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Pivotal Visual Workflow

Pivotal Visual Workflow saves organizations time and money while empowering them to precisely model their unique processes.

• Flexibility for Who, When, and Where to implement a new process

• No coding necessary, can be performed by non-technical staff

• Work within a ‘whiteboard’ environment

• Directly manage data and automate everyday routines

To learn more about Pivotal CRM Visual Workflow and how it can address your unique needs, call +1 877-PIVOTAL (+1 877-748-6825).

Workflow: a term used to describe the tasks, procedural steps, organizations or people involved, required input and output information, and tools needed for each step in a business process.

The Pivotal Visual Workflow Tool is a drag and drop, flowchart style designer that will allow the creation of a business process in both the production and customization environment.

Key benefits:

Quickly deploy business processes – Implementing a process should be about defining the conceptual solution, not the technicalities. By removing the bottleneck of a development environment and utilizing a designer which replicates a whiteboard, the tool itself helps in defining the process.

Expanded accessibility for customizers of the system – A limiting factor in creating a system process today is the development skillset required to code a solution. It is estimated that 80% of requested processes would be considered ‘simple’ requests but still require the development environment. By focusing the tool for these actions it lets that simple request be implemented without the overhead.

Easy maintenance of production data – Being able to quickly and efficiently update production system data is vital to maintaining a reliable system. By implementing the same visual workflow tool for the production system as in the customization environment the administrator can modify system data with the same processes and complexity that would be applied through a system process.

Quickly deploy business processes by eliminating the need for a development environment and utilizing a visually connected action-based designer.

Impact of Visual Workflow on CRM

Because it’s flexible enough for deployment at the system level or by direct design and execution in the production system, Pivotal Visual Workflow can have a big impact on all users of the CRM:

Business Analysts – The Pivotal workflow tool allows a process to be defined the same way it would be on paper – in a visual flowchart representation of the steps required to complete an action. Being available in the customizations system as well as the production system allows these processes to be associated to system events that trigger transparently for the end user.

IT Personnel – Having a tool that allows direct manipulation of the production data through the client allows for complex data management activities to occur without the necessity of a system upgrade or a long development process.

Developers – Create a library of functions to share with workflow designers. This will allow the developer to focus on the more complicated processes that need the flexibility and performance gains provided by developing in code while allowing analysts or administrators to utilize these processes in their own basic scenarios.

End Users – End users will ultimately benefit by having their requirements easily translated into a model they can understand and with a fast turnaround for new requirements improves adoption of the system when their inputs can be easily reflected in the product.

noitpircseDserutaeFDrag and Drop Designer Drag and drop actionable objects onto the design surface and connect them to create a ‘flowchart’ like process.

Visually Represent a Process Use workflow utility functions to label, organize and arrange the actions to create a presentable visualization of the process to educate and collaborate with others.

Enable Users in the Decision Process Interact with the users with forms, lists, and dialogs to guide or direct decisions through the workflow.

Create powerful Expressions Using our new editor, one can create powerful data expressions utilizing common date, mathematical, text, and information functions.

Work with multiple datasets Load datasets with pre-defined lists and searches to modify and manage collections of data.

Connect to System Events Attach workflows to common system events such as menu items and form activities to incorporate a process into the event.

Create Workflows in Production Having the ability to design and run workflows in the production system allows for real-time data management for common scenarios such as de-duplication and after upgrade mass updates.

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Integrate with Existing Processes Create new workflows in your existing code based environment to compliment and share with those processes already deployed.

Build a Library of Processes Create your own library of workflows to share and re-use in multiple scenarios.

Expression EditorWorkflow Screen

Learn More About Pivotal Visual WorkflowTo learn more about how Pivotal Visual Workflow can meet your firm’s unique needs, call us today at +1 877-PIVOTAL (+1 877-748-6825) or visit us at www.pivotal.com.

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