Workflow / BPM
| Process Designer | Monitoring | Alerts and Reminders |
| eForm Designer | Reporting | Integration |
Overview
Karomi Workflow / BPM provides a simple yet dynamic application to
automate your business processes.
- Single interface to design and deploy
- Single model to save all process information
- Single paramaterized workflow engine to execute
Process Designer
Process modeling is an important requirement of Business Process Management. Karomi BPM includes a powerful and easy to use graphical Process Designer that makes it easy for developers and business analysts to collaborate on design of business processes.
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eForm Builder
The Karomi Forms Designer allows business users to design rich web forms for users to interact within process actions. The Karomi Form Designer uses a unique web-based and extensible design environment that allows business users to create rich user forms with little to no IT involvement.
- Rich WYSIWYG HTML form editor
- Support for all form inputs — Text, Numbers, Dates, etc.
- Support for repeat tables / dynamic grid
- Built-in support for data lookups, user lookups, document attachments and cascading drop-down lists
- Extensive field Validation support
- Image Embedding
- Excel like formula builder
- Integration of form elements with external data sets
- Auto number generation feature
- Built on XForms standard
- Multi-lingual support
- Easily extensible to add custom events
Monitoring Portal
End users interact with the workflow system through the portal, which is fully customized depending on the user rights and preferences. The user can easily:
- Initiate a new request
- Monitor his on-going requests
- Perform an action that has been assigned to him and forward the eForm.
- Search information on recent, closed or archived requests
- Delegate his actions to a colleague
- View reports, metrics and statistics related to processes
- Get access to content/documents related to the process
Reporting
Karomi's BPM Server offers compelling reporting and dashboard capability. This allows wizard driven design of charts and reports to enable real-time view of business metrics in a self-updating dashboard as well as user designed reports.
- Wizard driven report design
- Support for summary report, matrix report, roll-up report and charts
- Ability to export data to Excel or PDF
- Apply interactive filters to slice-and-dice data
- Personalized to the specific users based on their access rights
- Report drill-down to the process instance data
- Ability to integrate custom reports
Alerts and Notifications
Users participating in a workflow get real time notification during the course of the process. They receive fully customized emails advising them of: actions assigned to them, actions they are requested to assign, requests that have been closed, actions overdue or cancelled. Managers can receive emails at the completion of a certain milestone even if they are not participating in the process.
Email templates can be customized with form data and triggered when a task is overdue, due tomorrow, accepted, rejected, etc. Users can click on the link in the email to access the portal at any time to check the status of their requests via a comprehensive real-time audit trail.
Integration
The Karomi BPM system can be seamlessly integrated into an existing IT infrastructure.
- Existing directories (AD/LDAP) are leveraged through synchronization with user management database.
- Built-in form features enable lookup to external databases for real-time data retreival
- At any stage in the workflow engine, calls to web services or custom wrapper URLs can be configured for real-time data import/export.
- Integration with Karomi Document Management System is built-in to enable storage and management of content / documents uploaded as part of the process