PROXESS Workflow
PROXESS Workflow allows a wide range of business processes to be digitally mapped and implemented. Beispiele hierfür sind die Eingangsrechnungsprüfung, Einkaufsprozesse, Auftragsbearbeitung, die Genehmigung von Urlaubsanträgen, die Abwicklung von Reisekostenabrechnungen, Support und Kundenservice oder die Steuerung von Projekten im Unternehmen.
Faster Processing of Transactions
Route documents digitally through the company in line with your individual processes. All the related documents are summarized in a digital operations folder. You can freely define the distribution scenarios, for which a number of workflow templates are available. Employees in the process chain are informed of upcoming tasks and new documents via e-mail. This eliminates any transfer or idle time and also makes the actual document processing quicker.
Central digital files create transparency and security
At the heart of PROXESS Workflow is the digital folder containing all the transaction documents. Authorized employees can access and view the documents and processing data at any time and edit them directly in the workflow. The required information and documents can quickly and intuitively be located using the integrated full-text search. As every editing stage of the folder and/or document is recorded, all employees are always up to date. Access is possible via Web Client or remotely using a smartphone app, for example.
Rules-based workflow and ad-hoc workflow
Many business processes follow fixed guidelines. For example, the review of an incoming cost statement is typically defined in detail. This is where a rule-based workflow comes in handy, in which decision parameters (department, invoice amount, etc.) determine the path a file or document takes through the company. Once a processing step is complete, the next employee is automatically notified via email, taking into account substitution rules and escalation levels. In addition to the rule-based workflow, documents can also be forwarded flexibly via an ad hoc workflow. In this case, the employee decides for themselves who to forward the document to next.
XML interface for easy integration with external systems
An open XML interface allows data from external systems, such as customer master data, for example, to be automatically transferred when a folder is created. This makes it easier to create folders and guarantees consistent master data in all systems.
Permanent, legally secure archiving in PROXESS Archive
Completed transactions, such as cost invoices that have been posted and paid, can be automatically transferred to the tamper-proof PROXESS Archive for permanent archiving. At the same time, the entire transaction documentation of a folder is also archived. However, you can still use the PROXESS Workflow interface to search for and view transactions that have already been archived. And, if required, it is even possible to reactivate a transaction that has already been completed and edit it again in Workflow.
The functions at a glance
“We have been using PROXESS DMS and PROXESS Workflow throughout our entire corporate group since 2006, which has allowed us to eliminate manual paper filing in all departments. Thanks to the digital workflow combined with automatic document recognition, manual processes are gradually being converted into digital ones. The use of PROXESS has ensured that processes and documents are consistently available at any time throughout our company.”
Gerd Kohlhaas, Gebrüder Rhodius GmbH & Co. KG
