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Workflow forms

Workflow forms

Using configurable, easy-to-use templates, we can recreate any business process, capturing and smoothing the flow of information around your organisation. Using this functionality, everything from requesting a supplier code to booking a training request can now be proactively carried out by any authorised member of staff. By creating new workflows and linking them to core processes, you can gain greater ROI in every part of your business. 

Workflow forms diagram

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Reduce paper forms

Recreate every type of business-specific form and make them accessible either online, or as part of your accounts system. You have flexibility to design the layout of the form and the information it holds. Reduce paper waste and the associated storage whilst making your whole business more responsive and efficient. More »

Workflow and authorisation

Configurable rules automate the route each form takes as it travels through your business. You specify the information that can or must be entered at each stage of its journey. Alerts, sent to the desktop or mobile device of your staff, speed and complete the workflow process. Each form can encompass unlimited levels of approval and authorisation. More »

Central storage

Workflow forms can be deployed in any part of your accounts system - making it easy for authorised members of staff to enter and view information. Using our web-based solutions, workflow forms can be located any time, anywhere in the world. Whatever version you choose, workflow forms empower your staff and release the burden on other departments - you no longer need to trawl through paperwork or phone around for information. More »

Increased governance

Two-way integration with your core business and finance system extends visibility to those hard-to-reach areas of your business. Information can be shared with customer, supplier and employee records and analysed to provide a wealth of statistics and reports. Managers and staff are better informed, minimising the risk that anything will be hidden, overlooked or forgotten. More »

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