Are your processes run on email, paper forms and memory?
- Requests are emailed around and approvals get lost
- Paper forms are filled in, scanned and filed somewhere
- Nobody can tell where a request is up to without asking
- Steps get skipped when someone new does the job
- Your procedures manual says one thing, your team does another
- Growing means hiring more people to push the paperwork
A custom workflow system is the answer
Every business has its own way of getting work done. Your requests carry their own details, your team needs to see them in particular ways, and they follow your steps and approvals. Off-the-shelf workflow tools give you their version of all three. A custom workflow system is built around yours.
- Applicant
- Dunsborough Surf Co
- Vehicle
- 2024 Toyota HiLux SR5
- Term
- 60 months
- Credit check
- Passed, 21 Oct
- Approver
- Priya, over $50,000
Your data
Applications, requests, documents, checks and the details that change from case to case. Your workflow system stores them the way they really are, with the links between them, rather than in email threads and spare fields.
Displayed your way
Task lists, queues and reports laid out the way your team thinks about the work, so everyone sees what's waiting on them and managers see what's stuck.
Following your process
Your steps, checks and approvals, in your order. Each request moves through the sequence you've set, so procedures are followed every time.
Would you like to see a workflow system tailored to your business?
Show us how your process works today: your forms, your emails, your checklists and reports. In 2 to 3 days we'll show you a free mockup of a workflow system tailored specifically to your business, and how it solves your biggest problem.
Show us what you do now
A 30-minute call where you walk us through your forms, spreadsheets and process.
We tailor a mockup to you
In 2 to 3 days, the key screens of your workflow system, built from your own steps, approvals and terminology.
We show you
We walk you through it and how it solves your biggest problem. No cost, no obligation.
What your custom workflow system can do
Online forms
Customers and staff enter requests directly, with the right questions for each type, so data is fast and accurate from the start.
Your steps, your sequence
Each stage named the way your team talks, in the order your procedures require.
Approvals
Requests go to the right person based on your rules, such as value or type, and can be approved from a phone.
Tasks and reminders
Staff are told what to do next and reminded before anything goes overdue.
Document generation
Quotes, agreements and letters produced from your templates with the details already filled in.
Integrations
Connected to your accounting software and external services such as credit checks, so details are entered once.
Audit trail
Who did what and when, recorded against every request, so you can show procedures were followed.
Workflow reporting
Volumes, turnaround times and bottlenecks by step or by person, without building a spreadsheet.
Learn more from our director
Why should you invest in a custom workflow system? After years of experience working with hundreds of different industries, hear why from OneIT's Director, David Barton.
What it does for your business
Improve efficiency
Stop the wasted effort of chasing emails, re-typing forms and asking where things are up to. Tasks are automated to guide your staff, so you can take on more business without more staff.
Reduce mistakes
When procedures aren't followed, it costs you in rework, risk and unhappy customers. Required steps and checks mean nothing moves on until it's done properly.
Complete visibility
See every request at a glance: where it's up to, who has it and what's overdue, from a simple dashboard through to detailed reports.
Standardise processes
Staff forget, make mistakes, or the process changes and they need retraining. A workflow system that imposes your sequence of steps is like a set of guardrails, so everyone does the right thing at the right time.
- Online applicationsCustomers enter their details directly online.
- External integrationsAutomatic links to external services such as credit checking and accounting.
- Document generationPaperwork produced automatically, including estimates and legal agreements.
- Workflow trackingMonitoring and control over every step of the application process.
Streamlined loan applications from quote to settlement
“Thanks to OneIT, RAC Finance has been able to deliver a cutting edge loan approval system which has streamlined our loan processing and delivered remarkable savings in time and costs.”
9 happy clients, in their own words
We partner with companies of all sizes, all around the world. See what a few of them have said about our service!
Thanks to OneIT, RAC Finance has been able to deliver a cutting edge loan approval system which has streamlined our loan processing and delivered remarkable savings in time and costs. OneIT took time to understand our business needs and developed a solution that enables us to deliver superior customer service.
Watch the video 1:44: Ailsa EarlyWhereas now that we have our dedicated software, we can start the reports a few days before we need to submit, instead of having to, you know, start back all that way back and use all those admin hours to process it all.
It's been so satisfying for us to have an end product that does exactly what we need it to do.
Watch the video 1:42: Gerard CarrollYes, I definitely recommend OneIT to anybody. The whole process of working with OneIT has been excellent.
OneIT have provided us with a professional, bespoke software solution that genuinely fits our business systems and brings far greater consistency, efficiency and synergy between our people and processes. From the very beginning they demonstrated evidence of successful outcomes, along with referees we could speak with, which gave us confidence in their capability and approach. Their processes are rigorous and well structured — from initial scoping, to building prototypes, through to going live with the final system. What stood out most was their ability to work in true partnership with our team, developing in synergy with how our business actually operates. Unlike off the shelf subscription programs that force you into a one size fits all model (and often leave you waiting in a development queue for changes that rarely progress as intended), OneIT gives you the freedom to evolve your system as your business evolves. Knowing we can adapt, refine and expand our platform without being constrained is a major advantage. Highly recommend OneIT for any organisation looking for tailored software that delivers real operational value and grows with your business.
Magic is the politest way I can put it; Dave was blown away when I took him around the business; risk involved with using offline processes was scary - the solution - It's just magic, it really is.
Once the project is given undivided attention, the team are extremely efficient in turning around the job. URGENT jobs are always turned around in a timely manner which is much appreciated.
Very glad to have chosen OneIT as our supplier for our latest project. Their scoping process and feedback ticketing system has ensured that we have the exact end product we wanted. Had we chosen somebody else, I feel we may not have had such a smooth journey. Definitely recommended and we will use OneIT for more projects in the future.
Prior to the implementation of the system OneIT provided on-site training to all States and Territories involved in the project. This allowed for a tailored training approach for each Office. Throughout the process the team at OneIT were committed to developing the best quality product for each Kidsafe across Australia. They always operated in a timely and professional manner and were very accommodating when meeting the needs of multiple stakeholders.
Watch the video 3:12: Alex WilliamsHowever, we certainly have gained quite a few fte, so full time equivalent in staffing through the efficiencies that have been introduced into the system.
And instead of giving us reasons why you can't do it, you endeavor to find solutions on ways you can deliver that particular feature or deliver within the timeframe or whatever the focus is of what difficult thing we're asking of you guys.
Watch the video: Jane JenkinsMy experience with OneIT has been fantastic. I couldn't thank them enough for rescheduling meetings when I haven't been able to attend at short notice. And being patient with me on really scoping out exactly what it was that we needed to get this asset register up and running.
Book a free consultation
Contact us for a no-obligation free consultation with one of our customer service managers, who will take the time to understand what you're looking for and whether we're a good fit to provide a solution.
As well as a free consultation, we include
A little bit about OneIT
In 26 years, we've helped hundreds of companies in Perth crush their problems and jump up to the next level. We'd love to help you do the same.
- Years of experience
- 26
- Happy clients
- 500+
- Projects delivered
- 1,500+
- Staff
- 80+
- ExperienceFrom large companies to small in a variety of industries
- Complete solutionsComplementing your business strategy and integrating with your systems
- Peace of mindOne point of contact with satisfaction guaranteed
- ValueWhat you want and need, on budget and on time