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Conventional BPM software has focused on higher process efficiency through better business process management and filling the need for appropriate controls. These are critical, and yet they fail when the component of time is added. Therefore, BP Logix created Process Timeline, a proprietary workflow timeline software with business process automation technology, to bring this important factor into the BPM and workflow model.

The component of time offers businesses additional control by allowing integrating predictive elements, allowing for human intervention if a task isn’t expected to complete on time. This ‘early notification’ is only available when time is a factor. Typical workflow processes may include an approval step, but fail to communicate when the task or full process will complete. The Process Timeline software is a timeline-based workflow engine that changes that.

Traditional Workflow Flowcharts and Linear Process Failures

Of course, it is important to know that tasks are getting completed and goals will be met as a result, but it is also important to know what is currently happening in real time. For example, in an approval process we know that Dick, Jane and Joe need to approve of a project, in consecutive order, but we don’t have a way to track the lag time or completion time to see when that approved item can go into the next process. By creating automation steps into the process, we can see real time and predictive outcomes.

Advanced Solutions Using a Workflow Timeline Software

Benefits of Business Process Management (BPM) With Process Timeline Software

1. Our award-winning BPM software stores every aspect of your processes for internal or external audits for improved compliance and robust data storage needs.
2. Automate without having to use code for multiple processes. Simple models create fast workflow timeline processes where each activity has a duration estimate to create predictive results.
3. The workflow timeline displays entire process as well as sub-processes that can be seen easily in real-time for proactive responses and early intervention on potential delays at glance.
4. Process Director’s predictive nature triggers actions in response to changing circumstances to overcome obstacles before production halts or missed deadlines for improved management.
5. Traditional as well as intelligent BPM processes work side by side to create more of an agile BPM solution while meeting a variety of business process management needs, all without the need for extensive IT resources, coding, or training.

Process Timeline is a workflow timeline solution with business process automation technology designed to capture the benefits of traditional BPM benefits with the added intelligence of time progression. This workflow timeline software solution maximizes both repetitive processes and unique, unpredictable processes with human decision making into one. Want to learn more?

Contact us today for a free demo from a BP Logix business process management expert and learn how to speed your workflow, communication and decision-making processes with a BPM and workflow software solution.

What Is A BPM Suite (BPMS)?

A BPM suite (BPMS) is a set of business process management tools that are implemented in order to improve business processes. Benefits include increased productivity, more streamlined procedures, less downtime waste, better customer and/or employee experience. This leads to more complete and consistent data in which to make more accurate decisions.

BPM software has evolved from simple process automation into a more robust management and engagement tool. Process Director business process management suite from BP Logix has balanced this complex functionality with easy to integrate solutions to get the most benefit, without the elaborate, expensive, and frustrating need for IT resources and coding.

Digital Transformation With A Business Process Management Suite

What is it? Overall, digital transformation allows your business to stay ahead of the curve by putting technology in place to allow for continued growth and expansion. The most powerful technology, in our opinion, is that of a BPM suite.

As business process management suites have morphed to handle increasingly complicated tasks and processes, the need for simplicity has become more crucial than ever before. BPM technology advances, such as low code rapid application development, has bridged this gap, allowing for both complexity and simplicity in one dynamic software. The cloud based platform means it stays as agile as your business, with updates to create continuous improvement.

Overall, Process Director business process management suite (BPM Suite) can make your job easier.

Business Tools Designed For The User. In the past, everything was code driven. A solution was implemented and users where trained on how to use it, that is, until something newer and better came along, when then the process had to start over again. With Process Director BPM suite, we turn this old thinking on its head and start with the user first. The tools are easy-to-use and focused on results and needs of the user in a way they already understand.

Structure Based On Projects. Outdated traditional BPM platforms depend on linear, first-second-third type processes, designed for manufacturing type systems. Today’s businesses need more than that and Process Director business process management suite does this by structuring BPM to focus on projects in small segments that allow for easier automation and faster ROI.

Proving A Valuable View Of Business Processes. Real-time data and analytics, as provided in an iBPMS such as Process Director, means better management. The users define not only the processes but also key performance requirements, resulting in relevant, accurate and concise decision making.

Customizable reports, alerts, e-forms, permissions and automated responses keep and build accountability, accuracy and information storage with more efficiency and effectiveness.

Process Director BPM suite is a robust yet easy-to-use solution that combines the automation of both repetitive processes and unique, unpredictable processes and human decision making into one. Want to learn more about Process Director business process management suite? Contact us today for a free demo from a BP Logix business process management expert and learn how to speed your workflow, communication and decision making processes with our award winning platform.

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Process Director Business Process Management Software

Process Director business process management software is designed to support the multiple processes that make a business run. It works to improve workflow processes by automating, reducing redundancies and outdated practices, streamlining document based procedures and more. Agile BPM software like Process Director can meet specific needs unlike enterprise software of old, making it the new solution for a variety of applications to increase businesses’ bottom lines.

Intelligent Business Process Management Software (iBPMS)

Business Process Automation: The process of automating redundant tasks removes redundancies and increases efficiency for better output.

Social BPM: Social media can make or break credibility with today’s consumer. Social BPM watches consumer behaviors and takes specific actions to provide more dynamic online engagements.

Mobile BPM: BPM software is ever expanding through the use of apps. Rapid app development means solutions for field workers to reduce lag time and increase consistency.

Electronic Forms: Create consistent data entry and rules around who can access what information, for a more robust and useful knowledge base. For example: Memphis Light, Gas & Water.

Analytics: By creating benchmarks to track and adjust, managers can be more predictive and responsive to data driven information and make better decisions.

