Feature Spotlight: Process Enhancements

JANUARY 24, 2020

BY Allison lasley

As part of our Practifi Shiraz release, we enhanced many of Practifi’s existing process functions. With these improvements, it’s easier to not only build better business processes, but also easier to visualize the progress of each. Once you get started, you’ll be spinning up new processes and outcomes on the fly!

Increase Productivity with Process Enhancements

We’ve provided more details below on a few new process enhancements. If you have any questions on how to take advantage of using these new features, get in touch with your Client Success Manager.

Ensure dependencies are met step-by-step with Predecessors


Now you can further streamline your workflows by enabling predecessor steps. Ensure dependencies are met by creating steps that need to be completed before another step begins. Define the action required to enroll in each step, and the desired outcome of each step to achieve your goals. 

Put your processes into context with the Progress Indicator

With the new visual progress indicator, now you can easily see what stages your prospects, clients, and other contacts are in, according to the respective process step. The number of stages shown in the indicator will depend on how many stages are in the process they’re enrolled in. Just jump in the Wizard and get started! 

Use Process Type Stages to make your workflows fit for purpose

Now you can define your process steps directly within Practifi. This will make it easier for you to see how your prospects, clients and other contacts are progressing and support your overall business process management goals. You can also assign a stage to each step, which will automatically appear in the new visual indicator.  

Interested in learning more?

These new process feature enhancements were released in Practifi Shiraz. You can view the full release notes here. If you’re interested in learning how to make the most of these new features, please reach out to your Client Success Manager. If you’re interested in learning more about Practifi, contact us today

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