Paper documents are unable to dynamically change the questions based on previous answers and cannot automatically re-route the document for the proper reviews and approvals based on the data within the form. Electronic versions of these forms tend to have more validation, but do not walk the user through a customized series of questions and approvals based on answers to these questions. This results in additional work for the users or mistakes in the process.

Clients are using the Active Wizard to create a series of simple questions with multiple paths and branches to complete a process without requiring programming. Additionally, workflows are dynamically constructed based on the answers to these questions. There are a wide variety of applications for this including:

• Contract Development and Approval
• Manufacturing Change Requests and Approvals
• Engineering Change Requests and Approvals
• Procurement Processes
  • Purchasing requisitions, purchase orders, and receipts processes
  • New supplier evaluation and supplier quality approvals
  • Procuring Items Globally
• Quality Processes
  • Quality checklists and processes
  • Receiving inspection and sampling
  • Nonconforming material and corrective actions
  • Six Sigma project checklists
• Metrics Management
  • Sales and Marketing
  • Marketing collateral development and approval
  • Cross-sell opportunity checklists
  • Opportunity collateral repository
  • Competitive analysis
• Opportunity Analysis
• Alternate item evaluations
• Visual work instruction development
• Customer credit holds
• Customer service and complaint management

Active Wizard Solution

The Active Wizard provides a next-generation Active Document approach to electronic forms (e-forms) and workflow that support and manage your processes. This is accomplished with two powerful modules:

ActiveForm - Dynamic e-Forms Module - An electronic form is separated into specific steps with a unique wizard approach to allow the user to navigate backwards and forward through each set of questions. Users only see relevant questions without the distraction of viewing non-relevant questions;

Benefits include:

• Simple Forms Completion - End users are prompted to answer questions through the intuitive wizard interface.
• Simple Administration - Administrative users are able to quickly create new question wizards.
  
• Documentum Extensions - Documentum Objects can be attached to the question flow (supporting documents) individually or as the result of answers. (Impact Analysis)
  

ActiveWorkflow - Dynamic Workflow Module - A workflow is dynamically constructed based on system rules.

Benefits include:

• Workflow Preview - Initiators have the ability to see who will receive the workflow before the process is initiated and make data or reviewer modification. (Signature reduction capabilities)
• Single Update - Business rules can be updated in one place and applied immediately.
• Delegation - Individual groups can maintain rules. Documentum Interface Connectivity creates consistent access from e-forms, Webtop and Portals.