When the Head of the Administration Department, Mrs. Numer, confronted Tommy, he already knew that the need was for office automation. His company, CleTo, had grown a lot, and it was impossible to continue managing administrative processes with Excel spreadsheets, …
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Case Study
Financial process in the cloud
Any pure financial process and any other administrative workflow of the finance area of any company have always been under the microscope for automation and improvement. In fact, they were among the first applications of workflow and BPM tools. Lately, …
Vacation Request Workflow. Tommy & Clerius [Chapter 8]
It was time to rest, so Tommy and Clerius thought about implementing a vacation request workflow (holiday request). As a result, this workflow will allow employees to easily create their leave requests. Furthermore, it will ease the review and approval …
Performance evaluation workflow. Tommy & Clerius [Chapter 7]
The organization grew, Tommy and Clerius need to define performance evaluation workflow for their teams. Evaluating performance is key to improvement and recognition, but it involves a huge number of chained tasks and coordinated actions between different people. This workflow …
Creativity and team building. Ping-Pong, yes or no? Tommy & Clerius [Chapter 6]
The arguments of creativity and team building are contrasted with those of productivity and distraction when companies evaluate having a Table-Tennis table. The time has come for Tommy and Clerius to evaluate this topic and respond to the request of …
Cloud Workflow – what is it? Can it improve cashflow? Tommy & Clerius [Chapter 5]
Tommy and Clerius are facing a new and big problem: their cashflow has worsened dramatically. Could the cloud workflow tool they have chosen help them? Before we dive into our hero’s issue, let’s take a moment to identify what is …
BPM Tool for administrative processes. Tommy & Clerius [Chapter 3]
In the previous chapters, using a BPM tool, Tommy and Clerius solved their growing pains and deliverables approval workflow problems at their consulting firm, CleTo. Now, a new unforeseen one appears: changes in the legal regulations, force them to process …
Deliverable approval workflow. Tommy & Clerius [Chapter 2]
In the previous chapter, Tommy and Clerius faced the intense pain of growing for the first time. In this opportunity, they have a new challenge, to manage the deliverable approval workflow in their consultancy firm. That is the flow that …
Best processes to automate (infographic)
This infographic will help you understand which are the best processes to automate. Plus, it includes best practices for BPM. …