A workflow system helps you with low code application development, business rules management, dynamic case management, and process insights across your organization. It brings in cost benefits, enhances employees’ productivity, minimizes human-prone errors, ensures continuous process improvement, reduces turnaround times, and enhances customer satisfaction.

Organizations looking for an advanced content platform capable of scaling for heavy workloads and that need deployment flexibility and advanced automation and AI capabilities should consider Newgen.

The Forrester Wave™: Content Platforms, Q1 2023

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Customer Speak
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Newgen demonstrated to us a ‘can do, will do’ attitude towards the business. They demonstrated practical ways of integration and capability of their omnichannel platform which we could build upon with other products, be it on the deposit side or loan side. When we did our due diligence by talking with other peer banks, we found that they had a very good experience with Newgen in terms of delivery, execution, focus, and flexibility.
Newgen demonstrated to us a ‘can do, will do’ attitude towards the business. They demonstrated practical ways of integration and capability of their omnichannel platform which we could build upon with other products, be it on the deposit side or loan side. When we did our due diligence by talking with other peer banks, we found that they had a very good experience with Newgen in terms of delivery, execution, focus, and flexibility.
Newgen demonstrated to us a ‘can do, will do’ attitude towards the business. They demonstrated practical ways of integration and capability of their omnichannel platform which we could build upon with other products, be it on the deposit side or loan side. When we did our due diligence by talking with other peer banks, we found that they had a very good experience with Newgen in terms of delivery, execution, focus, and flexibility.
Greg-Sullins

Greg Sullins

Greg Sullins

Executive Vice President

Wilson Bank & Trust

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With Newgen’s digital automation platform, we transformed the customer onboarding process at our branches in the first phase of our implementation. After the success of this project, we rolled out a retail loan origination system (RLOS) for our customers along with automating the credit card process. Our ambition is to become the digital bank of choice in Bermuda. We plan to launch Newgen’s omnichannel customer engagement (CCM) product suite to further improve our customers’ experience. Our digital transformation journey so far has been fantastic with Newgen as our technology partner.
With Newgen’s digital automation platform, we transformed the customer onboarding process at our branches in the first phase of our implementation. After the success of this project, we rolled out a retail loan origination system (RLOS) for our customers along with automating the credit card process. Our ambition is to become the digital bank of choice in Bermuda. We plan to launch Newgen’s omnichannel customer engagement (CCM) product suite to further improve our customers’ experience. Our digital transformation journey so far has been fantastic with Newgen as our technology partner.
With Newgen’s digital automation platform, we transformed the customer onboarding process at our branches in the first phase of our implementation. After the success of this project, we rolled out a retail loan origination system (RLOS) for our customers along with automating the credit card process. Our ambition is to become the digital bank of choice in Bermuda. We plan to launch Newgen’s omnichannel customer engagement (CCM) product suite to further improve our customers’ experience. Our digital transformation journey so far has been fantastic with Newgen as our technology partner.
Michael-decouto

Michael DeCouto

Michael DeCouto

Chief Digital & Marketing Officer

Clarien Bank Bermuda

Customer Speak
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Newgen demonstrated to us a ‘can do, will do’ attitude towards the business. They demonstrated practical ways of integration and capability of their omnichannel platform which we could build upon with other products, be it on the deposit side or loan side. When we did our due diligence by talking with other peer banks, we found that they had a very good experience with Newgen in terms of delivery, execution, focus, and flexibility.
Newgen demonstrated to us a ‘can do, will do’ attitude towards the business. They demonstrated practical ways of integration and capability of their omnichannel platform which we could build upon with other products, be it on the deposit side or loan side. When we did our due diligence by talking with other peer banks, we found that they had a very good experience with Newgen in terms of delivery, execution, focus, and flexibility.
Newgen demonstrated to us a ‘can do, will do’ attitude towards the business. They demonstrated practical ways of integration and capability of their omnichannel platform which we could build upon with other products, be it on the deposit side or loan side. When we did our due diligence by talking with other peer banks, we found that they had a very good experience with Newgen in terms of delivery, execution, focus, and flexibility.
Greg-Sullins

