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- AMI Workflow Tools

WorkBase™

WorkBase Manager™

DynaControls™ and DynaForms™

Record Activator™

Email Collator Assembler™

WordAgent / Word Document Collator™

FeederAgent™

Project Methodology

Storage Management

Check Scanning

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Designing workflow is an art as well as a science. The art shows up in the intelligent and user-sensitive workflow designs, along with the development and creative use of highly configurable products. To meet the workflow and Business Process Management needs of our clients, AMI uses Stellent core software and draws upon a suite of workflow integration tools developed by AMI.

Development of the AMI Workflow Suite began several years ago when AMI started to focus on Business Process Management. Some customers needed simple ad hoc routing while others needed complex system-to-system automated processing. AMI quickly determined that it made sense to develop configurable products that could easily handle very complex situations. The products have been continually enhanced to make them more usable and more powerful. Here are key elements of the AMI Workflow Suite:
 

WorkBase
WorkBase is a robust and high-powered workflow form. Users interact with this form to conduct their work and gain improved processing time by using the following features. WorkBase offers:

· Task Trees, which present a multi-level structure to handle not
  only simple, but also extremely complex business processes

- a mechanism to drive where the package goes next based on
  decisions made by the user

- a powerful training and cross training tool

· Information about where the package came from, why it was
  received, and how the user should handle it

· Dynamically-set form characteristics, including Task Trees,
  routing choices, logging behavior, and others
 

WorkBase Manager
WorkBase Manager is used to configure WorkBase with no programming experience required. WorkBase Manger dictates how WorkBase is displayed by using:

· Reusable profiles so the same settings can be used by more than
  one queue

· Copy and Paste of profiles to reuse configurations

· Detailed audit tracking configurations about the activity of a
  package on a per queue level

· Easily set “next” queues to which a user can route – can be
  across any subflow or process

· A variety of task automations to create customized Task Trees for
  each step of the workflow process
 

DynaControls  and DynaForms
DynaControls and DynaForms (DFC) are used to program and maintain code in one location rather than in separate forms. The advantages of using DFC:

· Allows AMI’s workflow clients to code their own custom forms to
  be called by WorkBase

· Centralizes “reusable” code into one location

· Provides “virtual” and “customizable” forms for each department
  to use
 

Record Activator
Record Activator provides for sophisticated and automated handling of the relationship between the storage system and workflow. Record Activator can create and update workflow packages via various inputs:

· Images and universal documents

· The content of mainframe or text file records in any local or
  network directory

· A record within any number of ODBC databases

Uses of Record Activator:
· Reusable processing steps to maintain the workflow system

· Qualifies the values of the input source to determine what
  processing steps (actions) it should complete
 

Email Collator Assembler
Email is a powerful tool that can be used within workflow processes. With Email Collator Assembler (ECA):

· It is not necessary to have email on the user’s desktop

· A local or network directory can be monitored for input text files to
  dynamically create the requested email with any dynamic
  information provided with the text file

· SMTP-based requests can be submitted to an existing email
  server, including Lotus Notes
 

WordAgent / Word Document Collator
WordAgent provides an automated mechanism for running the Word Document Collator (WDC) engine. WDC is a sophisticated document creation program. These two programs work together to:

· Dynamically populate a single Word template or many different
  Word templates to form a single Word document

· Optionally display, print, and/or store documents
 

FeederAgent
FeederAgent provides an automated mechanism to request other systems to perform actions based on a business calendar timeline. FeederAgent provides requests to:

· feed Record Activator to assist in maintaining the workflow
  system

· Send emails through Email Collator Assembler to notify recipients
  of arriving work or status of the work within the process
 

Project Methodology
Project provides a mechanism for separating workflow process configurations so additions and updates can be made in one workflow without affecting the configurations in other workflows. Project integrates with the AMI Worklfow Tools:

· For configuring, saving, and loading data within the workflow
  tools

· To handle multiple departments with workflow processes in various
  stages of test, development, and production environments
 
 
Contact AMI for assistance with your Workflow and Business Process Management needs.

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