Workflow Automation

Case management and workflow management solve different problems. Learn when you need each, how they work together, and why the best platforms combine both.

Everything you need to know about workflow automation — what it is, how it works, real examples, and how UK businesses use it to cut costs and improve operations.

Real workflow automation examples from insurance, legal, healthcare, property, and contact centre operations in the UK.

SMS not sending Check your SMS credit balance. Make sure the phone number is correct. Check if the task meets all conditions for sending SMS. SMS.

Create your first workflow using the Workflow Builder. The workflow builder is a powerful, easy-to-use interface. It allows you to create, update and.

The Customer Complaint workflow logs and tracks any customer complaints that are submitted. Using the Customer Complaint Workflow Note: The first.

The Customer Enquiry workflow logs and tracks any customer questions to ensure prompt responses from you and your Team Members. Using the Customer.

Track all your tasks using the Dashboard. The Dashboard gives a clear overview of all your tasks, their statuses, and RAG statuses. It lets you see.

The Amber Alert automated event automatically changes a Task’s RAG status. You can set specific triggers so an amber flag alert will be automatically.

The Auto-allocate automated event automatically allocates a User to a Task. This User will be allocated based on specific requirements you can set.

The Create Reminder automated event automatically creates a reminder. You can set specific requirements so that the creation of the reminder is only.

The Create User automated event automatically creates a user. The User will be made when specific requirements you have set are met. Adding a Create.

The Generate Document automated event can be used to generate a document automatically. You can set specific triggers, so the document will generate.

The Red Alert automated event automatically changes a Task’s RAG status. You can set specific triggers so a red flag alert will be automatically.

The Send Email automated event automatically sends an email. You can tailor the content of the Email by creating custom Email Templates and choosing.

The SMS Automated event automatically sends an SMS. You can tailor the content of the SMS by creating custom SMS Templates and choosing to who the.

Internal Admins can control what Workflows their Team Members can and cannot see by editing their Workflow Visibility. Follow the steps below to manage Workflow Visibility.

As you and your Team Members use SwiftCase and start creating Tasks, you may wish to use the search form to find exact Tasks- whether those are.

The Meeting Workflow helps you organise and track your meetings all the way through, from booking the meeting to post-meeting follow-up actions. Using the Meeting Workflow

The Support Ticket workflow helps handle and log all support issues. Using the Support Ticket workflow Note: The first three steps should be filled.

With Forms, you can customise what appears on the status page and add custom fields so you can collect all the data you need for that Workflow.

The Manual Allocation actions allow you to allocate Tasks to your Team Members. You can filter by Skills or Role, saving you from having to scroll.

Document Templates can be configured in your workflows on your SwiftCase system. Discover how to create document templates by reading on. Creating a.

Learn how to access the SwiftCase Workflow Builder - a powerful drag-and-drop interface for creating and modifying workflows without any coding knowledge.

SwiftCase is a case management software. Our case management system allows your Team to work together, as well as with your Clients, and track Tasks.

Email Templates pre-populate the content of an email, saving you and your team from repeatedly typing out the same emails to your clients. Creating.

With the right workflow management system you can impress clients at every touch point, and create a customer experience that exceeds their expectations.

Find out how workflow automation can streamline your onboarding process - enabling you to reduce costs and errors while boosting efficiency and team productivity.

As part of our Workflow Management Essentials series, we’ve prepared a checklist to help you create more effective workflows for streamlining your business.

Improving workflow management - how your workflow automation software should increase business efficiency, boost productivity and encourage greater innovation.

Workflow management automation is the future of business - but what can it do for your organisation?

While recovery news is good news, the pandemic has turned recruitment tables into an employee controlled market - but there is an alternative; automation.

Three tell-tale signs of a poorly performing workflow management, and how to fix them.

Boosting productivity with effective workflow management. How improving workflow management can benefit your business.

Improving Team Productivity, 5 Priorities for MDs Who Have Remote Teams

Help to Grow Digital enables eligible UK companies to receive government grants of 50%, up to £5,000, towards the cost of our service CRM.

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Discover how clear, concise workflows reduce stress and boost productivity. See how Laird Assessors transformed their operations with SwiftCase.

Updated 23/06/2021 Delight your staff by cutting out the boring, monotonous tasks using SwiftCase, the automation software that businesses love to.

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Learn how workflow prioritisation helps teams focus on high-value tasks, meet SLAs, and boost productivity. Discover how SwiftCase makes task management effortless.

