Workflow routing
Assign ownership for workflow routing, track progress and surface exceptions before deadlines slip.
CORE1ERP / SOLUTION FOCUS
Move work forward without constant chasing.
Manual handoffs slow approvals and hide who is responsible for the next action.
THE BUSINESS CHALLENGE
The cost of disconnected processes.
Manual handoffs slow approvals and hide who is responsible for the next action.
Manual handoffs slow approvals and hide who is responsible for the next action. The difficult part is keeping requests, approvals and financial consequences together as work moves between departments.
THE OPERATING PRIORITY
Move work forward without constant chasing.
Review workflow routing, task ownership and process tracking in the same operational context, with defined responsibility at each handoff.
CONNECTED CAPABILITIES
Automate Operations: the work that needs to connect
Four areas to examine when assessing how Core1ERP could support your business priorities.
Task ownership
Assign ownership for task ownership, track progress and surface exceptions before deadlines slip.
Notifications
Bring notifications into a shared workflow with accountable owners and reliable records.
Process tracking
Bring process tracking into a shared workflow with accountable owners and reliable records.
IN PRACTICE
From workflow routing to a recorded outcome
A request advances automatically to the right approver when its conditions are met.
01Record the workflow routing requirement with its owner, relevant location and supporting information.
02Connect task ownership and notifications to the appropriate review or approval.
03Use process tracking records to reconcile what happened and report outstanding actions.
BUILT FOR CHANGE
What your team can assess in a demonstration
Shared information
See how workflow routing and related information can be accessed by authorized teams.
Practical controls
Examine the review points and approval responsibilities around task ownership.
Connected reporting
Connect process tracking with management reporting and finance where applicable.
COMMON QUESTIONS
Questions about automate operations
How would Core1ERP fit our automate operations processes?
We would map your current workflow routing and task ownership processes, users, locations and approval rules before recommending a configuration. Final scope depends on the modules selected.
Can we begin with workflow routing before expanding?
Yes, a phased approach can start with a defined workflow routing workflow. Data migration, integrations and additional modules would be scoped separately.
What happens when notifications needs another team’s approval?
Connected workflows can pass relevant records and status updates between authorized users. We would confirm the exact approval path and required modules during discovery.
LET'S DISCUSS YOUR OPERATIONS
Discuss automate operations with our team.
Bring your current process, reporting requirements and the bottlenecks you want to resolve.