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Workflow Samples

The complete Schwab OpenView Workflow Library™ can be an invaluable resource to improve efficiency and deliver a better client experience. Formatted as a PDF document, each workflow in the library lays out the steps involved in documenting a single, complex task and automating it through your firm's CRM. Below, we've illustrated some of the visuals and tools included in these workflows.

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Workflow Overview:

Provides an overview of the workflow and any association with other workflows.

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Checklist:

Lists information within a workflow and helps to track progress through the necessary phases of the implementation process.

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Additional Resources:

Further explains elements of a workflow and provides information on best practices and existing resources you can leverage.

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CRM-Specific Instructions:

Provides step-by-step instructions to help automate a given workflow, specifically for Salesforce or Junxure.

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