ProcessMaker Features
Customization (5)
Document Generation
Enables users to create documents for business processes and provides a wide array of templates which are customizable. 166 reviewers of ProcessMaker have provided feedback on this feature.
Process Design
As reported in 177 ProcessMaker reviews. The ability to create custom workflows aligned with business objectives.
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. 160 reviewers of ProcessMaker have provided feedback on this feature.
No-Code App Development
Based on 158 ProcessMaker reviews. 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.
Low-Code App Development
As reported in 159 ProcessMaker reviews. Provides development environments to allow users to develop applications which automate workflows and business processes with minimal coding.
Collaboration (4)
Permissions for Sharing
Enable decision-makers to easily share processes with the proper employees. This feature was mentioned in 161 ProcessMaker reviews.
Data Unification
Based on 156 ProcessMaker reviews. Compile data from across all systems so that users can view relevant information easily.
Accessibility
Based on 168 ProcessMaker reviews. Allow users to access workflows and processes from anywhere given that employees in different locations and roles will require.
Process Routing
Ensures the right task is being assigned to the proper employee across an entire process. 173 reviewers of ProcessMaker have provided feedback on this feature.
Process Management (7)
Process Overview
As reported in 169 ProcessMaker reviews. Provides users a holistic view of all workflows so as to see how all processes work together.
Process Analysis
As reported in 160 ProcessMaker reviews. Delivers data points such as time and cost of a process on a dashboard to evaluate process efficacy.
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. This feature was mentioned in 159 ProcessMaker reviews.
Unstructured Processes
Provides the ability to manage unstructured processes. 33 reviewers of ProcessMaker have provided feedback on this feature.
API Connection
Connect with existing systems via API. 43 reviewers of ProcessMaker have provided feedback on this feature.
Intelligence
Gives user machine learning tools for intelligent process improvement 39 reviewers of ProcessMaker have provided feedback on this feature.
Document Approval
Streamline and simplify document approval processes. This feature was mentioned in 43 ProcessMaker reviews.
Setup (4)
Activities
As reported in 71 ProcessMaker reviews. Provide standard activities and tasks that can be customized by users
Flows
Users can easily create flows using drag and drop features This feature was mentioned in 71 ProcessMaker reviews.
Dependencies
As reported in 71 ProcessMaker reviews. Define and manage dependencies between tasks and workflows
Notifications
Include alters that can be used with workflows This feature was mentioned in 72 ProcessMaker reviews.
Management (3)
Updates
Based on 67 ProcessMaker reviews. Ability to update multiple workflows at the same time
Audit Trail
Maintain a history of all workflow changes 67 reviewers of ProcessMaker have provided feedback on this feature.
Integration
As reported in 66 ProcessMaker reviews. Integrate with ERP or project management software
Digital Workflows (3)
Logic and Conditions
Based on 30 ProcessMaker reviews and verified by the G2 Product R&D team. 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.
No-Code Or Low-Code
Based on 30 ProcessMaker reviews and verified by the G2 Product R&D team. Provides the user with a no-code or low-code environment in which they can build applications and workflows, including drag-and-drop features.
Document Management
Based on 29 ProcessMaker reviews and verified by the G2 Product R&D team. Gives the user the ability to manage documents, including versioning and the ability to integrate those document with third-party applications.
Forms (3)
Data Mapping
Based on 28 ProcessMaker reviews and verified by the G2 Product R&D team. Integrates data and processes from multiple sources into a single system.
Templates
Based on 26 ProcessMaker reviews and verified by the G2 Product R&D team. Build interfaces once and use them across one or more processes.
Mobile-Friendly Forms
Based on 26 ProcessMaker reviews and verified by the G2 Product R&D team. Gives the user the ability to build and use forms on mobile devices.
Automation (4)
Workflow Automation
Based on 31 ProcessMaker reviews and verified by the G2 Product R&D team. 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.
Workflow Mapping
Based on 29 ProcessMaker reviews and verified by the G2 Product R&D team. Visually displays connected applications and integrated data. Allows customization and management of workflow structures.
Real-Time Updates
Based on 30 ProcessMaker reviews and verified by the G2 Product R&D team. Processing changes to data sources and applications as changes are made in real-time.
