Exel Insights WorkflowWho doesn’t like automated processes? They can be seen as the equivalent of delegating work to a third party – freeing up time from potentially repetitive, laborious tasks.

Automated Processes are, in fact, more than that, they ensure that protocols and procedures are strictly adhered to. If a purchase requires sign-off by the Financial Director, then, until that sign-off is received that purchase order cannot be sent – measures can of course be put in place to escalate to other parties should the FD not respond within a specified timeframe.

So, what elements of your business/job role can potentially be automated and how?

First, we’ll take a look at the how. Within EFACS automated processes are created using the ‘Workflow’ module. Within the Workflow module you will find an easy to use ‘drag & drop’ Graphical User Interface (GUI) that is provided for building a workflow model, much like drawing a flow diagram, in order to conveniently visualise the process path and the decisions required, dependent on the outcome of certain events.

Exel Insights: Workflow

The Workflow module constantly monitors the business system looking for events taking place. When an event occurs, this will initiate a series of further actions as defined in the respective workflow. Workflow will react to a whole host of actions such as, emails, texts, tasks, system triggers and ‘Filescan’.

Filescan is a facility used to monitor predefined network directories for either incoming or outgoing documents; not only does Filescan monitor these directories, it will scan the document for relevant information and enact a preset procedure dependent upon certain configurable criteria utilising the Workflow module.

As to which processes can be automated via Workflow – the possibilities are broad. Uses can include the simple creation of data as well as actions that react from specific processes, ranging from the activation of a sales order through to the facilitation of complete organisational procedures where multiple sign-offs are required, such as approvals in the purchasing process, as mentioned above.

The integration of EFACS E/8 with mail and task features of standard office automation products results in a control mechanism that helps to ensure that the right work is done at the correct time, by the right people and in a proper sequence.

To read Exel’s Data Sheet regarding Workflow, please click here

Many of our clients find workflow functionality to be of great benefit:

Komfort Partitioning

KomfortLogo nostrap“The key to both of these has been investing in the acquisition of a thorough understanding of EFACS E/8’s workflow and understanding how Exel’s customisation toolsets interact with those workflows. We’ve got a standard, ‘out of the box’ EFACS E/8 system – but we’ve also got one that has been tailored and extended to uniquely fit our business. From an IT Manager’s point of view, that’s a very powerful combination.” Click here to read the full story.

Naim Audio

logo naim“The Workflow system is fantastic. We have a whole variety of alerts. For example, the Quality department can be alerted when a certain part comes in and requires inspection. Another workflow technique, using XML, links customer web ordering to EFACS and automatically raises Mu-so sales orders.” Click here to read the full story.

Mettis Aerospace

Mettis Aerospace logo“The killer feature for us is flexibility. We have used the EFACS E/8 Customisation Toolkit and Workflow module a lot” Click here to read the full story.

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