Recent posts about BPM software (3)

The New Renaissance of Data and Business Process Management

In the long, long ago, in the before times, data was, once collected, considered relatively inert, amassed on clip boards and often relegated to dusty file cabinets to be forgotten or shredded. At the time, the tools had not yet been developed to utilize data’s true, practical possibilities. We were also not equipped to understand the breadth of data available in the world. Then we entered the digital transformation era. With digital transformation, the full potential of the internet of things (IoT) is blossoming, and this renaissance is changing the world of business process management (BPM).

BPM and IoT

Everything from mobile devices to vendor products to third-party-collected datasets are now swept into the BPM and IoT funnel. This communication deluge is increasingly intricate and expansive, but, when paired with Artificial Intelligence (AI), incredibly useful.

In today’s BPM, AI analyzes datasets 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 the processes become. And despite AI’s tremendous utility, without the data generated by the swath of connections that define the IoT, AI would be dead in the water.

Process Director Business Process Management Platform

Process Director enables you to:

• Access built-in database connectors enable you to connect to and exchange information with your organization’s databases. Any data that can be accessed via SQL can be directly integrated. Common examples include ERP systems (for example, JDE/JD Edwards, SAP, or Microsoft Dynamics GP), HR applications, CRMs, and even home grown applications that store information in a database.
• Import scanned images and the associated index data from your document imaging software
• Monitor ETL or “dropbox”-style processes
• Monitor your POP or IMAP email server (including Exchange, Lotus) for incoming email
• Access BPM applications and services directly through a web services connector
• Monitor social media comments, posts, tweets and events.

This is a sample of how Process Director draws upon countless datasets, including IoT devices, to derive the most robust dataset sources for AI analysis.

Give your organization the BPM tools to ride the ongoing waves of digital transformation with the intelligence of AI, the power of Process Timeline™, and the scalability of Process Director on your side.

Request a Free Demo

Request a free demonstration of Process Director, and discover for yourself how this unique business process management 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 digital challenges.

The average organization’s IT department is an overburdened pressure cooker of backlogged items and looming deadlines. They are a sorry lot – pulling out tufts of hair in frustration and waking in the middle of the night screaming, “Have you tried turning it on and off again?!”

Moving to a low-code business process management (BPM) platform allows you the freedom to build customized business solutions that align with your departmental vision without adding more strain to your IT department.

Today’s business pace is quicksilver, with customers demanding instant results. To keep up, companies must transfer that imminence onto everything from customer case management to process applications to HR onboarding. Every aspect of business process management feels the quickening effects of digital transformation, but none more so than the beleaguered IT department.

Process Director is an agile BPM platform that can support businesses with quick application solutions to streamline business processes, reduce costs, and increase process efficiency. This in turn frees IT from the responsibility of full development, allowing them to take a more robust support role and focus on other aspects of their responsibilities.

Similarly, if your company suffers from resource limitations on the development end, our low-code/no-code business process management platform will allow you to create robust, extensible applications that deploy quickly without relying on heavy coding and the additional IT support that a coded solution implies.

Enable IT to fully support you by engaging with BP Logix’s Process Director, and experience what a powerful, customizable BPM platform can do for you and your organization.

Process Director Low-Code Business Process Management Platform Equips You With:

• Integration: Fully integrated, out of the box, into the Process Director environment. No additional options to purchase; no additional components to learn.

• Reporting: Sophisticated case-aware applications and reports.

• Documents: Configurable case folders for fast access to all case-related processes, documents, and data.

• Import: Automatic (batch) or drag-and-drop import of documents and data into appropriate case folders.

• Time: Multimodal run-time patterns combining sequential flow style with event-driven, time-driven, and decision-driven execution.

• No coding: Low code / no code BPM solution designed from the ground up for the “citizen developer”: users do not need to be programmers to build rich, responsive digital case management applications.

• Migration: Built-in application integration and migration tools, enabling users to add case management software behavior to existing Process Director BPM applications and workflow applications, quickly and easily.

• Process Timeline: The easiest and fastest way to configure and deploy the predictive, alert processes that lie at the heart of your digital business.

Request a Free Demo

Digital transformation has spurred a renaissance of adaptive case management technologies and event driven applications, along with a myriad of other advances. Predictive behaviors are now handing the baton to proactive behaviors. Human decision-making and the concept of time now play an enormous role in creating agile, adaptive applications. BPM’s role continues to expand in both responsibility and complexity. Within this burgeoning movement, the linear processes that a traditional BPMN modeling tool and/or BPMN software provides, have struggled to maintain relevancy.

