Banking BPM and Why a Point Solution is Not Recommended

Bank and financial institutions operating in the retail world are in an exceptionally tough environment. Regulations and compliance are daunting, loaded with extensive complexity plus they are ever changing. Customer attrition rates are exceptionally high with the commoditization of products and services, plus the financial crash seriously dented confidence in the sector as a whole. The general response from the banking industry has been to invest heavily in new technologies, focused on winning and retaining customers and keeping them coming back for more. There have been two approaches to deliver value: to develop in-house point solutions, and then seek to... Read More »

JobTraQ’s Top Tips for Quality Testing

A major criticism leveled at project teams is lack of testing, and this is a fair criticism in my view. Too many times I have seen the test phase glossed over, or some sort of half-hearted effort is made as an afterthought. The main culprit for poor testing is a failure to adequately plan properly, and the responsibility lies firmly with the PM for not being disciplined in their approach. Poor testing means poor product. Poor product means a poor reputation – yours! 1. Plan for Testing! After the above this sounds obvious, but it is so fundamental and such... Read More »

Why Effective Workflow Automation is Crucial for Successful Business Performance

Team collaboration across diverse processes and departments is achievable, but not without collaboration between effective workflow design and great task management. JobTraQ was first conceived as a task management tool with automated workflow capability. The reason why we paired task management and workflow automation at conception was simple: we understood the need to be great at both! The reason for being great at both was simple – you can’t achieve true, effective team collaboration if you don’t have effective workflow, and you cannot have effective task management without effective workflow. The key is to be able to create effective workflows... Read More »

Can A Project Workflow System Be Deployed Without Pain?

Project workflow systems allow businesses to streamline and optimize business processes, and they form a key component of Business Process Management (BPM) solutions. They are especially powerful when combined with effective, collaborative task management functionality and real-time visibility on workflows. Traditional project workflow solutions, particularly when they are part of a larger BPM solution, are notoriously expensive and frequently take a huge IT effort to deploy. Even with a relatively smooth deployment, there are frequently issues and a sense of failure to meet organizational expectations. Closer to the norm is a huge cost, frequently more than anticipated, deployment headaches, a... Read More »

Automate Business Workflows Without the IT Department

When you are looking at workflow solutions, a major issue is the deployment and the need to bring in a frequently stretched IT department to handle the work. Many IT departments are heavily engaged in taking care of existing infrastructure, typically with 80% of their time, resources and budgetary allocation tied up in this, leaving a small slice of time, budget and resources available for projects. Your workflow project may be a great idea, but it has to compete with the other projects IT is being asked to implement and they have constrained capability. But what if you didn’t need... Read More »

How To: Deleting Users in JobTraQ

It is inevitable that a JobTraQ user will need to be deleted so that they no longer have access to JobTraQ. Fortunately, JobTraQ is able to handle such a situation without losing any data that the user was working on. This means that any data including tasks, audit trail history, comments and any other work will be preserved. To delete a user, you will need to search for the user in the Contacts page. Once you have click on the Users Profile, scroll down to the bottom right hand corner and click on the delete icon ( ). Once you... Read More »


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