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Workflow and Forms


​With workflows and forms you can integrate and streamline ​all of your business processes.​​

​Envision IT can help you automate call centre and workflow processes, as well as create customized applications and online forms. Most organizations have a large number of forms that are completed: expense forms, travel forms, benefit forms, employee change forms, etc. These forms are often completed on paper or in basic electronic formats such as Word or Excel which have no data validation, calculations, or auto-populating fields.

Using Microsoft InfoPath, dynamic electronic forms can be produced that provide an exceptional end-user experience, allowing users to access and complete these forms over a browser. These advanced forms have the ability to connect to line of business applications in order to provide data and auto-fill fields from other data sources. For example, when a user opens a new form it can extract the user data from an HRIS system and fill in their name, department, employee ID, manager’s name, and other information. Different views of the form may also be created allowing different audiences to view different information and keep certain data private.

The forms are stored in form libraries similar to document libraries and can leverage all the other SharePoint features such as workflows, permissions, views, etc. Simple forms may also be created with ease as required.

Workflows help people to collaborate on documents and to manage project tasks by implementing business processes on documents and items in a Microsoft SharePoint site. Workflows help organizations to adhere to consistent business processes, and they also improve organizational efficiency and productivity by managing the tasks and steps involved in business processes. This enables the people who perform these tasks to concentrate on performing the work rather than managing the workflow.

Envision IT has developed many effective client solutions using custom workflows and InfoPath forms.​​​

From the envisioning stage to delivery, we work closely with you to understand your needs and deliver solutions that empower your business.