Build engaging electronic forms to collect data
Replace paper forms and spreadsheets with intuitive electronic forms to capture data and route it for review and approval.
Select from free text, dropdown, radio, checkbox, switcher, Likert scales, slider, date picker, tabs, switches, rating controls and many more to design flexible forms.
Show/hide questions, lock fields, add skip logic, set mandatory/optional fields, randomise questions, and pre-populate fields, all based on conditional rules.
Highlight invalid fields and automatically validate data on input and/or submission.
Create forms that match your brand guidelines. Easily add custom URLs, logos, colours and fonts.
Automatic translation of forms and user interfaces into your users’ local languages for global user adoption.
Show amounts in the user’s local currency and your global currency.
Upload files in any format (xls, png, jpg, doc) to support the form submission.
Generate printable PDFs of the submitted form, including attachments.
Save a partially completed request as a draft and submit it later when further information is available.
Lock forms when undergoing critical updates to prevent multiple users from making conflicting changes.
Show the predicted approval step, based on the draft form content, before submission.
Add time-stamped comments to a request with Q&As and notes visible to executives later in the approval chain.
Process Director is a low code/no code platform that enables users to develop their own applications.
The BP Logix mobile application enables forms that are created in Process Director to be completed on a mobile device. Forms may be completed while offline and are synchronized automatically with Process Director after establishing connectivity.
Case studies
Rentokil Initial automated its CapEx approval processes across Europe, Asia, Latin America and the USA, providing greater centralised control, standardisation, financial transparency and compliance.
Millennium Hotels and Resorts automated its CapEx approval process, involving up to 28 approval steps across its international portfolio of 100+ hotels.
Initial uses Process Director to give local procurement teams greater visibility of direct and indirect cost-saving opportunities generated through central procurement.