Upcoming bpm'online releases

Upcoming bpm'online releases

Have a peek at what future bpm’online releases have to offer. Please note that features described here are currently a work-in-progress. Any specifics, such as user interface, graphics, captions, etc. are subject to change.

If you are looking for information on the latest available bpm'online version, please see bpm'online release notes.

 

bpmonline designerBpm’online studio free

New product: Bpm’online studio free

 

We are hard at work on a completely new product for business analysts - bpm’online studio free. This product will enable you to design, document and share business processes in a functional, accessible and unified ecosystem, perfect for any business process-related task, from sharing your personal business process expertise to developing end-to-end corporate business processes and internal regulations.

Process designer
Process library
Process map

Bpm’online studio free primary features will include:

  • Visual process map. A process map visually interprets the high-level structure of the company’s existing business processes, their interactions with other processes and external factors. Process maps can include business processes (process diagrams or planned processes) or other process maps.

  • Process playback mode. Interactive demonstration of actual process flow will help speed up training of employees who work with a new business process. Using a special toolbar, a user can go through the key points in the process flow and read detailed comments for each element.

  • Interactive environment for business process specialists. You can publish your business processes as interactive diagrams for preview on third-party sites. The previews will remain linked to the corresponding business process in bpm’online studio free: if the process diagram is modified, the preview will be updated as well.

  • Seamless implementation of designed business processes in bpm’online products. Bpm’online studio free will be integrated with other bpm’online products. The integration will enable conversion of any business process diagram in the bpm’online studio free to an executable business process in another bpm’online product.

icn_marketing.pngBpm’online marketing

Content Designer

 

The Content Designer will be expanded and revamped:

  • The Content Designer will feature two tabs: “Design” and “Headings and preview”. The Content Designer UI will be updated.

  • We will add an ability to set up email headings depending on the dynamic content template option.

  • For instance, users will be able to specify different headings for dynamic content aimed at female and male recipient segments.

  • We will add an option to save the template without closing the Content Designer.

  • We will add a “Select from lookup” button for easy creation of new email templates based on those that already exist in the “Email templates” lookup.

  • Template errors and warnings will display in a convenient way, without opening any additional dialogs during the template validation.

New Content Designer interface

Bulk and trigger emails

 

The UX of the [Email] section will be improved.

  • Editing of email headings will be disabled; email headings will be available for editing in the Content Designer.

  • The “Preview” area will be expanded and made more convenient.

New email section page

icn_mobile.pngCustomer database management tools

Deduplication

 

The improved search for duplicates will prevent creation of duplicate records for better management of the customer base. New features:

  • Search for duplicates by custom columns when saving records. For example, you can configure the search for contact duplicates by SSN.

  • Notifications about similar records when entering data.

  • Duplicate search when adding data, even if the user does not have access permission to all records.

  • Duplicate search in case of partially matched records.

icn_mobile.pngMobile application

Contact number auto-detection

 

When receiving incoming calls, mobile app users on iOS will be able to auto-detect phone numbers of bpm’online contacts who are not in the device’s phone book.

Approvals

 

We will enable approval functionality for mobile apps. Approvals generated in bpm’online primary application will be visible in your mobile device and you will be able to approve or reject opportunities, invoices, documents, and other records using push-notifications.

icn_integrations.pngIntegrations

Rules for automatic linking of emails

 

A number of pre-set rules for linking emails to bpm’online opportunities, orders, leads and cases will be added. For example, if an email was received from a customer who has an open opportunity, and the current user is a member of the opportunity team, the email will be linked to the corresponding opportunity. The rules will be available in the [Opportunities], [Orders], [Leads] and [Cases] sections. The setup process for custom linking rules will be simplified. Linking rules can be individually enabled or disabled for each mailbox.

icn_dcm.pngCase management

Case log

 

The new log will enable tracking the progress of case instances. The case log will save case launch and execution history for each case instance, stage and step. Each case instance will contain information on the time when the case was initiated, what stage is the case on now, who and when transitioned between the stages and who performed the case steps. Additionally, you will be able to resume or cancel case instances directly from the case log.