ePartner Consulting Ltd

Process Director: Forms, Automated workflows, Business Rules, Web interfaces, Dashboards, APIs

Available on-premise or in the cloud, Process Director delivers process automation through an intelligent combination of integrated no/low-code technologies, including electronic forms, business rules engine, automated workflow, reporting, dashboards, web portals and application integration.

Features

• Build forms in a drag-and-drop online form designer.
• Compose linear business processes in a traditional flowchart model.
• Model non-linear business processes with Process Timeline™.
• Process insights with real-time dashboards.
• Application integration via direct integration, web services and REST\SOAP calls.
• Case management solutions.
• Low-code development.
• Content and document management.
• AI-driven decision making.
• Cloud, on-premise, or hybrid deployment.

Benefits

• Build and automate any process imaginable.
• Speed up development projects with pre-built templates by role/use case.
• Simplify compliance with audit trails.
• User access permissions.

£10 to £40 a user a month

Service documents

• Pricing document

  PDF

• Skills Framework for the Information Age rate card

  PDF

• Service definition document

  PDF

• Terms and conditions

  PDF

Request an accessible format

If you use assistive technology (such as a screen reader) and need versions of these documents in a more accessible format, email the supplier at richard@epc.co.uk. Tell them what format you need. It will help if you say what assistive technology you use.

Framework

G-Cloud 13

Service ID

105472154390561

Contact

Richard Adams
03300 100 000
richard@epc.co.uk

Service scope

• Software add-on or extension: No
• Cloud deployment model: Hybrid cloud
• Service constraints: No
• System requirements:
  • Process Director is hosted in the cloud (shared/private).
  • No client software or plug-ins required.
  • All browsers are supported, including mobile devices.

User support

• Email or online ticketing support: Yes, at extra cost
• Support response times: In accordance with our SLA, we respond within four hours. In reality though, requests for support are responded to within minutes of the initial notification (via eMail or telephone). ; ; We do not offer technical support at weekends.
• User can manage status and priority of support tickets: No
• Phone support: Yes
• Phone support availability: 9 to 5 (UK time), Monday to Friday
• Web chat support: Web chat
• Web chat support availability: 9 to 5 (UK time), Monday to Friday
• Web chat support accessibility standard: None or don’t know
• How the web chat support is accessible: Through our web site
• Web chat accessibility testing: N/A
• Onsite support: Yes, at extra cost
• Support levels: As part of the agreement, you will have access to our Platinum level of support and maintenance. This includes: ; ; - Unlimited telephone and eMail technical support for the duration of the framework.; - Priority on-site engineer visits (additional charges apply).; - Priority booking for scheduled training (additional charges apply).; - Maintenance releases for your process management software.; - Version upgrades included on selected software products.; - Remote access problem diagnosis and resolution (remote access required).; - Remote server maintenance (remote access required).; - Mirror system stored at our Head Office for testing and backup.; ; In accordance with our SLA, we respond to support requests within four hours. In reality, requests for support are responded to within minutes of initial notification. Our office hours in England are 09:00 – 17:30 GMT/BST Monday to Friday. We do not offer technical support at weekends or bank holidays. ; ; Technical support and maintenance is included FOC. ; ; In all scenarios, the client will have a single point of contact assigned to their account.
• Support available to third parties: Yes

Onboarding and offboarding

• Getting started: We provide comprehensive user training, user manuals and technical support. ; ; Training courses; Our training courses aim to transfer to students the skills needed to implement and administer Process Director workflow software through lecture and hands-on exercises. In these courses, students will create a process (including workflows and/or Timelines™, eForms, and Knowledge Views), and learn how to search and report on data.; ; User manuals; Our user manual offers a step-by-step guide to working with Process Director including how to build an electronic form (eForm), workflow and Knowledge View. The manual also covers basic administration for building user profiles, configuring the home page, using the navigation tool and more.; ; Technical support; As part of the agreement, you will have access to our Platinum level of support and maintenance. This includes: unlimited telephone/eMail support, maintenance releases, version upgrades, remote access problem diagnosis and resolution, remote server maintenance and a mirror system stored at our main office for testing and backup. In accordance with our SLA, we respond to support requests within four hours. In reality, requests for support are responded to within minutes of initial notification. The cost of technical support and maintenance is included FOC.
• Service documentation: Yes
• Documentation formats:
  • HTML
  • PDF
• End-of-contract data extraction: If part of the contract, we will provide data to the client in an agreed format.
• End-of-contract process: The Process Director software and technical support and maintenance is included as part of the contract. ; ; Training courses, development and consultancy are an additional cost. Please refer to our SFIA Rate Card.

