Improve efficiency by automating purchase orders approval processes using Vision BPM
Streamline your business processes with Vision BPM
Vision BPM is an integrated business processes modeling, optimization and management solution enabling companies to increase their business performance.
In today’s competitive business environment, improving execution and tracking of key processes is critical to the survival of the company and can provide the needed edge over the competition. Successful companies invest in optimizing core processes to respond faster and deliver higher quality services to their customers, while reducing operational costs and improving profitability. Vision BPM streamlines the way companies work by mapping complex workflows, constantly changing rules and disparate data from legacy systems into a platform where processes are easy to deploy and manage. Without requiring any programming knowledge, the platform enables rapid visual modeling of web applications that can then be accessed from any device.
Become a process oriented company, gaining control over business flows to save time and money.
Visual design and automate flows of any complexity and develop applications quickly and easily without programming knowledge.
Encourage users to actively participate in workflows by offering them a friendly environment and a seamless cross-channel user experience whether it’s in a web browser, Microsoft Outlook, Web portal, on any device - PC , mobile or tablet
Simplify organizational change management initiatives by quickly and effortlessly deploying the organization's most complex business rules. Analyze processes efficiency in real-time so that you can continuously improve them.
Workflow Visual designer
Both technical and business users can create interfaces, design processes, define rules, generate documents and integrate systems using visual tools in a familiar and easy to use environment. Flows can be simple or complex, from procurement approval to credit management or back-office solutions.
Business Rules Engine
Business rules can be designed by any user who has the ability to write formulas in Excel. With the rules engine you can easily implement scoring, escalation and notifications or you can manage how information is displayed in the interface, documents and reports.
The platform allows the definition of simple and complex data types, lists, parameters and entities allowing the implementation of any type of application.
Web and Mobile User Interfaces
The interfaces are generated using responsive platform and can be accessed from any mobile device or web. AngularJS technology used allows the development of web pages Single Page Application in order to provide users experience smooth, like a desktop application.
With Vision BPM you can design and generate document templates that can then be used in workflows to print any type of forms, like Quotes, Contracts or Invoices.
The Vision BPM platform allows integration with any system through a Plugin mechanism. Data can be imported from ERP, CRM, DMS or legacy systems and can then be used in workflows, rules, interfaces and document templates. The result can then be sent back to the originating system.
Reporting and Alerts
You can generate various types of alerts within workflows, from information transmitted by e-mail to reports generated by the system and exported in a predefined format.
The intuitive administration interface allows you to define users, roles and permissions. Workflows are delimited in areas of interest (Modules) and can be versioned. Applications generated using Vision BPM can be presented directly within Vision CMS portal as standalone applications or in existing Web applications through integration.
Vision BPM is a modular platform powered by the latest software development technologies. The platform is composed of several modules grouped into 3 levels and offers native integration capabilities
The Vision BPM interface is developed in AngularJS, the latest framework created by Google for dynamic web application development. AngularJS is used to generate Single Page Applications, providing a fluid, desktop-like user experience. Generated processes and interfaces can then be presented in any Web technology (ASP.Net, Spring MVC, JSP).
Contains all the business logic and integration functionalities modules of the platform:
BPM Core – platform core that exposes Web services consumed by other modules
BPM Administration – web application supporting the visual configuration of the flows and business rules
Data Connectors – set of libraries that provide functionality for integration with other systems
The data storage repository:
BPM Configuration – database that stores configuration data
Application Data – the collection of databases that will store the specific business information captured in processes
The Vision BPM platform is data storage technology independent and can use databases such as Microsoft, Oracle or Open Source.
The Vision BPM platform allows integration with any system at different levels: interface, data, entity or workflows. Through plugins, Vision BPM connectors provide native integration with leading business solutions offered by vendors such as Microsoft (Dynamics and SharePoint), Oracle, SAP, Liferay, Alfresco, etc.
Banking loan process
Vision BPM can be implemented in banking for a wide variety of workflows, from customer acquisition and retention processes and credit scoring, risk analysis and fraud prevention and customer servicing and ticketing. For example, the loan workflow implemented with Vision BPM begins in the agency by adding a new customer and ends at the headquarters with the approval by the management board, offering a consistent user experience while ensuring complete integration with back office systems of the bank at each stage of the workflow.
Step 1: Define your workflow
Using the graphical interface of the platform you can define the statuses, actions and transitions of the workflow. In this case, the flow consists of the following steps: identifying the customer (create a new customer if it does not exist), input information on the loan application and then, based on certain parameters, credit approval workflow (analysis, financial and legal evaluation, risk assessment, etc.).
Step 2: Define your Business Rules
The platform allows the definition of business rules at each step, action or transition to validate a requirement or determine further action. Defining business rules do not require programming skills and is done in an intuitive and easy to use interface. Business rules can have any degree of complexity and may change over time without requiring the intervention of people with technical skills. In this case study the defined business rules managed credit scoring based on bank criteria and allocation of applications to different user groups according to score, credit value and other parameters.
Step 3: Define the User Interface and Documents Templates
At each step of the flow, interfaces were designed visually for adding, modifying and deleting customers, entering information about the loan application, comments and collaboration (feedback on approval or rejection of an action or additional information requests). Templates and documents were defined in the same way for printing all documents required in the flow, such as credit offers or customer contract.
Step 4: Integration with Other Systems
The Vision BPM platform allows integration with any external system. For example, in this case, loan applications can be initiated from any channel (existing website, mobile application, e-mail, call center). Searching for a client or creating a new one can be implemented directly integrated with the bank's back office systems. Documents generated in the workflow can be stored and presented in the bank’s document management system and approved applications can be sent for processing directly into back office systems.