Process Director Features

Process Director

Cloud-based Business Process Management & workflow platform

4.47/5 (19 reviews)

Process Director Feature Summary

  • Business Process Management with workflow app building
  • Business Rules Management
  • Collaboration
  • Data automatically assigned metadata to improve search
  • Ideal for “activity-based” processes with defined milestones
  • Evaluate processes based on past experience & current status
  • Capture modifiable, parallel & time-aware business processes
  • Track tasks and changes with routing slips
  • Examine "what if" scenarios with Process Timeline feature
  • Process Simulation
  • Capture digital, electronic and eSign signatures
  • Build dynamic smart forms for business applications
  • External database integration, connect to sources via SQL
  • Adaptable UI, customized to meet specific requirements
  • Knowledge Management (KM) functions for search & reporting
  • Process Timeline generates and updates Gantt-style charts
  • Build rich, complex applications via point-and-click
  • Connectors for a multitude of applications and databases

Operations Management Feature Comparison

Most popular features of all Operations Management apps

API (405 other apps)
Activity Dashboard (289 other apps)
Activity Tracking (175 other apps)
Audit Trail (158 other apps)
Auditing (238 other apps)
Automatic Notifications (290 other apps)
Compliance Management (179 other apps)
Custom Fields (169 other apps)
Customizable Reporting (227 other apps)
Data Import/Export (229 other apps)
Document Storage (174 other apps)
Inventory Management (186 other apps)
Inventory Tracking (187 other apps)
Invoice Management (170 other apps)
Monitoring (174 other apps)
Multi-Location (155 other apps)
Real Time Data (200 other apps)
Reporting & Statistics (200 other apps)
Third Party Integration (201 other apps)
Workflow Management (195 other apps)

Competitor Feature Comparison

Process Director Feature Reviews

19 reviewers had the following to say about Process Director's features:

Lisa Campbell Chau

User Review of BP Logix Process Director/Cloud Edition, Implementation and Services

2013-03-19

The selection of Process Director enables us to integrate with other third party applications including financial management software.

Pros

Reporting is very easy with Excel exports, and the system supports our audit activities as reports are easy to assemble.

Cons

Wish we could deploy Process Director for more processes and will continue to look for opportunities to do so.

Rating breakdown

Ease of use
Customer support
Source: Capterra
Helpful?   Yes   No
Read more
Joann Pendleton

Process Director is a great tool for developing forms and workflows.

2017-05-02

We can collect data and monitor compliance with different initiatives.

Pros

We can monitor and run reports based on form results.

Cons

You can go to support.bplogix.com and find what you need, but it would be nice to click a help link or hit F1 and go directly to the help section for that feature. Form response can be slow when you use arrays.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Weekly

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Alberto Manuel

Speed to implement

2011-08-16

Process Director decreases dramatically time, effort, licensing and internal costs to implement your business processes, because it s simpler to build and implement automated process, not relying on IT knowledge to embrace your business transformation.

Pros

Timeline modeling - brings the possibility to design complex processes that cannot be designed easily with flows - (recursive, parallel tasks) .

Cons

Out of the box reporting could be richer.

Rating breakdown

Ease of use
Customer support
Source: Capterra
Helpful?   Yes   No
Read more
Willard Dennis

A great choice for BPM software

2010-07-19

Very good BPM software, especially considering the price.

Pros

Very easy to install and upgrade; very flexible framework that requires little to no traditional programming skills to implement a feature-rich business system.

Cons

Reporting system is bare-bones, and hooking third-party reporting software (in my case, Crystal Reports) to the underlying database was necesarry to produce some reports I needed.

Rating breakdown

Ease of use
Customer support
Source: Capterra
Helpful?   Yes   No
Read more
Stuart Janzen

Innovative and Excellent!

2016-06-14

I implemented Process Director about a year ago, and currently run roughly 7000-10,000 new processes a month without any major challenges. It has been stable, day in and day out.

Pros

They can be designed by our business units, and enhanced by our developers if need be.

