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Earlier this year Microsoft announced a plan to discontinue InfoPath as part of its business software portfolio, sending organizations all over the globe scrambling to look for a InfoPath replacement for their forms management system. To ensure both the proper creation and distribution of electronic forms, many companies began talking with us about Process Director – its smart forms capability and more.

During those conversations we heard these companies describe that InfoPath, while successful at serving their very basic forms needs, lacked the business process automation and workflow solutions that they needed. What they wanted with their InfoPath replacement solution was not just a better way to manage forms, but also a more efficient way to conduct their business.

Process Director's Ties To Microsoft

We have long been supporters of Microsoft. All of our products are, in fact, built on Microsoft technology. While Process Director BPM platform and InfoPath share some common functionality, prior to the announcement we did not engage in a lot of conversations with companies seeking to implement forms via InfoPath. We recognized that InfoPath was efficient at managing forms, especially when forms moved in a linear fashion across the organization (requestor initiates a form, form is routed to approver, approver routes to next actor, and so on). And we understood that it was adept at storing and managing documents and versions of documents. As a component of Microsoft's suite of tools, we also understood that InfoPath was introduced to many enterprises as a complementary product and gradually became entrenched into various organizational processes.

InfoPath carried both the benefits, but also the burdens, of a legacy product. With Microsoft's announcement, enterprises are recognizing that it does not make sense to keep forms isolated to document workflow. With the proliferation of apps and the ubiquity of their use (in the cloud, on mobile, through Internet of Things devices), organizations need their forms to be flexible – and to be an integral element of both their process and workflow solution.

Process Director As An InfoPath Replacement

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As companies look for Infopath alternatives, we are eager to hear their stories. Our default button does not necessarily go directly to Process Director BPM software as an Infopath replacement. There will continue to be organizations that want a rudimentary forms tool – and little more. While they can get that with Process Director business process management software, they may want to continue with their InfoPath implementation. For those who have an eye towards and Infopath replacement, however, we think it is important to consider those things that InfoPath is capable of, yet where Process Director excels:

Effective workflow management: Forms hold value in two ways: 1) The data they contain, and 2) The ability to act on that data. InfoPath pulls data from SQL databases in a very specific way and, once pulled, requires manual effort to route forms accordingly. For years we have heard that no one wants or has time to "babysit" authorizations or data requests being communicated in forms. With Process Director as an InfoPath replacement, we can apply workflows enabling forms to get to their intended recipients, with alerts being sent when action is not taken within the proper timeframes. Simply having forms is irrelevant–it is the actions derived from acting on the forms that drives the business. Knowing when something has arrived, understanding who needs to act on it, then routing the form to the appropriate ‘next’ person is precisely what an integrated workflow/forms solution provides.

Intelligent application of forms: We use the term "smart forms" to describe the operations involved in designing, deploying, routing, managing and analyzing forms and the data they communicate. There is the front-end, which includes advanced HTML and form creation abilities, and the back-end, which provides integration with apps, legacy apps and databases. If choosing Process Director low code / no code BPM platform as your InfoPath replacement users are served with a sophisticated way to create rich, interactive forms that does not require programming.

Business flexibility: Business priorities change rapidly – and the workflow tools we rely on must keep up. A delay in implementing new processes due to updating cumbersome tools is not acceptable. When that task falls to IT, as it usually does, and when there is already a backlog of requests, processes cease to be used, or are used inefficiently while waiting to be updated. If you're searching for an InfoPath replacement it may shock you to know that Process Director was built, from inception, to facilitate updating and modifying processes by non-programmers. That means that almost anyone in the organization can identify where eForms are needed, create and manage that form – then adapt it. Basically, anybody who can use Word can learn to build effective forms with Process Director.

Ultimately, forms are about delivery – delivery of value from technology to enhance users behavior. When this happens, you can focus on your business- and maximizing its value.

Try it out:

• Request a free BPM software demo of Process Director

Learn more:

• Workflow Automation Software Capabilities
• Workflow Solutions

Business process management has been a focus of enterprises who desire an improved bottom line as a result of better processes. The strategies include both software and non-software based solutions in order to create overall process excellence.

“Process excellence is about process effectiveness and efficiency. It requires processes to be designed and improved for consistent delivery with minimum variation and minimum waste.” Source: BusinessExcellence.org

Businesses must have processes in place, even if they are inefficient. Even in a child’s lemonade stand, for example, customers are attracted, an order is taken, and service is provided. The ability to get repeat customers comes from a process that is consistent and predictable.

By improving output (customer experience) coupled with internal efficiencies, enterprises have learned the key to profitability, longevity, and growth. This is why it is so important and why businesses want to achieve it. Business process management (BPM) is software based and includes using smart forms, workflow automation, and streamlining business processes to increase business process improvement.

Process Excellence Use Case Study: Pethealth Insurance

Pethealth Insurance, Inc. recently announced they were chosen as finalists for the 2017 Process Excellence Network (PEX) Award in the category of “Best Business Transformation Project”. By implementing BP Logix’s Process Director BPM software, they were able to reduce claim processing time and improve customer engagement. With over 10,000 claims per month and multiple insurance products, claim processing was complex, to say the least.

With Process Director BPM software implemented, Pethealth Insurance, Inc. was able to reduce claims processing time by 70% and claims-related call volume by 55%. They cut more than half of their overall data entry including redundant entries, reduced duplication of claim submissions, and eliminated duplicate invoices.

They now have a streamlined system that offers a better audit trail for compliance management, real-time claim status, cost tracking, and KPI reporting. Business process improvement was a key initiative for Pethealth, and they now have a BPM and workflow software solution in place to support it.

“Pethealth is an excellent example of a customer committed to not only transforming its processes, but also enhancing the customer experience. We are gratified that Process Director is the engine behind this transformation.” Jay O’Brien, CEO of BP Logix

Process Director is an award winning BPM software designed with process excellence and efficiency in mind. Learn more about BP Logix’s Process Director for your business and request a demonstration. One of our BPM experts will learn about your goals and requirements and tailor a demonstration to meet your specific needs.

