Detailed Features
 

The WorkflowGen BPM / Workflow software offers all the features you need to automate and optimize all your processes.

The level of features and the ease of use of WorkflowGen will enable you to build workflows that reflect the reality and complexity of your organization and help you implement an Enterprise Workflow Portal.

  • End User Module
  • Workflow Features
  • Process administration
  • Security
  • User management
  • Data management
  • Statistics and reports
  • Integration
  • Scalability and Availability

  • End User Module

    Workflow portal
    - 100% web based .Net 2 application
    - Microsoft Internet Explorer 6 compliant
    - Firefox compliant
    - Single sign on and automatic seamless authentication
    - Intuitive no training required
    - Interface supports multiple languages (double byte compliant)
    - Customized workflow portal based on user rights and preferences
    - Smart portal with summary of user current activity for all processes
    - Real time monitoring with graphical view of the workflows
    - Direct access to statistics and reports with graphical views
    - Comprehensive audit trail
    - Single or multiple processes view
    - Multiple-criteria search for requests and actions
    - Multiple sort options for actions and requests
    - Use form data as search criteria
    - Delegation of task for user defined period of time
    - Manage customized views (search results, statistics)
    - Add links to external web contents to provide additional information
    - Add a custom application top banner
    - Embed workflow portal in existing web applications
    - Create your own “skins” to customize the portal look and feel

    Alerts
    - Event based email notification (to do, to assign, delay, request closed, etc.)
    - Text or HTML formatted email notifications
    - Customizable e-mail templates
    - SMTP protocol compliant with Exchange , Lotus, etc.
    - Direct launch of action to do from e-mail notification

    e-Forms
    - Fill out forms online within the web browser
    - Use Web Forms (support AJAX)
    - Form fields integration with external applications and databases
    - Electronic signatures
    - Attach files to forms


    Workflow Features

    Workflow functions
    - Mix human based actions and automatic actions in the workflow
    - Create any business rules based on workflow data
    - Create conditions or exceptions based on workflow data or ready to use macros
    - Customize contents and layout of event based email notifications (SMTP)
    - Automatic escalation based on workflow data
    - Enable delegation for workflow participants
    - Create complex workflows with sub-processes
    - Customize and secure display of data in user interface
    - Ready to use document validation application
    - Attach any kind of file to workflows
    - Save as draft mode for forms
    - Define workflow data stored in database without programming
    - Use all assignment methods (automatic, self service, dynamic, etc)
    - Parallel and/or Serial routing
    - Automatic synchronization action
    - Define lead times for the entire workflow
    - Define lead times for each action at design time or runtime
    - Launch a workflow from a remote system
    - Unique request Ids for all the processes
    - Relative request Ids per process and or per year and month
    - Time zone management

    Action assignment methods
    - Manual (the current user selects a user to perform the next action)
    - Automatic using a workflow data which contains the user
    - Self service (the first person who takes the action handles the action)
    - By a coordinator who dispatches
    - By the manager of
    - By the person who did a previous action

    Ready-to-use workflow applications
    - .NET Web form support
    - XML2DB: Export .Net Web form data into one or multiples databases
    - DocApproval: route and approve documents within the web browser
    - DocUpload: upload documents to a process
    - GetUsersFromDir: Query the directory at the runtime to retrieve user list for dynamic assignments and/or e-mail notifications
    - XMLtoDB: Export Web Form data into one or multiples databases
    - XML Transformation: Transform and XML file into another format (EAI)


    Process administration

    Process design
    - 100% web based .Net 2 application
    - Implement workflows graphically without programming
    - Process data management (Text, Numeric, Date, Time, File)
    - Action management (Human, Automatic, Sub-process)
    - Notification management (Customizable event based notifications)
    - Application management (e-Forms, Import/export, Webservices, alerts,etc.)
    - Roles associated to users and/or groups and/or directories
    - Category management (organize processes per category)
    - Display automatic report of process definition with debug feature
    - Compliance with Workflow Management Coalition standards (WfMC)
    - Test workflows on production server

