codeless platforms business process automation

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Codeless Platforms Business Process Automation

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Page 1: Codeless Platforms Business Process Automation

Codeless Platforms Business Process Automation

Page 2: Codeless Platforms Business Process Automation

2

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.

Page 3: Codeless Platforms Business Process Automation

3

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.

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.

Capabilities:

Business Process Automation Platform

Notifications

& Alerts

Data Integration &

Synchronisation

Report &

Document Automation

Workflow &

Human Interaction

Page 4: Codeless Platforms Business Process Automation

The Notifications & Alerts capability of the BPA Platform enables

organisations of any size to graphically build and maintain real-

time, 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:

Notifications & Alerts

Deliver essential information to the right people at the right time.

Internal

Large account placed on hold

Aged debtor updates

Stock level warnings

Back orders now in stock and available

Performance/KPI notifications

Price change updates

External

Order status updates

Order confirmations

Service data reminders

Contract renewal

reminders

Delivery notifications

Appointment

confirmations

4

Page 5: Codeless Platforms Business Process Automation

?

Process ModelGeneral

2

2

3

4

5

3 4 5 6 7 8

Process Model Navigator

Start event

Receive and check order

Check credit reference

Below threshold

Good Credit

New Customer

Customer order

Check credit with finance

Update customer database

Send unable to complete order

Send order confirmation

Check customer database

Customer database

Process Model

Produce orderrequirements list

Send order confirmation COD

Confirm order with COD

Confirm order

Order requirements list

Check credit with finance

Produce order requirements

StopCheck credit with

finance

Good credit

Send order confirmation

Orderrequirements

list

Produce orderrequirements list

Confirmorder

Confirmorder with

COD

Unable to complete

order

Customerdatabase

Check customerdatabase

Customerorder

Receive and check order

Send order confirmation

CODSend unable to complete order

Unable to complete

order

Update customer database

NewCustomer Yes Yes

No

Server time - 5:24 PM Administrator

75 %iEDIT MODEL IN BPM PLATFORMLINK MODE Process model is read only

BPA Platform

Task - Run Sheduled Report ?

Save Cancel Apply

Design ScriptGeneral

START STOP

Daily Schedule Database QueryODBC

Run CrystalReport

Send MessageSMTP

Browser

EnvironmentTools Reference

Scope

CategoryName

Clear SearchSearch

Task

Tools

FiredBy

Owner

TaskID

Name

Event

Input

Format

Output

Execute

General

Specialist

The Report & Document Automation capability of the BPA Platform

ensures individuals receive detailed, up-to-date information in any

report or document.

Automate the creation and distribution of reports and documents

Report & Document Automation

5

Common processes using the BPA Platform’s Report & Document

Automation capability include:

Credit control letters

Renewal documents

WIP reports

Waste reports

Stock reports

Sales reports

Pick lists

Compliance documents

Delivery notes

Budget reports

Welcome packs

Support ticket reports

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.

?

Process ModelGeneral

2

2

3

4

5

3 4 5 6 7 8

Process Model Navigator

Start event

Receive and check order

Check credit reference

Below threshold

Good Credit

New Customer

Customer order

Check credit with finance

Update customer database

Send unable to complete order

Send order confirmation

Check customer database

Customer database

Process Model

Produce orderrequirements list

Send order confirmation COD

Confirm order with COD

Confirm order

Order requirements list

Check credit with finance

Produce order requirements

StopCheck credit with

finance

Good credit

Send order confirmation

Orderrequirements

list

Produce orderrequirements list

Confirmorder

Confirmorder with

COD

Unable to complete

order

Customerdatabase

Check customerdatabase

Customerorder

Receive and check order

Send order confirmation

CODSend unable to complete order

Unable to complete

order

Update customer database

NewCustomer Yes Yes

No

Server time - 5:24 PM Administrator

75 %iEDIT MODEL IN BPM PLATFORMLINK MODE Process model is read only

BPA Platform

Task - Run Sheduled Report ?

Save Cancel Apply

Design ScriptGeneral

START STOP

Daily Schedule Database QueryODBC

Run CrystalReport

Send MessageSMTP

Browser

EnvironmentTools Reference

Scope

CategoryName

Clear SearchSearch

Task

Tools

FiredBy

Owner

TaskID

Name

Event

Input

Format

Output

Execute

General

Specialist

Page 6: Codeless Platforms Business Process Automation

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 application, system and web service integrations include:

Make business applictions work together

Data Integration & Synchronisation

6

OK Cancel Apply

DesignGeneral Script

BPA Platform

Daily: 10:30 Pick up newly down-loaded orders

Record processing Flags

Check WorkloadEnd Process

START

STOP

2

2

3

4

5

3 4 5 6 7 8

Check credit with finance

Good credit

Send order con-firmation

Orderrequirements

list

Produce orderrequirements list

Confirmorder

Confirmorder with

COD

Unable to complete

order

Customerdatabase

Check customerdatabase

Customerorder

Receive and check order

Send order confirmation

CODSend unable to complete order

Unable to complete

order

Update customer data-

base

NewCustomer Yes Yes

No

Server time - 5:24 PM Administrator

iEDIT MODEL IN BPM PLATFORM

Task - Send Order Confirmation ?

Save Cancel Apply

Design ScriptGeneral

START

STOP

STOP

Daily Schedule Pickup newly downloaded

orders

Format the text Documents availableSTOP

Email Manager

Email enquirer

Documents not found

Documents foundRecord processing

Flags

Check WorkloadEnd Process

OK CancelOK Cancel

Node count

Sum

Fixed/dynamic

Run VB Script

ebay

SEARCH

Func

tions

Tran

sfor

mat

ion

Map

ping

s

Sage

200

SEARCHx f

<><><><><><><><><><><><><><><>

RootOutput Data

SalesOrder

Items

Customer

Items

parent_idcreated_atupdated_ataddress_typefirstnamelastnamecompanystreetcityregionpostcodetelephonefaxregion_idaddress_id

<> BillingAddress

<><><><><>

item_idorder_idquote_itemcreated_atupdated_at

Internal Lookup

Functions

Lookup

Looping

Split by type

Interleave Merge

Simple

External Lookup

<> Item_code

<> Description

<> Qty

<> Cardcode

<> DocDue

Data

Aggregation

Web ServiceGeneral Mapping Options

Data Mappings and Transformation

The Data Integration & Synchronisation

capability of the BPA Platform enables

organisations to integrate applications, systems and web

services through simple-to-use, drag and drop tools.

OK Cancel Apply

DesignGeneral Script

BPA Platform

Daily: 10:30 Pick up newly down-loaded orders

Record processing Flags

Check WorkloadEnd Process

START

STOP

2

2

3

4

5

3 4 5 6 7 8

Check credit with finance

Good credit

Send order con-firmation

Orderrequirements

list

Produce orderrequirements list

Confirmorder

Confirmorder with

COD

Unable to complete

order

Customerdatabase

Check customerdatabase

Customerorder

Receive and check order

Send order confirmation

CODSend unable to complete order

Unable to complete

order

Update customer data-

base

NewCustomer Yes Yes

No

Server time - 5:24 PM Administrator

iEDIT MODEL IN BPM PLATFORM

Task - Send Order Confirmation ?

Save Cancel Apply

Design ScriptGeneral

START

STOP

STOP

Daily Schedule Pickup newly downloaded

orders

Format the text Documents availableSTOP

Email Manager

Email enquirer

Documents not found

Documents foundRecord processing

Flags

Check WorkloadEnd Process

OK CancelOK Cancel

Node count

Sum

Fixed/dynamic

Run VB Script

ebay

SEARCH

Func

tions

Tran

sfor

mat

ion

Map

ping

s

Sage

200

SEARCHx f

<><><><><><><><><><><><><><><>

RootOutput Data

SalesOrder

Items

Customer

Items

parent_idcreated_atupdated_ataddress_typefirstnamelastnamecompanystreetcityregionpostcodetelephonefaxregion_idaddress_id

