Recent posts about BPM (3)

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 Workflow? Workflow Definition Explained

What is workflow, you ask? It's a series of repeatable processes that are necessary in order to achieve a goal, typically a business goal. The first step of a workflow is triggered by an outside event, but every step after that has another step before and after it within the process. This process -- which can be manually done or automated with software -- moves tasks from one individual to another in order to improve productivity, and, ultimately, create a cost savings.

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What is Workflow To BP Logix?

What is workflow to us? We here at BP Logix think of it a little more simply; we think of it as the practice of refining business processes. Processes are useful business process improvement tools to help organizations improve communication, process efficiency, and profitability. They create a smoother synchronization of data between systems and better coordinate tasks between different departments.

They increase workplace productivity by closely monitoring every step of a process in order to make the process more agile, more efficient, and more transparent. Properly designed workflows decreases errors and time spent on a specific project by automating the flow of employee tasks.

Because the need for processes to be visual, organizations that use BPM software are able to make smarter and quicker decisions. In most cases, software provides tools to measure and perfect your systems, too.

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Types of Tools For Business Process Improvement

As mentioned, business process improvement can be governed by manual tools or software. There are many types of software, some with similar names like Gantt charts, process diagrams and flow charts. The BP Logix solution is a BPM software called Process Director and it uses a visual design similar to a Gantt chart but offers a robust set of BPM tools to help organization streamline business processes.

The Benefits of Using Process Director BPM Software

In talking to clients, we hear many stories of how Process Director BPM software has helped achieve business process improvement, but here are some of the most common advantages to using Process Director:

Increase Productivity Everyday

It can help organizations improve productivity issues that they may run into. This BPM technology allows for business process improvement as business tasks and processes are better organized with Process Director's document management system. Also easily electronic forms (eForms) can be easily executed through common applications like Microsoft  Word and Outlook.

Reduce Time Spent on Routine Workplace Processes

Process Director is a digital transformation solution that reduces the amount of time spent on tasks by automating and digitizing a variety of things like approval processes, for example. It can eliminate redundancies and provide clarity.

Modify Processes with Ease and Before it’s Too Late

Process Director comes equipped with a business process automation technology called Process Timeline. This timeline software offers predictive technology to predict when a future activity is likely to be delayed, offering the earliest possible opportunity for manual or automatic intervention. This allows for easy process modifications and makes it possible for organizations to be more flexible.

Change Your Company Culture (for the better)

Done right, business processes can shift behaviors to get the job done. If you know your company culture, you can create culture alignment through efficient processes.

Reach All Goals, Small and Large

When you know where to find the finish line, it’s easier to reach it. Show everyone in your organization the how and why processes are in place to achieve small and large business goals. For example, someone may think that a form is unnecessary and forgo the signature. Once they see where that form sits in the process, they no longer skip that step.

One Last Note...

While outcomes differ, workflow matters globally because of the headaches it prevents. Process Director from BP Logix will empower your organization for all the reasons we list above and so much more. Ready to see for yourself?  Contact us today and schedule a free demo of Process Director from a BP Logix software expert.

What Are eForms?

To optimize the processing of many kinds of information, most organizations have implemented some number of electronic forms (eForms) since they easily integrate with back-end repositories, are flexible, and eliminate errors that result from paper forms. Additionally, electronic forms can be easily adapt to initial business requirements, then updated as the requirements change. We all recognize that the information that goes into a form is dynamic. As a result, at some point it will need to be updated. eForms and electronic forms management software allow you to manage the entire lifecycle of the form , as well as the data that is contained within it.

The Struggle With Paper Forms

One might be surprised at how many organizations (even progressive, innovative ones) handle forms. Indeed, despite many advances in technology, there is still a job market for data processing “inputters” and filing experts. We have worked with companies who continue to store vast amounts of paper forms, all of which contain data that’s important to the company operations. Imagine what it takes to get those paper forms reviewed, signed, delivered and filed. Then, consider what happens when someone needs the information from those forms when they are stored in a file cabinet in some remote location. It makes me think of the final scene in Indiana Jones where the tablets on which the Ten Commandments were chiseled, are sent to a cavernous warehouse, likely to be lost forever. That makes me, as a BPMS software evangelist, shudder with horror.

Businesses create, distribute, manage and secure ever-increasing amounts of information, all of which is crucial to daily business operations. The vast majority of that information is dynamic; it is constantly manipulated, validated and reviewed as part of regular processes. Decisions are made based on this information, and it is essential that the right users have access to the data that is most relevant to them.

Why Is Electronic Forms Management Important For Your Organization

Why do we emphasize forms so much? As one component of business process management (BPM), electronic forms and electronic forms management software are a basic necessity. First , they provide the most elegant and precise way of capturing data. Second, they provide a format for communicating data to other users.  Third, automating forms provides dramatic time savings. Routing paper forms from person to person within an organization, sometimes across time zones and geographies, can take days – or weeks. Using electronic forms , data can be reviewed, commented on and approved in a fraction of the time.

Process Director Electronic Forms Management Software

We know that the people who benefit most from the data in forms are the business managers who need to make decisions based on that information. With that in mind, we have given Process Director's electronic forms management software a flexible, yet powerful, graphical user interface that allows managers to control the behavior of forms and designate the routing flow they should take. This can be done all according to defined business procedures and rules.

Review and approval of forms also becomes very efficient. One of our customers recently told us that she had three people review and approve one form within one process in five (yes, 5!) minutes. That same form and process took weeks prior to automating it. How much more effective, then, is that process? It goes without saying.

