By automating the routine business processes within your organization, you can increase efficiency, reduce errors, increase accountability, and ensure compliance with standards and legal requirements. Exact Synergy’s business process management (BPM) capabilities enable you to use workflow to quickly distribute tasks to the right people, track the progress of each task, and report on the results. Because business processes often involve stakeholders outside of your organization, Synergy’s workflow automation isn’t limited to your employees – your customers and business partners are also involved. For example, a workflow task could begin with a request submitted via the customer portal or end with an order confirmation sent to a customer. This workflow automation is provided as part of your overall business management system, so information is not just kept in a file somewhere; instead, it is always linked to people, projects, items and transactions.

• Eliminate unnecessary steps and bottlenecks with optimized and standardized processes.
  
  
• Ensure that processes are uniform, clear and controllable with pre–defined steps, authorizations, and turnaround times.
  
  
• Automate event–driven tasks using Exact Event Manager.
  
  
• Make responsibilities visible and the status of assignments and tasks transparent by sending workflow tasks instead of e–mail messages.
  
  
• Link tasks to projects, documents, customers, products, and financial transactions and control access through security levels.
  
  
• Use your Website and portals to include customers, partners and suppliers in your processes.
  
  
• Manage by exception, using Exact Event Manager to generate alerts or reports when pre–defined conditions are met.
  
  
• Generate automatic orders, invoices, or other financial transactions as part of workflow processes.
  
  
• Analyze business processes with activity reporting based on workflow transactions.

Workflow Management

Business Process Management

Business Process Management (BPM)