Process Automation

Process Automation

Enhance productivity, drive operational excellence and transform customer experience.

The Triple Crown of process improvement

Processes

The process engine ensures fast, efficient, and reliable process execution. Drive the BPMN engine through its rich APIs, and let it drive your services through its rich integration capabilities.

Cases

The case engine uses the same robust and battle- tested architecture as the process engine, but has a dedicated data model focused and optimized for CMMN execution.

Decisons

The decision engine uses a similar foundation as the other engines, but has a dedicated model focused on optimized DMN execution.

How customers use BPM automation:

Automate business processes

Automate organizational business processes to ensure streamlined workflows, resource optimization and optimal workforce allocation

Automate document lifecycles

Use processes to automate the life of your documents, as they move through your organization.

Automate decisions

Simplify supplier management through a single interface that increases visibility into processes and improves collaboration.

Automate unpredicted scenarios

Respond to unpredictable situations in response to constantly evolving conditions using an event-centered approach

Design with a few clicks

Model any business process or case in no time with our dynamic visual editors

Model more, code less

Use low-code to unlock value faster, increase productivity and collaboration between Business and IT.

Business Processes

Design business processes with ease using our grahical, drag&drop editor and BPMN constructs.

Cases

Model cases using our graphical, drag & drop CMMN-based editor.

Decisions

Create dynamic decision tables that can be changed at runtime for maximum flexibility.

Forms

Create forms visually and use them along the process for human-in-the-loop scenarios.

Applications

Group everything into applications for specific, atomic use-cases

Cover the complete lifecycle

The "Triple Crown" of process improvement standards: processes, cases and decisions.

Business Processes

Document well-defined business processes using the lastest BPMN standards.

Cases

Capture work methods that may be performed in an unpredictable order, in response to evolving situations. Combine Business Processes and Cases to cover a much broader spectrum of workloads.

Decisions

A mechanism to model decision-making in process models and case models with zero downtime and low-code point and click design.

Forms

Bring humans in the loop to get input and perform actions. Design screens using our low-code, point and click visual editor.

Applications

Group everything in an application to have an integrated, end-to-end automation for your use case.

Get your work done fast

Collaborate, assign, prioritize, and exchange information.

Task inbox

A list of tasks for the user with filters to select tasks specifically assigned to the user, or available from a team queue. Completed tasks can also be viewed for reference.

Collaboration

An assigned user is responsible for completion of a task, but that may involve other users in working on a task, such as filling part of a form or providing advice through comments.

Assignment, priorities and due dates

All tasks can be assigned to individual users, or to a specific list of users, or to any number of groups. Due dates and priorities can also be defined.

Attach documents

Documents and files can be uploaded and attached to tasks as supporting material for a task, independent of what a task form might require. This supports collaborative task work where one user can provide helpful or reference material for another user working on the task.

Ad hoc tasks

Usually tasks are created by a running case or process, but a user can create ad hoc tasks that can have all the collaborative capabilities of standard tasks. These ad hoc tasks can be used as a user‘s personal to-do list, or to create ad hoc tasks to be assigned to other users.

Design and run Business Processes

The bridge between business and IT

BPMN 2.0

Design business processes using the latest BPMN 2.0 standard and constructs.

Human in the loop

Easily integrate visuall designed forms into business processes thought the Human Task BPMN constuct.

Process Instance Migration

Use the process instance migration feature to update you processes to the latest version.

Traceability

Capture what happened during process execution and store it permanently for a complete audit trail.

Identity management

Automatic handling of users, groups and privileges using the embedded identity management features to control the process flow.

Reactive

BPMN processes can be started by events, and in turn can send out events to other systems, waiting for any response if needed.

Dynamic process injection

Additional process fragments can be inserted into a running process instance to handle scenarios not anticipated in the original process model.

Design and run Cases

A simple solution to address complex situations.

CMMN 1.1

There is a whole spectrum of automation scenarios, from simple and repetitive system interactions to complex, unpredictable cases that involve systems and human decisions. We enable businesses to take control of complex scenarios and find solutions efficiently with our CMMN 1.1 compliant runtime.

Configurable actions

Define custom behavior and associate it with different contexts and scopes within the user interface or services. Actionable independent of interface or device to ensure consistent custom behavior however activated.

Reactivate closed cases

Define reactivation steps as part of the case model, ensuring consistent logic to bring a completed case back to an active state.

Reactive case management

Using case ”Stages”, define what events are relevant in different situations, even reacting differently to the same events in different contexts.

Human in the loop

Easily integrate visuall designed forms into cases thought the Human Task CMMN constuct.

Integrate Business Processes

Combine case and process models together to create an event-driven application or service that has all the benefits of low-code.

Design and execute Decisions

The standard approach for describing and modeling repeatable decisions

DMN 1.1

DMN is designed to work alongside BPMN or CMMN, providing a mechanism to model decision making within both process models and case models.

Visual editor

Visually create your decisions using our intuitive designer. Add as many rules as you need and change them at runtime without restarting your services.

Integrate in processes and cases

Use decision tables directly in a case or process model, and model decision services to orchestrate multiple decision tables.

Manage your web forms' lifecycle

Build forms with sophisticated layout and complex components

Create forms in your web browser

Form Builder allows you to create and deploy forms within minutes directly from your web browser. You can drag and drop from a collection of built-in form controls, create sections and grids for your form, and test your form directly within Form Builder.

Accessible anywhere

Run your forms from your desktop, laptop, or mobile device. Forms follow a responsive design which adjusts to the size of your screen.

Validation, visibility, calculations, dependencies, and branching

With Form Builder, you can define validation rules for your form controls. This includes errors, warnings, and alert messages to display. You can also determine which form controls, grids, or sections are visible or editable by users. Additionally, you can create rules to automatically calculate and populate values, for instance, based on other form controls. The validation and calculation logic operates in the background as users fill out your forms, providing immediate feedback.

Repeating sections and grids

Repeated sections and grids allow groups of fields to be repeated. Set a minimum and maximum numbers of items allowed, and the form will allow users to add items until the maximum is reached. Easily add or reorder items. You can even create synchronized master-detail relationships between repeating grids and sections.

Event-driven Automation

Map low-level events to higher-level business actions

Integrated with event frameworks

Out of the box integration with Kafka, AWS SQS, Rabbit MQ, Apache ActiveMQ/JMS. Simply plug and go to start sending and receiving events.

Event and channel models

Abstract away the underlying implementation of the events and define the pipeline for unwrapping and wrapping events, mapping their payload to case and process variables. Provide high-level business events from low-level implementations.

Send and receive events

Tasks and activities are provided to send and receive events on channels, also event listeners to trigger new processes or behavior in cases. Special combined send/receive activities ensure safe event handling, ideal for communicating with microservices.

Efficient and scalable correlation

Key to event handling is knowing which process or case instance should react to a given event. Uniquely matching an event to an instance is known as correlation. Multiple event fields can be used to create event correlations and out highly efficient correlation algorithm quickly matches events to instances at scale.

Support high volume workloads

When you need automation that can scale to handling of millions of events a day, the options for configuring mean that the workload can be as high as your event framework can support.

Reporting and Analytics

Continuous process improvement

Dashboards

Create visually engaging dashboards through an intuitive interface. Utilize dynamic charts and tables to present data and enable informed decision- making within the workflow environment. It is possible to adjust variables dynamically, including date ranges and process scopes.

Customizable analytics queries

Build new custom analytic charts by defining the aggregation query with required inputs as parameters.

Drill-down

Select an area of a chart and drilldown to explore the analytics scoped by the selected parameter.

Near realtime analytics

The analytics engine exploits the asynchronous history publishing of event data to provide active analytics. No data polling or other indirect data retrieval to limit almost realtime access to analytic queries.

Instant data inspection

Hover on different points in a chart to inspect the data value at that point in the chart.

Performance and Scalability

Unprecedented capabilities coupled with enhanced performance.

Smart indexing for fast search and aggregations

As the volume of users and case data grows, performance can scale as needed with the benefit of efficient retrieval of data through single aggregated interfaces.

Stateless horizontal scaling

Execution engines keep all case and process state transactionally in the database, so any number of compute nodes can be added to scale out case and process execution. Any node in the compute farm can take the next step in a process or case, making it ideal for elastic cloud based deployment.

Asynchronous historical data management

All historic data from executing processes can be kept in the database, but this has performance impact on throughput. This capability means all historic data can be published to external data stores, such as analytics engines or NoSQL databases.

Optimized data model

The data model is optimized for fast response time for users and during workflow execution. Completed and archived cases and processes are stored in separate database tables to improve access time to active case and process data.

Multi-Tenant support

Users and data can be isolated from each other in multiple tenants, where each tenant appears to be a separate installation although running on the same infrastructure. Cross tenant models are also supported.