Simple Integration: Web-based software means it is easy to access from anywhere and reduces the risk of on-site back-up failure. Integration between enterprise software is easy to integrate and reduces the need to learn new software.

Alerts and Rules: Automating linear and complex processes with rules and alerts keeps things moving forward without “babysitting”. Approval processes become easier to manage and paperwork isn’t lost or buried in a desk in-box.

Rapid Application Development: Easy to use forms, dashboards, reports and more can all be created quickly through rapid app development, without coding.

Compliance and Security: Document workflow management allows you to stay compliant and organized by storing, securing, managing and searching content across multiple arenas of business. User permissions allow tracking, security and collaboration.

Process Director Award Winning BPM Software

BP Logix is proud to offer Process Director BPM software. Award winning, customer focused and agile, Process Director BPM is ready to take your business to the next level. Process Director is also in the Gartner Magic Quadrant for Intelligent Business Process Management Software (iBPMS).

Ready to learn more? Contact us today or schedule a free demonstration to learn more about how our iBPMS can support your objectives.

What is Process Improvement?

Process improvement refers to the examination of current business processes to determine if they are meeting the goals of the company. This includes analyzing systems to determine areas of down-time, inefficiencies and market gaps in order to increase process efficiency. Improving user experience and profitability are the main reasons why improvement tasks and management styles are so popular.

Beginning as far back as lean manufacturing practices of Toyota, business process management (BPM) is a proactive and continuous way to improve everything from vendors and supplies to social media communication, data entry and approval processes. It allows for increased standards of consistency and performance.

What Does It Support Within A Business?

Process systems, such as business process management software (BPM software) support:

• Increased profits
• Improved quality
• Enhanced customer satisfaction
• Increased productivity
• More consistent data entry
• Faster approvals
• Field Service Management Software Solutions / Mobile Form Systemization
• Reduced costs
• Better compliance
• Improved business agility
• And more

How BP Logix Can Help With Your Process Improvement Needs?

“A Gartner Magic Quadrant is a culmination of research in a specific market, giving you a wide-angle view of the relative positions of the market's competitors. By applying a graphical treatment and a uniform set of evaluation criteria, a Magic Quadrant helps you quickly ascertain how well technology providers are executing their stated visions and how well they are performing against Gartner's market view.” (Source: Gartner Magic Quadrant)

Gartner’s research process is geared toward discovering and exploring market trends in the world of IT and examining their impact on business. BP Logix was chosen in part because of the revolutionary Process Director which led them to winning the Business Intelligence Group BIG Innovation Award in 2016 and has been named to the Gartner Magic Quadrant for Intelligent Business Process Management Suites (iBPMS) for several years in a row.

Process Director has been reviewed by a third party, awarded by industry professionals, and supports your company’s need and desire for process improvement and efficiency. Its unique workflow tools and features offer several advantages over current standard BPMs in the market. Ready to see for yourself? Contact us with your questions or schedule a free demo of Process Director from a BP Logix BPM expert today.

Workflow tools have been specifically designed to streamline business processes. And while there are several options available, all BPM software solutions are not the same. Similar features may exist, so it is important to know exactly what you want and need from your workflow tools, both to solve current business challenges, as well as what you feel you may need in the future.

We have found when businesses consider the future, it changes their decision in which BPM solution they choose. Many are choosing agile business workflow tools rather than proprietary in-house solutions due to their ability to innovate and grow with the business and the speed of change in BPM technology.

Process Director from BP Logix has the ability to streamline business processes. An intelligent BPM platform, it offers more than simple forms, document management, and project approval workflows. It provides organizations the ability to automate, manage, report and track critical business processes. It’s an award winning BPM software due to several unique features, including:

No Programming Expertise Required

Low code rapid application development features means no coders or programmers are needed. Easily create and change processes in line with your needs, policies, procedures, and regulations. Being able to develop your own digital applications, including reports, eForms, graphs and more, will save you valuable resources, including your IT department from being overloaded.

Process Timeline ™

Gantt-style charts are automatically produced and updated through this proprietary business process automation software. Compose, manage and modify your processes while focusing on the key performance indicators you require, such as process duration, critical path, downtime predictions, and more to help streamline business processes.

Application Integration

Most businesses are running multiple complicated workflow processes concurrently and sequentially and rely on several platforms to accomplish the wide variety of tasks to be completed throughout the day. Because Process Director is an intelligent BPM platform, it’s BPM application easily integrates with other enterprise and third party software allowing you to access, combine and update information without redundant data entry.

Extendable

Your business is always growing, which means you need workflow tools that expand as well. Being able to extend your applications with custom features allows you to continue to improve and grow with the speed of customer demand and technology. Process Director allows you to insert custom logic in your workflows to streamline business processes along with the ability to track, change, and report, for simple, effective management and predictive analysis.

Cloud-Based BPM

Any browser and major platforms (including iOS and Android) are supported with Process Director, making everything you create cloud based and mobile friendly. View reports, submit forms, manage field workers including geolocation and photos, and more. A true mobile BPM, Process Director can be used and accessed with or without WiFi.

Document Workflow Management

A document workflow management system that allows you to quickly and easily filter searches, run reports, and manage multiple documents, including approval processes. Search for a specific item, browse folders, review task lists, set up notifications, email, and even manage document interaction permissions. Access forms with required data fields to create consistent data entry and reduce errors and incomplete information.

Streamline Businesses Processes Today

Have questions about how you can streamline business processes with Process Director? Ready to see it in action? Contact us to speak with a BPM expert and schedule a free demonstration of Process Director today.

