Workflow management

What does it do?

It brings together all your workflows in an easy-to-use management system

It applies templates to your workflows to deliver consistent quality work

These templates document a project's components such as tasks, deadlines, start date, end date, status, and who is going to perform which tasks

It links to your existing systems and databases to create and update workflows

It enables full reporting on work across the organisation to enable data-driven decision-making

How is it different?

It links to your existing systems to create and update workflows

For example

When a document is created in the DMS (document management system) and appropriately tagged, a workflow is kicked off

When a new client is set up on your practice management system, a client take-on workflow is kicked off

When annual accounts are filed, the workflow is completed

It brings together both client and internal workflows in a single integrated system

It integrates with the Microsoft 365 stack to surface workflows through Microsoft Teams, SharePoint, To Do, and Outlook

How much does it cost?

It costs from £18 per User per annum, plus setup fees

How is it used?

It is used in small and medium sized firms to control the delivery of repeating and one-off jobs

What is the technology?

CynareLink database

Cynare Platform web application

Cynare alerting system

Microsoft Graph API (application programming interface)

What are the benefits?

Users can manage all jobs through a single system and no longer need to use spreadsheets to manage their work

Users can view and complete their tasks through the interface that works best for them

Admins can set up templates to ensure jobs are completed consistently and deliver quality results

Partners and Managers can see at a glance what work is going well and what needs extra attention

The pyramid of responsibility ensures no failure goes unnoticed, by escalating issues until they are actioned

How does it work?

It uses the CynareLink database to integrate with your existing platform and systems

It creates workflows by applying existing data to workflow templates

It uses target and deadline dates, cost budgets and actual inputs to provide meaningful alerts