Automation is the buzzword of modern-day business process management. If you are in the business of claims processing, this may be more true than ever before. Today’s customers expect responsiveness, and with limited staffing and/or limited budgets, businesses must find a way to provide a good customer service, while also using technology to create profitability, agility, and growth. BP Logix’s Process Director BPM software does just that, as Pethealth and Multiplan learned.

Pethealth Claims Processing Automation

Pethealth, Inc. was founded in 1998 and is a leader in pet microchip identification, pet insurance, pet products, and animal management software. Offering several insurance products, each with their own criteria, and processing over 20,000 claims per month, they needed a claims processing automation solution to support the level of customer service they desired.

Stuart Janzen, Senior Solutions Architect at Pethealth identified the need for a claims processing automation solution that would be customer friendly with easy-to-use forms. He also needed a searchable database and compliance compatible system that would provide information necessary for an audit.

“Tracking data and being efficient are very important to Pethealth. We wanted to provide a better customer experience while reducing both processing time as well as the delays that sometimes arise in processing. For problem solving and creating efficiencies, there is nothing that compares to BPM,” Stuart Janzen, Pethealth.

As a result of their BPM software implementation to support their claims process through Process Director from BP Logix, they are currently finalists for the PEX Network Award (2017).

MultiPlan’s Claims Automation Needs

Founded in 1980, MultiPlan is the nation’s leading comprehensive provider of healthcare cost management solutions, serving an estimated 57 million consumers. Multiplan provides a single gateway for managing the financial risks associated with healthcare claims to primary, complementary and out-of-network providers.

Focused on quality and efficiency, MultiPlan became aware of their need to retire an outdated database and replace it with a more agile, cloud BPM and claims automation software.

Due to the success of BP Logix Process Director, MultiPlan rolled out the BPM solution in expanded areas and departments, saving time and money in purchasing, approval processes, HR, AP, and more. They continue to find ways to move more processes into an automated and cloud based system, opening up information to more users for better communication, collaboration, and decision-making.

Is BPM software and/or workflow software right for your enterprise? Learn more about BP Logix’s Process Director for your claims processing automation needs and to request a demonstration today. One of our BPM experts will learn about your goals and requirements and tailor a demonstration to meet your specific needs.

You have decided it is time to look for business process management software. Consider Process Director from BP Logix. Award winning Process Director was designed with more than just efficiency in mind. The features and benefits truly show our passion for creating a complete solution that is agile enough to grow as your enterprise grows, while also meeting the unique needs of the individual business, making it one of the best BPM software suites in market.

Features and Benefits of Process Director

Process Director can be used across various industries or can be specific to your unique organization. Ease of use and customization helps makes Process Director one of the best BPM software suites.

100% Web-based, which means:

• NO Programming for integration
• Smart forms to be used in mobile applications
• eForms and eSignatures to reduce postal & printing expenses
• Work and/or access needed information from any internet connected device

Implement better workflow for increased:

• Reporting capabilities
• Efficiency due to streamlining of processes
• Consistency and reduced redundancy in tasks
• Ability to search and track information
• Approval process completion
• Compliance and governance with user permissions

Intelligence is Key To Being One of The Best BPM Software Suites

Technology evolves quickly, and as business process management software becomes more popular with forward thinking industries, BPM technology itself must evolve to stay ahead of the desired competitive edge of such companies. Those looking for leaner processes, increased process efficiency in their business models, and improved relationships with employees, vendors, and even customers, are looking forward to intelligent BPM solutions.

Gartner, a leader in technology research has defined intelligent BPM, or iBPMS as “platforms which help business transformation leaders, business users and solution architects establish a fluid capability to handle big change.”

Because Process Director can be implemented in complex business workflows and includes the patented business process automation solution, Process Timeline, which creates intelligent predictive analysis, it is considered an iBPMS. In fact, BP Logix’s Process Director has been named in Gartner’s Magic Quadrant for iBPMS for several years in a row making it one of the best BPM software suites in the marketplace. This business process management software can be implemented in:

Mobile BPM settings allowing off-site workforce capabilities including field technicians, such as implemented by the City of West Ellis.

Cloud based BPM allowing for remote staff and easier workflows with delivery of, and access to, important files, cases, and/ or data.

Process Director also has social BPM integration on social media outlets including customer engagement, predictive analytics, automated workflows and more.

Key Elements of BPM

There are 5 key reasons why Process Director is one of the best BPM software suites available and why some of the leading organizations choose to implement Process Director for their BPM It’s for a good reason: it gets results.

1. To Improve Process Efficiency

Results: 75% decrease in duplicate data entry; 60% less manual task routing; 15% reduction in approval cycle time

2. To Increase Productivity

Results: 50% less “shuffling” of tasks; 75% improvement in handling “exceptions”; 50% faster decision making.

3. To Better Adapt & Change (to customer demand, changes, and policies/governance)

Results: 50% improvement in audit trails; 75% increase in compliance adherence; 75% improvement in organizing and capturing process change requirements.

4. To Automate Tasks

Results: 45% faster process implementation; 60% faster data compilation; 45% faster process changes.

5. For Better Access to Information

Results: 60% increase in documentation; 60% increase in applying best practices; 60% process guidance improvement.

Ready to see how one of the best BPM software suites can support your business? Contact us today to schedule a free demo of Process Director with one our business process management software specialists.

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What is a Business Rules Engine (BRE)?

Business rules are defined as rule sets or reusable objects embedded into a workflow (or form) to control what is next triggered depending on the conditions present. A business rules engine then manages those business processes separating business logic information in a way that allows for improved performance and increased agility.

Often it is used to evaluate data that was entered into a form field to return a list or value and then make a dynamic decision based on the result. Business rules engine software allows users to manage and create business rules that capture workflow to improve business performance.

