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General Knowledge

Admin accounts are always admin / p4ssw0rd. All other users always have password of sample.

 

 External Link

 POC TypeLanguageClient NameIndustryProject URLCredentialsPM VersionFeaturesDescription
1Expense Report Libbey - POCEnglishLibbey Libbey Internal Linkadminadmin2.x

PoC:

  • Custom extJs.
Expense report. This process was created with custom extJs.
2AAR - WebinarEnglishAARWebinarExternal Linkadminp4ssw0rd2.5

PoC:

  • Power up
  • FTP Monitor
  • Enterprise Plugin
AAR - Eligibility Determination process was created for a webinar. This process is to determine the eligibility of an applicant and process the applicant.
3Sharepoint - WEBINAREnglishSharepoint
WebinarExternal Linkadminp4ssw0rd2.5


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.
4USNAVY - POCEnglishUSNAVY USNAVY External Linkadminp4ssw0rd2.x
Audit Process, it works with User profile plugin. Dev. PM 2.5
5CIOT - POCEnglishCIOT CIOT External Linkadminp4ssw0rd2.x
Consignment Order Process. Use simple report. Dev. PM 2.5
6Invenio Microsoft Dynamics - POCEnglishInvenio Invenio External Linkadminp4ssw0rd2.x
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
7DCMA - POCEnglishDCMA DCMA External Linkadminp4ssw0rd2.x
POC: Subcontract Plan Review. Dev. PM 2.5
8Shaw Communications - POCEnglishShaw CommunicationsShaw CommunicationsExternal Linkadminp4ssw0rd2.5
POC: CMTS Device Activation Process, this process has three subprocesses.
9Purchase Order RequestEnglishMMODAL HealthcareExternal LinkadminMm0dal_password3.0POC: Purchase Order Process, this process starts with web entry. It also has some custom dashboards. Dev. PM 3.0 
10ACORDA - POCEnglishACORDA ACORDA External LinkadminKwVIqSjVZeKQMo93.0POC: Purchase Order Process, for this POC it was created a plugin using some external Framework. Dev. PM 3.0 
11Digital SignatureEnglishProcessMaker Demos
ProcessMaker DemosExternal Linkadminp4ssw0rd2.xDEMO: 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. 
12Joomla - ProcessMaker IntegracionEnglishProcessMaker DemosProcessMaker DemosExternal Linkadminp4ssw0rd3.0DEMO: Joomla - ProcessMaker 3.0 Integration, process created for demoing. Main Joomla landing page it connects with ProcessMaker. 
13Joomla - ProcessMaker IntegracionEnglishProcessMaker DemosProcessMaker DemosExternal Linkadminp4ssw0rd3.0Processes that it is pulling Joomla. 
14Joomla - ProcessMaker IntegracionEnglishProcessMaker DemosProcessMaker DemosExternal Linkadminp4ssw0rd3.0Joomla administration side. 
15TEAL - POCEnglishTEAL TEALExternal Linkadminp4ssw0rd3.0POC: Purchase Requisition Processing, form was customed acording Client's form. 
16WKU - POCEnglishWestern Kentucky UniversityWestern Kentucky UniversityExternal Linkadminp4ssw0rd3.0POC: 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.  
17WKU - POCEnglishWestern Kentucky UniversityWestern Kentucky University

External Link

johnsampleJoomla Site - PM 3.0WKU: Joomla site. it has a we ProcessMaker form embeded. It is a web entry. 
18Cover Noting -v.1Spanish / EnglishMexbritAssuranceExternal Linkadminadmin3.0POC: Cutomized pmt_tables, timer events, cutomized output with signatures and customized dashboards. 
19Quadrant Energy ProcessEnglishQuadrant EnergyFinancialExternal Linkadminp4ssw0rd3.0POC: customized forms, customized conditions on the gateways, customized output document, simple report plugins 
20G1 - Post SalesEnglishO3bSalesExternal Linkadminp4ssw0rd3.0POC: Native notifications of ProcessMaker, customized dashboards, different relational gateways 
21POC - AdhlerEnglishAdler ahliaHuman resourcesExternal Linkadminp4ssw0rd3.0POC: Email notifications, customized dynaforms, customized output document 
22OTTEnglishStanbic bankFinancialExternal Linkadminp4ssw0rd3.0POC: 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 
23eSignaturesEnglishElectronic SignaturesHuman resourcesExternal Linkadminp4ssw0rd3.0Process 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. 
24Multitenant - DemosEnglishMultitenantMultitenantExternal LinkadminP4ssw0rd3.0Demo: Multitenant setup for Demos. 
25AlshayaEnglishAlshayaHuman resourcesExternal Linkadminp4ssw0rd3.0POC: 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 
26Check plus processEnglishTAIArmed forcesExternal Linkadminp4ssw0rd3.0POC: 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 
27Repair devices processEnglishALLELECTRONICSTelecommunicationsExternal Linkadminp4ssw0rd3.0

