Redwood Documentation

Product Documentation

 

›Introduction

Introduction

  • Introducing the Insight Suite

Financial Processes

  • Insight
  • Identifying Different Tasks
  • Using the User Message Definition Type
  • Setting-up FPA for Business and IT Users
  • Setting-up Report Approval

Process Monitors

  • Creating Process Monitors for Business Users
  • Creating Process Monitors

Publish Definition Type

  • Using the Publishing Definition Type
Insight →

on-site-related topic Introducing the Insight Suite

The insight suite covers technology that enables you to automate processes and provide both business and IT overviews of the different processes and stages. Include manual tasks in your process automation, automatically ensure that no unnecessary delays occur, and provide business users an overview of current processes in real-time. React on delays of manual tasks automatically by escalating/delegating the task, avoiding further unnecessary delays when staff is absent.

Insight suite allows tight integration with Report2Web, the leading content management platform, with Redwood Server, the leading process automation solution. Harness their combined power to provide both IT and business staff with accurate, real-time, status information, integrate purchase order and invoice approval into the work flow.

Components

  • Process Monitors - provide business users with real-time status information
  • User Messages - stream-line, monitor and react on manual tasks
  • Insight module - Business automation module which makes use of process monitors, user messages and optionally Report2Web
  • Report2Web integration - feed all your documents into Report2Web for business users
    • Document Approval - integrate purchase order and invoice approval
    • Document processing - transform raw data into Word, XLS, and PDF (among other formats)
    • Burst documents by content - split that 1000 page report into multiple customer-specific, region-specific, and account-manager specific reports, all in one run.
    • Automate printing/emailing - transformed documents can be further processed
    • Powerful document search capabilities

onsiteTopic

Insight →
Docs
Getting StartedInstallationFinance InstallationConcepts
TroubleshootingArchiving
Learn and Connect
Support Portal
BlogEventsResources
ISO/ IEC 27001 Information Security Management
Automate to be human

2023 All Rights Reserved |

Terms of Service | Policies | Cookies | Glossary | Third-party Software | Contact | Copyright | Impressum |