Documentation

bpm'online studio
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Introduction

Bpm’online studio is a foundation for creating custom solutions on bpm’online platform. It is best suited for medium and large businesses, as well as system integrators and developers of bpm’online solutions. Bpm’online studio can be used to handle a large range of tasks. These tasks can be grouped into a number of functional blocks.

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Base configuration

Core functions

Sections

Integrations

Phone integration

Mobile application

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System designer

System designer

Section wizard

Detail wizard

Workplaces setup

Data import

Users and roles management

Analytics setup

Mobile application wizard

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Business process management

Process designer

Process log

 

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Case management

Case designer

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Capability for expansion

Get extensions and templates

Ask questions and get answers

 

Business process management (BPM)

Use the built-in business process modeling systems to automate your processes of any complexity.

The process designer lets you create business process in BPMN notation.

The [Process log] section will provide tools for business process monitoring and analysis. You can view each process instance as a diagram, check which process steps have completed and stop any business process.

The dashboards of the [Process log] section provide analytical tools for keeping track of business processes in your company.

Process designer

Process log

Case management

Use the case designer to automate unstructured business processes. These “case” processes are best used if the case goal can be achieved in a number of ways that may change during the course of the process and cannot be foreseen.

Case designer

System designer

Bpm’online studio has all necessary tools for creating and configuring the application. All configuration tools are available in the system designer.

Create and edit sections, set up section and page properties using the section wizard.

To add new details or edit existing ones in the sections, use the detail wizard.

Set up appearance by uploading your corporate logos, change the color of the section panel, set up workplaces for different types of users.

Use data import to quickly populate the database with initial information.

Generate company organization structure, add users, set up functional roles and access permissions.

Set up analytical reports and dashboards in the [Dashboards] views and the [Dashboards] section.

Use the mobile application wizard to set up the mobile app of your custom configuration.

Advanced settings area of the system designer provides access to development tools.

System designer

Section wizard

Detail wizard

Workplaces setup

Data import

Users and roles management

Analytics setup

Mobile application wizard

Base functions

Bpm’online studio comes complete with all core functions that make a strong foundation for any custom bpm’online configuration bpm’online studio. Use core functions to manage the organizational structure of the customer company, provide detailed information about employees, plan working hours, meetings and activities.

The core functions include the [Employees], [Contacts], [Accounts], [Activities], [Feed] and [Dashboards] sections, communication panel and email, as well as analytics and filters.

Integrate with MS Exchange and Google email clients and telephone systems to use all advantages phone integration in bpm’online. Connect social networks and the Single Sign-On technology.

Configure mobile applications to work on the portable devices to access your custom configuration on the go, during meetings and presentations.

Core functions

Sections

Integrations

Phone integration

Mobile application

 

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