Perceptive’s Workflow is a powerful tool, but can be too rigid for every application. This webinar hosted by Alex Lindsey will explore using Tasks for a more flexible ad-hoc workflow, and will discuss their benefits, best practices, and scalability.
Hello and welcome to RPI Consultants day two, our summer webinar series. Today we’re gonna be talking about tasks and perceptive content. How, why and when to use them. My name is John Marney, and this is our main presenter, Alex Lindsey.
First, a little bit about RPI for those of you who may not know about us. We’ve been working with the Perceptive content platform for around 16 years. We’ve also been working with the Kofax products for a long time as well, for a good chunk of that period. Within the last year, we have started our partnership with Hyland and have been getting familiar with those products. We recently brought on board a senior architect, Sydney Isle, to help with our training and getting us familiar with those products to deliver.
We have around 20 team members in our Perceptive or imaging practice. We’re based here in Kansas City. The remainder of the company, around 70 people, focus on the Infor Lawson products. We have our headquarters in Baltimore and we also have an office in Tampa.
In a lot of the work that we do, again, primarily around Perceptive, but we really get into that Kofax and Hyland space right now but eForm and iScript development, however big or small, if you have modifications to an existing or want just an extra iScript for any other function, we can do that. Workflow designs and redesigns, I do quite a bit of that myself, I really enjoy it. Upgrades and health checks if you want us to take a look under the hood of your solution. Security audits, migrations, and we also have a great clinical and HL7 staff.
For our Bios that we’ve included this time, again, my name is Alex Lindsey, I’m a senior solution architect, I’ve got over five years of experience with the Perceptive product suite. Pretty much seen everything at this point. Do complex solution designs, tons of integrations with different ERPs and other applications. I love to find efficiencies and I also love a dram of whiskey every now and then.
Of course, my name is John Marney, I’m our manager of solution delivery here on the imaging team. More years of image now in Kofax experience than I care to admit, I wall talk your ear off about our yoga products. Hopefully you joined us yesterday for our webinar on yoga SMS, and do not even joke with me about Game Of Throne Spoilers, I’m dead serious.
Everyone dies. Let’s get into it ’cause we have a lot of content to cover here. What are tasks? Essentially, they are an action based workflow item. A task can be assigned to a specific user tied to a specific document asking them to perform some kind of action. These re great for exception handling, things like that. There are no extra licenses and one of the big benefits of tasks for doing user actions and things like that is that you can customize the language to be specific to what you’re doing.
It’s important to keep in mind that this is different and separate than the typical