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Provide a Management Summary of your strengths in managing your business, describing your company's background, current organization, market focus and geographic locations served. In addition, please explain how you will provide a value added advantage in service and technology.
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For more information regarding ProcessMaker translations, please review the following link: http://wiki.processmaker.com/index.php/Translating_ProcessMaker
How do roles and groups integrate with standard directory services (LDAP, Active Directory, etc.)?
Response:
The Advanced LDAP/AD Sync feature allows ProcessMaker users to login by authenticating directly in a LDAP server or Microsoft Active Directory server. Unlike the LDAP community version that only imports users, it also enables synchronization with LDAP or Active Directory to update user information. From ProcessMaker Enterprise Edition version 3.0.1 on, this plugin has become a core feature acquired with the corresponding licence. For additional information and detailed description please refer to this link: http://wiki.processmaker.com/3.0/Advanced_LDAP
Is ProcessMaker self-contained or can it run inside a third party enterprise portal?
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Skins/themes: new themes can be created by editing CSS files and uploading them to ProcessMaker. Each user can select the theme of their choice. In addition, a system administrator can setup the default theme. For details please refer to the link below:- http://wiki.processmaker.com/index.php/ProcessMaker_skins.
- Custom case list: the user inbox fields can be customized via an enterprise plugin in terms of fields that are shown or hidden. For details, please refer to the following link:
- http://wiki.processmaker.com/index.php/Cases_List_Builder.
What team collaboration features are supported?
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An Input Document can be a hard copy (which has been printed out and stored in a filing cabinet), a digital file which is uploaded to the case, or both. From version 3.0.1.5, an Input Document can also be related to a file object in a DynaForm.
When configuring an Input Document ProcessMaker gives the option of setting up the maximum file size which is a required field which defines in KB or MB the maximum size of the file to be attached. If set to zero, then the file size is unlimited. Nevertheless, the limit is configured inside the php.ini file by the upload_max_size setting and that limit is shown in parenthesis when creating an Input Document. After filling the fields with the necessary information click on "Save".
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Does the tool support notifications and how are those notifications configured?
Response:
Notifications can be used to keep users apprised of new cases in their Inbox and notify them at specified times while running cases. In ProcessMaker, all notifications are sent to users via email, which is why it is important to enter a valid email address for each user and properly configure ProcessMaker to connect to an email server so notifications can be sent out.
There are three types of notifications:
Task Notifications, which are sent when a user is designated to work on a task in a case.
Message Events, which are sent at specified timings based upon when tasks (or groups of tasks) begin in a case.
Trigger Messages, which are sent out using the PMFSendMessage() function.
Confirmation that the tool is able to support document management and / or integrate with other Document Management Platforms, providing detailed information about the tools capabilities including ‘out of the box’ support for SharePoint and IBM FileNet?
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The result is a document management system with documents organized into folders and subfolders relative to data within a process. While all documents can be viewed from within an active case, users with the correct viewing permissions can navigate the repository, also view documents associated with cases and even download or upload documents to the repository. For additional information please refer to this link: http://www.processmaker.com/workflow-document-management
On the integration side, ProcessMaker can also store documents with third party DMS systems. The integration is done by ProcessMaker's API using REST (Representational State Transfer) to allow external scripts to remotely access and control ProcessMaker. It provides a large number of endpoints so that almost any action which can be done within the ProcessMaker interface can also be done remotely using REST. ProcessMaker functionality can be reimplemented in external web pages, desktop applications and remote scripts. Using ProcessMaker's REST API, custom interfaces can be created to access ProcessMaker.
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One of the goals of good Business Process Management (BPM) is continuous process improvement, which can only be achieved through effective measuring and monitoring. For more information, please see this page: http://wiki.processmaker.com/index.php/2.0.X/Dashboards
ProcessMaker’s Advanced Dashboards give organizations the ability to monitor large amounts of data about their processes. Whether it’s measuring the productivity of departments by process, or identifying bottlenecks in processes, the advanced dashboards provide both simple information at a glance and detailed information in a drill-down feature. It allows regular users to check the state of the processes, cases, tasks, users and tables in interactive statistics and graphics in 4 user-friendly dashlets:
After clicking on “Participated” as shown above, users can see another graph below based on each process.
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Response:
ProcessMaker works with any computer operating system as long as it has a supported web browser. In addition, ProcessMaker supports both Android and Apple/iOS mobile devices. Details, according to each specific question, are provided below:
- ProcessMaker is a 100% web based solution. This means that process design, execution and monitoring can be done via industry standard web browsers.
- ProcessMaker supports the current and previous major releases of Firefox, Google Chrome and Internet Explorer on a rolling basis. Each time a new version is released, we begin testing and then supporting that version and stop supporting the third most recent version. For additional on our supported browsers, please visit the following link: http://wiki.processmaker.com/index.php/Supported_Browsers.
- Yes. ProcessMaker Dynaforms are 100% responsive, and are based on industry standard HTML5. Therefore, users can work on their assigned tasks via a mobile device. In addition, ProcessMaker's look and feel can be customized by creating custom Skins or themes. For more information about responsive form design, please refer to the following link http://wiki.processmaker.com/3.0/HTML5_Responsive_DynaForm_Designer. For additional information regarding themes or skins, please refer to http://wiki.processmaker.com/3.0/Skins.
- Yes, The ProcessMaker Mobile App, available both for Android and iOS devices, allows end users to perform work on assigned cases as well as create new cases from a mobile device. In addition to standard forms usage, the Mobile App allows the user to enter data from mobile device sensors, including GPS positioning/Geolocation, QR codes and barcodes, signatures via touchscreen display, photos, audio recordings and video capture.
- From a process execution point of view, ProcessMaker's functionality does not depend on client platform. Process design, dashboards and KPI's, however, are only available via a desktop or laptop environments, using any of the supported browsers previously mentioned.
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Our solution is based on a LAMP/WAMP (Linux/Windows, Apache, MySQL and PHP stack). Our currently supported stacks include both Linux (CentOS) and Windows Operating Systems. For more details on our supported stacks, please refer to http://wiki.processmaker.com/index.php/Supported_Stacks.
What other software prerequisites are needed to ensure successful provisioning and operation of your solution? (e.g. database drivers, etc.)
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To see a full list of the required components pre installation, please visit this link: http://wiki.processmaker.com/3.0/ProcessMaker_Installation_Requirements.
Does your solution support horizontal or vertical scaling?
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For small size implementations (hundreds or low thousands of users), we have server sizing guidelines that are available here: http://wiki.processmaker.com/index.php/ProcessMaker_Server_Sizing
For these types of large and scalable implementations, we have tested thoroughly in the AWS environment and would therefore recommend AWS for a highly scalable requirement, however, we have also tested in the MS Azure cloud and confirm that we are able to offer the same in the MS Azure cloud.
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For more information on hardware requirements, please refer to: http://wiki.processmaker.com/index.php/ProcessMaker_Server_Sizing.
What technical support options are provided?
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