Recent posts about BPM software

As economic growth spreads across the globe, one of the main engines of progress is manufacturing. Especially in the United States, which produces more than 18% of the world’s goods, the manufacturing sector is driving not only financial health, but also innovation. Increasingly, manufacturing companies are looking for competitive advantages which are being facilitated by business process management as a way to encourage digital transformation. Organizations that are effectively pairing agile business process management (BPM) with things like Six Sigma and other operational excellence frameworks are able to move fast to respond to market trends and customer demands.

Digital Transformation is Necessary for Manufacturing

To realize just how important manufacturing agility and innovation is to business growth, consider just how important and impactful it is to the U.S. economy:

• In 2018, manufacturing drove 12% of overall economic output, accounting for $2.3 trillion.
• Every dollar spent to develop and improve manufacturing operations contributes $1.89 in business growth to other economic sectors.
• Manufacturing in the U.S. is projected for continued growth into 2020 and beyond.

The primary benefits of digital transformation in manufacturing include better efficiency and reduced costs. Those two goals alone, once achieved at a sustainable scale, can create massive value for companies that want to differentiate themselves from competitors. Manufacturers that are employing digital transformation strategies that can immediately address a variety of use cases where innovation can deliver incremental changes in quality, performance, process management, analysis, or other aspects of operations.

Agile and Six Sigma in Manufacturing Digital Transformation?

Technology intended to support manufacturing can often look overly complex. But when agile and Six Sigma thinking is applied to it, one starts to recognize that technology is really only focused on getting the actions in the manufacturing process from point A (initiating manufacturing activity) to point B (finished product) faster, and more efficiently that was done previously.

Digital transformation enables this simplification of these processes through the application of effective BPM principles. Typically, processes handle everything involved with the development, creation, collaboration, and fulfillment of every manufactured good. BPM forces organizations to identify not just what points A and B are, but also incorporate workflow management software to determine what intermediary steps are involved in every process, and evaluate how valuable and/or important those steps are.

Manufacturing organizations have to know what’s happening at every step in every process. This includes development-related documents (many of which don’t fit standard document types, like blueprints and photographic images), compliance information, change orders, distribution tracking, parts ordering, inventory control, and a massive number of actionable steps that must be included in order to be optimized. A surprising number of manufacturers operate with a cobbled-together structures of paper-based systems and manual operations that are impediments to speed. Ad hoc processes used to manage the flow of unstructured data can create knowledge gaps which can slow processes and even prevent essential data from being part of the manufacturing continuum.

Streamlining Manufacturing Business Operations

Especially as manufacturing becomes more complex through the addition of additional content sources, suppliers, and other stakeholders, BPM is needed as a foundation to streamline every aspect of manufacturing processes. It helps eliminate organizational redundancy AND oversight, both issues which contribute to slow down of activity and confusion. These are the “enemies” that digital transformation seeks to eradicate, and an effective BPM solution like Process Director rapidly delivers an actionable framework for elements such as:

• Product development: Gone are the days when a blueprint was created and then years and years of consistent delivery of that product constituted a healthy business. Today’s planning and design requires the input of many (often many who are not internal employees) and it must be adaptable so incremental improvements can be made along the way. A BPM solution like Process Director enables collaboration, data management, and change capabilities through its lightweight, low-code application development capabilities.
• Procurement: To get the best cost efficiency, companies need an agile approach to working with vendors and suppliers. The ability to rapidly integrate with a stakeholder’s systems and share necessary data means fewer roadblocks on the way to incorporating the advantages of that vendor into your own processes.
• Production: Here again, the essence of effective manufacturing is getting from point A to point B quickly, painlessly, and with the right outcomes. However, in today’s connected world, nothing seems linear, so making that connection is a major challenge for companies that are producing goods. To overcome that, BPM can act in a way that captures data and assets, includes the necessary inputs from the right people, and ensures that all of that information is available, automated, and correctly inserted across and throughout processes.
• Distribution: Manufacturers need visibility and awareness so they can fulfill orders and plan accordingly for changes in demand. Process Director provides unique functionality in this regard through the use of its patented Process Timeline, which models workflows to anticipate capacity, demand, and activity. This predictive analysis means better notifications for stakeholders, as well as automated reassignment and rerouting at the earliest possible notice that a future milestone or deadline might be at risk.

The right mix of digital innovation with a logical BPM-focused approach means that manufacturers can build a framework to rapidly and efficiently coordinate their operations. Process Director is purpose-built with the needs of enterprises that take advantage of modern methods to operate their manufacturing with lean, agile principles. As the economy gets more complex, Process Director is helping to simply how manufacturing gets done.

The Origins of Business Process Management

Business process management has been around for as long as there have been systems. Adam Smith penned “The Wealth of Nations” in 1776 and described the division of labor as a way to improve organizational processes. In 1911, Frederick Taylor Winslow, often considered the father of modern management, published “The Principles of Scientific Management” that emphasized standardization of methods, considered improved working conditions, and espoused cooperation among different groups within an organization. Even as the world has become enamored with the latest technology, smart enterprises recognize that the best way to optimize these solutions is when they are deployed across teams that have a process mindset.

What Business Process Management Software Should Do

In terms of approach and goals, not much has changed about BPM - it is still the most effective way for organizations to optimize the way they assign tasks, use resources, and ensure efficiency. In an environment where digital transformation efforts are causing both IT and business unit teams to accelerate the speed at which their teams can meet new, and changing goals, business process management software is called upon to facilitate success. If properly executed, BPM supports process design, execution, optimization, and continuous improvement, backing efforts to drive digital transformation. Applications, workflows, new tools, and entirely different ways of working can be normalized when they are driven with a process-based mindset. In fact, no company can thrive without a dedicated approach to change and adoption of new solutions. Fortunately, the right business process management software serves as an agile, adaptable foundation for companies that need to change rules, deploy resources, and act with real-time immediacy in order to stay competitive.

Process Director: The Next Generation of Business Process Management Software

Rather than approaching business process management as a linear set of functions, Process Director applies machine learning to help teams derive analysis of events, responses, and decision points to predict activity that can be enhanced through rapid, agile improvements to processes. With capabilities that support validation, verification, optimization, and deep insights, Process Director helps users evaluate the performance of their processes. And as a platform for process-based collaboration, integration with social media and enterprise apps, and real-time decision management, it is a business process management software solution that extends its capabilities across the entire enterprise.