Updated 23/12/2020 Automation and ‘robots’ are becoming high-profile subject matter across recent news stories and political commentary. Fear over.

Updated 16/12/2020 Creating a template When creating your own tasks using the workflow builder, one of the options available is to have emails.

Become versed in all the Quick Actions available on the Task Page of SwiftCase and allow your team to conveniently update task information.

Discover the many kinds of widgets available to use on SwiftCase, and create a clear, simple approach for your team to complete tasks.

Learn how to create a Task on your SwiftCase system and begin the rewarding journey of business process automation.

Updated 18/11/2020 SMS or text messaging is a communication method that has some great potential benefits for business use. Although it has been.

Updated 20/05/2020 SwiftCase lets you keep track of all incoming and outgoing events on your system. Schedule a vast array of events to automate.

Updated 13/05/2020 Cut your administration time down to size by automating quotation generation. Sometimes the difference between winning a job and.

08/04/2020 Why waste countless working days writing reports, letters and documentation when SwiftCase can do it for you in a matter of seconds? Our.

Updated 04/03/2020 Word, Excel and Outlook are out of date when it comes to preparing quotes. Why waste vital time with manual operations when you.

Updated 12/02/2020 Here are some of the apps our team members are loving at the moment: PHIL’S PICK – Famly First up is this piece of software that’s.

Updated 05/02/2020 Welcome back to our favourite apps. This article ties together the last of Adam, Craig, Alkis and Phil’s best picks. ALKIS’ PICK –.

Updated 22/01/2020 Staying organised is essential to efficiency and productivity. Prioritising your workload by importance and urgency is one of the.

Updated 15/01/2020 Prioritising your business tasks is an essential part of avoiding missed deadlines increasing productivity overall. What are some.

Learn how configurable workflows help businesses automate repetitive processes, reduce errors, and scale operations without adding headcount.

SwiftCase 2.5 is just around the corner, and we wanted to quickly share the new way you’ll be building forms using the Workflow Builder in the latest.

With the release of SwiftCase 2.5 right around the corner, we thought we’d give you a sneak peek at some of the exciting new updates coming in the.

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Stress is a killer. It can negatively impact your career, your personal life and even your health. So, how can automating aspects of our day-to-day.

At SwiftCase we strive for a diverse and gender balanced workforce. Our team caught up with two of our most senior developers, Lucy Arch and Sam.

You may have seen across our various social media platforms that we’ve been dedicating a large proportion of our summer to changing up the sign-up.

Efficiency is something that every organisation strives for, big or small, local or multinational, well-established or start-up. However, it can be.

After the success of our First Aider course a couple of months ago, we thought we might also add being registered Fire Marshal’s to our repertoire.

Salesforce automation, often abbreviated as SFA, and sometimes confused with the CRM software Salesforce, is the process of automating the entire.

After our first office in Heswall, and our first expansion to larger premises in Hoylake, we’ve recently expanded and opened up an additional office.

Earlier this week, you might have noticed that we were M. I. A. across social media and for good reason! We took Wednesday off from creating.

To view all previous versions of a task workflow click Admin on the left-hand menu and select Workflow then Tasks from the drop down menus. You’ll be.

Over past few months we’ve been working hard behind the scenes to create our latest feature, the Workflow Builder. The tool enables you to both.

When specifying the action of each status there are a number of options which can be selected. The following article explains how to configure each.

When creating a new question within the Workflow Builder there are number of different questions types which determine the answer that can be.

We’ve recently introduced the capability for you to create your own workflows using our latest feature: the workflow builder. Accessing The Workflow.

If you’d like to make any alterations to a pre-existing workflow, click on Admin on the left-hand menu and select Workflows then tasks:

When creating a status within the Task Workflow Builder there are a number of Automated Events which can occur once the task reaches a specific status. Send Email

Bulk email is email that is sent to a large of number people. It is usually a marketing email sent to prospective clients that advertises a company’s.

“Cash flow problems mean a business spends more than it earns”[1]. In 2016 SmallBusiness.co.uk reported that 54% of Small and medium sized.

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Operating with high overheads is one of the major impediments to growth facing small and medium-sized businesses. Regardless of productivity or.

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Pinpointing the exact steps your business needs to take to stay competitive can seem overwhelming. The last thing you want to do is put finite time.

Crowdsourcing is an organisational model in which a single person or business obtains access to goods and services, including ideas and money, from a.

For a small or medium-sized business, gaining a large client that consistently makes orders and pays on time would seem like an obvious blessing.