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At BP Logix we understand the amount of time and research it takes before you choose the right BPM solution for your organization. BPM use cases and workflow automation examples help play a role in the decision-making process by offering a glimpse at the software that BPM vendors provide. These BPM use cases and workflow automation examples are one way to help you determine if their software meets your organization’s specific requirements.

Process Director BPM software has helped  introduce enterprise workflow automation technology to several companies which has led them to digital transformation as manual workflow processes have been upgraded to automated ones. Below are a few BPM use cases and workflow automation examples and case studies of how Process Director has been employed.

Multi Chem HR Enterprise Workflow Automation

Today with the execution of Process Director, the company Multi-Chem is able to better enforce Human Resources workflow policies and has uniform business processes which are more effective and efficient. A more structured environment for form submission was implemented with better monitoring and auditing to create additional accountability. An approval process system is now used to push required documents to the appropriate people automatically, while forms are used to mandate required field to capture all needed information.

Learn more about this BPM example

Festival Foods Business Process Management Use Case

Instead of building a resource intensive in-house program, Festival Foods looked at Process Director in part because of its low code BPM integration and ease of use. This was a plus as this functionality didn't require tying up the IT department thus keeping them from other important tasks.

After the implementation of award winning BPM Software, Process Director, Festival Foods eliminated errors caused by manual input in the inventory process. This improvement allowed them to scale their business to expand the number of guests they could serve in additional locations.

Choosing Process Director allowed them to make better use of company data and more efficient use of internal applications, as well as more effectively manage based on real-time business monitoring and predictive analytics. Simplified, automated processes created the ability to expand and grow while reducing errors.

Learn more about this BPM example

National Eye Institute Managing Regulatory Compliance

National Eye Institute leveraged Process Director to demonstrate its BPM compliance to regulatory and legislative mandates. Improving their document management and retention process and procedures was a way to demonstrate their fiscal responsibility and decision-making to their supporters as well as their ethics in reporting.

Constant industry changes meant they needed a solution with enough flexibility to adjust annually to new laws while not overwhelming staff, their budget or the IT department. Process Director now handles document management including disposition, storage, and retention while also maintaining the security required within the medical industry.

Learn more about other BPM use cases and workflow automation examples here.

More Information

• Read BPM success stories from our customers
• More on Process Director enterprise workflow automation solutions
• Ready to learn more about the value Process Director BPM software can support your goals? Contact us today for a free BPM software demonstration from a BP Logix expert.

Likely, if you are considering a BPM solution, it is because you have heard about the benefits of business process management tools that BPM software provides. Those companies who have already implemented Process Director BPM tools are seeing a 75% reduction in data entry, improved process efficiency, and faster decision making.

What is Business Process Management (BPM)?

Business process management (BPM) is the act of managing a single or multiple workflow processes. BPM software helps with business process management because it's equipped with a series of business process management tools that improves process efficiency which leads to more profit.

Business process management tools can organize simple, complex, and even one-off or ad-hoc processes. Intelligent and flexible in their use, BPM tools can work in a variety of situations such as mobile, applications, forms, automation and more.

What are BPM tools?

If BPM is the act of managing business processes, BPM tools are a variety of strategies to accomplish the end goal. Each BPM tool can accomplish a specific result through automation, optimization/reducing waste, and/or performing analytics. The tools connect the dots between the resources needed and the person who needs them, while also creating metrics in order to continually improve and refine the processes.

The tools can be used together to create a customized solution that is agile enough to grow with the business, integrate new processes and work with existing enterprise systems, faster and easier than ever before.

Business Process Management Tools of Process Director BPM Software

The BPM tools of Process Director offer versatility to create the custom process management you need with less time and expense than former software development and coding allowed. These business process management tools include:

Extensible Software: Process Director is BPM software solution that extends your workflow application with custom features and easy integration with other programs already in place. Innovate and grow faster than ever before.

Application Integration: Provides built-in workflow and BPM application integration with many third-party and in-house applications and databases. No learning curve for new programs. Keep what works for you now and integrate, systemize and automate with ease.

Process Timeline™: This patented workflow engine allows you to construct, manage, optimize, analyze and manage, and modify business processes with ease.

Web-based and Mobile Friendly: Field service personnel, vendors and even customers aren’t tied to a desk, and your business shouldn’t be either. Process Director provides field service management software solutions for employees on-premise and out in the field..

eForms Software: Create electronic forms without coding to create consistent input and reduce data entry. Track changes easily, retrieve the most up-to-date content, and establish user permissions.

Document Workflow Management: Process Director's document workflow management system approval-based workflows, form tracking, compliance, task lists, and browse document folders to search for specific items .

Schedule a Demo

Contact us today for a free demo from a BP Logix BPM software expert and learn how to accelerate and improve service, oversight and customer satisfaction.

Business Process Management Software Evolves Into Intelligent BPM

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. Intelligent BPM software (iBPMS) is then the evolution, a choice to keep improving by leveraging analytics and intelligence capabilities.

What qualities make Process Director an Award Winning iBPMS Solution?

Process Director low code/no code BPM technology is ever evolving. Below are some qualities that make Process Director an award winning iBPMS solution:

Artificial Intelligence

Internet of Things (IoT)

Process Director’s AI capabilities are seamlessly integrated into Process Timeline (BP Logix’s patented business process automation solution) enhancing and reinforcing it’s already industry leading predictive features. Process Director goes even further, making the same machine learning tools it uses internally available for you to exploit in your custom digital applications. Connect this foundation of Big Data streams using Process Director’s BPM IoT integration, and the possibilities are endless.

