Workflow System: Approvals are not Sent via Email

The workflow system guides business processes step by step: every task has an assigned person and a deadline, the next step starts automatically, and stalled tasks are highlighted, with the system sending an alert. BürOffice’s workflow engine provides exactly this—supplemented by a rules engine, work inboxes, and KPI tracking.
The results are tangible: tasks don’t get stuck in inboxes, managers don’t have to keep asking questions to check on status, and team performance becomes measurable. This page demonstrates how the workflow system works in practice and where it delivers the fastest return on investment.

Steps in the approval workflow, including responsible parties and deadlines, in BürOffice

The Cost of Unstructured Operations

A typical approval process looks like this today: an email to the boss, who forwards it to the finance department, which asks for clarification on something, whereupon the original requester resends the attachment—in a separate thread. Ten days later, no one knows where the matter stands or who’s next in line.
The process exists only in people’s heads: a new colleague spends months figuring out who to turn to and in what order. When an experienced employee quits, that process knowledge goes with them. The company’s operations depend on specific individuals, and this is the biggest obstacle to growth.
And the manager makes decisions “blind”—without the tools to see where tasks are piling up, who is overloaded, and which processes are eating up time. This is exactly what process management solves.
And the cost of unstructured operations grows along with the company: it’s an inconvenience at twenty employees, a hindrance at fifty, and a competitive disadvantage at a hundred. The question isn’t whether you need a workflow system—it’s when it makes the most sense to implement one.

Rule Engine: Process Knowledge Lives Within the System

BürOffice’s rule engine determines where each case goes: the process branches based on value thresholds, type, and area; the task is assigned; and the second approver is brought in. The rules can be configured—when an internal policy changes, no development is required, just a setting adjustment.
This is the key to workflow automation: knowledge isn’t locked away in the minds of experienced colleagues—it’s embedded in the system. A new employee follows the exact same process during their first week as a ten-year veteran—the onboarding period is drastically shortened.

To-Do List: Everyone Knows What They Have to Do Today

In the morning, the employee logs into the system and sees their tasks for the day on one screen, listed in order of priority with deadlines. They don’t have to piece together their day from emails and sticky notes—the system has already organized everything.
An approver can even make a decision on their phone between meetings. If they don’t respond in time, the workflow system sends an alert: first, it sends a reminder, then it escalates the issue to a deputy or manager. A vacation doesn’t halt the process.
The built-in chat feature keeps the discussion within the workflow: colleagues can discuss the issue right next to the case, and the message exchange remains saved with the case—it doesn’t get lost in an external system.

Digitizing the Approval Process: The Fastest Return on Investment

Digitizing the approval process is typically the first step, because this is where the contrast is greatest: email chains that used to take several days are reduced to a matter of hours. Typical initial processes include: purchase requests, invoice approvals, contract reviews, and vacation and business trip approvals.
The pattern is the same for each: it starts with a request form or a document, the rules engine routes it, approvers make the decision, and the result is logged. Who approved what and when is no longer an issue.

Standard and Custom Processes and Projects

The workflow system is not limited to approvals: in addition to standard processes, completely custom business processes can also be built—from complaint handling to access control to product launches. The system also supports the coordination of complex, multi-stakeholder projects, with tasks and cost tracking.
Typically, after the first process is implemented, the team comes up with the next one: if a purchase request takes two hours instead of two days, everyone knows which process should be next.

Dynamic Workload Distribution and Peak Load Management

The workload of each workline is visible in real time and can be adjusted on the fly; if there is a bottleneck in one line, the manager can redirect colleagues with a single click. Work management is dynamic—it adapts to the current workload, not the organizational chart.
Deadline monitoring covers every step: the system alerts you before a delay occurs, not after. The pace of processes becomes predictable even at the end of the month and during vacation season.
In addition to deadlines, automatic alerts also monitor volume thresholds; if the number of pending tasks in a queue rises above the usual level, the manager is notified immediately, not just at the weekly meeting.

Folyamatok átfutási ideje és munkasorok terhelése a vezérlőpulton

KPI Measurement: What Can Be Measured Can Be Improved

The workflow system records data on every step—throughput times, closed cases, bottlenecks, and individual performance. The dashboard displays this information in real time, and the reports show the impact of any process changes. This way, management meetings don’t start with creating Excel spreadsheets.
At one of our partners, they implemented a performance-based pay system based on universally accepted metrics: the team’s overall performance increased by more than 50 percent. Process automation thus not only speeds things up but also creates a fair and transparent workflow.

BPM system with an open architecture

As a BPM system, BürOffice adapts to the existing environment: it integrates with business management, billing, and HR systems via REST APIs, web services, and SQL connections. It runs on Windows and Linux servers and supports Oracle, MS SQL, and the free PostgreSQL database.
The document management feature is also comprehensive: documents related to a process are managed within the system with version control, access control, and certified archiving—workflow and document management are not two separate systems, but a unified whole. The workflow system thus scales with the size of the company without the need for redesign.

The Process, Step by Step

    1. Felmérés: közösen kiválasztjuk az első folyamatot – ott, ahol ma a legtöbb az e-mail-kör és a várakozás.
    2. Folyamattervezés: a lépéseket, felelősöket, határidőket és szabályokat a rendszerben rögzítjük.
    3. Pilot: az első folyamat néhány hét alatt élesbe áll, a csapat valós ügyeken ismeri meg a BürOffice rendszert.
    4. Mérés és finomhangolás: a KPI-riportok megmutatják, hol van szűk keresztmetszet a folyamatban – a szabályok finomhangolása módosítja a rendszer működését.
    5. Bővítés: a következő folyamat a bevált minta szerint épül egyre gyorsabban.

Frequently Asked Questions

Not at all: BürOffice handles both standard and completely custom processes, and the rules can be modified through settings—the system adapts to the business, not the other way around.

The first process will go live in a few weeks. The fastest return on investment comes from the approval processes—the value of a workflow system is already evident in the pilot’s metrics.

Not for day-to-day operations: rules and workflows can be customized through configuration. Our experts set up the integrations during implementation.

The system meets the high-level requirements of NIS2, complies with the GDPR, and provides authentic archiving in accordance with eIDAS—ensuring that the records remain admissible as evidence even decades later.

A workflow rendszer a legrövidebb út a kiszámítható működéshez: az ügyek haladnak, az elakadás látszik, a teljesítmény mérhető. Kérjen díjmentes egyeztetést, és egy órában megmutatjuk az önök cégére vonatkozó lehetőségeket.

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Tel.: +36 (1) 382-7800

info@quattrosoft.hu

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