Workflow

Workflow should allow you to automate your processes and create alerts that will trigger early warning systems when jobs or processes are not aligned with expectations. You can expect workflow to deliver reports to your Inbox, generate automatic alerts and early warning triggers and enable you to automate your report distribution.

Choose GreatSoft and Integration Partner Solutions

We give you the freedom and flexibility to create a truly integrated cloud based ecosystem. We achieve this by partnering and integrating with some of the best in class practice solutions available. Choose from the solutions below that best address your needs.

GreatSoft

Save incredible amounts of time by using our Business Process Automation platform to set up bespoke task flows for a specific processes within your practice. The processing of tasks and actions can be automated to be triggered by events, which are then automatically managed, without you needing to manually process them.

Codeless Platforms

Codeless Platforms provides Business Process Automation (BPA) tools that enable firms to automate processes and integrate business systems quickly and easily. Its innovative drag and drop technology removes the need for coding to ensure your business achieves its true potential with minimal effort.

GreatSoft Workflow Modules

Advanced Business Alerts

Set up rules so that you automatically receive alerts about critical business events as they happen.

Workflow

Set up rules that ensure faster, more reliable processes, by routing authorisations and requests through efficient channels.

Document Automation

Save time and money by establishing rules that automatically create and distribute everyday documents.

Data Services & Integration

Centralise all of your applications and manage them more easily by using a graphical process modeller.

Like what you see? Have any questions?

We’d love to show you what we could do differently and the impact we could make to your practice.