Workflow Resources - eBooks
Learn About Workflow Management from the Experts.
This in-depth guide provides insights on Workflow Automation including examples and case studies. If you’re just starting to look for solutions or have been in the market for a while, you’ll find helpful tips and information about how workflow management works and how it’s been helping businesses achieve more efficient operations.
The Guide currently comes in three versions (with more to come):
This guide will help you think through your own unique workflow situation(s) and come up with some quantifiable metrics that you can share with colleagues, leadership, vendors, etc. when making the case for implementing a workflow automation solution for your department or organization.
The onboarding process sets the tone for the employee’s relationship with their new company. If the process is disconnected and poorly organized, the employee’s chances of success are greatly diminished while the chances of turnover increase.
Depending on the scale and complexity of your approval processes, there may be a significant number of steps, people, and resources involved. Your approval system needs to be able to scale to your most complex request, yet keep things simple enough for business users to build a straightforward approval workflow when needed. This eBook covers the key aspects of complex approval management.
This thorough and open guide (no registration required!) provides background, tools, examples, tips and prepares you for your own small or large Business Process Management (BPM) project. We cover everything from scoping the project to process diagrams and KPIs. Read it all online or download a PDF.
Since many business processes rely on limited but entrenched tools like email and spreadsheets, it is hard to ensure compliance. By embracing workflow automation to enforce process level compliance organizations can optimize the return on process strategy, planning and training investments.
Even though the competitive landscape changes almost daily, the fundamentals for business success never change. Getting the fundamentals right requires organizations of all shapes and sizes to streamline business processes with automated workflow management solutions.
We’ve helped great companies like BP, Red Bull, and U.S. Pipe design and build their own custom, automated CapEx processes. While no two CapEx processes are alike, the planning and preparation for automation is the same. And now we’ve written the book on it.
An organization can’t offer its customers top-level service if its back office is slow, disorganized and disconnected, using paper forms and email attachments to handle business processes. The solution is an intuitive, Web-based workflow management tool that allows companies to fully automate manual processes.
Growth organizations usually realize that the manual processes that looked like the quickest way to support growth, have turned into an obstruction that hinders or even prevents expansion. If it’s time to take a step back and think about how the business should work download this free eBook discusses how you can reimagine your business running more efficiently than ever with workflow management.
Some companies are looking for a simple solution to a handful of problems but they don’t need an overwhelming set of options and tools that will let them manage every process they could imagine. Here’s how to assess whether you need a full BPM solution.
One of the many questions that companies, especially IT departments, face in a post M&A environment is how to manage the change process for existing systems. We explain how some companies avoided the worst case scenario.
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