Mobile BPM

Mobile BPM technology is allowing technicians who work remotely in the field to access specialized applications for more complete data, faster processing and reduced redundancies. Developed quickly with minimal coding and integrated with the office via the cloud, these low code applications support everything from logistics to approval workflows, installations and inspection processes.

Social BPM

Great and consistent customer experiences are one big way intelligent BPM is changing the face of business. Automation in response to particular client actions and predictive responses to customers are creating better engagement, interaction, and sales.

Cloud based BPM

Through Process Director's cloud based BPM technology, you can create processes that utilize the best of online products such as Dropbox, Google Docs, SharePoint, Salesforce and more. Easy integration means you are never stuck with an outdated, archaic system. Cloud-based BPMs are agile, transformative, innovative and always improving, just like your business.

Workflow Automation

Workflow automation allows redundant tasks to be handled consistently so human capital can focus on higher business functions. Again, consistency is a goal of iBPMS solutions and automation means less gaps in both simple and complex workflows, including data entry, compliance and approval based business processes.

Process Timeline™

Case Management Solutions

Case management solutions require the ability to have “exceptions to the rule”. Being able to have workflows that are event and/or time driven, plus any ad hoc activities, and sequential workflows all moving toward the same outcome, are critical. Without iBPM, these types of business processes can experience significant loss through redundancies and down time.

To learn more about Process Director business process management software and how its BPM technology has evolved visit our BPM capabilities page.

Process Director is your intelligent BPM solution. Ready to see for yourself? Contact us for a free Process Director demonstration from a BP Logix business process management expert.

What is Digital Transformation?

Simply put, digital transformation is the leveraging of technology to improve efficiency and provide more value in your business. Reaching this goal can be much more complicated than the definition given here may suggest, however, it can radically change business processes, activities, customer relationships and even value propositions.

Technology To Help With Digital Transformation

Considered disruptive in nature, digital business transformation has executives in nearly all industries on alert to changes in the industry. They watch in order to get a glimpse into the future to see how they can integrate new technologies to grow revenues, reduce costs, improve customer satisfaction, improve differentiation, and increase their speed-to-market. In essence, forward thinking executives are looking at ways to use technology to refine, and accelerate their businesses.

“The best companies…combine digital activity with strong leadership to turn technology into transformation. This is what we call Digital Maturity. Companies vary in their digital maturity, and those that are more mature outperform those that are not.” MIT Sloan Management Review

Therefore, the goal of a digital transformation platform is to create a more agile business to keep up with the constant flux of technology advancements, environmental changes, and customer demands. The additional benefits are more streamlined business processes, reduced waste, and increased productivity and efficiency.

What Is Digital Transformation To BP Logix?

Well, all aspects of business process management (BPM) – its functions, tasks, processes, and assets are interconnected. A BPM platform pulls all these items together and in that process eliminates redundancies and inefficiencies, increasing profitability and improving the user’s experience. BPM software, such as Process Director, additionally serves management with business process automation solutions offering predictive analytics to allow for immediate intervention and correction, further reducing down time, costs and ineffectiveness. Consider for a moment the main drivers for using a BPM platform and digital transformation:

Technology Advancements: Changes in technology means things are moving faster – production, delivery, demands . A big problem in the past has been in the interconnectivity of legacy programs and new technology. Constant updates to new programs leads to employee frustration, and a loss in productivity due to training and implementation. However, low code BPM with rapid application development allows seamless integration between programs to reduce “learning curve” challenges that come with new product deployments.

Basically, digital business transformation platforms, or BPM, allow for a level of customization never seen before without the high costs, significant time investments and specialized coders.

Environmental Changes: Changes in supply chain, regulations and compliance law, competition, and even the economy can have an impact on businesses and are mostly unforeseen. Agility, through the use of Process Director digital transformation platform, helps accelerate the transformation of workflow processes to allow the business to make adjustments as needed and set themselves apart as market leaders.

Digital business transformation allows changes to be integrated quickly through low code, rapid app development technologies.

Customer Demand: Along with technology advancements comes the changes in demand and expectations of customers. Businesses who are digitally mature have the ability to provide a better customer experience, resulting in increased revenue. Imagine if a customer is able to engage with your company, find exactly what they are looking for, and make a purchase within minutes instead of hours or days. How could this increase your revenue growth?

Process Director makes this possible through predictive analytics, custom forms and mobile apps.

Process Director Is Your Digital Business Transformation Solution

Digital business transformation is upsetting the old way business has been done. Innovation, disruption, agility, and a constantly improving environment is the way business will thrive in years and decades to come. Executives are tasked with change management as a way to unlock revenue streams, reduce waste, and gain competitive advantages by creating outstanding customer experiences.

Process Director BPM software provides business process automation solutions that allows your company to develop more agility and innovation, streamline systems, and create people-oriented processes quickly, easily and at less cost than in the past. The ability to move faster in response to demands, forecast challenges, and adhere to compliance and regulations leads to better decision making, healthier management, and an improved customer/supplier/staff experience.

Process Director from BP Logix is a versatile digital business transformation platform designed to support forward thinking businesses looking to improve efficiency, manage workflows and compliance, and create a valuable experience for all those engaged with them. For a demonstration of Process Director and to see how automating processes with BPM software can help you with your digital transformation strategy, contact us today.

We live in an Information Technologies era that has seen mobile innovation and software-as-a-service (SaaS) progress in leaps and bounds - and with that, field service management software has seen a corresponding expansion in popularity and deployment. According to marketsandmarkets.com, the field service software market is expected to grow from $1.78 billion in 2016 to $3.61 billion by 2021, a compound annual growth rate of 15.1%.

What Is Field Service Management Software?

