Business workflows

Manage your collaborative workflows with simple clicks. Include custom tools and permissions in each step. Use automation to record key milestones in the blockchain.


What are workflows?

A Workflow is a sequence of tasks that processes a set of data. Anytime data is passed between humans and/or systems, a workflow is created. Workflows are the paths that describe how something goes from being undone to done, or raw to processed.

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Workflows hide in many places

3 types of workflows

If you have a lot of emails you mindlessly pass down an invisible chain or organisational steps, a workflow. If you print the same form over and over again, that is a workflow.

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Process Workflow

It happens when the set of tasks is predictable and repetitive. This means that before an item begins the workflow, you know exactly what path it should take.
Example: Purchase requisition approval workflow.

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Case Workflow

In a case workflow, you do not know the path required to complete the item at the start. The path reveals itself as more data is gathered. Examples: Support tickets and insurance claims.

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Project Workflow

Projects have a structured path similar to processes, but there may be more flexibility along the way.
Example: Releasing a new version of your website.

Examples of business workflows

You can define any collaborative or isolated processes to match your custom requirements. For recruitment, selection, approvals, innovation and more.

Approval process

Make sure important decisions or small administrative tasks follow the right processes.

Selection process

Select applicants for jobs, vendors with custom solutions, products, and more.

Request for proposal

Ask for new proposals in particular contexts. Reviews them with custom reviews.

Articles edition

Select new articles subjects and validate them in several stages.

Ideas selection

Create timed challenges or ongoing ideas campaigns. Evaluate each of them. Turn them into concrete projects.

Projects validation

In stage-gate process, with integrated kanban and economic evaluation, create powerful projects selection

Why do you need to manage workflows?

Improve business operations

By defining specific steps and sequences needed to complete a task, you can improve business operations.

Reduce operational expenses

As processes are streamlined and work gets done faster, you may find that you need fewer resources to get the job done.

Eliminate redundant processes

Using workflow management can help you more easily detect redundancies and eliminate waste.

How does it work?

Example: Add a custom step in campaigns

Our stage-gate tools


The basic idea of stage-gate models is to break the project down into key stages, each with a key focus to help define and progress the development of the project. Implicit in this is the concept of reducing risk and managing investment as to avoid costly and wasteful mistakes.

First add some stages or steps in your workflow

Add steps in your collaborative workflow. Define what tools may be used in each step (stage).
Steps can be created with default templates or build custom as you like.

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Collaborative Workflows

With a few clicks, easily define the user roles who can do what in each of the stages you have created. Roles are fully customizable. For example, roles can be defined as internal staff, external members, logged out users, etc...

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Flexible visibility permissions

Then define which roles can see what in each stage. Using this, you can create custom posts that will be partially visible.
This is particularly useful when you need to create collaborative contributions, on which several users need to act on. But based on his role, group membership, and more, you need to make the interactions partially visible.

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Attach a space to one or several groups

you can allow some individual users or groups to be able to create or view publications, some other /individual/ group members crate and/or view votes, comments, reviews, team member applications, comments, economic evaluations etc. This allows you to make highly custom participative workflows in which you can define precisely multi-stakeholders and players with dedicated assigned rules to each of them. The possibilities are endless...

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Check publications in stages

You users will be able to see in what stages the publications belongs to.

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Set Custom reviews criterias for each space

Between each of the stages are the gates – decision points on whether to allow the project to continue further, into the next stage.. One of the tools that will enlight decisions points are reviews.

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Custom fields

Add any of these fields in custom steps in just one click. Combine several of these tools to make creative custom posts. For example, adding a budget field to a date field, will allow members to submit events with a ticket price.

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Workflow templates

You want to create new spaces in minutes? Design and define reusable workflow templates to help standardize your flows and accelerate their rollout.

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What custom workflows do you have in mind?

Discover more about our solutions:

< Kanban Knowledge MGT >

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