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Workflow Templates
Document Management
Capture, track and store electronic documents such as PDFs, MS Office files and scanned images
Manage your digital documents that is full-text searched and available 24/7
Asset / Inventory Management
Track and manage the lifecycle of all company assets
Maintain detailed records from acquisition to retirement, including maintenance histories
Automobile Management
Schedule and manage inventory of the vehicle fleet
Manage maintenance requirements, inspections and location of vehicles
Contract Management
Manage complete lifecycle from contract draft creation through execution
Maintain versioning, timeframes, approvals, and alerts never missing a deadline
Corporate Compliance
Monitor, track and audit business operations for risk assessment and compliance
Align processes with applicable legal, industry and security requirements and policies
Human Resources
Automate applicant tracking and onboarding with centralized searchable storage for employee documents
Manage, maintain compliance and completed forms and related processes throughout employee lifecycle
Grant Management
Identify, track and analyze grant life cycles
Manage fulfilment of the requirements, follow-ups, disbursements, and timely communications
Invoice Management
Track invoices of vendors, dates received, check pickup, accountable departments, GL entries
Customizable to handle line items, upload of invoice documents and track expenses
Issues Management
Register, organize, track, and manage discovered issues or reported problems internally or externally
Collaborate with concerned teams or departments to help resolve and track the issues
Policy Management
Automate the entire policy and procedure process: adding/revising, approvals, and notifications for review
Access the most up-to-date policies at any time by employees
Material and Purchasing Services
Manage the process of researching, selecting, ordering, paying for materials required
Manage cost and quality through supply chain with help of routing collaboration and reporting
Risk Management
Assign responsibility to the risk categories of clinical, regulatory, environmental and privacy
Review and collaborate to administer the necessary actions for identification, analysis, response
Plan and monitoring
Event Management
Manage attendees, participation, speakers, rooms and exhibitors
Collaborate and report on event schedules for event organizers and participants
Credentialing
Manage and administer professional licensure, certifications and documents
Stay compliant with use of automated workflows, paperwork administration and system reminders