Document Synergy – Workflow Management

A drag-and-drop interface is used to design automated workflows that can mirror existing processes. This intuitive interface allows you to establish and maintain dynamic workflows independent of technical support or custom programming.

Synergy Workflow Management provides parallel, simultaneous processing that empowers multiple users to access the same document or set of documents, and simultaneously perform their respective tasks. When tasks are completed, documents can be automatically directed to the next staff member with an assigned task.

E-mails can be automatically generated to provide notifications that specific tasks are complete, need to be completed, or have exceeded the time allowed for completion. This dynamic module automatically accounts for holidays, planned holidays, work shifts, and any scheduling exceptions. Managers can easily monitor workflow progress and make appropriate adjustments manually. Work can be equally distributed by automatically assigning a specific percentage of work to each of your colleagues or by assigning work to the associates with the smaller workloads.

Synergy Workflow Management seamlessly supports dynamic operational environments and business goals while adhering to regulatory requirements of governing sensitive documents and trust administration documents.

Synergy Workflow Management is another innovative ECL solution that provides you with material operating efficiencies, expedites research, enhances customer service and convenience, streamlines information access and distribution, and reduces labour, postage, and operating costs.

Document Synergy Workflow Management Features

  • Revolutionises operational workflow by automatically routing electronic documents to key personnel throughout various departments
  • Allows automated workflow to mirror established processes
  • Deploys an intuitive drag-and-drop interface to create and maintain dynamic workflows
  • Provides parallel processing that enables multiple users to access the same document or set of documents, and simultaneously perform their respective tasks
  • Provides the ability to automatically route documents when an assigned task is completed
  • Generates automatic e-mail notifications that specific tasks are complete, need to be completed, or have exceeded the time allowed for completion
  • Allows managers to easily monitor workflow progress with the ability to make automatic or immediate manual realignments
  • Allows work to be equally distributed by automatically assigning a specific percentage of work to each individual or assigning work to associates with the smaller workloads
  • Automatically accounts for holidays, planned holidays, work shifts, and any other scheduling exceptions
  • Supports the regulatory requirements governing security with sensitive documents

Document Synergy Workflow Management Benefits

  • Streamlines and standardises business processes and procedures
  • Supports dynamic operational environments and business goals
  • Improves operating efficiency
  • Reduces operating costs
  • Enhances customer service
  • Strengthens internal controls via documentation of internal business processes

 

 

 

 

 
 
 

We have worked with clients large and small throughout the UK, and experience has shown that our solutions are highly competitive. Why not see for yourself....

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