WORKFLOWS THAT STREAMLINE PROCESS 

Workflows make it quick and easy to orchestrate and automate your most complex business processes.

STOP MANAGING YOUR BUSINESS VIA EMAIL

Move business processes out of email and keep teams aligned with automated workflows that can be easily reassigned as teams grow and people (gasp) take time off.

Bring on the Complexity

Real business processes are complicated. With Profisee, if you can diagram it, you can automate it. 

Reusable workflow templates

Nobody likes doing the same thing over and over. With Workflow Templates, you can define a process once, and configure across any data domain.

Drag and drop with zero code

Drag-and-drop workflow authoring allows you to implement complex business processes without complex development. 

Workflow FAQs

Profisee Workflow provides benefits in at least three key ways: process automation, orchestration of complex, cross-functional stewardship processes and better work organization.

Workflow makes simple business processes easy to model via drag-and-drop workflow authoring. Workflow tasks provide business data stewards with fit-for-purpose forms, making stewardship approachable with minimal training required. Automated notifications alert business stewards when new work has been assigned to them to be completed.

You can automate a number of tasks with Profisee Workflow, including matching, address verification, business rules, task generation, notifications and more complex business processes. Complex user actions can also be configured and automated using workflows. For example, a data steward’s edits to an address field may be updated automatically while an edit to a credit score is automatically flagged for managerial review.

Profisee supports both sequential and parallel stewardship tasks, giving organizations the flexibility to orchestrate managerial reviews or automate core MDM functions such as matching, address verification or data quality rules.

Yes, notifications are automatically sent to users who are assigned a workflow task. Notifications can be further configured for each individual task assignment in the Workflow administration tab.

With Profisee’s streamlined workflows, now you can…

EXPLORE THE PROFISEE PLATFORM

Integration

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Data Stewardship

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Data Governance

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Relationship Management

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Matching & Survivorship

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Data Quality

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Workflow

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