Greg Sullins

Greg Sullins

Executive Vice President

Wilson Bank & Trust

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With Newgen’s digital automation platform, we transformed the customer onboarding process at our branches in the first phase of our implementation. After the success of this project, we rolled out a retail loan origination system (RLOS) for our customers along with automating the credit card process. Our ambition is to become the digital bank of choice in Bermuda. We plan to launch Newgen’s omnichannel customer engagement (CCM) product suite to further improve our customers’ experience. Our digital transformation journey so far has been fantastic with Newgen as our technology partner.
With Newgen’s digital automation platform, we transformed the customer onboarding process at our branches in the first phase of our implementation. After the success of this project, we rolled out a retail loan origination system (RLOS) for our customers along with automating the credit card process. Our ambition is to become the digital bank of choice in Bermuda. We plan to launch Newgen’s omnichannel customer engagement (CCM) product suite to further improve our customers’ experience. Our digital transformation journey so far has been fantastic with Newgen as our technology partner.
With Newgen’s digital automation platform, we transformed the customer onboarding process at our branches in the first phase of our implementation. After the success of this project, we rolled out a retail loan origination system (RLOS) for our customers along with automating the credit card process. Our ambition is to become the digital bank of choice in Bermuda. We plan to launch Newgen’s omnichannel customer engagement (CCM) product suite to further improve our customers’ experience. Our digital transformation journey so far has been fantastic with Newgen as our technology partner.
Michael-decouto

Michael DeCouto

Michael DeCouto

Chief Digital & Marketing Officer

Clarien Bank Bermuda

Customers Speak
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Newgen demonstrated to us a ‘can do, will do’ attitude towards the business. They demonstrated practical ways of integration and capability of their omnichannel platform which we could build upon with other products, be it on the deposit side or loan side. When we did our due diligence by talking with other peer banks, we found that they had a very good experience with Newgen in terms of delivery, execution, focus, and flexibility.
Newgen demonstrated to us a ‘can do, will do’ attitude towards the business. They demonstrated practical ways of integration and capability of their omnichannel platform which we could build upon with other products, be it on the deposit side or loan side. When we did our due diligence by talking with other peer banks, we found that they had a very good experience with Newgen in terms of delivery, execution, focus, and flexibility.
Newgen demonstrated to us a ‘can do, will do’ attitude towards the business. They demonstrated practical ways of integration and capability of their omnichannel platform which we could build upon with other products, be it on the deposit side or loan side. When we did our due diligence by talking with other peer banks, we found that they had a very good experience with Newgen in terms of delivery, execution, focus, and flexibility.
Greg-Sullins

Greg Sullins

Greg Sullins

Executive Vice President

Wilson Bank & Trust

Quote Icon
With Newgen’s digital automation platform, we transformed the customer onboarding process at our branches in the first phase of our implementation. After the success of this project, we rolled out a retail loan origination system (RLOS) for our customers along with automating the credit card process. Our ambition is to become the digital bank of choice in Bermuda. We plan to launch Newgen’s omnichannel customer engagement (CCM) product suite to further improve our customers’ experience. Our digital transformation journey so far has been fantastic with Newgen as our technology partner.
With Newgen’s digital automation platform, we transformed the customer onboarding process at our branches in the first phase of our implementation. After the success of this project, we rolled out a retail loan origination system (RLOS) for our customers along with automating the credit card process. Our ambition is to become the digital bank of choice in Bermuda. We plan to launch Newgen’s omnichannel customer engagement (CCM) product suite to further improve our customers’ experience. Our digital transformation journey so far has been fantastic with Newgen as our technology partner.
With Newgen’s digital automation platform, we transformed the customer onboarding process at our branches in the first phase of our implementation. After the success of this project, we rolled out a retail loan origination system (RLOS) for our customers along with automating the credit card process. Our ambition is to become the digital bank of choice in Bermuda. We plan to launch Newgen’s omnichannel customer engagement (CCM) product suite to further improve our customers’ experience. Our digital transformation journey so far has been fantastic with Newgen as our technology partner.
Michael-decouto

