The tools, insights, and expert thinking to help you automate, orchestrate, and stay ahead.
21 October 2019
P2 Energy Solutions (P2) is best known for providing accounting and financial software for energy corporations. By embedding ProcessMaker in its existing offering, P2 has expanded its solution capabilities to better serve its customers. P2’s customers relied on manual, human-driven tasks to meet workflow needs, limiting the ability for each client to reach its full operational potential. The energy solution provider required a workflow platform that integrated easily with its legacy systems, yet delivered powerful enterprise functionality. To solve this issue, ProcessMaker’s platform integrated with P2 to create P2 Workflow, a comprehensive OEM solution that solves complex workflow challenges for P2 customers.
21 October 2019
Valeo is a publicly traded French automotive supplier with 113,600 employees worldwide and annual sales of €19.3 billion as of December 2018. Known globally as an automotive supplier, Valeo is — at its core — an innovative technology company and a leader in driverless cars and CO2 emission reductions. The company automated 300+ processes for nearly 70,000 users across all of their global offices in 33 countries. These business processes utilize data from many document storage systems, SAP ERP, and various internal point solutions. Valeo’s business processes include HR, Finance & Accounting, Operations and Development.
20 October 2019
TCC was able to digitally transform its campuses, speed up response times and approvals, and focus more on delivering an exceptional student journey.
16 October 2019
California Resources Corporation (CRC) is a publicly traded oil and gas exploration and production company — the largest oil and natural gas producer in California on a gross- operated basis. CRC operates a world-class resource base exclusively within the state of California, applying complementary and integrated infrastructure to gather, process, and market production. Using advanced technology, CRC’s 4,000+ employees and contractors focus on safely and responsibly supplying affordable energy for California by Californians.
16 October 2019
Before ProcessMaker, Telefónica CAM re-entered data manually between Microsoft Excel and its legacy software. Manual input always leaves room for human error, along with delays in service and expensive labor costs. For example, Telefónica Guatemala was manually processing over 100 new business account subscriptions everyday before implementing ProcessMaker. Each of these produced 20 new accounts that needed to be created. All of this was completed manually, meaning that activating new accounts often took more than three days to complete.
16 October 2019
This video shows you how to begin a leave of absence request the end user must first log into his ProcessMaker account.
16 October 2019
This video shows you the start of the purchase request process.
16 October 2019
ProcessMaker features a native Document Management System built into its core, available in both Community and Enterprise versions. This system allows users to define a folder structure for Input Documents and Output Documents. Process Map Input Documents are files associated with a particular case. These files can be text documents, spreadsheets, images, etc. From the main toolbar, click on the “Create” button next to “Input Documents”. On the next screen, give your document a title, a type, and a description if you wish. You can enable versioning if necessary. The destination path is a directory in the document repository, which can be static or dynamic. For a dynamic destination path, use the variable picker to select a variable from the list. The value of this variable will be used on the destination path each time a document is uploaded. You can define tags for the document in the same way. Additionally, it is possible to define allowed file extensions and maximum file size for uploaded documents. Click on "Save" when finished. Output Documents are files generated while running a case, which are meant to be printed out or stored digitally outside ProcessMaker. In order to create an Output Document; from the main toolbar, click on the “Create” button next to “Output Documents”. Give your document a title, and specify a static or dynamic filename. You can then give your document a description and specify a media type and margin size. Output documents can be generated in either Doc or PDF format, or both. You can also specify PDF security, which allows you to set permissions and password protection to keep your document restricted to selected users. As with Input Documents, you can enable versioning, a dynamic destination path and tags. When you are done, click on “Save”. Now that the properties of your Output Document are defined, click on “OPEN EDITOR” to start designing its content. You can use the text editor to create a template, or simply upload a pre-built HTML design from your hard drive. Use the variable picker to insert information from your process. Click on “Save” to finish. Multiple File Uploader Input Documents can be viewed as reference by subsequent users; and also downloaded, updated, and re-uploaded thanks to the ProcessMaker’s versioning capability. Generate Output Document Output Documents are useful for creating external records of case data; as well as creating formatted output such as bills, receipts, and letters. Notice that the data input into the Dynaform, has replaced the field names from the Output Document template. Also notice the dynamic filename at the top. Document Management System (DMS) You can view completed Input and Output documents at anytime, by navigating to the “Home” area and clicking on “Documents” from the case menu. Here you will see the directories you specified when creating your documents. You can easily navigate through the directories and view information pertain to each document. In addition you also have the ability to upload and download documents from the repository. Business Process Management and Document Management have always been two closely related applications. Thanks to ProcessMaker’s native Document Management System, you can utilize both, from one easy-to-use interface.
16 October 2019
This video shows you how to add a new pool to your process design.
