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Workflow vs e-mail

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Describes workflow processing benefits over e-mail.

Describes workflow processing benefits over e-mail.

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  • 1. Presentation to Xxxxx Your name here
  • 2. Presentation overview
    • Overview of Workflow Management
    • Introduction to TrackStudio
    • Demonstration of TrackStudio
    • Question and Answer session
  • 3. What is a workflow?
    • “ A workflow is a reliably repeatable pattern of activity enabled by a systematic organization of resources , defined roles and mass , energy and information flows, into a work process that can be documented and learned. Workflows are always designed to achieve processing intents of some sort, such as physical transformation, service provision, or information processing . . ”
    • From Wikipedia,
    • the free encyclopedia
    “ the processing of an workpiece through a series of states” Controlled Repeatable
  • 4. Configurability – Workflows Issue Tracking – Issue workflow
  • 5. The nature of Workflow Management
    • Many different people with different roles
    • Role of each person in each workflow may not be the same
    • Nature of the task and consequently the workflow is known in advance and can be defined
    • Different tasks have different workflows
    • The same workflows may need to be shared between different jobs
    • All communication related to the task is best kept together with that task
  • 6. Workflow complexity Department Manager Memb1 Memb2 Memb3 Memb4 WORKFLOWS Operational Department
  • 7. Workflow complexity
    • N ot only do different users work on different workflows but additionally different workflows may require different configurations.
    • Within a C ompany or a Department you may have many different tasks , each with different workflow s , but you need all users to be able to work equally effectively with each workflow .
  • 8. Workflow management tool comparison Fitness for purpose Low High Number of uses Few Many Key: Area = Cost Word of mouth Paper tickets E-mail & spreadsheet Inhouse workflow solution 3 rd Party single purpose workflow engine 3 rd Party configurable workflow engine
  • 9. The ingredients for success
    • Communication and control
      • What needs to be done by whom and by when
    • Impossible for the workflow manager to have complete picture
      • Polling of task executors to ascertain status becomes impractical and unrealistic
    • Everyone needs to be able to have an overview
      • Workflow Manager
      • Department Manager
      • Task Executor
    • Everyone needs to be able to have their own view
      • Only tasks and workflows that are relevant to them
  • 10. Workflow management methods compared.
  • 11. Advantages of workflow engine over spreadsheet
    • Interface and views available simultaneously to many users
    • Permissions model allows you to determine who can see and do what
    • Controlled lists of values can be populated and added to
    • No danger of someone incorrectly editing the spreadsheet
    • History of workflow transitions is captured and immediately visible
    • Documents can be attached to workflows
    • The requirement for multiple approvals/signoff can be incorporated
    • Progress Reports can be submitted by those involved with the workflows
    • E-mail notification of any changes to the state of the workflow can be sent to whoever needs/wants them
    • Amount of activity and time spent can be monitored
  • 12. Benefits of adopting a configurable tool
    • Once the application has been purchased it can be used for many different purposes
    • Administrative overhead is reduced
    • Licensing costs are reduced
    • Once users are trained on the application they are able to use it whenever any task is assigned to them irrespective of its nature
    • Can be used to prototype and define requirements prior to seeking or building a bespoke solution
  • 13. Benefits of using TrackStudio
    • All product packages, except starter pack, have unlimited user licences
    • Unlimited user license gives excellent ROI
    • Sophisticated application with excellent “bang per buck” ratio
    • Competitively priced support and upgrade package
    • Source code available
    • Extensibility, configurability and connectivity are excellent