Workflow planning

Describing workflows, designating staff members responsible for them and setting deadlines

Workflow planning

There are a number of processes in the life of a company which the staff perform on a daily basis. They include, for example, leads management, making offers and the contracting process. Providing software support for such daily tasks has several advantages. By planning their processes, i.e. identifying process steps, designating staff members responsible for them and setting deadlines, companies can standardise the ways how regular tasks are performed. The administrators’ workload can be reduced by integrating automatic steps and decisions.


  • Manage case types
  • Describe processes using graphical tools
  • Manage branches, jumps and repeating workflow blocks
  • Manage workflow blocks which can be performed simultaneously
  • Manage process and step level deadlines
  • Define escalation branches, automatic escalation
  • Administrators, co-administrators and observers can be assigned at step level
  • Assign multiple administrators with 'joint' or 'any' administration rights
  • Assign steps to organisational units or user groups
  • Assign administrators by reference to the administrator of a previous step
  • Control which data fields are to be displayed or filled in in a specific workflow step
  • Instructions and conditions can be associated with workflow steps
  • Automatic evaluation of branching conditions
  • Automatic steps performed by the system


The description of administration processes makes case management well defined.

With administrators assigned to each process step, it is always clear who is to be managing the case at any given time.

Delays can be prevented through deadline and escalation branch management.

Several activities can be optimised using automatic steps, automatically evaluated conditions and workflow instructions, which also reduces administrator workload.

General features

  • Bespoke solutions
  • Reliable systems tailored to the needs of financial institutions
  • Processes and data content can be designed by the principal
  • Solutions working closely together with other systems used by the company