Take the case of Helen, the head designer at her company. Helen and her team handle brochure, UI icon, and visual effect designs that are requested by teams like marketing and user education.
help you channel all the data about a particular set of tasks in a single place. Design your form in Qntrl
by adding the necessary fields to procure data from the users most likely to raise a request using Card.
How does this help Helen?
Helen can now create forms for every task that her team performs. She can also restrict access to certain fields like 'Brochure feedback'
from specific members of the team.
helps you decide the flow of your process. You can design a flowchart pipelining individual
that build a path to reach these stages. This helps even new members of the team adapt to processes quickly.
Helen's process on the canvas
Now, Helen creates a blueprint for her process. In the above screen, 'Brochure in progress'
Design completed' are the stages. 'Begin brochure design'
and 'Complete brochure design phase' are the transitions.
When a user wants to request your orchestration, they can create a
. The progress of this card can be monitored at any point of time in Qntrl.
Amy gets her work done.
When Amy, the marketing lead, needs brochures for her upcoming campaign, all she has to do is create a card. Amy adds a card under the 'Brochure design workflow'
by filling in all the necessary details in the form created by the design head, Helen.
help you gain insights on your organization's progress. We provide you with a set of default reports but you can also design your own custom ones.
Helen's bird's-eye view
Using default reports Helen can:
If you'd like a personalized walk-through of our data preparation tool, please request a demo and we'll be happy to show you how to get the best out of Zoho DataPrep.
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