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Workflowgen for iManage


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Add process automation and compliance to iManage Work. WorkflowGen’s integration possibilities allow it to be transparently and fluidly embedded into other popular platforms.

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Workflowgen for iManage

  1. 1. WorkflowGen for iManage Add process automation and compliance to iManage Work
  2. 2. WorkflowGen’s integration possibilities allow it to be transparently and fluidly embedded into other popular platforms.
  3. 3. A great example of this is Office Information Australia’s use of WorkflowGen embedded in its Document Approval process for iManage, a leading document and management system.
  4. 4. The solution eliminates paper forms, drastically reduces the number of emails involved in the workflow, keeps a detailed request history, lets users launch and track document approvals from anywhere on any device — all while maintaining the interface users are already familiar with.
  5. 5. Technical Solutions
  6. 6. WorkflowGen User Portal embedded into iManage client interfaces (FileSite, Desksite, WorkSite Web and SharePoint) to let users launch processes by simply right- clicking on the document.
  7. 7. Bidirectional integration to allow users to view the iManage document repository from within a workflow application, where they can search for documents and attach them to requests.
  8. 8. Processes can be called directly from a URL to allow highly customized User Portal environments that can display specific WorkflowGen processes within lists of links.
  9. 9. Users can set deadlines and provide details in their documents.
  10. 10. The Dashboard feature to let users track the status of their document approvals in real time at every stage of the process.
  11. 11. Integration between Workflowgen and iManage Work to leverage the existing user directory and interface.
  12. 12. Multi-approver processes can be easily defined using WorkflowGen’s easy-to-use integrated workflow and form designers.
  13. 13. Workflow data can be used as document metadata and vice-versa.
  14. 14. Support for the creation and management of workspaces and custom metadata.
  15. 15. Process forms and data can be converted to PDF and stored in the repository.
  16. 16. Benefits
  17. 17. Paper forms are eliminated, saving time and resources while ensuring the integrity of process data.
  18. 18. Users can set workflow deadlines and easily track the processing of requests.
  19. 19. Tight and seamless integration of WorkflowGen into the existing iManage Work interface lets users continue to work in a familiar environment while providing new functionalities in both the foreground and the background.
  20. 20. Documents can be routed to other approvers or sent back to the requester for modifications.
  21. 21. Documents can be stored in predefined folders as configured in the workflow applications.
  22. 22. Existing document metadata can be updated dynamically over the entire workflow.
  23. 23. Email notifications keep users up-to-date on their requests over the entire course of the workflow, and include the form archive, a link to open the document from directly within iManage, and links to document metadata.
  24. 24. About WorkflowGen • Build process-driven business apps with low-code / no-code workflow automation
 • Automate any type of human and system-based enterprise process
 • Customize and integrate your workflow apps to fit your environment
 • Use the FREE version (download or Docker) of WorkflowGen for unlimited users. Then subscribe and pay only for the process administrators while benefiting from unlimited end-users, processes, instances, features, support and upgrades
 • Organizations worldwide use WorkflowGen since 2003
  25. 25. Automate any enterprise processes • IT (account creation, helpdesk, IT change, etc.) • Human Resources (staffing requisition, employee onboarding, employee evaluation, etc.) • Finance (investment application, CAPEX, procurement request, etc.) • Operations (product life cycle, product creation/modification, feasibility study, etc.) • Quality (ECN, corrective actions, risk management, compliance, customer claims, etc.) • Marketing (campaign management, sales materials validation, etc.) • Legal (Contract validation, new client intake, etc.)
  26. 26. Examples of real-life implementations • Fleet management for a major group of container shipping companies
 • Post-production management of blockbuster movies for an international media company
 • Directorship management for one of the largest global industrial groups • Global clinical survey implementation processes for a global leader in market research
 • Air mission management for a Ministry of Defense
 • Artist contract management for a major music label
 • Management of international mobility of employees of Fortune 500 companies
  27. 27. Some WorkflowGen Clients Read customers’ reviews
  28. 28. Start automating your processes today! Get the FREE version