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Process Director’s BPM capabilities continue to evolve over time as BPM technology advances and as organizations needs change making it an award winning business process management software that offers faster-time-to-value, greater flexibility and deeper insight into your business processes that any other BPM software.

According to BPM.com, “by simultaneously supporting both timeline and critical-path awareness, Process Director is able to blend business process management with project management with a flexible process architecture that supports both procedural automation and in-flight adaptation”.

Notable BPM Capabilities

• Low code development modeling favoring configuring over compiling, along with the ability to combine both traditional sequence and control flow with time-based dependencies within the definition of workflows.
• Cloud and on-premise deployment options using the same codebase.
• Integration and leverage of Microsoft infrastructure and environments including SharePoint, as well as persona-based workspaces and rich UI creation using a browser-based form designer.
• User-centric alerts and notifications that enable actionable, closed-loop communication with process participants about status and events, including predicted impact on pending deadlines and dependencies.
• Rich graphical reporting and report-writing capabilities allowing for building executive dashboards and defining KPIs.
• Integration with social media platforms such as Twitter, Facebook, LinkedIn, and similar platforms, enabling direct-to-customer process interaction, as well as event-listeners for launching processes in response to social network events.
• Includes a business rule driven data virtualization layer and lightweight ETL capability with a function called “Business Values.” These provide a straightforward method to create reusable access points for business data, but also allows for the definition of access controls.
• Goal-driven actions that can be defined at either global, system-wide levels or down to the activity, which drive priority, state and context, and/or trigger activities and responses. They can launch specific actions, change the behavior of in-flight processes, or be linked with event listeners that serve as the “nerve endings” of the case to receive and respond to external events

Process Director Updates

Click the links below to get more details on how Process Director’s BPM capabilities have evolved with each BPM software update.

• 2018: Version 5.0 - Enhanced AI & Machine Learning Capabilities, IoT Integration
• 2017: Version 4.5 - Data Virtualization Analyzer, Modernized UI, Application Event Journaling
• 2015: Version 4.0 - Configurable Goals, Data Virtualization, Advanced Dashboards, Case Management
• 2014: Version 3.0 - Enhanced Mobile & Cloud Capabilities, Social Network Integration
• 2012: Version 2.5 - Process Intelligence, Advanced Reporting, Records Management
• 2010: Version 2.0 - Process Timeline, Predictive BPM Capabilities

Schedule a Free Demonstration

Process Director sets the pace for your BPM and digital transformation. Request a free demonstration of Process Director and discover for yourself how this unique BPM platform empowers you to innovate, respond to market demands, and delight your customers. Or, contact us to learn more about how our business process management software have helped our customers conquer their digital challenges.

Rapid Application Development Software For Digital Innovation

Rapid application development software is driving a whole new approach to the deployment and operation of digital applications. Organizations are racing to take advantage of these low coded applications to enter new markets, attract new buyers, and retain their hard-won existing customers. In so doing, they are opening a new front in the digital wars; namely, transformation of the way that those very digital applications are created, deployed, and enhanced.

For applications to provide value to the enterprise, they must be extensible, usable and able to integrate with a changing IT environment. Yet, what is among the more critical aspects of application value is when apps can unite development and IT operations teams to quickly and efficiently adapt and grow in response to an organization’s changing needs. Rapid app development software provides a path that enables businesses to use Process Director to deliver data and functionality through digital channels and across different platforms and form factors.

Process Director Rapid Application Development Software

This model puts those who are closest to business issues in a position to create solutions, and allows them to adapt and change these solutions over time. BPM software developed with rapid application development software capabilities is more usable and more effectively addresses business issues that are most relevant to business users.

Benefits of Process Director Rapid Application Development Software

• Imagine your organization delivering its own rich digital applications, on any platform, before your competitors have laid down the first thousand lines of code.
• Imagine saving millions on expensive technical staff, incompatible packaged applications, and maintenance of obsolete code.
• Imagine providing straight-through processing and visibility all the way from your customers to your suppliers, while at all times guaranteeing compliance, accountability, and security.

Other Useful Features

Process Director has many other useful workflow management software features unique to BP Logix, most notably for the Process Timeline workflow engine and Process Director's electronic forms management software. Process Timeline includes a workflow automation technology that automates business processes. Charts and data are automatically updated as the process runs, which allows for accurate, up-to-date information to be viewed with ease.

Electronic forms software makes it possible to use only electronic forms throughout an entire company. The software connects the company to both suppliers and customers, so the handling of electronic documents goes smoothly. BP Logix BPM software makes handling even the most complex electronic forms a simple process that most any business user can handle.

Also, Process Director is an iBPMS solution that has been recognized in Gartner’s Magic Quadrant for Intelligent Business Process Management Suites for several years in a row.

No Programmer? No Problem

If your goal is to deliver data digitally and fast then Process Director is the BPM solution for you. With Process Director rapid application development platform, you can focus on solving business issues instead of creating software to do so. BPM that relies on low code or no code is relevant to business users today. To learn more about Process Director’s business process management capabilities, contact BP Logix today.

A Simpler Approach to Building and Automating Your Electronic Forms

Why spend time coding when you could be innovating? Process Director BPM software provides electronic forms software (eforms software) with easy to use eForm builders that allow users to create electronic forms in the development environment in which they are familiar. Process Director's electronic forms software gives users the ability to design responsive and user-friendly web interfaces for their process-driven forms and applications that deliver business-critical results.

Using WYSIWYG interfaces with an HTML5 compliant browser, users with only a little training can rapidly create new functionality for their applications and processes. Those familiar with solutions like MS Word, the worlds' most used page layout solution, can now easily also create eForms. And for those that want to build using HTML, there is even a Visual Studio plug-in for building forms in an IDE.

We’ve added custom controls to our electronic forms software (like dropdown menus, radio buttons, e-signatures, and many, many more), giving you the tools to start creating rich digital forms with interactive user interfaces right away. Once the page is designed, use Process Director’s point-and-click UI to add rich, interactive behaviors without coding. With our eForms software you can create responsive digital forms, business process management (BPM) functionality, and dashboards and reports that work with existing applications and on different form factors like tablets, mobile phones and other devices. The result is a flexible, adaptable user interface, customized to your specific needs.

Dynamic eForms Software

• Show/hide, protect/unprotect fields or entire sections on Smart Forms dynamically
• Set dynamic form behavior based on easily configured conditions (e.g., “show this section only while in workflow step A”)
• Electronic forms software with responsive functionality will automatically resize forms to render and work on smart phones, tablets and other devices
• Change form appearance based on user input, process status, client device, or any other information
• eForms software that automatically adjusts appearance, behavior for small form-factor devices

Smart Form Data Validation

• eForms software that automatically validates common inputs such as phone numbers and email addresses
• Simple point-and-click configuration for more complex validations (e.g., “end date is at least 30 days after start date”)
• Invalid fields automatically highlighted for easy correction
• Validate data on input or on form submission
• Validate input against external data sources

Access

• Electronic forms software that easily configures eForms to display only the information the end user needs and is permitted to see
• Form access controlled by fine-grained permissions, ensuring that only those forms any individual requires will be available to them
• Securely present forms outside the firewall without compromising your applications or data within

External Database Integration

• Direct access to your organization’s data, right on the digital form
• Fill dropdowns, search for information, or pre-populate fields—all without coding—using Process Director’s intelligent data connectors
• Connect to data sources via SQL, web services, file uploads, and more

Routing Slips

• Permanent record of every task performed and its result
• Provides verifiable confirmation of approval, rejections, or other actions
• Include comments, user pictures,  electronic signature technology

Digital Signature Technology

Electronic forms software with electronic signature technology allows BPM and workflow software applications to provide the types of non-repudiation, compliance and security that industries have been looking for. Process Director eForms software supports the major three types of digital signatures:

Digital Signatures

Our electronic forms software allows us to verify not only that a document was signed by the individual whose signature is affixed, but also that the contents of the document have not been changed since then. Automatically affix digital signatures to PDF documents that are automatically created in workflow. As a result, you and your counterparty are both assured of the document’s authenticity.

