Get started with Business Process Manager

Business Process Manager, or BPM, is a powerful tool for transforming processes into structured templates and efficiently managing team performance, making it essential for constructing and executing business procedures.

Take, for instance, the onboarding process in any organization. When new employees follow a well-defined plan, operations run smoothly. This process can be initiated repeatedly, ensuring consistent execution for every employee.

We introduce a proven approach, “The 5 Key Points of Process Building”, designed to empower you with effective methods for developing your processes and workflows.

Let's delve into crafting robust workflows and gaining control over your processes!

Introducing The 5 Key Points of Process Building

These five Points provide a foundational structure for embarking on your journey of building processes.

Points 1 and 2 encompass the fundamental knowledge that everyone must acquire when gaining proficiency in utilizing Business Process Manager. Points 3, 4, and 5 are where you can begin to select the components that align with your unique workflows and specific requirements.

Point 1: Process Definition

This initial phase serves as the cornerstone for establishing every workflow within the Business Process Manager. In reality, these four components encompass all the essentials required to initiate your operations:

Process Template Creation – Gain an understanding of the fundamental building blocks of the Business Process Manager.

Steps and their Settings – Outline and structure the procedural steps.
Conditional Steps – Integrate conditional steps within the main step.
Approvals – Configure approval workflows wherever your process requires authorization.

Here's a valuable tip: Utilize the Preview for Process Template to preview how your process will appear, including the sequential order of steps.

Now is an opportune moment to embark on creating your inaugural workflow, as detailed below.

Now’s a good time for you to start creating your first process template as shown below.

The add-on has built-in free Templates and based on them you can get acquainted with how workflows should be created and go.

Once your step list is prepared, you can systematically delve into each step, adding finer details such as forms and content.

Point 2: Content & Form Elements Integration

As you build upon the foundational workflow created in the previous steps, consider enhancing it by incorporating both content and form elements. These elements serve various purposes within your workflows:

Form elements – Gather data within your Process Runs.
Content elements - Elevate the visual appeal and user-friendliness of your workflows.

By combining content and form elements strategically, you can create more effective and efficient workflows that not only convey information effectively but also collect and process data seamlessly.

Point 3: Conditional Logic Implementation

An essential phase in your process involves implementing conditional logic to unveil distinct pathways based on the gathered information.

Conditional Logic – Formulate process routes for when/then scenarios.

Point 4: Team Collaboration and Customization

Business Process Manager is all about fostering teamwork and optimizing your team's productivity. Utilize some or all of the features listed below to tailor your workflows and make them uniquely yours.

Build teamwork right into your processes:

Project Appointment - Determine the placement of each step.
Task Assignments – Assign particular individuals or groups to tasks within your workflow.
Task Blocker – Enforce the order of tasks and streamline hand-offs.
Dynamic Due Dates – Create automated and adaptable timelines.
Submission action - Automatically progress tasks through statuses on your board.
Prefill fields - Populate task fields with pre-existing descriptions or labels.

Get your team up and running:

Restrictions – Determine who can view or edit each process template.

Stay informed and prioritize your tasks:

Reports – Monitor progress across tasks assigned to you, your team, and your entire organization.

Point 5: Automation Integration

Automations alleviate some of the manual effort involved in executing your workflows. They save time by minimizing repetitive tasks, enhance precision and efficiency, and contribute to streamlining your overall business operations.

Scheduler – Schedule Workflow Runs to commence automatically for both recurring and one-time events.
Start URL – Generate new Workflow runs with a single click from any location, including your CRM.
Start Now - Initiate Workflow Runs immediately.