CWA Flow / Workflow Management

User-friendly workflow and knowledge portal

The portal design offers a fast and simple overview of the most important information. The user receives personalised functions and menus in accordance with his role and user rights.

CWA Flow is ideally suited for use by internal and external users as a central portal for the recording, control and processing of transactions, forms and tasks. The portal page also offers direct access to incoming transactions, news, status tracking, the knowledge base, contacts and reports.

If the LDAP module has been integrated, no additional password is required to log in (Single SignOn), and the users and organisations can be directly imported from an active directory service (e.g., from MS Active Directory/Exchange).

Process designer: Web-based process design using drag and drop

The integrated process designer allows workflows to be planned simply and with the aid of graphics. The scheduled processes are leading to efficient workflows with clear responsibilities, deadlines and active workflow control.

An event-based workflow engine performs an analysis while a workflow is being carried out to determine the correct activities and processing agent in each case using the stored processes, rules and roles.

CWA Flow supports manual (ad-hoc workflows) and predefined workflows as well as parallel and serial processes. Activities and e-mails can be triggered automatically.

Form designer: Simple and customised design of forms and screens

The form designer provides the design of the forms as a basis for workflow management.

The workflow types, forms, fields and default values in the input screen and in the activities can be flexibly configured by the administrator so that every company can implement and use their own specific forms and screens.

Task management

Processes like tasks, service enquiries, requests, approvals, etc. can be recorded simply and intuitively using a web browser. CWA Flow allows you to record tasks directly in the system or using external web forms on the Internet/intranet.

Using contact management, you can integrate customers, suppliers and partners directly. Data such as article numbers are available using freely definable catalogues. The forms are also freely definable.

In the case of a previously designed process, the individual processing steps and activities are interactively displayed to the processing agent by the workflow engine.

CWA Flow supports user-defined (ad-hoc workflows) and predefined processes.

Calling up tasks by email or using task lists in the web browser  

The task list enables transparent task management. Depending on your role and user rights, you can view the inboxes, transactions and activities for every user, substitute and group as well as the status and date of each one. The structure of the overviews or task lists is fully configurable.

In addition to notification in the web browser, processing agents can also directly call up transactions via a link in an e-mail. This ensures that transactions and tasks are processed quickly.

Escalation management: Linked to deadlines  

CWA Flow makes it easy to identify when a deadline was missed during a transaction and at what escalation level. Escalation measures can be controlled automatically. Before a deadline is missed, a resubmission or reminder can be automatically or manually triggered in the system and by e-mail.

Channels of communication: Web, fax, post, importing and sending e-mails

Information like replies, tenders, etc. can be made available on the Internet or by e-mail, fax or post. The use of standard texts facilitates uniform and professional relations with customers, suppliers and partners. The incoming e-mails are automatically imported into CWA Flow and assigned to the proper transaction.  

Reporting: Analyses and continuous improvements

Intelligent analyses offer you the chance to consistently improve products and processes. CWA Flow is capable of performing comprehensive evaluations. The system can carry out analyses based on every form field, e.g., customer, category, and according to different figures, for example, quantity, percentage, turnaround time, costs.

CWA Flow allows the user to define standard reports. Reports can be created automatically by the system in a time-controlled manner and sent out by e-mail. The evaluations can be displayed as configurable lists and graphics using the web browser and may also be exported into MS Excel®. Improvement measures can be controlled as workflows in CWA Flow.