S E R V I C E S
Customized Control
Innov8 Workflow
Each firm has their own internal controls, Innov8’s Workflow Solution will build unique workflows that are tailored for your firm’s needs. Accelerate documents that automatically route documents to specific users and approvals. Establish protocols that enforce your business rules and ensure daily processing. Browser based dashboard ensures document status and auditing.
Streamline your daily business routines
Build unique workflows through an intuitive browser-based designer that makes it easy to create or revise document‐driven activities.
Accelerated documents with process workflow that automatically route documents to specific users for review and approval.
Establish protocols that enforce business rules and ensure daily processes are completed compliance with industry regulations.
Ensure you are always up to date on document status with browser-based access to process workflows, even when out of the office.
Gain insight into processes so you can easily monitor and assess any bottlenecks in the process or successful task completion.
Automatic email notification documents that need approval will be sent directly to the individuals email box for review and approval.
Audit Trail all workflows and approvals will have audit trail with all notes related to the approved document.