Unison TeamFlo

Unison TeamFlo guides a piece of work from initiation to completion. The power and flexibility of TeamFlo in the KnowledgeBase system lies in that the administration and level of complexity are governable by you. Track and measure your business processes with tools that are straightforward and easy to use. All features, such as appointees, service levels, and email notifications and escalations are configurable by you, to suit your organisation. Create comprehensive reports on productivity and efficiencies to streamline your processes.

Features

      

Benefits

Multi step processes

  

 

TeamFlo allows up to 10 steps to be defined. You define the steps, create as simple or as complex of workflow procedure as required. Streamline your processes with as many steps as needed.
         

Pre-assign individuals, roles, or groups to action each work step

  

 

TeamFlo gives you the flexibility to nominate different types of Action Officers - in some instances only an individual can carry out a task; where in others, it's more favourable to select from several in a similar role.
         

Set Service Level Agreements for each work step

  

 

Configure service levels for each step and for any level of urgency. A routine item of work may be allocated 2 working days, while an urgent request must be actioned within 2 hours. Use this flexible tool to gain an accurate measurement of your processes and use the data to proactively manage your productivity.
         

Add your own data using Custom field builder

  

 

Capture any relevant information required during the workflow. Create and use custom fields on all or any of your workflow categories and types. Create text boxes, Notes Areas, Link boxes, Drop down lists, Tick boxes, Merge fields, labels, selectors, and derived fields. Indicate size and formatting, provide help text, nominate defaults, and attach security permissions. Control what information is captured, and control who has access to this information.
         

Tailor email notification

  

 

Easy to administer and totally customisable, the notification tool allows you to send email notifications to anyone impacted by the workflow, at any stage of the workflow, containing any information pertinent to the workflow. Notify the Escalation officer when a work step is overdue. Notify the workflow creator when a workflow is completed. The notification tool allows you to totally control how workflow information is managed and disseminated.
         

Secure the system down to the individual field level

  

 

KnowledgeBase Security secures workflow content from high level access to the Workflow system, to individual Workflow Categories and Types, through to individual custom fields. Create an effective Workflow community by allowing access to users only where required and, if necessary, restricting display of confidential information.
         

Report on any field or data associated with the workflow

  

 

Configure reports according to your requirements. Begin to understand your business processes, the role each stakeholder plays, the strengths and weaknesses, and how organisational knowledge is used. Use this information to raise the transparency of your processes, better manage your resources, and increase productivity.
         

Document attachments follow the workflow

  

 

Any digital item of information can be attached to the workflow. Any stakeholder can submit relevant information to be stored with the workflow, from a scanned letter, an email, a document, or an image. This way, all parties have quick access to all relevant information, and all pertinent data is stored for future reference if required.
         

 

Customer Successes

 

Ministry of Education
The Ministry can query a work item back to the previous worker with a question. The work can then be iterated until all parties have approved the item. Or it can be declined and sent back to the creator with some more penetrating questions. They use this to gate keep memo releases or policy preparation. They also use workflow to automate many processes within their organisation.

Queenstown Lakes District Council
QLDC have provided the full workflow facility to their contractors. Some years ago QLDC outsourced their works and planning functions. They have provided secure network access to each supplier. QLDC have even provided the contractors with the facility to add secure custom fields to store project costing information. QLDC importantly maintain control of the service level reporting and history.

Massey University
Because of the seasonal peaks, it is important for Massey to report by work category, or by staff member, or by work group, across all months and years. The system provides Massey with ready access to data to monitor work load trends so they can better resource the peaks.