
Captaris Workflow, powered by Teamplate, provides easy, flexible, and integrated business process workflow for organizations using Microsoft software, enabling productivity, accountability, compliancy, and structure. Captaris Workflow tasklists can be delivered to Outlook, CMS, SharePoint, Captaris Workflow Webaccess, a web portal, or even a wireless device.
Captaris Teamplate, was the first business process workflow software product designed to fully leverage the .NET framework, XML and web services; and deeply integrate with Microsoft products, world enterprise solutions, Captaris Business Information Delivery and RightFax enterprise Fax Server products.

Captaris Workflow, powered by Teamplate, automates business processes to enable organizations to gain efficiencies, deploy structure, and automate activities within just a small workgroup or throughout the entire organization. Captaris Workflow easily integrates with Microsoft server products and Enterprise Solutions, and incorporates the organizations unique business rules to the automation of human and system activities.
The automation of business processes ensures that both the system and human centric work is managed, distributed, controlled, and completed in a structured, effective, and efficient manner. Individual and group tasks are immediately distributed to easily accessible task lists world wide. Accessing tasks is both easy and flexible with Captaris Workflow because tasks are delivered to a variety of applications. Captaris Workflow tasks lists may be embedded within Microsoft SharePoint, CMS, Outlook, Captaris Workflow Webaccess, a custom designed web portal, or within the Captaris Workflow client. In addition, links to tasks may be inserted into email, delivered to wireless devices, or presented on the desktop by an instant messenger type client.
Deploying and delivering Captaris Workflow functionality in a zero footprint environment provides organizations with flexibility and agility. Workers are able to access and complete tasks with a standard web browser. Web accessible workflow wizards empower workers to build and deploy complete workflow solutions using only a simple web browser. Deployment is simplified and user adoption is fast, with minimal user training.
Captaris Workflow was the first workflow product designed to fully leverage the .NET framework and therefore is able to deeply integrate with Microsoft products. Captaris Workflow offers the complete Captaris Workflow product as well as two fully embedded wizard delivered solutions. The Captaris Workflow Wizard for SharePoint, powered by Teamplate, and the Captaris Workflow Wizard for CMS, powered by Teamplate, provide fully embedded workflow functionality within the context of those products.
Workflow processes are triggered by application centric events associated with the business activity. For example, SharePoint centric document routing and approval workflow could be triggered by the upload of a document to a specific SharePoint folder. When a document is uploaded to a SharePoint site review and approval tasks are automatically assigned to document reviewers, task assignment notifications are emailed out to them, and the work is started. Task lists, document review webforms monitoring views, and workflow wizards are all accessible directly from SharePoint ensuring worker efficiency and rapid adoption with minimal learning curves. Users are able to access workflow tasks and workflow wizard functionality without leaving or logging out of SharePoint or CMS. Automatic task escalation ensures that mission critical or time sensitive tasks are not ignored and are addressed or re-assigned in a timely manner. Service level standards, customer care activities, and sales management activities are all streamlined and automatically managed and tracked to improve organizational responsiveness.
The Captaris Workflow integrated development environment (IDE) makes integration with both SharePoint and CMS easy, but also provides the ability to rapidly integrate with BizTalk, Exchange, MBS products, Office Systems, InfoPath, CRM, ODBC compatible databases, and additional products such as Captaris RightFax. In addition, leveraging connectivity to XML and web services protocols extend integration beyond Microsoft products to existing and future applications.
Captaris Workflow is also easy for developers to use because the Captaris Workflow IDE not only provides a similar functional layout to Visual Studio, but also provides both drag and drop and script editing capabilities. Organizations can build their own re-useable custom actions and import those custom actions into the IDE for access by all developers. InfoPath forms may be imported into the IDE as a resource object and the extracted XML data may be referenced and distributed within a given workflow model. Databases may similarly be referenced and leveraged within Captaris Workflow models. External referencing capability is provided as well as windows and web form designers, auto-binding features, XML referencing, web services connectors, and pre-built custom actions for SharePoint, BizTalk, and Office Systems integration.
Captaris Workflow now also extends and is fully integrated with the Microsoft Office Solution Accelerator for Sarbanes-Oxley. Workflow functionality can now be used to address compliance initiatives and to provide organizations with an ongoing strategy to turn "compliance pain into performance gain".
Captaris Workflow, powered by Teamplate, can streamline and automate business process at a price point that delivers immediate business value. Captaris Workflow brings new levels of productivity to any repeatable business activity from simple workgroup tasks up to enterprise wide processes.
Organizations benefit from the enhanced task accountability provided by Captaris Workflow software. Tasks are automatically assigned and delivered to individual or group tasklists. Email notifications are automatically distributed to inform users that they have work to be performed. The tasks remain in the tasklists until they are completed – they cannot be lost, ignored, or deleted. Tasks can also be assigned with escalation rules that re-assign the task to a manager or overflow team if it is not completed in a timely manner. Business Activity Monitoring (BAM) provides managers with insights into ongoing activities.
Process automation provides efficiency gains not only by adding accountability and control to human and system activities but also by also managing access to data. Often individuals in one department are not able to access key information from a different department or application. Captaris Workflow can often provide that data access. Workflow can be designed to accesses the information on behalf of the user and then presents it within a specific task. Access to the data is controlled and tracked within the process. The workflow controls access to the data while streamlining and accelerating activities.

