WorkflowFirst

WorkflowFirst is a database powered by workflow that enables users to create and manage forms, assignments, and workflow processes. It is designed to assist companies in organizing their workflow and optimizing their business processes. WorkflowFirst is suitable for businesses of all sizes, ranging from small startups to large enterprises. It is utilized by professionals and industries such as business analysts, project managers, human resources, IT departments, and sales and marketing teams.

Key Features

Customizable Forms: Users can easily create and customize forms using the automatic layout engine. Forms can be organized hierarchically for efficient management and access. The software supports capturing forms from various sources, including smartphones, chatbots, kiosks, QR codes, or emails.

Approval, Task, and Notification Routing: WorkflowFirst allows users to send forms as approval items, tasks, or notifications. Users can perform actions such as approving, rejecting, marking tasks as complete, delegating, or deferring items. This feature provides flexibility in managing different workflows based on form type.

Security Features: WorkflowFirst offers a range of security features, including the option to download the software for enhanced security on the user's own network. The software integrates with Active Directory for seamless user authentication and access control. Users can utilize e-Signatures to ensure the authenticity and integrity of submitted forms. Extensive security settings are available to enforce proper authorization and limits.

Tracking and Reporting: Users can track the status of all submitted forms, ensuring efficient workflow management. Daily reports provide a summary of workflow status and history. WorkflowFirst also offers temporary task delegation, allowing users to assign tasks to others when they are unavailable, ensuring continuity in the workflow.

Powerful Scripting: WorkflowFirst provides a simple and intuitive scripting language that empowers business analysts to implement special logic and customize workflows according to their requirements.

Dashboard: The software offers a comprehensive dashboard that provides users with an overview of their workflow. The dashboard displays the number of items in the to-do list, highlights urgent tasks, and provides a summary of request status and history.

Centralized Company Database: WorkflowFirst serves as a central repository for all submitted forms, acting as the company's database. The software offers reporting capabilities, integration with Excel, and powerful search functionality for efficient data retrieval and analysis.

Workflow On-The-Go: WorkflowFirst features a web interface optimized for smartphones and tablets, enabling users to access and manage workflow from anywhere. Users can conveniently approve or reject items through email, ensuring workflow continuity while on the move.

Extensible and Configurable: WorkflowFirst is fully customizable and extensible, allowing users to add new forms quickly. Advanced form features include dependent dropdown lists, multiple nested forms, calculated fields, and advanced layout options. The software also offers extensively configurable user permissions and a built-in PDF reporting engine.