In the modern workplace almost all workflows involve frequent interactions between humans and IT systems. Coordinating these workflows in a seamless manner can be challenging, particularly in fast-paced, high-volume environments. Our Workflow platform allows you to efficiently design, execute and track a broad variety of complex workflows.

Our solution

  • Whiteboard tool for easy ability to design workflows in the browser
  • Granular controls for specifying the protocols for human/machine interactions
  • Automatic routing of documents to relevant teams
  • Pre-scheduled reminders and escalations to ensure timely responses
  • One-click generation of performance reports
  • Microsoft Office-compatible suite of online word processing, spreadsheet and presentation tools with enterprise features, including track changes
  • Granular permissions model
  • Full audit trail
Step 1: Document

Out-of-the-box integration with DocAuto and Scissero document drafting services.

Step 2: Review

Automated routing of documents to relevant teams for review, comments and approval.

Step 3: Notifications

Customized reminders for step completion and progress update notifications.

Step 4: Storage

Full audit trail (including document version control) and one-click generation of KPI and performance reports.​

Easy configuration

Arbitrary complexity

Enterprise features


No-code setup
  • Enable business users with no coding experience to set up and configure workflows quickly and easily
  • Benefit from the expandability of WSD’s hybrid cloud to handle the most complex and time-critical workflows
  • Choose a tool that has been used successfully by Tier 1 banks to control document reviews and sign-offs for a decade
Effortless integration
  • Incorporate products and services offered by WSD (including DocAuto and WSD EDGAR) and third parties (e.g., and the Luma and Transparitrade multi-issuer platforms)
Our industry-leading Workflow platform includes:

Technology platform

  • Two London-based data centers operated in an active/active configuration
  • ISO 90001, 14001 and 27001 certified
  • Cyber Essentials Plus certification
  • GDPR compliance
  • Machine learning and natural language processing
  • Resilience/automatic failover
  • Multiple integration options
  • Intrusion Prevention System (IPS)
  • Web Application Firewall (WAF)
  • Host-based endpoint thread detection
  • Rate limiting
  • Multi-factor authentication (MFA)
  • Federated identity (SAML SSO), IDP initiated flow
  • Audit logging

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Download our brochure for all the details about our solution

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