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How Work-Relay helps

Increase visibility.

Bring together people from different teams and functions along with process data from different sources so everyone has a single, central, real-time view of process/project health.

Improve work transitions.

Prevent things from falling through the cracks by improving the visibility of commitments and by automating the notification of missed deadlines.

Enforce policies and procedures.

Enforce due diligence best practices, regulatory requirements, and internal policies across geographies and lines of business.

Increase accountability.

Drive accountability across end-to-end processes with transparency and customized reporting, thereby minimizing the potential for fraud, errors or loss and affirming that all employees are aware of their responsibilities

Work-Relay provides a unified, consistent solution that simplifies your environment and bridges people and systems.

  • Unified monitoring, measurement, control, and reporting increases visibility.

  • Unified resource management simplifies planning.

  • Unified communication and collaboration medium reduces miscommunication.

  • Unified framework provides consistency.

  • Unified database and content repository eliminate duplicate information.

  • Unified administration reduces duplicated administration, licensing, and training costs.

Case Study



Energy company needs to track the application process for Third Party Intermediaries. This requires tracking 10 to 20 documents per applicant as well as all data relating to those documents. Once the data is input, a lengthy approval process takes place, with up to 15 approvers potentially requiring sign off. In the past, this was handled using Excel spreadsheets, Word documents and email, which is time intensive, prone to error, and doesn’t provide real time feedback of where applicants are in the process.


Global Energy technology company needs to track the application process for Third Party Intermediaries. This requires tracking between 10 & 15 documents per applicant as well as all data relating to these type of application. In the past, this process had been primarily handled via Excel and Word files, and email. This was time intensive and prone to error.


As a result of implementing Work-Relay the organization has real-time visibility into processes that span the globe, an automated mechanism to assign tasks and send reminders to ensure on-time completion of tasks, and automated document generation for a number of critical documents.


The process was modeled in Salesforce and Work-Relay so that the assigned Managers enter and upload data via a series of forms. Automated actions send emails to the applicant and internal users so they can track progress and be informed of requirements. Automated data tracking shows users and management exactly where the applicant is in the process, and how much is left to complete. Once all required data is complete, the approval process is started. At any point during the approval process, any approver can request changes to the application or reject the candidate. A dashboard view and reporting allows detailed analytics to be tracked in real time.


“Before we were introduced to Work-Relay

we tracked and managed our third-party agent due diligence program manually using email and spreadsheets. Thankfully, those days are gone! Work-Relay now handles all of the managing and tracking for us which has allowed us to focus our resources on other aspects of the business. For us, adaptability and flexibility were important as our due diligence program is complex and Work-Relay was the perfect solution.”

Case Study



Streamline the management of physical incidents that take place in the field.


  • Reporting an incident on a mobile device using a wizard pertaining to the type of incident that occurred;
  • depending on the type of incident, automatically notifying the appropriate people;
  • recording of actions taken;
  • triggering appropriate workflows;
  • creating and assigning tasks;
  • automatically generating the appropriate government forms;
  • providing appropriate first aid instructions;
  • taking into account the personal health records of the individuals being treated; and
  • providing details of impending weather conditions that may impact incident recovery.


  • The Work-Relay process designer makes it easy to create process variations for different incident profiles.
  • ·Deliver just-in-time knowledge for process participants to efficiently complete their process steps using Work-Relay Smart Steps.
  • Complete real-time visibility of process progress using the Work-Relay Progress Dashboard.
  • Flexibility in process execution allows for the effective handling of exceptions.
  • Reduced miscommunication by keeping track of accurate information, making it always available, and making changes immediately visible.
  • Faster problem resolution through contextual collaboration in Chatter.
  • Reduced lag time through automated notifications, reminders, and escalations.
  • Faster and more accurate data capture using Work-Relay Smart Forms.
  • Automated database updates, issue creation, and web service invocation increases efficiency and improves accuracy.
  • Automated conditional routing reduces errors and ensures the process follows the best available path.
  • Work transitions are more efficient and timely using rules, reminders, and checklists.
  • Reliable performance metrics allow for process improvements to be made.
  • Better decision making as a result of timely and consolidated information.
  • Increased accountability through details audit trail.