I would like a quote for a workflow module designed for Worksuite, and I'm happy if you want to sell this module to other customers as well.

This requirement has come about because I can see that WORKSUITTE is a good fit for a potential client I have. However, their client still wants to be able to automate its employee onboarding process and run marketing campaigns.

It's useless to 'hardcode' these processes as they change fast, however by creating a workflow Module, we allow users to create and maintain workflow processes around modules (HR, Fiance, leads, clients, etc.) and allow for various triggers- time/ states/statuses, etc. to trigger actions in these processes.
Use Case and Functionality Specification for Workflow Module in Worksuite
1. User Case: User: The user is a Worksuite administrator or a business owner seeking to automate and streamline various processes such as employee onboarding, marketing campaigns, and client interactions.
• Objective: To efficiently manage and automate workflow processes across different modules (HR, Finance, Leads, Clients) within Worksuite, allowing for flexibility, customization, and automation triggers based on time lapsed, states, statuses, etc.

2. Functionality Specification:
2.1 Workflow Management: Create/Amend/Delete Workflows: The user can create, modify, and delete workflow processes based on specific business needs. Each workflow can be named for easy identification.
2.2 Workflow Triggers: Starting Points: The user can choose starting points for workflows from various modules such as Leads, Clients, HR, Finance, and Work Modules.
2.3 Communication Automation: Email/SMS Series: Users can set up and send a series of emails/SMS to leads, clients, or employees. Emails/SMS can request information, document completion, or contract signing. Attachments can be included in emails/SMS or linked to specific contracts or fields.
2.4 Workflow Scenarios: Create/Amend/Delete Scenario: Users can create, modify, and delete workflow scenarios for different purposes.
• Examples include:
o Marketing Campaign: Emails/SMS to leads/customers in various states.
o Quote Follow-Up: Automated follow-ups for outstanding quotes.
o Employee Onboarding/Offboarding: Emails, documentation, and contract signing for new employees or offboarding procedures.
o Client Contract Onboarding: Onboarding processes are triggered after client contract signing.
o Debt Collection: Automated emails/SMS for debt collection.
2.5 Conditional Actions: Response Handling: Define actions if no response is received within a specified timeframe. Define actions for different responses received.
2.6 Flexibility and Customization:
• Dynamic Fields: Users can include dynamic fields in emails/SMS for personalized communication.
• Conditional Logic: Include conditional logic for dynamic workflow processes.
2.7 Monitoring and Reporting: Tracking and Analytics: Track the progress of workflows. Generate reports on the success and efficiency of workflow processes.
2.8 Security: Access Control: Implement access controls to restrict workflow modification to authorized users.
2.9 Integration: Worksuite Integration: Seamless integration with Worksuite modules for data synchronization.
2.10 Notifications: Alerts: Users receive notifications for key events or if any action is required.
2.11 Documentation: Documentation Management: Attach and manage documents within workflows.

This Workflow Module aims to empower Worksuite users to create, manage, and automate complex business processes while maintaining flexibility and customization options. It provides a robust solution for dynamic and changing workflows in areas such as HR, Finance, Marketing, and Client Interactions.

thank you
I look forward to hearing from you.