Dynamic Graphical Workflow Designer

Dynamic Workflow Designer

Document Logistix’s graphical dynamic workflow design tool makes it incredibly simple for anyone to plan, design, review and implement a new workflow. Even to roll back if you want to revert to a previous workflow version.

Dynamic workflow design eliminates the high cost of workflow programming.

You can simply drag and drop workflow milestones, and label them to suit your workflow, for example, ‘Pre Approval’, ‘Approved’ and ‘Filed’, or ‘Ordered’, ‘Checked’, ‘Despatched’.

Assign any number of labelled workflow checkpoints with sub tasks for people according to their role or responsibility. Rules prevent work passing to the next stage until each checkpoint requirement is met.

Assign Workflow Alerts

You can assign alerts and email messages to flag issues or ask for comments. There’s a full audit trail at the end of a workflow process.

If there’s an exception, say in an accounting process, the records can be reviewed to explain why a particular order was credited or discounted, say, because of a part shipment, and who authorised it.

Workflow Designer can be used to create workflows for any business function; a manufacturing process; an HR process from recruitment to on-boarding, training and performance reviews; warehousing and distribution; professional services or retail business processes.

Drag and drop your chosen checkpoints, assign roles, actions and responsibilities, and watch your timeline and workflow materialise on your monitor. Share with colleagues for comments.

For the first time, teams can capture the views of everyone involved in a process to ensure that there are no bottlenecks in the workflow.

When everyone’s happy with the new workflow, simply publish and implement it at the click of a mouse.

If for any reason you need to rollback to a previous workflow version, it’s an easy option.

Dynamic Workflow Designer creates new business process review opportunities

For the first time ever new sofware makes it possible to involve your team in a workflow review, agree checkpoints and associated actions, build and implement the agreed automated workflow, and simply drag it ‘live’. Dynamic WorkFlow Designer gives you entirely new opportunities to keep workflows under review and chaneg them on the fly.

Workflow changes are very simple

How often do you have the opportunity validate business process changes to ensure your business is running effectively and efficiently?

It has been historically difficult to review and plan potential workflow and process changes with colleagues. It has been even harder to program them and implement changes.

To remain efficient, and to make processes comfortable for staff and profitable for the business, it is beneficial to review processes regularly.

With our new graphical dynamic workflow design tools, it is possible for anyone – with no need for programming skills – to design a workflow or business process simply by dragging, dropping and labelling workflow checkpoints.

Tasks, responsibilities and deadlines can be assigned to any stage in the process. Control measures such as reminders, automated alerts and budget thresholds can be set up to ensure that processes stay on track and within permissions.

Documents at each workflow checkpoint

Workflow works perfectly in combination with electronic document management (EDM). At each workflow checkpoint, relevant digital information or specific documents, can be reviewed, commented upon or approved so that tasks are completed in sequence, from project initiation to secure archiving.

The advantage that dynamic workflow design software provides is that workflow drafts can be made and circulated and shared to capture the knowledge and input of anyone involved in the process, from senior management to the ‘shop floor.’

Workflow design collaboration helps to create truly effective workflows and has the additional bonus of staff inclusion that generates buy-in to process changes.