What is the Workflow Manager?
The Workflow Manager is a tool that facilitates the identification of risks and recommendations through module completion, provides a structured process to address issues, allows task assignment and progress monitoring, and generates real-time status reports and summaries.
How does the Workflow Manager work?
The Workflow Manager streamlines the process of handling business tasks by following a structured approach. First, it allows users to identify and address issues directly within the report, enabling immediate communication and collaboration among team members. Next, it helps in managing the status and priority of each workflow by categorizing tasks into different levels of priority and tracking their progress through various stages, such as not started, in progress, or completed. Finally, the system monitors the resolution of these issues by providing an overview of workflow completeness for each module, ensuring that tasks are completed efficiently and business performance is consistently improved.
After completing the questions in a module, you can view the report or the workflow report or you can click the "WF" button of a module on your dashboard. You can see the workflow completeness of each section, risks and recommendations and you can also download a .pdf of the workflow report.
"WF" button.
FAQs
Q: Is the Workflow Manager only accessible to my company alone?
Yes, the Workflow Manager is securely accessible only to your company. You can assign specific roles and permissions to team members, ensuring sensitive data is protected and only available to authorized users.
Q: What if my clients are too busy or unable to complete the modules?
If your clients are too busy, you can assign partial modules, extend deadlines, or complete certain sections on their behalf. The system also allows you to send reminders to help clients stay on track.
Q: What happens if my client doesn’t complete a module?
If a module remains incomplete, the Workflow Manager will flag it as pending. You can follow up with your client through automated or manual notifications and track incomplete tasks through the Dashboard.
Q: Is there a limit to the number of clients or modules I can manage with the Workflow Manager?
No, the Workflow Manager allows you to manage an unlimited number of clients and modules, ensuring scalability as your firm grows.
Q: How can I monitor the progress of tasks and modules?
You can track progress in real time using the Workflow Manager’s dashboard. It provides an overview of completed, pending, and overdue tasks, along with time-stamped activity logs for each module.
Q: Can the Workflow Manager integrate with other tools and systems we already use?
Currently, the workflow manager doesn't integrate with other tools and systems
Q: How does the Workflow Manager benefit my firm?
The Workflow Manager enhances efficiency by automating task tracking, improving client collaboration, and ensuring regulatory compliance. It also provides real-time insights, reduces administrative overhead, and improves client engagement.
Q: What kind of support is available if I encounter issues with the Workflow Manager?
We offer comprehensive support, including 24/7 customer assistance, a knowledge base, live chat, and dedicated account managers to resolve any issues quickly.
Q: What if a client wants to review or audit the completed modules?
Clients can review completed modules through secure, time-limited access. You can also generate and share comprehensive audit-ready reports for external reviews or internal compliance checks.
Q: Can I generate reports for my clients directly from the Workflow Manager?
Yes, the Workflow Manager allows you to generate detailed, customizable reports that summarize module progress, task completion, and risk assessments, which you can share directly with your clients.
Q: Can I track the time spent on each module or task?
Yes, the Workflow Manager provides time-tracking features, allowing you to monitor how long each module or task takes. This helps with performance analysis, client billing, and process optimization.