Questions for WORKFLOW AUTOMATION for TRAVEL REIMBURSEMENT

[sbhar...@reliablegroup.com]

I will need your help to get a few queries answered.

How can we maintain audit trail of all workflows?

How are digital signatures used in runmyprocess. We want to have every approver sign with electronic signature while approving a workflow. For example the way they use in hellosign.com

How can we maintain organizational hierarchy for sending approval requests?

How can we convert an audit trail to PDF and insert that in GOOGLE drive?

How can a rejection be intimated to the all the people in the hierarchy that the reimbursement has been rejected? This needs to be done by email notifications.

How do I configure user login so that every user who wants to create a reimbursement has to log into runmyprocess?

[Murali]

Hi Saurabh,

Thanks for your interest on RunMyProcess. Please find my inline responses.

How can we maintain audit trail of all workflows?

>>In RMP, we use Process to define the workflow and Process Reports are useful to track the status.
http://docs.runmyprocess.com/User_Guide/Development_Environment/Toolbox/Processes/Process_Design
http://docs.runmyprocess.com/Training/Training_Modules#design-a-process

How are digital signatures used in runmyprocess.
We want to have every approver sign with electronic signature while approving a workflow.
For example the way they use in hellosign.com

>>The authentication of the signature needs to be verified by signature servers, which basically are tools like you mentioned.
RMP provides an integration to such tools which would bring up the digital signature on our forms and display it,
as needed. This would incur incident charges which these signature servers would charge, apart from the RMP license costs.
Kindly let us know if you need more details and we can put you across to our business development and Pre-sales teams
who can help further and  come up with a robust solution.

How can we maintain organizational hierarchy for sending approval requests?

>>RMP provides the possibility to define various roles of organization and approval workflow/process based on the roles or specific user.
Ref : http://docs.runmyprocess.com/User_Guide/Development_Environment/Toolbox/Organization

How can we convert an audit trail to PDF and insert that in GOOGLE drive?

>>RMP provides a list of default connectors to achieve this requirement.
http://docs.runmyprocess.com/User_Guide/Development_Environment/Libraries/Connectors
There are several resolved posts in Developer Community related to PDF generation and how to save files into Google Drive.
Let us know when you need any further help.

How can a rejection be intimated to the all the people in the hierarchy that the reimbursement has been rejected?
This needs to be done by email notifications.

>>Approval/Rejection can be notified by configuring default mail provider from RMP.
Ref : http://docs.runmyprocess.com/User_Guide/Development_Environment/Toolbox/Processes/Step/Task/Process_Task_Email_Tab

How do I configure user login so that every user who wants to create a reimbursement has to log into runmyprocess?

>>Ref : http://docs.runmyprocess.com/User_Guide/Development_Environment/Customer_Account/Users

Please register for a 30 days trial account to run through default application available (Budget Approval Process)
to understand/get a view of RMP functionality.
http://docs.runmyprocess.com/Training/Budget_Approval_Tutorial

We also facilitate RMP basic training sessions through on-line videos:
http://docs.runmyprocess.com/Training/Training_Modules

Hope above references are useful and feel free to contact us for any additional information.

Regards,
Murali

[Saurabh Bharadwaj]

Hi Murali,

Thanks so much for your quick response. Let me and my team go through this and I will get back to you if we have more questions. Is there a phone number where we can reach out to you. We do not have a lot of time and have to build a workflow ASAP, thats why the rush.

Saurabh 

[Saurabh Bharadwaj]

Thanks Pray,

This really helps.

Saurabh

On Wed, Aug 19, 2015 at 1:49 PM, Pray Desai <pde...@runmyprocess.com> wrote:

Hi Saurabh,

You can contact Nick Leyton, our Business Dev Manager at +1-408-746-7334 and by email at nle...@runmyprocess.com. He is based in our California office.

Regards,

Pray Desai,

Fujitsu RunMyProcess.

[Saurabh Bharadwaj]

Hi Nick,

I just called you on your contact number and left you a message.

Though Murali has provided information on my queries and I have gone through all the links provided by him, I need your help in getting more specific information on the following:

How can we maintain audit trail of all workflows?

Requirement: We want to keep an audit trail of the life cycle of every workflow from start to end. Once the workflow terminates, whatever the case may be, approved or rejected, we need to have one consolidated PDF that shows the complete history and actions performed by users for that workflow. This is bacuse we want to print that PDF and keep it in file. We also want to insert this PDF in google Drive in a specific folder.Can you please help us in understanding how this is possible? How many manhours of job is this?

How are digital signatures used in runmyprocess. 

Requirement: We want that every user who creates/approves/rejects the workflow needs to sign the action with some kind of a signature. Can you please help us in understanding how this is possible? What is the cost associated with this and how many manhours of job is this?

How can we maintain organizational hierarchy?

Requirement: How can we create an Organizational hierarchy. Is there an option to upload an excel sheet to create an organizational hierarchy? Can you please help us in understanding how this is possible? How many manhours of job is this?

How can we convert an audit trail to PDF and insert that in GOOGLE drive?

Requirement: As per the first requirement above.  Can you please help us in understanding how this is possible? How many manhours of job is this?

How can a rejection be intimated to the all the people in the hierarchy that the reimbursement has been rejected? This needs to be done by email notifications.

Requirement: If an expense approval is rejected, we want to intimate all the users in the chain that the approval request has been rejected and for which reason. This needs to be done through an email.  Can you please help us in understanding how this is possible? How many manhours of job is this?

How do I configure user login so that every user who wants to create a reimbursement has to log into runmyprocess?

Requirement: We want to have a log in functionality for every user - creator/approver - whoever who wants to use the runmyprocess app. How can we do this?   Can you please help us in understanding how this is possible? How many manhours of job is this?

Do we need to purchase licence for every user who wants to use the application or do you have any plans?

Besides, is there a possibility that you can show us all of this/ whatever possible in a demo so that we can we can quickly purchase licences and start building.

Thanks

Saurabh

On Wed, Aug 19, 2015 at 1:49 PM, Pray Desai <pde...@runmyprocess.com> wrote:

Hi Saurabh,

You can contact Nick Leyton, our Business Dev Manager at +1-408-746-7334 and by email at nle...@runmyprocess.com. He is based in our California office.

Regards,

Pray Desai,

Fujitsu RunMyProcess.

On Tuesday, August 18, 2015 at 1:56:57 PM UTC-7, sbhar...@reliablegroup.com wrote:

[Nicholas Leyton]

Hi Saurabh,

Thank you for the follow up email.  I will take a look at what you have provided and get back to you shortly.

 

Regards,

 

Nick Leyton, Business Development Manager

FUJITSU, Global Software Center

Tel: +1 (408)746-7334

www.runmyprocess.com

 Fujitsu RunMyProcess