Maximillian Workflows

Features our platform provides

Data Collection

Do you wish to collect data from thousands of users using wizards that gather, validate and respond to user input at the point of entry?

This feature is great for

• Workflow initiation - Users wish to engage your business in order to commission a service whether that could be renovating a backyard, or purchasing a house. Your first problem is to collect the necessary data.
• Workflow processing - Staff members adding value to a workflow in support of a business process by supplying and enriching data associated to the case, whether that be by scheduling work that needs to be done, or submitting document artefacts.
• Online surveys - Marketers collecting data from a sample group of users in support of a marketing campaign or customer satisfaction survey.

Our platform provides the capability to define Wizards which are a series of web pages or Forms that collect data from users. We can present any data previously collected, on the page, or use the data in further data validation or page routing. There is simply no better system available to business outside of bespoke software development.

User Account Management

Do you wish to have your customers register online for an account, and be able to initiate workflow and view the current status of workflow using an online portal?

This feature is great for

• Online User Registration - Have users register for an account.
• User account management - Have users and staff be able to confirm email, recover passwords and manage access to user accounts.
• Present service offerings - Present to a specific user, based on user profile, service offerings and workflow that they can initiate.
• Case management - Maintain an open case or instance of a workflow where users can monitor the status of the workflow processes they have engaged.

Our platform provides the facility for online user registration, email confirmation, password recovery, and, through the admin console, various user management functions.

Workflow Processing

Do you wish to offer various business processes to users, have users initiate workflow and then feed the data gathered to staff members who can process the workflow through a system of stages until the workflow process is resolved?

This feature is great for

• Routing workflow - through to multiple internal departments and business functions.
• Monitoring workflow status - search and analyse the status of cases.
• Payment processing - initiating direct payments, or setting up direct debit mandates.
• Sending emails - Sending emails either to staff, or to customers using configurable email templates.

Our platform allows queues and wizards to be defined that staff members can use to process the data gathered from customers. Workflow can be routed between various queues representing various departments.

Data management

Do you wish to be compliant with GDPR and be able to effectively manage user data? Do you wish to securely maintain user data using an online platform that automatically offers internet security and data retention features that make GDPR compliance a breeze? What about data resilience and availability?

This feature is great for

• Security - Gathering data safely and securely online.
• GDPR - Management of user data inline with GDPR.
• Data Resilience - Disaster recovery and data backup procedures.
• Availability - System uptime, and availability.

Our platform provides sophisticated data retention facilities allowing the for the tracking of user data, notification of expiry, and automatic removal after data retention limits have been reached.

Systems Integration

Do you already have an existing system that manages users and wish to integrate with us in order to use some of our more specialised services?

This feature is great for

Existing businesses that wish to use complex data collection.

Our platform provides an API for third parties to register users, initiate workflow and then handoff to users for data collection, data retrieval and then finally data removal.

Website Customization

Do you already have existing website assets, logos or trademarks? Our platform is completely skinnable. With appropriate effort by website developers, your account can be configured to preserve or implement any website design you wish.

This feature is great for

• Existing businesses who wish to preserve the appearance and style of their existing website inline with all their existing marketing materials.
• System integrations where users start on an existing web estate and then hande off to us for data collection.