Q360 Is the Best Workflow Tool for Integrators

Posted on April 14, 2021 in Automate Operations ,Business Process Improvement ,Q360 by

What does it mean that Q360 is a business process management and workflow tool?

Workflow ToolWhen you look at an integration business in terms of workflows, Q360 helps to organize data so processes can be standardized across the organization. This allows integrators to reduce risk and create predictable outcomes.

In today’s video, Tofiq Indawala, Director of Product Management, and John Graham, the Executive Vice President of Solutions360 share how Q360 helps integrators achieve this within their organizations.

Q360 takes an end-to-end holistic approach to create business processes and set expectations between each department.

Information flows from one part of the organization to the next, and there are interdependencies between each department. Keeping this in mind as processes are created, fosters greater harmony between these departments.

One area of business, let’s take sales for example, can’t operate independently to create a departmental outcome, while completely ignoring how operations, accounting and finance are going to use their data.

 

Q360 improves hand offs between roles and across departments

Hand offs are truly imperative when you’re trying to create efficient workflows.

If you look at the major hand offs in an integration business, such as when the sales team closes a deal, then it’s up to operations to deliver. There is a tremendous amount of information contained within that sales domain. Getting that information across to operations is typically sort of haphazard, with lots of documents moving back and forth.

With Q360, there is no more duplicate data entry!

Not only is this a big time-saver, but re-keying information is a very error prone activity.

Eliminating duplicate data entry is one of the most efficient process improvements integrators can make. This increases data integrity by reducing the number of errors, plus integrators have real time visibility of all their information. There is no lag time waiting for somebody to re-key data.

 

“When the sales team closes a deal, Q360 creates the project from the sales information. Literally with one-click, the operations department can read all the sales notes, which means you maintain data integrity. And, it’s in real time, so there is no going back and forth to request information from salespeople. Q360 provides a very elegant hand off that way.” John Graham

 

Another critical hand off that Q360 handles very well is from operations to the service department.

The service department will know all the equipment, the serial numbers, where that equipment is located, and they’ll have all of those attributes because Q360 systemizes that hand off. This means the service department will have complete information with the context of what happened during the project.

 

Examples of visually oriented workflows in Q360

 

Workflows Tool - Sales to Operations

Sales to Operations Workflow

 

These visually oriented workflows are like the Q360 dashboard tool, but this very much is a workflow tool. There are different sections, and you can see the movement of work through the sales department.

Another workflow example is purchasing to accounts payable.

 

Workflows Tool - Purchasing to AP

Purchasing to AP Workflow

 

In this workflow, with one click you can easily see the number of items that need to be purchased, and there’s no data entry required for purchasing. Purchase orders are created, they’re confirmed, they’re issued, and you can also link over to accounts payable.

So, if you work for both departments, then you have this sort of a hybrid workflow, where you see the two different sides of what’s happening. This allows you to visually see work as it moves through the organization.

Q360 creates one version of the truth

Using the workflow tool in Q360, the system maintains data integrity in a way that creates one version of the truth.

What did we quote?

What was the original price?

What is the current price?

And what do we have to bill?

The system manages it.

It’s not a matter of somebody taking the quote and keeping the bill of materials up to date on a spreadsheet…And then we don’t purchase something because it was being managed on a spreadsheet that didn’t get updated. Then how do you know the correct amount to bill a customer if all that information is outside of the system?

Having one version of the truth that allows integrators to be predictable in their business operation.

In most integration companies with disconnected systems, you are really depending on your people to do the right thing at the right time. And if somebody drops the ball, it creates challenges. But using Q360 as a workflows tool, the system shows you visually what’s going on in a workflow, which safeguards that problem.

 

Watch the video for the full demonstration of the visually oriented workflow tool in Q360:

Q360 is the Best Workflow Tool for Integrators

 

 


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