General Knowledge
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| POC Type | Language | Client Name | Industry | Project URL | Credentials | PM Version | Features | Description | |||
|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 | Expense Report Libbey - POC | English | Libbey | Libbey | Internal Link | admin | admin | 2.x | PoC:
| Expense report. This process was created with custom extJs. | |
| 2 | AAR - Webinar | English | AAR | Webinar | External Link | admin | p4ssw0rd | 2.5 | PoCWebinar:
| AAR - Eligibility Determination process was created for a webinar. This process is to determine the eligibility of an applicant and process the applicant. | |
| 3 | Sharepoint - WEBINAR | English | Sharepoint | Webinar | External Link | admin | p4ssw0rd | 2.5 | This process was created for a webinar. It connects with sharepoint. Dev. PM 2.5. This process is to show how ProcessMaker connects with sharepoint. | ||
| 4 | USNAVY - POC | English | USNAVY | USNAVY | External Link | admin | p4ssw0rd | 2.x | Audit Process, it works with User profile plugin. Dev. PM 2.5 | ||
| 5 | CIOT - POC | English | CIOT | CIOT | External Link | admin | p4ssw0rd | 2.x | Consignment Order Process. Use simple report. Dev. PM 2.5 | ||
| 6 | Invenio Microsoft Dynamics - POC | English | Invenio | Invenio | External Link | admin | p4ssw0rd | 2.x5 | POC: Process that it is integraged with Microsoft Dynamics CRM, from the process it can be pull, edit, and add information to Dynamics CRM. It uses a custom plugin. Dev. PM 2.5 | ||
| 7 | DCMA - POC | English | DCMA | DCMA | External Link | admin | p4ssw0rd | 2.x | POC: Subcontract Plan Review. Dev. PM 2.5 | ||
| 8 | Shaw Communications - POC | English | Shaw Communications | Shaw Communications | External Link | admin | p4ssw0rd | 2.5 | POC: CMTS Device Activation Process, this process has three subprocesses. | ||
| 9 | Purchase Order Request | English | MMODAL | Healthcare | External Link | admin | Mm0dal_password | 3.0POC: | PoC:
| Purchase Order Process, this process starts with web entry. It also has some custom dashboards. Dev. PM 3.0 | |
| 10 | ACORDA - POC | English | ACORDA | ACORDA | External Link | admin | KwVIqSjVZeKQMo9 | 3.0POC: | PoC:
| Purchase Order Process, for this POC it was created a plugin using some external Framework. Dev. PM 3.0 | |
| 11 | Digital Signature | English | ProcessMaker Demos | ProcessMaker Demos | External Link | admin | p4ssw0rd | 2.x | DEMO: Digital signature uses a plugin that connects with some Java Libraries that it generates the digital signature. In the process generates an output document and it is stamped the digital signature. Once genereated the document it has to be opened with Acrobat Reader, because this the only tool who validates digital signatures. | ||
| 12 | Joomla - ProcessMaker Integracion | English | ProcessMaker Demos | ProcessMaker Demos | External Link | admin | p4ssw0rd | 3.0 | DEMO: Joomla - ProcessMaker 3.0 Integration, process created for demoing. Main Joomla landing page it connects with ProcessMaker. | ||
| 13 | Joomla - ProcessMaker Integracion | English | ProcessMaker Demos | ProcessMaker Demos | External Link | admin | p4ssw0rd | 3.0 | Processes that it is pulling Joomla. | ||
| 14 | Joomla - ProcessMaker Integracion | English | ProcessMaker Demos | ProcessMaker Demos | External Link | admin | p4ssw0rd | 3.0 | Joomla administration side. | ||
| 15 | TEAL - POC | English | TEAL | TEAL | External Link | admin | p4ssw0rd | 3.0 | POC: Purchase Requisition Processing, form was customed acording Client's form. | ||
| 16 | WKU - POC | English | Western Kentucky University | Western Kentucky University | External Link | admin | p4ssw0rd | 3.0 | POC: POC for Western Kentucky University. This POC was develop in PM 3.0, the main feature of it, it is the customed actions by email, send emails to every users by a parallel task, and when some user ask for more info it just send email to the user who asked for more info. It was also created a custom site in joomla so it can start a case from a web entry added in joomla site. | ||
