Features and Functions
The Engage Process platform has over 30 features and functionalities to help you reach your goals.
What do you want to do?
Choose what you want to do below to filter features that are best suited to your goals.
Modeler: The Modeler is the "drag & drop" process mapping tool in Engage Process. Here you can create and design your AS IS (current) and TO BE (future) processes, specifically designed to include all team members in the process discussion.
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AnalysisIntegrated calculation functions help you see the impact of improvements and suggestions in your processes. Show/Hide® and SwitchView® functionality allow you to create different views of the process. -
Brainstorm (App)Web and mobile application to submit ideas and feedback during process workshops. The App is ideal for remote workshop attendees. -
Compare ProcessesVisualize process improvements and compare the AS IS and TO BE process maps. The comparison function shows detail from each process side-by-side, providing clear insights to all stakeholders involved in decision making. -
FindingsIn Findings, improvement ideas or issues are logged and submitted as a task in Teamboard, prompting teams to take further action. -
ImportEngage Process allows for import of BPMN2.0 based process maps created by other applications like BPMOne, MS Visio and others. After import these can be further enriched and improved in Engage Process. The import function helps at onboarding Engage Process without process mapping work from the past getting lost.
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(Intuitive) IconsIn Engage Process, process maps read like an illustrated book. No squares and triangles but self-explanatory icons that make the process instantly clear to all involved staff, without the need for special training. -
Process MappingThe Syntax Engine of Engage Process allows you to build processes by simple “drag & drop”. More complicated aspects like choices, parallels, sub-processes, waiting moments and others are mapped on the fly, providing real-time updates and changes to support interactive workshops. The Syntax also helps to identify critical process errors, such as un-defined process loops. -
ReportsThe powerful reporting function is where tables, processes and process steps are combined to provide information overviews. Instantly create reports from your process input and monitor everything from compliance and process improvement to GDPR registers and more. -
UploadAttach documents to a process step for further explanation and instruction, linking additional detail to maintain and access in one place. -
Version ControlMapping a process often goes through multiple iterations. Keeping old versions can be important to see how modelling your processes evolves and maintain a record of changes. -
Properties (Tables)A key strength of Engage Process is the ability to enrich each process step with countless customizable properties such as role, cost, duration, waiting time, systems used, GDPR and many more. Tables are for data management where data sets and related information is centrally set up and managed.
Viewer: The Viewer is the read-only tool, or digital handbook, of Engage Process. This allows you to see finalised processes in detail.
The Feedback function allows you to review and comment on works in progress.
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ApprovalThis function formalises approvals to publish final versions of processes that are aligned with your organisation's guidelines and policies. -
ExportsThe export function helps you to export or transfer your process maps to other systems, or print them via Visio, Word, Excel, PowerPoint and PDF. -
FeedbackContinuous Improvement and People Driven Change are supported by the Feedback function of the Viewer. This function allows all stakeholders to provide feedback on processes or process steps, compiling input in one place. -
HandbookAn extensive operational Handbook is created by publishing processes from the Modeler to the Viewer. Work-instructions, details and hyperlinks to your IT environment are all included. The OneStepView® function allows employees to see all relevant details in context of the value stream. -
Share ProcessesAll stakeholders involved in a process should be able to review and comment on the process map. The Engage Process Viewer allows you to share processes with team members across the organisation (and outside the organisation) and collect feedback. -
Show/HideChoose the level of detail you wish to see when working with the Modeler or when reviewing a process in the Viewer. Hide the more in-depth details from view in order to get the big picture without losing the information in the background. From here, you can activate the analysis function to easily recognize bottle necks and areas of improvement. -
SwimlanesEvery property you define for a process step creates its own swim lane view. It helps to evaluate and understand your process. Look at processes highlighted by role, system, department, business location, country, or more.
Publisher: Publisher is a design environment in which you can create your digital handbook based on your own brand guidelines and navigation structure.
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Handbook ConfigurationThe Engage Process Publisher supports the creation of your digital handbook in line with internal communication rules and as part of your intranet portal or other online platform.
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Navigation StructureOrganisations sometimes design and map dozens or even hundreds of processes using Engage Process. The Publisher enables you to create a comprehensive library and custom navigation structure to easily find the process you need.
The place in Engage Process where you define system and user settings, customizing the platform for your organization.
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AuthorisationAdmin function to organize roles and rights of your users by setting the required security levels. Ensure proper assignment of duties. Supported by Single Sign On when included. -
Custom IconsEngage Process is well known for its intuitive and custom icons for every process step. This allows all employees to understand process maps without the need for special training. Create your own set of icons to match your business or illustration style. -
Integrate DMS
Process steps get richer by connecting them to work instructions or other reference materials from your DMS (document management system), or other resources online, making them accessible in the digital handbook.
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Single Sign-onOnce logged-in to your company network, users have direct access to all Engage Process functions they are authorized for. -
TablesManage and structure your properties throughout the platform. Use properties in the Modeler to enrich and assign process steps and reporting options. Tables sit at the core of Engage Process to configure and support all process management functionality.
Provides guidelines, manuals, best practice examples and configurations to help get you up and running quickly.
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ResourcesA rich library of customer case studies and white papers to help build knowledge of process management, share ideas and demonstrate the impact of using Engage Process. Our library of recorded webinars featuring customers and partners as they share experiences and best practices.
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ConfigurationsEngage Process enables organisations to design processes and bring organisations closer to their goals. In addition to customising your platform configurations, the Knowledge Center contains example configurations for initiatives such as GDPR, Risk & Compliance, In Control Statements and more.
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Example LibraryMany of our customers and partners have designed process maps for a variety of purposes. You can access these via the Knowledge Center for inspiration, or to download and repurpose for your organisation. -
ManualsEngage Process is an SaaS solution, requiring no technical installation. Online manuals and instruction videos are available to guide you through the product, providing clear instructions and establishing confidence as a user. On-site or virtual training is always available upon request.
Teamboard is the task-based collaboration platform, or scrum board. Manage projects, tasks and to-do lists together with your teams. Teamboard items can be linked to processes and process steps.
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Audit ManagementBusiness and certification audits prompt process improvement efforts. Engage Process Teamboard is well suited to manage these initiatives by outlining tasks from creation to completion, including recognition and reporting of risk. -
CollaborationThe Engage Process Teamboard supports agile teams in their process improvement efforts, allowing you to monitor progress and status of individual activities. -
Project ManagementDesigning and mapping your AS IS and TO BE processes allows you to assess necessary changes, which can result in a variety of tasks and activities to be assigned. Engage Process Teamboard provides a platform to manage and oversee the tasks for your teams. -
Task ManagementOrganising team tasks by categorizing them according to status, priority, timeline or other variables. It offers you and your team a real-time overview of all outstanding tasks. Choose views like To do, Kanban, Calendar, Table or create your own.