Maximized enterprise performance is the name of the game in today’s highly-competitive market. High levels of efficiency, lean models, effective workflows, responsive customer interactions, and good governance all lead to a healthy bottom line.

Process Director’s Dynamic Business Rules Engine

 

Process Director is an award winning BPM software that incorporates a business rules engine which empowers users to rapidly implement and automate complex business processes. Process Director’s business rule configuration includes advanced machine learning and AI algorithms to aide in decision making.

 

Process Director is a leading BPM software and the rules engine is a core element in the software, offering the following benefits:

Automation in Business Processes

Create and streamline business processes for improved process efficiency and reduced costs. Save time and money by eliminating or reducing down time and data entry redundancies. Create a single point of data for more robust and easier to find information from any internet connected device.

Easy Integration and Compatibility

In the past, companies with multiple software, hardware, and practices meant often data was lost with new software integration. Or, it meant heavy coding and IT resources were needed to integrate legacy data with new technology. Not anymore! Enterprise application integration is made easy with Process Director no/low code BPM software.

Better Decision Making

Improved tracking, reporting, and monitoring of documents allows you to search quickly to find important information. Export and report on results with real time information or see if a task or set of tasks aren’t expected to be on-time and intervene for better management and decision making.

Improved Governance, Risk, and Compliance

Specific user permissions, audit trails, electronic signature technology, automated approval workflows, and multiple document version management allow for significantly improved regulatory compliance issues. Easily find information without complicated and unsecure offline filing.

Electronic Forms Management

Create more consistent data entry through eForms including documents used for or with employees, vendors and customers. Capture e-signatures, sort data, create lists, analyze information and more all without coding skills.

Ability to Scale and Grow

Agility can be the difference between being a market leader or failing. The ability to scale and make process changes quickly allows for a healthy bottom line regardless of changes in market conditions. Real time alerts and dynamic automation allow for business ebb and flow.

Experience a demonstration of Process Director for yourself. Contact us today to learn how BPM software can support your business goals.

BPM vs Case Management. There may be some confusion between BPM and case management and it’s important to understand the differences, especially when searching for solutions for better case management, improved business process management, or both. Let’s clear it up.

What is BPM?

What is BPM? BPM, or  business process management, is the term used to describe the overall management of workflow processes in an enterprise- whether business, agency, or non-profit. Overall, it focuses on individual workflow processes and how well they are working. Each workflow process is independent of other workflow processes, but can be clustered in relationship into a timeline. For example, in HR, a process may be employee on-boarding. There is a specific set of documents to complete for each employee in order for the process to be completed. While some documents may have sub-steps, once all the items have been completed and approved, the file, and process, is complete.

Business process management looks at processes such as this in order to create more efficiency, such as in automating where appropriate, systematizing for consistency, and filing appropriately for quick retrieval- which are all possible with BPM software.

In traditional BPM, the processes, while they may have sub-processes, aren’t connected to each other. So, in this HR example, each employee will run through the process at any given time. The timeline is tied to the employee, so each time there is a new employee, the process runs, sometimes parallel with another employee going through the same process. The BPM model then assumes a processes will be mostly consistent.

What is Case Management?

What is case management? It is a group of processes, and therefore are more complex. Cases typically involve actions by multiple people and/or departments and case management works to organize, compile and track cases. While BPM puts emphasis on single processes, Case Management puts emphasis on the complete and complex unit of processes that make up a case.

An example of a case could then be an investigation. While there may be steps, the direction of those steps could be widely varied. And, it’s not just the outcomes that make it a case, but that the process itself is not consistent, as it would be in BPM. In case management, multiple people need to be able to complete their required tasks, but within the context of understanding of the case.

Again, if we use HR as an example, it could be a case of an employee injury. The employee may need to go to the doctor and be treated and released, or they may need to take a leave. Worker’s comp may be filed and they may have several doctor visits before returning to work, or they may be terminated. HR, Payroll, Operations, Medical Doctors, and Insurance may all have tasks to complete. This then, is a case.

BPM vs Case Management

Many businesses and non-profits have the need for both BPM and adaptive case management, and often the lines between the need for either is rather blurred. The reason we cover it is because some may believe they need one specific product or service only to discover their needs are more robust, more complicated, than the system or software they purchased. They become frustrated and may give up because they are trying to squeeze their cases and processes into a solution that doesn’t fit. So instead of thinking it as BPM vs case management, think of it as BPM and case management operating together to improve process efficiency.

Process Director BPM software from BP Logix was built with case management solutions in mind and is a core feature within the software. Are you ready to see for yourself if Process Director is the right fit for your BPM and case management software needs? Why choose BPM vs case management when you can have both. To learn more, contact us and speak to one of our software experts and schedule your free demonstration today.

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Process Director BPM software from BP Logix was designed to automate workflow for enterprises across any business sector . An advanced BPM tool, Process Director BPM software allows a variety of organizations and departments within those organizations, to experience more process efficiency, more agility, and more streamlined workflow processes.

Workflow management and process improvement is more than a trend, it is what forward-thinking enterprises are using to make a positive impact on their bottom line, but that’s not the only benefit. While some may argue that the only reason to use BPM software is to automate workflow, but other business benefits include:

Reducing Errors- Use forms to create consistent data collection. Typed forms are easier to read and can require mandated fields to be completed.

Eliminating Double Entry/ Redundant Data- Fill out data once and allow it to be accessed by all those who need the in information. Easy to search and locate information from anywhere via cloud connectivity.

Improve Efficiency- Workflow automation can be put in place to create automatic routing of information such as HR paperwork, field technician data, approval processes and more. Process Director's unique workflow engine triggers allow for process automation to act as an extra hand to make sure nothing falls through the cracks.

Reduce Costs- Automate workflow so staff can spend time on things that matter rather than filing, data entry and downtime. Reduce costs associated with postage, paper invoices, and forms by storing information digitally, including electronic signature technology.

