Tip #29: Build your own custom widgets for Qntrl
Qntrl provides various real-world solutions that allow organizations to run their entire process using workflow automation. Besides the solutions we provide, we also let our customers play around with the product and develop unique custom solutions forTip #28: Using field title and label in Orchestly
Layouts in Orchestly allows you to create numerous fields along with its properties. Fields are usually created in order to facilitate and collect data from users, that can help organizations work on the tasks further. However, creating too many fieldsTip #27: Customize the sender’s email address for emails from Orchestly
Customers are the top priority in any business. Keeping the conversation alive is vital for every growing business. To improve engagement and collaboration between organizations and customers, Orchestly supports automated notifications and emails. TheseTips #26: Business Scenario for Orchestly's Custom Reports
There are times when some business activities and tasks are required to be managed and tracked diligently. At such instances, you can always create Orchestly's Custom Reports where you can drill down the data you actually wish to track and analyze. BenefitsTips #25: Monitor your organization's activities using Audit Logs
Large organizations often face challenges in monitoring the activities of their employees with respect to security and compliance while using a third-party software. Protecting customer data, ensuring appropriate access permissions, watching out for unusualBlueprint or Zoho Orchestly
Hi, I have just taken a Zoho one license and plan to start mapping our business processes and workflows. I am a bit confused as to which Zoho app should i use for it. Should it be blueprint (in CRM) or Zoho orchestly or some other app? Please provideTip #24: Convert jobs to Zoho Desk tickets from Orchestly
Do you want to convert your scattered customer queries in Orchestly to tickets in Zoho Desk, so you can focus on the queries/issues exclusively and keep teams informed on updates? Well! All you need is to implement custom functions - Create_Ticket_in_Zoho_Desk and Post_and_Update_Comments_in_Zoho_Desk , and get it all sorted! Orchestly's Custom functions allows you to create user-defined functions which helps you connect and automate processes, and also integrate with other Zoho or third-partyTip #23: Automate decision-making in workflows using Orchestly
A McKinsey survey states that an average employee spends more than 30 percent of their working time on decision-making. While big-bet decisions demand your time and resource, spending too much time on recurring decisions might end up pricey for the organization. What are recurring decisions? Decisions, small or large, consuming your time every day or every time an activity occurs, can be categorized as recurring decisions. Here are a few examples: Finalizing a vendor based on reviews and quotationTip #22: Parallel Transitions in Orchestly
Do your team(s) perform multiple business operations simultaneously in order to reach the next stage of the business process? Are you puzzled on how to take up the parallel activities while you design your process workflows? We received multiple queries on 'Parallel Transitions'. Few of them are highlighted below. "Is it possible to handle parallel processes in Orchestly? We have three teams working simultaneously to reach the next stage of the blueprint. How can we set it up?" "We requireTip #21: Increase user engagement using dynamic email content and attachments in Orchestly
Businesses often send out bulk emails like weekly newsletters, monthly event updates, promotional emails, surveys, beta access emails, product reviews, seasonal greetings, and so on. Even as the gist of these emails remain constant for all recipients, personalizations capture the audience’s attention and help brands connect with them. Orchestly’s email templates allows you to draft and send dynamic emails with personalized content and attachments to internal and external users. Email templatesTip #20: Onboard teams easily and assign access privileges in Orchestly
Onboarding a new software is very crucial for both the employer and employee. To make it smooth, Orchestly allows you to onboard your whole team easily and helps you decide the level of access privilege each employee must be provided. This can be done by setting the right Profiles and Roles to the employees. To give you a brief understanding, Profiles in Orchestly helps you define a hierarchy based on the responsibilities held by an individual in your organization. You can define the type of accessTip #19: Why should we set up criteria in Business Rules?
