Can be integrated into portal as dashboard activity suite
Alleviates navigation complexities of large/ multiple eRooms
Intuitive functionality and management for easy user access and participation
Personalized dashboard views with roll-up displays and reporting
Process-based collaboration tools including threaded discussion, polling, and calendar
Process templates for manager modification and re-use
Open architecture for maximum flexibility and easier integration
Not a modification of the base code, rather ‘sits on top’ of eRoom, thus preserving the original code; making it easier for migration, maintenance, and upgrades.
Designed as optimization / extension of eRoom, can be used and/or re-used for other collaboration work processes requiring task management, routing, approval cycles, and process monitoring
Can be integrated with third party systems to support data access or collection requirements
Next Step is a user-centric process automation application for task management and tracking
Dashboard (Personalized and Customizable) Visible Alert appears to indicate when a team member has a task to perform. Intuitive dashboard provides critical monitoring, status display, decision support information and access. Process managers and workers can post item related announcements.
Process Summary View Easy access to required functions and capabilities for efficient process management and reporting. Intuitive indicators notify individuals of events and status. Summary Display provides item and process status information. Information can be delivered to process owners depending on requirements and role. Collaboration Tools bundled with tool allowing team interaction
Process Taskboard (Task View) Task summary provide ‘at-a-glance’ overview of each task. Based on permissions, documents / data can be modified or read-only. Notes capability allows team members to supply additional information while in-process.
Process Creation Process templates allow easy set up from pre-defined phases, roles, and actions Relevant information is entered and stored for in-process reference and historical review. Default milestones and timelines can be further refined for specific process requirements Process codes can be entered manually or system generated Process creation triggers automatic notification to relevant participants and managers.
Leverages eRoom authentication for easier access and member management
Robust search tool allows quick access and sorting of in-process items
Project- or portfolio-based ad-hoc reporting
Email templates for customized information delivery and alerts
eRoom-based administration and management
Multiple portfolio ‘switchboard’ allowing simultaneous participation or tracking
Benefits of Next Step-enabled Collaborative Processes Getting it done better, faster, cheaper @ BIC Int’l What’s possible…and where eRoom is adding value at BIC. … select examples of how well it is working! Includes integration with transaction systems as appropriate