Workflow Management from Synergize Overview

Workflow management regulates the movement and processing of documents between people, departments and office locations. Any given business can be distilled down into a series of different processes, ranging from very simple to incredibly complex. Underlying those processes lays a series of documents that need to be circulated in order to kick off a series of events or tasks. Rather than waiting for staff to manually circulate files causing delays in decisions or overall progress, workflows allow for automated decisions and actions that are based on your defined business rules. Synergize’s workflow management tools aim to increase the speed, accuracy and efficiency with which all of your documents are shared and accessed.

What Synergize Does for You

Save Time

Looking for in-use files, waiting for approvals, or re-processing due to errors or omissions are productivity killers. Automated workflows help avoid repeated phone calls and emails, or digging through piles of paper trying to find the status of a particular activity or initiative. Adding workflow automation helps you increase the speed, and efficiency of your processes while ensuring consistency and adherence to your business rules.

Save Money

Using workflows to optimize processes like receivables, payables, and invoice processing will allow you to speed up payment cycles and improve your cash flow. For processes that include early payment incentives or late payment penalties, workflows will give you the ability to setup alerts, reminders and even management escalations when a key date is at risk of being missed. Using Workflow to take care of monitoring, alerting, and even automating many of the repeated decisions throughout the day, your staff will be much more efficient which will allow you to scale your business without necessitating a commensurate increase in headcount.

Make Faster and More Informed Decisions

Improved reporting and tracking will deliver increased transparency and individual accountability. With instant access to activity monitoring and status reports, management can balance workload among staff members and even teams in multiple locations. When dealing with customer calls, staff can instantly see the status of a process allowing for more first-call resolutions of customer enquiries. Setting alerts when backlogs reach critical levels will ensure that you can redeploy staff in time so that deadlines aren’t missed.

Reduce Risk

When you have staff in different branches, new hires that are just learning, or tenured staff who maintain old habits, enforcing consistency in decisions and processes provides a significant challenge to many organizations. Synergize can help solve that problem. Automated decisions and routing based on your pre-defined business rules means that you get the consistency you want and issues caused by human error can be avoided. With logging and audit trails, you’ll even have demonstrable evidence that staff are adhering to the rules, whether self-imposed or for regulatory compliance purposes.

Improve Relationships

With workflow reminders and alerts you can be proactive rather than reactive in dealing with bottlenecks, inefficiencies, or uneven distribution of work. This in turn will reduce the likelihood of issues arising in the first place, the possibility of customer frustration, and for the number support calls that your organization receives.