Training

Workflow and process expert training

Our unique workflow and process expert training not only provides knowledge regarding xFLOWer and its modules, but comprehensive, awareness - raising insights to process and operative best practices.

 

The aim of our training is to make it easy for the customer and all users to use xFLOWer and enjoy its benefits in their everyday work without having to gain technical knowledge and details. During the training, user get familiar with the system elements supporting their work, the screens in the system and other activities in the system. We also provide in-depth workflow and process management trainings, which are recommended in the following cases:

 

  • More colleagues are designing and managing processes in the xFLOWer system and the Workflow editor
  • Matrix organizational structure involving interoperability
  • In case cross functional teams were formed at the company.

 

During the trainings we mainly focus on process design in xFLOWer, as it is not necessary to train operations, thanks to the simple user interface of xFLOWer. (Just as no one would request a training on how to use a new iPhone, as the interface is intuitive)

After getting to know the client's business processes, we hold our xFLOWer process management training in small groups.

In our experience, it is not expedient to hold a training without knowing client's processes first, as most training examples consist of actual business processes. Hence, should we present completely unknown processes to the attendees, all the audience would become rather consused than well-informed. For instance, if a client will use offer management processes, it is not subservient to show - say - invoice or complaint management processes.

By the end of the training, actual business processes are designed in line with the customer's requests. Such processes can be used immediately, as they are implemented in xFLOWer in real time after process designation. The processes can be modified anytime without IT knowledge, based on the knowledge acquired at the training.

Trainings usually take 2-5 working days, depending on the requested knowledge - in terms of both width and depth.

In many cases, these are 2-5 consecutive days, however, in some cases it might mean one day per week for 2-5 weeks - if such advancement is preferred by the client.

 

Workflow training factsheet

  • Users' graphic interface

    • Managing business processes
      • Manual workflow initiation
      • Document management
      • Managing forms
      • Automated processes
      • Data sets
      • History management
    • Planning business processes
      • Workflow editor
      • Form editor
      • Template editor
      • Eligibility editor
      • Integration options (technology: sql/webservice/soap  tools: CTI, IVR, ERP, billing systems)
      • Parametrization of data sets (eg. customer data)
      • Designing human workflows
      • Parametrization of automated processes
      • Document and workflow connectors - email / scan / sms / webapi usage
      • Reporting module
      •  
  • Knowledge for designing and operating business environments

    • Applying automated, template based answers
    • Automated decisions
    • Automated process initiation
    • Dynamic forms
    • Measuring completed tasks
    • Managing e-mails and phone calls within processes
    • Managing escalations
    • Automated delegation of tasks
    • Assigning priorities to tasks
    • Defining and monitoring deadlines
    • Managing substitutions, holidays and dismissals
    • Managing qualified documents
    • Managing working times
    • Workload distribution
    • Parallel and multistage approval processes
    • Managing organizational structure
    • Using multilingual templates
    • Multilanguage usage
    • Applying and processing multiline forms
    • Mass document management