Key Features

Automated Workflow

Project & Task Dashboard

Tailored End User Screens / GUI

Granular Reporting

Automated Email, SMS and
Letters

Full Audit Trail
(Emails, Documents, SMS)

Bespoke Configuration of
Workflow

Document Archiving

Simple User Configuration

Alerts and Notifications

Ongoing Updates & Free of
Charge Training

Automated Workflow Software specially For SMEs

TotalWorkFlow is workflow and case management software that has successfully increased productivity and efficiency levels for many companies in the UK throughout a variety of industries.

Our workflow software breaks down large complex processes into simple tasks. Tasks are then automatically distributed to the right people at the right time, whilst providing a clear, complete and strategic view of what is happening in the business in real time.

TotalWorkFlow makes the complex simple by automatically move tasks though departments and teams based on your predetermined processes and priorities.

Click to Enlarge

Project & Task Dashboard

The TotalWorkFlow Project & Task Dashboard provides real-time status of all tasks in progress, completed or overdue. The dashboard has been specifically designed to be highly intuitive, making it simple and easy for anyone to use. The dashboard displays clear accurate information, so that managers can make quick, data-driven decisions in real time.

View all Projects and Tasks in a simple and complete view.
Allows management to view all allocated tasks and projects for each member of staff.
View all due, overdue and upcoming tasks.
Quickly sort tasks and projects by status, user, team and much more.

Click to Enlarge

Tailored End User Screens / GUI

Simply show your staff the relevant information they need, when they need it, rather than overwhelming options and views.

Design the screens exactly as you need and want.
Create specific screens for each of your workflows, users, products and services.
Remove unnecessary fields and information.
Only show users what they need to see for their role/task.
Reduce data collection errors.

Click to Enlarge

Granular Reporting

TotalWorkFlow provides a complete overview of work in progress, historical activities and user performance.

A powerful customisable granular reporting tool, TotalWorkFlow provides clear complete and relevant daily, weekly or monthly management information as and when required.

Click to Enlarge

Automated Email, SMS and Letters

Automate repetitive tasks using 'behind the scenes' workflow removing the need for any human intervention.

TotalWorkFlow eliminates errors and reduces time spent manually producing emails and letters, by automating the process within the workflow software system.

Standard documentation sent automatically without manual intervention.
Email replies linked automatically to each case.
New letters/documents added to the system easily.
Quick send function allowing users to quickly create and send emails, SMS and letters.

Click to Enlarge

Full Audit Trail (Emails, Documents, SMS)

View a complete history of all process interactions and activities on each project.

TotalWorkFlow keeps a complete audit trail of your entire processes. The audit trail enables you to identify all actions made from each member of staff involved in specific projects, with all alterations made to tasks, projects, project assets and contacts recorded.

Allows you to record and view every action that has taken place within each project.
Enables you to improve legislative compliance and provide full audit trail.
Easily view project history from start to finish.

Click to Enlarge

Bespoke Configuration of Workflow

The beauty of TotalWorkFlow is it not a 'off-the-shelf' product. The system is tailored to the exact requirements of your company, allowing the workflow software to be fully integrated, helping your business meet key business objectives. TotalWorkFlow has simple user configuration without needing a degree in astrophysics!

Create tailored workflows based on your exact requirements.
Change your workflow as and when you need to.

Click to Enlarge

Alerts and Notifications

TotalWorkFlow alerts and notification application allows managers to be notified when tasks within a project or case are overdue, successful or unsuccessful.

Alert team managers, project owners and users when tasks are due and overdue.
Notify team managers and project owners when specific tasks are completed.
Notify users by email and SMS.
All alerts and notifications recorded in audit trail.

Click to Enlarge

Document Archiving

TotalWorkFlow provides one location for all relevant customer documentation securely stored with all the project history and activities.

The document archiving application will show immediate improvements in areas of customer service, back-end business processes, and record management by providing quick and complete access to relevant documents.

Invoices, claims, and forms are scanned into TotalWorkFlow and attached to the appropriate project.

Credit Card Processing

Take credit and debit card payments live through TotalWorkFlow.

Dialler and Phone System Integration

TotalWorkFlow integrates with most phone systems and leading predictive dialler products.

Advanced Agent Scripting

Guide agents through calls easily with automatic calculations, logical branching script flows and more.

Ongoing Updates & Free of Charge Training

With TotalWorkFlow you receive continuous software upgrades and free of charge end user training. This ensures you have the right skills and the right software to help run your your business efficiently.