Pivotal Visual Workflow provides a drag-and-drop tool for creating business processes without coding. It allows both technical and non-technical users to visually model processes. Key benefits include quickly deploying processes, expanded accessibility for customizing systems, and easy maintenance of production data.

1. Pivotal Visual Workflow
D A T A S H E E T
Quickly deploy business processes by eliminating the need for
a development environment and utilizing a visually connected
action-based designer.
Pivotal Visual Workflow saves organizations Workflow: a term used to describe the tasks, procedural steps,
time and money while empowering them to
precisely model their unique processes.
organizations or people involved, required input and output
information, and tools needed for each step in a business process.
• Flexibility for Who, When, and Where to
implement a new process The Pivotal Visual Workflow Tool is a drag and drop, flowchart style
• No coding necessary, can be performed designer that will allow the creation of a business process in both the
by non-technical staff production and customization environment.
• Work within a ‘whiteboard’ environment
• Directly manage data and automate Key benefits:
everyday routines
Quickly deploy business processes – Implementing a process should be about defining
To learn more about Pivotal CRM Visual the conceptual solution, not the technicalities. By removing the bottleneck of a development
Workflow and how it can address your environment and utilizing a designer which replicates a whiteboard, the tool itself helps in defining
unique needs, call +1 877-PIVOTAL the process.
(+1 877-748-6825). Expanded accessibility for customizers of the system – A limiting factor in creating
a system process today is the development skillset required to code a solution. It is estimated
that 80% of requested processes would be considered ‘simple’ requests but still require the
development environment. By focusing the tool for these actions it lets that simple request be
implemented without the overhead.
Easy maintenance of production data – Being able to quickly and efficiently update production
system data is vital to maintaining a reliable system. By implementing the same visual workflow tool
for the production system as in the customization environment the administrator can modify system
data with the same processes and complexity that would be applied through a system process.
Impact of Visual Workflow on CRM
Because it’s flexible enough for deployment at the system level or by direct design and
execution in the production system, Pivotal Visual Workflow can have a big impact on all
users of the CRM:
Business Analysts – The Pivotal workflow tool allows a process to be defined the same
way it would be on paper – in a visual flowchart representation of the steps required to
complete an action. Being available in the customizations system as well as the production
system allows these processes to be associated to system events that trigger transparently
for the end user.
IT Personnel – Having a tool that allows direct manipulation of the production data through
the client allows for complex data management activities to occur without the necessity of
a system upgrade or a long development process.
Developers – Create a library of functions to share with workflow designers. This will allow
the developer to focus on the more complicated processes that need the flexibility and
performance gains provided by developing in code while allowing analysts or administrators
to utilize these processes in their own basic scenarios.
End Users – End users will ultimately benefit by having their requirements easily translated
into a model they can understand and with a fast turnaround for new requirements improves
adoption of the system when their inputs can be easily reflected
in the product.
Pivotal CRM | Datasheet

2. Workflow Screen Expression Editor
Features Description
Drag and Drop Designer Drag and drop actionable objects onto the design surface and connect them to create a ‘flowchart’ like process.
Visually Represent a Process Use workflow utility functions to label, organize and arrange the actions to create a presentable visualization of the
process to educate and collaborate with others.
Enable Users in the Decision Process Interact with the users with forms, lists, and dialogs to guide or direct decisions through the workflow.
Create powerful Expressions Using our new editor, one can create powerful data expressions utilizing common date, mathematical, text, and
information functions.
Work with multiple datasets Load datasets with pre-defined lists and searches to modify and manage collections of data.
Connect to System Events Attach workflows to common system events such as menu items and form activities to incorporate a process into
the event.
Create Workflows in Production Having the ability to design and run workflows in the production system allows for real-time data management for
common scenarios such as de-duplication and after upgrade mass updates.
Forms Interactions Present forms in custom scenarios by pre-populating data or modifying fields to direct users in specific situations.
Integrate with Existing Processes Create new workflows in your existing code based environment to compliment and share with those processes
already deployed.
Build a Library of Processes Create your own library of workflows to share and re-use in multiple scenarios.
Learn More About Pivotal Visual Workflow
To learn more about how Pivotal Visual Workflow can meet your firm’s unique needs, call us today at +1 877-PIVOTAL (+1 877-748-6825) or visit us
at www.pivotal.com.
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