While we at ECI usually try to bring you pertinent and easy to understand information from the world of CRM and ERP, today we want to address a slightly more complex topic; workflow processes.
WORKFLOW PROCESSES
Workflows are the building blocks of a business or organization. An ERP or CRM workflow can be used to create and manage your business processes, from facilitating records management to handling order requisitions. However, without proper planning these workflows can become complex and difficult to manage. That’s why ECI has developed a FREE Workflows Best Practices Whitepaper for you to better understand and design your own workflow processes. By applying our tried-and-tested methodology to your business, you will save time and energy while also improving your processes.
WORKFLOW WHITEPAPER SUMMARY
In our FREE Workflow Best Practices whitepaper, you will not find any new or radical IT concepts. Instead, the major takeaway from our example is the classic IT mantra of Plan, Plan, Plan; we provide a methodology for systematically planning and understanding what you are trying to accomplish, while minimizing your amount of rework by identifying unnecessary and reusable workflows.
Our FREE Workflow Best Practices whitepaper is based on a real-world business example using Dynamics CRM, however the ideas and methods found within can be applied to any system involving workflow processes. You will first learn how to identify and model the business requirements, followed by translating those requirements into a fully fledged workflow process.
Download our FREE Workflows Best Practices whitepaper now to get started, and contact an ECI representative today to learn more about how we can help your organization with your ERP, CRM, and IT needs.