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

1. WorkflowGen for iManage
Add process automation
and compliance to iManage Work

2. WorkflowGen’s integration possibilities allow it to
be transparently and fluidly embedded into other
popular platforms.

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. 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. Technical Solutions

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. 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. 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. Users can set deadlines and provide details in
their documents.

10. The Dashboard feature to let users track the status of
their document approvals in real time at every stage of
the process.

11. Integration between Workflowgen and iManage Work to
leverage the existing user directory and interface.

12. Multi-approver processes can be easily defined using
WorkflowGen’s easy-to-use integrated workflow and
form designers.

13. Workflow data can be used as document metadata
and vice-versa.

14. Support for the creation and management of workspaces
and custom metadata.

15. Process forms and data can be converted to PDF and
stored in the repository.

17. Benefits

18. Paper forms are eliminated, saving time and resources
while ensuring the integrity of process data.

19. Users can set workflow deadlines and easily track the
processing of requests.

20. 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.

21. Documents can be routed to other approvers or sent back
to the requester for modifications.

22. Documents can be stored in predefined folders as
configured in the workflow applications.

23. Existing document metadata can be updated dynamically
over the entire workflow.

24. 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.

25. 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

26. 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.)

27. 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

28. Some WorkflowGen Clients
Read customers’ reviews

29. Start automating your
processes today!
Get the FREE version