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Workflow Automation

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0% found this document useful (0 votes)
4 views9 pages

Workflow Automation

Uploaded by

skultdedsec
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
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WORK FLOW AUTOMATION

Workflow Automation

Workflow Automation is a technology


solution, which automates the tasks,
resources and internal operations that form
the process known as “workflow.”
 Workflow is the process, which encompasses

many small, definable tasks that link


together to achieve the desired result.
 Workflow automation utilizes software to link
together the elements of workflow (events,
tasks, resources) in an attempt to increase
the speed, visibility and coordination by
which the work gets done.
ADVANTAGES
 Priorities and timelines are linked across the
organization
 Tasks and calendars are visible to all users

enabling workloads to be shared and


efficiently managed
 visibility- Managers can quickly see the

status of a process but beyond that they can


also identify roadblocks, resources
constraints and opportunity for process
improvement
 Workflow Automation software provides a
graphical representation of people, projects
and financial processes for workflow design,
configuration and self-service. The graphical
workflow interface enables you to visually
define, control, track and audit approvals,
routing, role-based assignments and
notifications.
 Workflow automation helps to ensure that at

the right time the right person gets the


right information about what needs to be
done and in what order
Example :
 A salesman incurs an expense and fills out an electronic
form directly within the system.

 He takes a photo of his receipt with his iPhone camera


and attaches it to the expense form he just completed.

 When he presses the submit button, it is uploaded and


deposited into the ECM repository.

The system recognizes the total amount on the expense


form and automatically sends it to the appropriate person
for approval prior to accounting receiving it.

 The manager receives a notification on his tablet that an


approval must be completed. He opens the form, reviews
the receipt, and approves the expense.

 It then gets automatically routed to accounting to kick off


the reimbursement workflow and get posted to the
appropriate accounts.
WORKFLOW MANAGEMENT SYSTEMS CAN BE
CATEGORISED INTO THE FOLLOWING CATEGORIES:

 Routing System- Process of selecting the best


method of doing a process
 Distribution System- Best way to distribute

and allocate the resources


 Coordination System- Coordinates the

activities of different departments


WORKFLOW MANAGEMENT
SOFTWARES

 Activity
 Apache ODE
 Bonita BPM
 CEITON Workflow System
 jBPM
 Microsoft Windows Workflow Foundation
 Hyland Software
 Perceptive Software
 SAP Business Workflow
 Workgroups DaVinci
 FreeFlow Core (Xerox)

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