moduł bosflow
Custom Modules and Processes

Custom Modules and Processes

With Bosflow, it is possible to model virtually any business process. In addition to the predefined, most commonly implemented modules and processes such as registry office, invoice workflow or leave requests, every organization has its own distinctive business processes that can be reflected in the system. Bosflow also serves as an excellent repository for all types of documents important to an organization, for each of which a dedicated register can be set up within the system.

Korzyści:

  • Handle all processes present in the organization within a single system
  • Store various types of documents in separate registers
  • Represent individual and specific business processes
  • Replace repetitive manual work with software robots

Document Registers

Bosflow allows the creation of document registers. For each document type, it is possible to collect relevant data in dedicated form fields. Documents entered into the system are assigned to the appropriate register, which can then be freely filtered and sorted. Advanced and full-text search functions are also available. Examples of registers include those for resolutions, powers of attorney, policies and legal opinions.

Internal Document Flow and Requests

For every document type, a business process can be modelled using the process modeller—from registering a request via a dedicated form, adding information, up to obtaining approval. The process can conclude with the generation of a ready-to-use PDF document. Such processes can be modelled for HR requests, access permissions, contract creation and other documents requiring approval.

Software Robots

Individual stages and tasks of non-standard or specific business processes can also be modelled using software robots. They are especially useful in processes that require data processing across various systems and applications or in tasks involving repetitive actions that can be performed by a robot instead of a user.
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moduł bosflow

Project Management

The project management module enables the convenient planning and ongoing handling of various types of projects: investment, research, educational, commercial or training. The system allows for planning and settlement of projects funded internally or externally, including both short-term and multi-year ones. All data and documents are clearly collected in a project file, which can contain: contracts, correspondence, public procurement requests, emails, notes, schedules and other documents related to the project. The module also supports the detailed planning of individual tasks and generates notifications about significant project events

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moduł bosflow

Procurement Management

The procurement management module enables the synchronization and optimization of purchasing processes for materials, products and services taking place within the organization. The system guides users through the entire workflow – from submitting a requisition, verifying and approving it, to issuing the product from the warehouse or initiating a new purchase process and finally to placing an order with the supplier based on a previously established contract. For public sector entities, gathered and consolidated purchase requests can trigger applications to initiate public procurement proceedings.

The access to comprehensive analytics of historical requests allows for informed approval of new requests in the system. Moreover, their consolidation into a single supplier order or a procurement application streamlines purchasing processes. Thanks to the integration of the Bosflow system with warehouse and supplier systems, purchasing can be carried out almost fully automatically. Procurement processes can be implemented in full or in selected areas, depending on the organization’s purchasing policy and the specific needs and nature of its operations.

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moduł bosflow

Financial Management

The area of financial management is one of the key areas for organizations in terms of process automation and document workflow. Implementing processes related to financial documents has a direct impact on the effectiveness of a unit’s financial management. The system enables cross-checking of documents by linking invoices with orders, contracts, requests to initiate proceedings, projects and relevant budget positions. This way, it is possible to continuously monitor the execution of a given contract or project and keep track of the load on specific budget items.

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