Improve Decision Making- Real time information and automated alerts mean decision making can happen based on current and accurate data.

Improve Compliance- Create permissions and user sign-ins to create audit trails and security. Back-up multiple versions of documents and capture information in electronic forms, including signatures.

Better Document Management- No more need for paper filing cabinets that can be damaged in a disaster, subject to employee dishonesty, or in the wrong location. Easily search and access all needed documents onsite or remotely.

How Does Process Director Automate Workflow?

Process Director BPM software is a workflow automation software leader because it features what today’s business needs, including:

Document Workflow Management: Process Director's document workflow management system means users can search for documents, automate routing, and manage content, including eForms and eSignature capabilities for both mobile and office based employees.

Rapid App Development: No programming is required to build and implement fast applications. Easily create solutions to integrate enterprise software products with Process Director, engage with clients, streamline business processes, and more. Rapid application development means you don’t need to spend IT resources creating the solutions you need.

Business Process Improvement: Predictive, social, and analytical components allow management to watch for key performance indicators and make adjustments quickly. Define rules to control the routing of assignments and even user permissions.

Create automated systems that work for your company rather than trying to shove your unique business processes into pre-packaged solutions! Automate workflow with Process Director BPM software by requesting a free demonstration with our of our BPM experts today.

We have long been advocates of BPM implementation as part of an overall approach to creating smarter and more efficient business operations. Our customers agree— and tend to frame that more succinctly: they seek methods and tools to help them improve profitability and business agility.

It also goes without saying that if BPM implementation cannot provide demonstrable benefits to the bottom line, it has no place within a forward-looking enterprise. Not everyone in every organization, however, obsesses about cost savings though. IT, for example, may just want to get things done faster — or with fewer obstacles. Purchasing might want to ensure faster sign-offs and approvals on requisitions and invoices. And HR certainly wants the employee onboarding process to work as smoothly and effortlessly as possible.

With BPM implementation, benefit of using workflow software is that the workflow tools create a more efficient path, companies not only get their tasks done sooner — but also contribute to a more financially responsible environment. Their efforts, aided by workflow tools and BPM technology, save money and foster a more productive working situation. Once established, the expectation is that repeatable processes open the door for continuous improvement —and a new mindset begins to take over throughout the company.

The point at which BPM implementation makes a demonstrable impact from BPM software and workflow software is observable happens very quickly— and is sometimes almost immediate. With many of customers, implementing our BPM software solution, Process Director means using eforms software, workflow and business process management software for the first time. Beyond the initial learning curve, customers typically find that there is huge value to be derived from changing even the simplest task. When data entry is an automated (rather than manual) function, we have seen as much as a 75% reduction in the duplication of data. When routing is automated, we have seen a 60% (or faster) turn-around in responses.  With the proper BPM implementation, changes like that translate into significant changes to the bottom line. This is the kind of thing that serves almost all stakeholders: lines of business managers see more productivity, IT sees less manual work, HR experiences uniform dissemination of information and faster onboarding and finance and purchasing recognize validations of purchases.

One of the reasons that workflow software and business process management (BPM) software can be mapped to cost savings is because of the transparency they provide. We have customers who, prior to using Process Director BPM software, could not place the location of a document during its approval routing, and did not know when to expect a business action to be completed. By employing our BPM technology and adhering to our defined business rules engine, actions can now be automated and status becomes very visible. That visibility means that goals and deadlines can be applied and met. That, in turn, leads to scheduling and planning according to whatever schedules (quarterly, yearly, by-project, by team) the company wants to use.

With the added level of visibility comes the ability to review and analyze outcomes. Knowing where things tend to stall, and where there is room for process improvement enables the business to continuously improve and optimize its actions. Similar to a post-mortem, this allows a team to identify areas that can benefit from being modified or changed — and can bring together the players that will help them achieve their goals. This can be done concurrently with an eye towards efficiency and profitability, knowing that "profit" comes in many forms.

BPM implementation does not deliver results as independent “things.” With a defined strategy for implementation, an understanding on KPIs, and recognition of how to use resources effectively, Workflow and BPM implementation deliver significant value — value that will profoundly impact an organization’s bottom line.

 

Cloud BPM solutions allow workers to access data, forms, documents, and more from anywhere and any device. This remote workforce capability is helping to streamline business processes, increase profitability, improve customer service, and reduce the costs associated with printing and delivering documents. Many companies are recognizing the value of mobile BPM solutions as well as the benefit of capturing secure e-signatures with electronic signature technology to further reduce expenses and expedite document processing.

Process Director and Electronic Signature Technology

Companies who see the benefit of reducing paperwork with electronic versions are reaping multiple benefits including:

• Reduction in costs associated with printing, such as ink, paper, and copier maintenance.
• Reduction in shipping/delivery expenses. Fewer documents means a decrease in postage costs and no delivery fees. The customer has their invoice, quote, or purchase order in their e-mail with their e-signature included.
• Fewer errors and redundancies as well as less filing and mail/document processing.
• Faster document processing, including approval processes to close orders and get paid faster.
• Sales cycles can be shortened through business process automation and electronic signature capture.
• Approval-based workflows are simplified with no guessing or accidentally allowing something to slip through the cracks. Process Director allows you to set up alerts when signatures don’t happen in the expected timeline.
• Enhanced security and back up. Process Director allows data to be securely housed online, protecting it from fire, flood, or theft. Back-ups of documentation and the e-signature are maintained for records and audits.

Find Success with Process Director

Paperwork can be lost, misfiled, damaged, or even simply thrown away. However, e-signature software allows businesses to quickly and easily capture legally binding signatures, streamline approvals, create accountability, and build an audit trail while also keeping digital records.

Not only are digital records easy to search, making them easy to find, they eliminate the need for filing and physical storage space. Web based back-ups mean important documents are stored securely without fear of onsite weather, fire, or theft concerns.

