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Detailed Features
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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 |
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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) |
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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 |
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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 |
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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 |
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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 |
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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 |
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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 |
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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 |
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