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Enterprise Software Selection
Monday, November 23, 2009
Home > Site Map > Software Evaluation Criteria > Financial And Insurance CRM > Product Technology > 



Workflow Automation Page: 1

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  1. Ability for an activity or work-item priority be raised dynamically at run-time according to certain process conditions eg deadlines completion of related activities (1 product(s) support this feature)
  2. Ability for users to have multiple roles (2 product(s) support this feature)
  3. Ability to access the internal workflow database through external SQL queries or via APIs used by applications (2 product(s) support this feature)
  4. Ability to keep a log with facilities such as a configurable data retention period (2 product(s) support this feature)
  5. Ability to keep a log with facilities such as archiving of audit data (2 product(s) support this feature)
  6. Ability to keep a log with facilities such as configurable tracking and auditing of data (2 product(s) support this feature)
  7. Ability to keep a log with facilities such as statistical tracking (2 product(s) support this feature)
  8. Ability to monitor progress of tasks update task status and view order history (2 product(s) support this feature)
  9. Access data from external applications or databases from within the workflow process at run-time and use that data to dynamically feed routing decisions (2 product(s) support this feature)
  10. Activity and work-item status exceptions processing status (2 product(s) support this feature)
  11. Administrator tool to monitor and manage the process (2 product(s) support this feature)
  12. Alert logging and maintenance-keeping an audit trail of the alerts that are triggered along the process (2 product(s) support this feature)
  13. Alert mechanism whether the alerts are posted through an e-mail system shown as a pop-up window or created and routed as a special work-item (1 product(s) support this feature)
  14. Alter the workload balancing mechanism-the algorithm used by the engine to dynamically reassign work-during execution (1 product(s) support this feature)
  15. Assignment of activities to participants roles through graphical drag-and-drop facilities (1 product(s) support this feature)
  16. Assignment of activities to participants roles through scripting or programming (1 product(s) support this feature)
  17. Automatic calculation of due dates based on services ordered with override capability (1 product(s) support this feature)
  18. Automatic task jeopardy identification (2 product(s) support this feature)
  19. Automatically launch external applications or processes as a result of a trigger activating (2 product(s) support this feature)
  20. Clearly differentiate between new and existing work tasks (2 product(s) support this feature)
  21. Configurable supervisor workgroup engineer relationship to tasks (1 product(s) support this feature)
  22. Configurable workflow based on service type feature set and network or account attributes (2 product(s) support this feature)
  23. Deadline triggers eg date day-of-month hour (2 product(s) support this feature)
  24. Define absolute or relative dates when activities or work-items must be completed (2 product(s) support this feature)
  25. Define and handle complex or compound work-items comprised for comments and annotation-free-form user comment attachments (2 product(s) support this feature)
  26. Define and handle complex or compound work-items comprised for data object linking and embedding - OLE or CORBA are automatically linked to data generated and maintained by other applications (2 product(s) support this feature)
  27. Define and handle complex or compound work-items comprised for images-data from imaging tools (2 product(s) support this feature)
  28. Define and handle complex or compound work-items comprised of business and transactional data - data from external transactional applications or databases (2 product(s) support this feature)
  29. Define and handle complex or compound work-items comprised of several heterogeneous data elements which are integrated into the same container or work package including standard attachments such as office documents spreadsheets and graphs (2 product(s) support this feature)
  30. Define and handle complex or compound work-items comprised of workflow process-specific data such as data by process and activity history task priority and alerts (2 product(s) support this feature)
  31. Define and handle different types of resourceshuman or computer-basedas well assign roles to those resources based on variable criteria (2 product(s) support this feature)
  32. Define and handle different types of resources-human or computer-based-as well assign roles to those resources based on variable criteria (2 product(s) support this feature)
  33. Define automatic generation of alerts and notifications based on triggers (2 product(s) support this feature)
  34. Define automatic reprioritization of an activity or work-item as a result of a trigger activating (2 product(s) support this feature)
  35. Define automatic routing and escalation routing to a supervisor of a work-item as a result of a trigger activating (2 product(s) support this feature)
  36. Define escalation procedures-reassign or reprioritize work-at run-time which are activated if a deadline or milestone date and time is not met for a specific activity or work-item (1 product(s) support this feature)
  37. Define relationships between queues activities and how they correspond to support the different mapping definitions-ie one queue for many activities one-to-one mapping and custom mapping (2 product(s) support this feature)
  38. Define task concurrency and dependency to enable proper sequences (1 product(s) support this feature)
  39. Define the logic that governs the process as well as the business rules and routing logic within the workflow product (2 product(s) support this feature)
  40. Define the run-time activity-level and work-item-level priority of the different instances and cases within the process (2 product(s) support this feature)
  41. Define which participant should work on which activities and with what resources as well as the different modes available for assigning work (1 product(s) support this feature)
  42. Definition of preset sorts at build-time-eg LIFO sort alphabetic sort-so they can later be invoked by participants to sort their queues at run-time (2 product(s) support this feature)
  43. Denote tasks with alarms or deadlines with some type of indicator like an alarm clock and display a graphical representation of the business process (2 product(s) support this feature)
  44. Display decision logic using text the branch concept or a decision icon on the process map (2 product(s) support this feature)
  45. Ensures process integrity and robustness through process and activity checkpoint capabilities secure specific points from where the process can be restarted if necessary (1 product(s) support this feature)
  46. Ensures process integrity and robustness through process and activity rollback capabilities undo activities to get back to a previous consistent process state (2 product(s) support this feature)
  47. Ensures process integrity and robustness through run-time exception handling deals with unexpected run-time system errors gracefully (1 product(s) support this feature)
  48. Ensures process integrity and robustness via two-phase commits by synchronizing internal workflow data commits with an external business and transactional DBMS which ensures consistency (1 product(s) support this feature)
  49. External triggering events an external application message or an operating system event (2 product(s) support this feature)
  50. Flexible order and task search capabilities (1 product(s) support this feature)
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