Process Director is a cloud-hosted BPM solution that manages, automates and reports on your critical tasks to make teams and individuals more productive. It delivers workflow automation through electronic forms processing, business rules engine, workflow, reporting dashboard, business activity monitoring, content management, web portals, application integration and an embedded SDK.
- Design, deploy and route electronic forms for review and approval.
- Model, deploy, and manage workflow processes in a point-and-click UI.
- Create reusable business rules for your forms and processes.
- Review archived information about activities, including time-stamped approval decisions.
- Build reports, graphs and dashboards in Knowledge Views.
- Enable complete application control via Web Services.
- Cloud hosted BPM solution with per user/form/workflow pricing available.
- Integrate with third-party apps i.e. ERP, HR and CRM systems.
- Access Process Director from any browser, OS or mobile device.
- Process Director supports authenticated and anonymous users and uses SSL.
- Build forms and model workflow processes – no coding required.
- Improve efficiency by reducing paper handling and manual routing.
- Reduce errors and miscommunication with eMail notifications and dashboard reports.
- Compose linear business processes in a traditional flowchart model.
- Model non-linear business processes with Process Timeline™.
- Electronic and digital signatures.
- Web-based and mobile friendly.
- SSL encrypted and firewall-friendly.
- Process Director named in 2017 Gartner Magic Quadrant for iBPMS.
£8 to £35 per user per month
ePartner Consulting Ltd
03300 100 000
|Software add-on or extension||No|
|Cloud deployment model||Public cloud|
|Email or online ticketing support||Email or online ticketing|
|Support response times||
In accordance with our SLA, we respond within four hours. In reality though, requests for support are responded to within minutes of the initial notification (via eMail or telephone).
We do not offer technical support at weekends.
|User can manage status and priority of support tickets||No|
|Phone support availability||9 to 5 (UK time), Monday to Friday|
|Web chat support||Web chat|
|Web chat support availability||9 to 5 (UK time), Monday to Friday|
|Web chat support accessibility standard||None or don’t know|
|How the web chat support is accessible||Through our web site|
|Web chat accessibility testing||N/A|
|Onsite support||Yes, at extra cost|
As part of the agreement, you will have access to our Platinum level of support and maintenance. This includes:
- Unlimited telephone and eMail technical support for the duration of the framework.
- Priority on-site engineer visits (additional charges apply).
- Priority booking for scheduled training (additional charges apply).
- Maintenance releases for your process management software.
- Version upgrades included on selected software products.
- Remote access problem diagnosis and resolution (remote access required).
- Remote server maintenance (remote access required).
- Mirror system stored at our Head Office for testing and backup.
In accordance with our SLA, we respond to support requests within four hours. In reality, requests for support are responded to within minutes of initial notification. Our office hours in England are 09:00 – 17:30 GMT/BST Monday to Friday. We do not offer technical support at weekends or bank holidays.
Technical support and maintenance is included FOC.
In all scenarios, the client will have a single point of contact assigned to their account.
|Support available to third parties||Yes|
Onboarding and offboarding
We provide comprehensive user training, user manuals and technical support.
Our training courses aim to transfer to students the skills needed to implement and administer Process Director workflow software through lecture and hands-on exercises. In these courses, students will create a process (including workflows and/or Timelines™, eForms, and Knowledge Views), and learn how to search and report on data.
Our user manual offers a step-by-step guide to working with Process Director including how to build an electronic form (eForm), workflow and Knowledge View. The manual also covers basic administration for building user profiles, configuring the home page, using the navigation tool and more.
As part of the agreement, you will have access to our Platinum level of support and maintenance. This includes: unlimited telephone/eMail support, maintenance releases, version upgrades, remote access problem diagnosis and resolution, remote server maintenance and a mirror system stored at our main office for testing and backup. In accordance with our SLA, we respond to support requests within four hours. In reality, requests for support are responded to within minutes of initial notification. The cost of technical support and maintenance is included FOC.
|End-of-contract data extraction||If part of the contract, we will provide data to the client in an agreed format.|
The Process Director software and technical support and maintenance is included as part of the contract.
Training courses, development and consultancy are an additional cost. Please refer to our SFIA Rate Card.
Using the service
|Web browser interface||Yes|
|Application to install||No|
|Designed for use on mobile devices||Yes|
|Differences between the mobile and desktop service||Mobile interfaces can automatically reformat content to improve usability|
|Accessibility standards||WCAG 2.0 AA or EN 301 549|
|Accessibility testing||Process Director is accessible by web browser and work on all modern browsers, including mobile devices/tablets. BP Logix have conducted extensive user testing.|
|What users can and can't do using the API||
BP Logix provides a fully-functioning Software Development Kit (SDK) for Process Director that enables complete application control via Web Services.
