GBTEC Platform Features
Customization (6)
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Document Generation
Enables users to create documents for business processes and provides a wide array of templates which are customizable.
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Process Design
The ability to create custom workflows aligned with business objectives.
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Process Repository
A library in which to keep previously used or designed workflows for future use or to use parts of for upcoming custom workflows.
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No-Code App Development
Provides drag and drop tools usable by admins with little to no coding experience in order to build applications which automate workflows and business processes.
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Low-Code App Development
Provides development environments to allow users to develop applications which automate workflows and business processes with minimal coding.
No-Code
Drag and drop/visual interfaces that allow non-tech users to build without writing code
Collaboration (6)
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Access Controls/Permissions
Define levels of authorization for access to specific files or systems
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Data Unification
Compile data from across all systems so that users can view relevant information easily.
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Accessibility
Allow users to access workflows and processes from anywhere given that employees in different locations and roles will require.
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Process Routing
Ensures the right task is being assigned to the proper employee across an entire process.
Real-Time Data
Receive data and information in real time
Role-Based Permissions
Set & manage permission levels based on user roles and restrict access to only authorized individuals
Process Management (7)
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Process Overview
Provides users a holistic view of all workflows so as to see how all processes work together.
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Process Analysis
Delivers data points such as time and cost of a process on a dashboard to evaluate process efficacy.
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Real-Time Process Monitoring
Allows users to view progress of a business process in real-time enabling them to view performance or manage tasks within the process.
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Unstructured Processes
Provides the ability to manage unstructured processes.
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API Connection
Connect with existing systems via API.
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Intelligence
Gives user machine learning tools for intelligent process improvement
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Document Approval
Streamline and simplify document approval processes.
Digital Workflows (3)
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Logic and Conditions
Gives the ability to build a workflow based on business logic or a specific condition in order to route work to different people based on rules.
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No-Code Or Low-Code
Provides the user with a no-code or low-code environment in which they can build applications and workflows, including drag-and-drop features.
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Document Management
Gives the user the ability to manage documents, including versioning and the ability to integrate those document with third-party applications.
Forms (3)
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Data Mapping
Integrates data and processes from multiple sources into a single system.
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Templates
Build interfaces once and use them across one or more processes.
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Mobile-Friendly Forms
Gives the user the ability to build and use forms on mobile devices.
Automation (4)
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Workflow Automation
Streamline the flow of work processes by establishing triggers and alerts that notify and route information to the appropriate people when their action is required within the compensation process.
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Workflow Mapping
Visually displays connected applications and integrated data. Allows customization and management of workflow structures.
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Real-Time Updates
Processing changes to data sources and applications as changes are made in real-time.
Robotic Process Automation
Offers the ability to record processes performed by humans to be recreated by bots.
Process Development (1)
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Process Routing
Ensures the right task is being assigned to the proper employee across an entire process.
Generative AI (3)
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AI Text Generation
Allows users to generate text based on a text prompt.
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AI Text Summarization
Condenses long documents or text into a brief summary.
Generative AI
Use AI to generate content in the form of text, images, videos, etc.
Agentic AI - Business Process Management (8)
Multi-step Planning
Ability to break down and plan multi-step processes
Autonomous Task Execution
Capability to perform complex tasks without constant human input
Cross-system Integration
Works across multiple software systems or databases
Adaptive Learning
Improves performance based on feedback and experience
Natural Language Interaction
Engages in human-like conversation for task delegation
Proactive Assistance
Anticipates needs and offers suggestions without prompting
Decision Making
Makes informed choices based on available data and objectives
Third-Party Integrations
Set up connections to third-party platforms to improve business processes
Agentic AI - Digital Process Automation (DPA) (7)
Autonomous Task Execution
Capability to perform complex tasks without constant human input
Multi-step Planning
Ability to break down and plan multi-step processes
Cross-system Integration
Works across multiple software systems or databases
Adaptive Learning
Improves performance based on feedback and experience
Natural Language Interaction
Engages in human-like conversation for task delegation
Proactive Assistance
Anticipates needs and offers suggestions without prompting
Decision Making
Makes informed choices based on available data and objectives
Agentic AI - Enterprise Architecture Tools (10)
Autonomous Task Execution
Capability to perform complex tasks without constant human input
Multi-step Planning
Ability to break down and plan multi-step processes
Cross-system Integration
Works across multiple software systems or databases
Adaptive Learning
Improves performance based on feedback and experience
Natural Language Interaction
Engages in human-like conversation for task delegation
Proactive Assistance
Anticipates needs and offers suggestions without prompting
Decision Making
Makes informed choices based on available data and objectives
Third-Party Integration
Addition of necessary external data, applications, tools, or features
Forecasting
Form predictions based on past and present data/trends
Strategic Planning
At a high level, visualize a preferred outcome, define goals and identify specific steps to achieve them
Additional Functionality (83)
For IT Project Management
Supports project management for IT professionals & teams
Version Control
Track revisions and updates made to files and navigate between different versions
Data Modeling
Conceptual model of how data items relate to each other
Document Storage
Store and organize documents in a centralized system
Authentication
Verify the identity of users/devices to enable secure access
Prioritization
Arrange tasks based on the level of priority or urgency
Gantt/Timeline View
Visual representation of project's schedule, sequence and duration of tasks, benchmarks and dependencies
User Management
Manage user accounts, profiles, roles, permissions, and other details across applications, devices or networks
Transformation Roadmapping
Projections
Estimate or forecast of a future scenario based on the study of present trends
Commenting/Notes
Leave comments and notes on documents for others to view
Single Sign On
Allow users to access multiple services after entering their login credentials once
Collaboration Tools
Provides a channel for team members to share media files, communicate, and work together
Change Management
Track and monitor efficient handling of all changes/transitions
Data Mapping
Track the management and flow of data throughout the organization
Organizational Charting
Diagram that shows the structure of an organization and the relationships between parts
Portfolio Management
Overview of all programs that help compare initiatives, align projects with strategic goals and identify risk
Status Tracking
Track the status over time for a request, process, asset, or transaction
Lifecycle Management
Manage the end-to-end lifecycle, from initial setup/development to deployment and maintenance
Customizable Fields
Customize data fields to support various needs and use cases
API
Application programming interface that allows for integration with other systems/databases
Workflow Management
Create, design and manage workflows for repetitive tasks
AI Copilot
A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users
Access Controls/Permissions
Define levels of authorization for access to specific files or systems
Traceability
Track and document the history, application, or location of an item or activity
Visualization
Graphical representation of data or processes
Diagramming
Enables schematic data presentation through org charts, mind maps, flowcharts, and process diagrams.