The business value created by Captaris Workflow solutions is measured against two financial yardsticks: Return on Investment (ROI) and Total Cost of Ownership (TCO).
Companies find that their ROI from automation with Captaris Workflow solutions is measured in months, not years, and that their customer satisfaction has never been higher. Because when your business processes run smoothly, it means greater responsiveness, less time wasted and reduced wear and tear on the customer.

Captaris Workflow enables companies to get more productivity out their current technology and application investments - resulting in a high, measurable ROI.
Wizard-driven development keeps deployment costs to a minimum, and when combined with Captaris Workflow's affordable licensing structure, Captaris Workflow solutions often capture ROI in months, instead of years, with the lowest total cost of ownership (TCO) of any workflow solution available.
For more complex workflow situations, Captaris Workflow has developed a unique Rapid Process Justification© (RPJ) methodology. This detailed analysis of each aspect of the solution, the project cycle and the business impact is your assurance of ROI for larger solutions.

The speed and ease of use of Captaris Workflow creates long-term Business Value. As your business reacts to change, your automated business processes can also change - without the traditional expense and delay of custom application development.
And with the Microsoft .NET Framework for Web Services incorporated, you are assured that your workflow solutions will connect to legacy (or future) systems, creating ongoing ownership benefits.
Captaris Workflow has developed a unique Rapid Process Justification™ methodology that will accurately predict how much a business will gain from automating any specific process.

Captaris Workflow, powered by Teamplate, supports users with a variety of technical skill levels contributing to the same workflow solution. Non-technical knowledge workers can configure workflow solutions through wizards or use the complete integrated development environment (IDE) to intuitively design workflow solutions. For detailed development of complex, highly integrated workflows, developers and workflow model design engineers use the Captaris Workflow IDE, a powerful development environment modeled on Visual Studio.
Captaris Workflow also provides a library of re-usable drag and drop custom actions that can be incorporated into workflow solutions to automate routine tasks, speeding time to delivery and reducing overall development costs.
Captaris Workflow provides the ability to collaborate among multiple subject matter and domain experts. Many organizations find that the best workflow models are based on input from multiple concerned constituents. Typically workflow model developers are comfortable with the workflow designer, but are not familiar with the nuances of the specific business process undergoing automation. Subject model experts understand the individual business process but are not workflow developers and are not comfortable using the complete development environment. Captaris Workflow provides two ways to address this issue. Captaris Workflow supports importing Visio diagrams into the Captaris Workflow IDE. This allows business analysts and process owners to collaborate around a Visio diagram and then forward the diagram to the model developers for import and design. In addition, Captaris Workflow provides workflow wizards to help non-technical workers to build and deploy simple workflow designs without any coding or programming. Once the core workflow has been designed by the wizard it can then be accessed by model developers within the full development environment for model enhancement and expansion.

Captaris Workflow brings the power of wizards to workflow, making it possible for non-technical knowledge workers or managers to set up and deploy automated workflow solutions.
Workflow wizards are used to quickly stitch together sequential or parallel tasks into simple workflows. Workflow models designed with wizards can be further customized using the Captaris Captaris Workflow IDE. The IDE uses sophisticated design wizards and drag and drop capabilities increase the speed and accuracy of work performed by developers thereby further lowering the cost of implementing workflow automation.
The Captaris Workflow Wizard for CMS and Captaris Workflow Wizard for SharePoint, both powered by Teamplate, enable rapid creation of workflow extensions to those products.