Furthermore, this electronic signature technology can be used with vendors, suppliers, customers, and even employees. Consider the accountability created with purchase orders, product delivery, contracts, and policy manuals when e-signatures become part of the business process. Signatures state the information is verified and approved, thus reducing miscommunication and creating a contract of understanding. Electronic signature technology truly give management another tool for enforcing expectations and standards.

A Case Study in eSign with Process Director

Memphis Light, Gas and Water recently began using Process Director with e-signature and has reported some incredible results such as a significant decrease in approval times due to improved routing and document review processes supported by mobile applications, improved accessibility to documentation, making audits simpler and quicker, and more consistency in form completion with automation in place among other things.

Whether you need the security of digital signatures, the accountability of electronic signatures, or remote based e-signature capture, Process Director BPM software offers the electronic signature technology you need to reach your goals. Contact us today for a demonstration.

What is Business Process Governance?

What is business process governance, you ask? It has the goal of optimizing business processes and workflows related to governance, compliance, and risk management, whether internal, external, or both. Priorities are set, tools are implemented, and leaders are put in place to create more effective processes. Governance creates a system of continual improvement by setting in place a team or teams who oversee what is and what is not working within an enterprise. These teams can include frontline staff, management, IT, and others to create a robust feedback loop.

Why is it Important?

Ever-changing regulations in today’s highly-competitive business climate means Governance, Risk and Compliance (GRC) must be treated in a proactive way, as audits and fines take up valuable resources.

Some companies have separated governance, risk and compliance solutions from business process management, which is ill advised. Business process management software, or BPM software, is designed to streamline the critical processes in every type of business to create more consistency, better user experiences, accountability, increased profits, and efficiency. GRC solutions should work alongside all other business processes so the organization can align its strategies and policies to external regulations. Doing so creates healthy, long-lasting business governance, and, when done alongside BPM, will yield financial gains as well.

 

Often, regulatory compliance and business governance fails due to a lack of buy-in from those responsible for the managed tasks. As a management tool, and an incredibly profitable one when used properly, it helps businesses:

• Better manage roles and responsibilities
• Create accountability
• Aid in decision making
• Collect data and generate meaningful reports/analysis of that data
• Account for management metrics

So, while management may be pushing back on Goverance, Risk and Compliance (GRC), when informed of the benefits, they may take a different viewpoint.

What is Business Process Governance to BP Logix?

What is business process governance to BP Logix? We look at it as an opportunity to provide a holistic approach to organizations with governance, risk and compliance automation solutions so organizations are in control to today’s unpredictable business environment with changing regulatory requirements. BP Logix’s  BPM software, Process Director,  is a complete GRC software solution that offers:

Audit Trails. Form field audits track changes in form data and searchable fields make finding information easy. User permissions and mandated fields create accountability and consistency, creating more complete and robust data. External audit logs manage multiple versions of documents, events, and actions.

Security. Digital signatures, field signatures, strong password enforcement, and multi-factor authentication create secure data submissions to meet compliance regulations. Encryption and more strict default permissions can also be put in place for enhanced security.

Customizable: Easily integrate with other programs to avoid double entry redundancies and errors. Configure settings to meet your organizational goals, key performance indicators, and internal workflows while maintaining the agility needed for changing regulatory conditions.

Learn more about BP Logix’s Process Director for your business process governance needs by contacting us today to request a free demonstration. One of our BPM experts will learn about your goals and requirements and tailor a demonstration to meet your specific needs.

Image Credit - trustarc.com

Programmers: I love 'em. In fact, I was one, many years ago, when the Internet was a friendly place where everybody knew your hostname. In those days, if you needed a computer to do something, you hired a programmer for software development. Off-the-shelf BPM software development was limited to the most very basic commodity tools, such as word processing. Not only was locally developed business process management software the default choice, companies viewed their home-grown custom applications as a competitive advantage. I recall one very large firm in the early 90s that even wrote its own programming language because, well, I guess none of the dozens of existing languages quite fit the bill.

But, as my (remaining) gray hair can attest, things change. Companies today regard expense reduction as a key driver, and most CIOs recognize that custom applications should be the exception rather than the rule. Programmers still have an important contribution to make, but for BPM vendors, creating solutions that can be leveraged by more than just one company.

Business process management is an important part of this fundamental trend, because there can still be a mismatch between the features of off-the-shelf applications and the very specific needs of a given business. BPM solutions act 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 BPM software is found in its ability to combine proprietary processes and data with off-the-shelf applications. However, that leverage is weakened considerably if the business process management solution itself requires custom development, and all the overhead that goes along with it. That is no doubt why virtually every RFP or requirements list I see specifies that little or no programming should be needed to implement any proposed business process management solution.

Happily, there's one industry that still needs programmers, and is likely to continue to need them for quite some time to come. Of course, I'm referring to the business process management software industry, and that's one reason I'm so glad to be a part of it.

In a previous healthcare BPM post, we talked about how BP Logix works with large healthcare organizations like MultiPlan and the National Eye Institute to implement BPM healthcare solutions for improved process efficiency across departments including finance, IT, regulatory, and purchasing among others.

Today, again, we’re looking at additional BPM healthcare examples and case studies to further illustrate how pivotal Process Director can be in improving processes, saving time, and reducing headaches.

The National Institute of Mental Health Creates a Telecommuting Workforce with BPM

The National Institute of Mental Health (NIMH) is the largest scientific organization in the world dedicated to research focused on the understanding, treatment, and prevention of mental disorders and the promotion of mental health. The mission of NIMH is to transform the understanding and treatment of mental illnesses through basic and clinical research, paving the way for prevention, recovery, and cure.

THE PROBLEM: As the organization grew, tracking and managing the sheer volume of forms, approvals, and documents associated with their administrative business processes became an administrative challenge that needed to be addressed. They wanted a BPM healthcare solution that could interface with their other systems, offer multiple scenario workflows, and be searchable. They also wanted to be able to create a designated telecommuting workforce.

