- Workflow console: manage your business processes from a central dashboard
- Process and forms designers: create new workflows and e-forms with easy-to-use, web-based editors with no IT involvement
- Workflow analytics: optimize processes with powerful tools such as real-time alerts, 3D drill-down graphs, and process statistics
- Reporting: gain real-time visibility into your business processes to easily establish key performance indicators and bottlenecks
Invoice Processing Example
Think of the steps required for invoice processing. If the invoice is received electronically or scanned into a document management system, workflow automation software such as OpenText AppWorks will then route the invoice for GL coding by an accounting clerk. Once completed, the invoice will be routed to the appropriate person for approval based on the invoice amount. If rejected, the invoice is routed back to the clerk to follow up with the vendor. If approved, the invoice is routed to the right person so the payment can be made.
Some workflow automation software includes three-way matching between the purchase order, delivery receipt/bill of lading and invoice. Other workflow apps include checklists so that people are automatically notified if documents are missing, which is especially useful in the new hire or account on-boarding processes.
MetaSource is the largest North American distributor of OpenText content management software. We provide a full range of business process outsourcing solutions, including digital mailroom and document scanning services, to help your business improve efficiency, reduce costs, and automate business processes.