codeless platforms business process automation platform - broc… · by taking the complexity out...
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Codeless Platforms Business Process Automation
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Drive greater profitability and performance through our BPA Platform and transform your organisation into an agile, high-performing operation.
Create alerts through easily definable business rules. Generate and dynamically distribute reports and documents. Integrate applications and systems through an array of data connectors and APIs. Create workflow processes to leverage submission and approval processes.
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By taking the complexity out of business process automation,
organisations can add an unrivalled level of agility to their
operations. As business processes change, automated processes
can be adapted or completely rewritten to meet new conditions.
Primarily, the BPA Platform enables you to add the following
capabilities to your existing business applications.
The Business Process Automation (BPA) Platform enables you to quickly and easily build automated processes unique to your organisation through an intuitive drag and drop graphical user interface.
Capabilities:
Business Process Automation Platform
Notifications
& Alerts
Data Integration &
Synchronisation
Report &
Document Automation
Workflow &
Human Interaction
The Notifications & Alerts capability of the BPA Platform enables
organisations of any size to graphically build and maintain real-
time, event-driven communications.
The Notifications & Alerts capability can utilise email, SMS or
collaborative application APIs as transport mechanisms. The
recipient will therefore receive the information they need
regardless of location and device.
Individuals, whether internal or external to organisations, can
receive notifications and alerts. Common examples include:
Notifications & Alerts
Deliver essential information to the right people at the right time.
Internal
Large account placed on hold
Aged debtor updates
Stock level warnings
Back orders now in stock and available
Performance/KPI notifications
Price change updates
External
Order status updates
Order confirmations
Service data reminders
Contract renewal
reminders
Delivery notifications
Appointment
confirmations
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?
Process ModelGeneral
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2
3
4
5
3 4 5 6 7 8
Process Model Navigator
Start event
Receive and check order
Check credit reference
Below threshold
Good Credit
New Customer
Customer order
Check credit with finance
Update customer database
Send unable to complete order
Send order confirmation
Check customer database
Customer database
Process Model
Produce orderrequirements list
Send order confirmation COD
Confirm order with COD
Confirm order
Order requirements list
Check credit with finance
Produce order requirements
StopCheck credit with
finance
Good credit
Send order confirmation
Orderrequirements
list
Produce orderrequirements list
Confirmorder
Confirmorder with
COD
Unable to complete
order
Customerdatabase
Check customerdatabase
Customerorder
Receive and check order
Send order confirmation
CODSend unable to complete order
Unable to complete
order
Update customer database
NewCustomer Yes Yes
No
Server time - 5:24 PM Administrator
75 %iEDIT MODEL IN BPM PLATFORMLINK MODE Process model is read only
BPA Platform
Task - Run Sheduled Report ?
Save Cancel Apply
Design ScriptGeneral
START STOP
Daily Schedule Database QueryODBC
Run CrystalReport
Send MessageSMTP
Browser
EnvironmentTools Reference
Scope
CategoryName
Clear SearchSearch
Task
Tools
FiredBy
Owner
TaskID
Name
Event
Input
Format
Output
Execute
General
Specialist
The Report & Document Automation capability of the BPA Platform
ensures individuals receive detailed, up-to-date information in any
report or document.
Automate the creation and distribution of reports and documents
Report & Document Automation
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Common processes using the BPA Platform’s Report & Document
Automation capability include:
Credit control letters
Renewal documents
WIP reports
Waste reports
Stock reports
Sales reports
Pick lists
Compliance documents
Delivery notes
Budget reports
Welcome packs
Support ticket reports
Using industry standard reporting
tools, such as Crystal Reports,
Microsoft SSRS, Microsoft Word and many others, the
Report & Document Automation capability ensures
reports arrive on time, every time.
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Process ModelGeneral
2
2
3
4
5
3 4 5 6 7 8
Process Model Navigator
Start event
Receive and check order
Check credit reference
Below threshold
Good Credit
New Customer
Customer order
Check credit with finance
Update customer database
Send unable to complete order
Send order confirmation
Check customer database
Customer database
Process Model
Produce orderrequirements list
Send order confirmation COD
Confirm order with COD
Confirm order
Order requirements list
Check credit with finance
Produce order requirements
StopCheck credit with
finance
Good credit
Send order confirmation
Orderrequirements
list
Produce orderrequirements list
Confirmorder
Confirmorder with
COD
Unable to complete
order
Customerdatabase
Check customerdatabase
Customerorder
Receive and check order
Send order confirmation
CODSend unable to complete order
Unable to complete
order
Update customer database
NewCustomer Yes Yes
No
Server time - 5:24 PM Administrator
75 %iEDIT MODEL IN BPM PLATFORMLINK MODE Process model is read only
BPA Platform
Task - Run Sheduled Report ?
