Overview of Orchestly

Every business runs on hundreds of processes, and even with technology improving every day, most of those operations are still performed manually.

Take the case of Helen, the head designer at her company. Helen and her team handle brochure, UI icon, and visual effect designs that are requested by teams like marketing and user education.

When Amy, the head marketer, requests a new batch of brochures, she walks up to Helen and has a chat about it. Helen, in turn, assigns this job to a member of her team. To track the progress of the job, Amy will have to depend on Helen, who will request status updates from her team.

In this endless series of discussions, even a small communication lapse might cause problems, and following up on the job becomes a chore. This game of phone tag between Helen, Amy, and her teams eats up productive time and turns minor issues into major delays.

More likely than not, this is how your processes work, too. To help you run them more efficiently we've come up with a software that can meet all your business needs— Orchestly. 

Plan your approach using layouts

Layouts help you channel all the data about a particular job in a single place. Design your form in  Orchestly by adding the necessary fields to procure data from the users most likely to request your layout. 

How does this help Helen?

Helen can now create layouts for every task that her team performs. She can also restrict access to certain fields like  feedback or  rating from specific members of the team.  

Design your workflow using blueprint  

Blueprint helps you decide the flow of your layout . You can design a flowchart pipelining individual  stages  and  transitions that build a path to reach these stages. This helps even new members of the team adapt to processes quickly.

Helen's process on the canvas

Now Helen creates a blueprint for her layout. In this case,  Layout in progress and  Design completed will be the stages.  Begin layout design and  Final design phase will be the transitions.

Helen can restrict permissions, set constraints, update the layout, and also trigger other automated requests. For instance, the privilege to put a job on hold can be restricted to specific users even before the job starts. The job’s field can be updated while the transition is being performed. Notifications, emails, and webhooks can also be configured to be triggered after a transition is completed. We also support creating custom functions using Zoho's online scripting language, Deluge. 

Create a request using job  

When a different team member wants to request your process , they can create a  job . The progress of this job can be monitored at any point of time in Orchestly.

Amy gets her work done.

When Amy, the marketing lead, needs brochures for her upcoming campaign, all she has to do is create a job. Amy adds a job under the  brochure design  layout  by filling in all the necessary details in the form created by the design head, Helen.   

Helen can assign this job to a member of her team and also review the job as it progresses. Amy can check in on the progress by viewing the job’s current stage in the blueprint. 

Visualize your progress using reports  

Reports help you visualize your organization's progress. We provide you with a set of default reports but you can also design your own custom ones. 

Helen's bird's-eye view

Using default reports Helen can:

• See the number of jobs passing through each transition for that day.
  
• Track jobs assigned to individual users in the organization.
  
• See the span of every stage in the job.
  
• View the number of jobs passing through particular stages before their closure.
  

Whether a brief outline or an intricate procedure, Orchestly helps you run all your processes with ease. 

Sign up  now to start creating your processes today! To contact one of our experts, drop a mail to support@orchestly.com

Orchestly also hosts a community discussion platform where you can post queries, suggestions, and feedback.

Community forum posts you might be interested in: 

1. A sample scenario to automate business processes using Orchestly 
2. Workflow orchestration for your business using Orchestly
3. Spreadsheets vs Orchestly to manage your organization
4. How Orchestly uses Orchestly for remote work
   

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