POC: * Send SMS and emails

* SLA plugin

* Cron for emails every hour

 
28Loan originationEnglishAMAR BANK INDONESIAFinancialExternal Linkadminp4ssw0rd2.5

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

 
29Sign off NetDep VariationEnglishETISALATNetworkingExternal Linkadminp4ssw0rd2.5

POC: * Customized dashboards
* Actions by email
* Plugin SLA

 
30Bank of industry loan tracking management systemEnglishBank of industryFinancialExternal Linkadminp4ssw0rd2.5

POC: * Customized skin

* Customized dynaforms

* Customized output documents

 
31EquionSpanishEquionEquionExternal Linkadminp4ssw0rd3.0

POC: We created the process through a call with the user

* Customized process

* Customized dynaforms

 
32Internal follow upEnglishKOTCKOTCExternal Linkadminp4ssw0rd3.0POC: Parallel tasks and customized tables. PM tables PMT_STATUS 
33InvestmentEnglishBRF EuropeBRF EuropeExternal Linkadminp4ssw0rd3.0POC: Customized tables PMT_DEPRECIATION, PMT_ASSET_CLASS 
34New portfolioEnglishNN InvestmentNN InvestmentExternal Linkadminp4ssw0rd3.0POC: Customized tables PMT_CRON, PMT_DEPARTMENTS, PMT_PARTIES, PMT_VOTES 
35Leave of absence processEnglishABBHuman resourcesExternal Linkadminp4ssw0rd2.5

POC: * Leave of absence process with massive upload files

* customized Dynaforms.

 
36Grant Management / Grants RegistrationEnglishABBOTTABBOTTExternal Linkadminp4ssw0rd2.5

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

 
37ACC Budget RequestEnglishACCACCExternal Linkadminp4ssw0rd2.5

POC: * Fields dependent in the dynaforms

* CRUD for properties and user projects through the plugin

 
38Leave of absence requestEnglishARKANSASHuman resourcesExternal Linkadminp4ssw0rd2.5

POC: * Customized skin

*  Actions by email Plugin

*  Sends customized templates emails

*  Allows issue escalation based on established conditions.

 
39Process Management Council meetingsEnglishBNFFinancialExternal Linkadminp4ssw0rd2.5

POC: * Plugin to show a popup into the form

*  Create massive outputs

*  signature plugin

*  insert the signature into the documents

 
40CARMA GENEnglishGE CapitalGE CapitalExternal Linkadminp4ssw0rd2.5

POC: * Parallel derivation (decision join)

*  Email Notifications

* Customized skin.

 
41Implementation DHS VirtualSpanishCLARONetworkingExternal Linkadminp4ssw0rd2.5POC: * dynaforms with grids, in each row of the grid there is a link to show a popup of the details for each row (plugin) 
42HR Onboarding systemEnglishDANNONHuman resourcesExternal Linkadminp4ssw0rd2.5

POC: * Customized dynaforms

* Show/Hide Fields with javascript

 * Customized skin.

 
43Fund Choise / Process itemEnglishFTJFTJExternal Linkadminp4ssw0rd2.5

POC: * Customized skin

 * Customized forms and external step with docviewer plugin

* Allows use the subprocess

 
44Document approvalEnglishITEXTOperationsExternal Linkadminp4ssw0rd2.5

POC: * Upload acroforms, Load the information into the dynaforms

* Change the information in the acroform.

 
45Travel requisition / Leave applicationEnglishJOTUNHuman resourcesExternal Linkadminadmin2.5

Quick start: *Sends customized emails notifications to the next user

* Allows issue escalation based on established conditions

* Customized forms

 
46Personal change requestEnglishKOCHKOCHExternal Linkadminp4ssw0rd2.5

POC: * Email Notification

* Customized dynaforms

 
475500 and trustEnglishKRAVITZKRAVITZExternal Linkadminp4ssw0rd2.5

POC: * Use the plugin FTP Monitor

 * Use the plugin Advance Dashboards.

 
48Security incident reportingEnglishLAFARGEAssuranceExternal Linkadminp4ssw0rd2.5

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.

 
49CG ASO TRANSACTION PROCESSEnglishMAXICAREMAXICAREExternal Linkadminp4ssw0rd2.5

POC: * Customized dynaforms

* Email notifications

 
50Payment Certificate Authorization FormEnglishNDPHCNDPHCExternal Linkadminp4ssw0rd2.5

POC: * Dynamic forms.