Electronic Signatures

Like the familiar pen-and-ink signature, an electronic signature is a way to indicate that a specific person acknowledges or agrees to the contents of a given document. Electronic signatures may or may not look like their traditional counterparts, but in many countries, including the United States, the European Union and Australia, electronic signatures carry the same legal authority. With our electronic forms software within Process Director, an electronic signature is applied each and every time an individual takes any action within a workflow. This mechanism provides a reliable audit trail for each process, enabling you to sail through audits, comforted in the knowledge that every activity can be traced back to its actor.

eSign

Electronic signatures are perfect when your process actors are part of your organization. By logging into the system, a user’s electronic signature is permanently connected to that individual.
Sometimes, though, you have process actors who are outside your organization, such as customers, partners, or suppliers. In such cases, the electronic signature is not clearly attached to a specific person. For these situations, Process Director's electronic forms software offers external users the ability to sign documents directly using their mouse, or a stylus (or even their finger) on a tablet such as the iPad.

Schedule a Free Demonstration

Request a free demonstration of Process Director, and discover for yourself how this unique business process management software offers electronic form software (eforms software) that allows you to innovate, respond to market demands, and delight your customers. Or, contact us to learn more about how our digital transformation solutions have helped our customers conquer their digital transformation challenges.

Learn the Benefits of BPM and Workflow with Process Director BPM Software

BP Logix Process Director provides many workflow advantages and BPM advantages as it empowers IT professionals by providing a BPM software solution that encompasses the benefits of BPM such as workflow automation, business process automation, document management, electronic forms and business rules to make lifecycle management and collaboration efficient and effortless.

Request a free BPM software demonstration to learn more about the advantages of BPM and advantages of workflow automation.

The Benefits of BPM Software from an iBPMS with Integrated Workflow and Business Rules

Process Director is an iBPMS that offers many workflow advantages and BPM advantages as it provides users with an intuitive, web-based rapid application development software that enables users to create and maintain Smart Forms of any complexity without requiring software development or IT resources. The integrated business rules engine provides a powerful graphic interface to define rules and conditions that control the behavior of the forms - and to easily route forms online in accordance with defined business processes, addressing any business function that involves completing or routing a form. Seamless integration with Process Director’s workflow engine, presenting users with familiar forms, pre-populating the forms, automatically kicking off the review and approval cycle, instantaneously track and auditing all tasks are some of the workflow advantages and BPM advantages of this integrated approach.

Process Director also incorporates a business rules engine that empowers users to rapidly implement more complex business processes. Business rules are reusable objects that can be embedded within your workflow processes to conditionally control how they should run and behave in various conditions. Business rules can be defined either as simple conditions or sophisticated interrelated rule sets. Process Director is an "out-of-the-box" product that is easy to install and administer.

Benefits of BPM Software: Streamlined Workflow Management

• Speeds Internal Routing Processes: Reduces paper handling and manual routing; eliminates errors and reduces the lifecycle of document, content and forms processing.
• Automates Business Processes: One of the workflow advantages of Process Director is that the workflow engine automates business processes by giving business users easy-to-use workflow tools. It allows existing processes to be mapped into powerful, predefined workflows. A graphical workflow builder and workflow reporter give users control over their workflows.
• Shortens Projects: Time-to-market is critical for all organizations. Workflow automation software and tracking accelerate the approval of internal projects. All members of a group or team can simultaneously perform tasks as part of the workflow process. Automatic email notifications alert members when a task is assigned to them—or if they are in jeopardy of missing a due date.
• Eliminates Errors and Miscommunications: Ensures process consistency, eliminating errors and problems due to lost or mishandled requests. Pre-defined workflow definitions guarantee that the same process is followed for each project or request. The products provide efficient tracking, management and reporting on all running processes.

Benefit of BPM Software: Electronic Forms

• Reduce Costly Paper Handling and Manual Routing: Paper-based forms are costly to print, store, distribute, mail, and process. Automation of form processing ensures there is no disconnect between a form and the business process required for that form.
• Tracking, Auditing, and Process Awareness: Instant access to current and prior activity, including completed forms and processes, ensures that authorized users have immediate access to the information they need. Having visibility into a form's complete lifecycle reduces cost, improves quality, and ensures access to vital business information.
• Accelerate the Delivery of Form-Based Information: The BP Logix workflow software automatically routes completed forms to appropriate users for review/approval. The routing provides automated email notifications and personalized task lists for users who must review or approve a form. Users can complete tasks directly from within an email, even when offline.
• Reduce Errors and Improve Accuracy: Pre-populating form fields from external sources and form segment isolation enable users to input only the data required of them. This results in fewer areas to complete, reducing errors and ensuring greater accuracy.
• Expedite Collection of Quality Information: Presenting users with electronic forms that appear similar to their paper-based predecessor eases the transition to the form completion process and improves the quality of information collected. Integrated form help, field pre-population and instant validation improve the end user experience and reduce expensive support calls.

Benefits of BPM Software: Document Workflow Management System

• Maintain Document Integrity and Security: BP Logix Server stores documents securely on the server, giving authorized users access to the most current version of each document. By assigning roles and granting permission, you can ensure secure access to all documents stored on the server.
• Locate Documents Faster: Integrated document workflow management system features provide users with rapid access to documents based on their classification. Advanced search, indexing and categorization allow documents to be located quickly and easily so users can make timely business decisions.
• Reduce Software and Training Costs: The Process Director interface is 100% web-based; native authoring applications are not required to review or approve documents. Documents are viewed inside your browser making the interface easy to use. No additional training is required.
• Maintain Regulatory Compliance: Mitigate the risks associated with electronic information management and regulatory compliance. Comprehensive security management, access control, and auditing features enable your organization to maintain compliance with various regulatory mandates (Sarbanes-Oxley, FDA Title 21 CFR Part 11, HIPAA).
• Eliminate Errors and Miscommunication: Efficiently communicate and collaborate on documents. Eliminate the "print/markup/fax" approach to document and content review, replacing it with easy-to-create graphical annotations. And you can foster real collaboration with members of your team or workgroup.

Benefits of BPM Software: A Dynamic Business Rules Engine

• Increase Accuracy of Data and Processes: The rules engine allows your business policies to be defined and automated.
• Ensure Consistency of Regulations: Reusable rules can be used by various objects to ensure that a policy is consistent across multiple processes.
• Only be Alerted of Events You Deem Important: You define the rules that determine when you should be notified or alerted to events.
• Allow Decision-Making Rules to be Easily Understood: With the graphical rules interface, your rules are easy to read and report on so you know how your processes are configured to behave.

