Services · Industry Solution
Workflow / BPM for Services
In service businesses, contracts, field service and time/cost tracking require functions to track each contract’s profitability and delivery commitment together. A process-management module integrated with all modules. Automate manual, error-prone processes with graphical process design, conditional approval flows, automatic task assignment, notifications and live process tracking.
Services context
Why Workflow / BPM works differently in Services
In Services, service businesses center on sector-specific concepts such as service contract, project/contract-based work, field service. In service businesses, contracts, field service and time/cost tracking require functions to track each contract’s profitability and delivery commitment together.
Qera ERP's Workflow / BPM module is set up around how the services sector works: Binds quote, approval and billing steps to designed flows to speed up operations.
- When the time and cost spent on service projects isn't tracked, project profitability is unknown.
- When contract, subscription and recurring service invoices are handled by hand, revenue leakage and errors occur.
- When field service and maintenance jobs aren't planned, teams are used inefficiently and SLAs are at risk.
Capabilities
How Qera Workflow / BPM works in Services
The core capabilities of the Workflow / BPM module, described for the contract, project and field service needs of the services sector.
Graphical process design
Design your business workflows easily with a graphical interface; define the steps a quote approval, purchase request or leave request will pass through.
Conditional flows
Set conditional rules, such as requiring approval from both the finance manager and the general manager for spending above a certain amount; complex approval scenarios are covered too.
Task assignment and notifications
When a workflow starts, tasks are assigned automatically to the relevant people and an email/in-app notification is sent; no task is forgotten.
Cross-module integration
It connects processes across modules such as sales-finance, procurement-warehouse and HR-accounting.
Live process tracking
Monitor all ongoing workflows live; see at which stage delays occur and whose workload is too high.
Reporting and analysis
Continuously improve your processes with reports on the average duration of completed processes, bottleneck points and operational efficiency.
Outcomes
What it delivers for your Services business
What you see in services operations once it is set up properly.
- Manual, slow and error-prone processes run automatically through defined workflows.
- Approval rules that vary by amount and condition are defined in the system.
- Tasks are assigned and notifications sent automatically, so no step is skipped.
- Process reports show at which step delays occur.
Explore further
Related pages
Full details of the Workflow / BPM module, the Services sector page and other Services solutions.
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