bpm modules

Modules & Features

All EPC modules have the same look and feel; while they are powerful and feature-rich, they are designed for simplicity for the business user. Processes and related information (roles, resources, assets, org. units, documents, risks, controls, rules, services, and master data) are stored as “objects,” so that all information is reusable and centrally managed for easy ongoing maintenance. Users simply associate one object with another as they model their processes – for instance, an application with a task or a resource with a role – and the system can then automatically generate multiple views of the object relationships, including Swimlane transitions, value-stream Flatmaps, and views for impact analysis.

Security, version control, approval cycles, subscriptions, RACI assignment, and general attributes apply to all objects, and administrators can also create custom, object-specific attributes. Once modeled, any process and all related information can be deployed to the EPC Workflow engine for end-to-end human and system-centric process automation. The Advanced Reporting module then allows you to track historical trends and monitor real-time data with customizable reports and dashboards.

Process Module Process ModuleOrganization Module Organization Module
Documents Module Documents ModuleRules Module Rules Module
Controls Module Controls ModuleRisks Module Risks Module
Services Module Services ModuleMaster Data Module Master Data Module
Workflow WorkflowBusiness Intelligence / Advanced Reporting Business Intelligence / Advanced Reporting

Process Module

  • Intuitive drag-and-drop process modeling
  • Visualize department, role, asset, and resource hand-offs with automated Swimlane diagrams
  • Manage processes within a hierarchical framework and generate end-to-end value-stream views of company processes
  • Create process references to standardize frequently-used processes for simplified maintenance
  • Perform Process Analysis - See where improvement can be made
  • Automatically generate customizable Process Books for detailed process documentation, SOPs, user guides, and audit reports
Swim Lane

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Organization Module

  • Model your organizational hierarchy and view flexible org. charts
  • Define roles and responsibilities with the RACI framework
  • Manage IT systems, machinery, and other assets
  • Sync resources automatically with Active Directory and leverage single sign-on for simplified user access and IT security management
Organization Chart

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Documents Module

  • Link documents directly to specific tasks and processes; open documents directly from hyperlinked process maps
  • Associate documents with any other EPC object (e.g. link job descriptions to roles or regulations to controls and rules)
  • Track and manage changes with the EPC’s version control and audit trails
  • Automate serial and parallel approval cycles
  • Manage security and permissions by group, role, or user
  • Utilize the EPC’s full-text search to locate any material linked in the EPC, including in documents stored and managed in external databases
Advanced Search

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Rules Module

  • Standardize rules and implement them directly on processes and tasks to enforce company policy
  • Document the source, history, and examples of each rule
  • Associate rules with their respective regulations for ongoing compliance tracking as requirements change
  • Determine rule type and model operations, definitions, and constraints
  • Deploy the Workflow module to automate your rules using EPC decision-table rules engine
Decision Table

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Controls Module

  • Associate controls with risks to calculate residual risk and to determine priority levels for corrective actions
  • Reuse the same centrally-managed control to mitigate
  • Identify key controls; clarify objectives, determine COSO components, control frequency, and assertions
  • Assign ownership of controls with the RACI framework
  • Highlight key controls on process maps to communicate control objectives to end-users
  • Deploy the Workflow module to automate and monitor your control audits
Controls Module

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Risks Module

  • Determine “Impact” and “Likelihood” values to calculate Gross Risk scores with the EPC’s Risk Matrix
  • Manage risks by type (financial, technological, environmental, etc.) and assign clear ownership using the RACI framework
  • Automatically calculate Residual Risk Scores and priority levels with controls linked directly to risks
  • Associate risks with processes and tasks to maximize end-user risk awareness
Web Map

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Services Module

  • Define entity In / Out values
  • Specify discrete URLs to call web-services
  • Associate services with their respective applications and tasks
  • Conduct impact analysis to understand the effect of a change to a service on your processes
  • Deploy the Workflow module for service orchestration
Services Module

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Master Data Module

  • Import database schemas from external applications/databases (ERP, CRM, Legacy, etc.)
  • Standardize and reuse data definitions across applications and eForms (Entities, Attributes)
  • Clarify the flow of master data across tasks and processes (inputs / outputs)
  • Drag-and-drop data definitions directly into the eForm designer for automated data binding
  • Transfer data definitions to third-party systems through industry-standard XSD
PR Form

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  • Execute in industry-standard BPMN
  • Robust, open, and scalable architecture
  • On-the-fly process editing for case management
  • Leverage PDF eForms to maximize end-user acceptance with familiar document formats
  • Use eSignatures to eliminate printing requirements and maximize efficiency
  • Integrate with e-mail servers for simplified user task assignment and completion
  • Leverage extensive trigger, timer, deadline, escalation, and error-handling actions
  • Complex rule execution with the EPC’s decision-tables / rules engine
  • Pre-defined integration-centric actions and web-services for simplified system integration
  • Maintain industry standards with XPDL and BPEL import / export
  • Advanced process metrics for increased visibility and better decision-making

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Business Intelligence / Advanced Reporting

  • Scheduled and / or event-driven automatic report generation for real-time monitoring
  • On-the-fly report generation with run-time data prompts and filtering provides audience-specific reports
  • More than 50 out-of-box reports and dashboards cover your basic business needs with no IT support required
  • Drag-and-drop report creation and customization designed for ease-of-use for non-technical users
  • Flexible PDF, XML, HTML, and Excel (CSV) outputs
  • Color-coded visuals of KPI, KRI, and KCI thresholds
  • Dashboards and reports with drill-down capabilities for both high-level views and specific detail for improved decision-making
  • Complex rule execution with the EPC’s decision-tables / rules engine
  • Centralized, secure, web-based access by user or role
Decision Making

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Next Steps

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