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The tools that allow you to implement an optimized workflow are especially demanded at present by big corporations. The large amount of documentation that is generated within each office, usually follows a certain number of paths or processes that tend to repeat and are capable of being modelled in a workflow scheme and therefore automated in a document management tool with workflow that now In addition can be in the cloud that is accessible from anywhere. Workflow systems have a very important application in document management in particular.
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You can learn more about R2 Docuo workflow features or even try the software for free to better understand these topics:ĭifferent software tools use different diagram types, but the goal of all them is the same: define how do you want a single task to be performed within your team, step by step and convering all possible situations. The system can be configured to perform automatic tasks when the state is changed in a process (for example sending the e-mail to the client with its offer when “sending offer”) or when staying in a state for a long time (for example, notifying the sales team when the offer has been in a state “Sent to the customer” for 10 days). Users create commercial offers in the system and move through the workflow “changing the states” of these documents. In the diagram we can see the four states (circles) in which an offer can be and the three transitions (arrows) that allow changing states. Here is an example of the diagram to control a process of commercial offers in the Document Management and Workflow Software R2 Docuo: The workflow control tools allow you to establish the steps of a flow through different types of diagrams. The great revolution occurs when you manage to bring the work scheme from a paper schema to a software specifically designed to control business processes. The first objective pursued with a workflow scheme is the maximum standardization of work processes with absolute control of each and every step of each task. Starting from a workflow scheme, tasks and resources are organized through rules that facilitate and simplify the control of a certain process within a company. Workflow features are included in a lot of different business software: BPM (Business Process Management), ECM (Enterprise Content Management) everywhere they have the objective of integrating people, computers and processes in order to reduce time and increase control in the execution of any job.Ī workflow can be controlled manually or computerized, although the most common is to integrate both methods of process control. Workflow systems, control and management of work processes. For some time now, the word “Workflow” has been heard in the computer sector as a way of defining the operational aspects of a work activity.