Business process, or workflow as some may call it, is anything but thrilling to most people but for us, it’s a passion. We’ve been making money for almost 20 years automating business processes using various technologies. While building CX2, we decided to take our experience in solving business problems and implement a flexible and simple, yet powerful workflow engine. This provides flexibility while trusting the people and the process. Our general approach is to ‘trust and verify’ vs. ‘automate and forget’.
CX2: Processes with Common Sense
Traditionally, technology was used to build processes based on contingencies that rarely happen. This tends to overcomplicate the items that happen regularly. We’ve seen it enough to know that we could do it better by trusting that you know how to do your job. In CX2 we do exactly this while making the process accessible and simple for all users involved.
Municipality Form Statuses
Below is an example of statuses for a sample form in CX2. Each status represents a possible step in the process.
Form Design Processes
Our process starts with form designs in CX2 and each form design can have its own unique process. Each step in the process is called a “Status”. It controls many of the available options for that form while it remains in that status. As an example, if a form is in a status of “Plan Review” we may want to limit the applicant’s ability to change the form or make a payment. While a status of “Issued” may enable payments, but limit the ability of the form submitter to make changes to the form.
Regardless of what options are set for the status, a group is assigned to the form. This group is responsible for the form while it remains in the status. We call this group the “Process Owners”. The process owner is responsible for that form while it remains in that status. The process owner may then, at any time, change the status to what they feel is the next logical status for that form, without having a predefined path. This is commonly referred to as a state machine process. This process-type empowers the process owner (who knows their job best) to work the item as they deem necessary. It allows the Process Owners to deal with any inconsistencies or variations, without overly complicating the application or the “process.”
Below is an example of some of the form settings available for a status in CX2.
Below is an example of the form review section of a form in CX2. This section is only displayed to the “Process Owner.”