| 17 | WKU - POC | English | Western Kentucky University | Western Kentucky University | john | sample | Joomla Site - PM 3.0 | WKU: Joomla site. it has a we ProcessMaker form embeded. It is a web entry. | |||
| 18 | Cover Noting -v.1 | Spanish / English | Mexbrit | Assurance | External Link | admin | admin | 3.0 | POC: Cutomized pmt_tables, timer events, cutomized output with signatures and customized dashboards. | Do not exist | |
| 19 | Quadrant Energy Process | English | Quadrant Energy | Financial | External Link | admin | p4ssw0rd | 3.0 | POC: customized forms, customized conditions on the gateways, customized output document, simple report plugins | Do not exist | |
| 20 | G1 - Post Sales | English | O3b | Sales | External Link | admin | p4ssw0rd | 3.0 | POC: Native notifications of ProcessMaker, customized dashboards, different relational gateways | Do no exist | |
| 21 | POC - Adhler | English | Adler ahlia | Human resources | External Link | admin | p4ssw0rd | 3.0 | POC: Email notifications, customized dynaforms, customized output document | Do not exist | |
| 22 | OTT | English | Stanbic bank | Financial | External Link | admin | p4ssw0rd | 3.0 | POC: Customized dynaforms, review if the information is the same in each case and if is the same the process will finish else will continue, customized triggers, pmt_tables to save information | Do no exist | |
| 23 | eSignatures | English | Electronic Signatures | Human resources | External Link | admin | p4ssw0rd | 3.0 | Process for Demo: Processes for demo, Cover Noting process with the user profile signature embeded into an output document. Leave of Absence Process, it has a plugin that enables to sign in the form and then that user signature it is added to an out put document. | ||
| 24 | Multitenant - Demos | English | Multitenant | Multitenant | External Link | admin | P4ssw0rd | 3.0 | Demo: Multitenant setup for Demos. | ||
| 25 | Alshaya | English | Alshaya | Human resources | External Link | admin | p4ssw0rd | 3.0 | POC: For initiate cases with REST http://sales3.processmaker.com/plugin/restExample/formClient.html - Actions by email PM3.0 - Batch routing PM3.0 - javascript in dynaforms - plugin with REST create cases | Do not exist | |
| 26 | Check plus process | English | TAI | Armed forces | External Link | admin | p4ssw0rd | 3.0 | POC: Process to verify the points against for each loop in the process, customized dynaforms, customized dashboards showing each loop, customized pmt_tables to save the information | Do not exist | |
| 27 | Repair devices process | English | ALLELECTRONICS | Telecommunications | External Link | admin | p4ssw0rd | 3.0 | POC: * Send SMS and emails * SLA plugin * Cron for emails every hour | Do not exist | |
| 28 | Loan origination | English | AMAR BANK INDONESIA | Financial | External Link | admin | p4ssw0rd | 2.5 | POC: * Actions by email (plugin) * Dashborads customize (plugin) * SLA Report (plugin) * Explanation when the user is in due date * Comments Log (plugin) * Report showing the dynaform with "collateral, financial statement, credit analyst" * Connection with SQL SERVER * Populate forms through an acroforms | No longer exist | |
| 29 | Sign off NetDep Variation | English | ETISALAT | Networking | External Link | admin | p4ssw0rd | 2.5 | POC: * Customized dashboards | No longer exist | |
| 30 | Bank of industry loan tracking management system | English | Bank of industry | Financial | External Link | admin | p4ssw0rd | 2.5 | POC: * Customized skin * Customized dynaforms * Customized output documents | No longer exist | |
| 31 | Equion | Spanish | Equion | Equion | External Link | admin | p4ssw0rd | 3.0 | POC: We created the process through a call with the user * Customized process * Customized dynaforms | No longer exist | |
| 32 | Internal follow up | English | KOTC | KOTC | External Link | admin | p4ssw0rd | 3.0 | POC: Parallel tasks and customized tables. PM tables PMT_STATUS | No longer exist | |
