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BUSINESS PROCESS OPTIMISATION PLATFORM FlowCentric Processware enables organisations to create digital business process management applications that are uniquely designed to support their strategic objectives. PROCESSWARE 2016

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Page 1: PROCESSWARE 2016 - ERP Software Consulting and …€¦ · Convert your unique business processes into software applications with FlowCentric Processware Index The Importance of Processes

BUSINESS PROCESS OPTIMISATION PLATFORM

FlowCentric Processware enables organisations to create digital

business process management applications that are uniquely

designed to support their strategic objectives.

PROCESSWARE 2016

Page 2: PROCESSWARE 2016 - ERP Software Consulting and …€¦ · Convert your unique business processes into software applications with FlowCentric Processware Index The Importance of Processes

PROCESSWARE 2016

Convert your unique business processes into software applications with FlowCentric Processware

IndexThe Importance of ProcessesEvery company uses processes to run their operations. Controlling the way that these procedures are performed can give organisations the competitive edge that they need.

The Benefits of ProcesswareProcessware enables companies to quickly build, deploy, and evolve business applications without adding unnecessary complexity to their IT architecture.

Navigation FrameworkWith Processware, developers can quickly create and deploy visually appealing web interfaces. Users are able to navigate through their processes with ease.

Notification, Routing and Escalation EngineReceive new task notifications via SMS or email, route tasks to other team members or escalate outstanding tasks. Make sure that the process continues effortlessly.

Integrated Search EngineFind current and archived tasks or processes quickly and easily. No more searching through network drives or emails.

Security FrameworkEnsure that each employee has access to the appropriate levels of information and authorisation rights.

Integration FrameworkManage system integrations effectively and with greater control using this powerful tool.

Versioning FrameworkEncourage process improvements. Manage process updates on a granular level, with no negative impact on productivity.

Reporting and Analytics FrameworkProcessware stores historical process and task data which means you can create reports at any stage.

Company ProfileFlowCentric Technologies Pty Ltd is a global provider of Business Process Management (BPM) Software.

This brochure covers Processware’s versatile features from both a Business and a Technical perspective. Keep an eye out for the coloured markers, on the top right, to

review the sections most relevant to you.

Page 3: PROCESSWARE 2016 - ERP Software Consulting and …€¦ · Convert your unique business processes into software applications with FlowCentric Processware Index The Importance of Processes

STRUCTURED BUSINESS PROCESSES KEEP OPERATIONS RUNNING OPTIMALLYEvery business uses processes to run their operations. From ordering stock to selling a service to assembling a product, each employee, system or intelligent asset needs to follow a collection of steps in order to achieve an outcome.

By controlling the way that these steps are performed organisations have the opportunity to:

▶ Decrease their operating costs by reducing expenses.

▶ Eliminate unapproved and irresponsible spending.

▶ Increase the quality and speed of their service delivery.

▶ Collect and process, accurate relevant data for statistical analysis and reuse.

▶ Standardise the output of products and services to ensure compliance and quality requirements are met.

▶ Reduce the risk of fraud, human error, non-compliance and reputational damage.

▶ Accelerate employee onboarding, ensuring that new personnel are trained, productive and following the correct procedures in minimal time.

▶ Adapt to changes more efficiently, not only allowing them to outperform their competitors, but to take advantage of new opportunities in the market.

Business processes can be difficult to control, but thanks to innovations in technology there are enablers available that have been designed specifically to help organisations to run smoothly. FlowCentric Processware is one of these key tools.

Use Processware to convert your unique business processes into the software that your organisation needs to thrive.

Contact us for a product [email protected]

Business UsersPROCESSWARE 2016

Page 4: PROCESSWARE 2016 - ERP Software Consulting and …€¦ · Convert your unique business processes into software applications with FlowCentric Processware Index The Importance of Processes

SUCCESSFULLY MANAGING BUSINESS PROCESSES WITH FLOWCENTRIC PROCESSWAREProcessware is a business process management (BPM) platform that allows organisations to quickly build, deploy, and evolve business applications without adding unnecessary complexity to their IT architecture.