Cons

The only thing I have found as lacking with this software, is the Knowledge View reporting that comes out of the box.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 6-12 months

Frequency of use: Daily

Likelihood to recommend

10/10

Recommendations to others considering Process Director

I have been working with process management and automation solutions for the better part of 18 years, and this is by far the most flexible and all encompassing tool I have used to date. Frankly, the biggest limitation will be the imagination and creativity of the architect you choose to design your process.

Source: Capterra
Helpful?   Yes   No
Read more
Colin Ross

BP Logix Process Director Highly Recommended

2011-09-14

I have implemented over 20 internal solutions using this product and we have effectively built our own ERP and CRM system using it. I have also implemented many solutions for clients, and have trained many clients who have benefitted enormously from this software. If you want an excellent BPM product without having to write code and are willing to invest in some training to get the best from it then I highly recommend Process Director.

Pros

Everything else including the workflow design and administration is done through the browser therefore eliminating the need for any client installation and simplifying admin.

Cons

The new reporting module is not the most intuitive, but it is fully featured and powerful once you learn it. The interface can get a bit confusing at times and slow to navigate with lots of popups.

Rating breakdown

Ease of use
Customer support
Source: Capterra
Helpful?   Yes   No
Read more
Bill Hayes

Process Director fits the need.

2011-08-09

All in all this application fits the need; Whether you have 100 processes that all need to link to each other, or one simple process that you just want to increase accountability for. The ease of use, scalability, and low cost made me an instant fan.

Pros

This makes gathering requirements and creating workflows extremely visual, which in an advertising agency is essential to getting understanding and sign-off for each program implementation.

Cons

Limitations surrounding permissions to view forms and workflows could be improved.

Rating breakdown

Ease of use
Customer support
Source: Capterra
Helpful?   Yes   No
Read more
Karthikeyan Panchatcharam

Using BP Logix implementing Electronic Employment Application Process

2017-04-14

Also this product helps to develop the flow as engine and it nicely integrates with our company proprietary software.

Pros

PDF Creation : Creating PDF in multiple documents get accomplished in very simple steps.

Cons

Lack of support Edit Mask : For the field that has special data type like phone, email, hourly rate dollar amount, BP Logix doesn't offer a easy way to edit mask a field.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

9/10

Recommendations to others considering Process Director

BP Logix scripting is little bit difficult for the user. It would be great, If BP Logix Plugin could integrate directly to the Visual Studio by getting the intellisense would be great help of developers.

Source: Capterra
Helpful?   Yes   No
Read more
Justin McClung

Not So Great Product

2016-09-19

The software is clunky and slow and the interface is not user friendly

Pros

The dashboard is a nice feature that will allow users to view which tasks are waiting for approval

Cons

The software is not easy to use and can be complicated at times.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 6-12 months

Frequency of use: Daily

Likelihood to recommend

2/10

Recommendations to others considering Process Director

There are lots of BPM software solutions available. Please be careful when purchasing one, especially one with a hefty price tag like BP Logix.

Source: Capterra
Helpful?   Yes   No
Read more
Jim Jandovitz

BP Logix Review

2017-04-13

Product performs as advertise and is easy to use.

Pros

Ability for the end user to create workflows on online forms.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

9/10

Recommendations to others considering Process Director

Very easy to setup and use. This has become our go to development platform throughout the city. No more .net development.

Source: Capterra
Helpful?   Yes   No
Read more
Alan Ingram

Flexible and powerful, endless possibilities before you need to write even a single line of code!

2011-08-16

However, Process Directors unique attributes make the ROI clear and far more persuasive than with lesser solutions; simple unlimited user licensing options, Microsoft based technologies for easy implementation, strong product support and training partners, familiar tools such as Word for eForm building, workflow and processes, business intelligence, accessible web interface for administrators and users, unrivalled flexibility of features and out-the-box deployment ability.

Pros

Powerful database integration via SQL queries, SOAP web service calls (in both directions) and even REST calls make integration more possible than with similar products.

Cons

When building processes for the real world, the devil is in the detail; a lookup of an address might sound simple at first but in reality the address may be in a different table to the main account information, the postcode may or may not have a space separator and the search may return multiple matches rather than just one.

