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Workflows in SharePoint

Streamlined and automated processes

Challenges with workflows in SharePoint

  • SharePoint offers limited and complex options for setting up automated workflows, which often causes inefficiencies.
  • SharePoint's basic functionalities make many workflows manual, which increases the likelihood of human error.
  • Personalised workflows often require companies to use external tools or manual processes, which reduces flexibility.

In SharePoint, setting up and managing automated workflows is often complex and limited. Many organisations use SharePoint for document management and collaboration, but experience challenges when they want to implement workflows for tasks such as approval processes, reminders or automated actions. SharePoint provides only basic functionality in this area, meaning that many workflows have to be set up and executed manually. This leads to inefficiencies and increases the likelihood of human error.

In addition, SharePoint lacks the ability to customise workflows for specific business processes. Companies that want to customise workflows to their unique requirements, such as contract approval rounds or assigning tasks within projects, often have to use external tools or manual processes, which limits flexibility and efficiency.

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Automated processes with SharePoint DMS

With SharePoint DMS, workflows are easily automated and tailored to specific business processes. Where SharePoint often falls short, SharePoint DMS offers an intuitive interface that allows users to set up complex workflows without technical knowledge. Think of automating approval processes, automatically sending reminders when deadlines approach and assigning tasks to team members.

SharePoint DMS enables companies to configure workflows that seamlessly fit their specific needs. This can range from simple tasks such as document approvals to complex workflows involving multiple steps, departments and approval layers. With the ability to automate workflows, teams no longer have to deal with repetitive tasks, increasing efficiency and minimising errors.

Workflow possibilities with SharePoint DMS

  • Automating approval processes: Streamline approval processes and speed up decision-making.
  • Assigning tasks to employees: Automate task allocation and ensure clarity in responsibilities.
  • Setting reminders and notifications: Automatically send reminders for deadlines and action items.
  • Multistep workflows: Configure multi-step workflows, including approval processes and handoffs.
  • Real-time monitoring of workflows: Get insight into the status of ongoing workflows and monitor progress.
  • Workflow library: Use predefined workflow templates for common processes.

SharePoint DMS comparison

Without

  • Manual processes and repetitive tasks
  • Difficult to customise workflows
  • No automatic reminders
  • Error-prone manual task assignment
  • Limited overview of running workflows
  • External tools needed for complex workflows

With

  • Automated workflows save time and effort
  • Flexible, configurable workflows for every process
  • Reminders for deadlines and action items
  • Automatic and clear division of tasks
  • Real-time monitoring of workflow progress
  • All-in-one workflow solution within SharePoint

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