One method of achieving business growth is expanding your geographic reach. If your immediate market is saturated and new clients are thin on the.

The Learning Process Over the course of the past three months, I have continued to study the basics of programming, developing skills essential to.

Drawing up a workflow to map out and organise your business processes may seem straightforward, but underestimating the level of accuracy and detail.

At the start of 2017 small and medium-sized enterprises (SMEs) account for 99.9% of all UK businesses, contribute 51% of all private sector turnover.

Whereas standard business process management concentrates on automating and improving pre-existing work activities, goal-oriented BPM takes a wider.

The success of any business hinges on making the right decisions at the right time. Judgements on products and services, working methods, hiring and.

Organisations often find themselves using disparate and contradictory methods to remind employees of upcoming obligations. While paper notes, diaries.

The term “Intelligent BPM” raises an obvious question; what makes it “intelligent” in contrast to traditional BPM? The terminology may seem vague.

Growing your business is one thing, but maintaining that growth over time is another matter. Identifying what led to your success in the first place.

Amazon’s new grocery store, Amazon Go, recently to the public in Seattle, the United States after five years in development and 14 months of testing.

Most modern organisations have set processes in place to approve actions in areas such as project management, expenses, annual leave, pricing, and.

Manually checking through a system for problems, or information such as which tasks are closest to a deadline can be time-consuming and prone to.

Businesses often depend on information provided by a third-party to enhance or authenticate their products and reports. The other party usually being.

The possibility of human error presents challenges varying in scope and severity across every sector of industry. Mistakes made by employees might.

The framework used to gather new leads and customers is variously described as the sales “funnel”, “pipeline” or “process”. Drawing from concepts.

Aims for the year ahead I plan to develop a range of abilities that are relevant to the modern IT industry. Starting out with a basic grounding in.

According to the Office for National Statistics, online retail sales increased by 14% between 2016 and 2017, with an average weekly spend of £1.2.

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In recent years, technology previously only available to major companies with large budgets has become available to small and medium sized.

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In November, Amazon announced the Alexa For Business, which brings the increasingly popular intelligent personal assistant device from your living.

The term “Internet of Things” (or IoT for short), is a phrase coined by technology expert and entrepreneur Kevin Ashton in 1999, although variations.

SOLID is an acronym for five object-oriented design principles. S – Single responsibility principle O – Open-closed principle L – Liskov substitution.

In a BBC news feature from 2012, the author pointed out that despite existing for 40 years as a concept, the widespread reality of an entirely.

With the release of SwiftCase 2.0, the team have taken the opportunity to optimise the system in various ways. As we added new features in this.

Website speed is a crucial part of website design that is often surprisingly neglected. According to, theedesign.com the majority of users expect web.

In 2015, the company Transport Systems Catapult (TSC), in collaboration with the University of Oxford, tested their Lutz Pathfinder car on the roads.

Adopting a new software solution can bring significant boosts in productivity and efficiency to your business, especially when you are looking to.

Often in your business workflow, you’ll notice that one stage or process causes holdups that slow down the entire chain. This phenomenon is known as.

With the rise in recent years of hacking attacks and malicious malware affecting organisations of all sizes, it is more important than ever to back.

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Rooted in one place? While you may do business in multiple locations, with a mobile workforce covering a large geographic area, often the act of.

Invoices, statements, reports, quotes and receipts, your business needs to communicate specific and accurate information with clients and staff and.

Business process management (BPM) is a method of breaking down the day-to-day tasks of an organisation into distinct stages that make up a workflow.

As a business grows, it may run into unexpected obstacles that slow productivity and further growth. These false-starts can be draining and.

Every company has business processes they follow to achieve their goals. But are the processes you are working with really the most beneficial and.

In today’s hyper-connected marketplace, customer service has never been more critical. Social media and review-submission sites mean that you are.

Automating your workflow with a software solution can increase productivity, save you time and stress, and help your business to grow. But one.

Automated workflow software makes it possible to create and realise business models that would have not necessarily been profitable in the past. By.

This quarter, we are releasing one of our biggest new features, our resource manager, that manages the booking of employee time and other resources.

An exciting new ‘Email to Task’ feature has recently been added to SwiftCase that has proven to increase productivity and improve customer.

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Businesses are familiar with accounting stats: profit and loss, turnover, sales, etc. but few measure & track the day-to-day activity.

Getting your business’ workflow right can make all the difference in terms of productivity and profitability. Are you making the best use of your resources?