You probably hear the phrase thrown around a lot: “We need to streamline our workflow,” “That’s a complex workflow process,” or “There’s a lot of workflow between Sales and Legal.”
As an account executive at SpringCM, I’ve learned that what one person means by workflow may be different from how SpringCM defines workflow.
So, what does SpringCM mean when we say workflow? Let’s dig in.
When SpringCM says “workflow,” we are referring to an automated document-centric process via our software.
To clarify, the workflow engine is the difference between SpringCM’s Professional and Enterprise Edition.
The Professional Edition of SpringCM focuses on the need for a more organized and easy-to-use document repository with ways to tag, search through, and report on documents.
On the other hand, the Enterprise Edition focuses on the need to make a document-centric process run more efficiently.
The key to a more efficient process is taking out as many manual, human steps as possible so that less time is wasted on administrative tasks, such as emailing someone to find a document, renaming different versions of a document to stay organized, or using an excel spreadsheet to track the status of a document in review.
Workflow allows our customers to standardize an efficient process around a document—to cut out manual steps, provide visibility to people who care about the document in motion, and cut down the amount of time it takes to process a document. Below is a picture of a workflow process designed in the workflow engine.
Start with building one to two workflows. A common example is a Sales Agreement process between a Sales Representative, Legal, Finance and their customer.
Picture a Master Service Agreement. This is a document that may go through multiple versions, multiple pairs of hands and eyes, and is critical to getting business done and bringing in revenue. This process can be clunky due to all parties relying on emails and manually saving different versions of the documents to get the MSA negotiated and ready for signature.
This important, repeatable process can easily be streamlined and is a perfect candidate for the Workflow Designer.
SmashFly, a technology company that caters to the human resources (HR) and recruiting industries, uses SpringCM to organize and automate various types of documents and workflows. Their ultimate goal is to increase productivity and drive sales.
One of the ways SmashFly is using workflows to generate NDA’s, master service agreements and subscription agreements with their customers. Their legal team created a library of SmashFly’s unique clauses for contracts. This enables their sales reps to quickly generate agreements using language pre-approved by Legal. Sales can then route the agreements to customers to be e-signed and stored in SpringCM.
According to Marty Ahlijanian, SmashFly's Director of Contracts and Legal, “As soon as we saw it, the SpringCM workflow engine blew us away.”
Our customers tell their stories best, so we’ll let Marty share his:
What repeatable processes at your company could easily be streamlined in a workflow?
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