* Digital Signature for users (Plugin)

* Customized skin

 
51PM with sugar / Estimate approval / Invoice approvalEnglishOAKHILLOAKHILLExternal Linkadminp4ssw0rd2.5

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

 
52Employee onboarding / IT service requestEnglishOANDAHuman resources and ITExternal Linkadminp4ssw0rd2.5

POC: * Customized information shown in Dashboards section.

* Customized Output documents

* Customized skin

 
53People StrongEnglishPEOPLE STRONGPEOPLE STRONGExternal Linkadminp4ssw0rd2.5POC: * Input documents to start the process.

* Populate data through CSV documents.

 
54Users creation / Travel requisition v1.2Spanish / EnglishROBOTECHROBOTECHExternal Linkadminp4ssw0rd2.5

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.

 
55Santander - IT DemandSpanishSANTANDERFinancialExternal Linkadminp4ssw0rd2.5POC: * Customized skin

* Approvals in parallel (closing threads processmaker)

* Sends email notifications to the next user

 
56Student Discontinuation of EnrollmentEnglishSGU SGU External Linkadminp4ssw0rd2.5

POC: * Customized forms

* Sends email notifications to the next user

 
57Travel Request FormEnglishSIEMENSSIEMENSExternal Linkadminp4ssw0rd2.5

POC: * Email notifications.

* Cutomized dynaforms.

* Ajax in the dynaforms to populate some fields.

* Javascript to show and hide fields.

* Customized skin.

 
58Customer on-boardingSpanishGómez Pinzón Zuleta AbogadosLegalExternal Linkadminp4ssw0rd3.0.1.7

PoC:

  • Inclusive gateways.
  • Actions by Email.
  • Mobile image capture.

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.

59Mail room and web communicationsSpanishCerticámaraIT ServicesExternal Linkadminp4ssw0rd3.0.1.7

PoC:

  • Web entry.
  • Value based assignment.
  • Mobile finger signature.
  • Output document including mobile finger signature image
Process starts
60HR WorkflowEnglish / GermanStoberHuman resources External Linkadminp4ssw0rd3.0.1.7

POC:

  • Customized dynaforms (colors, width, height, etc)
  • Iframe into the for with the case history
  • Customized skin
  • Stop the case as a limbo status
  • Customized plugin to return the case to the flow or reject the case

  • Actions by email with custom actions buttons

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.
61Client Withdrawal Process English / HebrewGemelFinancialExternal Linkadminp4ssw0rd3.0.1.7

POC:

  • AJAX for populate information on the form (fields and grids)
  • Signature plugin on the form for external users
  • Send a external form via "actions by email" plugin
  • Customized emails
  • Attach output document on the email with the signature of the client
  • Connect with the MSSQL server of the client
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
62Invoice reception, review, approval and paymentSpanishLafayetteManufacturingExternal linkadminp4ssw0rd3.0.1.7

PoC:

  • Paralell tasks with value based assignment.
  • Actions by Email.
  • Email notifications.
  • Custom skin and dynaform colors.
  • Output document.
  • Two - level approval
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.
63New product evaluation and approvalSpanishTigo (El Salvador)TelcoExternal linkadminp4ssw0rd3.0.1.7

PoC:

  • Asynchronous Subprocesses
  • Intermediate event (Email) with customized templates
  • Custom skin
  • Inclusive and parallel gateways
  • KPIs
  • Dashboards
  • Script tasks
  • Simple reports
  • SLA manager
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.
64Student Disability SupportEnglishSDSProcessMakerExternal Linkadminp4ssw0rd3.0.1.7

Webinar

  • Actions by email
  • Dashboards
  • Custom Skin
  • Web Entry



 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.
65Student Information SystemEnglishSISProcessMakerExternal Linknaomi / ethan
sampleJoomla site

Webinar

  • Status of the Application (Pull information from ProcessMaker by Rest API)
  • Web Entry (ProcessMaker)
 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.
66Alameda - POCEnglishAlameda AUSDProcessMakerExternal Linkadminp4ssw0rd3.0.1.8

PoC:

  • Intermediate event (Email) with customized templates
  • Custom skin
  • Gateways
  • Output Document with Signature
  • Custom email notifications
  • User Profile Plugin
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.
67Escada - POCEnglishEscadaProcessMakerExternal Linkadminp4ssw0rd3.0.1.8

PoC:

  • Intermediate event (Email) with customized templates
  • Custom skin
  • Gateways
  • Output Document with Signature
  • Custom email notifications
  • KPI's
  • SLA reports
  • User Profile Plugin
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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