Using the service

• Web browser interface: Yes
• Supported browsers:
  • Internet Explorer 11
  • Microsoft Edge
  • Firefox
  • Chrome
  • Safari
  • Opera
• Application to install: No
• Designed for use on mobile devices: Yes
• Differences between the mobile and desktop service: Mobile interfaces can automatically reformat content to improve usability
• Service interface: Yes
• User support accessibility: WCAG 2.1 AAA
• Description of service interface: Web-based UI. Process Director eliminates the need for programming by using graphical, point-and-click form builders, drag-and-drop features and pre-built integrations to quickly build templated forms, workflows, business rules and data connections that can be reused.
• Accessibility standards: None or don’t know
• Description of accessibility: Web-based. ; Process Director puts citizen developers, and those closest to business issues, in a position to create solutions, and allows them to adapt and change these solutions over time.
• Accessibility testing: None.
• API: Yes
• What users can and can't do using the API: BP Logix provides a fully-functioning Software Development Kit (SDK) for Process Director that enables complete application control via Web Services. ; ; Not only can Process Director be directly controlled by locally developed business applications but, in addition, most features and behaviours of Process Director can be modified using the SDK, with no fear of obsolescence. ; ; Future releases of Process Director are backward-compatible. Clients SDK-based customisations are always safe.
• API documentation: Yes
• API documentation formats:
  • HTML
  • PDF
• API sandbox or test environment: Yes
• Customisation available: Yes
• Description of customisation: Most features and behaviours of Process Director can be modified by clients using the Software Development Kit (SDK), with no fear of obsolescence. Future releases of Process Director are backward-compatible. SDK-based customisation's are always safe.

Scaling

• Independence of resources: Additional infrastructure can be deployed as needed.

Analytics

• Service usage metrics: Yes
• Metrics types: Knowledge Views enable business users to build flexible reports, graphs and dashboards - without the assistance of IT. ; ; Graphical views and management dashboard reports provide visibility into how business processes are running. Process Director tracks and audits each workflow process, electronic form and user action which enables auditors to look up old processes and know exactly who did what and when it was done.; ; Key features; ; Real-time reporting integrated with Microsoft Excel; Report scheduling and distribution; Task Lists, identifying actions currently assigned to a given user; Content Lists, offering the ability to navigate through definitions or instances of running processes
• Reporting types:
  • Real-time dashboards
  • Regular reports

Resellers

• Supplier type: Reseller providing extra features and support
• Organisation whose services are being resold: BP Logix

Staff security

• Staff security clearance: Conforms to BS7858:2019
• Government security clearance: Up to Developed Vetting (DV)

Asset protection

• Knowledge of data storage and processing locations: Yes
• Data storage and processing locations: United Kingdom
• User control over data storage and processing locations: Yes
• Datacentre security standards: Managed by a third party
• Penetration testing frequency: Less than once a year
• Penetration testing approach: Another external penetration testing organisation
• Protecting data at rest:
  • Physical access control, complying with another standard
  • Encryption of all physical media
• Data sanitisation process: Yes
• Data sanitisation type: Deleted data can’t be directly accessed
• Equipment disposal approach: In-house destruction process

Data importing and exporting

• Data export approach: We support a wide variety of industry standard export formats, including: ; Comma Separated Values (CSV), Extensible Mark-up Language (XML), Microsoft Excel and Access, SPSS .SAV files, ODBC for Microsoft SQL, Oracle, MySQL etc.
• Data export formats:
  • CSV
  • Other
• Other data export formats:
  • Extensible Mark-up Language (XML)
  • Microsoft Excel
  • Microsoft Access
  • SPSS .SAV files
  • ODBC for Microsoft SQL
  • Oracle
  • MySQL
• Data import formats:
  • CSV
  • Other
• Other data import formats:
  • Extensible Mark-up Language (XML)
  • Microsoft Excel
  • Microsoft Access
  • SPSS .SAV files
  • ODBC for Microsoft SQL
  • Oracle
  • MySQL

Data-in-transit protection

• Data protection between buyer and supplier networks: TLS (version 1.2 or above)
• Data protection within supplier network:
  • TLS (version 1.2 or above)
  • IPsec or TLS VPN gateway

Availability and resilience

• Guaranteed availability: We have the flexibility to provide a SLA to meet our clients specific needs.
• Approach to resilience: There is a mirror of data between two locations. Further information available upon request.
• Outage reporting: Outages are reported via eMail alerts and our service desk.

