Recent posts about workflow (2)

Healthcare, Pharmaceuticals and Life Sciences all face considerable challenges— updating legacy healthcare workflow processes, meeting shifting security standards, exceeding patient care targets, achieving internal operational goals and of course, revenue management. It is, in a word, complicated.

What these industries and their related concerns all require is a BPM healthcare workflow platform that bridges their care management, customer management and security concerns, while offering rapid application development and adaptability. Process Director offers this and more, delivering streamlined healthcare workflow automation solutions for healthcare, pharmaceuticals and life sciences with its combination of collaborative utility, predictive analysis and GRC software capabilities.

Security and Compliance Peace of Mind

Process Director BPM software has a BPM compliance deployment option that is equipped with Governance, Risk and Compliance software capabilities that can help make your organization more efficient, effective, and compliant. As an advanced healthcare workflow automation software solution, Process Director will:

• Track and report on document approval history
• Maintain a consistent, documented process methodology
• Enforce full accountability for all actions taken in the course of a process
• Reduce paper handling and manual routing, eliminating errors
• Prevent productivity problems due to lost or mishandled documents
• Provide easy-to-use and easy-to-access auditing functions that enable fast, accurate response to audit inquiries

Rapid Application Development – Change With Confidence

For healthcare workflow applications to provide value to the healthcare, pharma and life sciences, they must be extensible, usable and able to integrate with a changing IT environment. Yet, what is among the more critical aspects of application value is when apps can unite development and IT operations teams to quickly and efficiently adapt and grow in response to an organization’s changing needs. Process Director’s rapid application development software provides a path that delivers data and functionality through digital channels and across different platforms and form factors.

Predictive Analytics – Harness the Power

Now, Process Timeline delivers the power of BPM and artificial intelligence (AI) to your enterprise applications. Process Director’s machine learning (ML) technology enables you to customize both how predictions are made, and what response should be triggered, to a greater degree than ever before. Of course, like all of Process Director, the AI features are easy to configure and use by analysts and process owners—yet rich enough to be appreciated by data scientists.

Request a Free Demo

If you are in the market for robust healthcare workflow automation software then request a free demonstration of Process Director BPM platform and discover for yourself how this unique business process management software platform empowers you to innovate, respond to market demands, and delight your customers. Or, contact us to learn more about how our healthcare, pharma and life sciences workflow solutions have helped our customers conquer their digital challenges.

There may be some reluctance on the part of executives and stakeholders to implement workflow software for automating workflows within their organizations. That reluctance may be the result of either, 1) Existing habits and behaviors that are considered to be adequate, or 2) Fear. The former is actually more challenging to overcome from both an IT and business perspective, while the latter can often be addressed when an organization realizes how its business can become better, much better. It’s paradoxical to realize, too that fear is often what encourages people to hold on to old habits, thereby creating the mindset of, "If it ain't broke, don't fix it." Smart businesses are not fooled by that adage, however.

We are not suggesting that there is a tendency towards organizational status quo; it is easy to understand, however, that with the hope and promise of workflow automation software comes some stress relative to not knowing what the future might bring. The vision of a well-oiled organization making more informed and logical decisions that lead to optimal business outcomes seems quite achievable in a demo- or on a video. To arrive at that point, however, means   letting go of a lot of “trusted habits” and relying on something new and not as familiar. And it may be comforting to stick with what you know and how you currently work.

When an organization automates its workflows – and truly looks at how processes are currently being done within itself – there may be a period of both “reckoning” and discomfort. Ultimately, however, the benefits are huge. We have numbers to support these changes, and can point to customer successes. Before we can talk about the upside, however, we often find we need to address the misconceptions about automating workflows—and what it will and won't do.

3 Misconceptions of Workflow Automation

Some of the misconception given for postponing the move to a workflow automation environment for business process, app and project development look like these:

1. Automating workflows cannot replace the way we currently do business: Automating workflows may be disruptive at first, but you are probably dealing with daily disruptions in your current environment already, especially if you not have a centralized structure for your processes. If you are operating without an adequate workflow process, you   may already be unable to absorb the rapid pace required for your organization to adjust and adapt to changes in the market, your sector or as a result of what competitors may be doing. Using workflow methodology and a tool that supports your business processes will ultimately provide a more consistent environment for your business operations.