Business Rules in Orchestly help you automate your business processes by defining pre-defined actions that has to be performed when specific conditions occur. To do so, you can specify when the business rule is to be executed, and also add a criteria the rule has to match with. Business Rules can be used when you want to automate processes without a manual input, hence, quickening the overall process time, and letting you focus on the stages that are more important. What is the role of criteriaTip #18: Assign jobs to users dynamically using Orchestly
Note: The techniques mentioned in this article are Early Access features. If you'd like to try this out, please email our support team at support@orchestly.com. We'd be delighted to enable our new updates for you! Organizations run on different strategies. What works for one organization might not necessarily work for the other as the structure and approach varies. Similarly, even if we define a standard workflow for our teams, a few jobs might challenge the complexity of our workflow. AssigningTip #17: Stay informed of significant business impact using Orchestly
With remote working becoming the new norm, leaders across sectors need to stay updated of their business performance in the market to aid business decisions. Instead of awaiting virtual meetings from sales and finance heads to put forth the business status, organization leaders can themselves dig into the system to keep an eye on their revenue generating customers or set up notifications to monitor major updates. Orchestly recognizes such requirements and provides adaptable solutions for all businessTip #14: Move Jobs through Blueprints in Orchestly
While we automate processes with well-planned workflows, at times we might require jobs to go through several blueprints to accomplish a business process. To facilitate this, Orchestly allows users to move jobs between blueprints. It can either be done manually using the Move option or automated using Custom Functions. Let us explore the business cases to automatically move jobs between blueprints using custom functions. Case 1: Move Jobs to another blueprint when the current blueprint finishesTip #16: Why should we set up criteria in Blueprints?
Blueprints in Orchestly helps you create a replica of your offline processes. At every stage, the process is handed over to the next respective team/individual/role. You can then follow-up with notifications, and approach the right point of contactTip #15: Manage notifications you receive from Orchestly
Notifications help you stay informed of the updates in your organization. We understand that too many notifications might clog your inbox or mobile screen, burying important information from your view. To avoid this, Orchestly allows you to choose what you want to be notified about. Organization-level notification settings Orchestly allows each organization owner to manage the notifications sent to their users. This includes notifications for job activities, common transitions, and job comments.Tip #12: Automate recurring activities using Schedules in Orchestly
Until now, custom functions in Orchestly are triggered from Blueprints and Business Rules based on transitions or updates performed in jobs. To widen the scope of custom functions and enable users to trigger functions independently, without relying on the actions performed in Jobs, we’ve introduced Schedules. Schedules are used to trigger custom functions periodically or at defined time intervals, viz. weekly, monthly, and yearly. Let us consider a real-time scenario where schedules can be used.Tip #13: Create repetitive jobs automatically in Orchestly
Automating repetitive tasks allows us to improve consistency in the services we provide and lets us focus on other important tasks. It also eliminates manual errors and leverages time to increase productivity. Orchestly, in addition to workflow automation, allows us to create repetitive jobs automatically. This can be implemented using two different methods: Method 1: Create a new job when another job finishes Blueprints in Orchestly can be used to create a new job when an existing job is completed.Onboard faster with Orchestly's Tutorials
We are actively rolling out new learning materials to assist our customers onboard at ease and automate their processes effortlessly. On that front, we recently launched Tutorials for Orchestly. Tutorial is a step-by-step guide to help users familiarize the concepts of Orchestly and automate simple processes right from scratch. We’ve documented 3 such business processes viz. Order Manufacturing, Product Implementation, and Change Management. We're looking forward to document more customer-centricWe’d love to hear your thoughts
Orchestly has been successful in providing workflow automation solutions across different verticals for more than a year. We are constantly exploring new solutions for our customers in the form of new features and enhancements. We value customer opinionWork remote using Orchestly
As the current global pandemic forces us in the confinement of our homes, businesses around the world are looking for ways to automate and track their everyday work. We, at Orchestly, have been effective in coordinating our releases even from scattered workspaces using our very own orchestration software. Here's a sneak peek of how Orchestly helps our teams to plan, collaborate, and automate the processes. Product Manager's (PM) Blueprint Purpose: To approve new features, prepare UX design, develop,Tip #9: Enhance automation in your organization using Orchestly’s Function Gallery