Michael DeCouto

Michael DeCouto

Chief Digital & Marketing Officer

Clarien Bank Bermuda

Customers Speak
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With Newgen’s low code digital automation platform, we have been able to digitize most of the paperwork in a centralized repository. Our operational efficiency has improved significantly by automating the manual processes. The easy and quick customer validation process has significantly reduced the processing time of personal and housing loans. The real-time reporting functionality has enhanced process visibility and control. We are glad to have Newgen as our technology partner for over a decade and has helped us stay current, compliant, and competitive with its products.
With Newgen’s low code digital automation platform, we have been able to digitize most of the paperwork in a centralized repository. Our operational efficiency has improved significantly by automating the manual processes. The easy and quick customer validation process has significantly reduced the processing time of personal and housing loans. The real-time reporting functionality has enhanced process visibility and control. We are glad to have Newgen as our technology partner for over a decade and has helped us stay current, compliant, and competitive with its products.
With Newgen’s low code digital automation platform, we have been able to digitize most of the paperwork in a centralized repository. Our operational efficiency has improved significantly by automating the manual processes. The easy and quick customer validation process has significantly reduced the processing time of personal and housing loans. The real-time reporting functionality has enhanced process visibility and control. We are glad to have Newgen as our technology partner for over a decade and has helped us stay current, compliant, and competitive with its products.
Tahir-Taha

Dr. Tariq Saleh Taha

Dr. Tariq Saleh Taha

Chief Retail Banking Officer

Bank Dhofar

Customers Speak
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Using Newgen’s online account opening software, built on a low code digital automation platform, has enabled Fidelity Bank to digitize and standardize its account opening process. Hitherto, the process required various manual hand-offs, resulting in high turnaround time and errors. With Newgen’s software, the bank has witnessed a reduction in operational expenses and an improvement in the customer response time, thereby enhancing customer experience. Newgen has proven to be a reliable partner in our digital transformation journey.
Using Newgen’s online account opening software, built on a low code digital automation platform, has enabled Fidelity Bank to digitize and standardize its account opening process. Hitherto, the process required various manual hand-offs, resulting in high turnaround time and errors. With Newgen’s software, the bank has witnessed a reduction in operational expenses and an improvement in the customer response time, thereby enhancing customer experience. Newgen has proven to be a reliable partner in our digital transformation journey.
Using Newgen’s online account opening software, built on a low code digital automation platform, has enabled Fidelity Bank to digitize and standardize its account opening process. Hitherto, the process required various manual hand-offs, resulting in high turnaround time and errors. With Newgen’s software, the bank has witnessed a reduction in operational expenses and an improvement in the customer response time, thereby enhancing customer experience. Newgen has proven to be a reliable partner in our digital transformation journey.
simonadu

Mr. Simon Adu-Gyamfi

Mr. Simon Adu-Gyamfi

Director, Banking Operations

Fidelity Bank Ghana Limited

Customers Speak
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With Newgen’s contextual content services (ECM) product suite, we have successfully digitized our manual contracts filing. Newgen’s ECM is available to our users both in English and French, thereby making it easy for users to access the content in their preferred language. The important reasons for adopting this product was its ability to seamlessly integrate with internal systems, user friendliness, and contentious support/engagement. Newgen team ensured all compliance requirements. We are happy to engage with Newgen and look forward to leveraging their products for our current and future digital requirements.
With Newgen’s contextual content services (ECM) product suite, we have successfully digitized our manual contracts filing. Newgen’s ECM is available to our users both in English and French, thereby making it easy for users to access the content in their preferred language. The important reasons for adopting this product was its ability to seamlessly integrate with internal systems, user friendliness, and contentious support/engagement. Newgen team ensured all compliance requirements. We are happy to engage with Newgen and look forward to leveraging their products for our current and future digital requirements.
With Newgen’s contextual content services (ECM) product suite, we have successfully digitized our manual contracts filing. Newgen’s ECM is available to our users both in English and French, thereby making it easy for users to access the content in their preferred language. The important reasons for adopting this product was its ability to seamlessly integrate with internal systems, user friendliness, and contentious support/engagement. Newgen team ensured all compliance requirements. We are happy to engage with Newgen and look forward to leveraging their products for our current and future digital requirements.
Vinodanand-jha