2. We cannot afford the time it takes to implement a new way of working: Beyond the benefits you will realize today, your business is built on investing for the future. While automating workflows requires implementing new software, investing in user training, and other organizational modifications, those upfront costs are necessary to ensure a more efficient and effective operating environment, long-term.

3. Our team doesn't have the skillset to do this:  If your team is accomplishing its ”work”, it is probably using some form of workflow. It may not be with a BPM software solution with the  workflow management software capabilities like Process Director, but there is some routing and decision-making that follows a prescribed order. So, yes, you already have workflow. You may need to learn a new way of identifying and prioritizing   after adopting a focused-on-workflow tool, but workflow is largely dependent on smart decision-making. If your team is being successful you are part of the way there! Using a tool like Process Director requires some change in habits, but is based on knowing how and when to move things, and in what direction. Your team has more skills than you may realize.

Change often brings with it some trepidation, however change control also becomes easier with a more visible path to success. The first step towards having a clear picture for automating workflows is recognizing how it could fit into your current business, then understanding how automating workflow could help your business in ways you may not have considered.

When we talk with you it is to learn about your concerns and fears, so we can understand your business. Armed with that information, we can provide a roadmap to using workflow effectively, and in a way that optimizes your existing workforce and habits.

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More than any sector, hospitality engages with the changing needs of modern, connected customers, partners and colleagues. Modern standards necessitate going beyond simply reacting. Working with a hospitality software equipped with BPM tools that allow for clear, comprehensive views of constantly evolving situations is now required to provide today’s expected level of service. The anticipation of needs, and prediction of upcoming issues is the current marker of success not only for customer case management, but also, and just as importantly, wider operational excellence.

To do this, the digitally transformative service organization requires an intuitive BPM workflow engine that pulls in robust hospitality software functionality, allowing for constant communication and clarity within the asynchronous nature of today’s workflow, as well as providing tools to anticipate occurrences.

Process Director BPM Platform As A Hospitality Software Solution

Whether your challenges are in food and beverage, travel and tourism, or accommodations, BP Logix’s BPM platform Process Director gives you the functionality you need by combining hospitality software oriented applications with case management and predictive analytics, to align your initiative and make your vision a reality.

Process Director BPM and case management solutions include:

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:  Document workflow management features include 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:  A low code / no code BPM platform 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 BPM application integration and migration tools, enabling users to add case management solutions 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

If you are in the market for robust hospitality software then request a free demonstration of Process Director BPM platform and discover for yourself how this unique business process management software platform empowers you to innovate, respond to market demands, and delight your customers. Or, contact us to learn more about how our public sector workflow solutions have helped our customers conquer their digital challenges.

Process Director Workflow Software Solutions

As an advanced business process management (BPM) software solution, Process Director BPM software includes workflow software that contains powerful workflow solutions designed to automate workflow processes within your organization, continuously evaluating and improving them over time.

Try it for Yourself – Request a Free Demonstration Now

Workflow Solutions Include:

Two Powerful Workflow Modeling Solutions

Email Notifications

As your business process progresses, Process Director's workflow management software will send you custom notifications via email to process actors and others you specify. Notification features include:

• Automated email reminders to let users know of tasks they need to complete
• Custom email templates presenting exactly the right information at the right time
• View and complete your tasks from within Microsoft Outlook
• Email based approvals, even from your mobile device when working offline

Due Date Management

Time is critical to the execution and oversight of your workflow processes. Process Director's workflow software provides alerts for a variety of due date and time-related conditions. For example, you or your manager can be notified when a task is nearly due, or overdue.

But Process Director workflow software goes well beyond simple due date notifications. Thanks to the  Process Timeline workflow engine, Process Director can automate workflow processes and notify you when an activity or task is predicted to be late. Process Director's workflow software is constantly assessing each running process instance to determine if any future activity is likely to be delayed, and can notify you or take some other action that you specify. No other workflow solutions can offer you this innovative, patented technology.

Sub-Workflows & Business Process Segments

Process Director's workflow solutions offers support for sub-workflows which provides an easier way to manage and automate workflow processes that are complex. Create sub-workflows whenever you want to modularize a given set of tasks into a component that is reusable by other workflow processes. In this way, workflows and sub-workflows can act like process templates, suitable for use in a variety of applications.