Finding a BPM platform framework that not only accommodates an application structure that’s evolved beyond BPMN software but, in fact, positively encourages agile change at enterprise scale (while at the same time remaining accessible to citizen developers), is the unique challenge of today’s innovators.

Process Director, and its business process modeling and orchestration engine Process Timeline™, remains the ideal BPMN modeling alternative for innovators wanting a BPM platform that combines an intuitive interface, enterprise level scalability and AI powered, time-aware analysis. It is the successor to business process model and notation.

BP Logix’s Process Timeline™ Reimagines BPMN Modeling

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

Process Timeline is “Constraint-driven”. What does this mean? It means every Process Timeline activity wants to run RIGHT NOW...but it won’t, until:

• Predecessors are complete
• Eligibility conditions are met
• Necessity conditions are met

And when you say “constraints”… what are they?

• Process state
• Time (due/elapsed/predicted/etc.)
• Events
• Human actions

A few business process modeling software advocates have attempted to bring some of the benefits of Process Timeline to that standard in the past—but without success. Process Timeline’s unique constraint-driven architecture, offering benefits like AI-powered customized predictive and response behaviors, continuous critical path analysis, and implicit parallelism are simply beyond the reach of BPMN software and related standards.

Discover an intuitive, executable BPMN modeling alternative – Process Timeline.

Request a Free Demo

Request a free demonstration of Process Director 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 BPMN Notation?: A Brief History

A small cadre of business and technical experts convened as the sun was setting on the second millennium. They were driven to assemble by a shared, laudable impulse: to impose structure on the chaotic world of business process. Unfortunately, commendable though their efforts may have been, the group was limited by both the primitive technologies of the era, and the innovation-crushing culture of design-by-committee.

Their work culminated with the publication of “Business Process Model and Notation”, an electronic tome replete with intricate runes and near-mystical incantations. And thus BPMN notation was born.
Like the tax code, it has become a discipline unto itself. And, like so many ancient runic languages, BPMN’s symbols and hieroglyphs are not easily deciphered. Into this gap between symbology and usefulness rushed devoted acolytes, immersing themselves in understanding its secrets, hoping to become indispensable to any and every BPM project.

Has The Use of Business Process Model and Notation Already Passed?

Sadly for its devoted legions, business process model and notation (BPMN) is drifting into history. Today’s digital applications defy flowchart modeling. The Internet of Things is spawning a new generation of event-driven applications, and adaptive case management advances via human decision rather than pre-set process flow. Finally, technological advances have transformed predictive analytics into proactive behaviors.

Business process model and notation is the square peg to digital application’s round hole – the two are just not a fit.

It’s Our Time: Process Timeline™

Instead, Process Timeline frees you to express your journey in the most natural way possible: by listing the steps along the way. Any part of your process can respond to any event, deadline, action, or condition. Anything that can happen in parallel simply... happens: no more head-scratching design sessions spent trying to figure out which things can happen at the same time, and which cannot. And Process Timeline makes collaboration between IT and the business transparent and easy.

We think we did a pretty good job, and our customers and others seem to as well. Why not find out for yourself? Request a free demonstration today!

Back in the days of yore, when the good people of Widget Corporation closed a sale on one of their widgets, that was the end of the sales experience. They would stand at the door as it closed, waving with one tanned hand at the retreating form of their customer and smiling their megawatt salesperson grins, as person and widget retreated into anonymity. And then came the digital world and with that  the Internet of Things (IoT) and digital transformation.

In today’s Widget Corp. there is no such end point. Since the advent of the Internet of Things (IoT), a door bell is no longer just a door bell – it is a surveillance device with personalized tones and lights. A watch no longer only tells time – it monitors everything from your heart rate and sleep cycle to your steps throughout the day. At this point, even your typical refrigerator has the inside scoop. Inside these widgets are vast arrays of sensors and monitors that generate and gather data for the benefit of both the customer and organization that sold the widget. This allows a feed of information that is continuous, responsive, and, in many cases, transformational.

