In this short video you will see how easily workQ can create an approvals process for a purchase order that is triggered from on external online accounting system.
The whole process can also be performed using only email.
A complex Statement of Advice document sent out to clients used to take 1 day to produce. With workQ it's automated and now takes 1 minute. Find out how workQ can save your business time and money.
More InformationIn brief, workQ can pull information from different sources, integrate it with your business processes, allocating tasks to the most efficient resources and automatically produce documents which can then be presented in multiple formats.
It works in the background as a service that is integrated with your software. Efficiently directing traffic and organising work flow to ensure your business runs smoothly and efficiently.
Extract information from multiple sources both online and on your servers. Start automated business actions based on events in external systems and from information captured in forms and emails from your users and customers.
Integrate information with familiar Microsoft Office documents and trigger actions that are intuitively assigned to users who can respond using their preferred device. Workload is automatically balanced and reminders sent to ensure efficient operation.
Control how your information is presented and how you want to view it. Design business reports and dashboards in Excel and view them in your browser. You design documents in Word that are filled in with your data and workQ enables viewing on web devices.
“ I had a library of Excel and Word documents which I used for client reports. In delivering these to my clients I found it was inefficient and costing me valuable time and money. I needed to utilise my Microsoft Office based documents, tools etc and automate the delivery of my reports to my clients via a seamless web based process…. Within a pretty short timeframe I now have arguably Australia’s most detailed, automated document delivery system. The best thing is that I still control my Word and Excel documents as normal and Mokom run it all from their platform. My clients are happy, I am happy and it really was Mokom’s "Bread and Butter"! „
- Aaron Greaves, CEO, planyourwealth.com.au
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