Solution Requirements: Offer a no code required environment for building and maintaining process workflows. Wizard based tools for creating decision trees with customization options like colors, themes, and ability to tie trees together. Functionality to test and simulate workflows, decision trees, integrations completely without involvement of production systems. Ability to download and/or export all decision trees, workflows into standard applications. examples: MS Word, MS Excel, MS Visio Demonstrated high reliability with stated expectations of downtime. Desired features: customizable templates; linkable content management; response history and reporting; intuitive organization and ability to share content across multiple teams. Analytics on frequency of decision tree & knowledge base utilization Ability to receive feedback from users on decision tree & knowledge base. Ability to suggest next-best actions for mistake-free resolutions. Ability to act as single source of truth across multiple channels. Convert complex and lengthy SOPs into guided workflows. Easy to use search capability within knowledge base with basic filters by title, category, publishing date, or last used. Ability to tag knowledge materials for use in training and onboarding.
