Business Process Management

Financial Services


Advanced Workflow

Reduce paper, automate processes and integrate systems


Benefits

  • Enable a paperless office that streamlines business processes, minimizes risk and enhances accountability

  • Improve the accessibility and efficiency of eForms, while reducing ownership costs and deployment times

  • Comply with government regulatory requirements

  • Deploy to all of your users affordably

  • Reduce exposure to the risk of audit, regulatory and litigation issues

  • Improve productivity, create highly accessible and accurate information, and enhance the response capabilities of users

Livelink ECM – Advanced Workflow combines a secure document repository and information retrieval with state-of-the-art process automation tools. Define, apply, and reuse business logic to improve your organizational processes.

Your foundational investment in Advanced Workflow allows you to:

  • Create electronic forms to help automate business processes to reduce paper consumption

  • Automatically verify data submissions through integrated exception handling and data validation

  • Accelerate approvals and facilitate document tracking by using electronic signatures with workflow steps and electronic forms

  • Enable data interchange between external systems to make routing decisions or to synchronize data across multiple applications

  • Enhance corporate accountability

  • Reduce exposure to risk from audit and regulatory and litigation issues


  • Features

Streamline traditional business processes to increase productivity and operational efficiency:

  • Drag-and-drop form objects from the shape and component gallery to create HTML or PDF electronic forms

  • Populate fields dynamically and automatically extract data for use in workflows

  • Add signing events to workflows and electronic forms

  • Create dynamic reports by filtering and sorting data attributes from diverse sources

  • Export reports in various formats to desktop, email, or Livelink ECM

  • Trigger and schedule automatic processes within workflows

  • Remotely initiate workflow processes to update or retrieve data from external systems

Other components of Advanced Workflow include:



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