Workflow Task Lists

At the very heart of any business process management software or workflow software is the ability for a user to see at a glance what tasks are assigned to them. Process Director's customizable task lists present this information in any number of ways that help keep you organized and on top of your game.

• Each task can have an assigned priority: always know what needs to be done first.
• Group queues and pooled assignments enable you to maximize process efficiency, either by enabling users to self-assign tasks, or by automatically assigning each task to the person with the least number of incomplete tasks.
• Customized task lists, powered by sorting and filtering capabilities, help you separate tasks into categories for easy identification.

Ad-hoc & Unstructured Processes

Not every process follows a pre-defined path. Process Director's workflow solutions gives you the power to create and automate workflow processes that move in any direction you require, based on user behavior, internal data, or external conditions. Ad hoc features of Process Director include:

• Leverage business rules to drive dynamic task assignment
• Invite a user to share (or take over) a task simply by forwarding an email, emulating the way users work today with email
• Choose one or more users from a menu or pick list to invite or assign them to a task
• Record your ad-hoc comments and discussion within the form using Process Director's comment feature, leaving you with an auditable record of the conversation

Conditional & Rule-based Routing

Workflow solutions aren't useful unless it can account for changing conditions and modify its behavior accordingly. Process Director's workflow solutions are equipped with a condition builder and encapsulated business rules that offer you the ability to build and automate workflow processes that are highly dynamic, assigning tasks and choosing process paths based on process data, external conditions, and user activities. The condition builder uses a simple point-and-click graphical user interface, enabling you to create complex conditions quickly. Process Director's business rules engine offers a way to encapsulate these conditions in named, reusable objects that can be utilized in any number of forms and workflow processes.

Human-centric, Machine-centric, Document-centric

Frequently, workflow software products are considered either "human-centric" or "machine-centric." Process Director does away with these distinctions by providing a comprehensive workflow solutions supporting human interaction, automated functions, and document management. As a result, you can easily automate workflow, making Process Director's enterprise workflow automation software a great choice for virtually any situation.

Request a Free Workflow Software Demo

Request a free demonstration and see how Process Director workflow solutions can help automate workflow processes within your organization. Discover for yourself how it’s unique low-code and rapid application development software capabilities, sets the pace for digital transformation, empowering you with an unparalleled ability to innovate, respond to market demands, and delight your customers. Contact us with any questions you have regarding Process Director’s BPM software and workflow software capabilities.

Public sector agencies stand before changing times – a public who is increasingly connected and require the same of their services, constantly shifting regulatory and compliance demands, and pressure to reduce costs while improving services. Whether your challenges are in cities, public healthcare, government services, security or justice— your agency’s digital transformation goals depend on engaging with public sector workflow that can translate your challenges into operational excellence.

From patient records to property assessment, Process Director’s public sector workflow management solution offers a unique Milestones component as well as predictive analysis making it a leader in adaptive case management by: incorporating the element of time into your cases, threading comments throughout actions and events to collaborate, and easily building highly scalable, integrated cases.

In the field, Process Director’s mobile inspection software empowers employees to take, tag, time-stamp, and location-stamp site photos as well as capture live customer signatures whether they are on or offline.

And of course BP Logix understands that security is a foremost priority when it comes to public sector workflow solutions. Use us in applications requiring FIPS approved standards and protocols for the protection of sensitive information. We also conform our security approach to the Microsoft Security Best Practices for Azure Cloud.

More on Process Director’s Public Sector Workflow Solutions

• Work online or offline
• Increase productivity of employees in the field
• Take, tag, time-stamp, and location-stamp site photos
• Eliminate data re-entry, transcription errors
• Capture live customer signatures
• Deploy for any use case: municipal, industrial, and more

Process Director is built on a formalized BPM and case management framework that enables:

• No code/low code interface allows for case management solutions, such as workflows, to be created by the user rather than developers.
• Multimodal run-time patters combining sequential flow style with both event-driven and time-driven execution.
• Automatically adapt and respond to incoming events and ad-hoc changes.

Process Director’s business process workflow automation software technology, Process Timeline™, will allow you to:

• Know exactly where you are in the state of the case.
• Know exactly how much longer it will take for the case to be completed.
• Have clear vision into the compensating steps or remedial actions that need to be launched at any given time.

