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Showing posts with the label Purchase order automation

Ticket Triage for Plex ERP: How Small BA Teams Decide What Gets Fixed First

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It is 7:40 am on a Monday morning and your inbox already has four Plex problems in it. A supervisor at one plant cannot print labels. An accountant at another company cannot close last month's books. Somebody - you are not sure who - reports that "Plex is slow." And a text message from a plant manager says a workcenter stopped recording production two hours ago. Four tickets. One of you. Which one do you touch first? If your answer is "whichever one I saw first" or "whoever is loudest," you do not have a support process - you have a reaction process. The fix is an old idea borrowed from emergency medicine: triage . This article covers what ticket triage is, why it pays for itself in a Plex ERP environment, the five-step pass I recommend for every incoming ticket, and the specific challenges that hit small Plex business analysts who support more than one company, in more than one location, at the same time. Listen to the podcast version of this post:...
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How workflow automation enhance collaboration , provides deeper business insights and create impactful work

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Workflow automation is a crucial aspect of digitalization in the workplace. In today's digital era, businesses are navigating a transformative journey marked by unprecedented technological advancements.   At its core, workflow automation is the strategic integration of technology to streamline and optimize business processes. As organizations strive for efficiency and agility, adopting automated workflows has become pivotal.  Digital Workflow Automation involves using technology to automate, streamline, and optimize business processes. It extends its reach across various sectors, bringing efficiency and precision to tasks that were once manual and time-consuming . Workflow automation has several benefits that can help businesses streamline their operations and improve efficiency. Manual data entry is tedious and opens room for small human mistakes that can have a big impact on your business. Workflow automation tools increase visibility of processes, reducing bottlenecks,...
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How Plex ERP workflows streamline your operations.

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A business workflow is a series of tasks that need to be completed in a specific sequence to achieve a particular goal . Workflows are useful for ensuring that important processes are done the right way every time.  Workflows can help you see places in your operation that can be automated, eliminate redundant processes and activities, reduce operational expenses, quickly respond to issues or problems, and automate processes. For example, you may want to define a process workflow for onboarding new employees to ensure that all new employees get the information, policies, and resources they need to do their jobs. There are two different workflow types that you can implement in Plex: Standalone Workflow A workflow that is initiated by the Request Management System and is used to automate an unique business process. Integrated Workflow Integrated workflows are available for the following modules and applications as of 10/2023 2-Tier Orders 3-Tier Customer Orders​ Accounting Jobs​ AP In...
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