- Web-based application and mobile web app
- Personalized display of information on the start page
- Flexibly configurable start page with news display
- Extensive workflow functions
- Rich text editor with extensive text formatting for fonts, images, videos etc. for processes, procedures and knowledge base
- Catalogs and contact management with import function (CSV / XLS)
- Reporting functions with diagrams and lists for processes, documents and procedures and sharing reports with other users
- Full text search with autocomplete
- Read and editing rights
- SAML 2.0 - Support (Security Assertion Markup Language) for the authentication (single sign-on) of users in the cloud application.
- Single sign-on with MS Azure and user synchronization and transfer of organizational units with MS Azure Active Directory (AD) possible
- As a security setting for the cloud application, you can set which IP addresses (IP filters) are allowed to access the application.
- Import of users and org. units
- As a security setting for the cloud application, you can set which IP addresses (IP filters) are allowed to access the application.
- Multilingual interface
- Automatic translation - suggestions for the translation of content for available languages at DeepL (requires an DeepL API account)
- International format for date and time can be set centrally for the application
- Adjustable company color and logo in the application header
- Audit trail for logging the publication, withdrawal and deletion of processes and documents, signed workflow steps and repeated incorrect password entry
- Mobile web app for process descriptions, documents and procedures
Web-based application and mobile web app
Personalized display of information on the start page
Flexibly configurable start page with news display
Extensive workflow functions
Rich text editor with extensive text formatting for fonts, images, videos etc. for processes, procedures and knowledge base
Catalogs and contact management with import function (CSV / XLS)
Reporting functions with diagrams and lists for processes, documents and procedures and sharing reports with other users
Full text search with autocomplete
Read and editing rights
SAML 2.0 - Support (Security Assertion Markup Language) for the authentication (single sign-on) of users in the cloud application.
Single sign-on with MS Azure and user synchronization and transfer of organizational units with MS Azure Active Directory (AD) possible
As a security setting for the cloud application, you can set which IP addresses (IP filters) are allowed to access the application.
Import of users and org. units
Multilingual interface
Automatic translation - suggestions for the translation of content for available languages at DeepL (requires an DeepL API account)
International format for date and time can be set centrally for the application
Adjustable company color and logo in the application header
Mobile web app for process descriptions, documents and procedures
- Modeling of processes and process maps directly in the browser
- Supports BPMN notation and modeling with Swimlanes
- Automatic validation of modeling rules
- Horizontal and vertical modeling
- Definition of templates or layout templates for process models
- Configurable symbol palette
- Definition of standard layouts for shapes
- Inserting user-defined shapes / symbols as graphics
- Linking processes and tasks with organizational units and roles
- Mapping of process hierarchies and linking of process models
- Reusability of stored objects (similar to a glossary)
- Copying objects
- Automatic numbering of tasks in the process model
- Automatic checking of inputs and outputs (consistency check)
- Versatile coverage of regulations and standards
- Alignment lines facilitate modeling
- Generation of process descriptions from the process model
- Mini icons show the next process steps for the quick insertion of symbols
- Presentation of all necessary information such as persons responsible, documents, standards, key figures, inputs, outputs, risks, etc. for the process
- Artifacts such as data objects, documents, key figures and risks can be represented in the properties of the tasks in addition to the representation in the process model
- Videos can be uploaded or linked
- Central catalogs for standards, terms and abbreviations
- Free definition of user-defined fields
- Simulation of throughput times and processing times and determination of process costs
- Import and export of .bpmn files and processes
- Processes can be exported collectively as a PDF
- Versioning of processes
- Graphical version comparison and display of changes
- Automatic notifications of changes to process users
- Approval workflow for obtaining approvals and automatically publishing processes
- Obtaining read receipts from process users
- Time limit for approvals (validity period)
- Assignment of RASCI responsibilities in the process model and RASCI report
- Report for the display of interactions (inputs / outputs)
- Report on the assignment of standards and requirements to processes
- Personalized display of processes and targeted display of processes for your own org. unit and role
- Quick access to processes via favorites and assigned processes
- Display of new processes on the start page
- Key figure management with the recording of target and actual values of key figures. Actual key figures can be recorded automatically for workflows.
