WorkDynamics
The World's Leading
Document
Management
Platform
We make your document management seamless, efficient and easy regardless of process, location or device.
Your Document Management Platform
Smarter Workflow for Intelligent Business
Welcome to the world’s only comprehensive document management platform that enables intelligent workflows for comprehensive digital correspondence management, tracking, and business process automation—all while seamlessly integrating with the majority of professional business systems.
Smarter. Better. Easier.
Solutions for Every Environment
At WorkDynamics, we believe that every organization deserves an environment that addresses their current challenges, future challenges, and more—resulting in seamless document management.
Workflow Automation & Tracking
A fully configurable, no-code business process & workflow solution.
Correspondence Management
Intelligently manage all correspondence within a single system.
Case Management
Insightfully manage any type of case file—all from a single pane of glass.
Compliance, Reporting & Enforcement
Data controls including ingest, secured storage, and management.
Case Study
Enhanced Service Quality
How WorkDynamics replaced a national organization’s entire correspondence management system—leading to greater productivity, significantly better service quality, and happier clients.
Case Study
Simplifying the
Ultra-Complex
How WorkDynamics built a robust complaints process, significantly shortened response timelines, and enabled a completely paperless system.
Case Study
Come Together
Learn how the flexible WorkDynamics platform dramatically improved workflow and cross-divisional collaboration across this federal agency’s incredibly diverse range of business activities.
Case Study
A World-Class Platform
Find out why this WorkDynamics reporting solution is receiving resounding international acclaim—and serving as an innovative model that other countries are now adopting.
Workforce Efficiency
Un-siloed Workflows
Create and maintain organizational-standard workflows to streamline management, collaboration, tracking, and more.
Workforce Efficiency
Continual Insight
Utilize out-of-the-box notification functionality, or create custom functionality based on your unique requirements, to ensure that insight pertaining to workflows, deadlines, and more is continually maintained.
Workforce Efficiency
Project Management
Know who is working on what doc and when—including status, timelines, due dates, historical views, and more.
Workforce Efficiency
Processing Accuracy
With built-in feature functions created to track and manage every step of a document’s journey, users can manage the entirety of the workflow from document acceptance, through customer response, and beyond.
Superior Business Process
Flawless Search
Instantly search for any document within your architecture and any department with accuracy and ease.
Superior Business Process
Controlled Access
Easily assign rights and access to any level of user.
Superior Business Process
Message Consistency
Track and manage historical messaging and documents to ensure continual consistency.
Superior Business Process
BI & Analytics
Maintain continual visibility of document status including transparency, user accountability, scheduling, management and more through a single pane of glass.
Making Your Workflow Even Easier
Our Services
Rapid Deployment Packages
Are you looking to get up-and-running immediately? Our rapid deployment packages and services can help you deploy a fully-robust commercial off-the-shelf solution—all without the hassle of complicated coding usually associated with on-prem or cloud environments.
Custom Configurations
Need a highly specific solution built to your exact specifications and requirements? Our configuration experts and business analysts can deploy unique solutions to fit any workflow need—whether for on-prem or cloud environments.
Support Services
When you become a WorkDynamics customer, you can rest easy knowing that our experts are by your side every step of the way. Experience the benefit of unlimited same-day online and phone support for all trained administrators.
Migration Services
The thought of "forklifting" an existing Document Management Platform and file systems doesn't have to be daunting. Our world-class migration experts can move your data and convert it from other systems to ensure continuous business continuity and consistency.
Business Process & Workflow Consulting
Whether you require in-depth business analysis, documentation, project management, or configuration assistance for a turn-key data migration—our expert team is ready to help.
Education & Training Services
Our highly detailed user education & training resources can be delivered as either out-of-the-box materials, or as highly personalized based on your exact solution. Best of all, education & training can be delivered in-person or in formats that can be published directly to your own intranet site for easy employee and administrator access.
The Answers you need
Frequently Asked Questions
WorkDynamics is a fully configurable, commercial-off-the-shelf (COTS) Document Management Platform. Our platform can be completely configured to manage any type of workflow tracking or business process you need. It can capture, track and manage your information in any form—including correspondence, hard-copy documents, electronic documents, memorandum, email, notifications, faxes, records of phone calls in electronic form, public and private notes, and more—and provide your leaders with up-to-the-minute reports on workloads, scheduling, impending deadlines and routings.
Yes. WorkDynamics is compliant with WCAG, AODA and Section 508 (29 U.S.C. § 794d) of the Rehabilitation Act.
Yes. We provide training, support and professional services related to the WorkDynamics platform.
WorkDynamics is a fully web-based solution that can be installed on-prem or within a cloud environment.
Yes. WorkDynamics provides out-of-the-box integration with the following solutions:
- Document management systems (Open Text Content Server, Open Text eDocs, Microsoft SharePoint)
- Microsoft 365
- SAP Crystal Reports
WorkDynamics is a proven solution, with millions of documents and data elements being processed by multiple organizations across North America every year. Low-code, flexible configuration features enable your organization to implement a multitude of business processing applications within a single instance of WorkDynamics. Meanwhile, all system access rights, rules, notifications and configuration elements are fully controlled by your organization, enabling real-time updates and solution deployments.
Yes. WorkDynamics supports multiple business processing applications within a single instance, including Correspondence Management, Case Management, Workflow Tracking Solutions and more.
Yes. The level of access for individual users or for groups of users can be granted at the Database, Record or even Field level. Different users can have different rights to each database. A user can even have different rights on individual records depending on the content of each record.
Yes. All software updates can be conducted by your trained system administrator. There is no dependency on WorkDynamics to make any update to the system.
Connect Everything
Seamless Integration
Integrate with any business system including CRMs, ERPs, document storage platforms, and more.