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Workflows

The software that helps you run and manage your work flow processes and tasks seamlessly.

Reports and analysis

The system automatically results in an audited process which will eventually lead into the management decision and analysis and give an overview for the top managements on the processes that are either executed or getting executed in the organization

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Why Get WorkSmart?

It is high time you stop wasting your valuable time and resources by sending and chasing unlimited emails.

Implement workflow processes on worksmart.com and you get to know each person in the workflow does their bit in time. Set timelines enables the completion of a process on time and avoids the delay from procrastination.




How does it work ?

Every organization has various workflows set for the effective execution and accountability of a job or a process. These are workflow processes that happen on a continuous basis across a set of people within the organization, in a department or across various departments or even with an external party.

In a workflow a person initiates a workflow, the work moves from one person to another till it reaches a person who ultimately signs off.


For instance a recruitment process.

Department head initiates a requirement, goes to hr head, which will go to publication of the requirement, resume gathering and vetting, interview and then finally the selection, which goes to the ceo or the hod as the case may be for finalization. In a normal scenario, many emails will exchange across various departments, phone calls, delays in vetting resumes, searching of emails, favoritism etc are the norms.


With getworksmart, you design the process which will make sure that every person involved in the process does their share on time and to the standards required. Now imagine the processes across the other departments in an organization, purchases, payments, salary and incentive processing to name a few.

Workflow and Request process

Identify existing hierarchy

Design the workflow of a process based on your current working model, the key person being the initiator of a workflow, who all are involved in the process and who can close it.

Create users

Based on the hierarchy of the process add the employees information, including email, contact no. etc. You also set the time required to conclude a process, the time it requires for a person to do their part, escalate the process if person do not do their share of the job on time, set priorities, etc. etc.

Initiate the request

When a process is initiated, the work moves across the group of people involved in the process.

Audit log

The graphic user interface let you know in detail the pace of the workflow and where it stands and how many escalations has happened if any and how it has completed.

Approval request

Now as the request pick up its own pace of movement, you will be able to see how it progresses and how it moves across each stage and whether it gets fulfilled on time or if it does not who is responsible for the delay and how to correct it.

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Simplicity

Unlike complicated CRMs worksmart is simple to use. You define the work flow and that is it. In case you find it confusing, please contact our support and we shall be glad to guide you through the processes.

Still confused? Let us design your first task. Write to us.

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Pricing

Our pricing is based on one simple factor.
The mode hosting and support that you would prefer from us.
If your organization has a hosting option you only pay the price for the application.
If you need hosting services and additional security features let us propose the options for you.
If you want any further customization or features to be included let us help you on that as well

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Features

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Collaboration

Bring employee collaboration, sequential and parallel order which leads towards audit log and appraisals. Hence enforce active and responsible team.

Bring vendors as well as customers into approval with an OTP.

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Audit log

Each and every action taken by the approvers or collaborators are logged with the time. The audit history will list these participant’s notes along with the action taken and time.
A badge appraisal option is also available against each action by the collaborators.

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Digital signature

Add your digital signature to the final documents to take leverage of remote/ distance working context.

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Audit

When someone takes an action in work smart, he/she will be adding a comment as well along with the action taken and time will be recorded.
The audit log will be the pool of information for every participant to get know about the history of each approval process. This will easily win over the concept of scattered and unordered emails with which we traditionally executed our approvals.

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Document versioning

The documents uploaded with the approval request could be downloaded by the approvers and they can replace it with new version. The old versions will be kept under the latest version with relevant information.

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Put on hold

If it seems to be only executed at a later stage you will have the option to put the particular approval on hold to a later date. This will automatically come alive on that particular date and take its own course.
Though if needed these items can be re invoked from any point of time even before the date to which this was put on hold.

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Workflows

Approvals are executed in a predefined sequential order where in the participants and their privileges like active participant or passive participant as well as the auto escalation and allotted time to take actions are predefined mostly at the time of workflow design and partially alterable at the time request creation.

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Reviews

The reviews are a juncture in an approval management where somebody asks for clarification with one or more persons in the system. This can be done parallel which make the sequential process a parallel one for that period. Even a confidential review is also possible wherein the submitted review can only be read by the participant who has requested for that review. There is another review which allow a hierarchal review from any point of workflow order.

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Paperless

The digital signature and electronic document repository will help your organization to move towards the concept of paperless office. The worksmart system has the master document register as well as the approval themselves builds up a document repository where the document upload as part of the approval managing system can be allowed to get tagged and then later can searched retrieved and reused.

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Alerts

SMS and Email alerts will keep all reminded about the actions need to be taken in worksmart system. Whenever an approval has come into the To-do list of a participant he/she will get these alerts (SMS or Email or both).

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Escalations

Escalation can be either based on the office hours and off days or can be calculated without considering any of these. It depends on the attributes the approval request has, when it was created.

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OTP Login

You do have the option to bring in third party users in to the workflows by sending review to them. These participants could be created by the regular users of the system other than the administrator. This allows those external people to get into the system and participate in the process by providing the OTP shared in to the mobile number or email used while adding them to the system. They will receive an URL by an SMS or Email. They can click on the URL to get into the system and carry on with the process.

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Reports

After all, the worksmart is a system for approval management where the participant mostly expected to be from management section thus the system will allow the higher management to monitor and audit the actions and activities of the participants. The system will provide the higher management an overview about the performance of the decision makers and the effectiveness of their participation. The cost of delay will be something that the worksmart can easily calculate based on the time taken and appraisals received against each actions or comments of the participant.

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Repositories

The approval management system automatically creates collection of document which make the work smart do its role as a document management system for the organization. Master documents register with details like tags, owner, physical location, destruction date can be maintained with the worksmart system explicitly.

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Appraisals

The audit log is a pool of data about the explicit actions and the appraisals received against those. The data is used to create the graphical analysis of these values to get the idea about the performance and bottleneck in your organization.