And, by the way, since there is an underlying workflow, email alerts are sent automatically to notify users when there are forms waiting for them review, approve and/or address.

Request A Demonstration

BPM software provides an actionable format for collecting, delivering and managing information. Electronic forms and electronic forms management software enhance decision-making ,ensuring that leaders and managers within the organization are more and better informed. Isn't this what you want for your company?

Process Director web-based workflow software and workflow tools require no programming expertise, making it fast to implement with little user “learning curve”. It easily integrates with enterprise software already in place and offers rapid app development to create endless integration options.

Process Director is the only workflow software that offers two workflow models: traditional and Process Timeline™, a workflow engine that offers predictive analysis of processes by incorporating the element of time, which is missing in most BPM’s of the past.

Process Director is award winning. KMWorld named them in their 2017 Top 100 Companies that Matter in Knowledge Management, and as a Trend-setting Product in 2016. Gartner also named Process Direct to the Gartner Magic Quadrant for Intelligent Business Process Management Suites (iBPMS) for several years in a row.

Process Director is a 100% web-based workflow software which allows it to be accessed on any internet compatible device, including in the field for a true mobile workforce. It requires no client software, ActiveX controls, or programmers.

Process Director is comprehensive. Neither “human-centric” nor “machine-centric”, Process Director web-based workflow software uses the best of human engagement, automation, and overall knowledge management to meet a variety of business processes across multiple industries.

7 Benefits of Process Director Web-Based Workflow Software

Workflow software is and has been being implemented for years supporting businesses in increasing productivity and profitability. Searching for the right one for your needs can be a bit overwhelming, however. Here are some reasons to consider Process Director, a web-based workflow software, for your enterprise.

1. Automate processes- Automating workflow makes creates process efficiency by reducing errors and minimizing tasks that “fall through the cracks”.

2. Receive Notifications- Automated alerts can be sent through email and/or Microsoft Outlook. Never miss another deadline.

3. Simplify Approvals- The approval process can be shortened through automatic triggers and processes and are available from any computer or internet connected device, including tablets and smartphones.

4. Better Management- Receive notifications when workflows are predicted to be late, see real-time data, achieve continuous improvement initiatives, and more with easy to search data available to the right people at the right time.

5. Improve Agility- Make changes to better serve your market with sub process and rapid application development. Grow with demands while maintaining profitability and efficiency.

6. Better Compliance- Track documents, including multiple versions to create an audit trail. Use e-forms, permissions, and electronic signature technology for more complete information, increased security, and better business process governance and compliance.

7. Secure Data Storage- Organizations have the choice to store information on the cloud or on premise making it easier for administration, better security and automated backups.

Request A Demo

Process Director is an award winning business process management solution featuring knowledge management 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.

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

Features and Benefits of Process Director

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

100% Web-based, which means:

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

Implement better workflow for increased:

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

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

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

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

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

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

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

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

Key Elements of BPM

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

1. To Improve Process Efficiency

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

2. To Increase Productivity

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

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

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

4. To Automate Tasks

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

5. For Better Access to Information

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

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

Image Credit (Autocab.com)

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.

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

What is BPM?

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

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

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

What is Case Management?

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

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

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

BPM vs Case Management

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

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

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

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

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

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

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

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

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

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

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

How Does Process Director Automate Workflow?

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

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

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

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

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

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

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

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

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

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

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

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

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

Business process management is an important part of this fundamental trend, because there can still be a mismatch between the features of off-the-shelf applications and the very specific needs of a given business. BPM solutions act as the glue that fills these gaps, taking data from one or more systems, pushing that data through a process, and updating other systems as appropriate.

Thus, the real leverage of BPM software is found in its ability to combine proprietary processes and data with off-the-shelf applications. However, that leverage is weakened considerably if the business process management solution itself requires custom development, and all the overhead that goes along with it. That is no doubt why virtually every RFP or requirements list I see specifies that little or no programming should be needed to implement any proposed business process management solution.

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

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

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

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

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

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

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

Learn more about National Institute of Mental Health here.

Whittier Health Network Streamlined Benefit Enrollment with BPM Healthcare

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

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

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

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

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

MultiPlan’s Use of Healthcare BPM Smoothed out Procurement

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

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

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

Learn more about MultiPlan here.

Whittier Health Network Streamlined Benefit Enrollment

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

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

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

Learn more about Whittier Health Network here.

More on Process Director Healthcare Workflow & BPM Solutions

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

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

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

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

Case Study: MultiPlan’s Healthcare Systems Approval Process

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

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

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

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

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

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

Case Study: Johnson & Johnson Approves Digital Submissions

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

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

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

Ready to see for yourself? Contact us today!

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

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

Traditional Workflow Flowcharts and Linear Process Failures

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

Advanced Solutions Using a Workflow Timeline Software

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

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

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

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

What Is A BPM Suite (BPMS)?

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

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

Digital Transformation With A Business Process Management Suite

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

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

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

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

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

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

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

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

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Process Director Business Process Management Software

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

Intelligent Business Process Management Software (iBPMS)

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

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

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

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

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

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

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

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

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

Process Director Award Winning BPM Software

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

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

What is Process Improvement?

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

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

What Does It Support Within A Business?

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

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

How BP Logix Can Help With Your Process Improvement Needs?

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

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

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

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

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

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

No Programming Expertise Required

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

Process Timeline ™

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

Application Integration

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

Extendable

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

Cloud-Based BPM

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

Document Workflow Management

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

Streamline Businesses Processes Today

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

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