Solving the Challenge of Advanced Workflow Transitions in Archer

As businesses grow and adapt to shifting market conditions, regulatory requirements, and internal process improvements, their operational workflows must also evolve. Within the Archer platform, this often means modifying or redesigning Advanced Workflow processes to align with updated business logic or compliance standards.

However, transitioning from one workflow configuration to another is rarely straightforward—especially when hundreds or even thousands of records are actively participating in the current workflow. These records may be mid-process, stalled, or misaligned with new logic, making them incompatible with the updated design.

Organizations typically face several key challenges during this transition:

• Manual Re-enrollment is Tedious and Risky: Admins must manually identify and cancel jobs in the outdated workflow, then re-enroll records into the new one—a time-consuming task with a high potential for error or oversight.
• Workflow Interruptions Impact Business Continuity: Delays in migrating content between workflows can cause bottlenecks, reporting issues, or operational disruption across departments that rely on Archer for day-to-day activities.
• Stuck or Misrouted Records Create Data Integrity Risks: If content isn’t properly re-enrolled, records can remain idle in obsolete workflows or become lost in transition, affecting downstream processes and audits.
• Scaling the Process is Nearly Impossible Without Automation: For large enterprises managing high volumes of content, executing these transitions without automation drains valuable time and resources from already overloaded system administrators.

In short, workflow change management in Archer is complex, error-prone, and inefficient without the right tools. To address this challenge, the Archer Advanced Workflow Content Assistant has long been available to our on-premises clients. With the May 2025 release, we’re excited to bring this capability to SaaS environments through the new Archer Advanced Workflow Content Assistant for SaaS, now available on the Archer Exchange.

This purpose-built utility empowers Archer administrators and power users to manage AWF content more effectively—especially during periods of transition between workflow versions. By enabling bulk cancellation and re-enrollment of Archer records, this tool dramatically simplifies one of the most tedious and error-prone aspects of workflow administration. Instead of spending hours navigating record by record, teams can now execute mass actions in just a few clicks—saving time, reducing risk, and ensuring that updated business processes are fully and cleanly adopted across the organization.

The Archer Advanced Workflow Content Assistant tool & utility enables you to:

• Cancel or enroll large sets of Archer content records in workflows quickly and accurately.
• Reassign content to updated workflow processes during application changes or redesigns with minimal disruption.
• Easily remove and re-enroll stuck records, reducing delays and workflow disruptions.
• Fully compatible with Archer SaaS deployments, ensuring ease of setup and use across your cloud-hosted platform.

Interested in learning more about the Archer Advanced Workflow Content Assistant for On-Premise and Archer Advanced Workflow Content Assistant for SaaS tool & utility? Join us for a Free Friday Tech Huddle on May 23, 2025, for an overview and live demo. Free Friday Tech Huddles are only available to Archer customers and pre-registration is required. If you are not yet a customer but you are interested in learning more, please contact your local representative or authorized reseller — or visit us at www.archerirm.com.