THE SOLUTION:  Within 60 days, the IT team had created and implemented their initial healthcare BPM workflows and database connectors that integrated with their back-end systems. They quickly created teleworker authorization and remote access forms, travel requests, waiver process/security exception requests, budgetary funds request, and IT purchase requests.

Learn more about National Institute of Mental Health here.

Whittier Health Network Streamlined Benefit Enrollment with BPM Healthcare

Whittier Health Network provides quality, comprehensive medical care to its residents in a compassionate family care setting. The network is comprised of acute rehabilitation hospitals, sub-acute rehabilitation and long-term care facilities, management services, an institutional pharmacy, a home health care agency, and an adult psychiatric hospital.

THE PROBLEM: Their annual benefit enrollment process was grueling,  with 2,500 employees who needed to be processed in a three-week time frame. The volume of documents to process was overwhelming and they wanted an easier way that automated more of the process. The goal was to find a product that did not require a lot of expenses for training.

THE SOLUTION: They began with a smaller process of online applications and when that was successful, they went onto to use Process Director to implement the full employee benefits enrollment process. Rather than scanning forms of information and gathering signatures and approvals, the full process was automated with healthcare BPM improvements. Less challenging, less painful, friendlier, and more effective, Process Director took a complicated enrollment process and simplified it.

Is a BPM healthcare solution right for your organization? It can be a solution for medium- and large-sized healthcare institutions processing volumes of paperwork on a daily basis. Contact us today for a free demo and to speak to one of our BPM experts.

 

When asked the value of healthcare BPM (business process management), it always comes back to three things: alleviating regulatory headaches, standardization of data, and simplification of processes. Improved process efficiency, reduced redundancies, better levels of customer care, and resulting revenue increases are the typical goals for any BPM, and healthcare BPM receive all those and more. Here are a few examples of how healthcare BPM has been used to the benefit of the healthcare providers.

MultiPlan’s Use of Healthcare BPM Smoothed out Procurement

MultiPlan is the nation’s leading comprehensive provider of healthcare cost management solutions. Contracting with an estimated 57 million consumers through 900,000 healthcare providers, the company provides a single gateway for managing health care claims financial risk. Processing over 40 million medical claims annually, MultiPlan is the only company offering access to national independent PPOs, its network, and negotiation and medical reimbursement services through a single electronic submission.

THE PROBLEM: MultiPlan became aware of their need to replace their Lotus Notes database with a more effective procurement method for the handling of capital and major expenditure requests. Initially, they began looking for an eProcurement solution, but found those to be more than what they needed. They wanted an off-the-shelf solution to integrate with their financial management programs, ERP, and other applications as well as be able to offer an electronic approval process and improve the capital and expenditures business process.

THE SOLUTION: Setting up a healthcare BPM solution using the BP Logix Process Director with its unique timeline software, Process Timeline. The finance department was excited to see the solution working effectively so they executed the process for all expenses, rather than just large capital. Additionally, IT discovered the ease of customization, and began to create processes that allowed documentation attachments such as vendor quotes, PO’s, ROI analysis, and more. Due to the success, IT further added Accounts Payable (AP) to the process, which allowed users to search past records and match invoices within the system.

Learn more about MultiPlan here.

Whittier Health Network Streamlined Benefit Enrollment

Whittier Health Network provides quality, comprehensive medical care to its residents in a compassionate family care setting. The network is comprised of acute rehabilitation hospitals, sub-acute rehabilitation and long-term care facilities, management services, an institutional pharmacy, a home health care agency, and an adult psychiatric hospital.

THE PROBLEM: Their annual benefit enrollment process was grueling,  with 2,500 employees who needed to be processed in a three-week time frame. The volume of documents to process was overwhelming and they wanted an easier way that automated more of the process. The goal was to find a product that did not require a lot of expenses for training.

THE SOLUTION: They began with a smaller process of online applications and when that was successful, they went onto to use Process Director to implement the full employee benefits enrollment process. Rather than scanning forms of information and gathering signatures and approvals, the full process was automated with healthcare BPM improvements. Less challenging, less painful, friendlier, and more effective, Process Director took a complicated healthcare workflow enrollment process and simplified it.

Learn more about Whittier Health Network here.

More on Process Director Healthcare Workflow & BPM Solutions

These are just two BPM examples on how BP Logix BPM software for healthcare organizations could work. The BPM benefits are vast so be on the lookout for additional case studies here on the BP Logix BPM blog soon.

Ready to learn more about the value Process Director BPM software can support your BPM goals? Contact us today for a free demonstration from a BP Logix expert.

Make Construction Project Management Easier

Construction project management includes the oversight of budgets, timelines, workers, consumer communication, and more. With all the moving facets construction project management entails, tasks can easily be forgotten causing missed deadlines and/or costly budget changes. Construction workflow software assists to create intelligent automation to reduce the chances of project steps “falling through the cracks”, as well as create accountability.

How Can Process Director Construction Workflow Software Help Me?

There are several benefits for implementing a BPM solution like our award-winning BPM solution, Process Director, that can help with construction project management which can lead to increased productivity, less down time, and increased profitability.

Approval Process Management

Approvals can be time consuming but are important for budget, timeline, and customer satisfaction. Automating the approval process can simplify it by automatically sending the needed paperwork to the correct party and notifying them if they don’t meet a deadline or are approaching one. You will no longer need to check emails over and over searching for approvals, forwarding documents and awaiting responses. Workflow management software can automate the approval process and save time within the overall construction project management timeline.

Simple Field Forms

Electronic forms are easy to create and allow users to enter specific information while they are in the field, whether or not they are online. This information can quickly be communicated to the office, or appropriate parties, so the next action can be taken.

Quickly conduct inspections, receive easy to read data, and even attach images or documents for a robust file of information.