<> BillingAddress

<><><><><>

item_idorder_idquote_itemcreated_atupdated_at

Internal Lookup

Functions

Lookup

Looping

Split by type

Interleave Merge

Simple

External Lookup

<> Item_code

<> Description

<> Qty

<> Cardcode

<> DocDue

Data

Aggregation

Web ServiceGeneral Mapping Options

Data Mappings and Transformation

Communication

platforms

eCommerce applications

ERP systems

Warehouse

management systems

Accounting software

Timesheet solutions

Email marketing

tools

EDI solutions

Credit referencing

services

CRM solutions

Billing systems

Inventory

management tools

HR applications

Courier services

Content management

systems

Payment systems

Page 7: Codeless Platforms Business Process Automation

ID Created Name Modified Owner Stage Select

www.codelessplatforms.com [email protected] +44 (0) 1212 909090

Hello,Jane Parker

My Workflow Portal 5 12

Jobs List

Dashboard

Audit Trail

Jobs List

Messages

12

SEARCH

18/01/18 - 13:2410010 12/01/18 - 10:30Product Discount Approval K Luna Approved

18/01/18 - 13:2410010 12/01/18 - 10:30Holiday Approval E Trent Denied

18/01/18 - 13:2410010 12/01/18 - 10:30Stock Adjustments R Davis Approved

18/01/18 - 13:2410010 12/01/18 - 10:30On Hold Override R Davis Approved

14/01/18 - 11:5210006 12/01/18 - 10:30Stock Adjustments T McCullock Raised ?

18/01/18 - 13:2410010 12/01/18 - 10:30Mauris sit amet mi vel enim S James Raised ?

12/01/18 - 10:30 12/01/18 - 10:30Purchase requisition10003 A Jones Requested !

18/01/18 - 13:2410010 12/01/18 - 10:30Senior Management Approval M Dolomite Escalated

18/01/18 - 13:2410010 12/01/18 - 10:30Holiday Approval Spencer Collins Completed

18/01/18 - 13:2410010 12/01/18 - 10:30Stock Adjustments G Bartholomew In Review

NEW OPEN DELETE

10 of 24 10Show1 2 3

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:

Reduce errors and improve productivity

Workflow & Human Interaction

7

The Workflow & Human Interaction

capability of the BPA Platform

enables organisations to rapidly deploy and configure

workflow processes.

ID Created Name Modified Owner Stage Select

www.codelessplatforms.com [email protected] +44 (0) 1212 909090

Hello,Jane Parker

My Workflow Portal 5 12

Jobs List

Dashboard

Audit Trail

Jobs List

Messages

12

SEARCH

18/01/18 - 13:2410010 12/01/18 - 10:30Product Discount Approval K Luna Approved

18/01/18 - 13:2410010 12/01/18 - 10:30Holiday Approval E Trent Denied

18/01/18 - 13:2410010 12/01/18 - 10:30Stock Adjustments R Davis Approved

18/01/18 - 13:2410010 12/01/18 - 10:30On Hold Override R Davis Approved

14/01/18 - 11:5210006 12/01/18 - 10:30Stock Adjustments T McCullock Raised ?

18/01/18 - 13:2410010 12/01/18 - 10:30Mauris sit amet mi vel enim S James Raised ?

12/01/18 - 10:30 12/01/18 - 10:30Purchase requisition10003 A Jones Requested !

18/01/18 - 13:2410010 12/01/18 - 10:30Senior Management Approval M Dolomite Escalated

18/01/18 - 13:2410010 12/01/18 - 10:30Holiday Approval Spencer Collins Completed

18/01/18 - 13:2410010 12/01/18 - 10:30Stock Adjustments G Bartholomew In Review

NEW OPEN DELETE

10 of 24 10Show1 2 3

Purchase order

authorisations

Supplementary

data request

Account reallocation

approvals

Credit limit reviews

Commission sign off

Service quote approvals

Price change

authorisations

Credit note

authorisations

Discount

authorisations

Review processes

Expenses approvals

Holiday approvals

Page 8: Codeless Platforms Business Process Automation

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

Business Process Automation Platform

Page 9: Codeless Platforms Business Process Automation

9

Join our community and access an unrivalled resource of best practice and expertise.

More than 7000 customers around the world use Codeless Platforms’ solutions in every type of industry, ranging from financial services and manufacturing to not-for-profit and retail. Our technology is accessible to all organisations and not just those with the resources and available expertise.

Page 10: Codeless Platforms Business Process Automation

Want to learn more?

Discover how Codeless Platforms can help your business by improving performance, boosting efficiency and cutting costs.

+44 (0) 330 99 88 700

[email protected]

www.codelessplatforms.com