WFL · Solution
Workflow automation and digital forms
Replace paper forms, email chains and spreadsheets with tracked steps, clear assignments and reports that are always current.
Where manual processes break down
Most business processes start simply: a form, an approval, a follow-up. Over time they collect workarounds. Forms are printed and re-typed. Approvals happen in email. Follow-ups are tracked in someone's head. When that person is away, the process stops.
Today
- A paper or PDF form is filled in and emailed
- Someone re-types it into a spreadsheet
- The approver is chased by phone
- Follow-ups are tracked on a sticky note
- Status means asking around
With Datalynk
- The form is completed once, on any device
- The record is created automatically
- The next person is assigned and notified
- Open items are visible on a list or dashboard
- Status is visible to everyone who needs it
How Datalynk automates a workflow
- Digital formsForms for browser, tablet and phone, with required fields, choices, photos and attachments.
- Defined stepsEach record moves through the steps you define, such as submitted, reviewed, actioned and closed.
- AssignmentsWork is assigned to a person or role, so everyone knows what is theirs.
- Notifications and alertsPeople are alerted when something needs their attention.
- Corrective actionsProblems found in one record can create follow-up actions that are tracked to completion.
- Live reportingSee open items, overdue work and trends without assembling a report by hand.
Examples of processes organizations have moved to Datalynk
- Maintenance and repair work orders, with technicians alerted to new work
- Layered process audits and 5S audits, with follow-up on items that fail
- Long-term corrective action plans that track recurring problems
- Overtime and shift scheduling, by web and telephone
- Appointment booking with reminders by text message, phone or email
- Incident reports that move from the field to review and follow-up
Start with one process
You do not need to automate everything at once. Most organizations start with the process that causes the most frustration, then build on the same platform. Custom applications.