Tip #1: Automate your business processes using Orchestly

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 to complex activities. You can plan every detail and track the progress of tasks as they move through your team. 

Let us consider a real-time scenario. Amir runs a manufacturing company with an international customer base. Every customer request has to be processed, monitored, and delivered within the expected timeline. Tracking the requests manually might prove to be inefficient and time-consuming. So, Amir opts to automate the requests using Orchestly. 

Layouts

Layouts are online forms built to capture data from the customers. 
 
Amir creates layouts for different manufacturing services provided by the organization. Customers fill these digital forms to initiate new requests (read jobs).



Blueprint

Blueprint lets you design a step-by-step flowchart for your organizational processes using a drag-and-drop flowchart builder. 
 
Amir designs blueprints to support the different workflows handled by the organization. Blueprints can also be configured to assign responsibilities, trigger webhooks, and associate custom functions.



Jobs

Work items requested by the customers are called jobs. 
 
Amir’s customers can create jobs to initiate requests. These requests are assigned to individual users or teams in the organization. This helps users to ascertain accountability for every step in the process, identify the next step to be executed, and calculate the time consumed by each user in every step.



Reports

Reports provide powerful insights into the efficiency of the organization’s workflows. 
 
Using reports, Amir measures the time taken by each user to perform different steps in the workflow, identifies bottlenecks, and refines the processes to improve the organization’s productivity.



Orchestly thus helps Amir to plan, run, and monitor all the workflows on a code-free business orchestration platform. 
 
Orchestly will be a part of the Zoho One bundle in a couple of months. You can also manage your work on the go with our iOS and Android apps. 
 
Get a comprehensive view of Orchestly from our blog. Take a look at our help center for product related guidance. If you have any questions or suggestions, leave a comment below or email us at  support@orchestly.com



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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 templates
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                                                              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 business
                                                            • 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-centric


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