Workflow Management

Enquire Workflow Management provides pre-defined workflows to optimise your business processes, and the configurability to create or edit existing workflows to meet new challenges as they arise.

Enquire’s workflow module capability can be configured to execute any system action or event.

A system action or event can include:

Data updates
Status change
Document generation
Integration trigger
Email notification

A workflow provides a repeatable, pre-defined set of actions a user and step owners require to progress a system event.

Enquire implements workflow such that the system controls the:

Order actions are performed in
Users who can perform user actions
Recording of the results of actions.

The Administration Portal provides the ability to configure workflows, based on system actions that are have already been pre-configured and tested by Tactiv.

Enquire’s workflow module provides the:

Framework for workflows to be configured
Tools for workflow administrators to configure specific workflows
“Engine” that performs the actions according to the rules
Tactiv pre-defined or client specific system actions that have been agreed
Controls on the conditions that allow a work flow to be started (or submitted)
Ability for authorised Enquire users/ roles to interact with workflows that are executing
Ability for the system to record responses to workflow actions and to view the state of data involved in the workflow action as at the time the user responded to the action.

Try this feature and others for yourself with our free product tours.

Key features

Enquire makes managing funded projects and impact reporting easy with a wide range of ready to use no-code features that streamline administration, improve program visibility and automate reporting management.

Business Process Management

Budget and Finance

Template and Data Configuration

Contacts and Clients

Performance and Reporting

User and System Management

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The Enquire difference

End to end lifecycle management

Enquire connects the dots throughout your lifecycle management with purpose-built processes to keep your programs running smoothly – from application, to assessment, to acquittal. With a powerful e-form builder to collect the information you need and business process workflows to speed up processes such as project reviews, document management and client reporting, Enquire makes end-to-end project delivery a breeze.

Configurable and scalable

Enquire is adaptable and configurable to changing business processes and battle-tested to get your programs off the ground fast, scaling up and down based upon your organisational requirements. Configure templated notifications, workflows and automations to streamline your programs and maximise their efficiency – reducing the time, money and effort of developing project assets.

User-centric cloud solution

Enquire’s cloud based no-code design and simple interface account for a range of end users – from program managers to non-profit staff and applicants. With access split between an internal management portal and external client portal, intuitive navigation is baked into every function and Enquire’s forward facing design supports all users as they complete their applications, reports and assessments.

Outstanding reporting capabilities

Take complete control of the narrative around your organisation’s impact with configurable and targeted reporting indicators. Enquire was purpose-built to effectively communicate how funding is spent in government and for-purpose programs – going beyond the dollars by linking costs to tangible outcomes that our users define. We enable organisations to tell compelling stories about the good they do, helping them secure future funding to expand their impact and deliver greater community outcomes.

Enhanced collaboration

Understanding the relationship between funding organisations and their applicants, Enquire supports all users to get more done together. Scheduled or automated notifications, workflow comments, and emails and alerts streamline communication with beneficiaries and stakeholders for complete transparency. Roles-based permissions and auto-reconciling information increases auditability and data accuracy.

Best practice standards

Enquire practices a collaborative and involved working relationship with our clients, resulting in 15+ years of client feedback-based and industry best practice development. We simplify all of the complex client-facing processes that create bottlenecks throughout the project lifecycle, rather than applying patchwork updates to individual processes like most overspecialised prosumer vendors.

Do more with integrations

Enquire is adaptive and ready to use with your existing systems, including Microsoft Office and other tools. With financial management and additional integrations, a natively responsive design ensures users can access all their information they need across mobile, tablet and desktop from their web browser.

Full support and training

Training comes customised to your organisation’s needs either in-house or web-based. You can request training as part of the Enquire program implementation or on an as-needed basis. Support is available 24/7 through the Tactiv Client Support services help desk. Software upgrades are included with standard support.

Workflow Management

Improve business processes and interaction with applicants, clients, vendors and other stakeholders with configureable workflows.