by PDS Marketing | Aug 10, 2020 | Blog, Workflow
Over the past few months, we’ve explored eleven best practices to make your Vista Workflows more effective. Each was a simple task addressing a common issue that clients have encountered in their workflow implementations. These ranged from tips on...
by PDS Marketing | Jun 29, 2020 | Blog, Reporting, Workflow
If you’ve been using Vista Workflow for a while, you will have built up a little history of completed (and in-progress flows). That means you have data that you can analyze. For example, what is the average time it takes for flow to complete from start to finish? Do...
by PDS Marketing | Jun 22, 2020 | Blog, Workflow
In an earlier article, we discussed tailoring workflow participant screens to hide, enable, or highlight information to make it more relevant and useful. The same logic applies to your workflow notification emails—e.g., when an employee gets an email from the workflow...
by PDS Marketing | Jun 11, 2020 | Blog, Workflow
In an earlier article we discussed properly modeling your flows to mirror how you actually conduct business (as opposed to your ideal business practices). But, you can take this concept too far—adding numerous steps, branches, and loops—to cover every possible...
by PDS Marketing | Jun 4, 2020 | Blog, Workflow
This might seem like more of “programmer-oriented” article, but in a way, creating flow templates is a little like programming. You must model your business practice to make sure that the flow does what it is supposed to do. As such, you must make sure that if you...
by PDS Marketing | May 19, 2020 | Blog, Workflow
In the last article we talked about modeling your actual business practices, not your hoped-for business practices. As part of that, we reviewed the situation with a real organization who tried to model their desired leave request process instead of their actual one....
