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By: Ricardo David Flores

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Rules and Routing Definition Functions & Features

Modules covered Access data from external applications or databases from within the workflow process at run-time and use that data to dynamically feed routing decisions;Define the logic that governs the process, as well as the business rules and routing logic within the workflow product;Serial, conditional, parallel, and rendezvous (ie, several distinct roles/activities merging into one at a specific point in the process) routing;Routing and business decisions based on a combination of several complex user-defined conditions or complex Boolean expressions;Repetition of completed activities as well as backtracking to specific activities on an as-needed, variable basis--e.g., the rerouting of work-items to activities which have already been performed in the event of a rework;Define the business rules and the routing logic in the process through graphical, drag-and-drop facilities;.. Rules and Routing Definition Functions & Features are an important module of the comprehensive CRM RFP Template.

The CRM RFP template with Rules and Routing Definition Functions & Features for CRM is a Microsoft Excel spreadsheet (.xlsx) featuring a total of 1363 decision criteria. The CRM RFP template allows you to quickly and easily prepare the business, functional, and technical requirements sections of the solicitation package you'll send to CRM software vendors. It ensures for:

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

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

The Rules and Routing Definition Functions & Features comprise the following elements:

  • Access data from external applications or databases from within the workflow process at run-time and use that data to dynamically feed routing decisions

    Access data from external applications or databases from within the workflow process at run-time and use that data to dynamically feed routing decisions, Rules and Routing Definition Functions & Features
  • Define the logic that governs the process, as well as the business rules and routing logic within the workflow product

    Define the logic that governs the process, as well as the business rules and routing logic within the workflow product, Rules and Routing Definition Functions & Features
  • Serial, conditional, parallel, and rendezvous (ie, several distinct roles/activities merging into one at a specific point in the process) routing

    Serial, conditional, parallel, and rendezvous (ie, several distinct roles/activities merging into one at a specific point in the process) routing, Rules and Routing Definition Functions & Features
  • Routing and business decisions based on a combination of several complex user-defined conditions or complex Boolean expressions

    Routing and business decisions based on a combination of several complex user-defined conditions or complex Boolean expressions, Rules and Routing Definition Functions & Features
  • Repetition of completed activities as well as backtracking to specific activities on an as-needed, variable basis--e.g., the rerouting of work-items to activities which have already been performed in the event of a rework

    Repetition of completed activities as well as backtracking to specific activities on an as-needed, variable basis--e.g., the rerouting of work-items to activities which have already been performed in the event of a rework, Rules and Routing Definition Functions & Features
  • Define the business rules and the routing logic in the process through graphical, drag-and-drop facilities

    Define the business rules and the routing logic in the process through graphical, drag-and-drop facilities, Rules and Routing Definition Functions & Features

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Functions and Features