AI, IoT and Digital Transformation

Just as one cannot speak of digital transformation without acknowledging the role of artificial intelligence, so it goes with the IoT and digital transformation. After all, how else are these massive amounts of algorithmic data that AI analyzes being retrieved? Today’s devices not only report back with data, but are increasingly interconnected as well. This living data opens the doors to rich and creative possibilities in regard to AI – and never has a customer journey been more immediate, responsive or nuanced.

This leads to high demand customers, conditioned by the two prongs of IoT and AI, and their uniter: digital transformation. Today’s satisfying customer journey is a cocktail of positive touch points, individual attentions, predictive analytics, historical data mining, and this is only from their water meter!

If you are still acting like the Widget Corporation of the past, then your customers will suffer for it. It is inevitable that you will lose them to a competitor who has implemented platforms that treat them with the immediacy and individualized attention to which they’ve become accustomed. The first step toward achieving this goal in your organization is to drag your business from the dark ages with a BPM platform that can act in a similar function – by providing a workflow solution that has the integration capabilities to support this new world of the IoT and digital transformation.

IoT and Digital Transformation Solutions

Enter Process Director BPM platform - to ensure that your business operations are optimized, Process Director is an IoT and digital transformation solution that provides built-in BPM application and workflow application integration with many third-party and in-house applications and databases. The application integration connectors can be called based on different events in the system, including when a step starts in a workflow, when a business rule is evaluated, or based on an event or a Smart Form.

Process Director intelligent BPM offers cloud based single-tenant and multi-tenant deployments, which provides flexibility for both small and robust business requirements. Because BP Logix Process Director gives key insights into each behavior of the process, it can take direct action.

For example, if a future task is in danger of running late, the system can notify the process owner. This way, the case manager or other responsible party can address the issue at the soonest possible opportunity. Process Director BPM software is flexible, allowing ad hoc and improvisational tasks to be added to a process or dynamically linked via rules or established predecessors.

Process Director from BP Logix offers BPM and digital transformation solutions will empower your organization to do more and get better results, all the while experiencing a more consistent and personalized user experience. Contact us today to schedule a demonstration to get a customized in depth look at how Process Director can help solve your IoT and digital transformation needs.

Enterprise IT leaders once faced a conundrum when approaching business challenges with enterprise applications. Three major factors—flexibility, fitness, and funding—figured into their decisions, but seemed impossible to reconcile. Should decision makers opt for custom applications —putting fitness squarely under control (but at a substantial, painful, and never-ending cost)—or go for packaged applications with their more predictable expense structure (and even more predictable lack of flexibility)?

Packaged Applications

Packaged applications can seem like the ideal solution to enterprise IT leaders because it simplifies the importing and installations process. At first glance it appears as if these applications are somewhat customizable, as users have the option of installing supporting application objects or opting out to do it at a later time. Packaged applications also have a more predictable expense structure, theoretically reducing the total cost of ownership.

Though packaged applications delivered on fitness and funding, enterprise IT leaders soon learn that they lack flexibility when they find out their so called ideal solution still needs substantial customization. Standardized packaged applications face severe limitations when pitted against company-specific business challenges. In the end, work-arounds and add-ons inflate the total cost of ownership to something much less ideal that what it appeared at face value.

Custom Applications

Alternatively, enterprise IT leaders could decide on custom applications when approaching their business challenge. This would solve the flexibility piece but fall short on fitness and funding.

As for fitness, custom applications mean that IT resources would be tied up with the time-consuming work of hand-coding and updating applications as new business challenges arise – thus missing out on any competitive advantage and sacrificing any potential digital agility.

Custom applications also miss the mark on funding. Costs seem to be never ending when applications need to be continually updated or created to solve ever changing business challenges.

BPM Software – The Complete Solution

At BP Logix we say: you may have your cake, enterprise CIO, and eat it, too, by sidelining clunky packaged apps and expensive hand-coded, custom applications in favor of a BPM-driven, low-code/no-code, rapid application development software like Process Director.

As your business grows, your need for digital agility grows along with it. The dynamics of the marketplace demand that the greater your mass, the faster you must respond. No easy task, to be sure; but made harder yet by the physics of programming, dictating that the larger and more complex the code base, the greater the time and cost of altering it. The practice of building software Parthenons may create a monument, but they end with a mausoleum. The pace of today’s business practices requires elastic, changeable BPM solutions that can continue changing with shifting market demands.