Generally speaking, this software is designed to coordinate a mobile workforce and the field operations they perform. This can include a wide variety of functions including consulting, scheduling, dispatch, vehicle tracking, job completion status, time tracking and related functionality. Field service software systems typically have hooks into back-end systems that support field operations such as accounting, inventory and billing as well.

Who Uses Field Service Management Software?

This software is rapidly becoming an operational and economic necessity for industries that provide mobile and on-premise services. This is by no means a complete list, but to cite a few examples:

• Manufacturing and Construction Services – Planning, scheduling and overseeing multiple jobs for mobile workforces including scheduled and incidental maintenance, regulatory compliance and construction workflow management.
• Utilities – Scheduling, dispatch and tracking of field technicians installing and repairing telecommunications equipment and infrastructure, deployment of engineering personnel to confirm and repair gas leaks.
• Local Government – Managing and monitoring field assets, intelligent scheduling and reporting.
• Healthcare – Tracking and support for mobile medical personnel such as nurses who provide in-home care for the elderly and disabled.

How Is Field Service Management Software Deployed?

It can be deployed as an on-premise installation or as a cloud-based system. The concept of cloud based field service management software deployment is growing in popularity as it allows companies to reduce or eliminate upfront and system maintenance costs by utilizing a subscription model. Instead of incurring the cost of an expensive site license and IT infrastructure, subscribers can opt for a monthly fee to utilize cloud-hosted software.
This model allows smaller companies to compete with larger, deeper-pocketed enterprises and also makes possible greater mobility because it can be accessed by any internet-connected device.

The Benefits of Process Director BPM Platform As A Field Service Software Solution

According to an Oracle® white paper entitled “The New Rules of Field Service Management”, enterprises that use field service management software have seen an increase in jobs completed per day of up to 47%.

Additionally, companies using Process Director BPM platform for their field service management software solutions have seen benefits in some, if not all, of these areas:

• Enhanced Workforce Management and Visibility – Mobile tracking capabilities help keep fleet managers, dispatchers and customer service personnel on top of vehicle location and job status.
• Lower Fuel Costs – Through route optimization and dynamic, real-time scheduling, drive distances and fuel consumption can be dramatically reduced.
• Faster Job Completion and Success – Access to BPM tools, back-end systems, manuals and troubleshooting documentation that gives your workers the tools they need to do great work.
• Improved Contractor Management – Process Director gives you real-time control of order scheduling, time tracking and field asset inventory, permitting you to close the gap between your brand and your clientele and ensuring that they receive timely, relevant service.
• Better Accounting and Data Reporting – Reduction in errors inherent in paper-based reporting methods. It lets your employees and contractors record job details, track time and close service requests while they’re in the field, increasing accuracy and timeliness while eliminating redundant data entry.

Process Director BPM platform is a field service management software designed to support your mobile workforce communication and function more effectively with non-mobile staff.

Request 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.

BPM and Case Management solutions share a common bond; they are both approaches to managing work. In fact, here at BP Logix we see this bond becoming more relevant and are creating ways to intertwine both BPM and Case Management into Process Director.

But before we talk about how they work together, let’s first begin with a definition of both terms:

BPMInstitute.org defines Business Process Management as:

“The definition, improvement and management of a firm's end-to-end enterprise business processes in order to achieve three outcomes crucial to a performance-based, customer-driven firm: 1) clarity on strategic direction, 2) alignment of the firm's resources, and 3) increased discipline in daily operations.”

Whatis.com defines Case Management as:

“CM — sometimes called “advanced case management” (ACM) or “dynamic case management” (DCM) is a both a human- and a technology-based approach that is driven by incoming events. These events change the context of the information, requiring responses from caseworkers or other knowledge workers knowledge workers. DCM’s ultimate goal is helping such workers make faster, better and more accurate decisions.”

How BPM and Case Management Solutions Work Independently

When looking at the BPM approach on its own, process is the most important organizing construct around business activities and speaks to improvement in corporate performance as a by-product of managing and optimizing a company’s business processes. This practice is especially useful when processes can be repeated, and therefore accurately monitored and then improved. Practitioners of, and tools to support BPM refer to this analysis and modification as “optimizing a process”.

Process optimization works best when a specific process is tightly defined and repeatable in many individual instances over varied work cases.

On the other hand, case management solutions -- when in a vacuum -- are most effective when processes are encountered as a one-off; that is, they are not repeatable. It is most useful when employed in situations where the process(es) cannot be predicted in advance of the actual work.

For instance, a detective investigating a murder might have little idea where the clues will lead and will hardly be served by repeating the steps used in investigating unrelated crimes even if on the surface they seem similar. Adaptive case management solutions rely on the ability to communicate goals, vision, and intent as a rudder throughout the workflow lifecycle.

The critical difference between BPM and case management solutions lie in the predictability and the repeatability of how work is completed. BPM assumes a level of repeatability that leads to the pursuit and refinement of the process until it is considered a best practice. CM doesn’t assume that there is an order and structure to work; tasks can be approached and completed in different ways and in a different order depending on how events and other variables dictate, lending flexibility through acceptance of the changeable nature of the work.

How BPM and Case Management Solutions Work Together With Process Director

While there are critical differences between them that must be recognized when seeking to apply these approaches and when considering tools to support each methodology, there is also no reason you cannot look at them both together. By doing so, you may even maximize your results.

Yes, BPM assists in the upfront design and optimization of a predictable process and CM assists in enhancing communication and the collection of information for decision making. But together you can pull together process data and rules to respond expeditiously to business events which mean you are working toward time based goals.

