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DESIGN YOUR FORM IN EXCEL
Innowera Delivers Easy Workflow Technology That Works Right From Server-Based Excel And Integrates Directly With SAP
Whether you want to request a single customer creation, extend tens of materials to hundreds of plants, or to post 5000-line journal entry document, you design your form directly in Excel. No more waiting for technical resources to create the form you want, you can develop your own form templates with basic Excel knowledge. You can even use your existing Excel file layout to start the workflow.
• Directly integrate with Microsoft Excel – minimal user training, faster adoption.
• No development required in SAP or in Excel.
• Use Easy Workflow for Material Master, Journal Entries, Customer or Vendor Creation, HR records, or anything else.
• Use all the powerful capabilities of Process Runner and integrate easily with SAP or any other enterprise systems like Salesforce, JIRA,or any existing Legacy systems.
• Ability to process single or multiple documents as one workitem.
• Manage workow denitions, users, groups, reports, status, etc. directly from Excel.
• Quick implementation. Uses Microsoft SQL server as backend and Excel as frontend. Does not require SharePoint or any other system.
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Innowera Easy WorkflowWorkflow From Server-Based Excel
MANAGE WORKFLOW DIRECTLY FROM EXCEL AND APPROVE/REJECT VIA EMAIL
WORKFLOW INBOX IN EXCEL
Use an available workow library (or create your own with the built-in intuitive workow designer). You can even start a workow on an existing Excel le that you have on a local or network drive. Approve or reject workows directly from email with any smart device or computer.
Get automatic email notications when the workow starts and progresses to the next step. You can easily access the work-flow “inbox” right from Excel. The “inbox” is optimized for large volume and allows users to easily sort, filter, group, and, to be able to prioritize their work.
• “Start Workow” right from your inbox, email, or web portal.
• Upload, download, or manage template right from Excel.
• View work item status, change priority, and reassign step to another user directly from ‘Actions’.
• Review all pending workow statuses from an ‘Admin View’.
• Export workow overview to PDF, Excel, or any extension you want.
• Easily set out of office or navigate to the cockpit from ‘Tools’.
• ‘Custom Field’ can provide you with specic information about the work-flow from your inbox.
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REPORTS RIGHT AT YOUR FINGERTIPS
COCKPIT - DESIGN AND MANAGE EASY WORKFLOW
Easily assign rights to groups and Windows AD users by simply checking the boxes that congure what they can do and what they can’t. Workow creation cannot be any easier.
Review reports, SLA, or Gantt charts for any workow with a single click from Excel. Our Easy Workow product seamlessly integrates with the server and makes Excel-based reporting simple, accurate, and fast for users. It allows users to identify the root cause of the problem, and in return, increases productivity with more accuracy.
• Get quick overview of completed, overdue and rejected items with one click. Report can be opened in Excel or in drill down format in powerful report viewer.
• Export and email reports to file formats such as PDF, Excel, Text file, Image, etc.
• Capability to view Gantt chart, which provides you with a start and finish date summary of the workflow.
• Filter your report on various parameters such as dates, days, workflow names, etc.
• Execute SLA reports to see the performance. Refine and save SLA settings to meet your needs.
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• Easily create workow denitions with all the steps and SAP actions you want to provide to the user.
• Assign a workow step to ‘User’ or Group’.
• Assign rights to users or Windows AD users by simply checking the boxes.
• Set up and manage email templates and email notications as suitable to your organization.
• Complex scenario? Add conditions before and after workow steps with ‘Pre-Post Process’ feature.
• Don’t worry if approval is needed from three managers required. Use ‘Parallel Step’ feature to start all three steps at once.
• Set ‘Auto-Reminder’ to directly remind users about pending workitems.
TABLE-DRIVEN WORKFLOW ROUTING
No need to change the code anywhere. Dynamic organizations need an easy but dynamic workflow solution.
• Easily maintain values in ‘Custom Table and Fields’.
• Table-driven router and user/group determination allows dynamic workflows that seamlessly adapt changes.
• For example, you can have a table for plant and user groups and based on the values in this table, the workflow will be routed. Change or add a value to this plant/user group assignment table and your workow will dynamically change.
• Easy Workflow uses the table to determine workflow routes and steps based on user input during workitem maintenance.
• If someone left the organization, just change the user name in custom table. No need to change the entire workflow definition.
AUTO RUN
AUTO RE-ASSIGNMENT
DYNAMIC OUT OF OFFICE
DYNAMIC OUT OF OFFICE
EMAIL TEMPLATES AND NOTIFICATIONS
The Auto Run test allows workows to automatically execute load or validation steps in SAP or perform any other task in a non-SAP system without user intervention. For example, once data is prepared, the Auto Run step can validate correctness of data in SAP before a manager approves it.
Have a deadline to meet? A month-end process that must be nished on time? Auto Re-Assignment can notify a backup user if the primary user is unavailable. Let Easy Workflow keep the time and if a user is busy doing something else, it will nd the backup and notify the user to work on priority items so the deadlines are met.
Dynamically maintain out of ofce status from Excel so any workow item can be automatically reassigned to a substitute user.
Need to start multiple steps simultaneously? Use ParallelSteps which can start multiple steps all at once.
Customize all the email notifications that would be sent during the workow process.
Innowera, a Magnitude company, is a leading global software provider that empowers business users with agile data management productivity tools that make SAP easier at all levels of business. Innowera’s automation technologies deliver time efficiencies and lower total costs.
© 2019 Innowera LLC, a subsidiary of Magnitude Software, Inc. All rights reserved. Magnitude Software is a registered trademark of Magnitude Software, Inc. in the U.S. and other countries. Innowera is a trademark of Innowera LLC. SAP and ABAP are trademarks of SAP AG. Microsoft Office and Microsoft Excel are trademarks of Microsoft Corporation. All other product and company names mentioned herein are used for identification purposes only and may be trademarks/registered trademarks of their respective owners. DS-INW-IEWF-1019.
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To learn more, contact: 1-877-SAP-4-ALL | [email protected] | innowera.com