In deploying a BPM platform solution like Process Director, senior business leaders marry the best of both worlds and sidestep the various hardware and software “black boxes” deployed by IT. Instead, Process Director’s low-code/no-code BPM software offers the transparency of a solution that is fully customizable and extensible, and yet does not require programmers. The result is an adaptable set of robust digital applications that are easily understood and managed by the business and IT alike.

Schedule A Demo

Ready to see how Process Director can help solve your business challenges? Schedule a demonstration today to get a customized in depth look at how Process Director can meet your enterprise application needs.

Business operations are constantly changing due to market conditions. With constant change, there is the need for businesses to continually improve the processes and workflows that power the organization in order to stay ahead of the competition. As a result, companies these days are relying on software to not only improve process efficiency but also to streamline business processes so they might capitalize on this competitive advantage. Having the speed and fluidity to absorb the necessary business operations changes that inevitably occur in a volatile economic climate will do nothing but impact the bottom line positively. When it comes to organizations adapting to change, is there a difference when they rely on custom coding their upcoming software solutions and systems versus using an agile BPM (agile business process management) software solution?

Custom Coding Solutions

In the pursuit of the ideal solution to fit their business requirements, many companies come to the erroneous conclusion that updating their current software with custom coding is the only answer. Only on the other side of their decision do they realize that every change, every clarification, and every idea sends them right back to square one of their system development life cycle (SDLC).

Enterprise IT has evolved into an expensive monument to the rigid over-specificity of its business parameters, and the mountains of custom code that remain aren’t flexible and can be incredibly resistant to change.

Agile BPM (Agile Business Process Management) Solutions

Agile BPM (agile business process management) solutions deliver results and value today, even when market conditions change. It puts business process management in the hands of business users by allowing them to have immediate access to BPM tools. This enables them to drive process automation, be approachable from different perspectives and launch short-term timelines that delivers fast ROI. These agile BPM solutions provide new ways of viewing reports and the status of workflows along with improving process-related visibility. It works for not only linear processes but also for all other business processes that don’t necessarily fit into the flowchart model.

Process Director BPM Software

No matter which way you cut it, custom coding with code rewrites will always be slow, costly, and hyper-specific—and in the era of digital transformation, cumbersome architecture will keep your organization from moving forward. Are you ready to see how an agile business process management software like Process Director can help your organization become more flexible to changing market conditions and business operations? Contact us or schedule a demonstration today to learn more.

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What is Case Management Software?

Case management software pulls together processes, data and rules and actively assesses, coordinates, and plans every aspect of a given case ultimately working toward time-based goals. For our purposes, a "case" is a group of processes, transactions, or responses that define a complex activity, and which can be tracked over a period of time. A case usually involves actions by many different people, both inside and outside of the organization. Every action, message, response, and document generated during this complex activity becomes part of the case.. To further illustrate what a case could look like, consider these examples:

• A case manager is in charge of complaints at a cable company
• A case manager works for companies providing assisted living services to determine and meet the needs of a client with special needs
• A case manager oversees orders at a factory

Because most cases are complex, meaning there may be a number of processes launched sequentially or in parallel, it usually requires the work of several people.  These processes sometimes can't be predetermined and could cause delays in the overall case or business event. For example, one person may need to determine a time line for everyone involved and inform those same people of new developments while another person makes sure all documents are signed and shipments are sent and received. Even if there is only one person with the title of "case manager" assigned to a specific case, they almost always have others who work with them to achieve results.

Why Case Management Software is Important to Businesses?

Like practically everything else in the 21st century, modern management has been made easier thanks to the right computer software. Case management software puts the necessary information where you need it and when you need it so that you don’t have to concern yourself with the process as much as you do the critical steps required for the case.

Case management software is often used for time tracking, deadline setting, document management, billing, estimates, and keeping a database of relevant information including contact information among other things. This software can take the place of other software, like CRMs and enterprise document workflow solutions, giving you one program that covers all the bases.

Adaptive case management software allows businesses to be more organized by increasing accountability and communication among teams and between departments. This ultimately allows business processes to run more smoothly and efficiently.

How Process Director BPM Software Works as a Solution

Process Director BPM software by BP Logix is an extremely easy-to-use solution. And we aren’t just saying that.

Our BPM software does not require that you have any programming experience. Its interface is very intuitive, allowing you to quickly and effortlessly tailor the entire process to a specific project. It really does pay for itself in little time.