Process Director is a BPM and Case Management solution that includes Process Timeline, a time-based dimension that supports the multimodal run-time patterns required for Case Management, combining sequential flow style with both event-driven and time-driven execution, as well as checklists of ad hoc activities. This design creates a robust system that maximizes both repetitive processes and unique, unpredictable processes with human decision making into one.

Want to learn more? Contact us today for a free demo from a BP Logix business process management expert and learn how to speed your workflow, communication and decision making processes with case management solutions combined with BPM software.

In typical medium-to-large enterprises, the approval process for any significant work product can, and often does, take longer than the time required to actually create the deliverable. As work output becomes more complex, approvals will necessarily involve more stakeholders, more sub-approvals and more opportunities for approval-based black holes to form around any given plan.

Assigning a detailed document review process, approval tracking and oversight to employees allows for the potential for human error and it can places otherwise productive employees in a non-productive watchdog role. This can be avoided by using a robust, integrated, scalable automated workflow software such as Process Director®.

Process Director And The Document Review Process

Process Director enables automated approval deadline alerts through embedded messages in the software itself, and/or in email generation to key players in the approval process. In addition to routine process reminders, Process Director can also generate time-sensitive alerts when work products carry deadline sensitive components, such as compulsory production targets or legal cut-off date requirements.

Automated email reminders and SMS notifications can be tailored to individuals at a specific task level using custom templates to ensure accuracy and timeliness and can integrate seamlessly with Microsoft Outlook for task review and completion. Email-based approvals can even be carried out on mobile devices for use when offline, or in the service field or for remote work.

Process Director Approval Process Software Offers These Advantages:

• Automated adherence to workflow processes.
• Simplification of the approval process through the removal of mundane, repetitive process steps.
• Robust document and forms storage and retrieval, ensuring adherence to audit and compliance record-keeping mandates.

Process Director's document review process capabilities enables alert management, review tools and approvals all within its self-contained system, leaving no loose ends in an otherwise cumbersome process. And, taking the approval process workflow beyond simple due-date notification is made simple and practical through support of:

• Sub-Workflows – When document approvals become increasingly complex, sub-workflows can be created to allow for more intricate approval process management.
• Workflow Management Task Lists – Process Director’s customizable task lists allow you to prioritize task completion and distribute pooled assignments to individuals for self-assignment or to automatic routing, thereby avoiding task imbalance.
• Ad-hoc and Unstructured Processes – Manage process exceptions easily through business-rule-based dynamic task assignment, task-sharing and task re-assignment through simple, familiar email notifications, menu and pick-list based task assignment or ad-hoc comment and discussion through Process Director’s comment feature.
• Conditional and Rule-based Routing – Process Director enables you to “build in” process paths and task assignments that reflect actual process data, changing external conditions and user activities. Additionally, these can become re-usable objects for use in multiple workflows.
• Human, Machine and Document-Centric – Process Director is agnostic toward human-centric or machine-centric workflows. Our comprehensive workflow management software fully supports human interaction, automated functions and document management, making it suitable and preferable for almost any workflow situation.

BP Logix Process Director workflow and BPM software can be configured as an on-premise BPM, cloud based BPM or OEM BPM integrated implementation. Contact us today for a free demo from a BP Logix business process management expert and learn how to speed your document review process with BPM software.

The best mobile inspection software is easy to use, simple to integrate with systems already in place and accomplishes the bottom line goal of improving process efficiency. Choosing inspection software that can meet these objectives is best done by seeing the product working in real life scenarios.

Process Director is a BPM platform that saves you time and money and speeds up the inspection process. Let’s take a look at each objective, how Process Director accomplishes that goal and the real life examples of how.

Easy-to-Use

• Using Process Director, inspectors are able to complete forms in the field consistently including adding pictures, videos and messages all from their mobile device.
• The forms used in the inspection process are automatically sent to the relevant office personnel for handling, including customizable alerts, autoresponders or other workflow triggers.
• Dashboards are searchable based on desired criteria including location, inspector and more.
• The mobile inspection software also creates an audit trail for better management.

Simple to Integrate

• Mobile inspection software applications integrate with existing software to reduce the need to learn new programs. Automations work seamlessly with current workflows and create streamlined information for searching.
• Customizable templates capture form information from a mobile device, creating consistent tracking and documentation and back up to a centralized database with unique and custom user permissions.

Increase Process Efficiency

• Daily schedules can be given to inspectors to maximize routes, including driving directions by integrating with Google Maps. Real time geo-tracking records all inspections for better management.
• Mobile inspection software offers custom forms to create consistent data entry and can be completed on or offline, including collecting signatures in the field.
• Real time transmission of information streamlines and speeds up the inspection process by not requiring trips to the office to complete repetitious work.

Real World Application of Process Director

The City of West Allis, Wisconsin, was receiving building permits faster than the staff could process them. This was a big problem, because they wanted the business and didn’t have a good way to manage it all. Paperwork was falling through the cracks as multiple departments struggled with staying on top of the inspection process and approvals.

Using Process Director intelligent BPM software, they were able to not just save time and money with the building permit process, but also other monotonous processes.

“Our goal, when business owners apply for new business permits, is for all the information to flow between departments and eliminate as much paper work as possible — making it easier and more efficient for both the business and the city.” - Jim Jandovitz, Director of Information Technology for City of West Allis

After Process Director’s workflow tools were implemented for the inspection process, they discovered they could use the same system for other areas they wanted to streamline. Among the additional uses were code violation processes, billing, creating vendor work orders, and HR including recruiting, onboarding, orientation, ID cards and more. In the future they are looking to implement a mobile solution for dog licensing that connects with the police database.

