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Key Features ProcessMaker software includes many features that simplify workflow in businesses and organizations. Features for Enterprise and Community Editions Dynaforms Business users can easily complete their tasks in workflow through the web-based interface by completing forms that suggest valid entries and by attaching documents. Request Inbox Users can track progress of requests they have initiated or requests that require their input. Supervisors can see cases that require review or require reassignment. Input and Output Documents Video | Full Screen Shot Business managers can create and generate paper or electronic receipts and confirmations, when required by the process, for storage outside of the ProcessMaker environment. They can also attach external files (screenshots, Word documents, etc.), as required by a process. Ad Hoc Groups Video | Full Screen Shot Exceptions to established procedures can break a process. When a process step needs to be completed by a user outside the typical workflow for a particular process, the business user can create an ad hoc group or user to complete the step and handle the exception. Process Map Designer Video | Full Screen Shot Business and technical managers can create workflow maps with a web-based, drag-and-drop interface. Dynaform Builder Video | Full Screen Shot Design custom forms for all your organization's processes. Drag-and-drop, interface that suggests valid entries, so business users can easily create forms. Technical users can enhance forms with html or javascript for greater control over form appearance and behavior. Business Rules and Logic Full Screen Shot Easily create and develop business rules and logic to control your process. With the point-and-click condition editor, administrators with little or no programming skills can control what data different users or users in different situations can input into the same dynaform. With a trigger wizard, more technical users can program more sophisticated workflow behaviors that determine the next step in a process (how a request is approved or denied, for example). System Integration ProcessMaker's modular design and open APIs allow technical users to can connect ProcessMaker workflow automation software to other business systems with less effort than required by traditional enterprise software. As a stand-alone application, ProcessMaker software can use enterprise data stored in external databases. ProcessMaker software can also be used to extend the functionality of existing enterprise systems (CRM, HRIS, ERP). Data can also be stored in ProcessMaker tables to fill gaps in external databases or to meet the needs of smaller organizations or less complex processes that can operate on a smaller data set. Calendar Full Screen Shot The calendar identifies work days, business days, and holidays, so time and duration can be calculated more accurately for resource modeling and allocation. Easy Logo Replacement Brand your ProcessMaker workspace with a company or departmental logo. Simply upload a graphic image file. | Enterprise Edition Features The Enterprise Edition adds business intelligence, LDAP synchronization, and other features for large scale, mission critical applications. Multiple Custom Calendars Full Screen Shot Work days and business hours can be specified in multiple calendars for each person, task, process, and workspace. Allows more precise data for more accurate resource modeling and allocation. Multi-Tenant Workspace Useful for organizations providing hosted business process management services. From the same interface, administrators can enable or disable a workspace, view active processes and cases on different workspaces, and easily define new workspaces. Previous versions of a workspace can be retrieved or exported. Pentaho Reports Full Screen Shot In the Enterprise Edition Pentaho business intelligence reports can be viewed in the ProcessMaker Interface. Reports can keep track of the number of open, closed, and overdue cases. These reports can be exported into Excel or printed. Business managers can examine data and create ad hoc reports for a specific process. For example, for auditing purposes an expense report can provide insight into what individual employees are spending. Graphs can be charted over time to observe trends. Advanced LDAP and Directory Synchronization Full Screen Shot Point-and-click import of users, stored in an LDAP directory, on an organizational unit basis. Used in processes to determine who is supervisor, what department they belong to, so tasks, such as approvals, are automatically routed and assigned according to organizational structure, which can be synchronized with the LDAP server. |
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