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Computerized Investing > February 9, 2013

Workflow Designer

PRINT | | | | COMMENTS (3) | A A   Reset

by AAII Staff

Workflow Designer is a professional tool for creating and mapping workflow procedure charts. From simple diagrams to elaborate mind maps, Workflow Designer can aid groups in visually capturing the purpose as well as the process of tasks. The Workflow Connect cloud service adds convenience for each member of the team by giving them access to tools on demand and enabling sharing documents and diagrams easily.

After opening the program, the main screen asks you what you want to do. If you are a first-time user, you create a new workflow. You automatically start with a standard blank template, but you can create templates and save them for later use. This is a complex program that allows the user to create charts based on any workflow they design. While designing a workflow, you can enter a purpose, standards that need to be met, step details or tasks associated with a workflow. The program allows you to create a step-by-step process on what needs to be done, in a very applicable visual manner. The program has a Quick Draw tool that makes drawing a new workflow simple. Reference documents can be linked in appropriate places within a diagram, imported from most standard document file formats or by creating links to existing documents. If you become a part of the cloud-based Workflow Connect system, you can share diagrams and documentation and connect people to the workflow. Another available tool is Reports. These reports can include who is assigned to what task, job sequence, work instruction, document and chart links, as well as approval and revision history.

This is not an easy-to-use download, though the detailed instructions are helpful. The program offers several different help options that will assist the user in becoming familiar with its concept and applications. If you are a visual learner and like to have things drawn out, this is an extremely efficient application, once you get the hang of it.

On the left-hand side of the site, users can search through ETF articles based on class, such as: bond, commodity, currency, regional or a wide variety of sectors.

Workflow Connect

http://www.aaii.com/download-library/download?DL_ID=740

Size: 32.37MB

Price: Free

System Requirements: Windows XP/Vista/7


Discussion

Janaki Potukuchi from CA posted about 1 year ago:

Not compatibele with 64-bit Windows 7.


Alex Kennedy from IL posted about 1 year ago:

Please advise how this can be run on 64 bit windows 7


Wayne Thorp from IL posted about 1 year ago:

Have you tried right-clicking on the file and either running it as an administrator or running it in compatibility mode?


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