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By: Pascal PERRY

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Workflow Functions & Features

Workflow is a commonly used term that describes the automation of internal business operations, tasks, and transactions that simplify and streamline current business processes.. Workflow Functions & Features are an important module of the comprehensive BI RFP Template.

The BI RFP template with Workflow Functions & Features for BI is a Microsoft Excel spreadsheet (.xlsx) featuring a total of 1955 decision criteria. The BI RFP template allows you to quickly and easily prepare the business, functional, and technical requirements sections of the solicitation package you'll send to BI software vendors. It ensures for:

  • complete response from each BI software vendor
  • deep and accurate evaluation of submitted BI proposals
  • impartial side-by-side comparison of BI solutions evaluated
  • rational and documented selection of the best matching BI system

The BI software comparison report can save you up to 90% of the time you would have otherwise spent comparing all the BI solutions from scratch.

The Workflow Functions & Features comprise the following elements:

  • Dynamic and Complex Processes

    Feature and functions include Visual design tool;Dynamic, complex processes;Define task concurrency and dependency to enable proper sequences;. Dynamic and Complex Processes, Workflow Functions & Features
  • Monitoring and Reporting

    This covers Administrator tool monitors and manages the process;Accesses internal workflow database through external SQL queries or via API's used by applications;Log with statistical tracking facilities;Log with configurable tracking and auditing of data facilities;Log with archiving audit data facilities;Log with facilities such as a configurable data retention period;. Monitoring and Reporting, Workflow Functions & Features
  • Resources and Roles Definition

    Main modules covered Designates participants with various characteristics, as well as defines their profiles and specific attributes;Defines and handles different types of human or computer-based resources and assigns roles to those resources based on variable criteria;Integrates existing corporate directory information and profiles, such as DBMS, OS, host services (e.g., X500), or LAN-based services, into the workflow system and defines roles;Users have multiple roles;Generic role definition to allow the passage of work-items to a group, individual, or a generic individual type;Reassigns work to an individual using the forward concept (with specified privileges);. Resources and Roles Definition, Workflow Functions & Features
  • Rules and Routing Definition

    Major modules include Accesses data from external applications or databases from within the workflow process at run-time and uses that data to dynamically feed routing decisions;Defines the logic that governs the process, as well as the business rules and routing logic within the workflow product;Serial, conditional, parallel, and rendezvous (i.e., several distinct roles or activities merging into one at a specific point in the process) routing;Routing and business decisions based on a combination of complex user-defined conditions or complex Boolean expressions;Repetition of completed activities and backtracking to specific activities on an as-needed, variable basis, such as the rerouting of work-items to activities which have already been performed in the event of a rework;Defines the business rules and the routing logic in the process through graphical, drag-and-drop facilities;. Rules and Routing Definition, Workflow Functions & Features
  • Work Definition

    This includes Defines and handles complex or compound work-items comprised of several heterogeneous data elements, which are integrated into the same container or work package, including standard attachments, such as office documents, spreadsheets, and graphs;Defines which participant should work on which activities and with what resources, and the different modes available for assigning work;Assigns activities to participants' roles through graphical, drag-and-drop facilities;Assigns activities to participants' roles through scripting or programming;Defines and handles complex or compound work-items comprised of business and transactional data;Defines and handles complex or compound work-items comprised of workflow, process-specific data such as data by process and activity history, task priority, and alerts;. Work Definition, Workflow Functions & Features
  • Process and Activity Definition

    Major modules include Represents complex processes that are comprised of sub-processes and activities;Processes can be defined or mapped into the system;Graphically portrays business processes and activities;Shares activities and sub-processes between processes;Reuses an activity already defined in the process without having to define it again;;Defines absolute or relative dates when activities or work-items must be completed;. Process and Activity Definition, Workflow Functions & Features
  • Triggers and Scheduling

    Modules covered Generates and manages notifications and alerts, including how the alerts are registered, logged, and to whom they are posted;Deadline triggers (e.g., date, day-of-month, hour);Threshold triggers (e.g., based on predefined attribute values for work-items, such as all claims over $1,000 should generate alerts);Different types of events that can be defined as triggers of automatic actions, including timer triggers;Scheduled triggers (periodic events, such as every eight hours or every week);Activity and work-item status (exceptions, processing status);. Triggers and Scheduling, Workflow Functions & Features
  • Workflow Components

    Functionality covered Separate, private copies of the process map for each work-item created in the workflow system;Integrated scripting;Attaches word processors (such as Word) and spreadsheet (such as Excel) applications to related points for reference from within workflow;Interfaces with other workflow applications such as e-mail, e-forms, and scheduling packages;Raises activity or work-item priority dynamically at run-time, according to certain process conditions (e.g., deadlines, completion of related activities);Alters the workload balancing mechanism during execution;. Workflow Components, Workflow Functions & Features
  • Queue and Work List Definition

    Modules include Defines relationships between queues, activities, and how they correspond to support the different mapping definitions. e.g., one queue for many activities, one-to-one mapping, and custom mapping;Static and dynamic associations between queues and activities;Defines preset sorts at build-time, such as LIFO sort, alphabetic sort, so users can sort queues at run-time;Defines the run-time, activity-level, and work-item-level priority of the different instances and cases within the process;Pushes or assigns work to users and allows users to pull work from their queues;Sorts work queues on variable criteria and customs, user-defined criteria;. Queue and Work List Definition, Workflow Functions & Features

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Functions and Features