PaperVision Workflow Overview

Transcription

800.422.1330PaperVision WorkflowOverviewWith WorkFlow, you’re able to route information quicklyand efficiently to any of your decision makers. WorkFlowhelps businesses in any industry reduce wasted employeelabor costs, and drastically boost productivity.Get rid of your paper to save some green800.422.1330imagetek-inc.com

800.422.1330PaperVision WorkflowOverviewWorkflowOverviewWith PaperVision Workflow from Imagetek you’ll be able to create workflows in any businessdepartment to increase your communication and collaboration with team members. Electronicallyrouting documents is becoming an imperitive business function and can be used to alert users ofpending work assignments, tracking progress, and identifying inefficient processes. With a simple,drag-and-drop workflow builder you can customize any process to fit you or your business’ needs.Automate Document Routing to Streamline Business ProcessesMake standard business operations easy to execute and easy to manage by electronically routingdocuments, altering users of pending work assignments and tracking progress step by step usingPaperVision Enterprise or Radix.WorkFlow is here todirectly impact howyou collaborate,communicate, and workwith information.Get rid of your paper to save some green800.422.1330imagetek-inc.com1

800.422.1330PaperVision WorkflowOverviewWorkflowImprove Customer Service Increase customer satisfaction by decreasing document processing time Respond to customer requests quickly with prioritized work queues andtime-sensitive alerts Give customers instant answers by electronically viewing the status of theirrequest from your desktopCreate Process Efficiency Make tasks easy by providing workstep instructions and putting all thenecessary data at your fingertips Identify process inefficiencies and bottlenecks with continually updated reportsshowing document status Gain competitive advantage by electronically controlling business processesfrom the office or via the internet Integrate email quickly into business practices using email and attachments toinitiate a workflow process, and verify integrity with non-repudiation technology“WorkFlow helps us keep tight control over the incoming mail and the paperdocuments we receive. Instead of paper piling up on desks, we have electronicreports showing us hwo has the document and where it is in the businessprocess.”- Keight Oufnac, Director of Information Systems, Eustis InsuranceEnhance Security and Compliance Provide documented evidence of compliant procedures with detailed auditreports Monitor compliance by tracking live document progress with continuallyupdated activity reports Ensure proper procedures are completed within set timeframes by receivingalerts showing stalled or inactive documentsGet rid of your paper to save some green800.422.1330imagetek-inc.com2

800.422.1330PaperVision WorkflowOverviewWorkflowAutomate Document Routing to Streamline BusinessPaperVision Enterprise WorkFlow is the ultimate in business process management. WorkFlow enables businesses tofully automate standardized business processes, routing any document, anywhere, anytime, all while tracking theprocess and alerting users of new work assignments. Best of all, this product is available with our on premise(PaperVision Enterprise) and on-demand (Radix) Enterprise Content Management (ECM) systems.Graphical SetupPaperVision Enterprise can run on a single desktop computer or thousands of computers in distributedlocations. The same application can reliably scale across multiple application servers, web servers, emailservers, and database servers. All of which can be leveraged, tiered and load-balanced to fit organizationsof any size. Imagetek’s own Radix is the world’s largest known installation of PaperVision Enterprise.A simple drag and dropworkflow builderApprovedOver 50,000LoanRoutingRejectedApprovedUnder rworkAutomated ProcessingUsers can be instantly notified when new assignments are available, and they are instructed on the tasks tobe completed before the workstep can move forward. Workers can then make decisions with all the relevantdata available at their fingertips. These decisions translate into proper routing and timely assessments, whichdrive profitability, increase customer satisfaction and enable compliance.Get rid of your paper to save some green800.422.1330imagetek-inc.com3

800.422.1330PaperVision WorkflowOverviewWorkflowEffortless AdministrationSingle or multiple WorkFlow administrators can simultaneously manage an unlimited number of teams, projectsand workflow instances from the comfort of their desktop or the convenience of the web. The administrationconsole allows users to finish projects faster and manage the workflows with a more detailed eye. Inside theconsole, you can update multiple workflows at once, drag and drop items into a pattern quickly, and replicateworkflows or copy and paste specific steps into new projects. Plus, make sure that all requirements along the wayare substantiated, completed within set timeframes and meticulously tracked. Since business practices changeover time, modifications can be applied instantly, even to active processes already underway.Detailed ReportsWorkFlow processes are individually audited and immediately reported. View and print workflow tasks in theirentirety or at any point during the transaction. Information about active processes is compiled in live, continuallyupdated stats reports. Custom notifications alert supervisors of overdue or stalled documents, allowing them toreassign duties. Detailed reports help managers to identify bottlenecks and improve process efficiency.Powerful Process ManagementWorkFlow is an optional, affordable addition to PaperVision Enterprise or Radix. Increase competitive advantage byelectronically organizing, controlling and intelligently routing the documents that drive your organization. Designedas a fully integrated module, WorkFlow is highly customizable that connects and distributes powerful functionalityto all licensed users, eliminating the need for additional integration and installation. WorkFlow also leverages all thesecurity, scalability, reliability and integration options of the ECM system to guarantee the integrity and availabilityof the data.Seamless IntegrationPaperVision Enterprise WorkFlow is an optional module of PaperVision Enterprise or Radix that extends enterprisecontent management functionality to include automated document routing. Flexible licensing allows you toimplement an unlimited number of workflows, to implement on a per work step basis or to implement on a peruser basis. WorkFlow is part of a suite of enterprise Content Management products that also includes solutionsfor email management and COLD/ERM print stream processing.Get rid of your paper to save some green800.422.1330imagetek-inc.com4

