Workflow Management Software

Modernize and automate the back office with workflows that work for you

IntelliChief’s workflow management software can help you streamline your most important business processes. Rule-based routing ensures that every step is completed in the correct order, and automation helps you complete repetitive steps behind the scenes. Meanwhile, you can see the status of every project, at every time.

With electronic reminders and notifications keeping everything on schedule, you can spend less time on behind-the-scenes administration. You can also ensure compliance with your established business rules – eliminating the challenge of “tribal knowledge” in each department or business unit.

IntelliChief’s Workflow Management Software Solutions

Our software can simplify almost any back-office business process. You can use IntelliChief for:

When you first get started, you can decide what each workflow should look like – from beginning to end. You can create custom business rules, and our software enforces them.

Why Use Workflow Management Software?

Even the simplest workflows require your employees’ constant time and attention. (They’re also delay-prone and error-prone). An entire project can be thrown off by a misplaced document, an out-of-office employee, or a data entry error. The busier you are, the harder it is to keep up.

Workflow automation helps you work more efficiently. Software completes your most time-consuming tasks, while your employees spend their time on more important projects. And as your company grows, you can easily keep pace with an increased volume of work.

Technology That Works the Way That You Work

You already know how your processes should be carried out. With our workflow management software, you don’t have to change the way you do business – whether that’s who approves your procurement requests, how you process your orders, or how you invoice your customers. Because IntelliChief is a natural extension of your existing workflows, you can hit the ground running.

Our easy-to-use software lets you easily map out each of your internal processes. (You can create different paths and hierarchies for each individual procedure.) Using these company’s custom business rules, IntelliChief can then move each workflow through its corresponding sequence.

When one (or more) steps in a process can be automated, our software works to complete these steps behind the scenes. Without any intervention, it can:

  • Collect data from your business documents
  • Import data into your ERP
  • Validate your invoices
  • Send documents to different users and departments

When a workflow requires an employee’s input, the system tells them exactly what needs to be done (and when). Natural language prompts prevent confusion, and automatic reminders prevent accidental delays. (If something isn’t completed right away, IntelliChief can escalate it to another user so that the entire process isn’t held up.) Your employees can see all of their pending tasks from a single dashboard, while easily collaborating with the rest of their team.

Other features include:

Mobile Workflow Functionality

When employees go on vacation (or are working remotely), workflows can come to a halt. But with IntelliChief, your team can complete their work from any computer or mobile device. Our mobile workflow software lets users review, comment on, and approve documents from a smartphone or tablet.

Custom Permissions and User Roles

When you’re managing multiple workflows on the same platform, it’s important to keep everything secure. IntelliChief lets you easily create custom access permissions and user roles, while encryptions and active user authentications protect the information in your archive. Information is shared on a “need-to-know” basis, and users can even redact sensitive data when documents are viewed by specific individuals.

Workflow Tracking

You need to know what your employees are working on, what projects are already finished, and what projects have yet to be started. With our workflow management software, you can see where every project is, at any point in time. Plus, our business reporting solutions let you visualize all your work while keeping an eye on important performance metrics.

Parallel Workflow Processing

Some workflows need to have each task completed in a specific order. Once Step A is complete, it triggers the start of Step B. Other workflows can have separate teams complete their respective tasks at the same time, speeding up the entire process.

IntelliChief has parallel processing capabilities, allowing multiple users to complete pending tasks at the same time. Our software updates each workflow as changes occur, helping you close out each workflow as quickly as possible.

Workflow Analytics

IntelliChief streamlines your reporting with robust, integrated reports. You can see where delays most commonly occur and why, allowing you to easily assess (and improve) each department’s productivity.

Real-Time Database Integrations

IntelliChief integrates with your other business systems in real-time. It automatically syncs your information across multiple applications – preventing duplicate efforts and repetitive work. As you move through each workflow, you have access to all of the data you need – at any time.

See Our Workflow Management Software in Action

Our solutions are designed for the enterprise. You can use them for any workflows, in any department. Instead of dealing with disparate systems, you can manage all of your automated workflows from a single, customizable platform.

As your company grows, you can easily automate new processes without complex coding. You can add, manage, or delete workflows in seconds, and our Professional Services team is always standing by if you need help with process design. Before you go live, we’ll configure your solution to ensure that it meets your needs so that you’re primed to achieve the highest return on your investment.

To learn more about IntelliChief, contact us today. Or, request a demo of our workflow management software and see firsthand how automation can streamline your specific business processes.