1PROJECT BRIEF

WWW.4POINT.COM

70%Report HR, accounts payable, and customer correspondence as the most popular paper-free processes.

DATA SHEET

10,000[More stats with value on reasons to automate

Deadlines and reminders keep partticipants and Managers on top of required tasks, and automaticallyinformed on the workflow status.

CORE FEATURES

Quick & Easy Process ManagementBusiness users control the automation of review and approval processes, without reliance on support from IT.

Management Dashboard The user-friendly interface provides an intuitive dashboard for quick monitoring and auditing of active and historical processes.

Two out of the box types of processes (General Request and Routing Slip)are available for immediate use - no customization required.

THE WORKFLOW CHALLENGE

From general contracts review processes to media review, design, regulatory, legal, or quality assurance review, most organizations deal with standardized review procedures for collaboration, oversight, and approval.

THE SOLUTION

The Adobe Experience Manager Advantage

Empower business users

4-FLOINITIATE-REVIEW-APPROVE-MANAGE

Every organization has operating procedures that they adhere to. These

In today’s busy enterprises, it can take days, weeks, and even monthsfor departments to effectively collaborate on critical documents and digital assets. The task of completing, reviewing, approving, and tracking critical business functions using traditional methods can takehundreds of man hours, and cost millions of dollars in inefficiencies andoversights, if not performed correctly.

workflows, efficient, collaborative and auditable - both inside and outside the organization.

Built on top of the industry-leading Adobe Experience Manager (AEM) platform, 4-FLO leverages the powerful built-in process managementcapability, in addition to the extended enterprise form and document-centric features of AEM Forms.

4-FLO offers business users the ability to create, oversee, and auditbusiness workflows, without the need for IT involvement, by leveraginga simple, intuitive form interface. This user empowerment streamlinesworkflow definition and process efficiency.

2 PROJECT BRIEF

WWW.4POINT.COM

Accelerate process management and interaction

The out-of -box General Request and Routing Slip offer point-to-pointrouting , as well as serial and parallel routing options, to optimize communication, based on the nature of the task.

Maximize existing IT investment

Strengthen transparency and accountability

WORKFLOW PHASES

INITIATE

Creation of review process and associated properties.

REVIEW

APPROVE

Management approval and

MANAGE

Process tracking and reporting.

4-FLO Routing Slip Form

4-FLO General Request Form

4-FLO Dashboard

Intelligent dashboards for active and historical workflows allow users totrack activity and confirm policy or regulatory compliance. The ability to automate deadlines, and reminders promotes efficient communicationfor business users that have a lot on-the-go.

Form-based workflow, presents a clear guide with instructions tobusiness users for simple definition of workflow properties, (e.g.deadlines, reminders, and notifications. This capability saves organizations time and money on building complicated workflowprocesses.

The 4-FLO solution is uniquely designed to rapidly integrate into businesses’ IT environment, leveraging infrastructure (e.g.LDAP, email, and database). This smooth integration eliminates theexisting inefficient, time intensive, ad-hoc steps associated with traditionalworkflow review and approval routing.

The intuitive web-based dashboard that accompanies the 4-FLOsolution provides workflow participants with a quick glimpse into where things are within the processes that affect them. They can seewhere their request is along the approval line, and receive confirmationonce the workflow has been successfully executed.

Content review and feedback (as required).

3PROJECT BRIEF

WWW.4POINT.COM

How it WorksThere are three main user roles that interact with the Routing Slip and General Request Form; Process Initiators, Process Participants, and Administrators.

Process Initiators:

Initiate a General RequestInitiate a Routing slip

(e.g. server settings, process users, and status) View reports

Receive instructions from Initiators(eg. complete, review, comment, sign)

Tracking

Act according to instructions(Circulation properties are pre-set by Initiator)

Process Participants:

Administrators:

OR

OR

Routing Slip General Request

Receive instructions from Initiators (eg. complete, review, comment, sign)

Act according to instructions

Circulate to next participant

Re-assign workflows

(Participants in a serial workflow only)

Access workflow administration environment(e.g. how many processes of each kind have been initiated over a period of time, and how long each step is taking)

This is used when users want to definethe routing by specifying a list of differentparticipants to be involved in review.

Notifications and parallel or serial routing canbe specified, along with the standard processmanagement attributes currently supported byAEM Forms.

This is used when a document isrouted in an ad-hoc fashion.

Each participant has the ability todefine a subsequent workflow step.

4-FLO

Reject request to stop the review Reject request to stop the review

All process users can track the progress of workflows using the built-in dashboard.

4 PROJECT BRIEF

WWW.4POINT.COM

RESULTS

Approval and review acceleration

Oversight and compliance improvement

Elimination of manual steps and redundancy

IT dependency reduction

User-friendly audit interface

FOR MORE INFORMATION

EMAIL: INFO@4POINT.COM

ConclusionIntegration of user-centric form-based workflows improves collaboration,simplifies process management, delivers comprehensive auditing, and helps organizations meet regulatory requirements.

As common as business processes are, they are often under-served byconventional enterprise systems. Even as IT departments roll out a variety of point solutions for business process automation and contentmanagement, some of these most fundamental processes are being leftto ad-hoc email threads, or force -fit into less flexible solutions. Traditionalbusiness process automation approaches often result in system-centric workflows, typically requiring heavylifting from IT for the creation, management, modification, and tracking of the process.

As an off-the-shelf software solution, 4-FLO offers significant improvementsover traditional solutions by enabling business users to easily and rapidlyinitiate, review, approve and manage workflow processes, without involvement from IT.