With Processware organisations can:

▶ Increase operational efficiency by digitising the unique business processes that make them so successful.

▶ Automate and manage complex workflows that span across systems, departments, customers and suppliers.

▶ Control when and how each step in a process is executed and by whom.

▶ Sort and present data from different sources to their users through a single intuitive interface.

▶ Securely connect people to the company’s processes and data through various devices such as smart phones, tablets and computers.

▶ Automatically initiate processes based on data received from sensors, emails and documents.

▶ Implement companywide process changes with minimal change management or interruption to daily operations.

▶ Ensure that tasks are completed accurately and in time, keeping users informed at each step in the process.

▶ Set up escalation and rerouting rules to ensure that work never stands still and that service level agreements are met.

▶ Maintain a full audit trail of each action that users take on the system.

▶ Archive completed tasks along with all the data and documents associated with the process.

▶ Search and interrogate both currently running and archived processes if the need arises.

Business UsersPROCESSWARE 2016

Page 5: PROCESSWARE 2016 - ERP Software Consulting and …€¦ · Convert your unique business processes into software applications with FlowCentric Processware Index The Importance of Processes

NAVIGATION FRAMEWORKIf you are not a developer or a process designer, your only interaction with Processware will be through the end user interfaces called Navigators.

Successful business applications need a graphical user interface that is capable of providing users with a consistent and intuitive experience. Processware provides this functionality out-of-the-box.

Consistent user experience ▶ Professional, consistent multilingual screens

standardise the user experience across departments and regions.

▶ With intuitive and consistent screen designs, new staff can get up to speed quickly and be productive in minimum time.

Simplifying business optimisationChanges to existing screens can be applied swiftly, and new screens can be developed in a fraction of the time it would take doing traditional custom development. This means that requests from business can be delivered quickly, and easily adjusted as operational needs change.

Security considerationsThe navigation framework is security aware. This means that users can only see the items they are allowed to access, which makes the user experience much simpler and gives users the confidence to work without fear of overstepping their authorisation levels.

Expand your mobile strategyUsers can access their process screens through desktop, tablet and mobile navigators. The ability to access processes on the go helps promote shorter turnaround times and more efficient service.

Business UsersPROCESSWARE 2016

Contact us for a product demonstrationwww.flowcentric.com

Page 6: PROCESSWARE 2016 - ERP Software Consulting and …€¦ · Convert your unique business processes into software applications with FlowCentric Processware Index The Importance of Processes

NAVIGATION FRAMEWORKModern users are coming to expect a more personalised experience when they interact with digital systems. Displaying only the data that is relevant to a user streamlines their experience and keeps sensitive business data secure.

Personalised user dashboardsWhen a user logs into the Navigator they are presented with a personalised dashboard displaying the tasks have been assigned to them and the status of each task. This functionality allows the user to prioritise the items in order to maximise productivity.

Capturing process notesEach screen automatically has a note functionality associated with it, which allows users to easily collaborate with one another during every step of the process. These notes are archived with the process and add historical context.

Self-help user maintenanceProcessware provides simple screens for users to update their information and change passwords without having to call the helpdesk. This provides users with a degree of autonomy and reduces support calls.

Empower your team with a single intuitive platform to perform their daily tasks

Business UsersPROCESSWARE 2016

Contact us for a product [email protected]

Page 7: PROCESSWARE 2016 - ERP Software Consulting and …€¦ · Convert your unique business processes into software applications with FlowCentric Processware Index The Importance of Processes

NAVIGATION FRAMEWORKBoth custom and commercial applications need a navigation framework - i.e. menu items, toolbars, and buttons - to guide users in the use of the application. Processware provides this framework out of the box, including login screens, worklists, dashboards, and a menu structure that provides easy access to processes.

Consistent navigation experienceUsing the Processware platform and working within its framework provides the following advantages:

▶ Processware ensures consistent screen design from start to finish, as the navigation framework guides your development team to create great-looking business applications.

▶ With Processware, developers don’t need to worry about consistent screen design (i.e. alignment, sizing, and styling) as working within the framework will enforce this.

▶ All aspects of the process such as users, roles, activities and so on automatically integrate into the navigation framework with the required security applied.

