Workflow Management

The modern office contains intricate rituals of operational tasks. The workflow tasks which cannot be automated must be managed. For many offices, workflow management is left to email and meetings. Processes undefined, undocumented, and unstructured are ultimately unmanageable.

Define, Design, Debug, Deploy

A large technology company retained Slate Analytics to consult and develop systems to control the lead ownership workflow and interactions among hundreds of salespeople. As one might imagine, the legacy business rules surrounding commission payments were not designed by cookie cutters, and any system containing customer info or that drives commission payments must have the highest level of trust. The barriers to implementing any workflow management initiative were massive. But the need was greater still.

Good workflow management starts with definitions. Often, definitions are unique to an organization. Slate Analytics worked tirelessly to understand their business needs and organizational structure. We collaborated with their IT department and management to design a database architecture that would fit their unique needs. Through multiple layers of testing – at the data level, the user interface, and a limited launch for select members of the sales team, the application was made ready for widespread use. Now, with hundreds of active users, the system underpins all sales activities.

With all leads and customers organized and managed, the sales team’s workflow management system grew into an essential business intelligence asset for other departments: human resources, operations, and marketing. As the system took on new roles, it took on new data sources as well: SAP, Salesforce, D&B, and more.

Slate Analytics has demonstrated expertise in understanding the organizational nuances of very complex companies, and earned a very high level of trust in the services we provide.