WORKFLOW  AND DOCUMENT MANAGEMENT ENGINE

The workflow system is designed to be used from both a work orientated and a customer orientated perspective. This allows any user to initiate an action on a client by looking up a client in the integrated database using convenient search facilities and then to initiate a work-object on that client, for example, processing a statement request, or a loan re-advance.

All work in progress relating to a customer can also be listed and progress examined. Using the work-queues, all work objects appear in the in-box or to do list of the assigned users and this work dimension allows users to efficiently process work allocated to them. Full reporting facilities allow management to draw detailed reports on user performance and also process-related turn-around times, which allows business process bottlenecks to be identified and required changes to be made to eliminate them.

Using the customer relations options, the user can search for customers, add customers as contacts to their contact database or add appointments with customers to their built-in diary facility.

Notes and documents can be added to any client where required, and the notes can be used as a historical record of any client inter-action or other relevant comments for later review.

The workflow system provides support for procedural checking and recording of mandatory events to ensure policies and procedures are complied with in a rigid manner where necessary. This allows managers to verify that all steps in a workflow process have been completed as required.

The system tracks the progress of a workflow object and the status view allows a manager to see a high-level view of a work-object’s progress.

The workflow system includes a graphical configuration tool that allows workflow processes to be easily defined and mapped using a graphical user interface. Business processes that have been defined during a BPR (Business Process Reengineering) exercise can be quickly configured using the tool.

Any changes to the workflow, such as adding and deleting steps or modifying the sequence of steps may be done by the client organisation once trained in the use of the tool.

The workflow system includes detailed reporting facilities to report on various aspects of process and user performance. Additional reports are also possible and can be added to address specific requirements.

The workflow system is developed as a Microsoft .Net application and is deployed as a web-based application. This allows the workflow to be deployed in a very flexible way throughout an organisation without any geographical restrictions.