What can Perspective’s Workflow module be used for? That is a very common question with a potentially very complex answer. But, to keep it simple, I’m going to break my response into two areas. The first being what Workflow is used for by 90% of our clients, and the second being some of the ‘out-of-the-box’ initiatives Workflow has been set up to accomplish.
First, you need to understand what Workflow actually does. Workflow has two simple tasks to complete:
- Find me when data exists, or when a situation within my data exists, without having to go into Perspective and look for it myself; and
- When that data or situation is found, do something with it.
So, what do I mean by ‘when data exists’ or ‘when a situation within my data exists’? Let me explain. When I’m consulting with my Workflow clients, I get them to start thinking about three things they’d like to see Workflow do for them. Those three things are:
