Codeless Platforms Business Process Automation

Codeless Platforms Business Process Automation

Drive greater profitability and performance through our BPA Platform and transform your organisation into an agile, high-performing operation. Create alerts through easily definable business rules. Generate and dynamically distribute reports and documents. Integrate applications and systems through an array of data connectors and APIs. Create workflow processes to leverage submission and approval processes. 2

Business Process Automation Platform The Business Process Automation (BPA) Platform enables you to quickly and easily build automated processes unique to your organisation through an intuitive drag and drop graphical user interface. By taking the complexity out of business process automation, organisations can add an unrivalled level of agility to their operations. As business processes change, automated processes can be adapted or completely rewritten to meet new conditions. Primarily, the BPA Platform enables you to add the following capabilities to your existing business applications. Capabilities: Notifications & Alerts Report & Document Automation Data Integration & Synchronisation Workflow & Human Interaction 3

Notifications & Alerts Deliver essential information to the right people at the right time. The Notifications & Alerts capability of the BPA Platform enables organisations of any size to graphically build and maintain realtime, event-driven communications. The Notifications & Alerts capability can utilise email, SMS or collaborative application APIs as transport mechanisms. The recipient will therefore receive the information they need regardless of location and device. Individuals, whether internal or external to organisations, can receive notifications and alerts. Common examples include: Internal External Large account placed on hold Aged debtor updates Order status updates Order confirmations Stock level warnings Service data reminders Back s now in stock and available Contract renewal reminders Performance/KPI notifications Delivery notifications Price change updates Appointment confirmations 4

LINK MODE Start event Receive and check Save Cancel Apply Check customer database 2 Customer database Send unable to complete Send confirmation Good Credit Update customer database New Customer Customer Check credit with finance Process model is read only Check credit reference Below threshold Produce requirements Produce requirements list Confirm with COD Confirm Order requirements list Send confirmation COD Check credit with finance Stop 3 4 5 EDIT MODEL IN BPM PLATFORM START Daily Schedule 2 Database Query ODBC 3 4 5 6 7 8 Run Crystal Report Send Message SMTP Browser Tools Environment Reference Scope Search Task Tools Event Input Format Output Execute General Specialist Name FiredBy Owner TaskID CategoryName Clear Search? Apply Report & Document Automation Automate the creation and distribution of reports and documents The Report & Document Automation capability of the BPA Platform ensures individuals receive detailed, up-to-date information in any report or document. BPA Platform General Process Model Task - Run Sheduled Report i? 75 % Process Model General Design Script Process Model Navigator START Customer Receive and Check customer check database Unable to Confirm complete with COD Customer database Send Send unable to confirmation complete COD Confirm Produce requirements list Order requirements list datab Unable to complete New Update Good Customer Yes customer Yes credit database Send confirmation No Check credit with finance Daily Schedule Database Query ODBC Server time - 5:24 PM Administrator Run Crystal Report Send Message SMTP Using industry standard reporting tools, such as Crystal Reports, Microsoft SSRS, Microsoft Word and many others, the Report & Document Automation capability ensures reports arrive on time, every time. Common processes using the BPA Platform s Report & Document Automation capability include: Credit control letters Pick lists Renewal documents Compliance documents WIP reports Delivery notes Waste reports Budget reports Stock reports Welcome packs Sales reports Support ticket reports 5

