WorkFlow Mapping

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Streamline your business through workflow mapping with these steps:

Choose a process – Focus on those that are critical, time-consuming or error-prone
Assemble the stakeholders – Involve those directly involved in the process
Map the workflow – Document each step of the current process
Identify problem areas – Focus on areas with major issues like significant delays, high expenses, poor customer satisfaction
Brainstorm solutions – Identify all possible action steps without evaluation
Evaluate action steps – Set up a set of final action steps by group consensus
Implement the process – Map the workflow and design the user interface
Monitor the process – Build reports to ensure visibility
Increase Revenue

Your office will run smoother with PerfectForms workflow processes in place.

After you’ve completed the steps of documenting and planning your new process, you can easily map the workflow in our visual, drag and drop workflow designer. It enables you to create an accurate, efficient model of any workflow process with absolutely no programming skills. Mapping complex workflow systems no longer has to be the job for the IT department. Workflow mapping can be performed directly by the stakeholders who will be using the system, rather than having to rely on cumbersome traditional development processes of creating specifications to communicate intended behaviors to technical resources for coding. With PerfectForms, those closest to the workflow challenge can take full control of the workflow mapping process, from inception to data analysis. Building and deploying workflow applications can be done in days or weeks – instead of months or years – like more traditional development projects.

Easily design the forms and reports to support your workflow process

Once the workflow mapping process is complete, you can start designing the user interface of the forms to support your workflow process. Simply drag and drop objects on a canvas to build the interface and specify any desired behaviors and notifications based on the user actions completed on the form. You can then specify exactly where each form is sent, where it should be routed next, and how it should be archived. You can even integrate with existing legacy systems or pull information from directory services or LDAP, if desired.

Next you will want to make sure you have the mechanisms in place to monitor and improve the workflow processes. Again, just drag and drop reporting objects, like pie charts, gauges, bar charts, data lists, filters, etc., to build reports that will keep you fully informed. Careful monitoring will allow you to quickly address any bottlenecks and delays, so your workflow process continues to run smoothly.

WorkFlow Mapping

Streamline your business through workflow mapping with these steps:

Your office will run smoother with PerfectForms workflow processes in place.

How it Works

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