Design once, Run manyProcessware’s engine supports many different clients (HTML5, Outlook, SharePoint, iOS and Android). Developers don’t have to design screens for each platform or form factor. The design once, run many mechanism means that a screen built for a desktop browser will also run on the other clients, such as tablet or mobile browsers.

User dashboards, notes and user maintenanceThe Processware Navigation Framework provides functions such login screens, user maintenance, tracking screens, notes, menu structure, and a dashboard with elements such as Most Used or Overdue Tasks.

All of these features are provided out of the box, freeing your developers to concentrate on creating and maintaining the powerful processes that will benefit business.

Technical Users

Run Many

Design Once

PROCESSWARE 2016

Page 8: PROCESSWARE 2016 - ERP Software Consulting and …€¦ · Convert your unique business processes into software applications with FlowCentric Processware Index The Importance of Processes

NOTIFICATION, ROUTING AND ESCALATION ENGINE Processware’s notification, routing and escalation features allows businesses to optimise employee productivity and maintain service level agreements.

Notifications alert you to new tasksWhen a task is allocated to a user, the Processware system automatically sends an email and/or an SMS notification to the user, informing them of the work item.

Keep the process moving by rerouting workRouting in Processware ensures that when users are out of the office, a task does not remain dormant, but can be rerouted to a peer for immediate attention.

Make sure work gets done using escalationsEscalation rules can be set up to periodically resend notifications until the task is completed, or to send an escalation of the task to the user’s supervisor. This functionality ensures that tasks are attended to within required times.

Business UsersPROCESSWARE 2016

Contact us for a product [email protected]

Page 9: PROCESSWARE 2016 - ERP Software Consulting and …€¦ · Convert your unique business processes into software applications with FlowCentric Processware Index The Importance of Processes

NOTIFICATION, ROUTING AND ESCALATION ENGINE Processware’s notification, routing and escalation engine ensures that tasks are taken care of with minimum delay.

The notification, escalation and routing engine is built into Processware. Developers don’t need to concern themselves with this code and can concentrate on developing applications.

Even if no provision was made for these features in the original design, it is easy to simply configure these features later, and then deploy a new version of the process.

Notifications, escalations and routing are based on the role hierarchy, so changes in this hierarchy will automatically be utilised by the engine.

Technical UsersPROCESSWARE 2016

Contact us for a product demonstrationwww.flowcentric.com

Page 10: PROCESSWARE 2016 - ERP Software Consulting and …€¦ · Convert your unique business processes into software applications with FlowCentric Processware Index The Importance of Processes

INTEGRATED SEARCH ENGINEThe ability to find information about processes, whether they are still running or archived, is essential to business. Few things can be as frustrating as not being able to find the data you need within a system.

Consistent search interfaces save timeProcessware ships with an integrated search engine, which allows users to search based on a vast range of parameters including the following:

▶ Date ranges ▶ Field values ▶ Task descriptions ▶ Who started the process

Processware provides two search screens, one for current (or running) processes and one for archived processes. These screens are simple to use and fast, which makes finding data easy, saves time and reduces user frustration.

Business UsersPROCESSWARE 2016

Contact us for a product [email protected]

Page 11: PROCESSWARE 2016 - ERP Software Consulting and …€¦ · Convert your unique business processes into software applications with FlowCentric Processware Index The Importance of Processes

INTEGRATED SEARCH ENGINEDeveloping fast and simple search screens is not easy for developers, especially when the data fields differ from one process to the next.

A consistent search interface saves timeProcessware’s search engine automatically searches across all data fields, which means that your developers can rest easy knowing that users can find their processes even after new fields have been added.

Search current or archived processesProcessware ships with two search pages, one for current processes and one for archived processes. No changes need to be made to these pages when deploying new processes, as the search engine will automatically include these in the search criteria.

Technical UsersPROCESSWARE 2016

Contact us for a product demonstrationwww.flowcentric.com

Page 12: PROCESSWARE 2016 - ERP Software Consulting and …€¦ · Convert your unique business processes into software applications with FlowCentric Processware Index The Importance of Processes

SECURITY FRAMEWORKUser authenticationAuthentication is the act of verifying the identity of a user, normally done with a user name and password combination. Processware supports both Windows Authentication and a Form-Based Authentication Model.

Business can decide which method to use ▶ Windows Authentication means users don’t need to

remember another password, they simply need to sign on to their computers and they will have access to their process dashboards.

▶ Form-Based Authentication means that external users, such as contractors or clients, can use the system securely, without being added to the Windows Authentication system.

User authorisationAuthorisation, or user rights, are predetermined by the business and all roles created in the system are based on those guidelines.

Processware uses Roles to control access to tasks. This means that only a person associated with a specific role may access and action particular tasks. This feature promotes accountability and discourages unauthorised actions.

When someone leaves an existing role and a new person takes over, the new user is simply added in Processware and associated with the relevant role. The new user receives unique login credentials and their own personalised dashboard, but the tasks, authorisation levels and escalations remain the same, making the handover much smoother.

Configuring user permissionsPermissions are configurable through a secure user-friendly management console that administrators can easily maintain.

Business UsersPROCESSWARE 2016

Contact us for a product [email protected]

Page 13: PROCESSWARE 2016 - ERP Software Consulting and …€¦ · Convert your unique business processes into software applications with FlowCentric Processware Index The Importance of Processes

SECURITY FRAMEWORKUser authentication Authentication systems are deceptively complex to develop, but vitally important as this is the first point of attack by hackers.

Development teams don’t always consider complexities such as which encryption to use for passwords, the use of secure protocols (https), password expiry, and so on before development begins. With the security framework provided by Processware, developers don’t need to develop and support these features. Additionally, if security vulnerabilities are detected anywhere in the world, the Processware Team will write and test patches to remove these vulnerabilities and distribute them in the next update—one less worry for your development team.

User authorisation ▶ The role-based security model is built into the

Processware system, and is automatically linked to the navigation framework, tracking, and other parts of the system, which means developers don’t need to create these components.

▶ When a user leaves a role, it is a simple case of removing their access and adding the new appointee’s details. Quick and easy, with no need to change anything else in the processes.

Configuring user permissionsDevelopers don’t have to create administration screens for user management as Processware ships with a management console, making the configuration of user permissions easy.

Technical UsersPROCESSWARE 2016

Contact us for a product demonstrationwww.flowcentric.com

Page 14: PROCESSWARE 2016 - ERP Software Consulting and …€¦ · Convert your unique business processes into software applications with FlowCentric Processware Index The Importance of Processes

VERSIONING FRAMEWORKProcesses are changed for various reasons, such as optimising a business’s performance or to meet changes in legislation.

Quickly evolve process applicationsUpdating processes can be a complex procedure, which is why developers often wait until several updates are required before fixing and deploying any process updates. This is frustrating to business users as they are forced to live with the older processes longer than necessary. Processware’s toolset simplifies the deployment of new processes, encouraging faster turnaround times on updates and enhancements. With Processware, business processes can be rapidly adapted to keep pace with the changing world.

What about tasks that still need to finish? When a process is updated, all processes that were started on the old version will run to completion, so there is no need to start any of your tasks again. With Processware’s versioning framework there is less downtime and no loss of productivity or data during updates.

Business UsersPROCESSWARE 2016

Contact us for a product [email protected]

Page 15: PROCESSWARE 2016 - ERP Software Consulting and …€¦ · Convert your unique business processes into software applications with FlowCentric Processware Index The Importance of Processes

VERSIONING FRAMEWORKUpdating systems that users depend on to perform their daily tasks can be complicated. Concerns range from how long the system will be down, to how to handle processes that have started with the old code but have not yet reached completion.

Easy updates mean regular updatesAs process definitions are versioned, existing process instances and new process instances need to be handled differently. The Processware engine, via the user-friendly Deployment Tool, allows granular management of each version of a process instance. This makes process lifecycle management much simpler.

For an update to take place the new process definitions must be tested and then deployed into the production environment. The GUI-driven Deployment Tool allows developers to view both Processware servers, compare what exists on each, select what they want to move between servers, and move all the selected components in a single transaction. This capability ensures that the destination server is always left in a usable state.

