Three example workflows
How a workflow could work in your business.
Three examples show how data, rules and approvals work together, including typical exceptions and limits.
Example architectures, not client projects.
From enquiry to a checked proposal.
Capture enquiries, match customer data and prepare a draft. Send only after the agreed approval.
View exampleFrom document to a checked CRM record.
Read, check and correctly match details from known document types. Unclear values are reviewed manually.
View exampleKeep track of pending approvals.
Assign requests, track deadlines and remind people of decisions. Approval remains with the authorised person.
View exampleDescribeyour project.
A workflow, a website or an internal application: I assess the possibilities.
Project enquiry