Process Director's Process Timeline is an advanced BPMN modeling and business process automation software that provides time-based analysis with the most updated charts and data. This in turn helps users:

• Where they are in the case or business event
• The amount of time it will take the overall case or business event to be completed
• Any steps or remedial processes that need to be started at any given time

Since much of the heavy lifting is covered by the software, more time is freed up for you to get more done in a smarter and quicker way. Put simply, Process Director simply makes a case manager’s job easier.

Process Director has received critical acclaim from analysts in a variety of industries, but we feel this statement from a BPM.com report sums it up nicely.

“It is entirely fair to say that in many ways and areas of capability, market expectations have evolved in the direction where Process Director has already been. This is certainly visible with Process Timeline, which beyond the time-based dimension 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 and ad hoc activities.”

Don't get hung up on the BPM vs case management software differences. You can have both with Process Director BPM software. If you are a case manager interested in BPM and workflow tools, consider Process Director. Contact us for your own free BPM software demo.

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What is Knowledge Management?

What is knowledge management (KM), you ask? It’s the term for the management of knowledge assets within an organization including document management, content management, business process management and more. It can include initiatives, strategies, analysis, accessibility and knowledge creation.

The Knowledge Management Definition Involves:

• Understanding how knowledge is kept and where
• A learning culture (continuous improvement)
• Understanding what needs to be known
• How to acquire information
• How knowledge is shared
• How knowledge is created
• Knowledge accessibility and permissions
• How information lines up with organizational mission, vision, and strategic goals
• Both tools and people

What is Knowledge Management to BP Logix?

BP Logix’s Process Director BPM software was recently named to KMWorld’s 2017 Top 100 Companies That Matter In Knowledge Management , for the 8th consecutive year. With its unique Knowledge Views, Process Director allows you to conveniently find and list information, such as electronic forms, process timelines , attachments, documents, or workflows.

These knowledge views provide a look into the database to show you information in a way similar to predefined searches. They empower users to navigate and retrieve information based on specific criteria in order to locate information fast. Knowledge Views can be set up with permissions to ensure the right information is available to the right people at the right time, creating intelligent and reliable navigation, searching, reporting, retrieval, and data population. Search results can then be displayed within the browser as a chart, graph, or data, downloaded into Excel or CSV files, or can trigger a results based process.

Process Director BPM Software Is Your KM Solution

Organize and distribute documents, content, and smart forms (e-forms) through automatically assigned metadata which allows information to be made available quickly and easily. With hierarchical taxonomy, unstructured content brings related information together in a logical way that allows you to tag data and find it easier than ever before.

Process Director is an award winning BPM software featuring workflow management software tools to help your business excel. Learn more about BP Logix’s Process Director for your business and request a demonstration. One of our BPM experts will learn about your goals and requirements and tailor a demonstration to meet your specific needs.

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

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

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

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

Process Excellence Use Case Study: Pethealth Insurance

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

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

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

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

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

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

Pethealth Claims Processing Automation

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

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

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

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

MultiPlan’s Claims Automation Needs

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

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

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

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

What is a Business Rules Engine (BRE)?

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

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

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

Process Director’s Dynamic Business Rules Engine

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

Automation in Business Processes

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

Easy Integration and Compatibility

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

Better Decision Making

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

Improved Governance, Risk, and Compliance

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

Electronic Forms Management

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

Ability to Scale and Grow

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

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

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

Process Director and Electronic Signature Technology

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

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

Find Success with Process Director

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

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

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

A Case Study in eSign with Process Director

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

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

What is Business Process Governance?

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

Why is it Important?

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

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

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

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

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

What is Business Process Governance to BP Logix?

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

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

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

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

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

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

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

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

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

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

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

Learn more about National Institute of Mental Health here.

Whittier Health Network Streamlined Benefit Enrollment with BPM Healthcare

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

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

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

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

Make Construction Project Management Easier

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

How Can Process Director Construction Workflow Software Help Me?

Approval Process Management

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

Simple Field Forms

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

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

Accountability

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

Reporting

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

Document Workflow Management System

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

Request a Demonstration

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

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

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

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

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

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

The Process Director Mobile Inspection software allows management to:

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

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

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

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

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

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

Benefits and Limits of SharePoint Workflow Solutions

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

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

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

An Alternative To SharePoint Workflow Solutions

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

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