top xRM

Workflow Management with top xRM

The workflow management system for your existing SAP landscape

Business processes are the focus of all companies. After all, economic success largely depends on ensuring that processes take place as efficiently and effectively as possible. Digitisation can make a significant contribution to this, which often means that workflows have to be digitised using workflow software or a workflow management system.

Workflows describe on an operational level what the processes specify strategically. For example, you define how an incoming order should be handled: Who will take them? Who checks the process from a technical or commercial point of view – at what time? Who releases them – and up to what amount? In many companies, however, there are no binding requirements for this through a workflow management system, but at best accepted routines. This not only affects efficiency, but often also effectiveness – for example, if you forget to pay a receivable. Then it’s high time for a workflow software.

Establish, manage, control workflows – on the existing SAP basis

top xRM provides a workflow management solution with which, on the basis of documents and objects that arise along a business process, you can establish workflows – also ad hoc. You do not have to give up the existing SAP landscape, but can easily install top xRM or the workflow management system from top flow as an add-on for your existing SAP solution. The well-known MS Teams software can also be easily integrated into top xRM. Last but not least, it contains, among other things, predefined records and a user-friendly environment that greatly facilitates collaboration.

In addition, it is possible to execute or initiate individual work processes. For example, a received order can be handed over to the specialist department for examination. Automatisms can also be implemented: If the employee from the department sets a release hook, the order confirmation will be sent automatically. Finally, workflow management allows you to check the status. The workflow management system can, therefore, track at any time whether the process is still open or not.
In order to always keep an eye on a workflow, the process cockpit is extremely helpful, as it clearly displays the status of the work processes.

An overview of the workflow management functions of top xRM

  • Modelling, control and monitoring of workflows including approval and approval routines based on SAP Workflow Management
  • Ad-hoc workflows that refer to any node of an electronic record
  • Graphical representation of workflows including traffic light function for marking the status
  • processing of workflows via mobile devices – online and offline

Further topics:

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top xRM

Document management

MS Teams in top xRM

Record types