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Workflow Automation Software
For All Your Needs

Build and automate workflows
in minutes

From SME’s to multi-nationals, UniFi Workflow Software is used by market leaders to build, manage and automate workflows.

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The workflow feature comes as standard, so you can streamline your processes and get work done more efficiently.

By automating routine tasks and providing a central repository for all your data, UniFi makes it easy to track progress, approve tasks and identify bottlenecks in your workflows.  

With its user-friendly interface and intuitive controls, UniFi is the perfect tool for anyone who wants to improve their productivity and get things done faster.

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What is Workflow Software?

A workflow is the process of how you get a task from A to B (and sometimes C to D to E….). Workflow software is a system that enables you to work more efficiently by keeping everyone in the loop and automating processes where possible.   

What can UniFi Workflow
Software be used for?

You can use the Workflow tool to define the key steps in a specific task.  Usually there are multiple people involved, so the workflow will outline each individual’s role and where they are meant to come into the task.  

Some workflows can be automated, and this is particularly useful in situations where the same workflow may be executed several times simultaneously. Here’s an example of where a workflow system could be used:  

Examples of Automated Workflows :

  • Ad-hoc payment approvals
  • Budget and forecasting collections and approval
  • Static data approval
  • Transaction analysis
  • Project Approvals
  • Accounts
  • Asset on-boarding
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UniFi Workflow Feature Includes:

No-code Application Builder

Drag and drop elements of your workflow in our easy to use no code application builder

Simple Intuitive Displays

Simple, intuitive screens with mobile responsiveness for iOS and Android mean users can create, amend and approve process automation on the go with minimal training required.

Cloud Hosting

With hosting in the cloud, you’ll benefit from a lower cost and easy, secure access from anywhere

Seamless Integration

Our workflow software seamlessly integrates with your business system via API

Attach Documents

Documents can be attached to workflows and passed to or from your other business systems, saving space and time on document storage and retrieval

Unlimited levels of approvals

Unlimited levels of approvals and the ability to implement any approval matrix

Streamlined Process Automations

Sophisticated automations which replicate and enhance your organization’s processes and policies

  • Benefits of UniFi Workflow Software
  • Replace your Workflow software with a platform that has multiple use cases. Saving you time and money
  • Create, monitor, and assess the performance of specific tasks and processes
  • Reduce time spent on tasks
  • Connect people, information, and systems in one place
  • Streamline day-to-day operations
  • Improve operational efficiency and productivity
  • Increase transparency between departments
  • Better audit and accountability
  • Improve your bottom line
  • US/UK SOX compliance
  • Security, roles, and permissions approved by a Big Four audit
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What is the difference between Workflow Management and Business Process Management?

The key difference between workflow management and business process management is that workflow management focuses on the execution of tasks, whereas business process management focuses on the overall flow of work. Workflow management systems are typically used to manage routine tasks, whereas business process management systems are used to manage more complex processes. 

Workflow management systems are most often used to define the key steps in a specific task. Usually, there are multiple people involved, so the workflow will outline everyone’s role and where they are meant to come into the task. Some workflows can be automated (see above), and this is particularly useful in situations where the same workflow may be executed several times simultaneously.   

Once your department(s) or organisation’s processes are mapped out, you can begin to see any inefficiencies or bottlenecks. This insight allows you to make informed changes to each process to reduce costs and improve overall efficiency. If you’re looking for a Business Process Management Software, UniFi includes this feature.

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UniFi Features

No-code Application Builder

Business Process Management

Automation

Accounting Automation

Middleware & Integration

Excel Add-in

Work OS

Workflow Creator

Business Intelligence

Pre-installed Foundation Apps

Artificial Intelligence

OCR/Autonomous Data Capture

Autonomous Processes

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