Workflow is a unique module included as part of the project management solution. Processes like sales leads tracking, issue tracking and help desk are not suitable to be tracked using the traditional project management methodology. In a business process, the same unit of work moves across different "steps" or "states" or "stages" (and potentially different people) until it is completed, while in a project there are multiple activities worked on by one or more persons. Celoxis enables you to create applications for each process and customize it to suit your needs. Once an application is created you simply create new instances of the procedure each time and Celoxis will enforce the procedure you have specified.

Let's take the example of a help desk request. Your customer makes a request. Your support either responds to it. To start with, the request is "Unresolved". Your support representative responds to it and marks it "Responded". If satisfied, the customer may either "Close" the request or reply back to your request moving it back to "Unresolved". You may even want that the request is auto-closed if the customer does not respond in a stipulated time. Similarly, In a document approval process, the document will initially be "Unapproved" and later "Approved" once revised to satisfaction. The workflow module includes the ability to notify one or more individuals on delays and even perform automatic "state changes" after a stipulated time.

Without Workflow Automation	With Celoxis Workflow
Chaos No automated way to communicate activities. No knowledge if activities are delayed. No tracking. No understanding of bottlenecks. No enforcement.	Order Notifies users of their activities Alerts managers in case of delays Routes work to the next user and Prompts user with relevant forms at each step.
Managers and executives waste time discussing and tracking status	Managers at all levels have all information at their finger-tips.
No Analysis.	Sophisticated report designer to build complex criteria and save them for future use.
No audit trail. Information dispersed across computers.	Complete audit trail (who did what and when). Documents, updates, custom forms, are centralized and searchable.
You adapt your process to the software. You build custom apps (no off-the-shelf apps) that are expensive and rigid.	The software adapts (data attributes and workflow) to your needs. Change it when you need it and how you need it. Each process is like a custom application tailored by you for you.
Business as usual.	Smarter and More Efficient Reduced paperwork. Increased efficiency and productivity. Reduced operating costs Faster processing times Improved: service to customers, quality, planning capability and inter-organization communications.

Processes can be divided into smaller units of work to carried out by different people at different points of time. People are expected to do their work within a predetermined amount of time and transfer the process to the next person. Examples of which are bug tracking, leave approval, client approval, etc. Processes like these can be mapped to Celoxis Workflow to achieve greater efficiency, accountability and quality. A few examples are shown below to demonstrate the power of Celoxis Workflow. Text in this color is done by the software.

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