800.422.1330PaperVision WorkflowOverviewWorkflowSystem Overview Centralized administration console for alladministrative, database and workflow functionsis included Automatic email notifications simplify processefficiency and maintenance Graphical design of workflow process eliminatesthe need for any programming or scripting Workflow tasks can include sending emailmessages with attachments or even links to otherdocuments Workflows can be launched automatically basedon administrator-defined conditions such ascriteria and schedules or a specific “action date’ Worksteps or entire workflows can be replicatedby copying and pasting, streamlining workflowsetup Evaluation rules specify which tasks must becompleted for a workstep to transition Documents in a workstep can remain active untilall related documents are found, ensuring anentire package exists before processing Workflows can be edited, and changes areeffective immediately – even on current workflowprocesses Administrators can quickly activate anddeactivate workflow processes Multiple workflows for a particular entity can beupdated at the same time Workstep time restrictions ensure steps arecompleted in a specified time frame Worksteps waiting in queue allow users to seedetails such as document ID numbers and indexvalues, giving them specific information aboutpending documents Workflow participants can take ownership of anyWorkstep to complete the tasks in their workqueues Workstep ownership can be changed manually beadministrators or automatically (based onpre-defined conditions) to eliminate bottlenecksGet rid of your paper to save some green Send workflow instances to multiple workstepssimultaneously to allow multiple users to completetasks at the same time Custom notifications can be sent to workflowparticipants or administrators based on specifiedconditions Status reports provide detailed information aboutcurrent, active workflow processes to improveprocess efficiency and eliminate bottlenecks Users can view workflow status withoutadministrative rights, enhancing productivity whilemaintaining security Detailed history reports contain completedworkflow processes, Worksteps and tasks forsimplified auditing Reports can be archived, filtered and printed forreview at a later time800.422.1330imagetek-inc.com5

800.422.1330PaperVision WorkflowOverviewWorkflowSystem Overview contd.Scalability and Reliability System adheres to provisions from the WorkflowManagement Coalition, ensuring continuity withemerging standards Flexible licensing allows you to deploy workflowfunctionality within a single department or acrossan entire enterprise System works with Scan2PVE andScan2ImageSilo to capture documents andupload them into a new or existing workflowprocess Unlimited workflow participants can be definedbased on existing PaperVision Enterprise or Radixusers and groups System works with PaperVision MessageManager to leverage email and attachments toautomatically launch workflow processes All upgrades are included with annualmaintenance, ensure access to the latest productfeatures and benefits Complete, detailed online help includesstep-by-step instructions to get you startedquickly Simple user interface allows administrators tographically define and edit multiple workflowswith unlimited Worksteps in seconds. Unlimited tasks can be included in a singleWorkstep to increase flexibility in workflowdesign Multiple servers and workstations can beload-balanced to ensure task efficiency evenduring busy times Toll free, legendary technical support is eager toassist with any questions you may haveSecurity This add-on product is fully protected andsupported by the same security features andcapabilities of PaperVision Enterprise or Radix (seeRadix and PaperVision Enterprise product sheetsfor details) Simplified administration can be performed byspecific users or general system administratorsGet rid of your paper to save some green800.422.1330imagetek-inc.com6

800.422.1330PaperVision WorkflowOverviewWorkflowIntegration Extensive use of web services to support integration andcross-platform compatibility COM-based APIs support both local and remotecommunications without requiring modification to code ActiveX (OCX) controls can be embedded intothird-party applications Customizable source code is included for bothbrowser-based and desktop client applications System supports the ability to launch line-of-businessapplications automatically at any point in the workflowprocess Integration with Microsoft Office SharePoint Server 2007enables companies to leverage the PaperVisionEnterprise WorkFlow functionality directly within theirSharePoint portal Custom code enables virtually any action or integrationto occur as part of a business processWorkFlow ToolkitThe WorkFlow Toolkit is an optional, separately licensed component of PaperVision Enterprise WorkFlow thatenhances integration and enables users to easily access WorkFlow controls from their line-of-business application.Benefits include: WorkFlow ActiveX controls offer developers anindustry-standard programming interface and can beeasily deployed with any application Integrated access to the task list enables users toconveniently view and check-off tasks for eachdocument WorkFlow controls integrate directly with yourline-of-business interface for easy and instant interaction Integrated access to current workstep ownershipsimplifies task prioritization and enhances productivity Integrated access to the worksteps waiting in queueallows users to act on documents the moment they areready Included samples provide a simple, easy-to-followexamples for implementing WorkFlow controls withinyour line-of-business applicationGet rid of your paper to save some green800.422.1330imagetek-inc.com7

Get rid of your paper to save some green

PaperVision Enterprise WorkFlow is an optional module of PaperVision Enterprise or Radix that extends enterprise content management functionality to include automated document routing. Flexible licensing allows you to implement an unlimited number of workflows, to implement on a