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workMETHODS Process Platform

WHAT IS workMETHODS Process Platform (WPP)

Automate Processes Faster Across Your Entire Business

workMETHODS Process Platform (WPP) brings forms, workflows, and reporting into your Microsoft 365 environment. Business and IT teams can use it to assign tasks, manage approvals, and track work across departments.

Reduce business operating costs
Less Manual Work

Reduce repeat tasks and manual handoffs so your team can spend more time on work that needs their attention.

WPP Process Automation
Higher Productivity

Use AI assistance to extract and check document data within your workflows.

Business Process Automation
Consistent Workflows

Apply the same routing rules and approval steps each time a process runs.

CORE CAPABILITIES

Build, Run, and Manage Your Workflows

Use these capabilities to connect teams, automate process steps, and manage access to business information.

Unified Workflows

Connect the teams and systems involved in a process. Give each task an owner and a defined next step.

Connect team tasks with the business systems used in each process.
Route tasks to the right person using defined business rules.
Show managers the status of work across departments.
WPP unified workflows

End-to-End Automation

Automate the steps between a request and its completion. Track progress as work moves through each stage.

Pass work between teams through automated workflow steps.
Reduce delays in requests, reviews, and approvals.
Track process status and performance in dashboards.
WPP end-to-end automation

Low-Code Flexibility

Build and update workflows with low-code tools. Reuse components when teams need similar forms or process steps.

Let business users configure forms and workflow steps.
Reuse components to reduce repeat development work.
Adjust workflows as your processes and work volumes change.
WPP low-code workflow builder

Native Governance

Control who can view information and complete each step. Keep process records to support reviews and audits.

Use roles to control access to tasks and information.
Apply consistent process rules to support compliance requirements.
Record approvals and decisions for later review.
WPP native governance and audit controls

Give your team the tools to build workflows,
manage tasks, and track results.

Book A Discovery Session

Why Choose WPP

Why Mid-Sized Companies and Large Enterprises Choose WPP

Rapid Automation

Use low-code tools to build workflows and reduce the amount of custom development needed.

Process Control

Define how work moves between teams. Apply consistent rules to requests, reviews, and approvals.

AI Assistance

Use AI assistance within your processes. Keep people involved when a result needs review or approval.

Total Visibility

See pending tasks and process status in dashboards. Find delays and decide where support is needed.

Audit Readiness

Keep records of process activity and decisions. Use this history to support internal reviews and audits.

Data Security

Manage workflows in your own Microsoft 365 environment. Use access controls to limit who can view or change information.

OUR IMPLEMENTATION STEPS

How We Set Up WPP for Your Team

Working_process
Map Processes

Review your process and identify its tasks, owners, approval steps, and business rules.

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Route Tasks

Configure rules that send tasks to the right team at each stage.

Working_process
Set Controls

Set user roles, access permissions, and process records for review.

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Launch Workflows

Test the workflows, prepare users, and launch with dashboards to track progress.

Trusted by Leading Brands Worldwide

Fannie Mae client logo
University of Virginia client logo
Bayer client logo
Coldwell Banker client logo
Navy Federal Credit Union client logo
Ericsson client logo
American General Life Companies client logo
Dubai Airport Freezone client logo
Banque Saudi Fransi client logo
Johnson and Johnson client logo
Global Tel Link client logo
Sprint client logo

Our Products

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workMETHODS CRM

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SIYA AI Agent

Classify documents, extract key information, and check the results. Send document data to your business workflows.

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PLATFORM PREVIEW

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