Creating Workflows

For Agency Owners, Operations Managers, Administrators, Users and IT:

Part 1: What the Heck Should We Be Doing? (1 hour)

Time and again we see that entering workflows into etfile’s Business Process Manager is the easy part. Knowing what your workflows should be continues to be the hardest challenge for many agencies.

In this workshop you will be introduced to proven methods for creating workflows that work for you…carrying you towards your goals, instead of away from them.

Part 2: How Do We Automate & Track the Workflow? (1 hour)

Now that you’ve learned how to design the workflows that you need, learn how to use etfile’s Workflow Designer and Business Process Manager to automate, implement and track your workflows. See the tools in action, finally allowing you to make consistency a reality and enjoy the transparency of knowing exactly what is happening in your agency. You’ll see samples including the integration with several leading management systems.