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Remove chaos & inefficiencies

Easily manage the review and approval across a variety of stakeholders including individuals, teams, divisions, and parties. Ensure the right information is provided at each step of the way to accelerate productivity and eliminate errors.

 

 

Process automation – Workflow

Drag-and-drop

With Neota Workflow you can easily map processes by dragging and dropping each step, such as Tasks, Gateways and Emails, to quickly automate a manual process. Workflow enables you to visualize the process and present to key stakeholders for validation before publishing. Take advantage of embedded data storage to report on productivity and trends to allow inefficiencies to be identified and streamlined.

Drag and drop in Workflow

Features

Simple tools to automate complex processes

Visual Construction
Visual Construction

Business users with no technical training can draw and document business processes, which are then completed and activated

Flexibility
Flexibility

Because workflows are composed of solutions built with the uniquely powerful Neota engine, they can be as simple or as complex as the business problem requires, as well as adapting to real-time changes

Case manager
Case manager

In a grid view of process sessions, users and managers track progress, move processes along, and gather stats on outcomes and efficiencies

Conditional Logic
Conditional Logic

Do task A if X, otherwise do task B. Send the next uncompleted task to person X when Y is true

Reminders
Reminders

If task A has not been started or completed on time, send tailored reminders to the assigned people

Multi-party Interaction
Multi-party Interaction

Move work such as review and approval back and forth across parties and business units

Actions
Actions

Resume a process, cancel a step, query an external database, reassign a task

Audit History
Audit History

Progress, status, and all data elements are automatically updated as the process runs