Itiner
No-Code Workflow Platform
Our Authorized Partner: Itiner Digital
Through our strategic partnership with Itiner Digital, we deliver advanced, no-code digital transformation solutions tailored to the unique demands of the financial services sector and other regulated industries. Itiner Digital’s platform seamlessly integrates with Microsoft Dynamics 365, offering enterprise-grade capabilities for workflow automation, document and case management, and business process optimization—all without the need for complex coding. Designed with a mobile-first, cloud-native approach, their solution ensures effortless usability across devices while enabling organizations to launch powerful, secure, and scalable applications in a fraction of the time. Together, we combine our industry expertise and technological innovation to help clients simplify operations, enhance regulatory compliance, and achieve measurable growth.
A Unified Platform for Digital Transformation
Itiner is a combination of technologies, modules, features and functions fully integrated and operating as a single digital transformation platform supporting organizations in their digital transformation efforts. Itiner is Business Process, Workflow, Content & Case Management Solution offered as a tailor-made single suit.
Itiner is a No-Code Business Process Management, Workflow Management, Content Management & Document Management Software solution offered as a tailor-made single suit.
Itiner Workflow Features
1. Centralized Case & Master Data Management
Effortlessly organize and manage master records and case files in one secure, searchable repository. Enable metadata-driven access for faster retrieval, enhanced collaboration, and consistent data across departments.
2. Digitization with Advanced OCR
Turn paper-heavy workflows into streamlined digital processes. Scan documents in bulk using barcodes or QR codes, and leverage Optical Character Recognition (OCR) for fully searchable, editable digital content.
3. Visual Workflow Automation
Design and deploy workflows in minutes using an intuitive drag-and-drop builder—no coding required. Automate processes like procurement, onboarding, asset management, and service requests with ease.
4. Role-Based Access & Security Controls
Maintain enterprise-grade security with multi-tiered permission settings. Define who can view, edit, or approve documents and cases—complete with audit trails to ensure compliance and accountability.
5. Seamless Integration with MS Office & Email
Work where you’re most comfortable. Itiner integrates directly with Microsoft Outlook, Word, Excel, and PowerPoint—allowing users to initiate workflows, attach documents, and manage tasks without switching platforms.
6. Real-Time Monitoring & Audit Logs
Gain full transparency with detailed activity logs and system event tracking. Monitor user actions, workflow progress, and case histories to support governance, auditing, and continuous improvement.
7. Analytics & Business Intelligence
Make smarter, faster decisions with real-time dashboards and reports. Track performance metrics, uncover process bottlenecks, and drive strategy with powerful built-in analytics and KPI monitoring tools.
8. Mobile-Ready & Cloud-Native Architecture
Access Itiner anytime, from any device. Its responsive UI and microservices-based cloud architecture ensure fast, reliable performance and enterprise scalability—no matter where your teams work.
9. Extensive Customization Options
Adapt Itiner to your unique organizational structure. Configure workflows, roles, access levels, and approval hierarchies to align with your business logic and operational needs—ensuring long-term flexibility and control.