Captaris Workflow provides a powerful, high productivity integrated development environment patterned after Microsoft Visual Studio for .NET.
Developers can open an existing wizard built or IDE designed model, start with a blank canvas, or drag in a Visio diagram to kick-start development. The IDE provides a full set of reusable actions and robust tools to increase development speed and accuracy, even when building out the most complex workflows.
As developers create the workflow by dragging and dropping objects, VB.NET script is automatically being generated. Although not generally required, direct script editing with built-in intellisense scripting support is available, for ultimate flexibility.
Captaris Workflow also provides unique, high productivity databinding capabilities, and automatic XML based form generation, to automate the process of linking forms to XML data and database queries, further increasing developer productivity and reducing overall costs of deployment .
Captaris Workflow provides an extensible library of re-usable Custom Actions that can be incorporated into workflow solutions.
Captaris Workflow includes a collection of commonly used actions, generating a Microsoft Word document, scheduling a meeting, sending Email, interoperating with Microsoft Biztalk Server, and accessing and updating SharePoint. Companies and software vendors can create additional Custom Actions for use within the Captaris Workflow IDE to include a variety of workflow or application integration capabilities, so that Captaris Workflow users can incorporate functionality specific to a given organization or vertical market as re-usable components within workflow solutions.
Captaris Workflow Custom Actions also provide a powerful, easy to use mechanism to access functionality in other software applications, reducing overall cost of integration and accelerating development time.

Captaris Workflow, powered by Teamplate, provides both technical and non-technical workers with a workflow solution that is easy, flexible, integrated, and accessible. Workflow tasks are delivered to where the work is being done. Workflow tasklists can be delivered to Outlook, CMS, SharePoint, Captaris Workflow Webaccess, a web portal, or even a wireless device.
Whether it's through a rich .NET Forms interface, via a zero footprint web browser, from within a Microsoft product such as Microsoft SharePoint or Microsoft Content Management Server, or on wireless PDA, or Tablet, Captaris Workflow allows your organization to manage your business activities without deployment restrictions.
Captaris Workflow is a powerful business process application that is available with a “zero footprint” web browser access. The web portal view facilitates a rapid deployment solution for an entire organization, as well as providing mobile users with the freedom to access task lists, business monitoring views, and workflow wizards using only a web browser. This flexibility alleviates the administrative hassles of custom configured software and the need to individually install client software. It also lowers the training required to deploy solutions based on a standard user interface. Mobile users are able to access workflow activities from any web enabled location without the need for a thick client deployment.

The Captaris Workflow .NET architecture provides flexibility in client side deployment. Captaris Workflow client services enables knowledge workers to immediately track tasks and activities, and maintain the rapid flow of processes that keeps the business running. Captaris Workflow client services, enables workflow and tasks to be launched, completed, re-routed, and escalated on demand, from a variety of clients.
Client services extend the functionality of workflow and process automation by leveraging instant-messaging concepts. Regardless of the connection bandwidth, clients can interact and advance a workflow through ASP pages or instant messaging approvals.

Captaris Workflow can connect the Pocket PC with your business processes and make wireless deployment a major corporate resource.
The freedom and mobility of a connected Pocket PC creates a powerful client for knowledge workers and managers.Captaris Workflow provides thin footprint / high value system extensions. Key participants can use wireless workflow deployment to provide the critical approvals and data capture that improve overall efficiency.


Automating business processes across an enterprise requires the flexibility to connect different business roles, business rules, and user properties. Captaris Workflow, powered by Teamplate, makes organizations more agile by modeling profiles and relationships that can be applied by role, by process, by organizational role or by specific task. Organizations may build a unique organization chart for a specific business process and then apply that chart to a specific workflow model. The ability to associate organization charts with processes enables specific individuals to assume different roles for different processes. In addition, this means that a businesses can change its organization chart without rewriting its Captaris Workflow applications.
Captaris Workflow provides a unique set of drag and drop tools that make it intuitive to construct or update profiles and relationship grids.Captaris Workflow can be configured to automatically synchronize with Microsoft Active Directory on a read/write or read-only basis, to avoid propagation of redundant or out of date organizational information. If the organization chooses to use the ability to write to the Active Directory then workflow could be designed to automatically update AD records when an individual personal information changes. Captaris Workflow also provides organizations with the ability to accomodate users who are not part of the active directory such as customers, partners, suppliers et cetera. These users can be entered directly into the Captaris Workflow schema and thereby participate directly in workflow activities.
Captaris Workflow, powered by Teamplate, monitors activities and presents real-time graphical insights into the health and status of ongoing business processes and activities. Business activity monitoring (BAM) reporting can also be presented within Captaris Workflow Webaccess or SharePoint to provide managers with the abilty to monitor the status of business processes using only a web browser.
Captaris Workflow also provides alerting and event-driven notifications based on thresholds and error conditions, creating real-time business intelligence. Captaris Workflow plays a key role in business activitiy montioring (BAM) initiatives, by monitoring and escalating the events, alerts, and messages, and by producing the charts, tables and statistical information that document the health of a business. BAM charts or reports can be exported into Microsoft Excel for further analysis or reporting.
Captaris Workflow mitigates the risk associated with dispersed systems, people, and functional roles, by using business process automation to enhance business intelligence.
Captaris Workflow, powered by Teamplate, is built on the Microsoft .NET Framework and has been designed using a 3-Tier architecture. This gives Captaris Workflow the flexibility to run in either a client/server or Internet environment.
Captaris Workflow is designed to support the business roles of the people who interact with business software: knowledge workers, business managers, software designers and system administrators.
The Presentation Tier is responsible for displaying information to the user and capturing user input. Any business logic or database access is prohibited, which guarantees the integrity of the system for scalability and stability. The presentation tier consists of a collection of User Controls and ASP pages.
The Business Logic Layer is responsible for delivering information to the presentation tier. Business rules are executed using .NET objects and the results returned to the caller. The BLL usually runs on the application or web server.
The Data Tier sends and requests information from the database and returns the results to the business tier.

