Automate repeatable tasks, route electronic forms and supporting documentation, and manage exceptions. Use pre-built workflow templates (government & department specific) to streamline how information, approvals, and signatures are captured to reduce unnecessary manual work.
Workflow automates repetitive and rule-based decisions. It routes documents and exceptions to the right people automatically. Workflow technology manages complex approval processes, sends notifications, and ensures compliance.
Finance and Accounting
- Store all invoices, POs, and contracts in one location that integrates with your accounting system. Route invoices for approval based on rules you define. Utilize OCR to capture data and avoid manual entry. Reduce mistakes, speed up processing, and automate your systems so you can spend more time analyzing how to improve the process and find flaws in the data.
- Use workflow to onboard new employees, send documents securely, track what needs to be completed, and automate background checks. Build an employee review system with automatic reminders and creation of templates. Distribute documents and ensure compliance with systematic tracking. Use technology so you can focus on the people.
- Use a contract management system to track compliance, identify expiring contracts, and avoid fines. Route for electronic review, signature and distribute to interested parties securely. Red line, track modifications and versions within a shared location so changes aren’t lost or overwritten. Spend less time tracking down who is working on what and more time ensuring your organization is protected.
Facilities & Operations
- Use electronic forms to log inspections on the job site. Take photos, route for approval, and utilize checklists to ensure requirements are met. Upload plans and ensure records are complete. Integrate with GIS software and access electronic documents from a map interface. Log all
assets, track their depreciation, and costs. With a workflow solution, operations reduces reliance on siloed apps, spreadsheets, and paper.
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