The flexibility and ability to integrate with other tools means that internal processes are implemented quickly, and the results are amazing.
Allows various forms of assignment that make the process smarter and more dynamic.
Add more efficiency to the process by applying SLA in the steps and assigning timing to the process.
BPM increases staff efficiency, shortens task lead times, sets the standard for meeting each business rule, and among many other benefits, while dramatically reducing paper consumption.
Speed process deployment by using the templates available in the process library. The templates available are free.
Integrate your processes with a range of applications such as Trello, Slack, Teans, etc. through Zapier, or use triggers to make external calls or connect to external databases to fetch data already stored in your ERP.
Create your own forms using the various field formats available in the designer, allowing you to customize the data to suit each step of the flow and leverage the database connection to feed them with content from other applications.
Use the data included in the forms to generate information that better identifies the ongoing case and can be used to compose conditionals that define flow routes.
Define the company's organizational structure and make BPM understand them by delivering tasks to the people in charge of each step of the flow, or manage through groups of users.
Start cases from input forms integrated with your website or links sent via e-mail to process initiators.
Allows external users to participate in the process at specific times and while the case is active. No need to manually manage users.
There will be a space to the tasks assigned to each user. Allows the user to hace access to the tasks lined up for him/her. Allows you to receive tasks that are directly assigned to the user logged in as work queue tasks that can be claimed and assigned to the current user.
Several ways of attribution that makes the process more intelligent and dynamic.
Create parallel processes and make flow management and execution smarter and more complete.
Review all steps of a specific case, identify assignment dates, users involved, completed and pending tasks.
See cases using filters to retrieve processes in various ways. Find all cases in a given step, everything assigned to a user, list a case history, filter by variables, easily identify critical deadline cases.
Add more efficiency to the process by applying SLA in the steps, and assigning deadlines to a process. Include valuable management control and ensure tasks are delivered on time.
Processed documents are viewed internally without having to download files to users' machines, in the following formats: pdf, png, jpg, tiff, txt, xml, video files and audio files can also be processed internally. Other formats can be managed normally, but are not supported by the internal viewer.
Let the system make decisions based on missed deadlines. Keep track of SLA finished tasks
Easily redirect activities from the supervision window and avoid task backlogs for users, or that processes stop because someone on the team was absent.
The supervisor has the autonomy to cancel and reactivate cases when necessary.
During cases execution, information from external data can be imported to fill forms or to validating business rules. This feature is widely used because it allows you to normalize information and reuse it intelligently.
Notify tasks to users, manager users (responsible for organizational units taks), next task managers, or specific users from SLA interactions.
All documents can be added to the platform from BPM, and they are automatically indexed through the flux variables and they are defined in the forms assigned in the design of the process and during the documents update.
Let the system make decisions if the deadlines are not met in each step. Keep history of tasks terminated by the SLA.
Receive alerts when cases are critical or overdue. Send e-mail notifications before or after a task. Inform the user when a new task is assigned to him/her.
Create work calendars for your team and assign the calendar to processes for SLA control.
Specific integrations can be implemented via Web Services, such as: triggering processes from ERP routines, returning BPM data to ERP or any other application, etc ...
Data generated from workflows can be configured and synchronized with BI allowing to automatically feed portals with over 60 analysis, chart and report templates.
Delegate managers/supervisors to the flows and allow them to track the execution of all tasks and interact in the process time to take action to ensure deadlines are met
Understand the progress of the case by looking at the flow drawing with the identification of the completed steps, the current step, and the next step.
Join thousands of companies being impacted by the DocSystem platform in over 50 countries.