business process automation · 2019. 3. 29. · 5th floor, kelana parkview tower, jalan ss6/2,...
TRANSCRIPT
Business Process Automation
PANTON FOR
Table of contents
Introduction 3
5
7
10
13
15
17
19
21
Panton Toolset
Panton MCRE
Panton Workflow
Panton Messaging
Panton Imaging
Panton Active Form
Panton Archival
Summary
People.Content.Processes.Systems.
Digital transformation is today essential to stay ahead of your competition. Establishing seamless connectivity to enable your people to work effectively with others, as well as have access to content, is critical to all workflow processes within your organisation.
In a landscape today that leverages so much on
technology, automation must be the driver of your
workflow processes in order to bring positive impact
to your operational efficiency and decision making.
Panton is a powerful toolset that enables you to
implement technology-driven business applications
and experience process improvements within your
organisation. Replace manual workflow processes or
enable communication between multiple systems to
form more extensive automated workflows, so that you
will continue to be a leader in your industry.
3Panton
Architecture & DesignThe design & architecture of Panton serves as the
foundation to ensure system reliability for our users and
customers. Panton’s system reliability can be broken
down into 3 aspects.
Stability in the system’s uptime and performance
Usability by incorporating intuitive UI/UX so
that navigating through the system would be
second nature
Scalability in order to grow with the
organisation. An organisation would only require
1 instance to serve all its needs regardless of
organisation size
4Panton
Build a sustainable digital ecosystem on solid architecture and design
Ensuring system
reliability for users
Panton Toolset - Modularly DesignedPanton is a set of tools comprising of 6 independent modules that can be configured into
Panton application solutions to meet the needs of your organisation.
Panton MCRE provides a robust
repository that enables content
storage of any type
Panton Workflow is an enabler
of process automation
Panton Messaging manages
automatic broadcasts
Panton Imaging automates
seamless hard-to-soft copy
document capture process
Panton Active Form enables
form-driven process automation
Panton Archiving provides
external backup, and Search &
Retrieval functions for archived
documents
5Panton Toolset
The Panton product base consists of:
Panton MCRE
Panton Workflow
Panton Messaging
Panton applications such as document control &
management, various types of review & approval
processes or tracking & monitoring management can
be easily configured with the implementation of our
Panton base product. Other modules such as Panton
Imaging, Active Form and Archival can be added on
when there is a need.
6Panton Toolset
Panton MCRE
The engine that drives the Panton toolset
Panton MCRE is a powerful content repository
engine built to allow various types of content to be
indexed, stored and retrieved efficiently.
Content such as structured and unstructured
data files, web content, documents, images of all
formats, videos and audio clips, are compressed
and indexed using robust algorithms, so that
voluminous amount of records can be managed
at any given time, without compromising system
performance.
Multi-Content Repository Engine
7MCRE
Within the vast space of Panton MCRE repository,
unlimited workspaces can be created to manage each
department or subsidiary. Within each workspace,
content is managed in an organised tree structure where
users can freely create as many nested folders to best
meet their needs.
Panton MCRE is built to be fully integrated to all Panton
modules and other 3rd party systems to provide fast and
secured access to all content stored in its repository.
System security throughout Panton is controlled by
Panton MCRE, such as tight user access controls that can
ensure the highest level of confidentiality throughout the
organisation. Other security features managed by Panton
MCRE is listed below.
8MCRE
• Enables all types of content to be attached
• Straight-forward hierarchical structure to organise
folders
• Full-text & manual indexing, Tagging
• Comprehensive search functions
• Document upload from folder with binding
capabilities
• Tight security access to stored information
• Check-in/Check-out document
• Version control
• Document Publishing & Obsoleting
• Cross-link documents
• Document watermarking
• Download link for external users
• Audit trail & Reporting
• Tracks and monitors document status
• Complies to LDAP and AD
Key features & functionalities of Panton MCRE
9MCRE
PantonWorkflow
Enabler of process automation
Panton Workflow is an enabler for organisations
to replace manual processes with automated workflow
structures. This module offers a powerful Active
Workflow Designer that you can use to customise
workflow processes while applying your organisation’s
business rules. Customised workflows are saved as
predefined templates.
Accessing to content stored in MCRE, information is
seamlessly routed throughout the desired workflow paths
without the need for human intervention and the end of
each process will yield outcomes given your input.
The intuitive and flexible nature of our Active Workflow
Designer caters to the natural needs of users and your
organisation. Workflow structures can be designed by
using drag & drop features, while parameters, rules and
weightage are defined using drop down lists. You can
even determine escalation routes.
10Workflow
Panton Workflow module recognizes the use of
machine-driven processes as illustrated by the
green wheel, within your workflow structure to
reduce inefficiencies caused by repetitive tasks.
Other than using predefined templates, you can
also make use of the ad-hoc workflow function to
select a person “on-the-fly” whom you would like to
route a document to. When the ad-hoc workflow is
completed, you can choose to save it as a
pre-defined template for future use.
Close monitoring of documents and actions will
be carried out throughout a successfully initiated
workflow, and status notifications via email or
other channels can be set up, according to the
requirements of respective customers.
As an added feature for security, you can explore
biometrics - thumbprint or facial recognition,
implement Public Key Infrastructure or incorporate
the use of digital signatures.
