Business Process Management & Workflow
Achieve greater efficiencies and reach operational goals by building well-defined, guided processes.
At a glance
Operational intelligence is about ensuring that the right people have the right information at the right time to make informed decisions. The Business Process Management suite uses the power of workflow, approvals and alerts to ensure that team members across all departments are aligned and have the information they need to do their jobs well.
Benefits and Features
- Connect the dots across the organisation so that all departments and staff work in alignment
- Unleash process improvements incrementally
- Have the right information when you need it to make intelligent decisions and reduce errors
- Create total transparency, consistency and control with clearly defined, system-guided processes
- Automation of mundane, repetitive tasks for a more productive and engaged workforce
- Tailorable to fit different types of customers or other exceptions to the rules
Modules
Active Workflow
Get live updates on company-defined key business metrics, updated in real-time and benefiting from permission-based views.
Information and Document Management
A simple and comprehensive feature that enables receiving, recording, storing and retrieving of documents whether from within Greentree or external systems.
Approvals & Alerts
Keep on top of what's happening with tailored alerts triggered by events as defined by you. Build approval rules based on company scenario and notification needs.
eApprovals
Stay efficient and keep business moving, wherever your teams are, with these tools that provide online access to the Approvals & Alerts module.
Screen Designer
Tailor screens to meet the requirements of your company, specific departments, users or the type of device being used to access the form. All without needing technical expertise.
eDocs
Wasting precious time on manual data entry? Go paperless. eDocs will slash the labour required to process documents including invoices, remittances, statements and expenses.