Work-Relay is a comprehensive, unified platform for managing work in a volatile, uncertain environment.

Connection Layer

It provides a layer of functionality that shields users from the complexities of the underlying enterprise systems, and provides a digital freeway that connects systems and people through a workflow definition.


Work-Relay covers the full spectrum of business processes:


The Work-Relay platform is designed for business analysts and business users to collaborate in building customized work management solutions for their organizations.



Modular Architecture

For an organization to become more flexible, agile, and adaptive in a dynamic, volatile business environment, it requires a system that is capable of dynamic re-organization on the fly.

To that end, Work-Relay uses a “micro-services” architecture. This approach utilizes small single or minimal purpose processes that interact with one another to provide complex functionality. Each process can have information passed to it from other services and it can pass out information to other services.

Providing software a set of services that can be mixed, matched, and synchronized as needed within the context of an easily understood framework is a critical prerequisite for individuals and organizations quickly respond to changing circumstances.

It will allow users to integrate rapidly in the best combination or sequence required to tailor products or services.

Processes can be versioned, rebuilt and redeployed independently. Live updates can be made to individual modules without impacting other modules currently executing. You can control the version to be executed in additional ways



Work-Relay augments the “smarts” of the person responsible for the completion of a process step. This saves time, accelerates time to value, reduces risk, and improves the quality of work.



Work-Relay facilitates flexibility in various ways:

In-flight changes

Work-Relay provides just-in-time process modification to reach optimum outcomes every time.

Late structuring

Work-Relay provides the ability to build processes on-the-fly based on the prevailing circumstances.

Step expansion

The user responsible for a step can assign tasks to other users on-the-fly to help complete the step.



Work-Relay provides every user roles with their own view into the work management database:


Work-Relay provides a universal task management system. The Work-Relay task list can contain tasks from Work-Relay, Salesforce, or any 3rd party applications.



Each manager role has dashboards tailored to their needs.



Work-Relay provides the ability to easily structure complex scenarios:


Build processes with multiple levels of the hierarchy e.g. an insurance process that includes a hierarchy of family, family members, and policies; or a clinical research project with multiple levels for phases, countries and sites.  Any number of processes can be added to each level on-the-fly.


Consolidate multiple parallel processes in a single view e.g. equipment installations across multiple stores can be viewed as a single project.


Create dependencies among multiple independent processes e.g. a construction project where the status of one project impacts another. Work-Relay also allows you to see all these projects in consolidated Gantt charts and other dashboards.


Multiple fiber products are sold to customers and each product has its own defined process. Construction is required for some orders, milestones are tracked in a construction process that is separate from the product processes.One construction site can have multiple fiber product orders associated with it. The timing of each fiber product process requiring construction is dependent on construction milestones. There is a one-to-many relationship between construction site and fiber product orders.


Instead of starting with an end-to-end process, allow the end-to-end process to emerge as a result of decisions made along the way.

An example of this is when a patient is admitted to an emergency room, and the process that will be followed is completely unknown. It will be based on the decisions made along the patient’s journey through their visit.


Kanban boards and Kanban cards are completely customizable.Rules can govern the movement of cards, and actions can be included when a card is moved. Kanban boards can be used for simple workflow and Project Portfolio Management.


Since there is a single Operations System of Record for all processes, it is easy to create dashboards to analyze any aspect of performance. This is an example of the types of metrics that can be captured to assist in optimization.



Work-Relay is very well-suited to managing repetitive projects. In Work-Relay, repetitive projects are simply processes that have pre-defined schedules.Integrating process and project management functionality provides a much richer set of functionality available for managing projects, especially repetitive projects.  You can take full advantage of Work-Relay process management capability to, for example:

  • Optimize processes so that they can run more efficiently the next time they are executed.
  • Access and capture data using forms.
  • Implement rules to ensure policy compliance.
  • Improve visibility with process scorecards.
  • Accelerate task completion with Smart Steps.
  • Better handle complex dependencies.
  • Automate conditional paths based on each situation.



Queues and Resource Pools

Group queues and pooled assignments enable maximize efficiency, either by enabling users to self-assign tasks, or by automatically assigning each task to the person with the least number of incomplete tasks.

Resource maintenance

Maintain availability of human and non-human resources.

Skills and Attribute Database

Maintain a database of skills and attributes, and assign them to resources.

Resource Pools

Create resource pools based on skills and attributes.

Resource utilization

Automatically track resource utilization and provide a visual forecast of resource constraints over time.

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