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BPA Workflow provides data flow logic like other workflow
tools. More than that, it provides real form management unlike
many SharePoint workflow tools.
BPA Workflow generates a standard web form including field
permissions and instructions for end users. The generated form
can be used in a non-SharePoint environment.
Form data can be retrieved from or pushed to SharePoint lists
or external databases.
BPA Workflow generated forms are a way more flexible than
standard SharePoint lists. They are compatible with SharePoint
Services or SharePoint Foundation. No need of Form Services.
Here are two examples.
Issue tracking process:
This typical quality management process will track issues and
their related follow-up actions like improvement or corrective
actions.
An end user will declare an issue in an intelligent form. All
instructions are available to fill in fields. Only useful data
is displayed. Other fields are hidden or in read-only. The end
user just needs to click a button to save or validate his issue.
Data will be saved in SharePoint.
The concerned people for the next step are automatically
alerted and will be able to display the workflow summary page.
Optionally the concerned people can display the details of the
previous steps. When starting your job, the form opens with the
useful fields. And so on…
The workflow form can retrieve or push data in many
SharePoint lists. This is very useful for this cross-list
workflow.
Helpdesk process:
BPA CRM & Workflow will perfectly meet your needs for a
complete helpdesk management tool.
BPA CRM is the tool to track cases and display all related
activities and documents. BPA Workflow is the tool to manage the
helpdesk process logic.
In this example we will mainly manage cases, experts and
solutions. Once a case is registered the end user data is
automatically retrieved from Active Directory.
Based on user location and language BPA Workflow will push
the request to the right experts in the same time zone and
having the right competencies.
The case will be automatically redirected to other experts if
not treated after a fixed time frame.
Once a case has been closed a solution will be appended. This
way a shared knowledge base is available for end users or
experts.
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