11Workflow
Key features & functionalities of Panton Workflow
12
• Easily creates workflow templates using the
Panton Active Workflow Designer via browser
• Creates workflow structures: Sequential, Parallel,
Machine-driven process in 1 workflow
• Ad-hoc workflow templates
• Ability to define Rules & Weightage and Business
Rules for each template
• PDF annotation to ease user review & approval
process
• Comments can be inserted into the workflow
which are tracked and audited
• Flexible escalations features
• Monitoring and tracking of workflow, Notification
• Audit trails within each workflow, Reporting
• Completed workflows can be archived for future
review purposes, and related documents can be
easily linked and retrieved if necessary
• Groups can be created within each workflow to
combine a group of people together as one entity
for easier management
Workflow
PantonMessaging
Notification tool
Panton Messaging is built for the dedicated purpose
of broadcasting events, status, deadlines, alerts and
reminders effectively throughout an organisation. It is
fully integrated to all Panton modules so that every user
within your digital ecosystem can be kept updated and in
turn, effectively carry out their tasks.
The sending of notifications varies from one organisation
to another due to its respective requirements, and we try
our best to accommodate our customers’ requirements
because we believe in the importance of sending
notifications at the right time, to the right people.
13Messaging
Key features & functionalities of Panton Messaging
14Messaging
• Attaches notifications to any Panton process to
track and monitor
• Real-time, automatic broadcast via SMS, Email or
Integrated to your in-house mobile app
• Built-in alert monitoring and status notification
upon user login
• Apply user-defined parameters & rules to set up
notifications
• Notification generator on expiring dates
• Track and record complete history of messages
PantonImaging
Fully automated document capture & upload
Panton Imaging fully automates the conversion
of your paper-based documents to digital copies. This
module is implemented via the set up of scanning stations.
From your scanning station, you will be able to view
your Panton MCRE repository and its workspaces, and
immediately select the folder in which you would like to
upload your scanned documents into immediately after
scanning.
Should these documents need to be routed through a
workflow before being published to Panton MCRE, you can
do so directly from your scanning station by selecting from
your list of predefined templates. Panton MCRE will also
fully index each document prior to publishing.
15Imaging
Key features & functionalities of Panton Imaging
16Imaging
• Module is compatible to any scanner with TWAIN
driver version 9 or higher
• Allows users to insert, append or delete scanned
pages even after scanning
• Automatic binding feature for documents that
need to be identified as one folder
• Automatic lookup indexes by backend database
referencing
• Database lookup (ODBC/JDBC)
• User can select a predefined Panton workflow
template to route scanned documents
PantonActive Form
The Panton Active Form meets the needs of data-centric
processes by enabling users to dynamically create, upload and
implement electronic forms to collect structured data - either
through manual input or automatic population. Active form are
saved and stored in Panton MCRE repository.
Collected data can then be meaningfully used by sending it to
other Panton modules such as Panton Workflow, or even routed
to other 3rd party systems through integration.
17 Active Form
What can you do with Active Forms?
Active Forms can be attached to a Panton Workflow or a Panton
Imaging process. Active Forms can be created to be a template
that enables users to collect additional metadata, e-form to be
driven through an automated application processes like Leave
Application, used to conduct e-surveys & questionnaires and
even be part of a Panton application solution like E-training &
certification.
Data collected through Active Forms can be exported to other
file formats for reporting, analysis, safekeeping.
Key features & functionalities of Panton Active Form
• Create digitally web-compliant forms on-the-fly
with Active Form Designer
• Enables highly customisable data entry fields using
Text, Date, Numeric, Yes/No, Dropdown, Table,
Image
• Export & Convert to ODT, DOC, DOCX, DOCM,
DOTX, DOTM, RTF, WPD, TXT, HTML, XML, XLS,
XLSX, XLSB, PPT, PPTX, EPS, TIF, TIFF, DXF, JPG,
JPEG, PNG, GIF, BMP
• Ability to link collected data to other processes
within Panton
• Ability to search specific data within forms
• Ability to insert images into forms
• Imports data from third party database
18 Active Form
PantonArchival
Panton Archival serves as an offline storage for
documents and content which have been made obsolete
or inactive. This module enables organisations to purge
items which are no longer actively used from your server
storage, freeing up valuable space for new content.
The archiving process includes backing up content
onto external media storage and creating links to them.
Whenever you need to retrieve an obsoleted document,
Panton will use these links to retrieve the files for you
from the particular external storage.
Depending on an organisation’s requirement, you can
choose to back-up content onto external disk storage or
cloud storage.
External Storage
19Panton Archival
Key features & functionalities of Panton Archival
20Panton Archival
• Create links to obsoleted documents before
export
• Export to various storage types - External disk,
cloud storage
• Ability to search for archived content and direct
you to the external storage
Making use of what technology has to offer us
today is integral to every organisation’s continuous
process improvement strategy.
To implement effective process improvements, it is
important to have a powerful workflow engine like
Panton Workflow to function as an orchestrator.
Subsequently, by leveraging Panton’s robust
integration capabilities to 3rd party systems,
seamless information exchange between systems
can be facilitated; data and information can be
retrieved from various systems and routed through
Panton.
Powerful business process automation applications by Panton
21Panton
Examples of configurable Panton applications include:
Document
Management
Credit/Claims processing
Shipping & Logistics tracking
ISO/Project document control
Budget approval
Reports & Records management
Purchasing process
E-Form applications & processing: Timesheet
submission, Online leave application
Asset configuration management
Payment processing
Service calls management
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Tel: +603 7804 3922Email: [email protected]: www.htasia.com
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