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Make Workflow Work

Workflow is one of the most powerful software capabilities any organization can implement. Although not new technology, the advent of global virtual workforces, lean practices and higher turnover has created a greater need for the benefits provided by workflow. DataServ, via the Software as a Service (SaaS) model, has made this technology easily available for any size enterprise in any industry.

This option to the DataServ Invoice Visibility and Control offering contains the technology and best practices required to rapidly generate your ROI. Our initialization experts provide the knowledge to tailor the workflow process to fit your unique needs and organization. Simple to use workflow provides routing of invoices anywhere in the world via ubiquitous email and web-based user interfaces. Supervisor queries provide superior visibility and process control. DataServ is scalable to support as many users as you need.

Additional Features:

  • Automated Initial Routing to approvers based upon data captured at scan time reduces your staff time.
  • Automated Approval Routing can be set based upon approval dollar limits and/or authority hierarchies. This automation is tailored to your approval matrix and chain of command and includes up to three levels.
  • Surrogate Routing offers the ability to designate a stand-in to cover an approver’s role when they are not available. Multi-layered routing with a time component provides alternate approver(s) in the case of unexpected process delays.


 

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