Documentum or Alfresco – Simple Workflow in HPI

As discussed in previous posts related to our Active Wizard product here, here, and here, TSG has always preferred a form-driven dynamic workflow for document review and approval.  This is especially true for our regulated clients (ex: Pharma, Energy) that utilize TSG’s Compliance Solution.  However, we’re seeing more and more clients outside our regulated industries that want to enable workflow using a template approach without needing a form to drive the workflow process.  For these clients, TSG is happy to announce the Simple Workflow module in HPI.

The Simple Workflow module is different than Active Wizard in that it relies on the more traditional workflow template approach.  Consistent with the Active Wizard, however, we are utilizing the Activiti Workflow Engine to drive the workflow process.  This allows us to support both our Alfresco and Documentum clients with one code base.

Watch the following video for a quick overview of how the Simple Workflow module works in HPI:

In the video above, we’re using the following Activiti Template to route the policy contract document:

Simple Workflow Template

We’re excited to work with our clients in the upcoming months to enhance the Simple Workflow module – both in building new features that can be integrated into the core product, as well as additional workflow templates that make sense for all of our clients that utilize HPI.  Let us know your thoughts below!