eFlo Workflow Solution integrates case processing, content management, and workflow tools into a comprehensive application that can be easily implemented throughout any enterprise. eFlo has a robust architecture which reduces development timelines with a customizable user interface and rules engine that allow each department to tailor the application to their particular business processes.

eFlo eliminates inefficient manual and paper-based processes by automating work distribution, routing, tracking, and reporting functions. Using eFlo, users have all the advantages of an enterprise solution, and the tools necessary to perform their day-to-day business activities. By implementing an eFlo solution, your enterprise will function more effectively, increase employee productivity, reduce operating costs, and improve customer service.

Enterprise Workflow

The powerful workflow features, flexible interface, and architectural scalability make eFlo well suited for either an individual department or an enterprise-wide implementation. With it's open-ended architecture, eFlo easily integrates with any image or content management system and is designed for enterprises where workflow processes span multiple departmental or divisional boundaries. eFlo integrates to existing line of business applications, and back-office systems to help leverage your existing technology investments across different functional areas. An eFlo solution can be put into production quickly, reducing the overall  project costs and implementation timelines. 

SQL Business Rules Database

eFlo provides immediate, out of the box, workflow functions through the use of its powerful rules engine. eFlo?s rules engine utilizes a SQL Database to define workflow business rules, edits, validations, routing routines and actions used by eFlo when creating, routing, processing and terminating work items. Administrators, supervisors or other authorized users will use the eFlo rules engine to configure views, mailboxes, work statuses, data/index values, users, user roles, user teams, document types, document distribution rules, object security, application security, and other items.
 

The eFlo rules engine supervisors can define action scripts, called Auto Actions. When the user selects an eFlo Auto Action, eFlo automatically executes a pre-defined activity or series of activities for the work item. Using Auto Actions ensures that the correct steps in the work process are performed, and allows the user to focus on value-added knowledge work and decision-making rather than system functions.

With its straightforward design, powerful rules engine, and intuitive graphical user interface, eFlo is easy to configure, operate and maintain. An eFlo solution can be put into production quickly; thereby, reducing project costs and implementation timelines allowing your organization to start realizing benefits sooner.

Product Highlights

eFlo integrates case processing, content management, and workflow tools into a comprehensive user interface that can be leveraged throughout the enterprise.

Configurable Views

eFlo is installed with pre-configured tools and views that allow users to immediately begin working with the system. Alternatively, users can adjust eFlo's user interface to optimize the way they conduct their work. For each mailbox in the Case Explorer Mailbox View, users can customize column headings (add, remove, re-position), group related work items together, and apply data filters and sorting rules. These powerful features require no additional development effort to implement.

eFlo is installed with pre-configured tools and views that allow users to immediately begin working with the system. Alternatively, users can adjust eFlo's user interface to optimize the way they conduct their work. For each mailbox in the Case Explorer mailbox view, users can customize column headings (add, remove, re-position), group related work items together, and apply data filters and sorting rules. These powerful features are completely configurable in eFlo, and require no additional development effort to implement.

eFlo supports both push and pull processing modes. In push mode, users receive the next work item from the system. In pull mode, incoming work is listed in the case view, allowing authorized users select a work item. The content view lists all documents associated with a work case, and provides document related functions such as viewing, opening, printing, and faxing. eFlo's Case Explorer mailbox view provides users with access to incoming work items with a variety of views:

Once a work item is opened, eFlo contains a robust set of tools that integrate data, documents, back-office systems, and other features into a comprehensive user interface designed to increase productivity. eFlo's case processing tools include: manual and automated actions, notepad, automated correspondence generation, and case activity tracking.

A complete set of manual actions are available to designate the next workflow step for work cases:

	Route Case action allows the user to select where, and optionally to whom, to send the work case. Route Case includes two notable features.
	Keep Copy feature allows the user to keep a copy of the work case.
	Route Pended function allows the user to pend the work case before routing.

users can automatically re-prioritize the work and enter custom notes using the Status and Messages features.

Penn Case allows users to place work cases on hold for a designated time. When the Status is selected, the Pend Until Time is automatically calculated by eFlo. eFlo monitors the pending item, and alerts the appropriate user when the pend expires.

The Notepad function allows users to record comments, information from phone calls, and other items. For each notation, eFlo records the date/time and user that added the comment.

The Find Cases feature provides Customer Service Representatives with the tools to quickly locate work cases, documents, add notes to cases, create work items, and track the case status.

The Query and CasePad provides the user with a comprehensive user interface to search for and locate documents stored in document repositories and optionally add them to existing cases or use them to create new cases.

	Search Criteria provides the fields to locate a document. Users can supply limited information (e.g., simply a received date range), or more specific information (e.g., Document Type, Contract Number, etc.) as part of their search. After the search criteria are entered, the user will select ? Find to query the eFlo Repository.
	Search Results. Once the search is executed, eFlo will return a list of documents matching the search criteria entered. The user can select one or more of the documents contained in the list for viewing. Additionally, eFlo’s flexible user interface allows the user to customize column headings (add, remove, re-position), group related documents together, and apply sorting rules.
	Stored Query Packages When users repeatedly search for documents using the same or similar conditions, they can save time by using a Stored Query Package. Instead of entering the search conditions each time, the user can select a pre-defined Stored Query Package and execute the search.