Solution
Workflow / BPM
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.
Challenges you face
Problems in day-to-day work
This module is built to fix the problems below.
- You cannot establish a standard flow because approval processes vary from person to person.
- Managing scenarios that require different approvers based on a certain amount or condition is hard to do manually.
- Processes get stuck because work awaiting approval does not reach the right person on time.
- You cannot see at which stage delays occur and whose workload is too high.
- You cannot identify and improve bottlenecks because you cannot measure process performance.
Capabilities
What can you do with Workflow / BPM?
The module's core features.
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 business
What you see in daily 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.
FAQ
Frequently asked questions
BPM is integrated with all of Qera ERP's modules; it connects sales, procurement, production, finance and HR processes.
Yes. For example, you can define rules that require approval from both the finance manager and the general manager for a spending request above a certain amount.
You can track ongoing workflows live and get detailed reports on the average duration of completed processes, bottleneck points and efficiency.
When a workflow starts, tasks are assigned automatically to the relevant people and an email or in-app notification is sent.
Workflow / BPM by sector
Pages on how this module is used in each sector:
Let's configure Workflow / BPM around your business
Get in touch for a demo tailored to your team's needs.