Track all of your data using workflow management to find redundant tasks, automate the process, and identify bottlenecks or areas for improvement.
Track your workflow across all people involved in the process as well as at every stage.
Assign different tasks to the fax wrangler or the CSR in which they will receive automatic notifications.
This will allow you to find out more about your business’s bottlenecks and where to improve.
Assign workflow states and track the length of each task. Automatically send notifications to all working parties everytime the workflow state is updated.
Sales Order Status
Track the status of each sales order and have the ability to organize it. This will allow you to get a better understanding of which part of the cycle you are having a more difficult time with.
Time In Workflow State
View the time of each sales order in a certain workflow state. This will allow you to view which parts of the workflow is the most time consuming, thus allowing for improvements.