Many companies are in need of a comprehensive management system that can automate manual handling of huge amounts of data and visualize ever-changing business processes throughout the organization. It can be really hard to keep track of all information and quickly manage workflows. The applied tools, like emails, files sharing systems, to-do lists, and document storages are not always effective and may decrease collaboration efficiency. Moreover, security and accessibility issues also need to be tackled.
In this case, a company needs a solution to cover these needs. That is why a client asked us to develop an automated workflow software to help their business to reduce manual processes and improve document management.
After a deep analysis of client’s needs and their business processes, we have decided to use our experience in applying cloud technologies and create a SaaS app that allows fast access to data from anywhere at any time. To ensure data security and reliability, we integrated the system with the latest Amazon Web Services and followed the OWASP recommendations. Besides that, the customer requested to create a mobile version of the application.
We have worked out a cost-effective cloud-based workflow system with an intuitive user interface. By default, it has many pre-installed templates organized in a tree. We’ve included the ability to create their own highly customizable templates that simplify the management of a variety of company processes, including projects, resources, orders, documents, emails, tasks, appointments, reports, and more. Everything a company needs to handle is gathered in one place to make it automated.
Basically, the system has a constructor where each task and/or created document from any selected template is displayed as a separate workflow, specifying the individual or group responsible for each step. Conditions can be set at each step to ensure that the document can’t progress to the next stage without meeting these requirements.
Each template includes simple fields, which allow our client to add and store the information about a process, and complex fields that display the results of an operation performed on other fields within the process or on parent processes. Additionally, the templates contain sections that show uploaded documents, text areas, spreadsheets, document history, charts, discussions, schedulers, etc. The starting of a process can be initiated by a user or triggered automatically from a parent process.
We also added the history of changes, process attributes, and user permissions per process into the workflow automation software. Also, our web developers integrated the app with the Braintree payment system, Mailchimp mail service, and SugarCRM. The integration with Google Translate added the possibility of fast text translation into the required language. The application can also be fully localized.
In order to enhance the user experience and simplify the workflow automation system, we have integrated a variety of customizable DHTMLX widgets into templates. It became possible to keep track of all the processes in the company and use different field types and sections by implementing our own ready-made and customizable widgets, such as grids, spreadsheets, text areas, Gantt charts, tables, etc.
The application has become a critical tool for the automation of complex business processes for simplicity and achievement of digital transformation. This cloud workflow software helps our client’s company to:
As a result, the customer really liked the application and decided to start providing workflow services with its help. Considering that it became possible to customize the application for each company due to the components that we used, it became our client’s one of the best decisions.