Vinodanand Jha

Vinodanand Jha

Sr. Vice President – Information Technology and Administration

Olam International Ltd. Gabon

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We have successfully completed over 3 years of Go Live with Newgen as one of our valuable IT partner. Implementation of Newgen product has successfully addressed challenges faced by TCI related to Accounts Payable Project. Post successful Go Live, Newgen has worked closely with TCI team to implement change requests which have enhanced user experiences over period of time.
We have successfully completed over 3 years of Go Live with Newgen as one of our valuable IT partner. Implementation of Newgen product has successfully addressed challenges faced by TCI related to Accounts Payable Project. Post successful Go Live, Newgen has worked closely with TCI team to implement change requests which have enhanced user experiences over period of time.
We have successfully completed over 3 years of Go Live with Newgen as one of our valuable IT partner. Implementation of Newgen product has successfully addressed challenges faced by TCI related to Accounts Payable Project. Post successful Go Live, Newgen has worked closely with TCI team to implement change requests which have enhanced user experiences over period of time.
amit-sadhwani

Amit Sadhwani

Amit Sadhwani

GM Finance

Travel Corporation of India

Customers Speak
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Any improvement starts from a pebble idea; I always believe projects are generated by pebble ideas—ideas which create ripples of transformation. So, here the pebble idea was to capture optical character recognition (OCR) in the invoices. This led to the massive overhauling of systems and underlying processes. With Newgen’s digital transformation platform, we developed such a unique system that hyper-drives and empowers more efficient, optimal processes. The benefits are reaped at the scale at which we operate, bringing all business units together under one umbrella. The system went live just before the break of the pandemic, making our team well-equipped to carry out our operations from the safety of our homes. We would have been badly stuck, if not for this system.
Any improvement starts from a pebble idea; I always believe projects are generated by pebble ideas—ideas which create ripples of transformation. So, here the pebble idea was to capture optical character recognition (OCR) in the invoices. This led to the massive overhauling of systems and underlying processes. With Newgen’s digital transformation platform, we developed such a unique system that hyper-drives and empowers more efficient, optimal processes. The benefits are reaped at the scale at which we operate, bringing all business units together under one umbrella. The system went live just before the break of the pandemic, making our team well-equipped to carry out our operations from the safety of our homes. We would have been badly stuck, if not for this system.
Any improvement starts from a pebble idea; I always believe projects are generated by pebble ideas—ideas which create ripples of transformation. So, here the pebble idea was to capture optical character recognition (OCR) in the invoices. This led to the massive overhauling of systems and underlying processes. With Newgen’s digital transformation platform, we developed such a unique system that hyper-drives and empowers more efficient, optimal processes. The benefits are reaped at the scale at which we operate, bringing all business units together under one umbrella. The system went live just before the break of the pandemic, making our team well-equipped to carry out our operations from the safety of our homes. We would have been badly stuck, if not for this system.
Liza Montelibano

Liza Montelibano

Liza Montelibano

Chief Financial Officer & Corporate Information Officer

Aboitiz Power Corporation

Customers Speak
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Any improvement starts from a pebble idea; I always believe projects are generated by pebble ideas—ideas which create ripples of transformation. So, here the pebble idea was to capture optical character recognition (OCR) in the invoices. This led to the massive overhauling of systems and underlying processes. With Newgen’s digital transformation platform, we developed such a unique system that hyper-drives and empowers more efficient, optimal processes. The benefits are reaped at the scale at which we operate, bringing all business units together under one umbrella. The system went live just before the break of the pandemic, making our team well-equipped to carry out our operations from the safety of our homes. We would have been badly stuck, if not for this system.
Any improvement starts from a pebble idea; I always believe projects are generated by pebble ideas—ideas which create ripples of transformation. So, here the pebble idea was to capture optical character recognition (OCR) in the invoices. This led to the massive overhauling of systems and underlying processes. With Newgen’s digital transformation platform, we developed such a unique system that hyper-drives and empowers more efficient, optimal processes. The benefits are reaped at the scale at which we operate, bringing all business units together under one umbrella. The system went live just before the break of the pandemic, making our team well-equipped to carry out our operations from the safety of our homes. We would have been badly stuck, if not for this system.
Any improvement starts from a pebble idea; I always believe projects are generated by pebble ideas—ideas which create ripples of transformation. So, here the pebble idea was to capture optical character recognition (OCR) in the invoices. This led to the massive overhauling of systems and underlying processes. With Newgen’s digital transformation platform, we developed such a unique system that hyper-drives and empowers more efficient, optimal processes. The benefits are reaped at the scale at which we operate, bringing all business units together under one umbrella. The system went live just before the break of the pandemic, making our team well-equipped to carry out our operations from the safety of our homes. We would have been badly stuck, if not for this system.
Liza Montelibano