Schedule a Free Demonstration

Schedule a demonstration of Process Director BPM platform and discover for yourself how this unique business process management software platform empowers you to innovate, respond to market demands, and delight your customers. Or, contact us to learn more about how our BPM and digital transformation solutions have helped our customers conquer their digital challenges.

Extensible Software For Your BPM and Workflow Needs

Extensible software applications are an important part to business process management (BPM) because there can still be a mismatch between the features of off-the-shelf applications and the very specific needs of a given business. Custom business application development acts as the glue that fills these gaps, taking data from one or more systems, pushing that data through a process, and updating other systems as appropriate.

Thus, the real leverage of a BPM software solution with custom business application development is found in its ability to combine proprietary processes and data with off-the-shelf applications. However, that leverage is weakened considerably if the BPM solution itself requires custom programming, and all the overhead that goes along with it.

Programmatic APIs and Custom Tasks

Process Director is an extensible software solution equipped with numerous hooks and callouts supporting scripted interactions based on the product’s API. Workflows, forms, business rules: virtually any Process Director object can be augmented by scripting. You can also take advantage of Process Director custom tasks to create packaged, reusable scripts that can be treated as “black boxes” by your workflow and form builders.

Web Services / REST

Your applications can access Process Director data and manipulate the product’s behavior through the product’s extensive web services APIs. Process Director web services are WSDL-based and REST-enabled. Virtually any Process Director feature or function can be manipulated via web services.

Relational Database

Process Director stores all data in your relational database. The product supports MS SQL Server or Oracle RDBM systems. This information is structured in a documented schema, enabling easy access to external applications and report writers (such as Crystal Reports). For even simpler access, Process Director automatically generates SQL views of form and process data.

Other Features

Process Director an innovative and powerful business process management engine combining the power of BPM software, workflow software and case management solutions with the flexibility and leverage of rapid application development—with no programming. Workflow software and eForms are just the beginning of digital business application development. Process Director is an extensible software solution that combines the easiest and most efficient BPM software in the industry with a rich set of custom business application development tools offering snap-in data integration, rapid prototyping and release, and comprehensive reporting and analytics.

Check out these BPM examples to see how customers in every sector are successfully using Process Director's business application development tools to prepare and deliver transparent, end-to-end digital applications offering engaging customer experience, robust business process governance, regulatory compliance, and smooth, efficient operations.

Schedule A Free Demonstration

See for yourself. Contact us for a free Process Director demonstration from a BP Logix business process management expert.

Process Director BPM Software as a SharePoint Alternative

If your organization is currently using SharePoint or if you’re searching for  better a Sharepoint alternative, then Process Director BPM software is the perfect solution. While Microsoft SharePoint includes some basic workflow functionality out-of-the-box, as well as separate tools for developing more advanced workflows, it’s not the only BPM solution available to manage, monitor and optimize workflows and business processes. In fact, while organizations may have chosen SharePoint for its collaboration, file sharing, and publishing capabilities, many are now looking for a SharePoint alternative for business process management (BPM) solutions when it comes to automating and monitoring anything beyond the most basic workflow scenarios.

Most businesses turn to SharePoint BPM but they underestimate the complexity of their existing processes. Translating a business process–such as onboarding a new employee–from a paper-based, manual process to a forms-driven, software-based process can be challenging. This kind of effort requires organizations to document and diagram the process; clarify roles, responsibilities, logic and decision points; and then map these steps and processes to capabilities provided by the software tools at hand. Translating the manual, human-based process of “bugging Mary in HR to approve a change" into a technology-based process that involves emails, reminders and escalations is challenging.

Indeed, most organizations interested in leveraging SharePoint workflows for more complex real-world workflows immediately find themselves stymied by the limitations of the out-of-the-box SharePoint workflows. At this point, organizations need to look at developing the more complex workflows. Microsoft offers its Designer product line which provides a range of tools that claim to provide “no code” solutions. More often than not, however, these solutions do require developers (and code) and are therefore considerably more complex to create and maintain than one might hope. Process Director from BP Logix is a SharePoint alternative that offers a powerful set of tools that organizations should consider when faced with the challenge of rapidly deploying flexible, robust workflow apps.

Because it is a BPM platform, Process Director provides enterprise-strength BPM capabilities. The business rules engine enables business users to define and govern their processes with logic that is independent from the workflow, which provides greater flexibility and faster change when needed making it one of the most comprehensive SharePoint workflow alternatives on the market. In addition, the integration capabilities provide the ability to extend a complex business process across departments, and out to partners, suppliers, and customers.

Key Benefits of Using Process Director

Increased Efficiency

If business process improvement is important to a business then business process automation and metrics are a core requirement. Process Director measures the performance of each activity within a given process; as the process is executed over time, Process Director learns how its actual timeline varies from the original forecast. This unique capability, called predictive analysis, differentiates Process Director from other Sharepoint workflow alternatives as it alerts process owners that upcoming activities may not complete on time, even before those activities have started.

No Programming

Process Director is a rapid application development software making it extensible, usable and able to integrate with a changing IT environment. This allows organizations to arm themselves with the tools it needs to rapidly build and deliver complete, end-to-end digital applications: without programmers and with low code BPM or no code BPM. As a result, Process Director equips the business to respond to the fast-paced, ever-changing needs of the marketplace.

ROI

In any growing organization, the number of homegrown and off-the-shelf solutions accumulates pretty rapidly. Each one brings with it another team, another vendor, maintenance, updates, infrastructure, and training. Process Director gives the CIO the opportunity to start replacing those products with a flexible, customizable, streamlined solution addressing a huge variety of business needs in operations, finance, HR, IT, sales, and other areas. With fewer vendors, less maintenance, reduced training costs, smaller infrastructure, Process Director helps organizations increase their ROI.

Simplify the Organization, Location and Distribution of Documents, Content and Electronic Forms

Process Director’s document workflow management system has integrated functions that simplify the organization, location and distribution of documents, content and electronic forms. Data is automatically assigned metadata, allowing approved information and content to be made available to internal or external users.

Process Director Document Workflow Management System Features

Process Director includes two key document workflow management features that help simplify the organization and distributions of electronic forms and electronic documents:

• Knowledge Views

Knowledge Views form the foundation of our document workflow management system comprised with intelligent navigation, searching, retrieval, data mining, charting and ultimately delivery of information and knowledge. A Knowledge View allows both authenticated and anonymous users to navigate and retrieve related content or display it graphically. A Knowledge View provides a simplified, focused view so that end users are presented with only the information they need making the managing of documents efficient. Users can easily “zoom in” using a dynamic table of contents built by the Knowledge View to retrieve documents, Smart Forms or process related information.

• Hierarchal Taxonomy

A hierarchical taxonomy offers business users the ability to structure content in the way that makes the most sense for their organization. Process Director's document management system supports a flexible and easy metadata structure that enables you to categorize and label documents, Smart Forms, and digital content, making information more secure and easier to locate.

Process Director Document Workflow Management Use Cases

Whittier Health Network

Whittier Health Network, founded in 1982, provides quality, comprehensive medical care to its residents in a compassionate “family” care setting.

