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Software Evaluation Features and Functions

Before you can begin comparing enterprise software solutions, it's important to understand the features and functions that you need to run your business.Below, you'll find links to comprehensive models of features and functions for several types of enterprise software, accounting, asset management, business intelligence (BI), content management systems (CMS), enterprise resource planning (ERP), human capital management (HCM), product lifecycle management (PLM), product portfolio management (PPM), relationship management, and supply chain management (SCM). These feature/function models can help you better understand vendor offerings as you compare software solutions, including

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Workflow Design Features and Functions



  • Non-technical authors can create workflows

  • Workflows can be designed using a graphical tool

  • Draw or drag-and-drop workflow steps in a graphical workspace

  • Split and re-link or join workflow steps

  • Import workflow step designs from external products

  • Workflow does not require additional engine/plug-ins

  • Third party or external workflow engines can be integrated

  • Workflow software does not require purchase of additional licenses

  • System calendar distinguishes work days, holidays, and start and end times for the workflow engine

  • Restrict workflows to specific content object types

  • Allow access to user profile and location values for selection, filter, and update

  • Workflow steps accessible the related content object

  • Workflows are triggered by discovery of a content object type instance

  • Mandatory or optional status can be assigned to a workflow or workflow step

  • Workflow instances are rerouted manually

  • Designers configure modifications to various roles/individuals based on workflow status

  • All supported content object types can be attached to a workflow

  • Title and number is assigned to a workflow and workflow instance

  • Target date and times are assigned to a workflow

  • Scheduled dates and times are assigned a workflow instance and individual workflow steps

  • A variety of user roles within a workflow can be established

  • Assign workflow based on the type of content object

  • Assign workflow to roles

  • Assign workflow to users

  • Trigger the designer in assuring the assigned user or role has sufficient rights to execute the workflow action

  • Workflow processes support sequential actions

  • Workflow processes support parallel actions for author/review processes

  • Workflow processes support parallel actions for approval/publish processes

  • Workflow processes support parallel actions for archive processes

  • Handle routine workforce processes with flexible workflow templates

  • Configure workflows and forms to fit business processes

  • Organizational hierarchy (by company, unit, department, etc.)

  • Automatic creation of to-do list

Workflow Management Features and Functions
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