Liza Montelibano

Liza Montelibano

Chief Financial Officer & Corporate Information Officer

Aboitiz Power Corporation

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Newgen demonstrated to us a ‘can do, will do’ attitude towards the business. They demonstrated practical ways of integration and capability of their omnichannel platform which we could build upon with other products, be it on the deposit side or loan side. When we did our due diligence by talking with other peer banks, we found that they had a very good experience with Newgen in terms of delivery, execution, focus, and flexibility.
Newgen demonstrated to us a ‘can do, will do’ attitude towards the business. They demonstrated practical ways of integration and capability of their omnichannel platform which we could build upon with other products, be it on the deposit side or loan side. When we did our due diligence by talking with other peer banks, we found that they had a very good experience with Newgen in terms of delivery, execution, focus, and flexibility.
Newgen demonstrated to us a ‘can do, will do’ attitude towards the business. They demonstrated practical ways of integration and capability of their omnichannel platform which we could build upon with other products, be it on the deposit side or loan side. When we did our due diligence by talking with other peer banks, we found that they had a very good experience with Newgen in terms of delivery, execution, focus, and flexibility.
Greg-Sullins

Greg Sullins

Greg Sullins

Executive Vice President

Wilson Bank & Trust

Functions of Newgen Workflow Management Software

Easy to Create Forms and UI

It’s important to have visual development functionality which allows users to create and customize dynamic forms easily.

Workflow and Business Logic

Drag and drop capability to create business workflows for user task mapping and ability to control business logic through the simple configuration of workflow routing rules.

Low Code Development and Change Management

With features, including intuitive visual form builders, workflow system, dashboards, and report designers, workflows can be managed easily and quickly by business users without relying entirely on the central IT team.

Third-party Integration

With the capability to easily integrate with third-party systems like HRMS, ERP, and CRM, businesses can get seamless employee and customer experience without siloes.

Security, Authentication, and Role-based Access Control

Choosing a trusted vendor becomes more important for certain business processes that contain sensitive and confidential data like purchase orders and medical details.

If you choose cloud or on-premises, security will always be a concern. A smart workflow solution provides granular controls to ensure that only authorized users, based on their roles, access the information they need.

Accountability

Workflow management systems make it easier for businesses to keep track of their requests. With one workflow software, the user can maintain a record of all the activities, including who did what and when. This makes it easier for businesses to manage compliance and reporting.

Easy to Create Forms and UI

It’s important to have visual development functionality which allows users to create and customize dynamic forms easily.

Workflow and Business Logic

Drag and drop capability to create business workflows for user task mapping and ability to control business logic through the simple configuration of workflow routing rules.

Low Code Development and Change Management

With features, including intuitive visual form builders, workflow system, dashboards, and report designers, workflows can be managed easily and quickly by business users without relying entirely on the central IT team.

Third-party Integration

With the capability to easily integrate with third-party systems like HRMS, ERP, and CRM, businesses can get seamless employee and customer experience without siloes.

Security, Authentication, and Role-based Access Control

Choosing a trusted vendor becomes more important for certain business processes that contain sensitive and confidential data like purchase orders and medical details.

If you choose cloud or on-premises, security will always be a concern. A smart workflow solution provides granular controls to ensure that only authorized users, based on their roles, access the information they need.

Accountability

Workflow management systems make it easier for businesses to keep track of their requests. With one workflow software, the user can maintain a record of all the activities, including who did what and when. This makes it easier for businesses to manage compliance and reporting.

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All You Need to Know About Workflow Management Software

Workflow software helps design, execute, and automate simple to complex business processes based on pre-defined business rules where tasks, files, and data are routed between people and systems to accomplish the task. It helps automate time-consuming, repeatable manual work, which helps improve process efficiency and speeds up regular business tasks.

Organizations automate business processes with workflow automation software to improve employee productivity, improve task completion accuracy, ensure process auditability, and enable accountability.

The applicability of workflow automation software is enormous. You can automate relatively simple processes, such as expenditure approval for an employee to much more complex processes spanning across departments in your organization.