Employing 2,500 people across 12 locations became a challenge every fall when the benefit enrollment process was initiated. As it had to be completed for all employees within a three week timeframe, the sheer volume of documents that had to be processed made the process onerous. Seeking an enterprise document management system that would take the pain out of the benefit enrollment process and achieve efficiencies was the IT department’s primary objective. Any document management solution Whittier acquired had to include workflows, electronic forms, an automated review and approval process and be competitively priced.

National Eye Institute

One of the requirements National Eye Institute faced dealt with improving its document management system in regards to its retention processes and procedures. One of the most visible sets of documents within NEI involved its ethics reporting process. Since reporting requirements also change from year to year, every Institute employee has to complete forms, validate ownership of funds, and be prepared to address financial and also moral ethics requirements. No sooner had the current year’s ethics reporting been completed than the process of vetting employees for the new year began again.

NEI needed a system that built on a methodology that was easy to configure, would enable information to be extracted and analyzed and addressed its IT security requirements as well. Process Director provided the document workflow management system solution National Eye Institute needed. From its early work in document management, National Eye Institute turned to Process Director to handle document disposition, storage and retention.

Schedule a Free Software Demonstration

Let us show you how Process Director can address your BPM compliance and business process governance needs, as well as enterprise document management and retention requirements. Schedule a free BPM software demo today!

Just Because You’re Away From the Office Doesn’t Mean You’re Out of the Loop.

Mobile BPM and mobile workflow solutions can undoubtedly give an organization more options as to how the company conducts its business. Processes and workflows require people to make decisions and add information at different points along the way. A process that is making use of all available data will need the input of people who may not necessarily be on-premise, or operating from the same type of device.

Process Director BPM Software is Web-Based and Mobile Friendly

Process Director has always been the mobile BPM solution of choice for meeting the business process management (BPM) requirements of enterprises, mid-sized companies, agencies, and non-profits. These business and IT leaders have moved beyond antiquated workflow tools toward Process Director to automate and improve their critical internal business processes, and have realized the many benefits of doing so.

Increasingly, forward-looking organizations have begun to look for ways to take advantage of cloud-based and mobile technologies to extend their business processes not only more broadly across their own enterprises, but also outward to their customers, partners, and suppliers. Process Director provides the BPM software and workflow software capabilities and features to make this strategic expansion possible.

Process Director mobile BPM and mobile workflow solutions were built with three simple principles in mind:

• Engage the customer by making it easy for her to communicate her problems and expectations, and for you to acknowledge them.
• Embrace the customer by enabling him to participate directly in business processes you have designed for them.
• Extend the cloud into your work environment by integrating popular cloud services within your workflows.

Process Director empowers users with mobile devices such as tablets, laptops, and smart phones to participate fully in your organization’s workflow processes.

Using your mobile device, you can:

• Review, complete, and submit forms
• View dashboards and reports
• Attach photos or record GPS data to forms
• Complete tasks via email while offline

Mobile BPM and Mobile Workflow Solutions For Field Service and Inspections

For management: Real-time visibility and transparency

• Configurable, rules-driven workflow, Corrective/Preventative Actions (CAPA)
• Real-time geolocation tracking
• Configurable UI/UX: reports, forms, charts, and more.
• Easy information sharing
• Robust data and user security
• Real time integration with enterprise applications (e.g. ERP, CRM).
• Mobile-ready
• Offline information capture
• Custom searches, fully accessible history

For field staff: Fast and easy data capture, wherever you are

• Intuitive user interface, whether using tablet, smart phone, or desktop
• Broad mobile data collection, including photos, video, location
• Automated rules-driven distribution of collected data
• Maps integration for easy route planning
• Offline data collection, routed automatically when back online
• Capture live customer signatures
• Email integration for alerts, notices, updated instructions, etc.

Mobile BPM Example: Field Service and Inspections at the City of West Allis

The City of West Allis (Wisconsin), uses Process Director and its mobile BPM and mobile workflow solutions to manage a variety of processes that can best be accomplished by employees in the field. Building inspections are among the most time-consuming processes that City employees must regularly manage.

Jim Jandovitz, the Director of Information Technology and Communications, fully knows the value of the field service management software solutions that Process Director provides. He said, “If we only saved five minutes per inspection we would be saving tens of thousands of dollars per year. With building inspections alone we can anticipate saving almost 3,000 hours or 1.78 positions. And, as people retire we won’t be filling those positions which is an additional cost saving.”

Learn more about how the City of West Allis is accomplishing financial savings and efficiency improvement with field service and inspections. Read the Customer Story.

Mobile Devices

Process Director mobile BPM and mobile workflow solutions support most mobile devices, including Apple and Android smart phones and tablets, and Mac and Windows laptops. eForms are responsive and will automatically adjust themselves to match smaller form factor devices like smart phones; additionally, you can directly manipulate the way your form is presented on various devices for a fully customized experience. There's no need to download yet another app: Process Director mobile BPM solutions works with the browser your mobile device already has.

Even though it runs in your browser, Process Director can takes full advantage of your mobile device's unique features. Snap a photo to attach to a workflow, or record your GPS location information at the click of a button. Process Director's mobile workflow management features are perfect for:

• Audits
• Inspections
• Clinical Patient Visits
• Field Service Work
• and more...

The Elastic Cloud-Based Workflow Solution

No business is 100% predictable. On some days, you can hardly handle the volume that’s coming through the door. On others, there’s extra time to catch up. But are your cloud workflow management software solutions flexible enough to accommodate both your busiest and quietest periods? Or, do you have to pay for peak capacity at all times, just so that it’s available when you need it?

Private Instance Cloud-Based Workflow Solutions

VARIABLE CAPACITY

Fluctuating demand for your services may be predictable (for example, an accounting firm during tax season) or seemingly random. In either case, Process Director cloud BPM and cloud workflow management software has you covered with self-provisioned resources and elastic billing.

EASY UP, EASY DOWN

Project-driven customers can take advantage of Process Director’s easy provisioning/deprovisioning. Quickly bring new instances online as new projects arise, and just as quickly deactivate them when each project is complete. Elastic billing makes it easy for you to allocate costs appropriately.

FLEXIBLE ARCHITECTURE

Choose the workflow solution that best fits your needs and your budget. Process Director BPM and workflow management software can be provisioned as a virtual instance on shared hardware, or on-premise dedicated hardware. And, your license does not limit the number of users, workflows, or reports in your environment.

SECURITY AND RELIABILITY

Regardless of which architecture you choose, your Process Director BPM software private instance is allocated for your exclusive use. Dedicated CPU and memory resources, and a dedicated database instance, offer you the flexibility to provide as many workflow applications to as many users as your business requires.

ON-DEMAND RESOURCE MONITORING

Of course, in order to be sure that you’re provisioning the appropriate resources for your needs, you need to be able to monitor those resources in real time.

Process Director Cloud Workflow Management Software offers:

• Historical resource usage
• Threshold-triggered alerts
• Scheduled auto-provisioning

Multitenant Cloud-Based Workflow Solutions

For smaller applications, applications with a limited number of users, or just as a quick way to get started, Process Director cloud workflow management software also features a multitenant option. The multitenant option offers the full power of Process Director cloud BPM and cloud workflow management software solutions at a fixed per user cost. Of course, multitenant customers enjoy the benefits of elastic provisioning, enabling you to increase or decrease the number of available user licenses as needed. Your invoice will automatically reflect these changes, and will include billing codes that will allow you to allocate usage costs appropriately within your organization.

