Many difficulties in business process management relate to "off-system" manual tasks, such as notification, investigation, authorization, and follow up. Visibility ERP has the ability to automate business processes through the use of workflow templates; making it easier to control and administer standard processes through the necessary steps.

A flow or process may have been documented outside of an ERP system, where there is no formal way to ensure compliance. In the past, paper documents and unmanaged email have provided the best solution, but with no controls to assure visibility and compliance, the value was limited. Using Visibility ERP Workflow, the system enforces the process. This allows companies to improve and standardize daily functions across the company without burdensome manual administration. This provides employees visibility into the status of "in-process" tasks, making it easier for them to execute their tasks effectively. 

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The Visibility ERP implementation team assists every client with the creation and activation of business process workflows that reflect the business process and support the orderly operation o business through a specified sequence of steps. Workflows can be defined with multiple or conditional branch points or event nodes. The Visibility ERP workflow engine automatically monitors the execution of each activated workflow to assure its timely processing. The workflow task list allows users to quickly determine the exact state of an in-process workflow.

Automating Business Processes

In a Make-to-Stock environment, business processes can remain stable and unchanged for many years, or until a new product line is developed. In a To-Order environment business processes are significantly influenced by the nature of the order or contract being executed. Not only can each order/contract involve different types of processes, but the value of contracts can have a significant influence. 

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Automating business processes streamlines operations thus minimizing overhead costs and enforcing disciplines based on best practices. Together this helps preserve the integrity of the business data and ensures that users of the ERP system adhere to the processes that are set by the business. Process compliance assures the best value for the business efforts, helps to contain costs and maintain the value of corporate data. Visibility ERP process flow mapping and tracking of business events guarantees that employees are automatically notified when important events occur, or when a transaction requires input. This ensures that cycle times of critical and complex business processes are optimized.

Simplified Workflow Process Definition

The Visibility ERP process modeling tool allows establishing business processes such as approval routings for purchase requisitions and sales quotes without the need for specialized programming skills. This is generally reviewed and controlled by a system administrator. 


Simple workflows consist of "notification only" tasks. Based on system status, or transaction event settings, such as tasks automatically email alerts to designated personnel. 

Automated Approvals

Certain workflow tasks may be set up to require electronic sign-offs. Set into conditional logic paths, the request is routed to the appropriate signature authority. 


Purchase requisitions, customer credit approvals, engineering change releases and estimate sing-offs are typical processes which can benefit from the use of formal workflow.

Standard Reports

Historic performance and open task reports allow a company to manage and identify business activities, tasks and bottlenecks.


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