More often than not, multiple teams collaborate to complete a single task. In such cases, work allocation between teams might turn laborious. For instance, in Zylker Corporation, once a deal is closed by the Sales team, the sale details are sent over to the Invoice team who in turn initiate a new job to generate bills for the customer. However, this process might encounter the following complications: Communication lag: On closing a deal, the Sales team must send the details to other allied teamsTip #11: How to optimize automation with Business Rules in Orchestly
Orchestly’s business rules received a recent facelift to accommodate multiple criteria and actions. You can now add up to 10 criteria for each business rule and configure instant as well as scheduled actions within it. If you are wondering how useful this feature could be for your organization, here is a quick business scenario to relate. Sam, a banking assistant, is assigned the task of screening loan applicants. On approving an applicant, Sam creates a new Job in Orchestly filling in the detailsTip #10: Notify external users about job updates using Orchestly
Orchestly keeps your team members well updated about the progress of each job in your organization. Along with your internal teams and users, your external teams like vendors, agents, or resellers can also stay updated via emails from Orchestly. Let us consider the scenario of Monica, head of procurement in Zylker Corp. Once Monica approves the procurement order, her team contacts their external vendors via emails or telephone calls to place orders. This communication is crucial as any delay inOrchestly Community Digest- January 2020
The new year has been a great start for Orchestly and we hope it’s been amazing for you too! Here’s a list of our updates from the past month. Product Announcements 1. Spreadsheets vs Orchestly to manage your organization Taking the leap from SpreadsheetsTip #8: Hacks to optimize your blueprints in Orchestly
Automating your organization’s workflows will be a piece of cake once you get to know the fine nuances of Orchestly. We’ve compiled a few of our tips here to help you get the best out of Orchestly. One layout, many blueprints Organizations have processes that demand a similar digital layout capturing user data but varied blueprints illustrating different workflows. For instance, while hiring a new candidate, the layout to capture candidate details will be the same for an experienced candidate andTip #7: Spreadsheets vs Orchestly to manage your organization
A conventional method of managing work in most organizations is via spreadsheets and documents. These software might help track the jobs at a basic level but has its setbacks. If you have been using spreadsheets/documents, ask yourself the following questions. Limitations of spreadsheets/documents How do you track the real-time progress of jobs in your organization? Are your spreadsheets user-friendly while collaborating with multiple users? Will you be able to view the recent updates to yourTip #6: Integrating Orchestly with MS Teams
As your business expands, so does your team. Establishing a connected workspace across teams where work statuses and updates are shared might seem quite challenging. But, Orchestly might have a solution for you. Integrating Orchestly with Microsoft Teams provides a platform for seamless collaboration where team members can share their suggestions, communicate progresses, and keep a track on the job updates from a single space. If your organization already uses MS Teams for team collaboration,BPMN support
Hi, I'm using BPMN 2.0 for business processes modeling and development. Will there be a tooling for upload or build diagrams with this Notation and execute it with orchestly? Best Regards and keep up your great work MarcusTip #5: Service Level Agreement (SLA) in Orchestly
SLA accords your employees with a sense of responsibility, ensuring timely delivery of work items in the organization. It also improves accountability within teams, encouraging individuals to complete their tasks well before deadlines. SLA in Orchestly allows you to set deadlines for stages and trigger escalations when the set deadlines are not met. You can send advance reminders about the deadline, set day-of reminders to prioritize everyday tasks, and send escalation emails when the deadlinePart of zoho One
Dear zoho team,there are some announcement that Orchestly is part of Zoho one. But so far, i am still unable to add them into my Zoho one. What is the schedule for that ?Tip #4: All you need to know about blueprints in Orchestly!
One major feature of Orchestly is our flowchart builder, Blueprint. Blueprint allows you to define and automate the complete workflow of your organization. It requires a simple, one-time set up. Let us explore the different aspects involved while setting up a HR recruitment workflow using blueprint. Set your stages Stages are the steps involved in your process. Begin your blueprint by defining all the stages in your recruitment workflow. Your actions are the transitions Once the stages are decided,Integrate Orchestly with our ERP
Hello Does Orchestly have the capability to integrate with our ERP (On Premise) via Web Services using Json / XML? For example, I want to create a job that allows me to approve an invoice from my system. I want to be able to search for the invoice using an API , obtain and show our user the header and the details of the invoice, let me send it to another coworker for approval, etc.Tip #3: Workflow orchestration for your business using Orchestly.
