Master Management to Make All the Client to "Input Select"

'The list of Clients' should be managed in a "Table".

A "table" really is convenient. It makes me tired just to think it is described by only strings, whatever it is "roster" or "Product Master". Understanding of the whole aspect become difficult if it is hard to use the "table" such as 'Legal texts', 'regulations' or 'verbal conversations'. ("Table" = Visual Information Management tool)

It is controversial that how to manage the Master Choice information, when managing 'Commonly used Choices' in the entire system. However, many people would agree that managing in 'Rows' and 'Columns'.

The Workflow below, is to update the 'list of Clients' in the Workflow system. It is also a special Workflow to update the system configuration. As actual operation, managing the "list of Clients" on "Google SpreadSheet" etc., which is a Spreadsheet software, and pasting "Clients ID /Company Name" at the first Step of '1. Enter ID and Company Name'. The excellent point of this business process definition (process model) is that you can determine 'the time to the setting to be effective', and that 'The Setting itself' remains as a record.

[Clients List Updating;'1. Enter ID and Company Name' screen]

String type(!), Date type(!!), File type(?!), Discussion type(?!!)

'Input Form, How will it kook?'

'Input Form' is important for a Workflow system. Particularly, for the person in charge of [Process Modeling](*) at the scene, it worries that how the input screen would come along. You need to seriously think about, for example, what and where a precautionary statement should be described to help the colleagues of the organization. (* Object that the people in charge of the "Process Modeling" created -> Process Model)

With that said, the following is an experiencing sample of the input form. String type, Date type, File type... You can experience inputting into various [Data type items] at one time. Even though you can download only a template that can be imported to the cloud-based workflow "Questetra BPM Suite", "data input experience" might be essential In the selection process of the workflow product.

I am going to upload the template in the "Online Demo". However, because it could have been edited, you should better to import it to your "Free SaaS Edition" if you are a user. (Would not hurt.)

By the way, we have been continuing to provide 'samples' for three and a half years in this website "Workflow-Sample", but I think this article is so much not related to the 'business improvement' for the first time.

[Input Test]

Free Trial of a Workflow, What Do You Run on It? (Suggestion Box)

* Series; Can be used immediately, part 1.

Considering the introduction of the workflow system... I want to evaluate Workflow products by running data that is even a little significative.

However, even how much you look for, there is no business sample that fits completely in the business of your organization. I mean, the "Business Process To Be" will differ greatly because it depends on the company size, the business industry and the department in the company. So you will download a Business Process Definition sample (Workflow Sample) that is too simple, and you activate in the Workflow system, and end up inputting something nonsense like 'test' or 'foo bar'.

I would like to present you "Suggestion Box Workflow" in the following, which is very convenient as a workflow to be run during a trial period of Workflow product. The Flow diagram is simple enough, and you can start using it (if you wish) in any organization of a small team to large company. More than anything, it is good that you can start it smaller without affecting the main business.

[Suggestion Box flow]

Contract, leave the 'Word File' for sure!

Talking about Business Record, 'in the paper' is the standard.

A variety of information will be recorded in the paper such as 'Invoices', 'Orders', 'Contracts' or 'Meeting minutes' and so on. The basic idea about this is mostly from medieval or Roman era. The point is wanting to leave a proof.

However, managing the paper is not easy.
First of all, 'information searchability' is quite low. Moreover, almost impossible 'to share information'.

• 'Do you remember the date I mailed that contract document?'
• 'Is anybody sure if somebody has sent the order form?'

21st century, information terminal has become extremely popular. We must change the idea of 'leaving proof is just enough!' to 'To record the business data in a form that is easy to utilize'. We need to promote the digitization / electromagnetic recording, even a little bit.

The following is a workflow that attempting to record the "postal shipped from the company" electromagnetically, even a little.
It is focused on to record exactly the original digital data and processed time, instead of to making a copy with the copy machine and closing it to the binder. In case the document requires a signature, you can add 'scanned data'.

[Signature/Mailing flow]

Information to be Announced, Managed with the Cloud-based Workflow

"Announcement of the new service", "Occurring of failure", "Occurring of conflict"...
Information disclosure duties that require both of "swiftness" and "accuracy" is tough. Nowadays like IT terminal has evolved, "timely disclosure" is essential, not only to investors, but also customers, suppliers, employees... to all of your stakeholders. In other words, if you can not spread the fact widely and quickly, you will not win the trust as an enterprise. Speaking further, it does not matter "Listed company or not" or "size of the organization." Neither the distinction of "administrative or private". In reality, the organization which rarely updated content of their website, such as the News or Information, they can not get the endorsement.

Traditionally, "information" of this kind are classified as, [1] the determined fact (endogenous), [2] the occurred fact (extrinsic), [3] the statement of accounts.
In any of these "", it will be important how much you can gather inside company information. Through the "Information Disclosure process"Those information will be selected and eliminated, will be considered about the announcement whether necessary, and the content, and the date of the announcement, and eventually some of which would be announced.

As the theory of the "business process management", you should better to start the development of information disclosure process, with [1] endogenous the determined fact.

[Information Disclosure flow]