Gravity Software Blog

Workflow automation – So simple, yet robust

Written by Valerie Silvani | Jan 1, 2016 12:00:00 AM

By incorporating workflows in your business process you will increase efficiency throughout your organization.  At Gravity Software® (Gravity), we realize that every company works differently.  Gravity is built on the Microsoft Power Platform (aka Dynamics 365) which allows you to create workflows that match your business processes. Workflows are an amazing tool that can easily be created to allow for simple to complex automation of tasks within Gravity.

Workflows consist of a series of steps and rules that you create to automate processes to save your company time and effort. It’s really up to you and your company to determine what type of workflows you need.

For example, you can create a workflow for voucher approval. In the case of our scenario, any voucher over $500 requires approval by different managers. You create a workflow rule to run whenever you create a voucher. And when that voucher is over $500, an email is sent to managers with a link to approve the voucher. You don’t have to worry about initializing anything, the system will take care of it. And it’s going to run in the background so we don’t have to even worry about it.

Notifications, not a problem

As for me, I like to simplify my life by embracing technology. Workflow automation helps me be more creative and focus on more important things. Not to mention, I can be assured that tasks are being completed, saving me valuable time. Wouldn’t it be cool to receive an email notifying you when a customer places an order and for you to thank them? Why not reduce your business process time by creating workflows to follow up on a lead, or streamline your purchase order approval process?

Take a look at how simple it is to create a workflow in Gravity’s Workflow Automation video. John Silvani, President of Gravity will show you how workflows can help your company.

Proactive not reactive

Workflows can be created in almost any type of scenario, including notifying a customer when a credit card is about to expire. Being able to follow up when things are becoming due so that we can be on top of all important matters. Ideally, you want your workflows to improve overall efficiency by taking out the manual time-consuming processes in your everyday life.

Start simplifying your business processes so you can be more effective and efficient. Start making better informed decisions on your business with workflow automation. Gravity's cloud accounting software allows you to easily navigate from Gravity's back office financial business solution to front office Sales, Service and Marketing.

By utilizing the Microsoft Power Platform, Gravity makes it simple for your business to operate from anywhere without all the startup costs associated with other accounting applications.

Learn more and schedule your online demo today.

Gravity Software

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