Custom Business Process Workflow Implementations

Consulting assistance can be provided to organizations who want to create document workflows to automate the conversion of paper documents into electronic form. 

Document workflow can be described as a set of relationships between all the activities in the document creation process, from start to finish. Workflow specifically involves the movement of documents around an organization for various activities or business processes including evaluation, performing activities in a process, collaborative writing, review, sign-off / approval and ultimately publication.

Typical business processes include receiving orders, marketing services, selling products, delivering services, distributing products, invoicing for services, accounting for money received. A business process usually depends upon several business functions for support, e.g.. IT, personnel, accommodation. A business process rarely operates in isolation, i.e.. other business processes will depend on it and it will depend on other processes.

 FileHold staff can help in designing and developing document  workflow solutions that integrate with the document management software.  For a "budgetary" price quotation on your workflow solution contact [email protected]  or call (604) 734-5653. 

The following steps are taken when defining and developing document workflow solutions on behalf of our customers:

Document Workflow Requirements Gathering Phase

A workflow engagement initially involves mapping out existing business processes, interviewing stakeholders and gathering requirements for a custom workflow implementation. The consulting team creates the product requirements document using functional requirements, end user input (focus groups), use cases and mock-up screenshots to communicate the features of the solution. The client's representatives collaboratively provide  put and approval throughout the creation of the requirements document.

Workflow Design Documentation and Specification Phase

The design phase consists of design documentation of the signed off features/functionality, pseudo code, and prototyping where applicable. This is required to ensure that the manner in which the feature is to be implemented has been thoroughly thought out and all necessary changes to the existing design are identified. This design specification enforces traceability back to the product requirements document.

Document Workflow Implementation Phase

The coding phase of the process allows the Engineers to implement the feature in the language to meet the design objectives and requirements. As implementation phase progresses unit testing is conducted to ensure the implemented feature meets the requirement.

System Testing Phase

The last phase in the development process allows all features, modules, protocols, user interfaces, database, business logic to be integrated and tested before deployment. The Integration Testing phase consists of installation, configuration, feature testing, documenting test results, creating engineering release notes.

Document Workflow System Deployment Phase

Deployment of the customization application components consists of two methods; Remote installation through a Virtual Private Network or Onsite installation.

This development process allows our organization's ability to deliver quality product meeting the requirements that are captured during the requirements gathering phase, this includes the solicitation of input from end users, sales, technical support, and market analysis.