Board allows organizations to streamline their entire workflow in one go, automating processes from start to finish. It aims to eliminate manual intervention, oversee timelines, and arrive at data-driven decisions. With Qntrl as your automation software, there is always room for continuous improvement of your business processes.
Boards in Qntrl allows you to construct forms for recording user responses, create and validate blueprints for automating processes, and regulate access to each board with user privileges. Additionally, it offers the ability to monitor user activities within the organization, generate reports to track business growth, and prompt users to input necessary data in forms.
Business Cases
Boards helps different teams in your organization to automate their workflows. Here are a few business scenarios for you.
Marketing
Simplify the process of capturing leads through forms, process marketing campaigns from plan to execution by creating flexible workflows (blueprints), review and approve of campaigns and marketing releases, and finalize designs before deadlines.
HR
Increase efficiency of the HR department by designing detailed workflows (blueprints) to screen applicants, interview candidates, and keep track of the onboarding process for new hires. Create forms to perform appraisals periodically, and ensure you update leave records on time. Keep your employees informed of any updates to HR policies and regulations dynamically.
Manufacturing
Move offline process online. Process client requirements through forms, automate routine tasks and activities using flexible workflows, and respond faster to client requirements, product approvals, and maintenance issues based on the priorities set. Assign tasks to the right team, manage multiple operations at a time, and keep both clients and internal teams informed.
Finance
Automate the process of recording and organizing financial records like purchases, payments, and sales in the organization. Assign ownership and defined responsibilities to ensure accountability for each financial activity to avoid errors. Get approval to file taxes by setting priorities and deadlines.
Administration
Simplify repeated admin activities by creating records, managing meetings, and assigning tasks to the right team. Keep employees accountable and notify them using email templates once the deadline is met. Respond faster to queries, grievances, and vendors using forms and keeping track of all activities with detailed workflows. Sync activities at the organization level, and keep employees informed of any changes to policies and regulations.
Further Reading