A comprehensive, unified operations management system that simplifies how work is managed, increases management visibility, enhances user productivity, and increases business agility.
Includes: Level 1, Plus
Integrated project management functionality that extends the functionality provided by the Level 1, including Gantt and Advanced Scheduling.
Extends functionality with integrated resource management, an advanced Kanban Designer, with unlimited configurability and an Early Warning System.
- Minimum 20 license commitment
- Work-Relay pricing assumes users already have a current Salesforce license.
- Community licensing available.
- Non-profit discounts.
- Volume discounts.
Contact us if you have special licensing requirements.
Link process to any Salesforce record
Simple drag & drop process designer
Execute database actions
Automated process creation from cvs
Conditional and contingent branching
Unlimited multi-level processes
Multi-level visualization and navigation
Dynamic end-to-end process creation
Full audit trail of all work done
Smart Steps for worker augmentation
Includes all Process functionality, plus:
Process/Project shared database
Opportunity to Project automation
Kanban-based Portfolio management
Timelines / Schedules
Unlimited scheduling algorithms
Hard dates/Soft dates
Time Tracking integrated in Kanban cards
Cross project Gantt view
Cross project List view
Cross Project health summary
Project interdependencies based on task status
Project interdependencies based on dates
Project to Project roll-ups
Automatic resource assignment
Pick Up / Queue Assignment
Assign steps/tasks to me or Assign to someone else
Capacity forecasting by Resource/Resource Pool
Collaboration in context from cards in Kanban
Use Chatter, Slack, or MS Teams
Real Time Reporting
Report on all process/project data
Pre-built dashboards for every role
Process Scorecard for ambient status checking
Analytics on all aspects of time spent on steps and between steps
Cross-project Planning dashboard
Simple drag & drop designer
Multiple data sources
Inline list editing
Process actions from forms
Rule-based form transitions
Kanban Boards (add-on)
Columns based on any Salesforce data object
Columns based on filtered data sources
Unlimited card customization
Card movement rules
Dynamic fields on cards
Forms assigned to cards
Column calculations based on card fields
Advanced Project Management
Schedule Risk Indicator (Early Warning)
Automated status collection
We or your Salesforce Partner use the Work-Relay framework to quickly build solutions based on your specifications, and provide all the support you need moving forward.
With Work-Relay, expect to pay at least 70% less for a custom Salesforce.com application when compared to working with Salesforce developers, and automatically get visualization dashboards and simple tools to maintain business rules, forms, etc.
We teach your resources (typically a business analyst) to use the Work-Relay framework to build your own solutions. We provide full support for you every step of the way.
This eliminates the cost of hiring expensive Salesforce consultants and developers, and the Work-Relay framework ensures the solutions built are well-designed, flexible, and easy to maintain.
We or your Salesforce Partner use the Work-Relay framework to seed solutions, teach you how to evolve them yourself, and have us provide guidance and support to ensure the most optimum result.
When we build together, expect to pay at least 40% less for the initial custom Salesforce application when compared to working with Salesforce developers.
After your first build, your cost for subsequent applications will continue to drop as you build internal capabilities.
Start streamlining your business operations today.
Connect with Work-Relay to see what a powerful business operations platform can do for your organization.