Claromentis™ Process Manager

Cutting-edge Technology

Claromentis Process Manager solutions use the Claromentis InfoCapture tool, as well as leveraging the state-of-the-art business applications and collaboration tools within the Claromentis Framework, to provide automatic web-based workflows for optimum process efficiency. Typical workflow solutions may incorporate the following functionality:

Electronic Forms

The Claromentis Infocapture tool provides e-form functionality to automate information capture and transfer processes within organizations.

E-forms are electronic forms that respondents can complete and submit online. Using the Claromentis InfoCapture tool, organizations can create their own custom-designed e-forms to capture required information and distribute this data as appropriate - either to relevant individuals within the organization or to external third parties.

Using the simple web-based interface, administrators can create e-forms to support unique processes within their organization. Almost every aspect of the e-forms is customizable - from the layout, and the data fields, to the formatting used to make the form look cosmetically pleasing.

E-forms can be edited at any time, by any designated administrator, ensuring that they are easy to keep up-to-date, and conform to the latest business requirements.

Notifications

Automatic e-mail or instant messages can be sent to one or more individuals at key stages in the process, to request information, provide notification of imminent events, or request approvals.

Using pop-up messages and web-mail functionality provided within the Claromentis Portal environment, automatic notifications and alerts can be configured to support business processes - reminding users about scheduled events or delivering authorization requests, for example.

In addition, integration with the Claromentis InfoCapture tool delivers powerful process automation features. Notification templates can be set up to include key information that has been entered into an e-form by a respondent, and distribute that data to the people that need it.

Based on the values entered into key fields in an e-form, Claromentis InfoCapture can also trigger notifications. For example, if the budgetary amount on a purchase order request e-form is above a certain level, a notification may be sent to a senior manager to confirm approval before the request can be authorized.

Creating Business Value

Claromentis Process Manager solutions can help companies to work more effectively. Automated workflows support collaboration, reduce errors and increase productivity for smart, efficient working. In addition, fully traceable approval trails increase accountability and minimize compliance risk.

Typical scenarios include the following:

Help desk

An ITIL compliant solution that fully supports service level agreements.

Change management

Change requests are submitted by employees and routed to authorized personnel for approval, enabling managers to control the change process.

Corporate travel

Employee travel requirements are automatically submitted to an external travel agency. Once the agency has provided costs to the employee's line manager for approval, it must wait to receive automatic notification of his or her approval before going ahead and making the travel arrangements - enabling the manager to keep control of travel expenditure.

New hire process

A comprehensive solution that manages the entire employee induction process. This can incorporate the allocation of facilities such as telephones and network resources, set up of briefing meetings, and the provision of relevant company information as well as access to policies and procedures - ensuring the new employee is welcomed efficiently and becomes an effective contributor as fast as possible.

Purchase order approvals

Line managers automatically receive their teams' purchase order requests for approval subject to the amount and the line manager's spending authority. Once approved, the Accounts department is automatically notified and the total is deducted from the team's budget to avoid over-expenditure.