The Power of Strong Workflow in an Organization
What does it mean when a productivity suite boasts it has strong workflow, and how can you tell? The bottom line is workflow should be flexible enough to conform to your organization, and not the other way around. In this blog we will look at 5 ways to evaluate workflow.
1. Unlimited Steps
Workflow is established through rules, with each rule being a separate step that directs documents to an individual reviewer.
Having an unlimited step capability should be a basic requirement for organizations because it lays the groundwork for allowing you to match your workflow to your organization’s structure.
DXC Procurement Solution’s Advanced Policy module provides this for organizations, as there is no restriction on the number of steps that some products have. Documents can be routed anywhere in the organization as needed.
2. Conforms to Your Business
Whether the approval authority in a company is based on a series of hierarchical relationships or based on authorization levels depicted in a classic organization chart, workflow should be able to support your organization’s structure.
DXC Procurement Solution does this by representing an organization’s structure within its User and Department setup. Workflow rules are then created to support the configuration.
As you can see in the example, approval hierarchies can be defined for both individual users and their departments. This provides great flexibility, allowing DXC Procurement Solution’s workflow to be configured in any number of ways to use the structure. For example, workflow steps can reference specific users or individual manager fields within the hierarchies. Approval limits for reviewers can also be referenced.
3. Distinct Workflow for Each Document Type
In most companies, requisitions, invoices, and expense documents each need to be reviewed and approved by a distinct, and in some cases completely different, set of individuals. Your product’s workflow should be robust enough to do this.
With DXC Procurement Solution, distinct workflow by document type can be created through conditional routing policies. The workflow below depicts a main policy that is assigned to all documents entering the workflow, identifying each of its conditional policies.
Each document type branches to a different conditional policy. This scenario provides an efficient means for assigning and maintaining workflow.
4. Easy to Maintain – Replace Reviewers
Although stability is essential in organizations, people do come and go, and you’ll need to accommodate that in your workflow.
DXC Procurement Solution makes this easy with a report that identifies every place within the product that a reviewer is defined, helping an administrator determine the scope of a personnel change. The Replace Reviewer utility then allows then a tool allows administrators to make a personnel change automatically and quickly.
The replacement tool updates the User and Department Setup hierarchy in addition to the workflow steps themselves.
5. Window into Microsoft Dynamics SL ERP Data as the Basis for Routing
A product should have the visibility to base its workflow on the Dynamics ERP data. DXC Procurement Solution can do this when workflow rules need to be based on GL Account segments or Subaccount, vendors or vendor classes, item or item class, among many other data entities in Dynamics. This capability extends the power of the workflow engine back to Dynamics SL.
DXC Procurement Solution, formerly known as ReQlogic, has been integrating our product into Dynamics SL since 2001. For questions or additional information about DXC Procurement Solution’s workflow, contact us at email@example.com