Workflow Module

Design and deploy workflows throughout the organisation and take complete control of the way users interact with the system, by designing the pages users see and defining the steps they follow.

Workflows to match your processes

Workflows can be tailored to closely fit internal processes, with screens to capture the information required and perform any required actions, followed by the next step in the workflow process.

Improve data accuracy

Handling core processes through the workflow module ensures accurate data capture of all the information required for your delivery and ensures any required actions are undertaken, improving the data quality and measureable performance against KPIs.

Support your staff

Workflows also guide and instruct at each point of data input helping users navigate through the process, reducing your training overhead and supporting advisors at every stage.

Talk to our expert team of advisors today to find out more.

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