Tip #40: Prioritize and automate Business Rule execution in your organization
Business rules
, in an organizational approach, provide procedural steps to certain actions or inconsistent outcomes when business operations take place. This provides an outline on how a business will operate if some pre-defined actions occur.
When the right business rules are set in the workspace by the admin or other supervisors, there is efficiency, consistency, and more predictability to ensure that work moves forward in the right direction. However, managing business rules can become quite tedious if we do not automate the entire process, and this is where Qntrl makes it easier to handle.
For instance, Sylvia, an accountant in Zylker, used to review invoices and manually escalate cards based on the bill amount to different users. Now, she uses Qntrl's Business Rules to automatically perform the activity which saves her more than a day's work.
However, at times Sylvia has several other considerations to make. For example, invoices may have to be re-assigned to employees based on their work timings. So, she creates another business rule to handle such situations dynamically.
After creating both the business rules, it is necessary to ensure that both the rules are given the right priority. For example, rule 1 has to be given higher priority than rule 2 in order to handle the whole scenario in the right direction.
You can reorder the priority of the rules by clicking on the icon (as shown in the image above), and then drag and drop the lower priority business rules below the higher priority ones. In this case, "Assign invoice based on shift" business rule below "Invoice of orders".
Ensure that the business rules have the right priority in order to allow the card to understand which rule it needs to consider first. We hope you find this article helpful.
Let us know how you have set priority in business rules to automate your business process. In case of any queries or suggestions, please leave a comment below or email us at
support@qntrl.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 templatesQntrl's 2023 year in review
This year has been all about analyzing our customer feedback and building a resilient and solution-driven product from it. As a result of this work, we're happy to announce that a whole new version of Qntrl is getting ready for release soon. This newTip #61: 5 different ways to create Cards in Qntrl
Qntrl supports an array of features that covers everything required for business orchestration, from process automation to business advancement. Cards, being the elemental feature of Qntrl, record all the details of a particular task from the beginningTip #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-centric
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