Rating breakdown

Ease of use
Customer support
Source: Capterra
Helpful?   Yes   No
Read more
Bruce Lawrence

Easy and intuitive to deploy

2010-07-19

Highly recommended for rapid deployment of processes for an organization.

Pros

Very easy to create enhanced workflows and forms without any coding needed.

Cons

Lacks an effective "out of office" feature, users have to be manually delegated by someone who has the proper permissions.

Rating breakdown

Ease of use
Customer support
Source: Capterra
Helpful?   Yes   No
Read more
Laura Davis

BP Logix Process Director

2011-08-12

I'd definitely recommend anyone interested in a BPM solution take a look at Process Director. You won't be disappointed.

Pros

We've evaluated a number of forms automation / workflow apps over the years but Process Director is by far the most economical, feature rich, do-it-yourself system out there.

Cons

About the only thing that I've found frustrating working with PD is that there are times when all the options on a dialog aren't documented at all or the way they are documented doesn't make sense until I talk to support.

Rating breakdown

Ease of use
Customer support
Source: Capterra
Helpful?   Yes   No
Read more
Allan Furman

Great Software! - a very satisfied customer

2017-02-03

Our company searched high and low to find a quality workflow solution to replace a failing legacy solution.

Pros

Extremely robust, yet easy to use.

Cons

I have no significant cons

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

10/10

Recommendations to others considering Process Director

If someone is looking for a tool that will allow business analysts with a little bit of technical savvy to create complete applications (without having to pay expensive programmers) then this is the tool for them.

Source: Capterra
Helpful?   Yes   No
Read more
Michael Nomland

Process Director Salvation

2016-06-22

Working with the team, we were able to deliver the right solution on-time to our associates.

Pros

Ease of use. Integration with our other systems.

Cons

Learning curve for the deeper process functions.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Daily

Likelihood to recommend

10/10

Recommendations to others considering Process Director

Make sure that you know your process before trying to implement.

Source: Capterra
Helpful?   Yes   No
Read more
Anonymous
A verified reviewer

I found this to be on par with other canned workflow tools. That is, not so great overall.

2018-03-27

Pros

If you don't already have a team of coders, but have talented and technically-inclined individuals itching for a new challenge, this may be a good way to enable them to produce simple throwaway forms and workflows. Also found BP Logix tech support to be above average, though product development support is not included in the basic software license.

Cons

And, unlike code, which represents the utmost in flexibility, you are working within the limited confines of one tool that does not support such common development tasks as renaming fields, adding more than x number of records to a drop-down, or diffing files to find out what has changed.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Other

Source: Capterra
Helpful?   Yes   No
Read more
Takayuki Nishikiori

Process Director isn' t only a BPM product !

2011-08-17

Process Director is not such "BPM Suite" as "BPM Tool" which is used for Agile BPM & Project Managing. Because many BPM Suite Product is deploying as a huge project, but Process Director is deployed by Business Users. No Programming concept is very helpful for customers.

Pros

Unique approach to define on business processes.My favorite feature is "Process Timeline"

Cons

Only .Net technology

Rating breakdown

Ease of use
Customer support
Source: Capterra
Helpful?   Yes   No
Read more
Michael Skarp

bplogix REVIEW

2010-07-07

Its a great product, if i had to choose again it would be the same choice.

Pros

Most things are very easy, with very little programming needed, point and click.

Cons

Because of the point and click it can be difficult to figure out how to do some things.

Rating breakdown

Ease of use
Customer support
Source: Capterra
Helpful?   Yes   No
Read more
Ricky Gonzalez

A simple and easy to use software package that packs a big punch to solves unique business processes

2017-07-21

- Process Director helps us provide solutions to niche processes that fall outside of the company's enterprise processes. - Moving from hard copy forms to an electronic format gives us visibility into our processes and eliminates the need to ask "Where are we on this process". - Automating our processes improves efficiency and eliminates a majority of phone calls and emails back and forth. - We have been able to develop simple processes for quick hits to improve a process as well as solve and improve complex processes.

Pros

- Easy for a non-developer to develop a process from start to finish, yet has the tools a developer needs to develop complex scenarios

Cons

I don't have a con that I can list since I have yet to find a scenario that Process Director doesn't have a mechanism to solve.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more