Save Cancel Apply
Design ScriptGeneral
START STOP
Daily Schedule Database QueryODBC
Run CrystalReport
Send MessageSMTP
Browser
EnvironmentTools Reference
Scope
CategoryName
Clear SearchSearch
Task
Tools
FiredBy
Owner
TaskID
Name
Event
Input
Format
Output
Execute
General
Specialist
Through a ‘codeless’ environment and specialist connector tools
or web services (REST or SOAP), organisations can slash the cost
of data integration and synchronisation whilst simultaneously
safeguarding the upgrade path of their primary application(s).
Common application, system and web service integrations include:
Make business applictions work together
Data Integration & Synchronisation
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OK Cancel Apply
DesignGeneral Script
BPA Platform
Daily: 10:30 Pick up newly down-loaded orders
Record processing Flags
Check WorkloadEnd Process
START
STOP
2
2
3
4
5
3 4 5 6 7 8
Check credit with finance
Good credit
Send order con-firmation
Orderrequirements
list
Produce orderrequirements list
Confirmorder
Confirmorder with
COD
Unable to complete
order
Customerdatabase
Check customerdatabase
Customerorder
Receive and check order
Send order confirmation
CODSend unable to complete order
Unable to complete
order
Update customer data-
base
NewCustomer Yes Yes
No
Server time - 5:24 PM Administrator
iEDIT MODEL IN BPM PLATFORM
Task - Send Order Confirmation ?
Save Cancel Apply
Design ScriptGeneral
START
STOP
STOP
Daily Schedule Pickup newly downloaded
orders
Format the text Documents availableSTOP
Email Manager
Email enquirer
Documents not found
Documents foundRecord processing
Flags
Check WorkloadEnd Process
OK CancelOK Cancel
Node count
Sum
Fixed/dynamic
Run VB Script
ebay
SEARCH
Func
tions
Tran
sfor
mat
ion
Map
ping
s
Sage
200
SEARCHx f
<><><><><><><><><><><><><><><>
RootOutput Data
SalesOrder
Items
Customer
Items
parent_idcreated_atupdated_ataddress_typefirstnamelastnamecompanystreetcityregionpostcodetelephonefaxregion_idaddress_id
<> BillingAddress
<><><><><>
item_idorder_idquote_itemcreated_atupdated_at
Internal Lookup
Functions
Lookup
Looping
Split by type
Interleave Merge
Simple
External Lookup
<> Item_code
<> Description
<> Qty
<> Cardcode
<> DocDue
Data
Aggregation
Web ServiceGeneral Mapping Options
Data Mappings and Transformation
The Data Integration & Synchronisation
capability of the BPA Platform enables
organisations to integrate applications, systems and web
services through simple-to-use, drag and drop tools.
OK Cancel Apply
DesignGeneral Script
BPA Platform
Daily: 10:30 Pick up newly down-loaded orders
Record processing Flags
Check WorkloadEnd Process
START
STOP
2
2
3
4
5
3 4 5 6 7 8
Check credit with finance
Good credit
Send order con-firmation
Orderrequirements
list
Produce orderrequirements list
Confirmorder
Confirmorder with
COD
Unable to complete
order
Customerdatabase
Check customerdatabase
Customerorder
Receive and check order
Send order confirmation
CODSend unable to complete order
Unable to complete
order
Update customer data-
base
NewCustomer Yes Yes
No
Server time - 5:24 PM Administrator
iEDIT MODEL IN BPM PLATFORM
Task - Send Order Confirmation ?
Save Cancel Apply
Design ScriptGeneral
START
STOP
STOP
Daily Schedule Pickup newly downloaded
orders
Format the text Documents availableSTOP
Email Manager
Email enquirer
Documents not found
Documents foundRecord processing
Flags
Check WorkloadEnd Process
OK CancelOK Cancel
Node count
Sum
Fixed/dynamic
Run VB Script
ebay
SEARCH
Func
tions
Tran
sfor
mat
ion
Map
ping
s
Sage
200
SEARCHx f
<><><><><><><><><><><><><><><>
RootOutput Data
SalesOrder
Items
Customer
Items
parent_idcreated_atupdated_ataddress_typefirstnamelastnamecompanystreetcityregionpostcodetelephonefaxregion_idaddress_id
<> BillingAddress
<><><><><>
item_idorder_idquote_itemcreated_atupdated_at
Internal Lookup
Functions
Lookup
Looping
Split by type
Interleave Merge
Simple
External Lookup
<> Item_code
<> Description
<> Qty
<> Cardcode
<> DocDue
Data
Aggregation
Web ServiceGeneral Mapping Options
Data Mappings and Transformation
Communication
platforms
eCommerce applications
ERP systems
Warehouse
management systems
Accounting software
Timesheet solutions
Email marketing
tools
EDI solutions
Credit referencing
services
CRM solutions
Billing systems
Inventory
management tools
HR applications
Courier services
Content management
systems
Payment systems
ID Created Name Modified Owner Stage Select
www.codelessplatforms.com [email protected] +44 (0) 1212 909090
Hello,Jane Parker
My Workflow Portal 5 12
Jobs List
Dashboard
Audit Trail
Jobs List
Messages
12
SEARCH
18/01/18 - 13:2410010 12/01/18 - 10:30Product Discount Approval K Luna Approved
18/01/18 - 13:2410010 12/01/18 - 10:30Holiday Approval E Trent Denied
18/01/18 - 13:2410010 12/01/18 - 10:30Stock Adjustments R Davis Approved
18/01/18 - 13:2410010 12/01/18 - 10:30On Hold Override R Davis Approved
14/01/18 - 11:5210006 12/01/18 - 10:30Stock Adjustments T McCullock Raised ?
