A Credit Check Workflow That Works Even Better for Sales

Friday, January 28, 2011
Upload our previously-posted "Credit Check Workflow That Works for Sales" into Questetra BPM Suite, and in a mere 30 minutes you'll have a workflow system that allows legal staff to easily report credit check results.

The workflow can be used as is, but today let's add a way to share credit check results, for the education of sales staff. Specifically, information on companies that did NOT pass the credit check is automatically sent to the sales electronic mailing list.

However, process managers will probably want to keep the number of emails and workflow tasks as few as possible. If there are too many credit checks to make the above workflow realistic, you can limit sharing to when the "simple" and "detailed" results are different.