Electronic Workflow

Automate Your Business Processes

IntelliSite™ electronic workflow enables organizations to automate key business processes — leading to greater efficiencies, increased productivity, and improved organizational scalability. The electronic workflow functionality integrated into IntelliSite™ automates the collaboration and assignment of tasks to accelerate the completion of critical business decisions. Typical applications that benefit from IntelliSite™ electronic workflow include A/P invoice processing, sales order processing, HR hiring processes, medical records processing, and loan approval processes.

Document routing rules are configured which include the route each document takes upon entering the workflow based on index data. At each step in the workflow, decisions are made which determine the next step in the process. At each step, users have the ability to create notes that travel with the document as it is processed. Users are assigned tasks that need to be completed and are notified of the task via email and with an entry in their task list. Documents can enter a workflow either as a result of scanning the document, importing of application documents, the creation of an electronic form, or through manual assignment.

How Electronic Workflow Can Help Your Organization

IntelliSite™ electronic workflow helps organizations increase efficiency, improve worker productivity, and scale more effectively:

	Reduce processing errors
	Eliminate paper and lost files
	Reduce copying and filing costs
	Automatic business rule routing increases processing speed and balances workloads
	100% worker accountability
	Easy and immediate file access minimizes processing delays
	Extend reach of information to all internal and external stakeholders
	Ensure compliance through secure access and a full audit trail
	Customizable reports for activity tracking and management