Redesign - Advanced Workflow
Advanced Workflow is a business process management (BPM) toolset within Sugar Enterprise and Sugar Ultimate Editions. It is a key differentiator between our competition and us by having BPMN 2.0 compliant tool inside the core of our platform. This new feature set allows administrators to streamline common business processes by managing approvals, sales processes, call triaging, and more.
Advanced Workflow Redesign is to improve the overall user experience to enhance on boarding and to better align with our customers that are not as familiar with BPM, and amend certain areas of the product to better align with the needs of Enterprise companies.
- Even though it is incredibly flexible and powerful, it is not very user friendly, since it wasn't originally designed by UI/UX.
- It requires higher understanding of both CRM and BPM, which can be pretty complicated.
- There are thousands of different use cases and edge cases which are dependent on the enterprises’ size and client customization.
- Getting an accurate usage data can be pretty tough, since only 30% of our users are using sugar on-demand or in the cloud.
Current Advanced Workflow Navigation Chart: It is composed of 4 different modules which are Process Definitions, Process Email Templates, Process Business Rules, and Processes. It is difficult for users to navigate to other module back and forth.