SetXRM Solutions
Workflow Management
Define all business processes, approvals and tasks of your company in SetXRM, link them together and track them end to end.
Every business process defined and tracked
With SetXRM workflow management you can create and track all of your company’s business processes.
All business processes, approvals, feedback and control processes, as well as the definitions, approvals, content and action types of the forms used, are defined in the system, and the relationships between processes are established. The system also supports the ISO 9001:2008 and ISO 17025 document management systems.
- Approval, feedback and control processes
- Form, content and action definitions
- Support for ISO 9001:2008 and ISO 17025
- Automatic links between processes
Product Tour
Automate your processes with business rules
Pick a trigger, define criteria, choose the action – all without code.
Triggers
On create, on update or user-triggered: choose when the rule runs.
Readable rule names
For example SEND_TO_DIRECTOR_APPROVAL or THANK_YOU_MAIL.
Click the numbered points to explore the screen
Modules
What workflow management offers
Process definition
Business processes, approvals, feedback and control processes and the content and action types of forms are defined in the system.
Automatic relationships
Processes are linked to each other – for example, the purchase of a sold product is created automatically.
After-sales flows
Opening post-service support forms, forwarding faults and complaints to the relevant departments, solution methods and feedback planning are handled in the system.
ISO compliance
The system supports the ISO 9001:2008 and ISO 17025 document management systems.
Process card
Define the job description, action, responsible person/department, flow duration, affected resources, goals, contribution, relation to quality systems and integration with other processes.
Ready-to-use flows
Workflows for customer, sales, service, purchasing, project and many other modules are already created and ready to use.
Ready-to-use workflows
Workflows are already created and ready to use on SetXRM for customer tasks, appointments, training, calls, incoming and outgoing shipments, vehicle tracking, faults/complaints, social media marketing, sales, quotation and order management.
In addition, workflows for campaigns, projects, tenders, contracts, purchasing, supplier evaluation, resources, documents, products, spare parts, personnel records, fixed assets, services and service management are available.
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A tailored demo of Workflow Management
Tell us about your needs and we will configure SetXRM around your business processes together.