Introduction

You are the fundraising director for a large nonprofit organization. A major gift comes into your CRM system. How does your organization react? Who should you route this information to next? Should you promote the donor? What’s the next step for acknowledgments? Is the donor categorized as a major donor? Do they already have a prospect plan? If not, then how do we get approval to start a prospect plan? Do we need approval before we conduct research on this donor? The steps that should be followed after a large gift comes into your organization could span many days and affect different people/roles within your organization. Certain decisions will need to be made along the way. This is where Infinity Workflow can help.

Infinity Workflow provides the ability to define a standard "best practice" business process which includes the following characteristics:

1. Involves many users with many steps over a long period of time.

2. Contains multiple decision points where the business process could be routed down different steps.

3. Is triggered by an event.

Infinity Workflow enables your organization to compose individual Infinity features into a concrete software artifact that encodes policies and procedures and allows your organization to formalize and automate a process. This ensures a consistent business policy implementation and reduces the chance that somebody "drops the ball."  With Infinity Workflow, your organization has the ability to define numerous workflows which are customized to your specific needs.