Robotic Process Automation
Based on 18 ProcessMaker reviews and verified by the G2 Product R&D team. Offers the ability to record processes performed by humans to be recreated by bots.
Development Tools (3)
Drag-and-drop Form Builder
Based on 18 ProcessMaker reviews and verified by the G2 Product R&D team. Allows users to create forms with branching logic without any code.
API Builder
Based on 18 ProcessMaker reviews and verified by the G2 Product R&D team. Provides a built-in API builder for developers.
Integrations
Based on 18 ProcessMaker reviews and verified by the G2 Product R&D team. Integrates with back office systems, content management systems, and other types of office software.
Field Tools (6)
OCR
Based on 13 ProcessMaker reviews and verified by the G2 Product R&D team. Provides built-in optical character recognition (OCR) functionality.
GPS & Time Stamps
Based on 14 ProcessMaker reviews and verified by the G2 Product R&D team. Records GPS and time data points in reports.
Barcode and Signature Capture
Based on 15 ProcessMaker reviews and verified by the G2 Product R&D team. Allows users to attach barcode and/or signature data within a report.
Image and Video Capture
Based on 14 ProcessMaker reviews and verified by the G2 Product R&D team. Provides built-in image and video recording capabilities.
Offline Capability
Based on 13 ProcessMaker reviews and verified by the G2 Product R&D team. Allows users to access and finalize forms without an internet connect.
Embedded Work Instructions
Allows users to access built-in work instructions. 15 reviewers of ProcessMaker have provided feedback on this feature.
Back Office Tools (3)
Report Formatting
Based on 18 ProcessMaker reviews and verified by the G2 Product R&D team. Converts data collected from forms into reports in a variety of file types (PDF, Word, etc).
Roles and Permissions
Based on 19 ProcessMaker reviews and verified by the G2 Product R&D team. Define and manage roles and access rights for the entire system.
Analytics Dashboards
Based on 16 ProcessMaker reviews and verified by the G2 Product R&D team. Provides performance analytics dashboards.
Process Development (1)
Process Routing
Ensures the right task is being assigned to the proper employee across an entire process. This feature was mentioned in 48 ProcessMaker reviews.
Generative AI (3)
AI Text Generation
Based on 14 ProcessMaker reviews. Allows users to generate text based on a text prompt.
AI Text Summarization
Condenses long documents or text into a brief summary. 14 reviewers of ProcessMaker have provided feedback on this feature.
AI Text Generation
Based on 12 ProcessMaker reviews. Allows users to generate text based on a text prompt.
Data Capture (2)
Multi-format Support
Allows the user to process documents in various formats such as PDF, DOCX, and JPEG.
OCR Capabilities
Gives user the ability to convert different types of documents into machine-readable text using Optical Character Recognition (OCR).
Data Extraction (2)
Entity Recognition
Enables the user to identify and extract specific entities like names, dates, and addresses from documents.
Text Classification
Gives user the ability to categorize sections of text within the document based on preset criteria.
Data Validation (1)
Accuracy Checking
Provides the user with the capability to validate the extracted data for accuracy.
Workflow Automation (2)
Batch Processing
Enables the user to process multiple documents in a single batch operation.
Process Integration
Gives user the ability to connect to automation technology, such as robotic process automation (RPA).
Document Management (2)
Search Functionality
Enables users to search through the content of processed documents easily.
Version Control
Allows the user to track changes and manage different versions of a document.
Machine Learning (1)
Custom Model Training
Gives user the ability to train custom machine learning models for specific data extraction tasks.
Natural Language Processing (1)
Sentiment Analysis
Provides the user with the ability to analyze the sentiment expressed in the textual content of the document.
Semantic Analysis (1)
Contextual Understanding
Allows the system to understand the context of words and phrases for better data extraction and classification.
Data Integration (1)
API Support
Provides the user with the ability to integrate the IDP system into other applications through APIs.
Security (2)
Compliance Standards
Assures the user that the system complies with industry regulations like GDPR.
Data Encryption
Ensures that all data processed is encrypted for security.
Agentic AI - Business Process Management (7)
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
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 - Workflow Management (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
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