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Project
Workflow Routing
Functional
Summary
Some firms perform a semi-structured series of tasks for important services
they provide their clients. Waypoint supports all the standard notions
necessary to manage workflow. Once your business rules have been configured,
users only need to "ask" for the next task to perform and they
are automatically assigned the most important next task for the firm.
The selection is based on that user's role assignments, their expertise
level, whether they are a supervisor, whether a project is a rush, etc.
All task efforts are timed for possible client billing. A flexible view
of work in progress and another flexible view of historical task outcomes
allows management to stay on top of everything.
Case Studies
A recent client collects catalogs from all over the world, converts them
into pdf files, adds index links and publishes the entire collection on
their web site. They need to stay in touch with each catalog source to
be sure that they have the latest catalogs. When each catalog is received,
it must be entered into their system, sent to a station where any binding
is cut off, then to an imaging station where each page is photographed,
then to a step that converts these many images into a single pdf file,
then to a station where any table of contents listings receive links to
their page references, then to a Q/A step, and finally it gets added to
to their live web site.
After we completed their routing system, there is a much lower need for
hands on supervision and this has saved the cost of a salary. Because
management now has much more detailed information about work in progress
it can rebalance task assignments on a daily basis to keep through put
moving quickly. With quantitative performance data the firm has been able
to achieve higher employee productivity via work team competition and
bonuses.
Advanced
Functionalities
We've added a number of more subtle system behaviors that save time and
make the lives of users easier.
* Launch your projects as "Rush".
* Staff can "Accelerate" a project when the need arises.
* Automatically route work product based on the expertise level of each
employee for each task.
* Route work product by zone, which could be hospital, court district,
county, sales territory, etc.
* Route work product based on custom conditional rules involving any data
in the database.
* Choose "Oops" to back out of an automated assignment, when
selected by accident.
* Easily keep track of everyone who has been involved in a project, with
ready access to all phone numbers.
* Have your active task in process route immediately back to you if your
workstation crashes.
* Automatically redefine the status of all work in progress in case of
a service crash or power loss.
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