To learn more about BP Logix’s Process Director as a mobile inspection software and how it can help you, request a demonstration. We will contact you and learn about your goals and requirements so we can tailor the demonstration to meet your specific needs.

Business process management and workflow automation began within the manufacturing arena but have spread into other industries due to the many benefits of business process automation they offer. Automating processes, managing documents, and meeting compliance regulations have become the concerns of growing enterprises looking to technology based BPM software.

What problems are businesses looking to resolve with business process management software? What are the benefits of business process automation with BPM software? Here’s what we know:

4 Benefits of Business Process Automation With BPM Software Implementation

• • Benefit 1: Eliminate inefficient manual processes

One of the major benefits of business process automation with BPM software is the automation of paper heavy or manually driven processes in order to streamline the processes. Many workflows follow the same patterns, so automating them can make them more efficient and reduce errors. For example, using responsive dynamic electronic forms creates consistency in reporting. These eforms can be filtered into searchable databases with varying permissions accessible by the user. This means less double entry, less potential errors, and searchable consistent reports.<

• • Benefit 2: Make management decisions based on real-time data

By automating processes with BPM software, management can see what’s happening to workflows in real time. This means they can easily discover bottle necks in the process and even intervene, if needed to keep things running smoothly. Process Timeline, Process Director’s patented business process automation technology, allows for the use predictive data to capture and correct issues faster, avoiding down time.

• • Benefit 3: Accountability when it comes to compliance

Industries faced with compliance demands must have systems in place to keep consistent records, and have them archived and searchable. Compliance automation can allow for built in accountability, user permissions to access specific information, alerts/notifications, reporting capabilities and document history. Process Director’s compliance automation features allow you for enhanced audit support and enhanced authentication help organizations operate fluid dynamic processes ensuring they are in compliance with regulations and auditors.

• • Benefit 4: Become agile and adaptable to customer demands

BPM allows a business to be more agile and adaptable to customer, supplier and even employee demands. Rapid application development, social BPM and cutting edge digital process automation technology that seamlessly works with existing business IT structure is critical for allowing quick changes, increased personalization and the innovation to stay ahead of the curve.

Request a Demo

Process Director from BP Logix is a versatile BPM software solution designed to support forward thinking businesses looking to improve process efficiency, better manage workflows and compliance, and create a better experience for all those engaged with them. To see how the benefits of business process automation can help your organization, contact us or schedule a free demonstration of Process Director today.

The process of creating a document, sending it out for review and approval, for as many times as it takes before publishing it, can be a nightmare. The more eyes on the document, critical the material, and personalities involved, the higher the probability of delays and stalls in your project(s). Many solutions have been created to address this problem, but we think the best approach is through document review process automation.

The Problem

Documents, for the sake of this article, can be anything from internal policies to sales flyers. They can be printed documents, electronic documents or even web pages. The workflow for these documents include a series of steps that happen in sequential order, or concurrently, and they include 5 stages, namely: create, review, approve, update and publish. For example:

Concurrent Review Process: John writes a policy and sends it to Jane in HR, Chris in Operations, and Paul, the GM. The three reviewers make independent edits and send it back to John. He makes the changes and resubmits the document to the three reviewers. They all approve, sending it back to John who then publishes the document.

Sequential Review Process: John writes a policy and sends it to Jane. Jane requests edits, returns it to John. John sends it to Jane who approves it and sends it to Chris. Chris approves it and sends it back to John. From there, John publishes the document.

The sequential document review process can also include external users (clients, vendors, suppliers, etc.) into the workflow. Some examples of processes that includes external users are proposals, contract review and acceptance, and content review and approval.

The problem is when the  review process gets stalled, it becomes inefficient, due to multiple copies of the document being circulated, a lack of collaboration, a lack of timeliness and/or accountability, confusion as to the reviewer’s comments, etc.

The Solution

When it comes to automating a document review process, the most effective approach is to use a cloud based solution that offers a variety of workflow automation capabilities and user notifications.

We suggest Process Director workflow management software. Process Director streamlines the review process by providing:

• The reviewer’s comments to be immediately available to all parties to reduce redundancies
• Searchable tracking of changes, including reviewer name, date of change, etc.
• The ability to apply annotations such as virtual sticky notes, highlighting and free-form drawing tools
• Automatic conversion of source documents into viewable formats
• The ability to set permissions for different users to protect specific documents
• Suggested changes overlaying the documents and stored separately for author to accept or reject the edits without compiling multiple documents or versions
• Notifications and alerts to create accountability and/or trigger the next action to be completed
• The ability to toggle all reviewer comments or only one at a time
• The creation of forms to pre-define how content is submitted
• Scalable workflows that define the task, participants and rules that govern how the process advances
• Archives of the original document, as well as tracked changes for future reference

Overall, Process Director takes the best of both offline and online document review process strategies to allow participants to collaborate more effectively in real time. To learn more, contact one of our process management specialists for a free demonstration of Process Director.

If you saved five minutes on each project, how much money would you save over the course of a year?

For one company who recently implemented workflow software, it amounted to tens of thousands of dollars. They were able to shorten the building permit process, saving them almost 3,000 man hours annually. These man hours are equal to almost two full-time workers, meaning they could take on even more projects, benefit from the cost savings of reduced payroll, or even use the payroll expense for more support or sales staff.

The business we are referring to here is a suburban US city, and the service in this particular case was processing building permits and business applications.

Why A Workflow Software For The Building Permit Process?