Schedule a Free Demo

Schedule a demonstration of Process Director BPM platform and discover for yourself how this unique business process management software platform empowers you to innovate, respond to market demands, and delight your customers. Or, contact us to learn more about how our BPM and digital transformation solutions have helped our customers conquer their digital challenges.

Automate Your Workflow Processes with an Advanced BPM & Workflow Management Application

Enterprise workflow automation software and BPM software enables organizations of every stripe to become more efficient and effective. By eliminating legacy paper-based processes, workflow automation makes your business, agency, or non-profit better organized and more responsive.

Process Director Enterprise Workflow Automation Software

• Rapid Application Development: 100% web-based GUI workflow builder for business users—no programming required
• Business Process Improvement: Process Timeline also offers process owners the ability to examine “what-if” scenarios, enabling them to predict the impact of an anticipated or hypothetical delay in a given process instance.
• Document Workflow Management: Route, manage and locate documents, eForms and content in accordance with your existing business processes

A Workflow Management Application Purpose-Built for Today’s Business Users

Process Director's unique workflow process software enables easy, point-and-click process modeling; automated routing, business activity monitoring (BAM), and sophisticated content management. The workflow automation software is configured through a 100% web-based interface enabling you to graphically model and build processes, requiring neither development nor advanced IT resources.

Using Process Director, business users create workflows, forms, and business rules without assistance from IT. Automated workflows enable organizations to take control of their business processes. Process Director workflow automation software ensures that critical information and vital documents are routed, reviewed, and revised in accordance with corporate and regulatory policy.

Of course, with modern workflow tools such as Process Director integrates with existing user directories such as Active Directory or LDAP, enabling your organization's entire staff to participate fully with automated workflow process software. Process Director enterprise workflow automation technology  automatically notifies users of assigned workflow tasks via email and is presented with a concise and easy-to-understand web page relevant to the task or activity requested. They do not require specific knowledge about the overall process because requests are automatically routed to the appropriate users as tasks are completed.

BPM application integration with the rules engine enables business analysts to define rules and conditions that control the routing and assignment of users.

Process Director automatically routes documents, forms and tasks in accordance with defined or ad hoc business processes. In doing so, the enterprise workflow automation aligns processes with business goals and individual job responsibilities, thereby uniting business, people, and technology.

Key Benefits of Process Director

• Improved Efficiency: Reduce paper handling and manual routing; eliminate errors and improve the lifecycle of document, content and forms processing.
• Easy Automation: Take advantage of Process Director's easy graphical tools to transform new and existing processes into powerful automated workflows.
• Enhanced Regulatory Compliance: Ensure a robust GRC (governance, risk, and compliance) posture using Process Director's strong authentication, authorization, and audit capabilities.
• Reduced Errors and Miscommunications: Email notifications, dashboards, and process intelligence reports ensure you stay on top of every step of every process.

 Schedule a Demonstration

See this advanced workflow process software for yourself. Request a free workflow software demonstration of Process Director today.

We recently launched a new educational series: It’s Time to Think Differently About Applications, which will provide a series of articles, videos, and other resources that explain how organizations can gain advantages from a new, innovative approach to business application development. The purpose is not solely to offer a prescriptive roadmap for how you can improve and accelerate app development. It’s also about creating an organizational mindset around how to use business applications more effectively to address customer needs.

The series will be populated with new resources periodically over the coming weeks. It is our hope that these items will be both instructive and energizing. Most will undoubtedly recognize how there is a better way, one enabled by lean, modern technologies, that that will have dramatic impact on the way they concept business applications and use teams to build them.

Internet entrepreneur turned venture capitalist, Marc Andreessen, famously said, “Software is eating the world.” His point was that more and more of global economic activity is dependent upon business software applications and the processes they enable. People adapt to those changes through their behaviors, which created a rush to build better business applications. This, in turn, encourages employees, consumers, and others to buy, communicate, share, and transact online.

Andreessen made this comment in a 2011 Wall Street Journal essay; a lot has changed since then. With the rise of the cloud, mobile, and IoT, we are in the age of digital transformation. One might extend the metaphor to evolve to something like, “The way business software is developed is eating software.” OK, that might be a stretch, but the fact is that organizational activity is increasingly reliant on transaction-based processes, which are then delivered to stakeholders in the form of business software applications. These are the drivers of efficiency and revenue, and to accomplish standard business goals at today’s pace demands that these applications be built and adapted continuously, as business needs change.

The movement enabling this is digital transformation, which is all about change. However, change is not a goal unto itself. For organizations going through this transformative process, the effect that come from implementing new, agile, continuously innovative technology is that they are better able to adapt to changing business needs by applying technology rapidly and accurately to solve specific problems. To be successful, there has to be an understanding of how to use the right technology, and how to best apply it to the right situations.

For most people, the idea of app development is synonymous with coding and all the methodologies that come with it. But we’ve moved into an environment where non-technical people can take control of their tasks and goals by adapting business applications to help them achieve their goals. In the first piece in the series, Intellyx analyst Charles Araujo explains five ways to think differently about applications, and he initiates it with an emphasis on the customer journey. At BP Logix, we spend a lot of time with customers so we can learn from them and how they use Process Director. By understanding how they build business applications and leverage them to connect employees, partners, customers, and other stakeholders, we are better able to improve our own product. But we also learn the outcomes of how they integrate Process Director BPM software into their organization and how it supports their own needs. The ones who have been most successful, in terms of ROI of technology investments and overall revenue increase, are the ones who have created a culture of transformation driven by business applications.

Irrespective of how long you’ve been developing or using business applications, changes brought about by this new paradigm are welcome ones: less code, bigger ability to continuously push new features and functionality, and an agile BPM approach to integration and deployment. For everyone involved with driving business results, understanding that application development is a key part of this, and then understanding HOW to do it is precisely where they will create competitive advantages from business applications. Our educational series will offer all kinds of insights to support their efforts, and we encourage you to join them and us.

With the addition of leading-edge solutions, a new approach to business process management (BPM), and a dedication to change, organizations are adopting transformative strategies that improve the value of what they deliver to customers, and also position themselves for continued change. No aspect of this, however, is more material to the advancement of business goals than  application development, and the organizations that adopt new, innovative approaches are the ones who will reap the rewards of competitive advantages, more efficiency, and more profitable engagement with customers.

A recent TechTarget article by Jan Stafford painted a highly favorable picture of our flagship product, Process Director, and key aspects of AI, predictive analysis and other features that define the most recent version, 5.0. The piece offers a great overview and we’re grateful for the insightful and appreciative perspective Stafford brings to the topic of BPM and digital transformation.

Because we get to see how customers apply BPM functionality and what it ultimately does for their organizations, we have an even deeper perspective that has helped us define the roles that AI-enabled BPM software and intelligent workflow play in actually providing the foundation for the elusive holy grail of all innovative organizations - digital transformation.

