4 Simple Steps to an Automated Workflow

You really can have a fully-functional, web based workflow in a matter of hours using HighOrbit Workflow. We'll show you how in four easy steps.

Step 1 - Define your information
What are the important pieces of information that make up your workflow or process? Some examples might include customer information, invoices, tracking numbers, purchase amounts, closing dates, or image scans.

Choose from text, numeric, date, memo, or document attachment data types. Information can be added, updated, or removed, even after your workflow has been designed.

Step 2 - Draw your workflow
Using the HighOrbit Workflow Designer is as easy as drawing a workflow diagram. Select from a palette of workflow actions. Connect the actions with lines to designate the flow of work. Workflows can range from simple to complex.

Workflow action can include task assignments, splits and joins, and other automation tasks such as sending email or updating a database.

Step 3 - Assign Roles
Define the people and groups responsible for executing the tasks and working with the automated processes. HighOrbit Workflow allows a great deal of flexibility in defining group and role assignments of the process participants.

Group and role assignment also play a key part in process security. You can restrict process information to certain users in any way that you see fit.

Step 4 - Test and Deploy
When you're ready, simply click the save button. You'll instantly have a web-based automated process available for testing. There is no computer code to write, no program to build or compile, no need to upload data or create a database schema.

Initially, your process will run in test mode, where you can try it out without affecting production data. You can simulate what the workflow would look like to the various users of the process. When everything looks good, simply deploy it.

At that point the workflow is immediately available to your entire enterprise.