Workflow and Process Automation
Give tasks, approvals and exceptions a clear path.
Make the next step visible to everyone involved
Approvals stall when they live in email, exceptions are passed between teams, and no one can see who owns the next task. Docuworx maps the real path of work, including unusual cases, then configures workflow rules, roles and notifications around it. The process can begin with a digital form, an incoming document or an event in an existing system, and retain its supporting Record in the document management platform.
Automate repetitive tasks, streamline approvals, and gain full visibility over your operations with workflows that are consistent, controlled, and built to scale.
Key Outcomes
Help work progress without losing control
Make routine steps consistent while keeping people responsible for judgment and exceptions.
Route to the right person
Send tasks to the agreed role based on the information supplied and the approval rules.
Reduce chasing
Give staff a visible task status and timely reminders for work that needs attention.
Handle exceptions
Set a path for missing information, mismatches, reassignment and escalation.
Keep a decision record
See who acted, what was decided and when the process moved forward.
Trigger
A form, document or system event starts a process with the information needed to act.
Route
Rules assign the task to the appropriate person or team.
Act
The user reviews, approves, corrects or escalates the work; exceptions follow an agreed path.
Complete and Record
The outcome updates the relevant Record and, where required, the connected system.
Core Capabilities
Combine workflow with the information it needs
Docuworx workflows are built around how your business actually operates
Document Management Platform
Document management keeps the supporting file and decision history available to authorised staff.
Workflow and Process Automation
Configured rules assign tasks, apply approval authority and direct exceptions.
Intelligent Data Capture
Intelligent data capture identifies details from incoming documents so the next action has context.
Integrations
Integrations exchange agreed information with relevant business applications.
Security and Compliance
Security and compliance controls support access, accountability and record governance.
Intelligent Document Generation
Intelligent document generation creates documents from approved information when the process calls for them.
Use Cases
Configure the decisions, not just the route
A useful workflow reflects authority limits, missing information, delegation, escalation and the handoff into existing systems.
- Apply approval rules to invoices and purchase orders
- Handle incomplete requests and exceptions
- Notify the right person of overdue work
- Retain the document and its decision history
See how this applies to accounts payable automation and contract management.
Integrations
Let a completed decision reach the next system
A workflow may need reference data before it starts or may send an approved outcome to finance, ERP, HR or another application. We confirm which system owns each field, how the exchange occurs and who resolves a failed transfer. Read more about integrations.
Results
See whether the process works better
Discovery establishes baseline measures that fit the workflow and its volume. Use case studies for documented customer examples.
Approval time
Compare the time between a submitted task and a completed decision.
Exception handling
Track how often work is returned, reassigned or overdue, and how quickly issues are resolved.
Task visibility
Check whether staff can see ownership, status and a complete decision history.
Get started today
Start with a workflow worth improving
Tell us where work waits, who must decide and which systems or documents are involved. Advisory services can help define the current process and a sensible first scope.