What Digital Transformation Means To BP Logix

Now, we recognize that digital transformation can have a lot of different meanings. Indeed, some see it merely as a buzzword, but Process Director initiated the use of predictive intelligence as a core element of BPM. In our minds, digital transformation transforming one’s business isn’t just about transforming one’s business by moving from legacy systems to cloud or mobile environments. Our feeling has been that the value of BPM is in it’s inclusiveness. When business processes include the right people who have access to the most meaningful data, and who can then deliver results that meet specific objectives, we believe that in and of itself is transformative.

Our predilection for collaboration and context led us to make use of BPM and AI to drive users towards better outcomes. As organizations benefited from better compute capabilities provided by more agile infrastructures, we are able to equip them with a BPM solution that anticipates user behavior, expected results, and how to identify and make use of the right applications and data sources for the job. These new platforms could transact, crunch, and make sense of user, process, resource, and event activities to provide a clear picture of optimal outcomes.

Process Director 5.0: BPM and AI Combined

Stafford makes an astute point about Process Director’s use of AI when she says, "Rather than present complex AI features, Process Director 5.0 offers a set of basic machine learning tools that the average app developer can use, such as a point-and-click graphical interfaces that guide configuration processes and display results of analytics, with no coding required.” We recognize that not all organizations will have data scientists available to them to make sense out of massive amounts of data coming from Process Director’s machine learning functionality. It’s also not lost on us that many organizations are not necessarily interested in the data science itself; they want better information and it’s only through AI-enabled processes that they can get that.

We know there is not just a single way to move data and information around the organization. Infrastructures are complex things and combine legacy tools and approaches in conjunction with newer ways that apply agile digital transformation solutions to dynamic environments. The TechTarget piece highlights a comment from Intellyx analyst, Charles Araujo, who said: “The value Process Director 5.0 delivers is less about features, per se, and more about accessibility.” Araujo’s point about accessibility extends not just to users, but also to data sources and the other tools being used in IT environments to provide better intelligence to processes. Access brings more meaning, and when AI is used, it also helps users plan with better precision.

Especially in the midst of evolving environments, where shadow IT can form and organizations rely more heavily on a “bring your own device” (BYOD) philosophy, BPM can act as a foundational element that keeps disparate systems, groups, and even rules and requirements organized around a forcing function; in this case, that function is BPM.

This is how digital transformation is allowed to happen. Some try to position it as a 1:1 migration, as if a company could shut down operations while systems move from massive databases to the cloud. Things don’t work like that; workloads are moved into new, dynamic environments incrementally, but they can’t lose their functionality during the transition phase. It’s up to BPM to maintain consistency and ultimately to enhance the use of data and the technology investment by creating better, more inclusive processes.

Stafford also makes the case that the low-code/no-code BPM approach to application development Process Director offers is core to BPM acting as a foundation for digital transformation. The right tools in the right organization can go a long way towards helping transform how work is accomplished, but giving people the ability to actively engage with these BPM software tools and contextual data to effect change is what truly has a transformative effect.

Bottom Line

BP Logix recognizes that those closest to business issues are in the best position to create corresponding solutions. Having the ability to adapt as goals and business needs change, all without having to engage with IT or apply technical expertise results in faster implementation of meaningful solutions. People being able to respond rapidly to issues, coupled with BPM software tools that support their need to make changes, all leads to the best kind of digital transformation.

Schedule A Demo

Schedule a demonstration of Process Director BPM platform and discover for yourself how this unique business process management software platform empowers you to innovate, respond to market demands, and delight your customers. Or, contact us to learn more about how our BPM and digital transformation solutions have helped our customers conquer their digital challenges.

What is Business Process Management (BPM)?

Business process management (BPM) is the practice of refining business processes that will increase process efficiency and profitability using modeling, business process automation, measurement and optimization of business workflows.

Why is Business Process Management Important To Your Organization?

As business managers, we're expected to embrace − and manage − change in such a way that our businesses grow (and do so with the least amount of disruption.) Business process management (BPM) can play an important role here. And this is especially true in IT, as often the most noticeable changes are the result of changes in software technology which, in turn, bring about improvements in the way people work.

IT departments are faced with both managing change and improving productivity. When information flow is manual and paper-based, IT has an opportunity to accomplish both goals.  There are many processes that are a part of the changes management wants to embrace that lend themselves to improving production and increasing productivity. Among them are:

• Onboarding/offboarding and transferring employees
• Ensuring access to applications and resources
• Providing a secure approval process for processing requests
• Coordinating requests across departments, facilities, vendors, and suppliers
• Ordering and supplying software, hardware and equipment
• Obsoleting or disposing of assets
• Maintaining and accessing information for audits

The solution to these challenges resides with automating change control. Business process management software provides a consistent method for routing and tracking the flow of IT requests and information.

What is Business Process Management Software?

BPM software is software that enables organizations to improve process efficiency by monitoring, optimizing and automating their business process with data and analytics.

What Are the Benefits of BPM Software?

When you look at how business process management software and workflow software have helped companies achieve business process improvement, you may start to get eager to start reaping the benefits of BPM software and everything that comes with it such as improved process efficiency and productivity. Considering that companies are reporting a 75% reduction in data entry, and are 50% faster in making decisions is exciting.

How BP Logix Can Help

Process Director combines the easiest and most efficient business process management and digital process automation software in the industry with a rich set of workflow tools offering snap-in data integration, rapid prototyping and release, and comprehensive reporting and analytics.

Check out these BPM examples by industry to see how our customers in every sector are successfully using Process Director to prepare and deliver transparent, end-to-end digital applications offering engaging customer experience, robust business process governance, regulatory compliance and smooth, efficient operations.

What is iBPMS?

The evolution of BPM technology, like most technology, has happened quickly. Within the industry, we have seen great strides and early adopters have come along on that journey to see truly revolutionary advances. As more enterprises look to streamline business processes and build leaner, more efficient business models, so must BPM technology become more effective. Therefore, Gartner has recently introduced the concept of intelligent BPM (iBPMS).

Gartner defines iBPMS as platforms  with "capabilities such as validation (process simulation, including "what if") and verification (logical compliance), optimization, and the ability to gain insight into process performance have been included in many BPMS offerings for several years. iBPMSs have added enhanced support for human collaboration such as integration with social media, mobile-enabled process tasks, streaming analytics and real-time decision management."

BP Logix’s Process Director has been named to the Gartner Magic Quadrant for Intelligent Business Process Management Suites (iBPMS) for several years in a row.

What is BPMN?

In the year 2000, the Business Process Management Initiative, a group of individuals intent on promoting the concept of BPM, gathered together and created the ‘Business Process Model and Notation’, or BPMN. This tome, now over 500 pages, has been managed by the Object Management Group since 2004 and serves as the authority for Business Process Modeling Language (BPML) today.

Business Process Modeling (BPMN) vs Process Timeline

• Continuous critical path analysis
• Predictive triggers
• Earliest possible notice of potential future delay
• High efficiency
• Intrinsic parallel behavior

Common Deployment Options

Mobile BPM – The ability to manage workflows and business process with mobile devices

Cloud BPM– Cloud based BPM solutions are now established ways of delivering and working with software and applications. Going this route saves on infrastructure investment.

Social – A strategic BPM tool that focuses on customer engagement, customer service and customer retention within your workflows connected to social media channels.

