Business process management software (BPMs) helps companies streamline employee workflows and improve organizational efficiency. With Work-Relay intelligent BPMs, you can take those benefits even further.
a new approach to complex operations
work, simplified
While the term ‘business process’ refers to any activity or task within an organization, in the digital age the day-to-day work performed by people is often overlooked. While automation fuels efficiency –– not everything can be automated, leaving room for inefficiencies to remain. The right Business Process Management (BPM) tool can fill in those efficiency gaps, providing structure and clarity needed to take your business to the next level and deliver better outcomes.
Work-Relay is the a single Salesforce-native system for designing, managing and optimizing highly complex and decision-driven processes and workflows from one application. The user-friendly, Work-Relay framework provides metrics, and solutions that are designed for flexibility and easy maintenance. Only minimal Salesforce expertise and no coding expertise are required. Most importantly, Work-Relay minimizes the underlying complexities of enterprise systems and disconnected processes for users.
Work-Relay Features:
Off-the-shelf business operations management system.
An enterprise solutions that fit into the same framework across the organization.
Ability to distill Salesforce functionality into a simple framework.
How effectively your business is able to deliver goods or services to your customers is dependent upon on your ability to coordinate the people and systems needed to to get the work done. Work-Relay eliminates the surprises, obstacles, and barriers that can slow your organization down, extending the power of Salesforce to streamline business operations and replacing the silos and workarounds that an be productivity killers.
visibility
real-time monitoring and analytics
See everything across the business in one place.
A unified workspace provides visibility
Accountability from a detailed audit trail.
See end-to-end dependencies clearly so no steps are missed and errors are avoided.
Operate from one system of record and get consistent metrics while eliminating bottlenecks.
A Progress Dashboard shows every live process and provides real-time statuses
A Planning Dashboard provides a cross-process and project planning view.
agility
adapt to anything, anytime
Build your workflows to adapt as your business needs change.
Self-contained work services can be independently maintained, organized, and reused as needed.
Changes to processes in-flight eliminates the need to have to resort to email and spreadsheets to handle exceptions.
Build variations based on customers, products, geographies, and more.
Options can be automatically translated into end-to-end processes and project plans for efficient mass-customization.
the right tools to get the job done
productivity
Improved work speed and continuity for better efficiency.
Move work quickly across the organization by coordinating jobs, resources, and time.
Replace the need for status meetings and calls with real-time process/project dashboards.
Improve worker productivity by using Smart Steps to augment the performance of those responsible for a step in a process.
Reduce down-time with automated notifications, reminders, escalations rules, and more.
Create continuity with less items “falling through the cracks”.
manage from a single platform
simplicity
Orchestrate work from one place.
A single User Console keeps users on top of tasks and priorities.
A single Design Console provides the standardization for any kind of work, common metrics, and ensures consistent, well-designed, and easy to maintain solutions.
A single Operational System of Record tracks projected work and facilitates planning.
A single Management Console that can be tailored to each management role.
A resource database simplifies and automates planning, scheduling and resource optimization.
use cases
real-life success stories
Work-Relay has helped customers in several different industries and 4 continents improve their operational efficiency. See how these companies improved workflows across their organizations on Salesforce.
financial services
legal & compliance
software provider
the challenge
the solution
the result
manage Commercial Property Asessed Clean Energy (C-PACE) loan applications
With Work-Relay, the client has a platform that guides internal staff through the management of Commercial Property Assessed Clean Energy (C-PACE) loan applications from lead through closing, guiding users and ensuring compliance with internal, funder, and program requirements. C-PACE has enormous complexity, with rules and processes that vary by local taxing entity. C-PACE loans cover a wide variety of energy projects sizes, scopes, geographies and property sectors; making the loan diligence process complex and dynamic. Users are often confused on what to do next, or what is still outstanding.
hyper-customize the process
Work-Relay allowed for hyper customization of processes, linking our loan origination steps in a chronological order that tells users what they need to do next to advance the deal. Work Relay provides excellent visual overviews of what’s done, not done, or might be stuck on a single opportunity level and a portfolio level.
fluid project management and realistic projections
The Gantt Chart capabilities of work-Relay allows managers to see when user projected close dates are likely to be unrealistic, improving predictive capabilities around sales and helping to focus users on the most critical deals. No other software provided the level of flexibility that we needed to build a useful project management tool.
the challenge
the solution
the result
manage complex data and approval processes
A global energy technology company is required to track the application process for Third Party Intermediaries. The process entails:
10-15 documents per application as well as all data relating to those documents.
Data is input from those documents
A lengthy approval process, with up to 15 approvers potentially requiring sign off.
In the past, this was handled using Excel spreadsheets, Word documents and email, which is time intensive, prone to error, and doesn’t provide real time feedback of where applicants are in the process.
automated data tracking and dashboards
The process was modeled in Salesforce and Work-Relay so that: assigned managers enter and upload data via a series of forms.
Automated actions send emails to the applicant and internal users so they can track progress
Automated data tracking shows users and management exactly where the applicant is in the process
Starts the approval process once all requirements are met
Allows approvers to request changes to the application or reject the candidate at any point in the process
Allows real-time, detailed analytics tracking via dashboard and reports
real-time visibility
As a result of implementing Work-Relay the organization has realized:
real-time visibility into processes
an automated mechanism to assign tasks and send reminders to ensure timely completion
automated document generation for a number of critical documents.
the challenge
the solution
the result
integrating workflow between existing platform and other apps
This software client faced several challenges that were resulted from relying on their document management platform’s dated User interface, including:
The platform’s several limited ability to integrate with other platforms, especially Salesforce. Custom development is required to do any integration between the two systems.
Limited/difficult connectivity with other applications, resulting in the need for manual work –– such as downloading and uploading documents between the two systems.
Difficulty spotting bottlenecks in workflows due to the limited reporting capabilities of the document management platform.
a single platform to manage workflows
With Work-Relay installed directly within Salesforce, the client was able to avoid the need for complex custom development between their workflow system and Salesforce, and now has a single platform solution that:
Offers integration/connecting capabilities with other applications
Provides data analytic/reporting capabilities that spots bottlenecks and variations in the workflow
Is visually-pleasing and user-friendly
a seamless and controlled process
Working with Neostella the customer now has a more seamless and controlled process between Work-Relay and Salesforce that includes:
More integration capabilities, specifically with NetSuite
Improved workflow through the data within the reports
Better end user experience/view, as well as a more user-friendly application
With patches that are rolled out regularly the client is able to continuously improve functionality.
ready to learn more?
let’s talk
Your human workflows are at the core of your business. Let’s talk about how we can make Work-Relay work for your business.