Identity and authentication

• User authentication needed: Yes
• User authentication:
  • Identity federation with existing provider (for example Google Apps)
  • Username or password
• Access restrictions in management interfaces and support channels: Access to all systems are at least password protected (with password policies applied). Back-end access is restricted to known IPs and secure VPN connections.
• Access restriction testing frequency: At least every 6 months
• Management access authentication:
  • Username or password
  • Other
• Description of management access authentication: Limited to known IP addresses, in addition to other methods.

Audit information for users

• Access to user activity audit information: Users have access to real-time audit information
• How long user audit data is stored for: User-defined
• Access to supplier activity audit information: Users have access to real-time audit information
• How long supplier audit data is stored for: User-defined
• How long system logs are stored for: User-defined

Standards and certifications

• ISO/IEC 27001 certification: No
• ISO 28000:2007 certification: No
• CSA STAR certification: No
• PCI certification: No
• Cyber essentials: Yes
• Cyber essentials plus: No
• Other security certifications: Yes
• Any other security certifications:
  • Process Director uses SSL encryption.
  • Integrated support for Windows Active Directory, SiteMinder, SAML, and OAuth.
  • Process Director is firewall friendly.
  • Process Director works with most packet-filtering firewalls and proxy servers.

Security governance

• Named board-level person responsible for service security: Yes
• Security governance certified: No
• Security governance approach: We have defined procedures in place, constantly reviewed and audited.
• Information security policies and processes: We have defined procedures in place, constantly reviewed and audited. Our quality management is ISO 9001: 2015 certified.

Operational security

• Configuration and change management standard: Supplier-defined controls
• Configuration and change management approach: We have internally defined procedures in place, continually reviewed and audited.
• Vulnerability management type: Supplier-defined controls
• Vulnerability management approach: We employ skilled professionals who monitor a variety of resources and are skilled and command resources to deploy patches as quickly and flexibly as any given risk demands.
• Protective monitoring type: Supplier-defined controls
• Protective monitoring approach: We have round the clock monitoring both internally and from 3rd parties. We are notified of issues immediately and can respond as quickly as the issue demands.
• Incident management type: Supplier-defined controls
• Incident management approach: We have a service desk, that is accessible via phone or eMail. We pride ourselves on a quick and flexible response and ensure our customers get a better than expected service.

Secure development

• Approach to secure software development best practice: Conforms to a recognised standard, but self-assessed

Public sector networks

• Connection to public sector networks: No

Social Value

• Fighting climate change:

  Fighting climate change

  We aim to play our part in fighting climate change and supporting the UK in meeting the net-zero greenhouse gas emissions target. We achieve this by maintaining operational standards that protect the environment without reducing the level of service to our clients. Every day, we aim to reduce the impact of our activities on the environment and ask staff to take reasonable and appropriate steps this aim. Some of our key measures include: - Minimise the use of paper and use electronic forms of communication where possible. As soon as practicable, physical documents are shredded and stored electronically. If needed, source PEFC or FSC certified paper where practicable - Reduce business travel miles and avoid excessive travel (by road/rail/air). Use telephone, eMail, and web conferencing technology where practical - Using specialist disposal for toners and electronic IT waste - Use public transport in preference to cars. When this is not feasible, car sharing is encouraged - Cut wastage through re-use and recycling and, where economical and fit-for-purpose, purchase recycled, recyclable or re-furbished products and materials - Phase out/replace inefficient materials with energy-efficient solutions - Encourage staff to switch off electrical equipment when not in use and close windows and doors when the heating is on - Educate and advise our employees about environmental matters that may affect their work and life - Work towards accreditation to ISO14001 (Environmental Management Systems) These objectives confirm the company's commitment to continuous improvement in managing our effect on the environment and are communicated with customers, suppliers, and our local community. The effectiveness of the policy is monitored by the achievement of the aims outlined above. The policy is reviewed at quarterly management meetings as part of our ISO 9001: 2015 accreditation.
• Covid-19 recovery:

  Covid-19 recovery

  The safety of our employees in the office is paramount. Several preventative measures have been implemented to manage workplace safety and reduce to risk of spreading Covid-19. Following a risk assessment, the following mitigations have been agreed upon: - Encourage good ventilation by opening windows/doors to bring fresh air into indoor spaces - Desks re-positioned to be at least 2m apart - Handwashing facilities provided - New office signage to remind people to wash/sanitise hands regularly - Minimise sharing of equipment - More regular cleaning with ‘high touch’ areas (e.g., door handles, kitchens etc.) disinfected daily - Optional wearing of face coverings – employees are not required to wear face coverings while in the office but may do so if they wish While the government is no longer asking people to work from home, we will continue to facilitate remote working and will encourage workers not to come into the office if they test positive for COVID-19. We ask all employees to take a Lateral Flow Test (LFT) on a Monday (if possible). The updated risk assessment covers everyone who visits our premises including customers, contractors.
• Tackling economic inequality:

  Tackling economic inequality

  We aim to tackle economic inequality in several key areas: Under our Equal Opportunities Policy, we will not unlawfully discriminate against those who face barriers to employment and/or who are located in deprived areas. We are an SME organisation and will always seek to create opportunities for entrepreneurs and small organisations to grow. Working in a high growth industry with known skills shortages, we aim to create employment and training opportunities such as apprenticeships and graduate training. Last but by no means least, we aim to manage cyber security risks in the delivery of contracts and are Cyber Essential certified.
• Equal opportunity:

  Equal opportunity

  ePartner Consulting Ltd supports the principles of equality, diversity, and inclusion in employment concerning recruitment, selection, and promotion. The aim is for our workforce to be truly representative of all sections of society and our customers, and for each employee to feel respected and able to give their best. Purpose 1. Provide equality, fairness, and respect for all in our employment, whether temporary, part-time, or full-time 2. Not unlawfully discriminate because of the Equality Act 2010 protected characteristics of: • age • disability • gender reassignment • marriage or civil partnership • pregnancy and maternity • race (including colour, nationality, and ethnic or national origin) • religion or belief • sex • sexual orientation 3. Oppose and avoid all forms of unlawful discrimination. Commitments 1. Encourage equality, diversity, and inclusion in the workplace as they are good practice and make business sense 2. Create a working environment free of bullying, harassment, victimisation, and unlawful discrimination, promoting dignity and respect for all, and where individual differences and the contributions of all staff are recognised and valued. 3. Take seriously complaints of bullying, harassment, victimisation and unlawful discrimination by fellow employees, customers, suppliers, visitors, the public and any others in the course of the organisation’s work activities. 4. Make opportunities for training, development, and progress available to all staff, who will be helped and encouraged to develop their full potential, so their talents and resources can be fully utilised to maximise the efficiency of the organisation. 5. Make decisions concerning staff being based on merit (apart from in any necessary and limited exemptions and exceptions allowed under the Equality Act). 6. Review employment practices and procedures when necessary to ensure fairness, and also update them and the policy to take account of changes in the law.
• Wellbeing:

  Wellbeing

  The wellbeing policy aims to support the health and wellbeing of staff as this is likely to provide additional business benefits such as lower absenteeism, increased productivity, and better morale. To support employee mental wellbeing, we will: -Encourage staff to take regular breaks from their screen/PC - Encourage staff to take a walk and eat away from their desk at lunchtimes - Keep the workplace well ventilated - Prevent workplace harassment and inappropriate behaviour - Support staff with suitable training to perform their role - Prevent long working hours by setting realistic workloads - Offer flexible working hours Additionally, we will seek to promote healthy eating habits and regular exercise to support the physical wellbeing of staff. If mental health issues are disclosed, we will support the employee and accommodate their needs wherever possible. We will encourage them to talk to their GP or other healthcare professionals. All information will remain confidential.

Pricing

• Price: £10 to £40 a user a month
• Discount for educational organisations: No
• Free trial available: No

Service documents

• Pricing document

  PDF

• Skills Framework for the Information Age rate card

  PDF

• Service definition document

  PDF

• Terms and conditions

  PDF

Request an accessible format

If you use assistive technology (such as a screen reader) and need versions of these documents in a more accessible format, email the supplier at richard@epc.co.uk. Tell them what format you need. It will help if you say what assistive technology you use.