Without tools like the Processware Deployment Tool, developers would typically need to write their own tools or scripts to aid in the deployment of code.

Technical UsersPROCESSWARE 2016

Contact us for a product demonstrationwww.flowcentric.com

Page 16: PROCESSWARE 2016 - ERP Software Consulting and …€¦ · Convert your unique business processes into software applications with FlowCentric Processware Index The Importance of Processes

INTEGRATION FRAMEWORKCompanies invest a lot of time, money and effort into establishing their various business applications, ranging from Financial to Human Resources and Manufacturing. These applications often have data that needs to be used in other systems in the form of lookup data. Instead of duplicating data out of these various applications, it is much more efficient to integrate with them and use the data directly out of the source application.

Making data work for youProcessware has the ability to access data from other systems and then display that information within its screens by means of browse pages and lookups. Integration at this level means that users are always accessing the latest information that exists in third party systems, such as the company’s ERP. This method saves time, promotes data accuracy, reduces data duplication and eliminates redundant data capturing.

Getting the most out of other systemsProcessware’s integration framework is particularly appealing to organisations who would like to phase out the use of legacy systems, but still use the data stored in them.

Processware is also attractive to organisations who would like to connect multiple systems with a single interface. This method makes it easier for staff to perform their tasks as they don’t need to swap between multiple systems, and they can action their tasks from one consistent interface.

Business UsersPROCESSWARE 2016

Contact us for a product [email protected]

Page 17: PROCESSWARE 2016 - ERP Software Consulting and …€¦ · Convert your unique business processes into software applications with FlowCentric Processware Index The Importance of Processes

INTEGRATION FRAMEWORKWith Processware’s system-level integration framework, integration with external systems can be centrally planned and managed.

The objective of the framework is to remove the complexity of integration from developers. Developers don’t need to work out how to write to various databases, web services or .Net DLLs, they can simply select the required method from the endpoint and use as needed.

This feature makes it is easier for developers with different levels of skill to understand and use integration points in their code. This method aids in reducing development time.

Technical UsersPROCESSWARE 2016

Contact us for a product demonstrationwww.flowcentric.com

Page 18: PROCESSWARE 2016 - ERP Software Consulting and …€¦ · Convert your unique business processes into software applications with FlowCentric Processware Index The Importance of Processes

Business and Technical Users

REPORTING AND ANALYTICS FRAMEWORKManaging data for reports Not all reports are defined at the beginning of a project, and traditionally adding or changing reports in an existing system can be problematic.

With Processware, all data from tasks is logged from the beginning of every process, which means reports can be written and defined at any time using this data.

Developers can enable the reporting feature in Processware, ensuring that process data is logged into relational reporting tables. This feature appeals to developers as it allows them to develop reports without any need to extract data from system tables.

Analytical dashboardsUsing QlikView, analytical dashboards can be developed for decision-makers to analyse business data in order to make informed decisions.

The QlikView data model is shipped with Processware. Fields to be analysed are easily enabled, from which dashboards can be created.

PROCESSWARE 2016

Contact us for a product [email protected]

Page 19: PROCESSWARE 2016 - ERP Software Consulting and …€¦ · Convert your unique business processes into software applications with FlowCentric Processware Index The Importance of Processes

Find out how PROCESSWARE can support your business objectives

www.flowcentric.com

FLOWCENTRIC TECHNOLOGIESFlowCentric Technologies Pty Ltd is a global provider of business process management (BPM) software that is designed to support organisations in achieving their strategic business optimisation objectives.

The company develops and provides:

▶ Proprietary BPM development software ▶ Product training and certification ▶ Consulting and implementation services

Since its founding in 2000, FlowCentric Technologies has become an international operation, having expanded from its origins in Gauteng, to operating offices in South Africa, the United Kingdom, Western Australia and India.

The company’s proprietary software, Processware, is used to streamline and automate business operations in many major industries across the globe. A diverse range of companies, from large corporates to mid-markets, including financial services, government, manufacturing and brewing industries rely on Processware to keep their business running smoothly.

PROCESSWARE 2016