18/01/18 - 13:2410010 12/01/18 - 10:30Mauris sit amet mi vel enim S James Raised ?
12/01/18 - 10:30 12/01/18 - 10:30Purchase requisition10003 A Jones Requested !
18/01/18 - 13:2410010 12/01/18 - 10:30Senior Management Approval M Dolomite Escalated
18/01/18 - 13:2410010 12/01/18 - 10:30Holiday Approval Spencer Collins Completed
18/01/18 - 13:2410010 12/01/18 - 10:30Stock Adjustments G Bartholomew In Review
NEW OPEN DELETE
10 of 24 10Show1 2 3
Regardless of whether your workflow processes involve a simple
authorisation form and database write back or a multistage
workflow contribution process, the Workflow & Human Interaction
capability is designed to meet your needs.
Common workflows created using the Workflow & Human
Interaction capability of the BPA Platform include:
Reduce errors and improve productivity
Workflow & Human Interaction
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The Workflow & Human Interaction
capability of the BPA Platform
enables organisations to rapidly deploy and configure
workflow processes.
ID Created Name Modified Owner Stage Select
www.codelessplatforms.com [email protected] +44 (0) 1212 909090
Hello,Jane Parker
My Workflow Portal 5 12
Jobs List
Dashboard
Audit Trail
Jobs List
Messages
12
SEARCH
18/01/18 - 13:2410010 12/01/18 - 10:30Product Discount Approval K Luna Approved
18/01/18 - 13:2410010 12/01/18 - 10:30Holiday Approval E Trent Denied
18/01/18 - 13:2410010 12/01/18 - 10:30Stock Adjustments R Davis Approved
18/01/18 - 13:2410010 12/01/18 - 10:30On Hold Override R Davis Approved
14/01/18 - 11:5210006 12/01/18 - 10:30Stock Adjustments T McCullock Raised ?
18/01/18 - 13:2410010 12/01/18 - 10:30Mauris sit amet mi vel enim S James Raised ?
12/01/18 - 10:30 12/01/18 - 10:30Purchase requisition10003 A Jones Requested !
18/01/18 - 13:2410010 12/01/18 - 10:30Senior Management Approval M Dolomite Escalated
18/01/18 - 13:2410010 12/01/18 - 10:30Holiday Approval Spencer Collins Completed
18/01/18 - 13:2410010 12/01/18 - 10:30Stock Adjustments G Bartholomew In Review
NEW OPEN DELETE
10 of 24 10Show1 2 3
Purchase order
authorisations
Supplementary
data request
Account reallocation
approvals
Credit limit reviews
Commission sign off
Service quote approvals
Price change
authorisations
Credit note
authorisations
Discount
authorisations
Review processes
Expenses approvals
Holiday approvals
Benefit from ISV-focused features built into the BPA Platform
Automating business processes not only requires a solid
understanding of data but a comprehensive knowledge of source
or target applications. Codeless Platforms has accredited partner
status with well known ISVs such as Microsoft, Sage and SAP, along
with industry specific applications and systems in a large number
of economic regions.
Through collaboration with ISVs and leading channel VARs,
specialist features have been built into the BPA platform. This
provides organisations with the ability to create a solution that is
completely personalised to their internal applications and business
operations.
Below is just a small selection of the vendors we align our BPA
Platform with:
& many more...
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Business Process Automation Platform
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Join our community and access an unrivalled resource of best practice and expertise.
More than 7000 customers around the world use Codeless Platforms’ solutions in every type of industry, ranging from financial services and manufacturing to not-for-profit and retail. Our technology is accessible to all organisations and not just those with the resources and available expertise.
Want to learn more?
Discover how Codeless Platforms can help your business by improving performance, boosting efficiency and cutting costs.
+44 (0) 330 99 88 700
www.codelessplatforms.com