Overview

Process Designer allows you to automate business processes through the creation of staged processes for forms. This could be a simple review process or complex multi-stage routing of information.

Process Designer works with AchieveForms to enable increased efficiency through visibility of business activities, increased productivity and simplified processes.

AchieveForms captures your business information and Process Designer routes it to the right people, at the right time, according to your business rules.

With a world-wide membership now in excess of 75,000 engineers, the Institution of Mechanical Engineers (IMechE) is the United Kingdo's qualifying body for Chartered and Incorporated mechanical engineers.

The Institution has a number of different membership application tiers, each with its own form and associated internal processes. All applications have to go through an approval process before membership can be granted. IMechE wanted to make this process quicker and easier for applicants and more efficient internally. They chose AchieveForms and Process Designer to drive the application process from submission to approval.

Benefits

• Streamlined business processes
• Elimination of costly paper processes
• Increased visibility of processes and metrics
• Business activities completed on time
• Centralised process management
• Consistent processes and predictable business rules

Features

• Personalised Task Lists
• Escalation actions (timed events)
• Parallel routing
• Bulk process updates
• Email notifications
• Management 'Dashboard' for generating process reports
• Accessible AJAX functionality