BPM as a Customer Retention Tool

Peter Drucker, the great management thinker, famously said that the purpose of a business is to create a customer. Businesses know that they must also retain that customer to continue to derive sustainable profits. The most astute companies understand how to use BPM to create a customer-tailored chain of events and activities that deliver exceptional value to these customers.

These companies use their business process management software to create end-to-end processes that extend outside of the company walls, connecting with customers and delivering results at a speed and efficiency that differentiates them from competitors. Customers are no longer satisfied with having a product sold to them. They seek relationships with the vendors with whom they do business, and want to know their needs are not just met in one-off fashion, but that they are integrated back into the company processes to ensure continuous improvement.

Your business process management software solution is an integral tool in creating a better customer journey through things like case management and predictive processes. These things allow for customization of processes that ultimately deliver a unique solution for customers, and anticipate what customer needs will be. Smart BPM solutions are also highly adaptive which gives companies an easy and rapid way to correct aspects of product delivery and customer interaction.

Business process management software solutions like Process Director apply a case management approach which enables companies to integrate data and documents from various applications into a shareable profile of each customer. This provides clarity for all workflows so that decision-makers can identify potential issues and rapidly apply improvements; this ultimately enables them to achieve results faster and with better context, and demonstrates to customers that their needs are important.

Process Director also has native integration with many modern enterprise applications which enables workflows to be comprehensive in the data they can deliver. Users can build workflows with Process Director with the benefit of data from the full complement of application modules that impact decision making. In this way, case management-based workflow becomes a critical component of outreach, responsiveness, and retention for key customers.

Business Process Management Software Should Facilitate ALL Connections

For more than a generation, business process management (BPM) has been used by forward thinking enterprises to create an efficient path to achieving their objectives. Organizations may subscribe to different schools of thought around how best to use their business process management software, but all have benefitted from the idea that good processes—adapted as needed and adhered to with discipline—are the most important tool they apply to achieving operational excellence.

What they have discovered is the essence of BPM: when technology is used to support and improve business activity, while adhering to principles of operational excellence, it can lead to dramatic competitive advantage.

https://www.youtube.com/watch?v=fUuQYbYdOro

As software “is eating the world”, it seems that EVERY company is a software company, at least to some degree, and the software they use and manage becomes one of their most valuable assets. In order to operate at the speed of business and deliver the best solutions, both internally and to customers, it is critical that companies use all that their software solutions have to offer. In terms of strategic assets, having the latest, most feature-rich versions of software will facilitate the agility required by modern enterprises to create and sustain their competitive advantages. To reduce constant learning curves and internal disruptions, incremental upgrades of successful enterprise software solutions gives the greatest lift, for the least time and effort.

Software upgrades lead to operational success

By upgrading to new software versions, companies benefit from “outsourcing” innovation at the tooling and platform level. With a process engine that extends to new channels and drives towards new goals, an agile platform equipped with modern workflow tools becomes the facilitator of IT and LOB team strategy. Teams are better equipped to test and execute pioneering changes when they are building on a tool equipped with the latest code base.

BP Logix has always been hyper-focused on two things: 1) product innovation and 2) customer success. The Process Director development team continuously explores how best to enable customer success within their BPM software investment. Additional features and functionality are not meant simply as a way to keep score against our competitors. Rather, continual advancement enables customers to operate on a stable, consistent, and innovative BPM platform, one that will always be able to support their changing business needs. We recognize that upgrading software is a fundamental element of business continuity and this becomes a critical aspect of our competitive differentiator.

Continuous innovation relates to better outcomes

Some organizations seek to disrupt by being the first to market with something new and exciting; others focus on ensuring the delivery of a consistent, stabilizing workflow software solution which supports repeatable business outcomes. Doing either one of these things (or accomplishing anything along this spectrum) requires a foundation on which organizational strategists and developers can build.

When a company doesn’t upgrade to the latest versions, there is not only the opportunity cost of not taking advantage of new features, but there is also the sunk cost of falling behind. With each new version comes a learning curve as well as some up-front changes to how the supporting team manages processes. As an example, when Process Director was upgraded to its current version, 5.0, users had immediate access to a host of functionality that could deliver new benefits, including:

• Support for compliance frameworks through out-of-the-box controls and compliance automation.
• Sentiment analysis for contextual data to make operational improvements.
• Addition of machine learning capabilities to drive behavioral and timeline-driven decision making.
• UI enhancements for iterative list search, inline text editing, calendaring, and knowledge views.
• New connectors for a variety of enterprise applications, including SharePoint 365, Microsoft Exchange, and Laserfiche.

Software upgrades map to customer needs

Among the inputs used to build new innovation should be insights from analysts and a deep understanding of business and market trends. But the most significant effort, however, goes into delivering a product that equips customers with solutions to real problems. This means incorporating a bit of crowdsourcing into the model, where key requirements needed by actual users are built back into the product in a continuous cycle of development and delivery. This model reduces the total cost of ownership and provides “future-proofing” for users. Rather than having to reinvest in new integration models and establish connectivity with other assets and applications in the customer’s IT stack, upgrades ensure a continuous compatibility with operating systems, browsers, applications, and third-party solutions.

The solution product team should understand the trends that are being adopted by customers and seeks to implement functionality that supports these trends. All of our developments — among them, no code/low code BPM, AI, digital application development, support for IoT — have been created to support the changing landscape of organizations that are adopting new technologies and environments for their business processes. Some are aggressively moving workloads into the cloud, while others are building a hybrid infrastructure of on-premises and multicloud systems. Because Process Director upgrades are all governed by general principles of aiding the flexibility and adaptability of customer needs, companies are able to take advantage of new technologies at a pace with which they’re comfortable.

The economics of upgrades

New versions of software happen in incremental steps, but they can lead to transformative effects. The time and cost savings of not having to hyperfocus on platform improvements enables teams to emphasize the implementation of the business goals they are trying to achieve. Through upgrades, new technology is readily available to complement the organization’s desires to make advances in capabilities and in reduction of costs and complexity.

Software is like any other type of asset; its utility and value diminishes over time. But upgrades generate continuous value; it’s like there is a built-in evolutionary component that adapts to meet new needs and reduce any identifiable issues. This becomes a critical asset for organizations that want a cost-effective, sustainable way of driving newer and better solutions.

