Experience Workflows
Workflows that keep work moving
Streamlined workflows that move work between people and departments, without anyone having to chase.
What you get
The right work reaches the right person
Experience workflows follow your processes. Tasks, approvals and documents move automatically, and automation takes care of repetitive work such as notices and statements.
- Tasks and approvals routed to the right person
- Automatic bulk renewal notices and statements
- Documents sent by email automatically
- Receipts from the Customer Portal posted automatically
- Works across every Experience module
Why teams choose Experience
- Fewer manual steps and less chasing
- Consistent processes across the team
- Saves hours of repetitive work
- Customisable to fit the way you work
Experience Business Applications
Works together with the rest of Experience
Every module shares the same data, so nothing is entered twice.
See Experience in action
Send us a message to request a demo. Expect a relaxed conversation focused on understanding your business.