Workflow Management - Document Routing and Approvals

Workflow Automation and Management Software

infoRouter Workflow Automation and Management Software empowers businesses to automate routine tasks, streamline operations, and ensure that every project moves forward without delays. Our solution provides powerful tools for creating and managing workflows, enabling teams to focus on what matters most—driving productivity and efficiency.

Workflow management and business process management (BPM) is a tightly integrated feature of infoRouter. The workflow automation module helps you manage your documents and business processes more effectively than ever.

infoRouter allows you to create complex workflow automation scenarios to streamline your business processes. Document approvals, reviews, routing documents and many other business processes can be automated and managed using infoRouter. Tasks can be automatically created, tracked and advanced to the next person in line. infoRouter tasks are reminded to users with email notifications and application alerts. Each user in the path of the defined workflow is able to perform a variety of tasks such as:

  • Review and edit document
  • Edit attached documents
  • Add attachments
  • Create ad-hoc tasks for others

and much more before passing the batch to the next person in line.

Workflow management increases productivity by thrity percent

You can create recurring workflows

You can create ISO review tasks and set a schedule with which a document or a set of documents should be reviewed. The task to perform the review can be an individual or an automatically fired workflow which involves multiple people. The workflow can a simple task or a set of complex tasks.


Workflow Tools for Enhanced Efficiency

Our software provides robust workflow tools designed to help you optimize and automate repetitive processes. By leveraging our Workflow Management Tool, businesses can eliminate bottlenecks and accelerate workflows across departments. These tools are essential for managing complex workflows that require precision and coordination.

With infoRouter, you don’t need to start from scratch. Our software offers the ability to use existing workflows as templates to build other unique workflows that can be customized to suit your specific business requirements. This allowins you to rapidly deploy workflows and tailor them to fit your needs.


Customizable Workflows for Your Business

Every business is unique, and so are its workflows. infoRouter offers customizable workflows that adapt to your processes, not the other way around. With the flexibility to design unlimited workflows, our system allows you to manage tasks based on your unique business automation needs.

Advanced Features for Workflow Management

  • Task tracking
  • Access control
  • Role-Based Access Control (RBAC)

infoRouter’s advanced features provide businesses with the tools they need to automate even the most complex tasks. From task tracking to access control, our software ensures that workflows run smoothly and efficiently. We offer Role-Based Access Control (RBAC) to ensure that only authorized individuals can access sensitive information and take necessary actions within a workflow.

Security is a top priority for infoRouter. This feature is particularly important for businesses that handle confidential data and need to ensure compliance with security standards.


Collaboration Tools for Team Success

Collaboration is essential to any successful workflow. infoRouter’s collaboration tools are designed to foster team collaboration and enhance collaboration among team members. With features such as real-time task updates, document sharing, and commenting, our platform promotes seamless communication and cooperation, ensuring everyone stays on the same page.

This ensures that your team can work together effectively. By providing a platform that integrates communication and task management, infoRouter helps teams coordinate on projects, assign roles, and complete tasks efficiently. These tools are designed to boost team collaboration and enhance productivity.


Powerful Workflow Solutions for Every Business

Our workflow solutions are scalable, making them ideal for both small businesses and large enterprises. Whether you need a simple process for task assignment or an enterprise workflow management tool, infoRouter’s powerful features ensure that your workflows are managed with precision. The intuitive interface makes it easy for users to create and manage workflows without technical expertise.


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Task Tracking and Advanced Task Management

Keeping track of tasks is crucial for staying organized. infoRouter’s advanced task management capabilities allow you to monitor progress, assign tasks, and set deadlines. With integrated task tracking, you can easily see who is responsible for what and when tasks are due, ensuring that nothing falls through the cracks.

All workflow steps and tasks are closely monitored and recorded for audit purposes. You can access and present the audit logs to the correct parties quickly when, for example, you're faced with an e-discovery case. Users with appropriate access permissions can track these documents and their current workflow statuses.

A reporting module is also present so you can track the status of each workflow down to the task level. You can quickly identify:

  • Workflow tasks that are stuck
  • Tasks that are past-due
  • Work load of different individuals and their performance

Business Automation with Workflow Creation

infoRouter’s business automation tools simplify workflow creation, helping you design workflows that streamline operations and eliminate redundant tasks. Automation minimizes the need for manual intervention, making your business processes faster and more efficient.


Seamless Integration and Powerful Workflow Tools

infoRouter’s workflow management tool integrates seamlessly with your existing business systems, enhancing your current processes. With unlimited workflows, workflow tools, and an intuitive interface, you can easily automate, track, and manage your tasks with confidence.


Workflow Management Examples:

  • Manage procedures subject to ISO Document Control
  • Satisfy regulatory compliance requirements where documents are passed around automatically and reviewed by the defined users until the document is either rejected or approved.
  • A document is passed around key players or subject matter experts for their review and comments
  • Strict task requirements where each task must be performed
  • Flexible workflows where tasks can be re-assigned or ad-hoc tasks are created mid-stream.

Easy to create workflow definitions

The familiar and easy to use interface of infoRouter allows administrators to create robust workflow definitions without any need for special expertise or programming knowledge


Benefits of Business process management

  • Standardized document and task handling through business process automation.
  • Standardized document life cycle management.
  • Proper tracking and auditing of business processes and document handling.
  • Increased content quality.
  • Elimination of risks associated with errors and omissions.
  • Notifications and alerts to ensure proper scheduling and task balancing.
  • Task escalation to ensure timely processing of job functions.
  • Streamlining of common business processes for consistent operations.

Conclusion

If you're looking for a powerful and flexible Workflow Management Software solution to automate and streamline your business operations, infoRouter’s Workflow Automation Software is the answer. Our software empowers businesses to reduce manual tasks, improve efficiency, and ensure that every workflow is executed accurately and on time. With advanced features, collaborative tools, and strong access control, infoRouter is the ideal solution for managing your workflows effectively.


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