KSeFDew-X is ready to cooperate with KSeF on the target version of this solution! The integration of Dew-X with KSeF for cost invoices is available in every version of the software, both Pro Bono and PRO business.
Funnel as Kanban in CRMSales funnel in the form of a Kanban board, with columns corresponding to stages of the sales process. A great way to visualize sales opportunities.
Dew-X vs. Competitors: Customer Value-Focused ComparisonOften Dew-X users ask us how it differs from its competitors. It is quite awkward for us to give an answer because, for obvious reasons, it might not be objective. Therefore… We asked Perplexity to perform the task of comparing Dew-X to global competitor solutions. The comparison was made from the point of view of the value obtained by the client.
Tight in the mobileWhen the world got to know the first version of Dew-X in 2022, it was only and as much a system for managing the flow of documents and matters. There was one module then. It was easy to fit everything into the mobile application menu at the bottom of the screen.
Orderly processes vs. raising financingDid you know that the key to getting financing may be the way you manage your business? According to a World Economic Forum report, as much as 80% of global trade requires financing, and well-organized processes increase the chances of obtaining it by as much as 45%. This clearly shows the great importance of transparency […]
Process management is the key to successAccording to a McKinsey study, successful organizations are more likely than others to make automation a strategic priority. And research published in Businesswire indicates that automation increases monthly business revenue by $195 billion in the US and £14 billion in the UK.
Finally, you can take a vacationWhat to do when someone, for example, goes on vacation? In such a case, the duties of one of the users in the system can be taken over by someone else, in which case a new option, Substitutions, should be used. Substitutions in processes can be set only by the administrator of a given organization, who will find this function in the vertical menu.
Behind-the-scenes of the implementation at Wisła-Płock S.A.Dew-X has been a key tool for us, which not only improved work efficiency, but also introduced greater transparency and automation of processes related to invoice circulation and payment processing. I am convinced that this implementation has contributed to better financial management of the club and will allow us to achieve our goals even more effectively.
It matters who startsStarting processes, or more precisely process instances, could be done by any member of the Organization. Generally this makes sense, but as practice has shown, not always. This is because there are situations in which we do not want this to happen.
Peeping isn’t a bad thing :)The possibility to preview documents added to the process on a step-by-step basis was one of the most awaited features by users. Until now, only the main document, such as an invoice or a letter in the mailroom process, was visible in the interface, while the others could be viewed only after they were downloaded to a computer disk or phone.
Whistleblower protectionThe Law on the Protection of Whistleblowers (Whistleblower Protection Directive), as it is referred to, covers every department and area of a company with more than 50 employees. The Dew-X team, as always going against the grain, decided to give you a tool for whistleblowers completely free of charge.
History Written by Process. FileNetNot knowing a solution from Costa Mesa, California and dealing with business processes is like being interested in history and not knowing who Napoleon was. The first actually successful and disseminated workflow tool. The forefather of “paperless,” the messiah of the process world. The system-legend. FileNet.
PRO business (SaaS)PRO business (On premises), i.e. Dew-X installed in customers’ infrastructure, has been a service available for a long time. In specific cases, this separate “client” server was leased by us from a third-party provider, and then, together with Dew-X made available to the client – in this sense it was Software as a Service. This time, however, we intend to offer the PRO business service on the main installation as well, the same one used for the free Pro bono version.
Admin, help!We sometimes get questions from users that we either don’t know the answer to or can’t answer. In such cases, we direct this person to Admin. And here comes the hard part – because it happens that this user does not know who is the owner or administrator in the organization.
Which workflow system should I choose?This difficult question is faced by many people who are assigned the task of finding a workflow system for their company. Let’s start with what a workflow system is – it is an IT tool that supports the flow of tasks between successive process participants in an orderly and automated manner.
Types of workflow systems. Which one to implement in your company?The criteria for segmenting the workflow systems available on the market can be many. In this article you will find some of the perspectives. You will also learn how to implement workflow in your company.
5 business benefits of implementing a workflow system in your companyWhy implement a workflow system at all? The list of benefits is very long and depends on the specifics of each organization. In almost every one, however, you can talk about these five basic reasons.
