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Inside Nutrient

A guide to the invisible work behind documents Introducing Nutrient Documents for Salesforce: Native document generation and signing Document AI vs. traditional OCR: Choosing between OCR, AI, and hybrid pipelines PDF SDK compliance and security evaluation checklist for enterprise teams (2026) Invariant Corp replaces paper processes with Nutrient Workflow and scales without limits What is process mapping? A complete guide Nutrient vs. Conga Composer for Salesforce document generation (2026) Document routing: How to automate document distribution The CTO’s AI playbook: Why accountability architecture beats orchestration Compliance workflow automation: Why built-in compliance is table stakes Workflow diagrams: Examples, symbols, and how to build one that actually runs Digital forms: Replace paper forms with automated workflows Approval workflow software: How to automate approvals Why document-centric automation is different The CEO’s AI playbook: Why decision architecture beats model selection Nutrient SDK product updates for Q1 2026 PDF redaction verification: How to prove sensitive data is permanently removed What is a VPAT? The complete guide to accessibility conformance reports What is PDF/UA? The accessible PDF standard explained Salesforce eSignatures: Generate, sign, and track documents in one flow Online document viewer: Options, tradeoffs, and how to embed one Document viewer for web apps: React, Vue, Angular (2026) Best document viewers in 2026: A buyer’s guide How to edit a PDF in Python: Add text, images, and annotations Nutrient advances Workflow platform with agentic AI for enterprise-grade speed and consistency in document-heavy operations How to create a Salesforce quote template from opportunity data The business case for accessibility: Five ways it drives enterprise value Python PDF library comparison (2026): 7 libraries for developers Why your AI agent hallucinates PDF table data PDF.js limitations: When to upgrade to a commercial PDF SDK
Should your internal processes be more transparent?
Mike Raia · 2024-02-21 · via Inside Nutrient

Internal processes can become more efficient and more transparent by using a process automation tool to both** display and manage all the tasks involved in a process.**

enforce process compliance

Corporate transparency has been a hot topic for a while now(opens in a new tab), with some companies completely embracing the idea of sharing all things all the time and others simply trying to find ways to be more open internally and externally. On the internal front, some companies believe there is tremendous value in breaking down office walls (figuratively and literally) to make sure that everyone in the organization is “part of the conversation.” This could mean salaries are no longer secret(opens in a new tab) or that email is replaced with a public stream of questions and answers like SalesForce’s Chatter(opens in a new tab) or Trello’s(opens in a new tab) team boards (Note: we use and love Trello).

Internal process transparency

One area some companies are looking to be more transparent is around internal processes. By sharing “how things work” when it comes to internal processes, employees have a better understanding of what’s happening now, who’s handling it and what’s next. When you submit a request for a new hire, for instance, you’d probably like to know how the process is going to work so you can properly set expectations.

Process transparency can be done a few ways. Traditionally, process maps or flowcharts are created that show a process from beginning to end as well as all the decision points along the way. Swimlanes can be used to indicate who is responsible for each part of the process as well.

Static flow charts are good for providing a full overview of an entire process and sometimes just the act of generating them can help a company identify bottlenecks and weaknesses in their processes. We recommend everyone who isn’t doing this should start. Whether or not you’ll be seeking out a workflow automation tool (in which case you’ll be saving yourself sometime later), this is an extremely helpful activity.

Since process mapping is built into our workflow automation software, we can take the idea of process transparency a few steps further.

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How workflow automation helps improve transparency

In fact one of the more powerful but overlooked features in Nutrient Workflow is the ability to not only show users what a process looks like but where they are in the process once it starts. For instance, in the process below, which is the process for a capital expenditure request, I can see, via the colored boxes and the legend, which parts of the process have completed and where we are in the process right now. If I hover over the highlighted box, it gives me detail about that step, including who’s involved, time, date, etc. I’m not confused about what’s happening now and I can see what’s happening next.

The advantages of transparency are numerous (building trust, getting new ideas, empowerment, etc.) but that’s not to say it’s for all organizations and all departments/business units within an organization. In some cases, transparency is simply not legally possible. That’s why we offer the ability to either display or hide this view for users. It’s up to the workflow administrators to configure.