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Coming to SwiftCase: Workflow Builder

Last Updated 2022/04/12

When we first work with a new client, the initial meetings involve planning and detailing workflows for their new SwiftCase solution. Workflows are specified and broken down into steps, we call statuses, during these discussions.

Within each status, you can add a group of questions and other widgets (for example, buttons to send email or allocate workers) that will allow a task to move through the workflow, as well as, highlighting areas where to use the Red-Amber-Green (RAG) SLA-compliance system. Currently, this would be written up, and then configured manually by our development team. By updating this process with an intuitive drag-and-drop interface, we can significantly reduce the time taken from conception to completion for a new workflow.

The team are aware that clients may feel that they only have secondhand control of their own workflows during this process. Therefore, we are planning to give this power back to the client by developing a workflow builder into SwiftCase where they can create new workflows or update already existing workflows themselves.

The main benefit is that by allowing the end-user control over building their workflow, they can also see how it will look. Which in turn gives a greater understanding of SwiftCase, and the workflows running through their own business processes. For clients using the workflow builder, they will find that creating or tweaking their workflows themselves will be much simpler than conveying their requirements to a third party, waiting for and then reviewing the changes, thereby eliminating any potential confusion or misunderstanding between client and developer.

The workflow builder is user-friendly despite the endless possibilities of a given workflow. Users will be able to access features such as 'drag and drop' to rearrange the order of workflow statuses. You may add questions by choosing from the existing list, allowing refuse, or you can add a new one. Any widget can be added from the extensive range of widgets available in SwiftCase while also being able to detail events that happen during the workflow.

Additionally, there will be an option to save the workflow as a draft. Drafts are helpful when building a workflow in stages, or if intending to introduce a workflow at a later date.

By speeding up the workflow-building process dramatically, we can dedicate more time to developing powerful new features for SwiftCase.

If you’re interested in a business process management platform that is being continuously improved upon and updated, get in touch today.

Adam Sykes