 

Irrespective of the industry, workflow management solution can be used to automate processes like these and more-

Finance – Expense approvals, Capex requests, salary changes, accounts payable, grants management

Purchasing – Procurement process, vendor management, invoice approvals

Operations – Complaint management, maintenance requests

IT – IT service requests, security access requests, new project requests, change requests, new account setup

Legal – Contract reviews, client intake

HR – Employee onboarding, employee offboarding, timesheets, benefits changes

Sales – Pricing discounts, proposal approvals, quote approvals

Facilities – Resource scheduling, facility access

While you are assessing vendors for the workflow software, make sure you are keeping an eye out for the below features-

  • Intuitive process builder that is easy to use to create, edit, and share workflows
  • Visual form designer with rich and user-friendly design controls
  • Reporting and monitoring to ensure your project is on time
  • Access control feature to ensure data accuracy and security. With role-based rights for access to users, you can assign work steps to particular users and control viewing or editing rights
  • The alerts feature ensures that your team does not miss any deadline
  • Easy integration using APIs and prebuilt connectors with other systems that you might be using, such as CRM software or any other business applications, is a must
  • Data security is extremely important. The software must have browser security, encryption, role-based access controls, and password-protected files.

A workflow management system is a software tool that automates various processes to make them more efficient. It acts as a single platform that brings together different workflow systems into one easy-to-use application. With this system, you can automate multiple tasks in a step-by-step order based on your business rules, whether they are machine-based or human-based. This helps businesses improve their performance and productivity.

The main difference between workflow management solution and business process management is that workflow solution are more geared towards organizing people and documents. BPM, on the other hand, is much more focused on a business’s processes and how they can be managed or improved. Once a process is defined and deployed it is the ongoing analysis of it rather than just making sure the right person is on the right task or that a specific document has been sent.

Where business process management focuses on the entire business process, workflow software focuses on single tasks, which makes it ideal for managing documents and people.

Both solutions are designed to help you streamline your business operations and manage workflow automation.

Benefits of workflow management software are:

  • Enhanced cost savings
  • Improved process efficiency
  • Continuous process improvement
  • Process flexibility for quick changes
  • Increased employee productivity
  • Better collaboration
  • Increased transparency and accountability
  • Enhanced customer experience

Workflow management improves operational consistency by documenting and structuring tasks, making them easy to teach and repeat. It also offers a clear view of how tasks are done, which helps find inefficiencies and areas for automation. Streamlined workflows save time and money while boosting worker satisfaction. Managers can better match skills to tasks, ensuring the right people are assigned to each activity.

A workflow solution offers comprehensive support for low code application development, streamlines business rules management, dynamic case handling, and process insights. It further ensures continuous process improvement, reduces turnaround times, and enhances customer satisfaction.

In a nutshell, workflow management deals with completion of individual tasks, while project management focuses on finishing entire projects within set timeframes.

Workflow management involves optimizing ongoing, repetitive processes within an organization, aiming to improve efficiency and consistency. Project management, on the other hand, is focused on temporary projects with specific goals, resource allocation, and defined start and end dates.

Both are vital for an organization’s success.

Here are some workflow management solution best practices to follow –  

Define workflows clearly: Map existing business processes with tasks, dependencies, and skill requirements, documenting all the workflows in the organization

Prioritize and streamline workflows: Optimize key business processes for efficiency and performance, eliminating redundancies and automating tasks

Monitor and optimize workflows: Continuously track automated workflows’ performance with key performance indicators, making adjustments as needed

Ensure team alignment: Inform and train all stakeholders about workflow changes, gather feedback, and ensure team members are prepared for the new processes

Managing workflow system with Newgen’s low code process automation platform involves leveraging its key features and capabilities to streamline and automate business processes efficiently.

Here are some essential functions:

Easy Form and UI Customization: Users can effortlessly design dynamic forms to meet their needs

Efficient Workflow Automation: Drag-and-drop feature for creating business workflows and configuring routing rules for automation

Low Code Development: Intuitive tools for low code development, reducing IT reliance

Seamless Third-party Integration: Integrates with HRMS, ERP, CRM for a cohesive experience

Robust Security and Access Control: Ensures data protection and role-based access

Comprehensive Accountability: Maintains activity records for compliance and reporting

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