Accountability

Our construction workflow software allows users to grant specific permissions to different users to create accountability and security. Only the needed information is provided to the client, subcontractor, supplier, or other personnel making it clear where a project is in its workflow and who is responsible for which tasks.

Reporting

A single point of data is created through the cloud based construction workflow software which allows reports to be generated, printed, saved, or emailed from any computer. All information is in real-time and can track the information you need for better management. Process Director can also alert management when tasks are expected to miss a deadline to allow for correction and reduce downtime.

Document Workflow Management System

A document workflow management system allows for the scanning of documents and images so all documents and information are in one area. Changes can be tracked to create audit trails, and data can easily integrate into other systems, such as payroll, job costing or other financial management tools.

Request a Demonstration

Avoid redundancy, decrease costs, and increase profit within your construction project management timeline by allowing automation and integration to work in your favor with our construction workflow software solution, Process Director. Contact us to speak to a BPM expert and schedule your free demonstration today.

Inspectors want a way to more easily track and enter their work in the field. The inspection process, including audits and field visits, can be optimized and better managed with mobile BPM solutions. Recently, The City of West Allis was able to improve their mobile inspection process with Process Director from BP Logix.

West Allis, located in Milwaukee County, Wisconsin is an industrial and suburban city with a population of nearly 63,000 residents. The city is responsible for overall government including public safety, housing assistance, water distribution and disposal, public works, and recreation. One of the problems they were looking to solve was that of new business permit inspection process.

Businesses who wanted to operate in West Allis were completing redundant applications because the multiple departments who needed the information weren’t able to share the data, and when they did, they often discovered missing information. This made renewals difficult and left huge holes in the process that delayed businesses from opening, or allowing them to open without all the permits and licenses they needed in place.

The city wanted to redo its entire licensing and business occupancy permit inspection process to be more efficient by allowing new business owners to apply for permits with less paperwork, and the information to be complete and seamlessly flow to all needed parties.

After reviewing several BPM software options, they chose Process Director because it addressed not only their specific needs, but because of its overall capabilities which expanded into 86 other business process solutions.

The Process Director Mobile Inspection software allows management to:

• Gain greater visibility and transparency of their field workers
• Have custom configurable forms and workflows unique to your business
• Automate workflow triggers when inspection data is submitted
• Streamline the way CAPA (Corrective and Preventative Actions) are handled
• Create permissions on data so it is available to all and only the appropriate users
• Know real time geo-locations of all inspections and their status
• Search and view all past inspections, audits, and field visits
• Create form templates with mandated fields to create consistent data
• Use eForms to capture, track, document, and integrate information whether on a mobile device or desktop via cloud technology
• Have seamless integration with current applications such as ERP, HRIS, and more

Process Director Mobile Inspection Process Improve software allows field inspectors to:

• Easily track and enter data via their mobile device, without returning to the office
• Enter data once, rather than in multiple locations or on multiple forms
• Connect messages, video, and/or pictures to the forms easily
• Streamline data sharing with the appropriate office personnel
• Have a simple daily schedule of locations with complete geo-tracking information
• Have the ability to complete forms whether or not there is an internet connection
• Get driving instructions via Google Maps to minimize down time/drive time
• Obtain approval signatures directly on their mobile device
• Tag, time-stamp, and location-stamp attachments

Process Director can help you connect with employees in the field quickly, with no developer or code required. Learn more about the award-winning BPM software and see if it’s right for you with a free demo today.

As your business evolves and expands, so do your technology needs. A one-person shop likely needs little more than a phone and computer; however, an enterprise may need high-speed cable, networks, and even a help desk. A laptop and landline simply won’t do. However, we find clients who have complex workflows with multiple steps who are using SharePoint workflow solutions to handle their requirements.  What ends up happening is, they tend to find out (months or more later) that this tool is not designed to handle their specific needs.

Why? Because it is a hard job to identify and evaluate the right IT solution for a project. Even just considering custom workflow solutions can lead down can rabbit trail and become convoluted when considering the additional needs from other departments, personnel or even customers. SharePoint vendor information can be confusing, and when performing a side-by-side comparison, it looks too similar to create real understanding. What usually ends up happening is that the process becomes tedious and overwhelming. Decision fatigue sets in and can create a delay in decision making, or worse, it forces a quick decision to be made, which creates a short term, ineffective, and incomplete fix to the problem.

Benefits and Limits of SharePoint Workflow Solutions

SharePoint offers workflow software capabilities, but it can seem very linear and limited. It offers modeling and process functionality to address basic internal portal and intranet operations, and the Microsoft Office platform is widely recognized. Expansion of its capabilities seems like a logical step, however it isn’t able to handle intelligent decision-making processes, document management, and automated business rules, especially when they require human intervention, such as approval processes. A true BPM software solution must be able to adapt to the constantly growing needs of the enterprise.

Furthermore, while SharePoint workflow solutions are good for content and data management, it doesn’t do a good job at managing governance and compliance requirements. Additionally, it requires dedicated developers to create the needed customization for businesses. In the end, it becomes expensive and slow to implement, hard to customize and expand, and not fully effective.

While the company is searching for streamlined processes, increased agility, and cost savings from a BPM solution, they’ve created nearly the opposite result with a tool designed for much simpler applications.

An Alternative To SharePoint Workflow Solutions

BP Logix Process Director is a SharePoint alternative. An award-winning BPM solution, Process Director uses rapid application development and no-code implementations to seamlessly link legacy programs with management tools that streamline data, manage documents, automate processes, and create audit trails for compliance, governance, and accountability. Customers currently using SharePoint workflow software can leverage their existing SharePoint investments by implementing eForms, lists, tasks, and data connectivity to create the real decision-making and cost saving capabilities BPM was designed for.

Whether searching for a robust, flexible, and easy-to-implement BPM solution, or wanting to better leverage current programs, including SharePoint workflow solutions, BP Logix has solutions to support your business process management goals. Contact us today for more information or schedule a free demo of Process Director with one of our BPM workflow experts.