    Process management
    - Organize processes within secured folders for easy decentralization
    - Delegate process administration per folder
    - Import/Export process definition in XPDL (XML based standard)
    - 1 click deployment of processes from development to production server
    - 24/7 process availability: Update workflow definition of live processes
    - Versioning of workflows              
    - Use different status to manage workflows (Active, Test, Archived, etc)
    - Organize workflows in one or multiple categories for the end users
    - Duplicate an existing workflow to create a new one


    Security

    Authentication
    - Active directory authentication (basic or integrated)
    - Applicative authentication (password are managed in a database)
    - LDAP directory authentication
    - Integration with existing Single Sign On system
    - Timeout sessions supported
    - Logout management

    Communication
    - SSL encryption

    Forms
    - Secure access to form fields based upon profile and action
    - Electronic Signature with certificates


    User management

    Directory management
    - Creation of multiple directories (for departments, clients, partners, etc.)
    - Users with more than 20 properties re-usable in the workflows
    - Group management
    - Hierarchy management
    - Query existing directories to dynamically create virtual groups
    - Workflow history management for deleted users
    - Detailed report on users’ activity
    - Replace a user by another one

    Automatic directory synchronization
    - Active directory
    - CSV Text files
    - LDAP native queries
    - SQL (via text files)

    Participant management
    - Create global participants shared by multiple workflows
    - Role based workflow participants
    - Use multiple profiles to grant accesses to the features of the product
    - Define participants as single users, groups, coordinators or directories
    - Enable process supervisors to reassign actions, cancel requests, view statistics


    Data management

    Data persistance
    - Store workflow data (text, numeric, date, time) in SQL server or Oracle
    - Store associated files on the current web server or on a remote file server
    - Database size and network bandwith usage optimized

    Export
    - Export process and form data at anytime at the runtime
    - Documented SQL views to directly query the database
    - Ready to use SQL server DTS job to replicate workflow data into another database

    Backup
    - Standard SQL backup for data stored in the database
    - Standard file server backup for file data


    Statistics and reports

    - Ready to use statistics and score boards with graphics
    - Export to CSV format
    - Generate statistics by using workflow data as criteria
    - Activity reporting per demand, action, process, participant
    - Customizable reports with reporting module and business intelligence tool


    Integration

    Portal integration
    - Integrate ready to use Workflow portlets into your portal via XML RSS technology
    - Add links to third party applications to directly launch workflows
    - Easy launch of a process from an URL
    - Add custom banners to the WorkflowGen end user module with logos and links

    Database integration
    - Export process and form data to databases via SQL commands

    Developer Kit

    - Create web services to handle actions in the workflow
    - Trigger workflows from third party applications
    - Use third party applications in workflow
    - Dynamically generate documents from workflow data
    - Export documents and data to third party applications
    - Export/Import data between workflows and third party applications

    Sharepoint / WSS (2003 and 2007) connectors
    - Embed WorkflowGen portal items in a SPS Web Part
    - Export data from workflows to SPS or WSS lists
    - Export files from workflows to SPS or WSS libraries
    - Trigger workflows from SPS libraries to validate documents

    Adapter for SAP
    - .Net WebService to be used from WorkflowGen processes (import/export of SAP data via SAP transactions calls)
    - .Net assembly to be used within WebForms (to bind listbox, gridviews, etc. with any SAP data via SAP transaction calls) 

    Other integration examples

    - PeopleSoft
    - IBM AS/400
    - Salesforce.com
    - Any backend systems with COM, .NET or webservices like interfaces


    Scalability and Availability

    - Stateless and sessionless web application
    - No server side stay in memory objects
    - File data saved using the file system
    - Database size is small and the network bandwidth usage is optimized
    - Deploy WorkflowGen in a web farm environment with load balancing
    - Use multiple servers for web applications, files and databases