4 min read

Mobile BPM & Mobile Workflow Solutions

By BP Logix on Oct 17, 2018 11:14:21 AM

Topics: BPM BPM software


Just Because You’re Away From the Office Doesn’t Mean You’re Out of the Loop.

Mobile BPM and mobile workflow solutions can undoubtedly give an organization more options as to how the company conducts its business. Processes and workflows require people to make decisions and add information at different points along the way. A process that is making use of all available data will need the input of people who may not necessarily be on-premise, or operating from the same type of device.

Process Director BPM Software is Web-Based and Mobile Friendly

Process Director has always been the mobile BPM solution of choice for meeting the business process management (BPM) requirements of enterprises, mid-sized companies, agencies, and non-profits. These business and IT leaders have moved beyond antiquated workflow tools toward Process Director to automate and improve their critical internal business processes, and have realized the many benefits of doing so.

Increasingly, forward-looking organizations have begun to look for ways to take advantage of cloud-based and mobile technologies to extend their business processes not only more broadly across their own enterprises, but also outward to their customers, partners, and suppliers. Process Director provides the BPM software and workflow software capabilities and features to make this strategic expansion possible.

Process Director mobile BPM and mobile workflow solutions were built with three simple principles in mind:

  • Engage the customer by making it easy for her to communicate her problems and expectations, and for you to acknowledge them.
  • Embrace the customer by enabling him to participate directly in business processes you have designed for them.
  • Extend the cloud into your work environment by integrating popular cloud services within your workflows.

Process Director empowers users with mobile devices such as tablets, laptops, and smart phones to participate fully in your organization’s workflow processes.

Using your mobile device, you can:

  • Review, complete, and submit forms
  • View dashboards and reports
  • Attach photos or record GPS data to forms
  • Complete tasks via email while offline

Mobile BPM and Mobile Workflow Solutions For Field Service and Inspections

For management: Real-time visibility and transparency

  • Configurable, rules-driven workflow, Corrective/Preventative Actions (CAPA)
  • Real-time geolocation tracking
  • Configurable UI/UX: reports, forms, charts, and more.
  • Easy information sharing
  • Robust data and user security
  • Real time integration with enterprise applications (e.g. ERP, CRM).
  • Mobile-ready
  • Offline information capture
  • Custom searches, fully accessible history

For field staff: Fast and easy data capture, wherever you are

  • Intuitive user interface, whether using tablet, smart phone, or desktop
  • Broad mobile data collection, including photos, video, location
  • Automated rules-driven distribution of collected data
  • Maps integration for easy route planning
  • Offline data collection, routed automatically when back online
  • Capture live customer signatures
  • Email integration for alerts, notices, updated instructions, etc.

Mobile BPM Example: Field Service and Inspections at the City of West Allis

The City of West Allis (Wisconsin), uses Process Director and its mobile BPM and mobile workflow solutions to manage a variety of processes that can best be accomplished by employees in the field. Building inspections are among the most time-consuming processes that City employees must regularly manage.

Jim Jandovitz, the Director of Information Technology and Communications, fully knows the value of the field service management software solutions that Process Director provides. He said, “If we only saved five minutes per inspection we would be saving tens of thousands of dollars per year. With building inspections alone we can anticipate saving almost 3,000 hours or 1.78 positions. And, as people retire we won’t be filling those positions which is an additional cost saving.”

Learn more about how the City of West Allis is accomplishing financial savings and efficiency improvement with field service and inspections. Read the Customer Story.

Mobile Devices

Process Director mobile BPM and mobile workflow solutions support most mobile devices, including Apple and Android smart phones and tablets, and Mac and Windows laptops. eForms are responsive and will automatically adjust themselves to match smaller form factor devices like smart phones; additionally, you can directly manipulate the way your form is presented on various devices for a fully customized experience. There's no need to download yet another app: Process Director mobile BPM solutions works with the browser your mobile device already has.

Even though it runs in your browser, Process Director can takes full advantage of your mobile device's unique features. Snap a photo to attach to a workflow, or record your GPS location information at the click of a button. Process Director's mobile workflow management features are perfect for:

  • Audits
  • Inspections
  • Clinical Patient Visits
  • Field Service Work
  • and more...
BP Logix

Written by BP Logix

BP Logix helps leaders in regulated industries transform the way they get work done with powerful digital process automation. Our award-winning, low-code platform, Process Director, helps businesses digitize and automate their most complex and unique processes – all while ensuring compliance at every step. We are trusted by major brands in regulated industries, including universities and colleges, Fortune 500 pharmaceutical and manufacturing companies, leading financial institutions, utility providers, healthcare organizations, and public sector entities.