Name: Total Workflow Solution
Author: Workflow by Design

Call Center Workforce Optimization

Help Desk

Web and Video Conferencing

Customer Support

Functional Testing

Kubernetes Monitoring

Development

Business Intelligence (BI)

Collaboration

Enterprise Content Management

Integrated Workplace Management (IWMS)

PDF Editors

Privacy Policy Generators

Enterprise

Accounting

Accounts Payable

Finance and Accounting

Applicant Tracking

Corporate Learning Management

HR Management

Payroll

Stock Option Plan Administration

Talent Intelligence

Talent Management

Vendor Management Systems (VMS)

Workforce Analytics

Workforce Management

Human Resources

3D Printing

Cloud Storage

Complex Event Processing

Composable Infrastructure

Data Collaboration

Deception Technology

Fraud Detection

Integration Platform as a Service (iPaaS)

Internet Performance Monitoring

LAN Switches

Network Performance Monitoring

Remote Desktop

Robotic Process Automation (RPA)

SaaS Backup

Service Desk Outsourcing

Software Asset Management

Storage Management

Telecom Expense Management (TEM)

User Virtualization

Vector Databases

Web Scraping

Zero Trust Security Solutions

Information Technology

A/B Testing

Ad Serving & Retargeting

All-in-One Marketing

Content Management

Customer Advocacy

Digital Content Creation

Email Deliverability

Email Marketing

Employee Advocacy

Headless CMS

Marketing Automation

Referral Marketing

Social Media Management

Survey & Forms Building

Web Analytics

Marketing

Project Management

Professional Services

Customer Relationship Management (CRM)

Field Sales Software

Government Contracting

Social Commerce

Sales

Secure Access Service Edge (SASE)

Security

Awards Management

Card Management

Dealer Management

Healthcare Learning Management

Investment Portfolio Management

Medical Scheduling

Retail Analytics

Text Analysis

Vertical-Specific

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The Total Workflow Solution, developed by Workflow By Design, LLC, is a software platform designed to streamline project management and administration for enterprise teams. According to the vendor, this solution automates the entire lifecycle of a project, from project request to final release, providing a centralized and efficient workflow solution. It is targeted at enterprise teams in various professions and industries, including private brand companies, creative and marketing teams, artwork production, retail, and consumer packaged goods (CPG) industries.

## Key Features

**Tracker**: According to the vendor, the Tracker feature provides a centralized project tracking and management system that offers up-to-the-minute status updates on all projects. It captures vital project-specific information such as status, creative briefs, and relevant files. The feature also facilitates team communication and milestone tracking through its notes feature. Additionally, it enables component/SKU tracking for sub-components and unique data.

**Approver**: The Approver feature, as claimed by the vendor, offers a real-time approval process for projects, allowing location-independent review and feedback. It provides an always-current status display for each approver, ensuring efficient collaboration and speeding up project completion. The feature also provides a complete digital audit trail for each approval round, ensuring transparency and accountability.

**File Sharer**: The File Sharer feature, according to the vendor, allows unlimited file distribution along with detailed tracking and historical records. It eliminates restrictions on download size for large packages and provides an easy-to-use interface for uploading and sharing files. The feature also offers auditable and secure access to shared files through encrypted links, streamlining file sharing and reducing administrative burden.

**Asset Finder**: According to the vendor, the Asset Finder feature simplifies file repurposing by automatically creating alternative image formats for assets. It offers an easy asset search through category or keyword searches and includes a "shopping cart" feature for downloading multiple files at once. Integration with Tracker projects allows for better search results through metadata integration, ensuring consistency in catalogs and packaging.

**Product Keeper**: The Product Keeper feature, as claimed by the vendor, allows users to link key vendor information to products for easy reference. It provides a centralized platform to store and access consumer response information related to products and track QA testing schedules and results. By syncing data with corporate systems, it eliminates re-entry and errors, supporting expanding goals and centralizing product information.

**Configurable Solution**: The Total Workflow Solution, as stated by the vendor, is a highly configurable solution that can be tailored to fit individual needs and workflows. Users can create forms based on existing workflows and capture project-specific data. It also allows for the import of commonly used spreadsheets into the system, automating project initiation and collecting key project data and documents.

**Access Controls**: According to the vendor, the Total Workflow Solution provides access controls to ensure appropriate information access. Users can define and manage user roles and permissions, ensuring that only authorized individuals can access sensitive information and perform specific actions within the system.

**Customized Reports**: The Total Workflow Solution, according to the vendor, enables users to generate customized reports to track project status and results. These reports can be tailored to specific requirements and provide valuable insights into project performance, resource allocation, and overall productivity.

**Integration Capabilities**: According to the vendor, the Total Workflow Solution allows for seamless integration with other corporate systems. By syncing data with existing systems, it eliminates the need for re-entry and reduces the chances of errors. It ensures data consistency across different platforms and streamlines overall business processes.

**User-Friendly Interface**: The Total Workflow Solution, as claimed by the vendor, offers an intuitive and user-friendly interface, making it easy for users to navigate and utilize its features. With a clean and organized design, users can quickly find the information they need and perform tasks efficiently.

Priority Matrix is a prioritization, collaborative, task management software used by more than 2500 businesses worldwide and 85,000 paid customers. Priority Matrix is used by customers who need visibility and alignment in team priorities. Priority Matrix uses the 4-quadrants to help customers prioritize by critical and urgency.

Single

Multi

Server

Stakeholder

Beginner

Master

Production

Free

RationalPlan

Total Workflow Solution

Buying Project Management software is confusing. Want help? Get tips and product info free in this guide.

The Buyer's Guide to Project Management Software

Project management software is designed to help people involved in the project management process to initiate, plan, execute, monitor and close projects of any size and type.

Workflow by Design

Project management software provides capabilities to streamline management of complex projects through task management, team collaboration and workflow automation

Task Management

This includes the ability to plan, track, collaborate and report on tasks.

Resource Management

Resource management is workload planning to maximize resources.

Gantt Charts

Gantt charts are charts that show tasks or events along the y-axis displayed against time along the x-axis.

Scheduling

Scheduling capabilities allow users to set schedules on tasks, and create timelines and milestones.

Workflow Automation

Workflow automation is the ability to route work requests along an approval process automatically.

Team Collaboration

Team collaboration capabilities let team members work directly with each other and provide team updates.

Support for Agile Methodology

Agile is a time boxed, iterative approach to development that builds software incrementally instead of trying to deliver it all at once near the end.

Support for Waterfall Methodology

Waterfall methodology is a tradition development method that is linear and sequential.

Document Management

Document management provides for centralized management of all project documents.

Email integration

Email integration allows work requests to be made directly from email.

Mobile Access

Mobile access is the ability to access the software from a smartphone or tablet.

Timesheet Tracking

Timesheet tracking is the ability to track all billable and non-billable hours for each project.

Change request and Case Management

Change request and change management enables tracking of all customer requests including priority and timeframe.

Budget and Expense Management

Budget and expense management provides the capability to track all expenses by employee or department and link them back to department. It also enables hourly rates to be set.

Professional Services Automation

Features that support professional services organizations

Quotes/estimates

Ability to create, manage and send project fee proposals to customers

Invoicing

Ability to create, manage and send invoices to clients during or after completion of a project

Project & financial reporting

Ability to analyze project and financial data based on custom criteria to gather insights and improve business performance

Integration with accounting software

Real-time, two-way sync with accounting or financial software to facilitate project and financial reporting

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What is Total Workflow Solution?