Implement automation to shepherd module-level workstreams with accuracy, approval, and accountability.
Initiate
Set up configurable workflows with rules for assignment, timing, and dependencies.
Visually track workflow through its dependent steps.
Remind employees of workflow responsibilities with emails, inbox processing, and reports.
Progress
Provide quick access to supporting data to effect workflow decisions.
Complete workflow steps on individual or team levels.
Bypass workflow steps for simplicity, based on threshold criteria.
Link and share developing and collaborative documentation through the workflow process.
Deliver
Quoting: Move a new quote or requote through sales, engineering, purchasing, and production departments to ensure accuracy and margin.
Sales Order Approval: Approve customers based on credit-worthiness and completion of sufficient order detail.
Sales Order Release Workflow: Commit to delivery dates with additive input from engineering, materials, production, and shipping personnel.
Purchasing Approval Workflow: Approve purchase requisitions and advance to PO, based on account category, purchase type, department, and level of spend.
Receiving Workflow: Review and approve incoming material against purchasing requirements, tolerances, and chemistries before proceeding with production.
Quality Workflow: Manage a quality item through the segregation, sort-rework, accounting, and disposition processes.
Credit Memo Workflow: Confirm credit memo details, reasoning, and pricing across the company before advancing to the accounting process.
