Comprehensive dashboards provide real-time insights into workflow progress, member onboarding status, completion rates, and system-wide analytics. Super admin capabilities offer platform-wide monitoring and management tools.
Inafana – Building Digital Solutions That Work for You
An AI-powered workflow and onboarding platform that streamlines business processes through automated workflows, digital signatures, document management, and comprehensive member onboarding solutions.
PROJECT OVERVIEW
OnFlow is a comprehensive workflow management and member onboarding platform designed to transform how businesses handle critical processes. The platform combines AI-powered automation with intuitive workflow building tools to create, manage, and track complex business workflows across multiple organizations.
PLATFORM CAPABILITIES
OnFlow provides a unified solution for managing workflows that span from employee onboarding to contract approvals, compliance documentation, and task management. The platform's flexible architecture allows it to adapt to various business needs across industries including HR, Legal, Operations, and Compliance departments.
AI-POWERED WORKFLOW GENERATION
The platform features an intelligent AI assistant powered by Google Generative AI that can automatically create workflows based on natural language descriptions. Users can simply describe their process requirements, and the AI generates complete workflow structures with appropriate components, eliminating the need for technical expertise or complex configuration.
SMART WORKFLOW BUILDER
The visual workflow builder supports four core component types:
- File Submissions - Collect and manage documents, images, and forms with secure cloud storage
- Acknowledgments - Track policy agreements and compliance confirmations
- Digital Signatures - Capture legally binding signatures with IP address tracking and audit trails
- Task Assignments - Create assignable tasks with subtasks, due dates, and multi-user assignment capabilities
MULTI-COMPANY ARCHITECTURE
OnFlow supports multi-tenant operations, allowing organizations to manage multiple companies, departments, or clients from a single platform. Each company maintains its own isolated workspace with dedicated workflows, members, and configurations while sharing the same infrastructure.
ROLE-BASED ACCESS CONTROL
The platform implements granular role management with dynamic role creation capabilities. Built-in roles include Owner, Admin, Workflow Manager, Member, and External Member, each with specific permissions and access levels. The system supports custom role creation to match organizational hierarchies.
COLLABORATION & REVIEW
Every workflow component supports collaborative features, including comments, file attachments, internal notes, and submission rejection with feedback. Reviewers can provide detailed feedback that appears when members resubmit components, ensuring clear communication throughout the process.
SUBSCRIPTION & BILLING
Integrated Stripe payment processing enables subscription management with multiple pricing tiers based on assignment limits. The system tracks usage, manages billing cycles, and supports multiple active subscriptions per company with priority-based assignment allocation.
ANALYTICS & TRACKING
THE REQUIREMENT
Organizations needed a comprehensive solution to digitize and automate their workflow processes, particularly for member onboarding, contract management, and compliance documentation. The existing manual processes were time-consuming, error-prone, and lacked proper tracking and audit capabilities.
KEY CHALLENGES
- Manual Process Inefficiency - Companies were spending hundreds of hours monthly on manual document collection, signature chasing, and compliance verification
- Lack of Centralization - Documents and processes were scattered across email threads, paper files, and various systems, making tracking and management difficult
- Compliance Risks - Manual processes lacked proper audit trails, version control, and compliance documentation
- Scalability Issues - Existing solutions couldn't scale to handle multiple companies or departments efficiently
- Limited Collaboration - No unified platform for team members to collaborate, review, and provide feedback on workflow items
SPECIFIC REQUIREMENTS
- Create a platform that supports multiple workflow types including onboarding, approvals, and compliance processes
- Implement a visual workflow builder that allows non-technical users to create complex workflows without coding
- Support digital signature collection with legal compliance and audit trail capabilities
- Enable file upload and management with secure storage and organization
- Provide task assignment and tracking with subtask support and deadline management
- Implement multi-company support for organizations managing multiple entities
- Create role-based access control with granular permissions for different user types
- Enable collaboration features including comments, reviews, and feedback mechanisms
- Integrate subscription and billing management for scalable pricing models
- Provide comprehensive analytics and reporting dashboards for process monitoring
- Support AI-powered workflow generation to reduce setup time and complexity
- Ensure mobile responsiveness for workflows to be completed on any device
- Implement notification systems to keep all stakeholders informed of progress and changes
- Create member portals for external users to complete assigned workflows independently
- Support assignment-specific customization with dynamic variables and component configurations
BUSINESS OBJECTIVES
The platform needed to reduce onboarding time by up to 80%, ensure 100% compliance through automated checklists and digital audit trails, and provide a scalable solution that could grow with organizations while maintaining security and performance standards.
CORE FEATURES
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AI-powered workflow generation using natural language descriptions
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Visual drag-and-drop workflow builder with flexible components
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File submissions, digital signatures, acknowledgments, and task assignments
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File submissions, digital signatures, acknowledgments, and task assignments
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Secure file uploads, digital signatures, and complete audit trails
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Task management with subtasks, deadlines, and multi-user assignments
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Collaborative comments, internal notes, and feedback on submissions
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External member portal for completing workflows independently
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Real-time progress tracking, analytics, and activity logs
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Subscription and billing management with Stripe integration
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Email notifications, onboarding alerts, and workflow updates
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Admin dashboards for company and platform-wide management
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Authentication with Google OAuth and secure access controls
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Mobile-responsive interface with PDF preview and document viewing