Captaris Workflow, powered by Teamplate, is built using a modular, three tier architecture to expose a rich library of component objects delivered as web services. By providing our market leading business process automation tools in this loosely coupled architecture, Captaris Workflow can build, integrate and migrate workflow quickly and easily. No other workflow platform provides this level of flexibility and solution coverage. Built top to bottom in Microsoft Visual C# and delivered as .NET managed code, Captaris Workflow will enhance virtually any technology to take advantage of the expanding market for business process automation technology.
The Captaris Workflow Wizard for CMS seamlessly integrates with Microsoft Content Management Server to extend web site publishing and management solutions with powerful workflow. The Captaris Workflow Wizard for CMS empowers knowledge workers to build and deploy CMS embedded workflows without developer input. As requirements grow, organizations are able to migrate to the full Captaris Workflow solution.
Captaris Workflow automates complex business processes, and integrates directly with SharePoint Portal Server to perform workflow and publishing functions on behalf of knowledge workers. Captaris Workflow extends SharePoint Portal Server by accelerating and automating the flow of information between people and technology, and performing automatic controlled publishing.
Captaris Workflow leverages XML Web Services and combines with Microsoft BizTalk Server to deliver complete workflow solutions for any enterprise. Captaris Workflow uses “people to people&rquo; workflow to extend BizTalk Server's powerful EAI capabilities, and integrate the people and procedural needs of the organization with the organization's information infrastructure.
Captaris Workflow extends Microsoft Office capabilities by automating knowledge worker activities and accelerating the flow of information between people and technology. Captaris Workflow automates complex business processes by leveraging .NET, XML and Web Services and integrating directly with Microsoft Office products. Captaris Workflow is able to automate the creation of Excel and Word documents thereby accelerating knowledge worker activities and providing a measurable Return on Investment (ROI).
Captaris Workflow makes it easy to integrate InfoPath forms into business process workflow by workflow enabling the InfoPath template and then extending the XML data from the form directly into Captaris Workflow model. Organizations using, or looking to use InfoPath, can leverage InfoPath’s robust XML form capabilities and easily integrate them with Captaris Workflow.
Captaris Workflow integrates with Microsoft servers, including Exchange Server, and automates the flow of communication and information between people and technology, thereby accelerating task completion. Captaris Workflow is a “Premium .NET Connected” certified application that leverages Microsoft's .NET, XML and Web Services, to deliver world-class workflow automation.
Captaris Workflow automates complex business processes, and integrates directly with Microsoft Business Solution servers to accelerate knowledge worker activities and increase operational efficiencies. Captaris Workflow is a Premium .NET Connected certified application that leverages MBS, .NET, XML and Web Services, to increase supply chain connectivity and accelerate repeatable business processes.
Captaris Workflow leverages the extensive Visio flow-charting capabilities to empower the development of workflow process models. Captaris Workflow employs Visio drag-n-drop capability, workflow wizards, and a rich IDE canvas to empower organizations with rapid design and deployment of automated business process workflows. Captaris Workflow extends Visio workflows by integrating business rules, notifications, process automation, and accessing Microsoft servers.
Captaris Workflow, powered by Teamplate, Solution Partners and Value Added Resellers (VARs) have created ROI based solutions for a wide group of customers.
Industries covered include: Financial Services, Retail, Telecommunications, Professional / Corporate Services, Manufacturing, Transportation, Education, Electronics, Information Technology and Non-Profit / Government.
Software Technology Services Energy |
Retail Legal |
Non-Profit The William and Flora Hewlett Foundation The Institute for Healthcare Improvement Publishing Veen Bosch & Keuning UitgeversVeen Harcourt Education Group Government Agence Metroplitaine de Transport California Public Utilities Commission Maryland Department of Education Municipality of Sao Paulo, Brazil Ohio OAKS Project Saudi Arabian General Investment Authority SC Department of Transportation United States Department of Defense United States Department of State United States Internal Revenue Service United States Department of Veteran Affairs |