User friendly interface
Web workspaces serve as the primary interface to the system, enabling authorised users to:
- Initiate new processes
- View task lists
- Search archive forms
- Export data
The web workspaces include a settings page for administrators to create, edit and delete user accounts for the platform.
Business activity monitoring (BAM)
Additionally, the web portals act as a management dashboard to display information on many aspects of the system, such as the number of requests, values, times taken, etc.
These dashboard widgets are called Knowledge Views in Process Director and enable you to build flexible reports, graphs and dashboards – without the assistance of IT. They help you resolve problems faster, improve process efficiency and make data-driven decisions. If problems or bottlenecks are detected, monitoring will help you fix them as they happen and make your processes more efficient.
Management reporting
Pre-defined reports can be designed within the powerful report builder and made available through scheduled or on-demand delivery.
You can generate reports on form data, workflow metrics or a combination of the two. For example, you may have finance reporting that gathers all the form data relating to approved and rejected CapEx requests, providing up-to-the-minute oversight on the current financial position of the business. But equally, the reports may focus on the workflow metrics and instead show the average time taken for approvals, split down by role, country, or region.
And of course, for many users, the simplest approach is to export data to pre-defined Excel spreadsheets, making it instantly available to users in a format they are familiar with and can manipulate as needed.
