Presentation to Xxxxx Your name here
Presentation overview <ul><li>Overview of Workflow Management </li></ul><ul><li>Introduction to TrackStudio </li></ul><ul>...
What is a workflow? <ul><li>“ A  workflow  is a reliably repeatable pattern of activity enabled by a systematic organizati...
Configurability – Workflows Issue Tracking – Issue workflow
The nature of Workflow Management <ul><li>Many different people with different roles </li></ul><ul><li>Role of each person...
Workflow complexity Department Manager Memb1  Memb2  Memb3  Memb4 WORKFLOWS Operational Department
Workflow complexity <ul><li>N ot only  do  different users   work on different  workflows but additionally different workf...
Workflow management tool comparison Fitness for purpose Low High Number of uses Few Many Key: Area = Cost Word of mouth Pa...
The ingredients for success <ul><li>Communication and control </li></ul><ul><ul><li>What needs to be done by whom and by w...
Workflow management methods compared.
Advantages of workflow engine over spreadsheet <ul><li>Interface and views available simultaneously to many users </li></u...
Benefits of adopting a configurable tool <ul><li>Once the application has been purchased it can be used for many different...
Benefits of using TrackStudio <ul><li>All product packages, except starter pack, have unlimited user licences </li></ul><u...
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Workflow vs e-mail

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Describes workflow processing benefits over e-mail.

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Workflow vs e-mail

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

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