ePartner Consulting Ltd

Process Director: eForm building, workflow routing, reporting, Business Process Management

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.

Features

  • 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.

Benefits

  • 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.

Pricing

£8 to £35 per user per month

Service documents

G-Cloud 10

766284773159332

ePartner Consulting Ltd

Richard Adams

03300 100 000

richard@epc.co.uk

Service scope

Service scope
Software add-on or extension No
Cloud deployment model Public cloud
Service constraints No
System requirements
  • Process Director is hosted in the cloud (shared/private).
  • No client software or plug-ins required.
  • All browsers are supported, including mobile devices.

User support

User support
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 Yes
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
Support levels 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

Onboarding and offboarding
Getting started We provide comprehensive user training, user manuals and technical support.

Training courses
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.

User manuals
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.

Technical support
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.
Service documentation Yes
Documentation formats
  • HTML
  • PDF
End-of-contract data extraction If part of the contract, we will provide data to the client in an agreed format.
End-of-contract process 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

Using the service
Web browser interface Yes
Supported browsers
  • Internet Explorer 7
  • Internet Explorer 8
  • Internet Explorer 9
  • Internet Explorer 10
  • Internet Explorer 11
  • Microsoft Edge
  • Firefox
  • Chrome
  • Safari 9+
  • Opera
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.
API Yes
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 Yes
API documentation formats
  • HTML
  • PDF
API sandbox or test environment Yes
Customisation available 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.

Scaling

Scaling
Independence of resources Additional infrastructure can be deployed as needed.

Analytics

Analytics
Service usage metrics Yes
Metrics types 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.

Key features

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
Reporting types
  • Real-time dashboards
  • Regular reports

Resellers

Resellers
Supplier type Reseller providing extra features and support
Organisation whose services are being resold BP Logix

Staff security

Staff security
Staff security clearance Other security clearance
Government security clearance Up to Developed Vetting (DV)

Asset protection

Asset protection
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
  • Physical access control, complying with another standard
  • Encryption of all physical media
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 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
  • CSV
  • Other
Other data export formats
  • Extensible Mark-up Language (XML)
  • Microsoft Excel
  • Microsoft Access
  • SPSS .SAV files
  • ODBC for Microsoft SQL
  • Oracle
  • MySQL
Data import formats
  • CSV
  • Other
Other data import formats
  • Extensible Mark-up Language (XML)
  • Microsoft Excel
  • Microsoft Access
  • SPSS .SAV files
  • ODBC for Microsoft SQL
  • Oracle
  • MySQL

Data-in-transit protection

Data-in-transit protection
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

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

Identity and authentication
User authentication needed Yes
User authentication
  • Identity federation with existing provider (for example Google Apps)
  • Dedicated link (for example VPN)
  • Username or password
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
  • Dedicated link (for example VPN)
  • Username or password
  • Other

Audit information for users

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

Standards and certifications
ISO/IEC 27001 certification No
ISO 28000:2007 certification No
CSA STAR certification No
PCI certification No
Other security certifications Yes
Any other security certifications
  • Process Director uses SSL encryption.
  • Integrated support for Windows Active Directory, SiteMinder, SAML, and OAuth.
  • Process Director is firewall friendly.
  • Process Director works with most packet-filtering firewalls and proxy servers.

Security governance

Security governance
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.

Operational security

Operational security
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.

Secure development

Secure development
Approach to secure software development best practice Conforms to a recognised standard, but self-assessed

Public sector networks

Public sector networks
Connection to public sector networks No

Pricing

Pricing
Price £8 to £35 per user per month
Discount for educational organisations No
Free trial available No

Documents

Documents
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
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