Higher education institutions must adhere to a disciplined cadence of organizational milestones in order to operate effectively. To manage workflows and processes, ensure that documentation is delivered and acted upon correctly, and instill accountability across all stakeholders is a hugely demanding job, irrespective of the size of the school. Low-code process automation is being employed by many higher educational organizations to help automate business processes around every aspect of the educational lifecycle, including student management, hiring, facilities, vendor management, capital expenditures, compliance and governance, and a host of other issues that demand continuous oversight and action.

Business process management (BPM) supports the various needs of a higher education administrator’s department, as processes drive virtually all aspects of campus and academic life. BP Logix customers regularly cite an agile approach to process which ensures higher education IT departments are able to serve a wide variety of stakeholders (administrators, parents, students, financial aid organizations, among others), and still maintain adherence to governmental, organizational, and industry governance requirements and compliance frameworks. Finally (but definitely not least importantly), higher educational institutions are often constrained by limited budget, and BPM provides a foundation for delivering effective solutions in a cost-effective way.

Process Director’s digital process automation capabilities enable schools to focus on what they do best: deliver quality education to students eager to improve their lives. Different schools look for various ways to achieve this, and the use cases of BP Logix customers illustrate how BPM can be a critical aspect of higher education digital transformation and organizational growth.

There are plenty of higher education BPM examples that show successful implementation and deployment of BPM Software across colleges and universities.

Higher Education BPM Examples

UCF Global is part of the University of Central Florida system, and acts as a hub for students and faculty who are studying and teaching abroad. In order to manage the thousands of students (the entire university system supports more than 64,000 students every year through 93 bachelors, 86 masters, and 27 doctoral courses of study.

A key challenge for UCF Global is handling the massive amount of private student data. While student records are protected by federal and state regulations, it’s also important for the school to build trust with students by doing everything possible to safeguard their data. Process Director helps solve for these requirements by providing:

• Comprehensive and automatic logging, with digital signatures, of every action taken by any actor, human or automated.
• The highest levels of encryption of data at rest and data in transit.
• Digital signature of documents.
• Granular permissions structure, with temporary privilege escalation.

By ensuring a safe environment for transactions and storage of student data, UCF has been able to build processes that automate the flow of student information through all processes in the student lifecycle, from admissions to graduation. UCF is a great higher education BPM example of success and efficiency.

Technical School BPM Example

For Davis Applied Technology College (DATC) in Utah, continuous innovation is core to its strategy for growth and student success. Another higher education BPM example, it uses Process Director for digital delivery of academic programs and other types of campus services, and it also supports staff by providing easy-to-use rapid application development capabilities to enable HR, finance, and other staff departments to create agile apps and process that are specific to their departmental needs.

Prior to using Process Director, these efforts were hampered by an outdated system of data collection and integration. The school had cabinets filled with paper forms but accessing them and applying them to digital routing channels was time consuming and inefficient. The IT team recognized how the processes that were manifested in those forms would benefit from workflow automation.

DATC's IT team created requirements, scope and criteria, then decided that Process Director BPM would be the most effective way to deliver on their goals. The IT team rolled out Process Director to a number of departments in only a short amount of time; in the student services department alone the school was able to deliver 17 completed processes within only a few quarters after being deployed. The Finance, HR and IT departments all showed massive progress in short tie. The Director of IT for DATC said of Process Director, “Knowing where our business processes and workflow are without having to chase them down is invaluable. What used to take days is taking hours — what used to take weeks is taking days.”

Higher Education Electronic Forms (eForms) Example

One of BP Logix’ higher education customers, the University of Texas at El Paso (UTEP), used Earth Day as the impetus for adopting a BPM approach. With a mandate to reduce paper usage, the UTEP IT team embarked on a plan to eliminate paper where possible by relying instead on the digitization of forms through scanning and digital storage. It quickly became clear that efforts to improve reviews and approvals through digital means could lead to other efficiencies through BPM.

With the rollout of this new digital emphasis, the UTEP IT organization began to implement Process Director BPM across more parts of the University. They focused their efforts on 1) the easy movement of documents across campus via electronic workflows, 2) enabling the review and approval of electronic documents via email, 3) the ability to have dashboards that allowed users to edit, view and receive messages regarding activities and tasks as well as to retrieve reports, forms and notifications, 4) Having electronic records signed via a digitized image of a signature and 5) ability to populate a series of form fields by extracting information from a database instead of requiring users to input that data.

With broad usage of Process Director’s capabilities, UTEP has instilled an agile, prowess-driven mindset in how IT delivers solutions to various departments. Speed has been a critical driver, but so too is how comprehensive Process Director is at ensuring that necessary participants are included in reviews and other transactions throughout the various university lifecycles.

Higher Education Digital Transformation

Higher education institutions are seeing more demand as young people come to rely on higher education as a path into the global economy. To serve these needs, Process Director is providing digitally transformative education workflow solutions, facilitating efficient distribution, as well as streamlining the monitoring and management of information.

Security is at the forefront of everything we do at BP Logix. By ensuring the safety of our customers’ data we facilitate their journeys to better, more secure, process applications. This means happy customers, and better business operations. Our recent SOC 2 certification is testament to our ongoing commitment to deepening the trust of our customers and other stakeholders in Process Director.

Achieving SOC 2 status gives us verifiable proof that we demonstrate operational excellence and deliver to our customers the assurance that we are committed to ongoing client security. It’s something that is both integrated in how we conduct our business, as well as in how we build our solution. Customers and partners want assurances that their data is not only being treated securely, but that the company that stands behind Process Director operates as a trusted source, and with continuous application of processes and methods that meet strict security-first requirements.

The SOC 2 standard was created, and continues to be governed, by standards developed and managed by the American Institute of Certified Public Accountants (AICPA). It was designed as a way to enable organizations that transact private data with options for communicating information about their system descriptions and deliver sensitive information. While there are different SOC standards, SOC 2 is especially important for business processes because in addition to making sure data is safe when stored, it also pertains to data when it’s made accessible to external sources.

SOC 2 provides detailed information related to, and gives assurance of, an entity’s controls surrounding the security, availability, and processing integrity of the systems used to process users’ data. This also extends to the confidentiality of the data processed by these systems. SOC 2-compliant companies must demonstrate that they are managing customer data against five “trust service principles”—security, availability, processing integrity, confidentiality and privacy.

