The conductors of the workflow symphony
A workflow engine (sometimes called a "business rules engine") is an application that runs with a workflow automation system and makes decisions automatically based on preset rules. These decisions usually involve transitioning to a specific path, task or action in a workflow definition, for instance assigning a task to someone or saving a document to a specific folder in a document management system. Workflow engines are the "conductors" in the workflow "symphony."
You might use open source engines or others built into the toolset of a workflow management software platform. The better solution will depend on your needs and existing software stack.
Identify User Attributes: Based on the user's properties, what options are valid?
Check on Status: Determine if the next command is valid based on the current state of the process.
Execute Logic: Once the user has been identified and the status is accepted, the workflow engine assesses the conditional logic as an IF/THEN statement. Based on the result, a workflow process may continue down several different (or parallel) paths.
An IF/THEN decision can be run against any data that is part of the current workflow. In many cases, these data have been collected via a form or integration with a complementary system (e.g. an ERP, CRM, Document Management System, LMS, Accounting, etc.) Some examples:
In a Capital Expenditure Request workflow:
In a Legal Hold Notice Workflow
In an HR Onboarding Workflow
We've designed our workflow platform to allow use of our powerful workflow engine within existing applications. For instance, a customer or employee portal that you've deployed might lack back-end form processing or routing. Integrify can be embedded within your system to transparently provide these functions. To find out more, contact us.
Also check out more examples of workflows powered by our workflow engine here: https://help.integrify.com/hc/en-us/categories/201873608-Examples.
No matter the platform, Integrify's workflow software can help improve and streamline your business workflow.
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