Select Page

Introduction to Workflow

Chapter 2: Workflow Platform for RightFax

Advantage Insights:

  • Differentiate between configurations and custom development
  • Explain the key benefits of integrating a workflow solution with RightFax
  • Show how the Workflow Platform for RightFax provides flexible configuration with other software

Overview

The Workflow Platform for RightFax is a game-changing platform for automating such document-intensive business transactions and processes. It maximizes the value of paper, fax and email documents by automatically routing and processing them as electronic documents and integrating them with a wide variety of back-end systems.

Unlike most workflow solutions, the Workflow Platform for RightFax leverages a company’s existing business processes, database applications and a wide range of back-end systems to meet each organization’s specific needs.

This means the Workflow Platform for RightFax can evolve with your business while enabling tighter integration, faster user adoption and significantly lower implementation costs.

The Workflow Platform for RightFax provides a combination of features, functionality and price unmatched by any other solution on the market.

It can introduce easy automation to business processes that still receive mostly paper and fax documents, and it can improve automation for transitional business processes that must support both paper and electronic information.

Customers in healthcare, financial services and other document-intensive businesses have used the Workflow Platform for RightFax to process tens of millions of documents and faxes into complex workflows that require synchronization with multiple third-party systems.

The Workflow Platform for RightFax

The Workflow Platform for RightFax is a game-changing platform for automating such document-intensive business transactions and processes. It maximizes the value of paper, fax and email documents by automatically routing and processing them as electronic documents and integrating them with a wide variety of back-end systems.

Unlike most workflow solutions, the Workflow Platform for RightFax leverages a company’s existing business processes, database applications and a wide range of back-end systems to meet each organization’s specific needs.

This means the Workflow Platform for RightFax can evolve with your business while enabling tighter integration, faster user adoption and significantly lower implementation costs.

Configurations vs. Custom Development

With the continued adoption of digital transformation, many organizations are looking at how to manage the digital automation that has provided opportunities to move away from the costly infrastructure and simplified the management of services across their enterprise.

Across enterprise organizations, one of the main themes has been a top down push from IT executive leadership to move to either develop custom integrations that improve the flow of business-critical documents or configure a feature or extension to existing software.  While either of these strategies can be done effectively with our team, it’s important to know the benefits of each method before diving in:

Configuration

Benefits:

  • Flexibility to handle most business needs
  • Shorter, lower cost implementation period
  • Scalability and path to modernization
  • On-demand exception management
  • On premise control w/SaaS type toolset built-in

Custom Development

Benefits

  • Flexibility to handle any business need
  • On-premise solution
  • Individual specifications and builds to each individual / customer situation

For organizations with large systems that need to be properly managed to ensure the efficiency of document delivery workflows, it is imperative to build on that long-term infrastructure your organization has already committed resources, without retooling or upgrading existing IT investments. In providing process improvement and automation this will help build long-term stability in organization and set the stage for future moves long-term if needed.

In the end, remember that whether your organization needs different levels of customization or complex configurations, our team we’ll take the time to get to know not only your project, but your organization to suggest the right solutions to accomplish your goals.

RightFax Integration

RightFax is a mature, enterprise-class fax server solution with a wide variety of options for sending and receiving faxes. But it is not a workflow, document management or ECM solution. The Workflow Platform for RightFax brings native workflow integration to RightFax, enabling you to automate and customize your fax-based business processes.

The Workflow Platform for RightFax enhances the RightFax user experience with a combination of features, functionality and price unmatched by any other solution. You can implement hands-free automation with programmatic accuracy or enable your users with workflow clients that explicitly support your business processes.

The Workflow Platform for RightFax extends the life and usability of your RightFax system by transforming it into a high-demand, user-friendly, transactional capture and delivery solution, while laying the groundwork for supporting other document transaction solutions of the future.

  • Flexible workflow client to enable employees to view selected inbound fax documents and perform indexing, validation or workflow tasks as well as complex “completion” actions, all based on a rules template
  • Pre-built and configurable connectors to integrate with EHR, document management, ECM, CRM, ERP and database applications such as Microsoft SQL and SharePoint, IBM DB2 and Content Manager, SalesForce.com, Siebel, Google Docs and more.
  • Single/multi-page TIFF/PDF/ Searchable PDF support and interactive file splitting so each page/document can be delivered to different locations in different formats based on business rules.

Adding the Workflow Platform for RightFax further enables knowledge workers to drive the unavoidable hands-on steps of a business process more efficiently and accurately; to quickly and easily perform sophisticated indexing, validation and workflow tasks on inbound documents; and to launch complex, automated, rules-based actions with as few as one click.

Other Software

The Workflow Platform for RightFax workflow program provides flexible configuration with a wide-variety of back-office applications, which offers unique advantages that bring together disparate and legacy business applications into a single platform that provides efficiency gains without having to replace the current infrastructure in place. 

We can also help build in the custom process improvements and efficiencies your organization is looking for to ensure a faster return and less risk on day to day business and interruption to the IT team.  We also can build upon the investments already made and empower the IT team to manage the system into the future.   

Most importantly, with less disruption and risk to the organization, we can map workflow processes you would need to memorialize for the future with any direction they may go over the next 2-3 years.  We are a bridge and tool that will give them what they need today at less of a cost on time/materials and people.

Conclusion

With the Workflow Platform for RightFax, you can develop custom integrations that improve the flow of business-critical documents or configure a feature or extension to existing software. For organizations looking to integrate a workflow solution with their RightFax system, the Workflow Platform for RightFax enhances the RightFax user experience with a combination of features, functionality and price unmatched by any other solution.

In our next chapter, we’ll take a look at role management and security within the Workflow Platform for RightFax to show how vital information can be handled quickly, accurately and securely by the right person.

Quick Start Guide

Want to go see another section? Click ahead to the section you'd like to view :

We're Here To Help!

Mailing Address

Advantage Technologies
575 Lexington Ave.
Ste. 12-110
New York, NY 10022

Call Us

(800)-730-1700

Register for Exclusive Access to the

RightFax Resource Center

Sign-up to learn the ins and outs of your RightFax system and become a RightFax expert.

Featured Blogs

Add On Modules and Connectors for RightFax

Add-on Modules & ConnectorsFilter below to discover the add-on modules and connectors for RightFax: RightFax Security PackageThe Encryption Module Prevent any and all unauthorized access to fax images by encrypting faxes at rest. Learn...

Add On Modules and Connectors for RightFax

Add-on Modules & ConnectorsFilter below to discover the add-on modules and connectors for RightFax: RightFax Security PackageThe Encryption Module Prevent any and all unauthorized access to fax images by encrypting faxes at rest. Learn...

RightFax 16.6 Features & Benefits

RightFax 16 Enhancement Pack 6, is packed full of new features, functionality and add-on-modules designed to simplify your environment, add new visibility to traffic and improve the user experience.

Facebook
Twitter
YouTube
LinkedIn

© Copyright 2020 - Advantage Technologies, Inc. - All Rights Reserved