SYSPRO ERP Workflow Services

Posted by Gerry Poe

workflow lean process mappingBusiness Perspective:  Who knows about LEAN operations? Who believes processes can cost and save money?  In the scope of SYSPRO Workflow Services, we can see, review and improve, manage, and monitor processes' resulting activities and outcomes.

For example, your company wants to standardize the following processes:

  1. Creation of sales orders
  2. Creation of new customers
  3. Return materials authorization
  4. Customer service activities

These processes each take on a life of their own when considering warehouse selection, stock availability and allocations, sales tax, credit limits, geographic areas, sales person assignments, and checking to make sure all of the “Ts” are crossed and “Is” are dotted.  With a systematic “routine” to automate routing, checking, and establishing acceptable parameters and check points, SYSPRO Workflow Services offer ease of implementing a company-wide policy management toolset.

With a built-in workflow engine, SYSPRO Workflow Services (SWS), enables you to streamline end-to-end business process activities within SYSPRO, as well as to create efficient interactions between SYSPRO and external touch points. Built on the Microsoft Windows Workflow Foundation, SWS enables you to apply rules-based control over business processes, thereby promoting process cohesion, as well as collaboration among process role-players.

As well as providing a set of sample workflows and activities, SWS facilitates the creation of custom activities and workflows unique to your environment using its visual design tools, thereby enabling you to model and formalize your business processes. The client-based Workflow Administrator allows you to design, test, administer and deploy workflows across your organization, while the server-based Workflow Service provides the engine that hosts, co-ordinates and tracks these workflows. Being SOAP and web-enabled, SWS permits operators to process transactions remotely and without necessarily having SYSPRO installed on the desktop.

Once workflows are deployed, the Workflow Monitor provides workflow status and performance information, thereby helping you to identify the progress of any particular instance of a workflow, as well as activity and process bottlenecks within your organization.

SYSPRO Workflow Services incorporates a workflow engine that is flexible and customizable so that an organization can model and apply its own business processes. It is a platform based on the Microsoft Windows Workflow Foundation and provides the capability of designing and visualizing the workflow processes including conditions, actions, notifications, etc.

It promotes collaboration of effort between business analysts and developers in streamlining the interaction and business processes between various parts of the SYSPRO ERP solution.

SYSPRO Workflow Services comprise:

  • Client-side application that allows users to design, administer and deploy workflow processes to the enterprise

  • Server-side Windows Workflow Foundation service that will host and co­ordinate the collaboration between the SYSPRO core processes and the defined workflow process

You manage, test, deploy and analyze your workflow processes using the SYSPRO Workflow Services.

You design workflows using the Workflow Designer, which is enabled when you add a workflow in your Workflow Library.

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Tags: Lean Operations, Workflow Processes, Value Stream Mapping, SYSPRO

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