Workflow for Every Initiative.
Leverage practical process management tools
designed for tasks as simple as requesting vacation time, and as complex as launching new business units.
Organize and simplify a wide range of HR and administrative processes, automating paper trails and streamlining document submission, approval, and reference.
The vacation approval process is a simple and straightforward way to organize the request, approval, and documentation of employee vacation. The process begins with the employee request, automatically reaching all relevant employees and departments (including managers for approval, HR staff for recordkeeping, and supervisors for scheduling considerations).
The Vacation request from John Doe was approved and recorded by HR.
The Vacation request from John Doe was denied and recorded by HR.
Keep developers, analysts, and internal systems staff on track with processes designed for planning, organizing, updating, and rolling out development projects.
Keep projects on track from start to finish with processes that help IT teams juggle new projects, feature updates, and bug fixes. Loop in analysts, financial managers, designers, and administrators along the way for forecasts, approval, input, and more—all the while keeping project managers in the know. Generate reports from completed processes to measure ROI and find room for improvement.
Improve the efficiency of logistics processes large and small. Automate and simplify to organize and share information more efficiently, ensuring that nothing falls through the cracks.
Track and manage outgoing shipments with processes designed to organize every step. Simple, integrated task orders translate high-volume requests into manageable workflows that improve efficiencies.
Manage accounts, reach prospects, follow-up on leads, coordinate travel, implement training programs, and keep sales staff organized, motivated, accountable, and at the top of their game.
Your sales pipeline, streamlined; this simple process ensures that new sales are handled in a thorough and timely fashion. Manager approval steps keep everyone in the know so that no prospect goes unresolved, and no customer need unmet.
Streamline the outline, design, creation, and distribution of marketing materials from start to finish with integrated manager approval checkpoints to keep projects on the right track.
Whether you’re creating point of sale materials, corporate marketing, case studies, or social media campaigns, marketing processes help you collect and organize information, create materials, and get them in front of customers quickly and easily.
Automate processes that simplify forecasting and budgeting, project analyses, accounts receivable and accounts payable, purchase orders, and more. Structured processes are a simplified approach to system controls that dictate checks and balances. Documentation is organized within project and process histories, providing easy access for reports and audits on demand.
Outline and compare forecasted expenses for a given project, initiative, or company-wide campaign. Start by gathering the information needed to execute the project, generating forecast models for projected costs, conducting cost-benefit analyses, and move forward with approval and oversight along the way.