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WorkFlow
WorkFlow

WorkFlow

Item Id: WorkFlow
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Description

PaperVision® Enterprise WorkFlow

For Pricing, please call 
1-800-886-6233

Automate Document Routing to Streamline Business Processes

Make standard business operations easy to execute and easy to manage by electronically routing documents, alerting users of pending work assignments and tracking progress step by step using PaperVision® Enterprise or ImageSilo®.

Create Process Efficiency

  • Make tasks easy by providing workstep instructions and putting all the necessary data at your fingertips.
  • Identify process inefficiencies and bottlenecks with continually updated reports showing document status.
  • Gain competitive advantage by electronically controlling business processes from the office or via the internet.
  • Integrate email quickly into business practices using email and attachments to initiate a workflow process

Improve Customer Service

  • Increase customer satisfaction by decreasing document processing time.
  • Respond to customer requests quickly with prioritized work queues and time-sensitive alerts.
  • Give customers instant answers by electronically viewing the status of their request from your desktop.

“WorkFlow helps us keep tight control over the incoming mail and the paper documents we receive. Instead of paper piling up on desks, we have electronic reports showing us who has the document and where it is in the business process.” - Keith Oufnac, Director of Information Systems, Eustis Insurance

Enhance Security and Compliance

  • Provide documented evidence of compliant procedures with detailed audit reports.
  • Monitor compliance by tracking live document progress with continually updated activity reports.
  • Ensure proper procedures are completed within set timeframes by receiving alerts showing stalled or inactive documents.

PaperVision Enterprise WorkFlow is the ultimate in business process management. WorkFlow enables businesses to fully automate standardized business processes, routing any document, anywhere, anytime, all while tracking the process and alerting users of new work assignments. Best of all, this product is available with our on-premise (PaperVision® Enterprise) and on-demand (ImageSilo®) Enterprise Content Management (ECM) systems.

Graphical Setup

To set up WorkFlow procedures, administrators use an icon-based, graphical diagram for simple point-and-click creation. For example, a mortgage administrator can effortlessly navigate thousands of mortgage applications through an otherwise complex loan approval process. Even if a loan application arrives via email with attachments, the system can initiate the process and forward the attached documents. When a procedure is complete, approved loan documents can be emailed to the appropriate manager.

Automated Processing

Users can be instantly notified when new assignments are available, and they are instructed on the tasks to be completed before the workstep can move forward. Workers can then make decisions with all the relevant data available at their fingertips. These decisions translate into proper routing and timely assessments, which drive profitability, increase customer satisfaction and enable compliance.

Effortless Administration

Single or multiple WorkFlow administrators can simultaneously manage an unlimited number of teams, projects and workflow instances from the comfort of their desktop or the convenience of the web. Administrators can make absolutely sure that all requirements along the way are substantiated, completed within set timeframes and meticulously tracked. Since business practices change over time, modifications can be applied instantly, even to active processes already underway.

Detailed Reports

WorkFlow processes are individually audited and immediately reported. View and print workflow tasks in their entirety or at any point during the transaction. Information about active processes is compiled in live, continually updated status reports. Custom notifications alert supervisors of overdue or stalled documents, allowing them to reassign duties. Detailed reports help managers to identify bottlenecks and improve process efficiency.

Powerful Process Management

WorkFlow is an optional, affordable addition to PaperVision Enterprise or ImageSilo. 
Increase competitive advantage by electronically organizing, controlling and intelligently routing the documents that drive your organization. Designed as a fully integrated module, WorkFlow connects and distributes powerful functionality to all licensed users, eliminating the need for additional integration and installation. WorkFlow also leverages all the security, scalability, reliability and integration options of the ECM system to guarantee the integrity and availability of the data.

Technical Specifications

PaperVision Enterprise WorkFlow is an optional module of PaperVision® Enterprise or ImageSilo® that extends enterprise content management functionality to include automated document routing. Flexible licensing allows you to implement an unlimited number of workflows, to implement on a per workstep basis or to implement on a per user basis. WorkFlow is part of a suite of Enterprise Content Management (ECM) products that also includes solutions for email management and COLD/ERM print stream processing.

System Overview

  • Centralized administration console for all administrative, database and workflow functions is included
  • Graphical design of workflow processes eliminates the need for any programming or scripting
  • Workflows can be launched automatically based on administrator-defined conditions
  • Evaluation rules specify which tasks must be completed for a workstep to transition
  • Workflows can be edited, and changes are effective immediately—even on current workflow processes
  • Administrators can quickly activate and deactivate workflow processes
  • Workstep time restrictions ensure steps are completed in a specified time frame
  • Workflow participants can take ownership of any workstep to complete the tasks in their work queues
  • Workstep ownership can be changed manually by administrators or automatically (based on pre-defined conditions) to eliminate bottlenecks
  • Automatic email notifications simplify process efficiency and maintenance
  • Workflow tasks can include sending email messages with attachments to internal or external recipients
  • Custom notifications can be sent to workflow participants or administrators based on specified conditions
  • Status reports provide detailed information about current, active workflow processes to improve process efficiency and eliminate bottlenecks
  • Detailed history reports contain completed workflow processes, worksteps and tasks for simplified auditing
  • Reports can be archived, filtered and printed for review at a later time
  • System adheres to provisions from the Workflow Management Coalition, ensuring continuity with emerging standards
  • System works with Scan2PVE and Scan2ImageSilo to capture documents and upload them into a new or existing workflow process
  • System works with PaperVision® Message Manager to leverage email and attachments to automatically launch workflow processes
  • All upgrades are included with annual maintenance, ensuring access to the latest product features and benefits
  • Complete, detailed online help includes step-by-step instructions to get you started quickly
  • Toll free, legendary technical support is eager to assist with any questions you may have

Security

  • This add-on product is fully protected and supported by the same security features and capabilities of PaperVision Enterprise or ImageSilo (see ImageSilo and PaperVision Enterprise product sheets for details)
  • Simplified administration can be performed by specific users or general system administrators

Scalability and Reliability

  • Flexible licensing allows you to deploy workflow functionality within a single department or across an entire enterprise
  • Unlimited workflow participants can be defined based on existing PaperVision Enterprise or ImageSilo users and groups
  • Simple user interface allows administrators to graphically define and edit multiple workflows with unlimited worksteps in seconds
  • Unlimited tasks can be included in a single workstep to increase flexibility in workflow design
  • Multiple servers and workstations can be load-balanced to ensure task efficiency even during busy times

Call us today at 1-800-886-6233 for pricing information!

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