Process Director enables business users to create user-friendly, responsive electronic forms to gather and display information.
Process Director provides several ways of building forms are provided, with the results appearing the same to the end-users.
These include an electronic form designer for easy drag-and-drop creation and the Microsoft Visual Studio-based builder, aimed at .Net developers who require advanced technical features.
Eliminate spreadsheets and manual routing by creating electronic forms and user interfaces using easy-to-use tools.
Show or hide form sections, lock fields, pre-fill data and set mandatory fields, all based on conditional rules.
Highlight invalid fields and automatically validate data on input/submission to ensure approvers have the correct information to make their decisions.
Take advantage of workflow automation capabilities to route completed forms through approval, rejection, clarification and review workflows.
Show data such as costs and budgets as well as KPIs, statistics, and trends.
Automatic multi-lingual translation of forms and user interfaces.
All figures are shown in your local currency and global currency.
Create consistent and re-useable form templates to comply with corporate policy.
Add attachments of any format (XLS, JPG, DOC etc.) to support the form submission.
Printable PDF generation of the complete form, including attachments.
Users can save partially completed forms and submit them later when further information is available.
Once a form has been submitted, the form will be locked down with users no longer able to edit or modify the data.
Show the estimated approval steps once a form has been submitted.
Enable authorised users to add time-stamped notes to a form. These Q&As and comments are visible to executives later in the approval chain.
We love the simplicity of the system. The actual form has not changed much. You now complete it online. It still captures all the same information. Crucially, the quality of submitted requests has improved as certain fields are auto-filled, calculated automatically or contain rules such as a mandatory field or display a warning if certain conditions are not met. We’ve made the process tighter and more consistent.
Nick Taylor, Finance Director, Millennium and Copthorne Hotels Plc
Reduce risks and improve traceability with 24/7 audit tracking, user access permissions, and more.
System access is authenticated with user actions fully logged and auditable.
Support for SAML-based authentication for SSO with your existing corporate user directory. Integrate with directories such as on-premise Active Directory and cloud-based Azure Active Directory.
The system uses standard web security protocols (such as HTTPS over TLS 1.3) to encrypt data in transit and can be configured to apply multiple layers of encryption to data at rest.
Integration with industry-standard identity and authentication platforms, such as Azure Active Directory, allows for MFA to be incorporated within the user logon process.
Named user accounts or all users allow for granular security permissions and activity tracking to be applied.
Full auditing of account delegation for when a user is away from the office.
A graphical WYSIWYG interface empowers users to build feature-rich digital forms and model processes with point-and-click tools, customisable templates, and pre-built data connectors.
Maintain control with an on-premise installation or host in the cloud (Public/Private cloud).
Our cloud-hosted option (with a 99.9% uptime guarantee) includes ongoing technical support and maintenance with system updates/enhancements automatically rolled out to users.
Our data centres are UK-based and fully compliant with UK GDPR.
If you prefer, we can host your electronic forms software within the Microsoft Azure global infrastructure, allowing you to keep your business-critical data in any region and comply with relevant legislation.
For ultimate power, create electronic forms and tasks within Visual Studio using the .NET-based SDK or integrate with external systems via web services.
Online forms can be fully responsive and automatically resize to work on smartphones, tablets, and other devices.
Alert users when tasks are assigned to them and notify, escalate, and reassign the task if timely action is not taken.
Collect data when offline and route automatically when back online.
