Office automation. Workflows to reduce email and Excel volume. Tommy & Clerius [Chapter 8]

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When the Head of the Administration Department, Mrs. Numer, confronted Tommy, he already knew that the need was for office automation. His company, CleTo, had grown a lot, and it was impossible to continue managing administrative processes with Excel spreadsheets, and emails. Many emails. Some of the tasks that are typically handled with spreadsheets and […]

Financial process in the cloud.

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Any pure financial process and any other administrative workflow of the finance area of any company have always been under the microscope for automation and improvement. In fact, they were among the first applications of workflow and BPM tools. Lately, and with the advent of cloud technologies, automation, optimization and digital transformation of these processes […]

Vacation Request Workflow. Tommy & Clerius [Chapter 8]

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It was time to rest, so Tommy and Clerius thought about implementing a vacation request workflow (holiday request). As a result, this workflow will allow employees to easily create their leave requests. Furthermore, it will ease the review and approval process, enabling business continuity. Vacation Request Workflow The workflow for requesting and approving vacation (or […]

Performance evaluation workflow. Tommy & Clerius [Chapter 7]

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The organization grew, Tommy and Clerius need to define performance evaluation workflow for their teams. Evaluating performance is key to improvement and recognition, but it involves a huge number of chained tasks and coordinated actions between different people. This workflow cannot be relegated to memory or goodwill. It must be formalized in a cloud workflow […]

Creativity and team building. Ping-Pong, yes or no? Tommy & Clerius [Chapter 6]

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The arguments of creativity and team building are contrasted with those of productivity and distraction when companies evaluate having a Table-Tennis table. The time has come for Tommy and Clerius to evaluate this topic and respond to the request of one of their main employees who requested, almost demanded, a space for a Ping-Pong table. […]

BPM Tool for administrative processes. Tommy & Clerius [Chapter 3]

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In the previous chapters, using a BPM tool, Tommy and Clerius solved their growing pains and deliverables approval workflow problems at their consulting firm, CleTo. Now, a new unforeseen one appears: changes in the legal regulations, force them to process the Complaints, Claims and Suggestions in less than 5 working days. Not only this, but […]