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.

Workflow Overview:

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

Checklist:

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

Additional Resources:

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