Our workplaces are going digital. The fading files and age-old papers are being taken over by slick laptops and tabs. Yet, the long-drawn emails requesting approval, never ending meetings to discuss responsibilities, rounds of follow-ups, and phone tags never seem to end. If this is how most of your team’s productive time gets eaten up, it's time to consider a workflow orchestration solution for your business. Workflow orchestration automates business workflows, ensures individual accountability,Tip #2: Get early access to integrate Orchestly with Zapier!
Our digital workspaces are packed with many applications. We run our projects, track issues, collaborate with co-workers and customers, and toggle between all our productivity suites everyday. A business orchestration software like Orchestly manages your workflows and data along with it. If you ever wanted to synchronize Orchestly's data with other applications you use, well, our wish-granting Genie heard you right! We’re integrating Orchestly with Zaiper soon. Zapier connects 1000+ applications,Tip #1: Automate your business processes using Orchestly
Today's organizations function like a modern-day Hercules. From juggling new ideas, to implementing and defining key features, the daily tasks can seem overwhelming. Our teams are smart, but the hustle between documents and spreadsheets might bury important tasks underneath a growing pile of work. We wondered if we could help streamline your processes. Orchestly, a business orchestration platform to design, automate, and analyze all your business processes focuses on everything from simple workflows
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Tip #29: Build your own custom widgets for Qntrl
Qntrl provides various real-world solutions that allow organizations to run their entire process using workflow automation. Besides the solutions we provide, we also let our customers play around with the product and develop unique custom solutions forTip #28: Using field title and label in Orchestly
Layouts in Orchestly allows you to create numerous fields along with its properties. Fields are usually created in order to facilitate and collect data from users, that can help organizations work on the tasks further. However, creating too many fieldsTip #27: Customize the sender’s email address for emails from Orchestly
Customers are the top priority in any business. Keeping the conversation alive is vital for every growing business. To improve engagement and collaboration between organizations and customers, Orchestly supports automated notifications and emails. TheseTips #26: Business Scenario for Orchestly's Custom Reports
There are times when some business activities and tasks are required to be managed and tracked diligently. At such instances, you can always create Orchestly's Custom Reports where you can drill down the data you actually wish to track and analyze. BenefitsTips #25: Monitor your organization's activities using Audit Logs
Large organizations often face challenges in monitoring the activities of their employees with respect to security and compliance while using a third-party software. Protecting customer data, ensuring appropriate access permissions, watching out for unusual
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Tip #21: Increase user engagement using dynamic email content and attachments in Orchestly
Businesses often send out bulk emails like weekly newsletters, monthly event updates, promotional emails, surveys, beta access emails, product reviews, seasonal greetings, and so on. Even as the gist of these emails remain constant for all recipients, personalizations capture the audience’s attention and help brands connect with them. Orchestly’s email templates allows you to draft and send dynamic emails with personalized content and attachments to internal and external users. Email templatesTip #17: Stay informed of significant business impact using Orchestly
With remote working becoming the new norm, leaders across sectors need to stay updated of their business performance in the market to aid business decisions. Instead of awaiting virtual meetings from sales and finance heads to put forth the business status, organization leaders can themselves dig into the system to keep an eye on their revenue generating customers or set up notifications to monitor major updates. Orchestly recognizes such requirements and provides adaptable solutions for all businessOnboard faster with Orchestly's Tutorials
We are actively rolling out new learning materials to assist our customers onboard at ease and automate their processes effortlessly. On that front, we recently launched Tutorials for Orchestly. Tutorial is a step-by-step guide to help users familiarize the concepts of Orchestly and automate simple processes right from scratch. We’ve documented 3 such business processes viz. Order Manufacturing, Product Implementation, and Change Management. We're looking forward to document more customer-centricWe’d love to hear your thoughts
Orchestly has been successful in providing workflow automation solutions across different verticals for more than a year. We are constantly exploring new solutions for our customers in the form of new features and enhancements. We value customer opinionWork remote using Orchestly
As the current global pandemic forces us in the confinement of our homes, businesses around the world are looking for ways to automate and track their everyday work. We, at Orchestly, have been effective in coordinating our releases even from scattered workspaces using our very own orchestration software. Here's a sneak peek of how Orchestly helps our teams to plan, collaborate, and automate the processes. Product Manager's (PM) Blueprint Purpose: To approve new features, prepare UX design, develop,
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