New kids in the familyFrom now on, the Dew-X family of free plugins/extensions has expanded to include three new ones: Button, VAT and Gross, and Math Operation.
Data previewWe have added functionality so that when you click the “Data” button, all the data will be displayed in an additional window that can be moved around the screen or enlarged to its full width and fill out the form at the same time.
Best valueDew-X has received the Best value badge and overall rating of 4.9 on probably the best IT system evaluation platform
Easy of UseSuch a high rating and badge that we can use is a great summary of 2023. We are particularly pleased that Dew-X is perceived as easy of use
Workflow System – In which industry can it find application?It is commonly believed that if something is for everything, it is for nothing. On one hand, there is a lot of truth in this, but on the other hand, this wisdom is often overused.
Electronic document workflow – for whom and what is it?How to assess whether a company is ready for electronic document workflow? There are several issues worth analyzing.
Most important information without going into detailsWhen creating or modifying a process definition you should specify from 1 to 3 variables (“Highlighted fields” option) that are worth showing on the tab of a given process instance.
A few clicks less!When we send a task to ourselves, we no longer have to go to it from the dashboard. The form will be displayed automatically.
There is also something for administratorsWith the increase in the number of functionalities available to administrators from the instance level, it was advisable to concentrate them under one button. This makes the navigation bar more transparent and clearly separates user-available and administrative functions.
Searching by usersThe advanced search engine allowed searching for process instances using many parameters. However, there was a need to searching also by user.
How to limit the visibility of Users in the Organization?When we want to utilize the Dew-X system, for example, to handle error reports, even if the individuals we invited to use it are external to the Organization, they can see the complete list of its members internally when sending a task. This behavior of the system is correct, although not always desired.
Deleting tasksCan all users delete tasks (process instances)? No. Only administrators (Admin role) and the owner (Owner) of a given Organization can delete any tasks (process instances).
Searcher – a new role in Dew-XSeveral clients reported to us the need to enable selected users to search among all process instances, not just those in which the searcher participated. We decided to remedy this by introducing a new role: searcher (Search)
Some deserve another chanceWhen we complete our assigned tasks sometimes does not depend on us alone, e.g. we are waiting for some external data or suitable weather, or the issue is postponed by external institutions, etc. If when creating or editing a process definition we take these or other cases into account, we can use the “Retry” functionality.
EscalationsIf there is a reason to inform other people in the organization about the non-completion of a task, use the “Escalate to” option. Timecops (that’s what we call them) can only be people belonging to the organization, both with “inside” and “outside” status.
CC (Carbon Copy)There is sometimes a need for a user who is not involved in the flow of a given case to have the opportunity to familiarize himself with it. That’s what the CC functionality is for. It can be either a person who will not participate in this instance of the process at all, or a person who will be added to it in later stage.
Organizational structureWhen, for various reasons, we want to limit the visibility of certain processes for some users, e.g. related to strategy, HR, complaints, investments, marketing, etc., reflecting the structure would be very useful. In such a situation, the best solution will be to use “organizations” as company departments or task areas.
Purchasing process in a restaurant chainDuring our implementation of a purchasing process in a restaurant chain, the question arose as to why Global Tables are not used in the available process templates? We agree that both Global Tables and Dictionaries would be very useful in them. Especially in the definitions of the invoice workflow process or purchase requests. So why were neither Global Tables nor Dictionaries used there? The reason is very simple.
WorkflowA workflow consists of an orchestrated and repeatable pattern of activity, enabled by the systematic organization of resources into processes that transform materials, provide services, or process information. It can be depicted as a sequence of operations, the work of a person or group, the work of an organization of staff, or one or more simple or complex mechanisms.
Acceptance system – decision systemWorkflow systems are in fact decision support tools. The workflow itself seems to make no sense. It’s like running around a construction site with empty wheelbarrows. It gains it only when we think about it through the prism of measurable effects. In a broad sense it can be organizational or cost optimization, but in the strict sense it is a set of actions accompanied by decision making.
Virtual officesVirtual offices, external mailing offices and coworking are great solutions. They allow to outsource correspondence handling.