| 33 | Investment | English | BRF Europe | BRF Europe | External Link | admin | p4ssw0rd | 3.0 | POC: Customized tables PMT_DEPRECIATION, PMT_ASSET_CLASS | No longer exist | |
| 34 | New portfolio | English | NN Investment | NN Investment | External Link | admin | p4ssw0rd | 3.0 | POC: Customized tables PMT_CRON, PMT_DEPARTMENTS, PMT_PARTIES, PMT_VOTES | No longer exist | |
| 35 | Leave of absence process | English | ABB | Human resources | External Link | admin | p4ssw0rd | 2.5 | POC: * Leave of absence process with massive upload files * customized Dynaforms. | No longer exist | |
| 36 | Grant Management / Grants Registration | English | ABBOTT | ABBOTT | External Link | admin | p4ssw0rd | 2.5 | POC: * Registration through Web entry with many forms * Customized template to derivate the task * Customized forms with bullets images * Sends customized templates emails * Customized skin * Use a external registration into an Iframe in a form | No longer exist | |
| 37 | ACC Budget Request | English | ACC | ACC | External Link | admin | p4ssw0rd | 2.5 | POC: * Fields dependent in the dynaforms * CRUD for properties and user projects through the plugin | ||
| 38 | Leave of absence request | English | ARKANSAS | Human resources | External Link | admin | p4ssw0rd | 2.5 | POC: * Customized skin * Actions by email Plugin * Sends customized templates emails * Allows issue escalation based on established conditions. | No longer exist | |
| 39 | Process Management Council meetings | English | BNF | Financial | External Link | admin | p4ssw0rd | 2.5 | POC: * Plugin to show a popup into the form * Create massive outputs * signature plugin * insert the signature into the documents | No longer exist | |
| 40 | CARMA GEN | English | GE Capital | GE Capital | External Link | admin | p4ssw0rd | 2.5 | POC: * Parallel derivation (decision join) * Email Notifications * Customized skin. | No longer exist | |
| 41 | Implementation DHS Virtual | Spanish | CLARO | Networking | External Link | admin | p4ssw0rd | 2.5 | POC: * dynaforms with grids, in each row of the grid there is a link to show a popup of the details for each row (plugin) | No longer exist | |
| 42 | HR Onboarding system | English | DANNON | Human resources | External Link | admin | p4ssw0rd | 2.5 | POC: * Customized dynaforms * Show/Hide Fields with javascript * Customized skin. | No longer exist | |
| 43 | Fund Choise / Process item | English | FTJ | FTJ | External Link | admin | p4ssw0rd | 2.5 | POC: * Customized skin * Customized forms and external step with docviewer plugin * Allows use the subprocess | No longer exist | |
| 44 | Document approval | English | ITEXT | Operations | External Link | admin | p4ssw0rd | 2.5 | POC: * Upload acroforms, Load the information into the dynaforms * Change the information in the acroform. | No longer exist | |
| 45 | Travel requisition / Leave application | English | JOTUN | Human resources | External Link | admin | admin | 2.5 | Quick start: *Sends customized emails notifications to the next user * Allows issue escalation based on established conditions * Customized forms | ||
| 46 | Personal change request | English | KOCH | KOCH | External Link | admin | p4ssw0rd | 2.5 | POC: * Email Notification * Customized dynaforms | ||
| 47 | 5500 and trust | English | KRAVITZ | KRAVITZ | External Link | admin | p4ssw0rd | 2.5 | POC: * Use the plugin FTP Monitor * Use the plugin Advance Dashboards. | ||
| 48 | Security incident reporting | English | LAFARGE | Assurance | External Link | admin | p4ssw0rd | 2.5 | POC: * Customized Plugin for upload CSV files, manage some extra users information and set an interface to administrate specific PM tables. * Customized 3 PM inboxes to see cases by specific case status * Customized skin. | ||
| 49 | CG ASO TRANSACTION PROCESS | English | MAXICARE | MAXICARE | External Link | admin | p4ssw0rd | 2.5 | POC: * Customized dynaforms * Email notifications | ||