What if you could access all your needed client information on your computer, any computer, rather than a filing cabinet? What if it could be more secure, more robust, and easily accessible anytime, anywhere, and by only those who need it? This is the role of dynamic case management software and these solutions can be found in Process Director business process management software.

Process Director: BPM and Dynamic Case Management Software in One

Process Director BPM platform is a shared, cloud-based database of your client information. This means those who need the information can access it quickly and easily, and those who shouldn’t see it, won’t. Case management, or document management, begins with understanding who needs access and who doesn’t, and setting up permissions for that access. No longer tied to a file cabinet or single computer, Process Director’s cloud-based technology means you can manage cases remotely, retrieve information quickly, and even capture more accurate and robust information using e-forms.

Reporting, searching, and automation make Process Director business process management and dynamic case management software an attractive solution to companies that are searching for:

• Process efficiency
• Better management decisions to better meet compliance requirements
• To reduce costs

Process Director BPM and case management solutions allows users to easily share documents, calendars, lists, form data, and more with the most up-to-date information. Users can also set up alerts to notify employees of deadlines or other actions needed (including approvals).

With rapid application development software, electronic forms can be created, accessed and completed with a mobile device which also allows for seamless BPM application integration into already existing software programs and applications.

Capturing Time

As time progresses, cases change, and usually there is more than one person involved in the evolution. Process Timeline is a patented business process automation software is exclusive to Process Director business process management software and it lays out time in a Gantt chart model which adds the element of time to the management process. This allows for management of a case across several departments, such as Administrative, HR, Legal, and IT.Time is an element frequently missing from traditional workflow scenarios, meaning when one part of the equation is delayed (an approval sitting on the desk of the person on vacation, for example), the workflow comes to a halt. With intelligent software, alerts can be triggered when a deadline is likely to be missed so human intervention can step in to resolve it and keep things moving along.

Is Process Director The Right Dynamic Case Management Software Solution For You?

We welcome the opportunity to demonstrate the following features to see how powerful Process Director's business process management and dynamic case management software can be:

• Sophisticated case-aware reporting and applications
• Enterprise document workflow management system with easy-to-configure case folders for quick access to all case-related data and documents
• Designed for low code/no code BPM which means users can simply create workflows and forms without a developer
• Time-based business processes allow for event and time driven execution and decision-making and adapt to changes for ad hoc needs
• Simple application integration allows for importing or sharing of data from existing sources, with no additional options to purchase and no additional components to learn.
• Includes a unique set of BPM tools and workflow tools

Process Director business process management software redefines dynamic case management software with its ability to combine actionable communication with predictive analysis.

Want to learn more? Contact us today for a free BPM software demonstration of Process Director from a BP Logix business process management expert and learn how to speed your workflow, communication, and decision-making processes with BPM software.

Healthcare systems are no different than other systems that demand process efficiency, but they also have the additional challenges of Governance, Risk and Compliance (GRC). Consequently, healthcare has a higher demand for robust document management than most in order to tackle the challenges around GRC and high volume paperwork.

In this information age, healthcare systems must find easier ways to manage everything from sales and marketing collateral to e-form submissions and ever-changing client, or patient, data. Process efficiency can easily be lost among the cluster of approvals, files, and folders.

Process Director BPM software from BP Logix includes a set of unique workflow capabilities that are designed to support healthcare systems approval process, document management, overall workflow, and compliance needs. Below are three brief examples:

Case Study: MultiPlan’s Healthcare Systems Approval Process

MultiPlan, a leading provider of healthcare cost management solutions serving nearly 900,000 healthcare providers, needed a solution to manage their electronic approval process. Additionally, they wanted a solution that would easily integrate with their current financial and resource management applications and offered cloud technology.

Process Director from BP Logix was implemented to create a solution that not only met those requirements, it also automated their capital expenditure approvals electronically and incorporated workflow, business logic, and reporting into their overall business processes. Today, all the required information on major expenses are accessed through a central portal to streamline asset retention and disposition and purchase orders are automated.

The approval process is more efficient than before with emails that are automatically sent to approvers and alerts auto-set when action is required. Although not part of the original plan, because Process Director worked so well, MultiPlan decided to use it to develop and manage their contract management process as well.

Case Study: Approval Process Improvement at National Institute of Mental Health

National Institute of Mental Health (NIMH) is dedicated to research focused on the understanding, treatment, and prevention of mental disorders and the promotion of mental health. Managing and tracking the volume of forms as the organization continued to expand became an administrative challenge they needed to solve. They had a particular need in the area of IT procurements, which were required to meet GRC standards as well as be reviewed and approved.

BP Logix Process Director was used to streamline the review and approval process, as well as to support their need to watch and maintain their budget. Within two months, initial workflows and database integration with their back-end systems were in place. Teleworker authorization and IT procurements were the most needed and first implemented workflows that resulted in 50% savings on account and support calls, a 50% decrease in time spent reviewing requests, and a 95% reduction in equipment and software procurement. Due to this success, NIMH currently has developed over 60 workflow and smart forms using Process Director.

Case Study: Johnson & Johnson Approves Digital Submissions

Johnson and Johnson (J&J) needed to collaboratively manage their sales and marketing documents, specifically the review and approval of digital submissions, including multi-media files. They were looking for a cloud-based, mobile-friendly healthcare systems solution that could keep all relevant data in a single location. BP Logix Process Director was the implemented solution that resulted in cost savings and a faster review and approval process. This further led to them to win the Business Process Management Excellence Award.

"Knowing that this initiative is based on our technology, and that we are enabling J&J to achieve this objective, is both satisfying and rewarding," Jay O'Brien, BP Logix CEO

BP Logix Process Director healthcare systems approval process software has supported healthcare organizations, pharmaceutical companies, and life sciences organizations to bring organizational efficiency, cost reduction, standardization, compliance, and simplicity to their workflow processes.

Ready to see for yourself? Contact us today!