For BP Logix customers, our SOC 2 compliance means they can trust that we operate with the following principles tightly integrated into Process Director and in every interaction with customer data:

BPM Security and Process Data

One of the most important aspects of any process is the data being used within the process. That data drives decision-making and enables various actors to apply their knowledge in the right context, at the right time. Contextual insights drive process activity, but what if that there was a compromise of your IT infrastructure? Data could be compromised, and it would normally require forensic analysis to understand just what was affected. SOC 2 compliance requires that organizations gather information and store them as logs. If a data breach is discovered, an audit of these logs means the customer can easily identify where issues exist, the data affected, and then more easily apply fixes. This is a huge help for customers because it can help them isolate issues before they become bigger problems for their company.

SOC 2 and Process Integrity

Process Director users not only actively develop process applications, but also constantly point to the demonstrable benefits yielded from them. In essence, this is all about identifying the right data within the organization’s infrastructure, putting it to use in the appropriate, contextual place, and transacting with it to achieve specific goals. And in order to do this, business processes have to be complete, substantiated, accurate, timely, and accessible.

However, the integrity of the process does not necessarily translate into integrity of the data. SOC 2 offers a framework so that the data being used is accurate and devoid of misuse. Adhering to SOC 2 means that data that containing errors prior to being included in a process will be detected. Process Director’s adoption of SOC 2 principles means that data, and the processes used with the data, are monitored with quality assurance procedures and ensure processing integrity.

Data Confidentiality and BPM

Process applications rely on specific levels of access and entry points; it’s one of the ways that control is applied to ensure consistency. Limiting access helps maintain a level of confidentiality, and SOC 2 Data is considered confidential if its access and disclosure is restricted to a specified set of persons or organizations.

Process Director supports this approach through federated identity management which enables companies to include third parties as active participants in their processes and workflows.  Authentication mechanisms like ADFS, SAML and OAuth give partners and suppliers access and create a new dynamic of collaboration, while giving companies greater control over who has access to what information.

Process Director was developed to provide the highest possible service to organizations that want to improve business performance through process-driven methods. With SOC 2 certification, Process Director can now ensure that customers get the highest level of availability, security, and consistency in our operational practices.

Process Director has empowered many higher education institutions in delivering automated application development and workflow pointed at supporting students’ varied needs. Of course, some of the advantages that BPM delivers are behind the scenes, for things like university administration, student financial aid and a myriad of internal processes. All of these add up to a mountain of Process Director supported use-cases, and result in it being an important engine for schools wanting to deliver an exceptional student experience.

Today’s college students have grown up in a digital world. Just about everything they want is available through their smartphones, and they now expect to be able to scroll their way through tasks and plans. Innovative colleges and universities understand this and are creating highly digital experiences, powered by BPM, to help students with everything they need from admissions all the way to graduation.

Process Director’s capabilities are aligned with the goals of higher education organizations that want to move past legacy systems and adopt digital solutions that meet the needs of demanding student populations. BPM is not just a way to make better use of data and create efficiencies of scale; in the context of education, it is used to provide a more connected overall experience across the student’s lifecycle.

Effective Workflow for Colleges and Universities

Effective workflow is more than just a series of tactical activities. It has to align with user intent and create behaviors that maximize usage and deliver meaning to users. Some organizations see their processes as a series of unconnected events; they don’t see the connectedness of the user experience, nor the value of deploying solutions in the context of the user’s lifecycle while they’re engaged with the organization.

Process Director, however, has been built to recognize that schools serve the needs of an audience that is busy and operates with many competing demands. Many are still learning how to prioritize life events and meet deadlines. Registering, paying, signing-up — these actions and others must be fairly simple and easily incorporated into the daily lives of students in order for solutions to be adopted.

The three most critical aspects of aligning with the student experience are: ease of use, solution context, and communication. Effective workflow ensures that all these elements are met so that users have not just a more efficient experience, but one they can begin to rely on to consistently meet their needs to make student life easier and more meaningful.

Ease of Use for College Students with BPM Software

Most students are in their late teens and early 20’s; this is a generation accustomed to an inbound style of productivity. Rather than having to wait in lines and submit paperwork, they have used online apps and smart forms to deliver and receive information.

To build engaging tools that meet the needs of students, schools can use Process Director to create sophisticated, low-code digital applications that take into account the necessary data and workflow sources on the back-end, and considers how users on the front-end will actually use the app. By being able to create simple apps that integrate relevant information, including smart forms and processes, students can get information they need and take action on things like class scheduling, financial aid, and other relevant events. The application build teams from Process Director’s agile approach to adapt as needed to increase adoption and productivity.

So while Process Director is easy to use for those who need to build applications intended to engage students and help them with decisions and actions necessary to their experience, that ease of use is also reflected in elegant, simple usability that encourages repeatability and adoption.

Managing Academic Workload

Managing an academic workload of multiple classes, administrative issues like financial aid, and extracurricular activities like intramural sports and campus activities all compete for students’ attention. School IT teams use Process Director to optimize the use of data so that the applications they create help students engage and complete tasks with limited disruption to their schedules.

Process Director helps direct the way that organizations surface and orient data through interactive forms and workspaces. Just as human interaction is complex, Process Director looks at the workflows in applications not as a linear phenomenon, but as a continuously shared collection of usable elements that allow for context-based structural changes, last moment decisions, and individualized attentions depending on each circumstance.

The case management approach inherent in Process Director also helps greatly when delivering applications that integrate historical data on students (transcripts, payments, scholarships). With navigable data that can be filtered for omission or inclusion depending on the situation, applications can adapt as the students’ situations change and evolve. This approach supplies students with applications that provide them with what they need when they need it, all without forcing them to search outside the context of the case to find answers.

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Better Communication

Students are bombarded with emails, texts, direct messages, and a host of other types of communication. But more information can go unnoticed if it doesn’t fit with how they are accustomed to consuming information. Schools need to ensure that students see important messages, but also create ways for students to communicate back with them.

With capabilities that facilitate connecting and communicating across departments, Process Director can help schools collect applications, forms, and data sources into a collective portal that delivers all student’s actionable needs into a single interface. That reduces response time and enhances the kind of communication students need in order to meet deadlines, stay on top of opportunities, and keep their good standing with their school.