On-Premise – Allows organizations to keep all of their workflow systems in-house.

Choosing The Right BPM Software Vendor

Choosing the right business process management software vendor takes a lot of time and research. To help you with that process we came up with four elements organizations may want to consider in relation to selecting the right product and fit within your organization.

An Award-Winning Solution

BP Logix and Process Director have won BPM awards for innovation and excellence from many prestigious organizations, both domestically and abroad. Our most valued recognitions, however, come from our customers who have achieved goals beyond those they had originally imagined through their partnership with us.

Process Director BPM software offers:

• Unsurpassed ease of use
• Rapid time-to-value
• No programming

Schedule A Demo

BP Logix makes innovative and intelligent BPM software that drives digital transformation in organizations across North America and around the globe. Process Director, the company’s award-winning solution, is a powerful—yet easy to use—high-productivity, rapid application development platform for building, deploying, and enhancing digital applications. Contact us to talk to one of our software experts and schedule a demo today.

Business Process, Digital Applications, and Digital Transformation Solutions

In today's hyper-connected global economic environment, companies are racing to identify and adopt effective digital transformation solutions to engage customers and stay competitive. As a result, BPM software—already the gold standard for developing custom, process-driven digital business applications—is itself evolving to meet the needs of the digital enterprise. BP Logix Process Director is emerging as the digital process automation (DPA) platform of choice for trailblazing private- and public-sector leaders, who count on the award-winning digital process automation platform to stay a step ahead of nimble competitors, shifting markets, and fluid supply chains.

Your organization relies on digital applications to provide the features and experience that set you apart from the pack. No application operates in a vacuum, however: end-to-end engagement means relying on digital channels for communication, engagement, and transactions. From every corner of your business, you need to reach everywhere—in the cloud, on mobile devices, and yes, even embedded inside the Internet of Things (like smart homes and self-driving cars). In short, you need digital transformation solutions to be able to build process-driven business applications that meet your customers, partners, and stakeholders, wherever and whenever they prefer. And you need to do it:

• Quickly. Rate of change is the signature metric of the digital era. Process Director is the platform of choice for no-code, rapid application development in a DPA environment. Process Director gives you all the workflow tools you need to develop fast, deploy easily, and improve on demand.
• Broadly. Your customers can already order a pair of sneakers, catch a ride home, or pay their bills at any time of the day or night, using whatever device happens to be convenient. They expect no less from you. Process Director digital transformation solutions are driven digital applications are cloud natives, boasting a responsive, modern user interface that moves easily between phone, tablet, and desktop.
• Securely. In the rush to share more information, with more people, on more platforms, GRC solutions (governance, risk management, and compliance) can easily become the first casualty of your DPA effort. Fortunately, Process Director digital transformation solutions ensure that your business rules are applied to every application, that every action is logged, and that every actor is accountable.

About BP Logix

BP Logix is a BPM company that offers Process Director, an innovative and powerful business process management engine combining the power of BPM software with the flexibility and leverage of rapid application development—with no programming. Workflow software and eforms are just the beginning of digital app development. Process Director combines the easiest and most efficient business process management and digital process automation software in the industry with a rich set of tools offering snap-in data integration, rapid prototyping and release, and comprehensive reporting and analytics. Check out these BPM examples to see how customers in every sector are successfully using Process Director to prepare and deliver transparent, end-to-end digital applications offering engaging customer experience, robust business process governance, regulatory BPM compliance, and smooth, efficient operations. Contact us to learn more and schedule a free demonstration today.

BPM and Digital Transformation Solutions Improving Business Outcomes

In a world of cloud computing and omnichannel digital access, enterprises differentiate themselves from competitors through time-to-market, agility, and increased engagement with customers. Reaching these goals demands that companies search for BPM and digital transformation solutions: embarking on a fraught digital journey, breaking down organizational silos and rationalizing disparate data sources to create a new framework for delivering and continuously improving digital solutions.

The goal of this digital journey is nothing less than the transformation of the enterprise itself: the way it works with customers, the way it measures its success—and ultimately, the way in which it thinks of itself.

The Process Director Digital Transformation Platform

Process Director BPM and digital transformation solutions offers:

• Graphical and menu-driven builders for every part of your application: forms, rules, workflows, data connections, etc.
• A seamless combination of structured, unstructured, and case-management process patterns.
• Flexible interaction styles, including web-based, email, and offline.
• Freedom from complex data definitions, flowcharts, and other relics of a slower-moving era.
• AI-Enabled business process management (predictive-BPM)
• IoT connectors
• Process Timeline™, the simplest to create and most efficient to execute process engine in the marketplace.
• Cloud, on-premises, or hybrid deployment.

Setting Out on Your Digital Journey

You can’t climb a mountain in worn-out shoes, and you can’t dominate in the digital age using tools that have barely changed since the turn of the millennium. Let’s face it: the decades of accumulated home-grown code—millions of lines of it—defies modernization. And the inflexibility and sheer volume of packaged applications—and the procurement, support, and training required for each—is unsustainable.

It’s time to change the plan: time to meet the digital challenge with a robust digital response.

Schedule a Free Demo

Process Director sets the pace for your digital transformation. Schedule a free demonstration of Process Director, and discover for yourself how this unique BPM software platform empowers you to innovate, respond to market demands, and delight your customers. Or, contact us to learn more about how our BPM and digital transformation solutions have helped our customers conquer their digital challenges.

Automate, Track and Record All Your Review and Approval Workflow Processes

Sometimes it seems like everything you do at work requires some type of review and approval workflow process. Whether artwork or documentation, purchasing orders or vacation requests, everything has to be checked and re-checked before proceeding.

Review and approval workflow process such as routing paperwork to the right people in the right order—without losing anything along the way— can be a difficult challenge:

• Requests are sent off with no way to track where they stand at any given moment
• Paper forms are inherently error-prone and easy to misplace
• A missing link in the review and approval chain, due to absence or unavailability, can bring the whole process to a halt
• Responding to audit or discovery requests can be expensive, time-consuming, and produce unreliable results
• Paperwork can rarely be handled by multiple individuals in parallel: it must make its way sequentially through the process

The reasons listed above are why forward thinking organizations are searching for automated approval software solutions  to solve their review and approval workflow challenges which can help reduce operational cost and improve employee satisfaction.

Advantages of our Automated Approval Software Solutions

• Ensures that the proper approval workflow process is followed, each and every time
• Turns your lengthy, sequential manual processes into efficient, highly parallel automated approval processes
• Eliminates lost paperwork by permanently storing all electronic forms, documents, and other data until you delete them
• Approval software that keeps things moving through our patented business process automation software technology that automatically escalates tasks that aren't completed in a timely fashion
• Simplifies and accelerates access to archival data in response to audit or governance, risk and compliance requests

Request a Free BPM Software Demo

Leo Burnett Case Study

The Problem

Leo Burnett Worldwide is one of the world’s largest agency networks and the parent company of Leo Burnett and its marketing services arm, Arc Worldwide. They had identified the need for a more formal, technology-based solution to route client estimates for approval. Recognizing that automating the Agency’s project estimating procedure was a priority, that team had agreed to replace a tool which had outgrown its original scope. They needed a review and approval software solution to route estimates for the work that every client requests from the agency, as all estimates created for clients goes through a process that involves periodic updates along the way.

