SharePoint CRM Automation

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BPA Workflow Brochure PDF File

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BPA WORKFLOW is a SharePoint workflow solution primarily dedicated to end users (and not administrators!).

Its primary focus is guiding end users achieving their daily business more efficiently, quicker, with less effort and more fun.

BPA Workflow is available at no additional cost in BPA CRM Enterprise edition.

When we showed the solution to one of our portfolio companies, they immediately ‘got it’ and saw how BPA CRM could improve communications between employees, franchisees, and retail stores.

Features

  • Manage workflow logic like steps, roles & permissions, automatic alerts, workflow branches...
  • Provide a user-friendly & intelligent form with field permissions and user instructions
  • Display a graphical workflow view with allocated & consumed times for each step
  • Display a summary page of the workflow with a complete traceability on the completed steps
  • Drive SharePoint data/documents or external data in workflows (e.g. SQL Server, Oracle…)
  • Manage sequential, parallel or voting steps
  • Perform workflow actions and calculations
  • Manage parent workflows and related sub-workflows
  • Runs on SharePoint or non-SharePoint environments
    Integrate with BPA xRM Platform

Benefits

  • Tell end users what to do, when and how
  • Manage document approvals
  • Automate any process you want
  • Get automatically alerted when concerned
  • Reduce processes lifecycle
  • Improve processes efficiency and productivity
  • Connect with your existing data
  • Invite external customers, partners... in workflows

Customers