Client Business Challenge
The client wanted to improve team collaboration by improving the effectiveness of the submission, storage and access of key documents and information. A central repository was required, both to store all documents and to provide traceability. The approval workflow for documents needed to be streamlined, including the sending and receiving of information via 3rd party systems at each workflow stage. Integration with Microsoft Outlook in order to send automatic email notifications was also considered vital.
A BPM cloud installation was deployed, to automate document entry and review. A standardized information flow was implemented, using Comidor’s low-code capability. With this solution, the appropriate people are notified to review the content of sensitive documents based on defined authority levels. Real-time status monitoring of each document is available either from Comidor dashboards or through email notifications. Information is obtained from 3rd party systems at each decision stage and integrated with company data to give users a holistic view before making decisions. A central repository tracks all changes and maintains a version history of all documents.