The digital transformation of higher education cannot happen on an application-by-application basis. Schools that want to align their goals and processes to student behaviors will apply digital transformation through the use of smart workflow and processes. To serve these needs, Process Director provides digitally transformative and contextual education workflow solutions, facilitates efficient distribution of information, and streamlines the monitoring and management of information.

“The 2019 KMWorld 100 list spans a wide variety of companies that are each addressing the evolving demands of knowledge management,” said Tom Hogan, Group Publisher of KMWorld. “Some are long-standing companies with well-established offerings that have evolved over time, while others are much more recent entrants to the field. In selecting organizations to be included on the list, we consider insights gleaned from our own interactions with companies during interviews and events, how they have succeeded in helping customers solve business problems, and we review product updates to make sure that capabilities are advancing to address evolving requirements.”

For ten consecutive years, KMWorld has continued to recognize BP Logix by including us in their annual list of organizations who influence the constantly changing landscape of knowledge management. Compiled by analysts and experts, as well as users, the list of KMWorld 100 Companies That Matter in Knowledge Management reflects not only innovation in theory, but also practice.

KMWorld considers customer stories on how each product aided them in solving their business problems, how the product has continued to improve, and where each organization’s ambitions place them as future contributors in the world of knowledge management.

The Future of BP Logix

This recognition builds on key milestones in product enhancements with the launch of Process Director 5.0, a comprehensive platform designed to enable digital innovation and business transformation and give users the needed visibility into processes in order to make sound business decisions.  

“Our product and service offerings are continually growing in order to meet BPM and digital transformation requirements and the bigger trends in the industry with AI and machine learning solving critical enterprise challenges,” commented Jay O’Brien, CEO of BP Logix. “This recognition is a testament to the critical work we do to help customers achieve their business goals through the use of low-code BPM applications.”

Read the Press Release

About KMWorld

KMWorld is the leading publisher, conference organizer, and information provider serving the knowledge management, content management, and document management markets. KMWorld magazine and its digital marketing resources reach more than 50,000 information and knowledge management professionals. They are a publishing unit of Information Today, Inc.

About BP Logix

Our leadership combines decades of business strategy, technical experience and thought leadership— effectively collaborating to translate a proven track record of results into rapid business growth. From product positioning and development, to sales strategy, to developing a strong company culture, BP Logix leaders continue to spearhead the initiatives that have resulted in consistent growth since the company’s inception.

But the foundation of BP Logix’s success lies in its employees, from sales to BPM implementation to customer care and beyond. These are the people who embody the BP Logix ethos of innovation, commitment and accessibility, and whose efforts you see translated each day into positive engagements with Process Director BPM software. The most valued asset of BP Logix is its personnel, without whom none of our achievements would have been possible.

Request a Free Demo

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 BPM and digital transformation solutions have helped our customers conquer their digital challenges.

On the long journey toward purchasing a BPM solution, leveraging BPM examples can be instrumental in not only deciding on a vendor, but also best practices for those first few applications. Here we offer you the resources to do just that: BPM video testimonials, customer case studies, links to pages around function as well as digital transformation do-overs. 

BP Logix offers both on-premise and cloud BPM solutions of our flagship product, providing customers with the advanced digital process automation capabilities they need to manage their business processes.  Some of the leading organizations in various industries that entrust BP Logix with their business process management (BPM) needs. Browse our BPM examples below and learn how Process Director BPM software can solve real world industry problems.

BPM Examples By Industry

Advertising 

From cost estimating new projects to automating approvals, Process Director BPM software helps advertising and marketing firms streamline their review process, improve engagements with customers, and avoid duplicating data entry.

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Education 

Whether addressing student admission requirements, purchasing issues, course certifications or research grants, BP Logix digital process automation solutions aids educators in the distribution, monitoring and process management of information.

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Energy and Utilities 

Engineered to deliver a collaborative working platform while eliminating regulatory compliance headaches, Process Director workflow solutions helps pipeline companies, utility providers and distribution organizations manage, monitor and continuously improve internal business activities.

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Financial Services

In a time of regulation, consolidation and reporting, BP Logix solutions empower financial services companies to more readily demonstrate compliance, automate SEC filings and quickly report on end-of-the-month activities.

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Manufacturing

Bringing automation to order processing, quality assurance, engineering change control and Sarbane-Oxley/ISO compliance, BP Logix BPM software enables manufacturers to avoid redundancy, increase the spend of decision-making and eliminate waste.

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Healthcare

In these BPM examples learn how healthcare organizations are able to improve efficiencies while reducing operational costs by standardizing their business operations and workflow processes.

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Public Sector

With business processes that span departments, roles and systems, the need for public sector BPM solution for government has become increasingly important. Maintaining efficiency and speed along with greater integration and near real-time responses creates a leaner, more productive organization.

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BPM Examples By Function

Accounts Payable

These BPM examples demonstrate how with Process Director, you can automate the entire approval process surrounding accounts payable handling-while maintaining real-time visibility into the approval process at every step along the way.

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Application Integration

To ensure that your business operations are optimized, Process Director provides built-in BPM application and workflow application integration with many third-party and in-house applications and databases.

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Expense Management

Process Director is a BPM solution that includes approval software— providing expense management solutions that allow you to automate, track and report on all of your organization’s review and approval processes.

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Human Resources

When it comes to expense management, it seems like everything you do requires some type of review and approval. Routing paperwork to the right people in the right order-without losing anything along the way- can be a difficult challenge. These BPM examples showcase how Process Director BPM software provides expense management solutions enabling you to automate, track and report on all of your organization’s review and approval processes.

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Mobile Inspection

Even though it runs in your browser, Process Director BPM software takes full advantage of your mobile device’s unique features. Snap a photo to attach to a workflow, or record your GPS location information at the click of a button. 

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Governance Risk and Compliance

In today' unpredictable and highly competitive business environment, with its changing regulatory requirements, a holistic approach to governance, risk and compliance (GRC) just makes sense. With these BPM examples learn how Process Director business process management solutions can help your organization be efficient, effective and compliant.

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Internal Process Automation Solutions With Process Director BPM Software

Process Director has always been the internal process automation solution of choice for meeting the business process management (BPM) requirements of enterprises, mid-sized companies, agencies, and non-profits. These business and IT leaders have counted on Process Director to automate and improve internal processes, and have realized the many benefits of doing so.