Process Director is equipped with Governance, Risk and Compliance Solutions and can assist your agency by:

• Tracking and reporting on document approval history
• Maintaining a consistent, documented process methodology
• Enforcing full accountability for all actions taken in the course of a process
• Reducing paper handling and manual routing, eliminating errors
• Preventing productivity problems due to lost or mishandled documents
• Providing easy-to-use and easy-to-access auditing functions that enable fast, accurate response to audit inquiries

Request a Free Demo

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

How BP Logix Works With Business and IT Users

There is a perception that some CIOs and IT Directors use Q1 to determine what they will buy in order to implement it by Q4. We know the reality, however, is that smart business people are always looking for BPM solutions to improve their businesses. Whether its Q1 or Q3, or any time before or after, they continue to seek to understand how to be more productive and efficient.

Change and flexibility are the basis for growth-minded organizations. And while change is inevitable, it cannot be totally disruptive. There are big changes (losing major customers, replacing key executives, market swings), and there are small changes (implementing a new accounting system, re-organizing functional teams). Some may be anticipated and, therefore, manageable, while ‘big change’ can impact the way you do business going forward. In either case, companies need to be prepared to deal with some level of disruption— yet keep the cadence of their business moving in the direction of their goals. Our free BPM software demonstration of Process Director keeps all of that in mind providing a customized experience based on your needs.

Put Thoughts of Business Change at Ease With a Free BPM Software Demo of Process Director

When you sign up for a free BPM software demo of Process Director, we provide a customized experience. We view our demo as an opportunity to show what our product can do in the context of your organization. Our customers often tell us that our free BPM software demos are different than other vendors. They believe that we take time at the front end to understand your needs and environment — and to then show how Process Director might enable your business to be more efficient (and more adaptable to changing requirements).

An important element of Process Director that we like to show is its business process automation software technology with built-in predictive capabilities. We understand that business priorities can change rapidly and sometimes before you are completely prepared to deal with them. Process Director was designed to enable users to make ad hoc changes to meet changing demands. And, of course, these changes can be done by end-users, not programmers.

Our free BPM software demo provides insights as to how Process Director works —and gives you a feel for the ease with which you can make changes to address your organization’s specific needs. We can point to awards and validations from customers, yet understand that their story or situation may not be yours. What takes place in your group, division, and even across the entire company is unique.  And we appreciate that —which is why we customize our demo to make it reflect that uniqueness as much as we can. We often hear prospects ask, “Is it really that easy?” We would love for you to be the judge of that yourself.

Our free BPM software demo of Process Director is best way to experience it and truly understand the nature of what it can provide   — and to then map your challenges and needs to Process Director’s workflow management software functionality and capabilities. A list of what our product can do would take reams of paper.  Our free BPM software demo will allow you to see it live and will give you a realistic notion of where, and how, Process Director could fit in your department — or company. And, of course, it helps us to have a more substantive conversation about where you want to take your business.

Reviewing new products and evaluating vendors can be stressful and time-consuming. We’re not interested in the hard-sell; rather, we hope to begin a dialogue — a constructive conversation to learn about your business and your needs. We suspect you will see the BPM benefits in Process Director after you see it in action.

The right tool is always one that addresses your needs, but is capable of growing as you expand, change and innovate.

Schedule a Free Demo of Process Director

That is what your business does, and what we strive to deliver. Contact us to schedule your free BPM software demo of Process Director today!

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.

[embed]https://youtu.be/tuDKYgV6Qnk[/embed]

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.

[embed]https://www.youtube.com/watch?v=rX8I_2RpQeY[/embed]

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.

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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.

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.

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.

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.

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.

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.

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!

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

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

Multi Chem HR Enterprise Workflow Automation

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

Learn more about this BPM example

Festival Foods Business Process Management Use Case

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

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

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

Learn more about this BPM example

National Eye Institute Managing Regulatory Compliance

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

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

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

More Information

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

What is Digital Transformation?

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

Technology To Help With Digital Transformation

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

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

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

What Is Digital Transformation To BP Logix?

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

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

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

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

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

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

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

Process Director Is Your Digital Business Transformation Solution

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

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

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