Workflow Automation for Multi-Step Business Processes
There is no denying the old cliché that “time is
money,” especially in the context of the multi-step business processes relied
upon by today’s financial institutions. How are you losing both time, and
money? Manual workflow processes slow your institution down, diverting
attention from members, increasing operating expenses, and creating unnecessary
opportunities for errors and compliance issues.
Workflow simplifies business processes by fully automating, streamlining, and
standardizing any procedures that involve multiple steps, individuals, groups,
departments, and systems. It supports virtually any process that is performed
with a series of consistent steps; automatically routing assignments based on
established credentials, permission levels, and availability, and strictly
enforcing established approval processes.
These business processes may include multiple JHA products (core, content management, and more) along with 3rd party applications to provide unmatched integration.jhaEnterprise Workflow facilitates business processes that spans various people and departments to ensure that all tasks are completed both timely and properly.
may see as a resource problem is really a workflow problem. By applying
workflow automation thinking to multi-step business processes, the need for
time-consuming manual tasks and redundant data entry is eliminated. The result?
You now have a streamlined, cost-effective way to reduce operational risk and
greatly improves internal communication within your credit union, helping to
streamline and simplify processes that, if handled incorrectly, could cause
serious risk. The jhaEnterprise
Workflow solution facilitates timers and notifications of workflows and tasks. You can be sure that you are meeting and
exceeding your credit union service-level agreements (SLA), and providing your
members with an experience that exceeds their expectations.
By automating workflows, you effectively assign a workflow author who is
responsible for every part of the process. For each step in the process,
there is one person designated to perform a specific action. By doing this
you are creating a system of accountability, where everyone knows what specific
tasks they are responsible for. This also reveals which tasks take the most
time to complete and where the process seems to get held up the most
By implementing workflow
automation, everyone at your credit union knows who is responsible for each
task, and everyone is clear on their tasks and deadlines. Workflow automation also
enables you to make better future decisions to create more effective processes
and assign work accordingly. The most
effective way to implement a new workflow is to include the stakeholders who
are involved in that process during the design phase. This ensures that all touchpoints are
workflow automation solution is available to credit unions using the Episys® platform.
What It Does
and streamlines business processes that involve multiple tasks, steps,
individuals, groups, departments, and systems.
workflow automation to virtually any business process that can be
performed with a series of consistent steps.
tasks and processes that must be performed in multiple applications.
assignments to individuals, groups, or departments based on credentials
and permission levels, availability, and the rotation of assignments.
credentials and permission levels for each automated process.
the required approval process for each automated process.
audit trails for every automated business process.
credit union managers to monitor workflow progress.
system administrators to view all active workflows, the status of each,
and make appropriate adjustments.
the standard Jack Henry & Associates integration framework allowing
easy and secure access to integrate multiple JHA products into the jhaEnterprise Workflow solution.
solution also allows 3rd party products to participate in the
workflow process too. This includes
external applications and pass arguments, 3rd Party SOAP Web Services and
Data Queries. The 3rd parties can
be used in conjunction with the JHA products to solve the business process
What It Does For You
- Supports dynamic operating environments and evolving business processes.
responses to changing regulatory requirements with the ability to
immediately update credit union-wide business processes.
time-consuming, labor-intensive, error-prone manual tasks and the
staff productivity and reduces labor requirements.
material operating efficiencies, eliminates operational redundancies, and
reduces operating costs and risks.
credit unions to enhance member service and responsiveness.
one fully integrated end user solution that supports diverse operating
environments and multiple products and services.
Symitar helps busy credit
union executives free their valuable time to focus on other critical tasks for
success in today’s intensely competitive financial services market.