Fresh Workflow was a key element in a recent engagement with the City of Denver where it was utilized to fully automate the process for requesting, writing and approving contracts. Here’s what Chuck Frederick, CIO, of the City and County of Denver had to say: “Zia Consulting is a true partner! They have helped us consolidate technologies, automate key business processes, and use technology to better engage with our citizens. They have been able to deliver quick, cost-effective results that provide real value to the City of Denver. We have been able to leverage Zia’s expertise in automating document-centric business processes while allowing us to easily roll out new applications and maintain them. This has been a winning combination for the city!”
Some Key Features of Fresh Workflow
- Pre-packaged workflow processes for RFP, expenditure and revenue contracts
- Connected Workflow structure allows users to hand off one workflow to another
- Access control defined by group, user and role
- Rules-driven task assignment automatically assigns reviewer, approver, administrator and attorney tasks based on configuration
- User dashboard provides a real-time view of all current processes in process, highlighting workflows and specific tasks
- Electronic signature with two-factor authentication ensures facsimile signatures match the user
- Business intelligence data extract capability allows third-party BI tools to create and distribute real-time and historical reports
- Metadata is built into each pre-packaged task and can be customized
- SOAP integration for exchanging data with business and financial systems
Product Road Map
The development of Fresh Workflow is ongoing. Here’s a roadmap of features being worked on:
Version 1.0
- Incorporate Email Notification
- New Contract Workflow enhancements
- Configurable review groups
- Upload functionality enhancement
- Vendor signature page upload
- Workflow Status – use “Assigned” rather than “Not Yet Started”
- “My Workflows” Page for all workflow participants
Version 1.1
- Add Workflow History to Document Details Page
- New Contract Workflow – Final Approver configuration to support multiple
- signatures
- Batch Signature Dashboard
Version 1.2
- Integration with electronic signature product
- User Task Delegation
- Upload enhancement – required metadata
- Management Dashboard
- Workflow Statistics and reports