Workflow Management
Centralized Workflow Automation
The application provides a centralized and powerful suite of tools to automate and manage complex business processes.
- You can create, edit, and manage workflows with a user-friendly, wizard-guided interface.
- The ZINFI Platform automates multi-role approval processes, ensuring tasks are routed to the right people at the right time.
- The system allows you to define custom actions for each workflow step, such as sending notifications, updating records, or creating new tasks.
This centralized approach helps you maintain a consistent process, reduce manual work, and improve operational efficiency.
Seamless Integration and Data Conversion
The workflow management application is deeply integrated with other core modules, enabling seamless data flow and process automation across the ZINFI Platform.
- The system supports Conversion Mapping, allowing you to convert a prospect record into a contact, an account, or a company with a single click.
- The workflow engine automatically links records and data across modules, such as connecting a deal with a related opportunity or an account.
- Integration with ZINFI Connectors allows for seamless data exchange with external systems like your CRM, ensuring all records are synchronized and up-to-date.
This integration eliminates data silos and creates a unified experience for managing all your business operations.
Process Modelling and Flow Charting
The ZINFI Platform provides a visual and intuitive way to model and document your workflows, making it easy to understand and optimize complex processes.
- You can visually represent your business processes with flow charts outlining each step, decision point, and action.
- The flow-charting tool includes standard elements like Start/End Points, Process Steps, and Decision Boxes, making it easy to create professional diagrams.
- You can create detailed flow charts for various scenarios, from simple, single-step workflows to complex, multi-role approval processes.
This feature helps you document and standardize your business processes, ensuring consistency and compliance across your organization.
Manage Applications
The ZINFI Platform allows administrators to manage applications and their associated data models, providing a centralized control point for all modules.
- You can configure an entity type as Custom or Associate to define its relationship with other modules.
- Layouts can be customized for each application, allowing you to design different user interfaces for various user roles or groups.
- The system provides a detailed view of all modules, including their associated fields, sections, and business logic.
This comprehensive management ensures that all applications are configured to meet your specific business requirements.
Field, Section, Action Button, and Page Management
The workflow module offers granular control over all user interface components, enabling you to build a highly customized and intuitive experience.
- Fields can be managed with various attributes, such as whether required, searchable, or exportable.
- You can organize fields into logical sections on a page to improve readability and user flow.
- Action buttons can be customized for specific tasks, such as saving a record or triggering a workflow, and create, edit, and archive entire pages, allowing for version control and a clean interface.
This detailed control over UI elements helps create a streamlined and user-friendly user experience.
Layout Assignments
The ZINFI Platform allows you to create and assign different page layouts to specific user roles or groups, ensuring each user sees a customized interface tailored to their job function.
- You can manage different layouts for the same application, defining what fields, sections, and buttons are visible to a specific group of users.
- Layouts are applied to users or groups, determining their access to information and functionality.
- A drag-and-drop interface makes assigning and managing layouts easy, simplifying administrative tasks.
This functionality ensures users have access to the exact tools they need, reducing clutter and improving productivity.
Dynamic Forms
Create intelligent and responsive forms that adapt to user input and business logic, providing a seamless and accurate data collection experience.
- You can build dynamic forms that display or hide fields based on the user’s selections.
- The ZINFI Platform allows you to use a rich WYSIWYG editor to design forms with a professional and clean layout.
- You can add custom sections and labels to your forms, ensuring they are intuitive and easy to use.
This feature simplifies complex data collection processes and helps maintain data accuracy.
Validation Rules and Flow Logic
Enforce business rules and automate processes with robust validation and flow logic capabilities.
- Validation rules ensure that user input meets specific criteria, such as requiring a field to be a certain length or format.
- Flow logic allows you to define a sequence of actions triggered by a specific event or condition.
- Flow logic can send notifications, update records, or perform automated tasks, streamlining complex workflows.
These tools help you automate and control business processes, ensuring consistency and compliance.
Archived Fields
The ZINFI Platform allows you to archive no longer used fields, helping you maintain a clean and uncluttered data model without permanently deleting historical data.
- You can archive fields that are no longer relevant to your business processes.
- Archived fields are hidden from the user interface but can be easily restored at any time.
- This feature ensures that your data model remains clean and organized while preserving historical data for future use.
Archiving fields helps improve system performance and simplifies form design by removing unnecessary fields from the active view.
Approval Flow Management
The ZINFI Platform provides a flexible and automated system for managing multi-level approval processes for records such as Deals, MDF Plans, and Claims.
- You can create a new approval flow, specifying its name and purpose.
- The system allows you to define multiple steps in the approval process, each with its own set of rules and assigned approvers.
- You can set up approval flows to handle different scenarios, from simple, single-level approvals to complex, multi-stage processes that require input from various teams.
This feature ensures that all records are reviewed and approved by the right people, maintaining compliance and accountability.
Approval Team Management
You can create and manage dedicated approval teams to streamline the approval process and ensure tasks are routed to the correct personnel.
- The ZINFI Platform allows you to create new approval teams, giving them clear names and descriptions.
- You can add multiple users or groups to an approval team, ensuring there is always a designated person to review a record.
- The system supports different approval rules, such as Round Robin, to distribute requests evenly among team members.
This functionality simplifies the management of approval processes, making them more efficient and transparent.
Conversion Mapping
The ZINFI Platform enables seamless records conversion from one module to another with a single click, eliminating manual data entry and ensuring data consistency.
- The system supports Conversion Mapping, which allows you to convert a prospect record into a contact, an account, or a company with a single click.
- The feature maps fields from the source to the target record, ensuring that all relevant data is transferred accurately.
- You can define custom mapping rules for your specific business needs.
This feature helps you streamline your sales process and ensures that the entire customer journey is tracked accurately within the ZINFI Platform.
