Advanced-Edition-compatible Template

Lending Management Process

Records and manages lending / returning of company-owned goods to employees. When a loan applicant registers an article in the process of [1. Lending request registration], the administrator approves/records it, and the applicant is notified by email of the rental of the goods. The return schedule is managed in year and month, and the end of the loan is automatically notified by email in the scheduled return month.

Event Participation Acceptance flow

Accepts and responds to event participation applications. Starts automatically when there is an input in a published web form. After confirming the application details at the Step of [1. Confirmation/Acceptance Completion Email], the acceptance completion email will be sent automatically. Subsequent exchanges are input at the Step of [2. Record of Exchanges], but if specific processing is required, define an independent Step.

Work Request Flow

Records and manages work requests and completion reports. The requester appoints the request destination and inputs the work contents and desired completion date at the Step of [1. Input Request]. Employees who have been appointed carry out the requested work and report the completion at the Step of [2. Work on Request]. There are advantages such as status of work can be known, records are preserved, performance can be appraised, requests are visualized.

Agreement Conclusion Flow

Manages processes beginning from registration of draft contract to signature and mailing. Once a draft contract is registered, being approved by the supervisor and legal affairs before proceeding to the Step of [4. Get the consent]. Upon obtaining the consent, after confirming by the supervisor, it proceeds to the Step of [6. Signature and Post] where the contract is mailed. Depending on the situation, such as a boiler-plate contract, it is possible to skip the approval of supervisors and legal affairs.

Inquiry Response Flow

Accepts and answers customer inquiries. An answer template is automatically prepared when an inquiry is received via Web form or email. At the Step of [1. Acceptance / Answer], the support person creates answer sentences and replies, or if necessary, chooses to ask an advice or translation request. If the final answer cannot be made at the Step of [2. Create Answer], the process will go to [3. Answer Completion] after sending the primary answer.

Subcontracting Flow

A flow for concluding a contract with a subcontractor. After entrustment information is registered at the Step of [1. Register Range of Commissioning and Target Outsourcer], the Process is split into drafting a contract in the General Affairs Department and confirmation of past transaction records in the Accounting Department. If necessary, credit setting and security investigation are performed, and the Step of [4. Approval] is operated by the officer in charge.

Product Demo Flow

Accepts product demo requests and carry out the demo. Started by the acceptance of an application via the web form or an email and person in charge will be assigned at the [1. Assignment of Representative] Step. When the representative decides the demo date schedule, it is automatically registered in Google Calendar. After performing the product demo, the person in charge will make a report at the Step of [3. Demo Implementation report], and the supervisor confirms it at the Step of [4. Status Confirmation]

SLA Credits Issuance Flow

Accepts reduction claims based on SLA (Service Level Agreement) from customers and issues service credits. When there is an application via the Web form, the Workflow is Started, and the Service Operation manager confirms the results at the Step of [2. Downtime Confirmation]. If it does not meet the SLA, a service credit will be issued and automatically sends the response by email.

Blog Write-Post Flow

A draft of a blog post is registered, proofread and posted. Upon a draft being registered at the Step of [1. Write Draft], it notifies to relevant people by email. When a publishing staff proofs the draft and posts (schedules) it on the Website, an email notification will be sent to the entire company. The publishing staff can request rewriting or correction (by sending back) or reject (discard) the draft.

Personnel Evaluation Process

Conducts performance appraisal and record as numerical values. Starts automatically at the end of every month, and the person enters self-assessment for each item at the Step of [1. Enter self-evaluation]. The entered numerical value is automatically displayed immediately as a comprehensive evaluation weighted for each evaluation axis. After the boss/executor enters the evaluation, review the feedback.

Daily Report Flow

Automatically starts up every morning for reporting daily business. After the Step of [1. Enter report] is handled, the superior confirms the content at the Step of [2. Daily report confirmation]. If there is a comment, it will be sent to the reporter by email, and if the report needs correction of the contents etc., it will be returned to the Step of [1x. Rework]. If the first Step is not handled by the deadline time, it will be automatically terminated as “Unreported”.

Purchase Request flow

Manages from purchase request to ordering/reception, payment. When a purchase is approved at the [2. Judgement] step, it proceeds to the ordering processing. If it requires a transfer process after placing an order, it proceeds to the Step of [5. Bank Transfer] in parallel with the Step of [4. Delivery Confirmation]. It manages status such as “Order processing” and “Delivery waiting”, so you can confirm the progress.

Customer Master Data Sync Process

Synchronizes “Customer Master” managed in Google Spreadsheet, automatically. Automatically Starts 1:00 every night, connects to Google spreadsheet API, and acquires “Customer list”. The acquired customer list is reformatted and updated as “Customer Master (Options XML)” on the Workflow platform. It also corresponds to a manually starting by a person or checking on a list.