Workflow Manager

Workflow Manager

Every work item in the right queue, with the right person, at the right time.

When work arrives faster than it can be sorted, queues become spreadsheets and priorities become opinions. Our workflow manager takes in work items from any source, prioritizes them by your rules, routes them by skill and capacity, tracks pends and escalations, and shows you the inventory and the timelines in one place.

Organized papers connected through a shared workflow.

What it does

  • Intake from email, portals, files and systems
  • Prioritization by rules — SLA, value, age, customer
  • Skill-based routing and workload balancing
  • Pends, holds, escalations and timelines tracked
  • Real-time inventory and aging views
  • Productivity and quality reporting per queue and person
How it works

A clear path from request to result.

  1. IntakeEvery item, every source
  2. PrioritizeYour rules, applied every time
  3. RouteRight skill, right load
  4. WorkPends and escalations visible
  5. ReportInventory, aging, productivity

Workflow illustration, not a live demonstration. Features and integrations require confirmation for your environment.

Would this help with your work?

A conversation, not a sales pitch

Tell us about the work it would do for you.

You don’t need to arrive with a brief or a service in mind. Tell us about your work, and what you would like to be different.

We’ll be honest about whether we can help.

Online inquiries are temporarily unavailable. Please email our sales team using the link below.

Prefer email? sales@cokindleconsulting.com

Application privacy

Your application and privacy.

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