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Visual Workflows

Pivotal Visual Workflow

Quickly deploy business processes by eliminating the need for a development environment and utilizing a visually connected action based designer. Workflow is a term used to describe the tasks, procedural steps, organizations or people involved, required input and output information, and tools needed for each step in a business process.

The Pivotal Visual Workflow Tool is a drag and drop, flowchart style designer that will allow the creation of a business process in both the production and customization environment. It saves organizations time and money while empowering them to precisely model their unique processes.

Key Features

  • Flexibility for Who, When, and Where to implement a new process
  • No coding necessary, can be performed by non-technical staff
  • Work within a ‘whiteboard’ environment
  • Directly manage data and automate everyday routines
  • Removes the bottleneck of a development environment
  • Designer that replicates a whiteboard
  • Expanded accessibility for customizers of the system
  • Easy maintenance of production data

Here's what Visual Workflow can do for your organization

Simple Definition of Your CRM Wish-List

Business Analysts – The Pivotal workflow tool allows a process to be defined the same way it would be on paper – in a visual flowchart representation of the steps required to complete an action. Being available in the customizations system as well as the production system allows these processes to be associated to system events that trigger transparently for the end user.

IT personnel will have a tool that allows direct manipulation of the production data through the client allows for complex data management activities to occur without the necessity of a system upgrade or a long development process.

Streamlined CRM Processes From Developers to End Users

Developers can create a library of functions to share with workflow designers. This will allow the developer to focus on the more complicated processes that need the flexibility and performance gains provided by developing in code while allowing analysts or administrators to utilize these processes in their own basic scenarios.

End users will ultimately benefit by having their requirements easily translated into a model they can understand and with a fast turnaround for new requirements improves adoption of the system when their inputs can be easily reflected in the product.