| 50 | Payment Certificate Authorization Form | English | NDPHC | NDPHC | External Link | admin | p4ssw0rd | 2.5 | POC: * Dynamic forms. * Digital Signature for users (Plugin) * Customized skin | ||
| 51 | PM with sugar / Estimate approval / Invoice approval | English | OAKHILL | OAKHILL | External Link | admin | p4ssw0rd | 2.5 | POC: * Start cases with ftpmonitor plugin and xml files * Flashviewer Plugin to show documents into the forms * Create a lead with sugar triggers * Customized forms with Iframes * Customized skin | ||
| 52 | Employee onboarding / IT service request | English | OANDA | Human resources and IT | External Link | admin | p4ssw0rd | 2.5 | POC: * Customized information shown in Dashboards section. * Customized Output documents * Customized skin | ||
| 53 | People Strong | English | PEOPLE STRONG | PEOPLE STRONG | External Link | admin | p4ssw0rd | 2.5 | POC: * Input documents to start the process. * Populate data through CSV documents. | ||
| 54 | Users creation / Travel requisition v1.2 | Spanish / English | ROBOTECH | ROBOTECH | External Link | admin | p4ssw0rd | 2.5 | POC: * Customized skin * Javascript for get the days between two dates * Plugin the make the search and CRUD of the companies * Customized forms * Allows issue escalation based on established conditions. | ||
| 55 | Santander - IT Demand | Spanish | SANTANDER | Financial | External Link | admin | p4ssw0rd | 2.5 | POC: * Customized skin * Approvals in parallel (closing threads processmaker) * Sends email notifications to the next user | ||
| 56 | Student Discontinuation of Enrollment | English | SGU | SGU | External Link | admin | p4ssw0rd | 2.5 | POC: * Customized forms * Sends email notifications to the next user | ||
| 57 | Travel Request Form | English | SIEMENS | SIEMENS | External Link | admin | p4ssw0rd | 2.5 | POC: * Email notifications. * Cutomized dynaforms. * Ajax in the dynaforms to populate some fields. * Javascript to show and hide fields. * Customized skin. | ||
| 58 | Customer on-boarding | Spanish | Gómez Pinzón Zuleta Abogados | Legal | External Link | admin | p4ssw0rd | 3.0.1.7 | PoC:
| Process starts with user jefemercadeo (pass = username) registering basic new customer information. From there, contact information is captured and inclusive derivation takes place for two process paths: one for on-boarding the customer in the company's systems, and other for marketing purposes, including sending a welcome kit and scheduling an appointment. | |
| 59 | Mail room and web communications | Spanish | Certicámara | IT Services | External Link | admin | p4ssw0rd | 3.0.1.7 | PoC:
| Process starts | |
| 60 | HR Workflow | English / German | Stober | Human resources | External Link | admin | p4ssw0rd | 3.0.1.7 | POC:
| Process start with a request, then the case will go for different departments for the approval. The CIO user has the possibility to reject the case and put on a limbo status, in that status the cases will appear on the STOBER MANAGEMENT PLUGIN where the case can reject or approve again. | |
| 61 | Client Withdrawal Process | English / Hebrew | Gemel | Financial | External Link | admin | p4ssw0rd | 3.0.1.7 | POC:
| A ProcessMaker user start the case filling out the dynaform with the information of the client (AJAX), then the case it is send to a external user (client) who approve or reject the case via actions by email, once the client approve the case an email it is send with a summary in an output document and all the information it is save on MSSQL database | |
| 62 | Invoice reception, review, approval and payment | Spanish | Lafayette | Manufacturing | External link | admin | p4ssw0rd | 3.0.1.7 | PoC:
| Admin user starts process by looking up a provider by its tax number. If found, data is brought and shown read only. Otherwise, partial data is entered, and completed at a later task in the process. Invoice is attached as belonging to given provider. It also is associated with one or more cost centers (departments). Each cost center manager has to validate it, and once all validations are done, approvals have to be performed by managers of parents departments. If approved, invoice is paid and output document is created. | |
