Dec 08, 2014
Customer initiates a new account request from the banks website
Personal Details
Financial Details
Account Details
Request is sent to the workflow system
Open Tom’s Outlook (Credit Dept.)
Task and account details are embedded in the email.User can approve/decline/view status from Outlook
toolbar
Workflow Status
Tom’s task – setting a credit limit for the new account
Open Peter’s Outlook (Auditing Department)
Task details are embedded in the email
Tom validated the applicants details through a web service
Applicant is approved
Task is sent to the account manager
Open Mark’s Outlook (Account Manager)
Task and account details are embedded in the email
Workflow Status
Approval – using the Outlook toolbar
Account details are distributed
Case Management
Team Performance
Team Status
Process Overview
Drill down to locate process bottleneck
Late Tasks - Report
Report can be exporting to PDF and Excel
Report in PDF format
Report in Excel format
Opening the Report Builder
Managers can create their own reports – without code
Filtering the report – cut and dice
Reports can be saved, exported, printed and distributed