Business Process Management Overview

Business Process Management software that helps you work smarter

Create your own e-forms and automatic workflows with the Claromentis Business Process Management (BPM) software. Our platform contains a powerful process automation engine, that allows you to build common workflows such as appraisal forms, support desks, expense claims, and purchase order requests, as well as more complex processes like mortgage applications. Our software’s modular structure means our BPM platform can be deployed alongside our other digital workplace applications, or it can be used as a versatile standalone system.

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Build your own e-forms effortlessly

Our e-form builder allows intranet administrators to create entirely bespoke e-forms and workflows to match their exact needs. Each e-form can contain multiple sections and fields types, such as date and user pickers, free-text, drop-down lists and custom HTML. E-forms of all kinds can be built using our BPM platform, including support help desks, loan applications, sales orders, agile meeting retrospectives, project briefs – you name it, you can build it!

Business Process Management

Smart e-forms and workflows

Key functionality such as notifications to alert users at necessary stages in the workflow, service level agreements (SLAs) that act as predefined timers, and our robust permission engine all come as standard. Smart technology such as dynamic field changes allow certain fields to be hidden or shown automatically when an action takes place, like status changes or specific values entered by the user. Workflow notifications can also be sent automatically on specific dates when using our smart triggers.

Business Process Management

Provide extranet access to your third-party stakeholders

Using the extranet area and public-facing site capabilities available in our digital workplace, your e-forms and workflows can be presented to business partners, customers, and third parties securely. E-forms available on an extranet area are commonplace for the financial sector, who need to provide mortgage and loan applications to customers, and for organisations who need an external-facing customer support helpdesk.

Business Process Management

Design bespoke workflows

Create bespoke workflows within our Business Process Management platform to automate both simple and complex processes. Once data has been entered into an e-form, the corresponding workflow ensures the information is automatically shared and modified at particular stages, by the appropriate employees. Statuses and permissions will constantly evolve as the data progresses through the workflow, before reaching the final stage in the process, where the data can then be analysed or archived.

Business Process Management

Reporting and analytics

Analysing the data gathered from your e-forms and workflows is crucial to gaining important insights, helping you to continuously improve your processes. Our BPM software comes with a built-in report wizard, allowing you to create custom reports for detailed analysis. Our smart filtering feature provides significant value to your business, as data is grouped by the quantity and status within each workflow process. In addition, all reports can be exported to CSV for record-keeping purposes or further analysis.

Business Process Management

Monitor your processes on your intranet homepage

Because our BPM platform integrates seamlessly with our digital workplace, you can benefit from using Pages, our drag & drop CMS, to push important e-form and workflow updates directly to your homepage. Pages includes six BPM widgets that can be placed on your intranet homepage, so your teams can monitor SLAs, open items, status updates, and more as soon as they access the system. Each widget can be customised to show data from specific e-forms and workflows, and displays everything in intuitive graphical dashboards.

Business Process Management

Stay up-to-date with SLAs and notifications

Service level agreements (SLAs) act as timers that check the progress of each e-form submission against the agreed resolution times of that workflow. This ensures that high priority issues will be immediately flagged to the appropriate team members, so that they can be handled within the defined time frame. Notifications can also be setup for each project, so that tailored alerts are sent to the relevant individuals or shared email inboxes.

Business Process Management