| 63 | New product evaluation and approval | Spanish | Tigo (El Salvador) | Telco | External link | admin | p4ssw0rd | 3.0.1.7 | PoC:
| User martha.aponte/sample starts case. Request is approved by gatekeeper, then goes to factibility assessment by 4 parallel instances and, optionally, an additional committee. If approved, goes to assignment of responsible architect, who performs it and sends it to quality testing. QA assigns a tester who performs all tests and accepts or rejects product. If accepted, goes to change window scheduling and deployment. Simple subprocesses for approval and parametrization. | |
| 64 | Student Disability Support | English | SDS | ProcessMaker | External Link | admin | p4ssw0rd | 3.0.1.7 | Webinar
| Desciption: The process start from a web entry that is embeded into a joomla site. Then it is continue in the ProcessMaker side, when the case is ask for more information, it sends an email with the form to the user who started the case from the joomla site. | |
| 65 | Student Information System | English | SIS | ProcessMaker | External Link | naomi / ethan | sample | Joomla site | Webinar
| Apply for transportation services, start a case into ProcessMaker. Status of application, it shows the status of the Application so the student who started the case is being informed about his/her requested application. The status of the application we are pulling information from ProcessMaker by Rest API. | |
| 66 | Alameda - POC | English | Alameda AUSD | ProcessMaker | External Link | admin | p4ssw0rd | 3.0.1.8 | PoC:
| The process start with the task Request PSA where joy / sample starts the case. Then the case is routed to Contractor Sign Off, the user who is performing this task is diana / sample. After this task has been completed it goes to General Counsel, then goes to Approve PSA where we have two buttons approve or reject, once it is approved it goes to HR Approval where it has two buttons to approve or reject, then if it is approved then it goes to Cabinet Member Approval where we decide if wheter to print or not the document, if the contract amount was under 25k then the document is printed and it finishes the case sending an email with the attached document. if it is greater that 25k then goes to next task Add Board Item where the document is printed and it sends as an attachment to all participants emails. | |
| 67 | Escada - POC | English | Escada | ProcessMaker | External Link | admin | p4ssw0rd | 3.0.1.8 | PoC:
| The POC is about HW/SW replacement. It starts with a task Perform request, the user brianna / sample starts the case. Then it goes through an intermediate message event that it sends an email. Then the case goes to the task "Fill in the initial assessment form", after this task is performed it goes to "IT asssessment" where the user decides whether to be replace the HW/SW. If no need replacement, it ends the case and it is sent an email with an output document attach to all participants emails. If HW/SW needs replacement the goes to the next task "Review IT assessment" where it has the options to approve or reject the request. Once it is approved it goes to the task "Approve or reject request" where it has the same logic as the previous task. Once it is approved the case it goes to "Local IT signoff", then the case goes to task "Global IT signoff" where it has two options, approve or reject. If the case is rejected the it finishes the case, and it sends an attachment with the output document generated that contains signatures for all approves so far. If the case is approved then it goes to task "Assign cost center", once this task is performed it goes to task "Deliver" where it finishes the case and it sends emails to all participants with an attached document that contains all information generated along the process plus approved signatures. | |
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