Business Process Management

In this chapter

Welcome to the Business Process Management (BPM). This is the command center where you define exactly how your business operates. Instead of relying on memory or scattered notes, BPM allows you to digitize your workflows. By setting up standardized templates and procedures here, you ensure that every team member performs tasks consistently and efficiently. Whether it’s handling a new customer order or performing a quality check, this tool helps you organize the chaos into a streamlined system.

Articles

Introduction to Business Process Management

Set up automated workflows, triggers, and SOPs in one place so your operations basically run themselves (yes, like an invisible manager that never sleeps).

Configuring Work Orders

Create reusable work order templates, auto-generate quality control tasks, and standardize tasks and notes so every job runs smooth, fast, and drama-free.

Configuring Procedures

Build clear, step-by-step procedures with customizable actions and smart settings so every workflow stays clean, consistent, and impossible to mess up.

Configuring Data Fields

Create custom data fields to capture the exact info you need—clean, structured, and searchable—so nothing important slips through the cracks.