Aplicor Workflow Processing

Aplicor Workflow Processing

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Business Process Automation
Organizations don't achieve an ROI by putting data into a CRM system. They achieve ROI when manual business processes are automated and productivity increases.

Consistent and Repeatable Success
Only Aplicor provides a complete Workflow Designer toolkit which enables organizations to create and automate business rules and processes throughout the entire application. The Workflow Designer provides the capability for pre-defined automated processes to occur based on a triggered event, change in information, or lack of action within a specified timeframe. Workflow actions can send alert notifications, create and assign tasks or activities, change field values (such as a resource assignment), create a checklist or request an approval. Customer-facing tasks and processes can be prescribed in advance (in a best practices fashion), automated, and measured for efficiency and continuous process improvement.

The Number 1 Productivity Enhancement Tool
Aplicor's Workflow Designer permits users to pre-define business or system conditions and have Aplicor automatically perform specific business processes. Pre-defined business rules can trigger or become activated based upon a new or modified field value, a change in data occurring anywhere in the system or a user defined time-lapsed expiration countdown. These triggering events then execute business processes, such as changing one or more field values in the system, creating new activity or transaction records in the system, creating a checklist, requesting an approval, or distributing alert notifications to a user-defined distribution list.

The Workflow Designer uses a visual design environment for developing business rule workflow routines by dragging and dropping tasks and events into a user-defined sequence. The intuitive interface and business process framework allows setup and configuration by non-technical users.

Workflow is the enabler to process automation and business process improvement (BPI). Utilizing a tool which automates processes and measures their performance equips organizations to compare their operating efficiency to Best Practice benchmarks or identify bottlenecks, inefficient processes and other opportunity areas for re-engineering.

The Workflow Designer increases productivity by providing real-time automation of both recurring and exception-based business processes which are otherwise done manually. Although pre-defined business conditions and workflow execution can be as creative as your imagination, some examples may include:

• New prospect assignment based on territorial or other account assignment criteria.
• The assignment of a sales methodology or the creation of a number of sales tasks for new prospects or new sale opportunities.
• Customer service incident escalation after a certain amount of elapsed time has transpired.
• Automated e-mail or fax correspondence to accounts which have not received any correspondence from the organization for a certain period of time.