BPA Platform

BPA Platform

Overview

Through our 4 key Software Capabilities, BPA Platform gives businesses the power to optimize their processes alongside their already existing systems. Our product is built around the primary concepts of tasks & steps to facilitate your organization’s capacity to build highly flexible automations with logical building blocks. By leveraging the power of your existing systems: information sources, infrastructure, communications, and applications, we are able to seamlessly integrate and avoid the need for complex programming. We are here to help you work smarter, not harder.

Features

DATA INTEGRATION & SYNCHRONIZATION Cost and security can be a big toll on any business. Integrating your systems with our automations will sync up your processes, thus eliminating those repetitive manual administrative tasks; ultimately resulting in saving your organization time and money. In addition, with our ‘codeless’ environment, connector tools, and web services, the upgrade path of your primary applications will be safeguarded.

  • Drag-and-Drop Experience You will experience a full drag-and-drop to visually represent each integration step within the broader automated process.
  • Transformation functions We’ll supply you with a set of transform functions as well as the ability to drag them onto the mapping area so the data can be changed between input and output.
  • Hundreds of connectors Hundreds of data connectors will be available to you vi  our easy-to-use platform

REPORT & DOCUMENT AUTOMATION Report circulation has never been easier! We offer several capabilities to automate both the creation and distribution of your internal and external reports and documents.

  • Drag and Drop Scheduler Our Scheduler or Database event tools allow you to automate which data you’d like to send and how you’d like it to be delivered via our drag-and-drop option.
  • Automate Reporting Tools Flexible distribution methods and popular report tools such as SSRS (server and local mode), Crystal Reports, and reporting engines native to business applications can be automated as you need.
  • Save and Send Send your documents in half the time via email, FTP, or to a printer, then ensure the safety of your documents with our triple-layer security, including password encryption.

NOTIFICATIONS & ALERTS Remembering to send notifications or alerts doesn’t have to be its own job anymore. With the BPA Platform, you will have the ability to schedule email and SMS messages 24/7, 365 days a year.

  • Easy-to-Use Editor Our HTML builder can make even the most novice look like a pro. Use the plain text notifications as well for an easy way to communicate exactly at the time you need.
  • Multiple delivery Methods With our native database triggers (Microsoft SQL, Oracle) and proprietary APIs (JSON, SOAP, REST), you can send time-based messages up to the minute.
  • Memory and Escalation You can capture everything that happens and take action when escalation is required.

WORKFLOWS Whether your workflow process involves a single level or a multistage workflow authorization process, our capability enables you to start small but scale quickly.

  • No Coding Required Simple drag and drop, point and click editor & support for internal and external contributors means you don’t need an advanced degree.
  • Fully Responsive No matter where you are, you can stay on top of your projects with systems that automatically comply with desktop, mobile, and tablet devices.
  • Multi-level Workflow Authorizations See when a workflow has begun and create pre-configured groups of approvers that can be modified through our intuitive notification capabilities.

 

Let us put BPA to work for you.

 

Use Cases

Common types of applications, systems or web services our customers have integrated with include:
  • ERP systems
  • CRM solutions
  • eCommerce applications
  • Content management systems
  • Email marketing tools
  • WMS applications
  • Accounting software
  • EDI solutions
  • Courier services
  • Inventory management tools
  • HR applications
  • Credit referencing services
Common reports and documents that are automated include:
  • Credit control letters
  • Renewal documents
  • WIP reports
  • Waste reports
  • Pick lists
  • Compliance documents
  • Stock reports
  • Sales reports
  • Welcome packs
  • Support ticket reports
  • Delivery notes
  • Budget reports
Common internal and external notifications and alerts our customers have used include:
  • Large account placed on hold
  • Aged debtor updates
  • Stock level warnings
  • Back orders are now in stock
  • Performance/KPI notifications
  • Price change updates
  • Order status updates
  • Order confirmations
  • Service date reminders
  • Contract renewal reminders
  • Delivery notifications
  • Appointment confirmations
Common workflows created using our platform include:
  • Purchase order authorisations
  • Supplementary data request
  • Credit limit reviews
  • Commission sign off
  • Price change authorisations
  • Holiday approvals
  • Discount authorisations
  • Review processes
  • Expenses approvals
  • Credit note authorisations
  • Account reallocation approvals
  • Service quote approvals

Pros and Cons

Pros:

  • Low-code solution – you don’t have to be a full-stack programmer to use it.
  • Powerful, multi-step if/then engine allows for powerful data processing
  • Built-in data sets often times eliminate the need to install a separate database for data transformation
  • Practically unlimited possibilities.
  • Dozens of pre-built tight integrations.
  • When a pre-build integration doesn’t exist, a generic integration jump-starts the process.
  • Premise install.
Cons:
  • Licensing is based on the number of tasks; however, tasks can be multi-step
  • Many features require a separate license, but those features tend to have a good ROI
  • Not as drag-and-drop as the marketing materials lead you to believe.  You still need to be an expert on the data structure and have some knowledge of programming (if you can write reports, you likely have the required skills)
  • Not Software as a Service (SaaS)

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