Our Solution
The World's Leading
Correspondence
Management
Solution
We make your correspondence management seamless, efficient and easy regardless of process, location or device.
The World's Leading
Document
Management
Platform
We make your document management seamless, efficient and easy regardless of process, location or device.
Smarter. Better. Easier.
Solutions for Every Environment
Optimize your business operations and improve efficiency with our comprehensive suite of workflow solutions. Manage all your correspondence in one system with Correspondence Management and stay on top of all your case files with our Case Management tool, which lets you manage any type of case from a single, easy-to-use interface. And with our Compliance, Reporting & Enforcement features, you can keep your data secure with secure ingest, storage, and 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.
Connect Everything
Seamless Integration
Integrate with any business system, including CRMs, ERPs, document storage solution, and more, to get the most out of your infrastructure investments.
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 solution 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.
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.
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.
Superior Business Process
Controlled Access
Easily assign rights and access to any level of user.
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
Message Consistency
Track and manage historical messaging and documents to ensure continual consistency.
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.