The Solution

Leo Burnett chose Process Director as their approval software solution and soon after Leo they decided to license Process Director they identified a ‘short list’ of 12-15 projects. The Automated Estimating System (AES) was the first one that needed to be addressed and completed as the agency needed a uniform workflow software solution to route, manage, review and approve all client estimates.

In the Leo Burnett environment there are designated users who create estimates for all new work entertained by the agency. Depending upon specific project criteria, each estimate is required to have specific levels of approvals prior to the commencement of work. These criteria are predefined and have been built into Process Director, allowing each estimate to run through a corresponding approval that routes it to the correct agency and client approvers. The approvers receive email notifications and are able to open, review and approve the estimates entirely within the system. Automating the estimating process drives efficiency, while allowing the agency to maintain strict internal controls and ensure that each review and approval workflow are received in the correct sequence and from the appropriate parties.

More BPM Examples

Request a Free Demo

Process Director approval software solutions sets the pace for your BPM and digital transformation. Request a free demonstration of Process Director and discover for yourself how this unique BPM platform empowers you to innovate, respond to market demands, and delight your customers. Or, contact us to learn more about how our business process management software have helped our customers conquer their review and approval workflow challenges.

Organizations go to great lengths to explain to prospective BPM vendors their company culture and how technology is used therein: from overworked IT departments that are not able to respond to change requests in a timely manner, or a remote sales team that operates predominantly in the field who requires mobile and cloud capabilities, or that the main users are youthful and more accustomed to consumer-like user interfaces. No matter the situation, companies due their due diligence to be clear on what application integration capabilities are required in their potential workflow solution and how it should augment within their current infrastructure.

Extensibility and Enterprise Application Integration Capabilities

Organizations are becoming more complex. That said, they do not want it to also become more complicated. They increasing rely on internal data from enterprise application as well as from third-party repositories. Without them, they would not have a complete picture of what their company is doing or how problems can be addressed as they arise. Choosing a low-code/no code BPM solution that has application integration with APIs, workflows, forms and business rules, offers, hooks and callouts that support scripted interactions is now necessary to achieve a macro-view of an organization. The ability to access data through application integration with extensive web services and APIs because the solution adheres to WSDL and works with REST-enabled applications also is stepping into the forefront of decision-making queue. With a solution having BPM application and workflow application and document imaging integration build in, the confidence that it will be able to meet not only current needs— but also ongoing changes as the organization grows, changes, and adapts— becomes secure.

Process Director BPM Software Offers The Following:

• Database Application Integration
• Document Imaging Software / Scanners
• File System Monitor Application Integration
• Email Servers
• Web Services / REST
• Social BPM Application and Workflow Application Integration
• SharePoint Integration

No Programmer? No Problem

If your goal is to deliver data digitally and fast then Process Director is the BPM software solution for you. With Process Director rapid application development software, you can focus on solving business issues instead of creating software to do so. BPM software that relies on low code or no code is relevant to business users today.

Schedule a Free Demo

Process Director sets the pace for your BPM and digital transformation. Schedule a free demonstration of Process Director and discover for yourself how this unique BPM platform empowers you to innovate, respond to market demands, and delight your customers. Or, contact us to learn more about how our business process management software have helped our customers conquer their digital challenges.

Improve Business Processes With BPM Software

Organizations want to grow and prosper, but the process efficiency they rely on is not always optimized to get them where they want to go. Just like any system, a change of focus or direction creates an inefficient use of the underlying foundation. While we all expect to be able to adapt to the new environment, we still have to run our business. Stopping to re-tool does not always seem to be a prudent step towards improving business processes.

How BPM Software Can Help

Business Process Efficiency Improvement Due To Growth

BPM software and workflow software provide great value because, done the right way, it can integrate organizational behavior and legacy systems in a flexible way. As your organization changes, business process management and process efficiency can adapt with it.

Perhaps you are at a point where, “what got you here won’t get you there.” That is a natural state for an organization because it reflects growth. That is good. The fact that you recognize the need to operate in a different way is also good. This is the right time to think about how your organization and your business processes can be improved with BPM software.

Liquid Controls Improves Business Processes With Process Director BPM Software

Liquid Controls

Liquid Controls, a division of IDEX Corporation, has been a leader in flow measurement and process control instrumentation for over 50 years. The company serves a variety of industries from adhesives and beverages to cosmetics and pharmaceuticals. Its products are used in fields as diverse as agriculture, manufacturing, the military, textiles and printing ink. Liquid Controls relies on in-house designs and a network of strategically located distributors to ensure that global customers are supported with technology tailored to each industry’s particular requirements.

Problem

Like most successful companies, Liquid Controls (LC) has an intranet that employees access for the forms and information they are seeking – from policies and procedures to expense forms. Employees wanted to make changes to these documents to reflect changing business processes, however the existing system could not accommodate those changes.

In addition, the Intranet provided a sales quoting tool that was used daily. While the form itself was appropriate it did not include a workflow management software solution. As a result employees would complete the form then submit it for manually processing, resulting in many documents being lost or misplaced.

With so many forms on the intranet being static and manual, Liquid Controls’ intranet appeared to be more of a repository than the dynamic portal it was envisioned to be.

Solution

To address the business process efficiency need, Liquid Controls needed a system that would address the work the way that employees worked. They began searching for electronic forms software and document workflow solutions. The search was quickly expanded to include workflow solutions, however, as it became apparent that addressing the underlying need for business processes efficiency was very important. Additionally, the IT group wanted a solution that did not require extensive back end development. IT wanted :
•A fast implementation and roll-out.
•A product that would be easy to rewrite or change as business processes changed
•Version control capabilities.
•A workflow tool that would allow IT to process user requests rapidly.

Liquid Controls is using Process Director for workflow applications ranging from attendance and engineering change control to shop floor work constructions. One challenge was to provide the appropriate workflows to ensure that a new hire could be able to build a product to the same tolerance as a more senior employee. Building a flow meter , for example, requires 600 work constructions. Changes to the process are now done through a workflow. Approved instructions are published in real-time which makes them available to shop floor employees immediately.

The IT department lives in a world of non-stop projects. Liquid Controls is in expansion mode always, with new companies being bought all the time. There are also gaps between the old and new ERP systems. Process Director helps to fill the gaps.

And then there are the business process governance issues. Liquid Controls is audited at least once a year for its ISO accreditation, as well as undergoing Sarbanes-Oxley (SOX) audits. Once an organization is ISO-certified, procedures must be available to anyone who need to see them. Process Director BPM platform aids in business process efficiency by automating reporting, monitoring and auditing of processes seamless and gives authorized employees and auditors access to the information they need and the approvals that were given.

Perhaps the biggest advantage Liquid Controls has gained from using Process Director is that the IT team does not need to write code due to rapid application development, allowing them to focus on deploying other BPM applications.

Liquid Control employees appreciate the user interface and friendliness of Process Director. IT appreciates the business logic that lets them dive as deep as necessary to be consistent with their business process. Process Director is a low code BPM solution that  enables Liquid Controls to improve their business process efficiency to drive from the results side backwards and to better leverage its investments.

The roadmap is simple, and we are here to help. Contact us and schedule a free BPM software demonstration today.