General START Design Script 2 3 4 5 EDIT MODEL IN BPM PLATFORM 2 Root Customer Items parent_id created_at updated_at address_type firstname lastname company street city region postcode telephone fax region_id address_id item_id _id quote_item created_at updated_at 3 4 5 6 7 8 x Output Data SalesOrder Items Functions Lookup External Lookup Internal Lookup Data Fixed/dynamic Run VB Script Looping Interleave Merge Simple Split by type Aggregation Node count Sum OK Cancel Apply SEARCH th Output Data Data Integration & Synchronisation Confirm SalesOrder Functions Make business applictions work together Lookup Order requirements list External Lookup Internal Lookup General Send confirmation COD Items Design Script Item_code Save Cancel Apply General Web Service Mapping Options SEARCH End Process Check Workload Customer Description Qty Task - Send BPA Order Platform Confirmation? End Process Check Workload Customer Item_code database Description Qty Cardcode Receive Send and Check customer Send unable to Produce Cardcode DocDue BillingAddress Record processing confirmation check database complete requirements list Flags COD Record processing Flags Documents found Unable to DocDue complete Email enquirer Update START New Good Send confirmation Customer Yes customer database Yes credit BillingAddress Daily Schedule Pickup newly Format the text Documents available Daily: 10:30 downloaded Pick up newly downloaded s s No Check credit with finance Documents not found ebay Transformation Mappings Data Mappings and Transformation Unable to complete f Sage 200 Confirm with COD SEARCH i Confirm Sage 200 Email Manager Server time - 5:24 PM Order requirements list Produce requirements list OK Cancel Functions Administrator Data Looping Fixed/dynamic Run VB Script Interleave Merge Simple Functions Documents found Split by type Good credit The Data Integration & Synchronisation capability of the BPA Platform enables Email enquirer organisations to integrate applications, systems and web services through simple-to-use, drag and drop tools. Send confirmation Yes Aggregation Node count Sum Through a codeless environment and specialist connector tools or web services (REST or SOAP), organisations can slash the cost of data integration and synchronisation whilst simultaneously safeguarding the upgrade path of their primary application(s). Common Documents application, not system found and web service integrations include: Communication platforms Credit referencing Email services Manager ecommerce applications OK Cancel CRM solutions OK Cancel Apply Server time - 5:24 PM Administrator ERP systems Billing systems Warehouse management systems Inventory management tools Accounting software HR applications Timesheet solutions Courier services Email marketing tools Content management systems EDI solutions Payment systems 6

1 ID 2 Created Name Modified Owner Stage Select Workflow & Human Interaction Reduce errors and improve productivity My Workflow Portal 5 12 Hello, Jane Parker SEARCH Jobs List NEW OPEN DELETE Dashboard Messages Jobs List Audit Trail 10003 12/01/18-10:30 Purchase requisition 12/01/18-10:30 A Jones Requested! 10006 14/01/18-11:52 Stock Adjustments 12/01/18-10:30 T McCullock Raised? 10010 18/01/18-13:24 Stock Adjustments 12/01/18-10:30 G Bartholomew In Review 10010 18/01/18-13:24 Product Discount Approval 12/01/18-10:30 K Luna Approved 10010 18/01/18-13:24 Holiday Approval 12/01/18-10:30 Spencer Collins Completed 10010 18/01/18-13:24 Senior Management Approval 12/01/18-10:30 M Dolomite Escalated Jobs List 10010 18/01/18-13:24 Mauris sit amet mi vel enim 12/01/18-10:30 S James Raised? 10010 18/01/18-13:24 Holiday Approval 12/01/18-10:30 E Trent Denied 1 ID 2 Created Name 10010 18/01/18-13:24 Stock Adjustments 12/01/18-10:30 R Davis Approved 10010 18/01/18-13:24 On Hold Override 12/01/18-10:30 R Davis Approved 10003 12/01/18-10:30 Purchase re 1 2 3 10 of 24 10 Show 10006 14/01/18-11:52 Stock Adj 0010 18/01/18-13:24 Sto The Workflow & Human Interaction capability of the BPA Platform enables organisations to rapidly deploy and configure workflow processes. 01/18 Regardless of whether your workflow processes involve a simple authorisation form and database write back or a multistage workflow contribution process, the Workflow & Human Interaction capability is designed to meet your needs. Common workflows created using the Workflow & Human Interaction capability of the BPA Platform include: Purchase authorisations Price change authorisations Supplementary data request Credit note authorisations Account reallocation approvals Discount authorisations Credit limit reviews Review processes Commission sign off Expenses approvals Service quote approvals Holiday approvals 7

Business Process Automation Platform Benefit from ISV-focused features built into the BPA Platform Automating business processes not only requires a solid understanding of data but a comprehensive knowledge of source or target applications. Codeless Platforms has accredited partner status with well known ISVs such as Microsoft, Sage and SAP, along with industry specific applications and systems in a large number of economic regions. Through collaboration with ISVs and leading channel VARs, specialist features have been built into the BPA platform. This provides organisations with the ability to create a solution that is completely personalised to their internal applications and business operations. Below is just a small selection of the vendors we align our BPA Platform with: & many more... 8

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