WFM serves as the guide for an employee's daily workload and offers several benefits

• Clear task structure: Employees have a well-organized list of tasks with priorities, deadlines, and responsibilities, helping them stay organized and focused.
• Clear task distribution: Always a clear view of who needs to do what and when, without confusion.
• Real-time status updates: No endless emails or meetings needed to check progress.
• Better collaboration: Collaborate effortlessly with colleagues, even remotely.
• Less stress: Tight deadlines and compliance requirements are automatically monitored.
• Less manual work: Automation of repetitive tasks saves time and prevents errors.

Task list

A clear task list shows all current tasks that can be performed immediately. Future tasks are automatically hidden to keep focus on what matters now.

• Planning and assignment: Each task in the task list has a due date and is assigned to a specific role or employee. The list is automatically sorted by task priority, ensuring that the most important tasks are always handled first.
• Task status: Each task has a clear status display for optimal progress visibility.
• Powerful filters: With an intuitive interface and advanced search and filter options, employees can quickly find the right tasks and take immediate action.
• Bulk processing: For specific tasks that can be handled more efficiently across multiple cases, a dedicated view has been developed. This makes working more organized and practical.

Case detail

The dossier detail page offers a complete overview of all relevant information and status updates. Users can view tasks, deadlines, responsibilities, track real-time progress, and add notes to tasks.

• Case history: Each case provides an overview of all tasks, including who completed which task and when.
• Roll-back: The ability to revert a task to a previous status, for example in case of errors or changing circumstances. This ensures flexibility, prevents data loss, and makes it easy to apply corrections without restarting the entire workflow.
• Additional tasks: If the handling of a case deviates from the configured workflow, extra tasks can easily be added. This provides flexibility, ensuring that processes always align with the specific needs of the case without modifying the entire workflow.
• Urgent tasks: Task priorities can easily be adjusted, ensuring that urgent matters are handled first and workflows continue to run smoothly. This keeps teams focused on what matters most.
• Task attachments: Tasks can include one or more attachments like detailed instructions or reference documents. This is especially useful for new employees, who then have immediate access to the correct information.

Full transparency

• Task list: Overview of all ongoing tasks with progress indicators.
• Case list: Overview of all ongoing cases with progress indicators and deadline monitoring.

Management reporting

• Real-time insights: Instant overview of workflow performance, bottlenecks, and task progress.
• Advanced analytics: Insight into turnaround times, workload, and efficiency per team or employee.
• KPI monitoring: Set performance indicators and track them with dynamic dashboards.
• Trend analysis: Identify patterns and optimization opportunities based on historical data.

The process manager plays a crucial role in managing and optimizing workflows within WFM.

Key responsibilities of a process manager in WFM:

• Designing and optimizing workflows: Increase efficiency and eliminate bottlenecks.
• Monitoring process performance: Use dashboards and reports to implement improvements.
• Ensuring compliance: By keeping workflows aligned with regulations and internal guidelines.
• Collaborating with teams: To align processes with real-world practice and improve user experience.
• Implementing automation: To reduce repetitive tasks and ensure consistency.

API

Optionally, WFM also offers the following standard API interfaces.

• WFM API: This API provides a standard interface for integration with "existing" back-office application(s), enabling workflows in the WFM system to be automatically initiated, for example when a new case is created in the back office.
• Robot API: The ability to execute automated tasks within a process using softbots leverages Robotic Process Automation (RPA) to handle repetitive, manual tasks efficiently and error-free. Softbots, or digital workers, can be programmed to independently perform specific tasks within a workflow.