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Automated Workflow Consulting

As University business processes move away from paper-based forms and emailed approvals, there is a growing need for online workflow and document management solutions that fit the disparate needs and resources of various University schools, centers, and central units.

Northwestern IT Workflow Services assists University departments with:

We will help you define your input form as well as any workflow steps associated with that form, such as approvals. Once your workflow is defined, we can also help get you started with one of two recommended tools that you can use to build your design.


Simple forms and workflows use PerfectForms™, a cloud-based workflow tool that provides a way to create online forms and workflows without needing to know how to write code.


Workflows that require document management, case management, custom integrations, or HIPAA/FERPA security will typically use OnBase™, an enterprise process management suite.

Workflow Solution Options Based on Complexity of Need

workflow options organized by level of complexity

Workflow Services Overview Video

View a narrated presentation about Northwestern IT's Workflow Services (13 min).

Watch Service Overview Videos

Request a Consultation

Do you have a new or existing process or paper-based workflow that you would like to move online?  To set up a consultation, contact Administrative Systems at

Last Updated: 5 July 2018

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