Not only can Process Director be directly controlled by locally developed business applications but, in addition, most features and behaviours of Process Director can be modified using the SDK, with no fear of obsolescence.
Future releases of Process Director are backward-compatible. Clients SDK-based customisations are always safe.
|API documentation formats||
|API sandbox or test environment||Yes|
|Description of customisation||Most features and behaviours of Process Director can be modified by clients using the Software Development Kit (SDK), with no fear of obsolescence. Future releases of Process Director are backward-compatible. SDK-based customisation's are always safe.|
|Independence of resources||Additional infrastructure can be deployed as needed.|
|Service usage metrics||Yes|
Knowledge Views enable business users to build flexible reports, graphs and dashboards - without the assistance of IT.
Graphical views and management dashboard reports provide visibility into how business processes are running. Process Director tracks and audits each workflow process, electronic form and user action which enables auditors to look up old processes and know exactly who did what and when it was done.
Real-time reporting integrated with Microsoft Excel
Report scheduling and distribution
Task Lists, identifying actions currently assigned to a given user
Content Lists, offering the ability to navigate through definitions or instances of running processes
|Supplier type||Reseller providing extra features and support|
|Organisation whose services are being resold||BP Logix|
|Staff security clearance||Other security clearance|
|Government security clearance||Up to Developed Vetting (DV)|
|Knowledge of data storage and processing locations||Yes|
|Data storage and processing locations||United Kingdom|
|User control over data storage and processing locations||Yes|
|Datacentre security standards||Managed by a third party|
|Penetration testing frequency||Less than once a year|
|Penetration testing approach||Another external penetration testing organisation|
|Protecting data at rest||
|Data sanitisation process||Yes|
|Data sanitisation type||Deleted data can’t be directly accessed|
|Equipment disposal approach||In-house destruction process|
Data importing and exporting
|Data export approach||
We support a wide variety of industry standard export formats, including:
Comma Separated Values (CSV), Extensible Mark-up Language (XML), Microsoft Excel and Access, SPSS .SAV files, ODBC for Microsoft SQL, Oracle, MySQL etc.
|Data export formats||
|Other data export formats||
|Data import formats||
|Other data import formats||
|Data protection between buyer and supplier networks||TLS (version 1.2 or above)|
|Data protection within supplier network||TLS (version 1.2 or above)|
Availability and resilience
|Guaranteed availability||We have the flexibility to provide a SLA to meet our clients specific needs.|
|Approach to resilience||There is a mirror of data between two locations. Further information available upon request.|
|Outage reporting||Outages are reported via eMail alerts and our service desk.|
Identity and authentication
|User authentication needed||Yes|
|Access restrictions in management interfaces and support channels||Access to all systems are at least password protected (with password policies applied). Back-end access is restricted to known IPs and secure VPN connections.|
|Access restriction testing frequency||At least every 6 months|
|Management access authentication||
Audit information for users
|Access to user activity audit information||Users have access to real-time audit information|
|How long user audit data is stored for||User-defined|
|Access to supplier activity audit information||Users have access to real-time audit information|
|How long supplier audit data is stored for||User-defined|
|How long system logs are stored for||User-defined|
Standards and certifications
|ISO/IEC 27001 certification||No|
|ISO 28000:2007 certification||No|
|CSA STAR certification||No|
|Other security certifications||Yes|
|Any other security certifications||
|Named board-level person responsible for service security||Yes|
|Security governance certified||No|
|Security governance approach||We have defined procedures in place, constantly reviewed and audited.|
|Information security policies and processes||We have defined procedures in place, constantly reviewed and audited. Our quality management is ISO 9001: 2015 certified.|
|Configuration and change management standard||Supplier-defined controls|
|Configuration and change management approach||We have internally defined procedures in place, continually reviewed and audited.|
|Vulnerability management type||Supplier-defined controls|
|Vulnerability management approach||We employ skilled professionals who monitor a variety of resources and are skilled and command resources to deploy patches as quickly and flexibly as any given risk demands.|
|Protective monitoring type||Supplier-defined controls|
|Protective monitoring approach||We have round the clock monitoring both internally and from 3rd parties. We are notified of issues immediately and can respond as quickly as the issue demands.|
|Incident management type||Supplier-defined controls|
|Incident management approach||We have a service desk, that is accessible via phone or eMail. We pride ourselves on a quick and flexible response and ensure our customers get a better than expected service.|
|Approach to secure software development best practice||Conforms to a recognised standard, but self-assessed|
Public sector networks
|Connection to public sector networks||No|
|Price||£8 to £35 per user per month|
|Discount for educational organisations||No|
|Free trial available||No|
|Pricing document||View uploaded document|
|Skills Framework for the Information Age rate card||View uploaded document|
|Service definition document||View uploaded document|
|Terms and conditions document||View uploaded document|