Powerful Workflow Automation

RTO Accelerator comes with a market leading Workflow Automation Engine built in known as ‘Process Author.’ Unlike most RTO solutions on the market today, RTO Accelerator provides a visual process mapping environment that allows staff to automate a number of processes in the CRM.

Visually Design Your Workflow Processes

Process author provides an easy to use drag-and-drop process mapping canvas known as ‘Process Definitions’, enabling staff to visually map out key processes and create actions and alerts based on specific conditions that are highly configurable

Visually map your workflow

Visually map your workflow

Manage and View all Processes Underway

Process Author also provides insights for your RTO administrator into all current processes underway, which process is assigned to which staff member and the status of the process. This provides deep insights into the effective process flow across your business. Admins can view and manage your org-wide email alert templates and update business rules from one central dashboard.

Process Author Dashboard

Process Author Dashboard

Managing your Org-Wide Business Rules

Ever faced the challenge of knowing how to implement and document your RTO’s specific rules around when certain processes occur, or what are the key events that warrant an email being sent to key team members? RTO software solutions on the market manage this very vital component poorly, with a lack of flexibility around fitting to your specific needs as an RTO. RTO Accelerator takes managing your internal business rules to the next level, providing a powerful ‘Process Business Rules’ module that enables RTO’s to define and full document each unique business rule.This is accessible from your Process Author Dashboard, alongside your org-wide email alert templates.

Create new business rules

Create new business rules

Key Benefits to Business Rules

  • Name and describe each of your business rules and centrally store these
  • Define where this business rule is appropriate - Students, Organisations, Enrolments?
  • Save and design your business rule, with the ability to set specific conditions that will trigger and activate this specific rule for your business.

By building and having a defined library of process business rules and process email templates, there is unparalleled flexibility when the task arrives to visually map out certain workflows within your business. Instantly you can reference your known business rules to incorporate into you new process, send automated email alerts to your staff, and drive a defined process to keep staff up-to-date and drive day-to-day excellence in your RTO business.

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