Risk Assessment
Initiate collection and analysis of known risks
Alerts/Notifications
Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges
Process Modeling & Designing
Visually identify, define, and map all details and relationships surrounding business process models and elements
Requirements Management
Enables creation, management, and tracking of product requirements & features during product production/development
Data Import/Export
Import and export data to and from software applications
Generative AI
Use AI to generate content in the form of text, images, videos, etc.
Document Management
Store, manage, and track all electronic documents in a centralized location
Business Process Control
Define and maintain business rules that determine workflow capabilities and criteria
Reporting & Statistics
Collection, analysis, and representation of numerical data and generation of reports to understand various patterns
Architecture Governance
Audit Management
Plan, schedule, and execute organization's accounts and assets to ensure compliance with policies and laws
Drag & Drop
Assemble applications and processes by dragging over and arranging pre-built components
Activity Dashboard
Dashboard to view the status of ongoing processes, identify current incidents and track past activities
Rules-Based Workflow
Automates and streamlines business processes by creating a sequence of predefined rules and actions that govern the flow of work
Mobile Access
Access software remotely via mobile devices
Document Storage
Store and organize documents in a centralized system
Data Import/Export
Import and export data to and from software applications
Collaboration Tools
Provides a channel for team members to share media files, communicate, and work together
Document Management
Store, manage, and track all electronic documents in a centralized location
Real-Time Reporting
Active reporting of data and metrics
Customizable Forms
Customize contracts and forms to collect specific information
Activity Dashboard
Dashboard to view the status of ongoing processes, identify current incidents and track past activities
CRM
Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system
Process Modeling & Designing
Visually identify, define, and map all details and relationships surrounding business process models and elements
Drag & Drop
Assemble applications and processes by dragging over and arranging pre-built components
Task Progress Tracking
Track the status and progress of tasks
API
Application programming interface that allows for integration with other systems/databases
Calendar Management
Track and manage schedules and meetings via an integrated calendar
Audit Management
Plan, schedule, and execute organization's accounts and assets to ensure compliance with policies and laws
Commenting/Notes
Leave comments and notes on documents for others to view
Forms Management
Store, manage and track all forms in a centralized location
Alerts/Notifications
Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges
Reporting/Analytics
View and track pertinent metrics to find patterns and gain insights from data
Configurable Workflow
Configure existing workflows to meet your organization's needs
Graphical Workflow Editor
Create, design and modify the flow and processes of tasks in a project
Data Visualization
Graphical representation of data
Workflow Management
Create, design and manage workflows for repetitive tasks
Process Change Tracking
Document any changes or proposed changes made to business processes or workflows
AI Copilot
A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users
Email Management
Manage, store and organize emails within the system or via third-party apps
Templates
Sample files or documents that could be customized as needed or used as is
Real-Time Updates
Receive system updates as soon as any changes are made
Approval Process Control
Manage the process of evaluating documents or requests submitted for approval
Customizable Fields
Customize data fields to support various needs and use cases
Version Control
Track revisions and updates made to files and navigate between different versions
Forms Automation
Automate repetitive tasks such as filling out information or creating certain types of forms
Customizable Templates
Pre-designed layouts that can be customized to match preferences and requirements
Compliance Management
Track and manage adherence to policies for any service, product, process, or supplier
Activity Tracking
Track and document all activities across devices, networks, and other systems
Single Sign On
Allow users to access multiple services after entering their login credentials once
Task Management
Create, manage and track all task activities and progression
Customizable Reports
Alter the layout and content of reports
Business Process Control
Define and maintain business rules that determine workflow capabilities and criteria
Business Process Automation
Helps automate and manage information, tasks, and procedures by establishing routines and patterns associated with processes
User Management
Manage user accounts, profiles, roles, permissions, and other details across applications, devices or networks
Audit Trail
A record of all activities within the system, including user access, changes made, etc.