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

The Process Director social capabilities were built with three simple principles in mind:

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

Engage the Customer

Customers today set a higher price than ever on their loyalty. They expect not only outstanding products at a reasonable price—they demand round-the-clock access to company representatives and swift resolution to problems.

Social media, mobile apps, and cloud-based services have been the primary drivers behind this shift to greater customer engagement. The legacy customer service model of the (frequently offshore) phone center accessed via IVR (interactive voice response) systems has been completely upended by the simplicity and immediacy of Twitter and Facebook. Meanwhile, brick-and-mortar retailers—those hardy survivors of the first e-commerce revolution—are facing competition within their own walls by customers “showrooming” products on the shelves, seeking lower prices online. Customers are mobile, they’re connected, and their expectations are high.

How can you leverage BPM software to engage these customers? By making sure you can reach them where they live: in the mobile, socially-connected cloud. Process Director BPM software provides you with internal process automation solutions that gives you the power to:

• Drive workflow behavior from social media events (such as a tweet or Facebook status update)
• Respond to your customers via Twitter (tweet, RT, DM, reply)
• Manage Facebook campaigns (likes/unlikes, comments)

Engaging your customer with Process Director will help you improve your internal process management which leads to gaining exposure, increasing customer satisfaction, and ultimately improving retention rates for your organziation.

Use Case

You're waiting for your flight to push back from the gate, comfortable in the business class seat the airline upgraded for you just before boarding. As directed, you are reviewing the safety card from the seat back in front of you when your realize that the overhead light isn't working. You send a tweet:

The airline customer service agent is using Process Director to identify problems reported by customers. He views the tweet, and from the same window, opens a service ticket to have the matter looked at by a maintenance team at the next airport.

Once the ticket has been created, the agent sends a response to the customer via Twitter, again from the same Process Director electronic form:

Fortunately, there's another seat available. You settle in, reassured by the knowledge that you were able to reach somebody at the company who actually cared about your issue.

Embrace the Customer

Engaging your customers by connecting with them on social media is an important step. The next is to give them the opportunity to interact with you directly within your own business processes—processes that extend beyond your corporate boundaries to offer valuable services, not only to your customers, but to your partners and suppliers as well.

Process Director BPM software provides internal process automation solutions enabling you to provide a broad range of services to individuals not only inside your organization but outside of your organization as well. Your customers can participate directly in your workflows as authenticated users by taking advantage of the accounts they already have from providers such as Twitter, Facebook, and Google. Your corporate partners and suppliers can login as well using federated authentication technology such as SAML or ADFS.

Of course, Process Director BPM software includes strict, granular protections, so your outside users only have access to the workflows, forms, and data that you've authorized them to use. Offer secure access to your custom services to partners and suppliers, prospects and customers, enhancing your value proposition and strengthening your relationships.

Use Case

Let's extend the previous example. Besides simply thanking you, perhaps the airline wants to go a bit further and compensate you for your inconvenience. The customer service agent's response might be:

You go straight to the site and pick up the coupon. Because you're already logged into Twitter, and the offer is linked to that account, only you have access to download the coupon. You download it to your phone, and present it to the flight attendant. Drink in hand, you kick back and relax for the remainder of the flight.

Meanwhile, Process Director internal process automation solutions has opened a service ticket and added it to a group queue for maintenance. The airline outsources its maintenance activities to a third party, but a technician from that company is able to log in to the airline's system and accept the ticket. The technician does not have a login on the airline's network, but rather is able to use his login credentials from his own employer thanks to Process Director's support for federated authentication via SAML.

Extend the Cloud

Process Director has always enabled you to build and manage your internal processes in your datacenter or in the cloud. Now, Process Director BPM software brings internal process automation to the cloud, enabling you to integrate a variety of useful and popular network- and cloud-based services directly into your business processes. Save files to Dropbox, download documents from Google Docs, or populate form fields with data from Amazon SimpleDB. Whether you are filling dropdown menus using Google Sheets, or collaborating with colleagues on a presentation using Sharepoint, Process Director brings the cloud to your internal process management.

Use Case

You work in a widely distributed enterprise. Projects are set up and torn down relatively often, and teams are highly dynamic. Project documentation is tracked within SharePoint, but tracking project organization—who leads which effort, who is involved, etc.—can be difficult. The company is attempting to track this information using the cloud, so that no matter where somebody is, they have access to, and can update, the relevant data.

But organizational data isn't only useful for human consumption—your business uses this information to determine, for example, to whom to assign a given task, or how an overdue task should be escalated. When an escalation event occurs, Process Director BPM software provides internal process automation solutions that retrieve the necessary information from from an Amazon SimpleDB table in real time, combine it with documentation extracted from SharePoint, and forward a notification to the appropriate individual for further action.

Schedule A Demo

Schedule a demonstration of Process Director BPM platform and discover for yourself how it's internal process automation solutions 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.

BP Logix helps companies change the way they operate through business process management (BPM). View our resources on the BPM basics to find foundational business process management content to help get you started on your journey.

BPM Basics: What is Business Process Management?

According to BPM.com, an online resource for the business process management industry, the business process management definition is: “A discipline involving any combination of modeling, automation, execution, control, measurement and optimization of business activity flows, in support of enterprise goals, spanning systems, employees, customers and partners within and beyond the enterprise boundaries.”

What is Business Process Management to BP Logix?

What is BPM to us? We here at BP Logix think of it a little more simply: it’s the practice of refining business processes that will improve process efficiency and profitability. Really, it means is what it sounds like — identifying, improving, and maintaining processes within a business.

Passing a routine piece of paper to a co-worker is a business process. It’s when you establish rules and a method, either a manual method or technology-driven method, to govern how and when that piece of paper is distributed that you enter the realm of process management. That’s our specialty.

BPM Basics Resources

Get the BPM basics. View our resources below created to help you on your journey to finding the right solution for your business process improvement and process efficiency needs.

Process Director

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

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

An Award Winning Platform

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

Process Director offers:
• Unsurpassed ease of use
• Rapid time-to-value
• Rapid application development software

Why Utilize Workflow Management Software?

