The GM-X Workflow subsystem is completely configurable to automate and accelerate your order-to-bill, procure-to-order and project execution processes. With GM-X, there is no need to integrate and deploy a separate workflow application, and GM-X iteslf provides nearly 1,000 ready-to-use forms.

Contact us

General features

  • Activity-based workflow instantly routes work to the right users
  • Allows any number of workflow processes to be configured for the enterprise using drag-and-drop process modeler
  • Supports sequential, parallel and conditional activity routings
  • Activity routings can pass through internal organizations and external trading partners
  • Each workflow process has a starting task, and its activities are linked to other tasks
  • Automatically creates new workflow process cases when the starting task is completed
  • Tracks the current status of each case through the activity routing from start to finish
  • Automatically enables each activity as soon as all its predecessors are finished
  • Automatically alerts users when an activity is enabled
  • Enforces role-based access by alerting only users who are allowed to perform the activity
  • Users choose enabled activities from their Home Page instead of hunting through menus
  • Allows activities to be performed automatically by the GM-X system in background
  • A background activity can be executed immediately, as soon as it is enabled
  • Alternatively, a background activity can be enabled after its deadline expires
  • Allows administrators to monitor the status of cases and re-assign overdue activities

Workflow portal

  • 100% Web-based PHP application
  • Automatic seamless authentication
  • Optional single sign-on (SSO) from email notifications
  • Intuitive — no training required
  • Customizable workflow portal driven by role-based access controls
  • Smart portal with summary of current activity for all workflow processes (assigned, enabled, past due, complete)
  • Quickly access forms
  • Comprehensive audit trail
  • Post and follow user comments for ongoing requests
  • Direct access to specific requests (quick search)
  • Use form data as search criteria
  • Customize the display of workflow data
  • Automatic detection of URLs and email addresses
  • Delegation of tasks for user-defined period of time

Alerts

  • Event-based email notification (enabled, assigned, past due)
  • Text or HTML format email notifications
  • Email notifications, including attachments
  • Customizable email templates
  • SMTP protocol compliant with Exchange, Lotus, etc.
  • Direct launch of actions to do from email notification
  • Receive notifications of the latest user comments

Forms

  • Online fill-in forms within the web browser
  • Form fields integration with entire GM-X application
  • Attach files to forms

Mobile applications

  • Initiate a new case
  • Initiate a new work item for individual participant or team
  • Assign a work item to an individual participant or team
  • Search for an open or closed case by entering the case ID
  • Display the details of the case searched
  • Delegate work items associated with a case to another person
  • Display and manage the active delegations and all the delegations created
  • Users can fill out and submit forms via their iPhone, iPad, iPod Touch, or Android devices — Web form layout is automatically optimized at runtime according to the device resolution (smartphones, tablets)

Web form designer

  • Fully Web-based — no plugins required
  • Seamless GM-X integration
  • Nearly 1,000 ready-to-use forms for extra fast design
  • Web forms layout automatically optimized at runtime according to device resolution (smartphones, tablets)
  • Advanced attachment management
  • Data binding (SQL, Web service, XML)
  • Dependent lists
  • Field management (required/read-only/hidden activated by form or role-based access controls)
  • Field validations (data type, range, custom, compare, RegEx)
  • Fields can be defined as required or optional
  • Built-in form copy and paste
  • Full customization of form layout and fields
  • Change CSS file for advanced customization
  • Web forms generated on the fly
  • Start from scratch or reuse code generated on-the-fly by GM-X
  • Reuse your business objects
  • Once the form is created, easily add it to GM-X workflow processes
  • Required, writable, read-only and hidden fields are dynamically managed by the GM-X application — no need for web form coding
  • Field validation management
  • File attachment management
  • Leverage PHP skills for total control of the code and the data

Lists

  • Authorized users can easily create and manage lists of data for use in different forms.
  • May be implemented as dropdown lists, multi-dropdown lists, radio groups, multi-checkboxes and popup lists in forms
  • Create a new list
  • Define elements and columns in a list (text, date, and numeric formats)
  • Import a list from a SQL query or define static values
  • Refresh lists
  • Connect lists
  • Sort items in lists
  • Filters: column, comparison operators, filter by field, default filter value

Workflow functions

  • Mix human-based and automatic actions in a single workflow process
  • Create any business rules based on workflow data
  • Create conditions or exceptions based on workflow data
  • Customize contents and layout of event-based email notifications (SMTP)
  • Automatic escalation based on workflow data
  • Enable delegation for workflow participants
  • Create complex workflows with sub-processes
  • Customize and secure display of data in user interface
  • Attach any kind of file to workflows via the Alert subsystem
  • Define workflow data stored in database without programming
  • Use all assignment methods (automatic, self-service, dynamic)
  • Conditional, parallel and/or serial routings
  • Automatic synchronization
  • Launch a workflow from a third-party application
  • Unique case IDs
  • Work item completion in background mode
  • Automatic work item assignment using workflow data
  • Self-service work item assignment (the first member of a team who takes the action handles it)
  • Work item assignment by a dispatcher or manager
  • Ready-to-use Web form support
  • Export PHP web form data into multiple databases
  • Query parties at runtime to retrieve user list for dynamic assignments and/or email notifications
  • Cancel one or several work items in the running case
  • Approvals by email reply from a mobile device

Process administration

  • 100% Web-based PHP application
  • Implement workflows graphically without programming
  • Process data management (text, numeric, date, time, file)
  • Transition management (human, automatic, sub-process)
  • Notification management (customizable event-based notifications)
  • Application management (eForms, import/export, Web services, alerts)
  • Roles associated with users
  • Display automatic report of process definition with debug feature
  • Compliance with Workflow Management Coalition (WfMC) standards
  • Delegation rules administration
  • One-click deployment of processes from development to production
  • Versioning of workflows
  • Use different statuses to manage workflows (active, test)
  • Duplicate an existing workflow to create a new one

Reports

  • Activity reporting per request, action, process, participant

Accelerate workflow projects

  • Exports documents from workflows to an external file server or shared network for archiving
  • Launches a workflow when a document arrives on a file server or shared network
  • Launches a workflow when an email arrives in a specific inbox
  • Workflow definitions and forms provided
  • Project and change management
  • Process inventory
  • Process specifications
  • Best deployment practices
  • Online documentation for installation, management, and user portal
  • Over 180 FAQs in knowledge base