At Crocsoft, we bring efficiency and structure to your business processes with Pardi BPM, a dynamic and flexible business process management tool. This software allows users to define roles and permissions for each participant, ensuring that tasks are completed by the right people at the right time. With Pardi BPM, users can create dynamic workflows and forms, track process steps, and facilitate seamless collaboration across departments.

Overview and Expertise

Pardi BPM is designed to streamline business workflows by dividing tasks into well-defined steps, from initiation to completion. The software ensures that only authorized users can view or modify certain information at each stage, thus enhancing security and accountability. The main functionalities include:

• Dynamic Form Creation: Users can design custom forms, defining fields for collecting necessary information.
• Workflow Diagramming: A dynamic workflow diagram allows users to visually map out processes and adjust them as needed.
• Permission Management: Assign permissions to users, controlling which forms and records they can view or edit.
• Process Automation: Automate the movement of tasks between users, ensuring smooth transitions from one step to the next.

Process and Workflow

Pardi BPM allows businesses to define and automate complex workflows. A typical process involves the following steps:

1. Dynamic Form Creation: Users define the fields they need for a particular task using customizable form builders.
2. Workflow Design: After creating the form, users can set up a dynamic workflow diagram that defines the sequence of tasks, approvals, and responsible users.
3. Task Assignment and Permission Management: Based on the workflow, users assign permissions for who can view or edit specific forms and data.
4. Task Execution and Completion: Users complete their assigned tasks, and upon finishing, the task is automatically sent to the next user or department for review and approval.
5. Completion and Reporting: Once all tasks are finished, the process is completed and detailed reports can be generated to track performance and progress.

[Custom Forms and Dynamic Workflow]

Pardi BPM provides maximum flexibility with its dynamic form creation and workflow diagram features:

• Custom Form Fields: Users can create forms tailored to the specific needs of a task or project, including text fields, checkboxes, date pickers, and more.
• Dynamic Workflow Design: The software allows users to create, modify, and update workflows in real-time, ensuring that processes stay aligned with evolving business needs.
• Role-Based Access: Users can assign roles that determine which sections of a form or workflow they can view, edit, or submit.

For example, in a municipality, an investigation process might be initiated after receiving a report of illegal construction. Field teams are assigned to inspect the building, upload photos, and fill in important data points. Once completed, the task is passed to office workers for review, who may issue warnings or take legal action if necessary.

External Data Integration

Pardi BPM allows for external data integration. If your workflow requires data from an external source, the software dynamically retrieves and parses that information, enabling users to seamlessly integrate external data into the process. Furthermore, when a task requires external communication, such as sending notifications to stakeholders, Pardi BPM automates the process and ensures that all necessary parties are informed.

Use Case: Municipal Building Inspection

A common use case for Pardi BPM is in municipal building inspections:

1. A report of illegal construction is submitted to the municipality.
2. A workflow is initiated where field teams are assigned to inspect the site, capture photos, and gather data.
3. The collected data is sent to the office team, who reviews the information and issues a warning if necessary.
4. The legal department takes over, providing legal notices to the building owner if there is indeed an infraction.
5. If no resolution is reached, the issue is escalated to the courts, and ultimately, the demolition team is tasked with resolving the issue.

Each step is handled by the appropriate user, ensuring that tasks move efficiently from one department to the next.

Mobile and Field Operations

Pardi BPM supports mobile applications, allowing users to:

• Perform inspections and complete tasks directly from the field.
• Upload photos and collect geospatial data using mobile devices.
• Receive real-time updates and notifications on task assignments and workflow progress.

This functionality is particularly useful for field teams who need to gather data on-site and update the system in real time.

Automation and Real-Time Updates

One of the standout features of Pardi BPM is its ability to automate processes and provide real-time updates. Key functionalities include:

• Automatic Task Assignment: When a user completes a task, the next step is automatically assigned to the appropriate user or department.
• Real-Time Notifications: Users receive notifications about task updates, new assignments, or status changes.
• Data Parsing and Integration: The software can parse data from external sources and integrate it into ongoing processes.

Customization and Flexibility

Pardi BPM is highly customizable, allowing businesses to:

• Modify workflows dynamically: As business needs change, users can easily update workflows without disrupting ongoing tasks.
• Create and edit form fields: New data fields can be added as needed, ensuring that the system remains adaptable.
• Update permissions: Adjust user roles and access rights as new team members are added or as responsibilities shift.

Support and Maintenance

At Crocsoft, we offer comprehensive support and maintenance for Pardi BPM, ensuring that the system remains updated and fully operational. Key services include:

• Regular system updates: New features and bug fixes are rolled out frequently.
• Data backups: Automated backups ensure that no data is lost, even in case of system failures.
• Technical support: Our team is available to assist with any customization requests or troubleshooting needs.

Pricing and Packages

Pardi BPM offers flexible pricing plans to fit the needs of businesses of all sizes:

• Basic Plan: Core features, limited to a specific number of users and workflows.
• Pro Plan: Full feature access with extended workflow options and user capacity.
• Enterprise Plan: Custom features, unlimited workflows, and dedicated support for large organizations.

For more details on pricing, please contact our sales team.

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This detailed overview of Pardi BPM shows how Crocsoft can help your business automate, streamline, and optimize its workflows, ensuring efficient task completion from start to finish. Whether you need to manage dynamic forms, set up workflows, or track process progress, Pardi BPM provides the tools you need to keep your business running smoothly.

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