Work -Relay provides a comprehensive, consistent platform for quickly building process and project management solutions on the Salesforce platform.

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Stop doing today’s job with yesterday’s tools and yesterday’s concepts.

An innovative and powerful new way to master the increasingly complex and disconnected business landscape.

Complexity made simple

A powerful design tool makes specifying even complex, multi-level, interconnected processes easy. The modular design architecture allows processes to be easily be mixed and matched as needed.

  • Graphical, drag -and -drop, wizard -driven workflow designer aimed at business users with no formal training.
  • Address the full spectrum of processes, from fully automated to ad hoc.
  • Design interconnected, hierarchical, and consolidated combinations of processes
  • Build modular, self-contained processes to facilitate incremental composition and recomposition.
  • Insert regulatory compliance rules and guidelines.
  • Define rules to manage multiple automated reminders and escalations.
  • Build processes with any number of sub -process levels. Add actions at any point in a process, including database updates, sending emails, call web services, etc.

Every user’s command center

A single view for managing all work—structured and unstructured, formal and informal. Users can easily see what tasks are most important, what’s coming up, and receive real-time notifications in their own custom Kanban boards

  • Configure any number Kanban boards with any number of columns, and design customized cards for every board and column.
  • Create composite boards consisting of multiple board, with drill-down capability.
  • Each task card provides access to its related Chatter feed, forms, content, checklists, etc.
  • Add headers and footers that include calculated fields, dynamic forms, reminders and checklists.
  • Add formulas to dynamically/conditionally display fields in a card, rules to govern how cards can move between columns, and actions that can be executed, including database updates.
  • Build simple workflows with conditions and actions.
  • Start processes, add tasks and issues, use forms for data entry, log time.
  • data entry, log time.

Dynamic Forms

The Form Designer is built for non-technical users with a minimal amount of Salesforce knowledge. It is capable of building complex forms that would normally require coding.

  • Eliminates the need to create complex screens/pages/components with apex controllers.
  • Use Form Events to trigger actions (e.g. refresh lists, update records, get data from external systems) inside the form.
  • Combine fields from a primary data source (including external data sources like DB2) and any related data sources into a single form.
  • Add Virtual Fields that allow designers to add data to a form that doesn’t exist on a Salesforce object
  • Use Conditional Styling to make fields, sections, pages, and static text visible, hidden, required, cleared or disabled (read-only) based on defined conditions.
  • Use a “form within a form” capability so that forms can be re-used, and can be from any data source.
  • Process actions can be made available on the form, including restarting a branch or a process, skip a step, Approve/Reject/Proceed steps, etc.

Real-time progress tracking

Progress scorecards give everyone the ability to see real-time progress, what’s held up, and what’s late. Using the flexible Kanban capability, users to create their own version of

  • Provide holistic status visibility over all the steps in multipie processes without having to navigate through multiple screens.
  • Provide a real-time understanding of what work is being done across the organization, thereby providing the insight needed to track and prioritize work effectively.
  • See all or filtered steps from any number of processes a consolidated Gantt chart with filtering by e.g. responsibility, step, dates, etc.
  • Get an early warning of potential problems by tracking status trends

Beyond Gantt charts!

Design the processes behind the project to manage dependencies; eliminate time-intensive schedule updates; and use Work-Relay’s modular architecture to dynamically put together end-to-end project plans.

  • Turn any process into a project by adding dates to tasks and managing the process in a Gantt view.
  • See all the tasks for all projects in a single Gantt view.
  • Create and apply any number of user-defined algorithms to answer the question: How should date calculations be handled when dates and/or durations are modified?
  • Facilitate duration-driven and date-driven scheduling.
  • Use hard dates (start the task only when the date is hit), and soft dates (can start the task immediately).
  • Use backward and forward recalculation of predecessors and successors, and specify the rules for handling gaps between tasks.
  • Effectively support repetitive projects (projects based on a common set of processes with some variations added each time the project is run).

Multidimensional Planning

See the future activities for all projects and processes in a single dashboard. Use powerful filtering and grouping to effectively manage resource assignments, and distribute work to resource pools, teams, or individuals.

  • Visualize and edit multiple processes and projects in one user interface.
  • Provide a comprehensive look at who is working on what when across all active processes.
  • Group and filter tasks in many different ways, including by assignee, process Name, Step Name, Record Name.
  • Create resource pools and maintain a skills database.
  • Track resource availability and utilization.
  • Automatically determine which employees to notify and assign work to at each stage in a process.
  • Automatically alert management if no resources are available at a particular step in the process so the problem can be addressed.

Measurement & optimization

Utilize standard reports or build your own custom dashboards to track your important KPIs like time, budget, and ROI in one place

  • How long does a process typically take to complete?
  • Where are the bottlenecks?
  • Why is this flow taking longer than expected?
  • How many flow instances are currently at this step in the flow?
  • What is the threshold for days overdue?
  • What tends to cause a flow to be blown off course?
  • Use data accumulated through monitoring and look for patterns that can be used to improve processes
  • Predict missed SLAs by comparing history to the activity timeline in order to estimate overall time to completion
  • Identify process deficiencies faster, and take immediate corrective action before things get out of hand.
  • Validate process changes. Establish baselines for the current situation and use them to determine whether specific changes are effective or not.