What is workflow?

A workflow is basically the procedural steps that must be undertaken to move from one task to another in order to complete a job. The sequence events flow on from each other and, if followed correctly, result in a mistake-free process.

Using a workflow allows organisations to plan and schedule tasks, with visibility across all elements.

In any business, processes are the lifeblood that attempts to ensure tasks are completed successfully. Human error is an undesirable but understandable factor for staff performing any task, however implementing an electronic workflow can remove the unnecessary risk of human error.

The Greentree Workflow suite enables you to build and improve mission critical practices and to rapidly respond to the internal and external business environment. It delivers a truly dynamic dimension for your business.

The Greentree Workflow solution has five key elements:

1. Workflow
2. Approvals & Alerts  
3. Business Process Management
4. Data Import Manager
5. Autoscan

The Workflow Desktop module provides an intuitive interface, allowing you to create the appropriate desktop for each user or user team. Each panel size can be defined and a Desktop Object assigned within the panel, with a range of properties that can be set for that object, including options to view or hide selected information, as well as provide filters to allow dynamic selection of data to be viewed on the desktop.

Desktops can be designed for common functions including, but not limited to:

• Financial
• Distribution
• Job Costing
• Supply Chain Management
• Customer Relationship Management
• Collections
• Fund Raising
• Support Calls and Service Requests
• Service Request Daily Scheduler
• Service Request Graphical Planner