- Graphical representation of key figures with target and limit values
- Individual and standard reports with Excel export function
- Reports for processes can be distributed by e-mail on a time-controlled basis and can be shared with other users.
- Comment function and feedback workflow for improvements
- Multilingual processes and processes are to be exported and imported for a language service
- Read and edit rights for processes per org. unit and group with adjustable inheritance to subgroups
- Check-in and check-out for direct editing of documents
- Create documents via drag and drop from Windows Explorer, also with automatic transfer of multiple documents
- Documents can be called up as an attachment in the database or as a hyperlink
- Create document folders
- Importing metadata from documents
- Export documents as a ZIP file
- Automatic numbering per document type
- Individual document types can be defined
- User-defined fields for the document properties
- Document templates with placeholders for name, version, approvers, etc.
- Automatic generation of PDFs from Word files
- Version management
- Version comparison for word-based file attachments
- Publishing documents with and without approval workflow
- Approval workflow for obtaining approvals and automatically publishing documents
- Automatic notifications of changes to document users
- Obtaining read receipts from document users
- Full text search also within the documents
- Personalized display of processes and targeted display of processes for your own org. unit and role
- Quick access to processes via favorites and assigned processes
- Feedback workflow for document improvements
- Management of multilingual documents
- Read and edit rights for folders and documents per org. unit and group with adjustable inheritance to subgroups
- Organizational chart creation with mapping of the organizational structure
- Managing organizational units, roles and persons
- Display of personal photos in the organization chart
- Search for organizational units, groups, roles and persons
- Display of sub-organigrams
- Recording of knowledge entries
- Categorization in folders
- Full text search
- Linking entries and categories
- Multilingual display of knowledge entries
- Read and edit rights for categories and entries
- Simple modeling of workflows
- Free design and configuration of masks and fields
- Dynamic display of fields based on rules and authorizations
- Definition of costing and functional fields
- Serial and parallel workflows
- Manual (ad hoc) and automatic workflows
- Import of workflows
- Processes, tasks and approvals are displayed transparently in a task list for each group, role and user
- Notification of new transactions by e-mail
- Processes and tasks can be forwarded to groups, roles and users
- Escalation management and deadline monitoring
- Creation of processes from e-mails
- E-mail client - sending and receiving e-mails for the process
- Text modules for e-mails
- Management of attachments and images and documents as attachments from internal document management
- For requirements from the medical sector, a password request can be made before each electronic signature.
- Entry of a handwritten signature possible
- Access to catalogs when completing a process
- Export of lists and processes
- Import of processes for legacy data transfer
- Import of master data via csv / xls (Excel) - files such as contacts, articles, audit questions etc.
- Representative function
- Evaluations for processes and tasks
- Individual reports as diagrams, lists and cross tables and standard reports
- Reports can be distributed automatically by e-mail on a time-controlled basis and can be shared with other users.
- The lists, values and graphics can be exported to MS Excel®
- Multilingual transaction fields
- Rights per user, authorization profile (role), group and organizational unit for transaction processing
- Rights per user, authorization profile (role), group and organizational unit for transaction processing
Optional
Word Report Designer
- Definition of individual printouts and reports in MS Word. Fields are automatically filled from the database using placeholders. The reports are called up directly in the system.
- For Word reports delivered as standard, this module is only required if the document is to be changed.
Optional
Excel Report Designer
- Creation of individual reports with Excel
- Excel reports can be called up directly in SmartProcess. The Excel reports automatically load the data from the database.
- For Excel reports delivered as standard, this module is only required if the report is to be changed.
Optional
Gantt chart
- Display of appointments from a workflow process as a Gantt chart.
- Dates can be changed by moving a timeline via the Gantt chart.
- Display of an audit program as a Gantt chart