The City of West Allis needed to accelerate their application and permit process as the workload was growing faster than they could keep up with process information needed to be streamlined between departments and paperwork couldn’t fall between the cracks. They knew technology could support them, and they needed a solution that would create enough efficiency it would have little impact on their budget. In other words, they needed a workflow solution that would fit their budget, create a fast return on investment, and be implemented quickly.

By using Process Director workflow software by BP Logix for their building inspection processes, the city was able to increase communication, BPM compliance and efficiencies across departments, save time and money during the building permit process, make data-driven decisions in real time and discover and address bottlenecks.

Why Process Director Workflow Software?

The City of West Allis chose Process Director workflow software based on the adaptability of the BPM to support them not just in the building permit process, but others as well. Today, they are able to manage building permit inspections, pipeline inspections, property inspections, building inspections, as well as address city complaints and violations.

With Process Director, the inspectors use their mobile devices to more easily find the inspection location, inspect the property, fill out a form, and attach pictures if needed. This information is then accessible to office staff to process, management to address and more.

Because it easily communicates with existing software and programs and allows for rapid application development, Process Director makes integration simple. There is also no need to learn new programs, which keeps employees from facing long, tiresome learning curves.

Today, the city reports they are experiencing better communication within the departments, with the clients they serve and are saving several thousands of dollars each month from the improved efficiencies.

Is Process Director right for you? Contact us today for a free demo from a BP Logix business process management expert to learn how to speed up the building permit process with BPM software.

Order Processing, Quality Assurance, Change Control, and Compliance are Improved with BPM Software

Our work with our manufacturing customers is not ‘just’ about implementing technology for manufacturing process automation. For Process Director BPM software to be most effective to our manufacturing customers we needed to understand their business, how they work with their own customers, and what makes them unique. The manufacturing sector provides a particularly outstanding business environment for process-minded individuals – and teams.

The complexity of building and delivering goods and services in the global economy is probably felt most profoundly by manufacturing companies. With software or services, input and communication renders location essentially unimportant, but those in the business of building hard goods need to ensure they have materials to do their work, and the ability to deliver finished products irrespective of geography. Because of the increasingly detailed nature of accomplishing ‘work’, there is a greater need for these kinds of businesses to have manufacturing process automation solutions that adopt and adhere to their business processes.

Why Manufacturing Process Automation Is Important

Order processing, quality assurance, engineering change control, government and industry compliance represent areas for manufacturing process automation. When those processes are automated they enable near real-time decision-making and auditability. With the IT ecosystem needing to be more dynamic, rigid and form- fit processes must be replaced to ensure that the company can adapt (and respond!) to changing market conditions.

Process Director BPM Software

While repeatability is desirable in any manufacturing process, so too is the ability to be flexible. We understand that companies need to adapt processes real-time. It would be costly and ineffective to halt all manufacturing while a process change request slowly travels through the IT queue. That is one of the reasons that manufacturing process automation with Process Director BPM software requires no programming skills to make changes to running processes.

Manufacturing is also a highly-regulated industry. Audits from the government and agencies are performed to ensure compliance with financial laws and industry guidelines. We built Process Director to implement the rules and procedures that demonstrate and ensure business process governance.

Being beholden to governance, risk and compliance usually means a higher likelihood of audits. For compliant organizations, the need to back-track, research, identify and review previous actions, decisions and requests is part of the audit scenario. BPM software facilitates that by allowing access to information that can be displayed, reviewed and approved for all decisions and actions.

When a manufacturing organization implement manufacturing process automation solutions with BPM software they operate according to well-defined actions and operations, gaining an advantage in terms of both repeatability and accountability. The organizations that rely on processes to handle the ‘heavy lifting’ are then able to focus on quality which, in turn, creates loyalty and competitive advantage.

Schedule A Demo

Schedule a free 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 Workflow Management?

Workflow is defined as a process or set of processes that take a work task from start to finish. The workflow management, then, is the organizing of all the business processes along with the management of all interactions and tasks to complete that workflow. Workflow management software, however, helps automate these processes. It can comprise several complicated business processes- everything from workflow approvals and procurement to manufacturing lines, to vendor management and customer service.

6 Workflow Management Software Features To Consider

Overall, a workflow management software, such as Process Director, helps to streamline business processes by creating predefined business rules for execution. Trigger events cause specific actions, such as an email alert, automatically rather than relying on human memory or redundancy in tasks.

A business process that can be automated, even if just in part, can reduce error, allow for better tracking, create consistency and reduce costs. It works with an end goal in mind, and enterprise workflow automation builds in accountability to meet that goal. Overall, Process Director is a BPM platform that supports the following 6 critical workflow management software features:

Business Process Automation

Enterprise Application Integration

Track and Monitor Documents

Process Director's document workflow management system that allows you to search quickly and find important information, export results, trigger an action or set of processes, or even produce charts based on real-time data.

Compliance Regulations

Enhanced data security, audit, and access control features, this enterprise workflow automation software enables these highly regulated businesses compliance automation to automate and improve their business processes while avoiding compliance landmines. With Process Director workflow management software organizations can flourish even in the face of ever-changing regulatory compliance conditions.

Electronic Forms Management

With electronic forms management, you can create consistent data entry to use throughout the organization in for your employees, vendors or customers. Maintain these forms for tracking, reporting or more. With Process Director's rapid application development software they require no coding skills to create whether simple or complex.

Business Scalability and Agility

Managing business processes allows you to see the impact of scaling as well as allow you to adjust in real-time. Agile BPM, especially in meeting the needs and wants of customers, is the difference between a thriving business and a dying one. Know if a project is expected to not meet a deadline, or if a customer interacts with your brand on social media because an alert will be sent allowing for immediate intervention.

Request A Free Demonstration

Request a free 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 business challenges.