Every efficient organization wants to do more with fewer resources. Technology can be an enabler of these goals, but only if the tools used are accompanied with an effective foundation of processes that support business goals. And as organizations seek to go faster in today's hyper competitive and increasingly connected world, they are relying on processes to enable change, create sustainable growth, and help them adapt to changing business and technology conditions. Enter workflow management software.

When organizations apply process to their operations, they not only can improve how work gets done, but it also provides continuous insight into where improvement can be made. Ultimately, efficient workflow management software leads to cost reduction, worker productivity optimization, better engagement with customers, and even higher profit margins. Without process and workflow management discipline, human, physical, and intellectual assets cannot be effectively deployed to meet business goals. And if goals aren’t met, there’s no chance for an organization to grow and establish a repeatable, sustainable model for continued growth.

Much of this is because both as methodology and practice, business process management (BPM) and workflow management have been designed to bridge the efforts of IT and business units. Both are proven, effective methodologies for disparate teams to collaborate in order to achieve better business outcomes through the use of technology.

https://www.youtube.com/watch?v=HduhwGtEMKI

Process Director: A Different Kind of Workflow Management Software

Process Director's workflow management software is equipped with powerful features that provides organizations with the ability to manage, automate and report on their critical business processes. Workflow software is foundational component of “lean BPM”, and is integral in achieving not only automated, but also fully optimized, processes.

Managed through a browser, Process Director requires no programming expertise, thus enabling business or IT users to easily create and modify workflows according to their business needs and processes. Workflow software definitions enable organizations to capture and manage their business processes according to their own policies and procedures.

In summary, Process Director is a workflow management software that enables businesses to model their review and approval procedures, automate the process, monitor the results, and satisfy their business process management needs.

The Power of Low-Code Electronic Forms

Your digital applications deserve a great user interface. Developing a flexible and responsive UI on your own used to demand lots of time, lots of programmers, and lots of money.

Not anymore.

Process Director empowers you to create beautiful reports, dynamic smart forms and electronic forms, and rich graphical dashboards—no code required. IT organizations are slashing their development backlog by utilizing Process Director’s fast, cost-effective workflow management software for building powerful user interface elements. Business units benefit from the ability to develop mock-ups or even fully-functional dynamic e-forms using their own “citizen developers”, thereby fusing the business’s intimate knowledge of the customer and the desired customer experience with IT’s strength in building essential rules, logic, and governance features, all backed by modern workflow tools.

Process Timeline™

Process Timeline is a workflow engine with workflow automation technology that provides an easy way to compose, manage, and modify your business process. Key data, such as process duration and critical path, are available at a glance using a Gantt-style chart automatically produced and updated as your process is running. At the same time, Process Timeline is unmatched by any other iBPMS software solutions or any other workflow management software available.

Extensible Workflow Management Software

Process Director offers these workflow management software capabilities to enable you to extend your applications with custom features:

• A broad range of web services and REST APIs that can control virtually every Process Director action or access data, reports, or metadata
• A comprehensive C#/ASP.NET software developer kit to create scripts, extensions, or custom tasks (available via the Process Director SDK)

Process Director workflow management software also enables you to insert custom logic at virtually any point in the life of a workflow. And you can do so without worry: we have a great track record of backward compatibility for SDK specifications, and that’s a tradition we plan on continuing.

Document Workflow Management Software

Process Director offers a document workflow management system that empowers you to rapidly create filtered searches and tabular reports with a few keystrokes. Whether you want to review task lists, browse document folders, or search for a specific item, Process Director Knowledge Views within its workflow management software are easy to configure and even easier to use. And Knowledge Views aren’t only for display: you can export the results, automatically trigger processes, or even use the data to drive decision making in running forms, processes, or rules. If you’re looking for brilliant graphical reports, turn to Process Director’s Advanced Reporting component to produce colorful, real-time charts and graphs, suitable for interaction, email, or printing.

Web Based & Mobile Friendly Digital Transformation

The applications you create with Process Director are web apps: all you and your users need is a browser to view reports, submit requests, manage processes, etc. Any browser: all recent-release browsers on all major platforms (including iOS and Android) are supported. Your knowledge workers aren’t tied to their desks, and your applications shouldn’t be, either. Navigate Process Director’s responsive UI, create mobile-friendly interfaces for your own applications, and take advantage of native mobile BPM capabilities such as geolocation and photos—no app store download required. Just boarded a flight without WiFi? No problem: you can even take action via email. The tools that Process Director workflow management software offers enables you to do your work wherever you are, whenever you’re ready.

Application Integration and Workflow Management Software

Process Director-driven workflow applications don’t live in a vacuum. Most businesses today rely on a plethora of applications, information, and services, both within and beyond your datacenter. As an intelligent BPM platform, Process Director BPM and workflow automation software ties these disparate workflow and BPM applications together, making it easy for you to access, combine, and update information, whatever the source.

Process Director offers comprehensive BPM solutions including case management software and workflow automation software capabilities that enables both IT and business users to create robust business process management and workflow solutions to address a variety of business challenges. Whatever sector your organization occupies, and whatever your function within that organization, we invite you to join thousands of others who now rely on Process Director as their workflow and business process management solution.

Digital Transformation Solutions

Process Director workflow and business process management solutions powers digital transformation across the enterprise, providing an innovative, no-code/low-code platform for digital solutions connecting you to your customers, suppliers, employees, and stakeholders.

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Workflow & BPM Solutions By Industry

Process Director workflow and business process management solutions play a key role in helping organizations in sectors including Advertising, Education, Financial Services, Government, Healthcare, Manufacturing and other industries. View solutions by industry by scrolling over "Solutions" in the main navigation.

BPM & Workflow Solutions By Function

Process Director workflow and BPM solutions drives growth, reduces expenses, and mitigates compliance risk. Learn more about the business departments leveraging our advanced workflow and BPM solutions. View solutions by function by scrolling over "Solutions" in the main navigation.

Schedule A Free BPM Software Demo

Process Director is an award-winning low-code/no-code BPM software solution for building and operating workflow-driven business applications. Innovative and unique, Process Director is a business process management software that offers fast time-to-value, greater flexibility, and deeper insight into your business than any other workflow software or BPM solution. Schedule a live, interactive free BPM software demonstration of Process Director.

All organizations want to increase efficiency and operate at an optimal level with business process management (BPM). BPM Software, smart forms and workflow software help to create a business environment that is highly responsive, accountable, and compliant. Process Director BPM software (BPMS) provides the BPM tools required to automate all your business processes and improve your results.

