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Process Data Management

Blog: ProcessMate

Definition

The concept of Process Data Management goes beyond Process Management. Typically the concept of processes does not exist without a notion of objects which the processes are carried out for. This, for example, can be:

  • For Sales process, your sales staff would like to keep track of Customer Account (or Lead)
  • Property/Site Survey process should be carried out for your Property/Site object
  • Equipment Servicing/Repair process should be carried out for your Equipment object
  • etc

    This implies that Objects, such as Property or Customer Account, should be documented alongside the processes. Processes should be tied to Objects.

    Process Data Management: keeping track of your Customer Leads and other objects

    Process Data Management: keeping track of your Customer Leads and other objects

    Now that we approach the release 7.0 of ProcessMate, the team is ready to reveal a revolutionary feature of ProcessMate: Process Data Management (also called Forms & Objects within the application).

    Benefits of Keeping Track of your Data

    Well, a few significant ones:

  • You can document your objects, independently of processes. This provides a great way to keep a shared, accessible database of your records
  • For each object you keep the list of related processes, both past and currently running. This, for example, provides a capability to know which Equipment has more repairs and when those happened
  • Your processes are not unlinked anymore. In traditional BPM system you do not have a way to relate process to process, other then specifying the same data (such as customer name) for those processes. With ProcessMate, you don’t need to do it anymore. Processes can related to Objects and objects serve as groupings for processes
  • Process Data Management: list of Customer Leads and Accounts. In the Processes column the list of processes carried out for each of the Customer/Lead

    Process Data Management: list of Customer Leads and Accounts. In the Processes column the list of processes carried out for each of the Customer/Lead

    Note that this functionality is optional, you may still choose to use processes without objects.

    The post Process Data Management appeared first on ProcessMate – Business Process Management and Workflow software.

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