Prestavi Review

Prestavi streamlines business process management step by step for customers, suppliers, and employees. It allows you to create customized workflows with a simple yet powerful drag-and-drop editor. Team members can access the drag-and-drop workflow editor, manage assignees, and configure user access rights. It helps administrators eliminate repetitive tasks, systematize workflows, measure bottlenecks between teams, and much more. The platform ensures compliance with GDPR (General Data Protection Regulation) and HIPAA (Health Insurance Portability and Accountability Act) guidelines.

PRESTAVI – TUTORIAL

PRESTAVI – FEATURES

• Create and scale your business processes: provides the easiest and most intuitive way to visually describe your business processes. Customized for your organization, each step can include various options such as assignments, access control, content, and routing.
• No need to be a formula expert: routing between elements in your workflow can be as simple as moving from one step to the next or as complex as using multiple conditions that include variables from external data and everything in between.
• Add a variety of content to your workflow steps: each stage can contain content that one or more people can view or complete. The solution offers a variety of content types, including formatted text, forms, tasks, images, and formatting options like lines and spacers. You can even display content blocks only when specific conditions are met.
• Powerful user assignments: assign one or more specific people to a step, assign an entire role, or even someone who completed a previous stage.
• Allow external access for specific stages: if your process involves people outside your organization, grant them access to complete one or more specific stages via a unique link.
• Always route to the correct destination: automatically collect the necessary information to route processes between stages and ensure they are always sent to the right place or person.
• Show users exactly what they need to know: avoid wasting time by having users open multiple applications—display all relevant information directly within the process they are working on.