Why Choose a BPMS (BPM Software) Solution?​

We all want more time and money. Businesses are no different. Business process management software (BPMS) setup takes some investment initially, but in the end, the benefits of intelligent BPM software are vast, not to mention measurable. Below are some reasons why organizations turn to Process Director BPMS software solutions:

• Integrated Business Rules Engine: Process Director's business rules engine uses advanced machine learning algorithms to empower users to rapidly implement better workflow and more complex business processes.
• No Programming: 100% web-based GUI workflow builder for business users on a bpm software foundation—no programming required.
• Web-Based Smart Forms: A faster, easier and more cost effective way to create an automated electronic forms system.
• Reporting and Process Intelligence: Process Director business process management software offers a variety of searching, reporting, business activity management (BAM), and process intelligence (BI) features.

Process Director is an Award Winning Business Process Management Software Solution

Process Director offers benefits around business process management including:

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

Key Benefits of Process Director BPM Software (BPMS) and Workflow Software Solutions

• Transparency: It can be difficult for senior business leaders to gain a comfort level with the various hardware and software “black boxes” deployed by IT.  Process Director business process management software and workflow tools bridge that gap offering a solution that is fully customizable and extensible, and yet does not require programmers.
• Efficiency: If business process improvement (BPI) is important to a business—and in today’s world, it needs to be—then automation and metrics are a core requirement. Process Director business process management software measures the performance of each activity within a given process; as the process is executed over time, Process Director learns how its actual timeline varies from the original forecast. This unique capability, called predictive analysis, alerts process owners that upcoming activities may not complete on time, even before those activities have started.
• ROI: In any growing organization, the number of homegrown and off-the-shelf solutions accumulates pretty rapidly. Each one brings with it another team, another vendor, maintenance, updates, infrastructure, and training.  Process Director BPM implementation gives the CIO the opportunity to start replacing those one-trick-pony products with a flexible, customizable BPM tools addressing a huge variety of business needs in operations, finance, HR, IT, sales, and other areas. Fewer vendors, less maintenance, reduced training costs, smaller infrastructure.
• Improves Business Process Governance and Compliance: Improved process control, auditing, and monitoring help organizations to demonstrate business process governance and compliance. Replacing manual, paper-based processes with Process Director that offers a unique deployment for BPM compliance solutions such as automated, electronic forms and processes is an effective way to ensure users are in compliance.

Business Process Management Software Examples

Read specific BPM examples of how organizations use BP Logix’s customizable BPM software, Process Director, as their BPM solution. To start, check out City of West Allis and Columbus Technical College and see how these busy organizations used Process Director BPMS successfully to create process efficiency.

Automating Manual Processes

-Bill Kahlert

Solutions Director, Global IT Firm

Our roots are in the software industry however we are involved in our communities, work in philanthropic and non-profit organizations, and write books. We are grateful to be a part of a BPM company that thrives on challenge and rewards creativity and innovation.

As evidenced by multiple awards for business, BPM software, business process automation software and process excellence, we are a BPM company that is also recognized as a key partner to customers across industries and geographies.

We hope that knowing more about us and our business process management software – and what we do for our customers – will be the reason to check us out further. And we invite you to start that conversation.

More About Us

BPM Awards - View our BPM awards. We are proud to be recognized for our successful customer implementations and technological achievements.

Press Releases - Our central area for all our press releases and the latest information regarding us and our products.

Media Coverage - Learn more about the latest industry news, media coverage and announcements from us.

BPM Success Stories - Learn more about our customer and their success stories.

BPM Examples - View use cases for specific industry verticals.

Tell Us Your Story

BP Logix is a BPM company that helps companies change the way they operate through business process management (BPM). We know process, and we have discovered that it is not merely the movement of a decision, document or action along a workflow. Rather, process is an always-changing and flexible way of thinking about, and applying, a better way of doing things. What things? The things that are important to you.

Successful BPM implementation with our BPM software comes from us knowing your story and recognizing how we can help you meet your goals. That knowledge allows us to partner with you so we can collaborate to change the fundamentals of your business.

You know what you want to achieve. Tell us your story so we can help you get there.

Schedule a Free Demonstration

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.

The Possibilities Of BPM and IoT Data

If knowledge is power, then the seeds of its unfettered potential lie within the humble dataset. And yet, until recently, these seeds have struggled to take root, kept in check by the unforgiving soil of paper-based records, clunky ETL interactions, and stale or corrupted information.

Here at the dawn of the digital transformation era, however, the Internet of Things (IoT), artificial intelligence (AI) and machine learning (ML) are fully blossoming. The power of BPM and IoT is unleashed, and it is revolutionizing our understanding of data and its possibilities.

BPM and Internet of Things (IoT) Drive Predictive Analytics

Process Director's AI capabilities analyze data from an array of sources to achieve that elusive element of control that has long been coveted by businesses: predictability. Accurate and consistent predictability requires tremendous amounts of data—the more that is fed into the AI algorithms, the more intelligent your applications become. And that means that the vast amount of data generated by Internet of Things (IoT) devices provide the high-octane fuel powering Process Director's machine learning driven predictive analytics.

The Solution

Of course, Process Director has always provided the integration and connectivity tools you need to transform information into intelligent action. From databases, to social media, to cloud services, Process Director can mine critical data, wherever it may live. And the platform's unique data virtualization technology marries robust governance to easy, no-code development, so that sharing and reusing your critical information is easy.

Knowledge is power.  What could your organization do with IoT data and the power unleashed by Process Director?

Schedule a Free Demonstration

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

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

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

Notable BPM Capabilities

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

Process Director Updates

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

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

Schedule a Free Demonstration

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

A Simpler Approach to Building and Automating Your Electronic Forms

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

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

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

Dynamic eForms Software

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

Smart Form Data Validation

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

Access

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

External Database Integration

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

Routing Slips

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

Digital Signature Technology

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

Digital Signatures

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

Electronic Signatures

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

eSign

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

Schedule a Free Demonstration

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

Extensible Software For Your BPM and Workflow Needs

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

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

Programmatic APIs and Custom Tasks

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

Web Services / REST

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

Relational Database

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

Other Features

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

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

Schedule A Free Demonstration

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