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Automating Business Processes

overview

No matter what type of business or industry your company is in, there are business processes that are done manually and create not only bottlenecks but add to the cost of doing business.  These bottlenecks may be internal processes or directly involved with your customers – either way they make your business less competitive.

Workflow automates those business processes and puts control back into your hands by providing better visibility and auditing to what happens in your business.

benefits

Consider the time it takes to react to a business opportunity or to take action on a customer request or complaint.  What happens if you don’t pay your vendors and partners on time because invoices sit on people’s desks.  How about the time it takes to make a change in production or engineering for a new product.  Any of these situations can be greatly enhanced through automation, it’s all about creating a process with rules and guidelines so that you can shorten the time take action or complete a task.

Even if a document or task is delayed in workflow, you have the ability to see exactly where that task is delayed (by individual and for how long).  Alerts can be automatically triggered when your timelines have not been met so your system becomes pro-active vs. re-active

workflow

Through a graphical tool, workflows can be developed to handle almost any process in your organization.  Timers can be set to alert people when documents have not been managed within a given period of time, groups of people can manage queues of documents, approver thresholds can be set based on any number of factors including $ amount or type of transaction.  Workflows can integrate with other business applications and data sources to determine certain paths of a document.  And, security will determine who has access to any given document at any stage in the life of that document through a sophisticated but easy to manage administrative module.

Workflows will manage and record every step of the process and keep a historical record of every person who reviews or approves or changes data related to a document.  Each event tracks the user, the date and time and what action the person took for that event.  Even communications with other individuals through email are recorded and maintained with each document – and we don’t mean cut and paste an email, we handle it automatically through “Conversations” a feature built right into the workflow.

Document Management

The integrity of your documents are critical for many reasons and having a solution that can ensure both security and protection from loss or destruction brings significant value to any organization.  Whether you want to provide restricted access to an individual, a department or to auditors, CoreIntegrator can secure and protect content from unauthorized access but at the same time give people 24x7 access to the documents they need to do their day to day business.  CoreIntegrator uses Microsoft SharePoint as a document repository but adds a sophisticated layer of security that you can control as a document administrator or records manager.


Workflow Solutions

Summary

CoreIntegrator®|3.0 is an enterprise workflow solution that can be used for any number of business applications including: invoice approval, expense request approval, purchase request, document review, customer service, engineering change notice, IT help desk, loan approval, claims review and so on.

Highlights
  • Custom workflows for any business need.
  • Electronic forms to replace paper forms.
  • Integration to Business Applications.
  • Secure Document Management.
  • Web based solution for remote access.
  • Rules based security to restrict access.
  • Audit trails attached to all documents.

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