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Automate repetitive workflow, unburden the back-office team
Through the daily use of the eLink Advantage™ business process management system, particularly the interaction with eLink Advantage™ project management solution, the precise business processes can be validated and it is then possible to automate all or part of these business processes.
Workflow scripts can trigger actions (change a field value, create an action, etc.) based on conditions on user inputs (if amount is greater than x). They enable you to automate business processes, freeing up time for tasks of higher value, ensuring a better control and an improved homogeneity of the processes.
Business Process Workflow,
example 1:
A sales representative receives a request for quotation from a person already recorded in the database. He converts this e-mail into an action. Links to the person & the company are automatically created.
Once validated by the Sales Representative, the script, through the Sales Opportunity Management system, will create:
• A follow-up action in Task Management: answer quotation request on day +1
• A scheduled action on day + 3 as a last reminder for execution
• A predefined letter to confirm reception of the request that will be sent by e-mail or post
• An action to a financial controller to verify credit scoring of this company
• A notification to the sales manager to warn him
• Or any other ELink Advantage™ element specific to your business process
Business Process Workflow,
example 2:
Receipt by the company of a purchase invoice or insurance claim. The staff member registers the receipt by creating a new action and scans in the document under the document management system
The script can create a workflow to acknowledge receipt and then to take the document through all the steps and to all the relevant people for checking and approval before arriving at the cheque / payment requisition stage.
Every detail of the process is easily visible and every stage is reflected in the management reporting system. Every element is ‘hyperlinked’ to contact, company, project/ claim record, to a user or user group to-do list or diary as necessary, with automatic ‘Deadline’ control.
The Workflow scripting requires technical competences. We propose advanced training for mastering the workflow tool and are ready to deliver a complete service encapsulating and including scripting analysis, scripting, tests and first level competence transfer for minor maintenance.
The benefits are that the eLink Advantage™ business process management system:
• Increases staff productivity
• Facilitates the introduction of remote working
• Enhances customer relationship management thanks to high reactivity, shortening of delays
• Assists in building the corporate knowledge base
• Improved security and risk protection because the information is building into the Corporate Knowledge Base, held on a resilient system under high data protection rules
• Better management and control because all the actions and follow-ups are extremely visible and because there is a wealth of management information available
• Facilitates the introduction of remote working
• Improves security through complete document management onto resilient systems with remote back-up