Routine Automation software
Updated: November 17, 2019
2018. Trello acquired business process automation tool Butler
Trello, the collaboration tool owned by Atlassian, announced an acquisition of light-weight business process automation tool Butler. What Butler brings to Trello is the power of automation, stringing together a bunch of commands to make something complex happen automatically. Over the years, teams have discovered that by automating processes on Trello boards with the Butler Power-Up, they could spend more time on important tasks and be more productive. Butler helps teams codify business rules and processes, taking something that might take ten steps to accomplish and automating it into one click. This means that Trello can be more than a static organizational tool. Instead, it can move into the realm of light-weight business process automation.
2018. Slack acquired routine automation app Missions
Slack has acquired Missions, the app that allows Slack users to build tools to automate simple routines without code. Missions’ technology lets people create workflows for tasks that they might normally have to talk about inside Slack and then carry out the process off-chat. With Missions, Slack hopes that users can help teams boost productivity by making things more simple for a variety of repeatable processes. Other potential areas for the app to help users include managing approvals and rejections in the hiring process, as well as internal ticketing.
2010. Alfresco launched free BPM engine
Alfresco loves to make problems for IT giants by its altruistic approach to business. For several years, this company is exerting pressure on ECM market leaders (Microsoft, IBM, Open Text, EMC, Oracle) by providing high-quality free/cheap open-source system Alfresco ECM. And now, the company decided to build communism in another, related IT field - BPM (Business Process Management). The new Alfresco product - Activiti is absolutely free, open-source BPM system, distributed under Apache License 2.0. To develop this system Alfresco (traditionally) enticed executives from competing project JBoss jBPM - Tom Baeyens and Joram Barrez. They were helped by the SpringSource (VMWare) developers. In result they built light-weight, fast and free product that is intended to revolutionize the BPM market. In fact, Activiti - is not an independent application, but an engine that can be embedded into any business app (using the REST API). The idea is that any company already has existing business apps and it is more convenient to use them in automated business processes rather than a separate BPM tool. Therefore, Activity is designed around the fact, that process automation - is collaboration between business-users and IT specialists, that can integrate the BPM engine with one or several business apps. The system contains Activiti Cycle - a social tool for communication and collaboration between business-users and IT department: In addition, Activity includes a simple user-interface (for managing tasks) and administrator modules (for modeling processes and monitoring applications). Note also that Activity supports BPMN - the standard for modeling business processes and can operate in scalable Cloud environments. Activity is not tied to the Alfresco ECM, but is offered as an optional BPM engine for this system. There are also a number of other companies that have provided integrations. They include Spring and Liferay, as well as an iPad and iPhone client.
2010. Salesforce now can automate business processes
Yes, Salesforce still had no inbuilt business processes automation tool (only integrated third-party solutions). But business process automation - is a delicate feature that it's better not to provide it at all than provide it somehow. Many other CRM systems promote their business-process automation modules, but actually they bring more problems than profits. In contrast, the new Salesforce module - Visual Process Manager looks pretty nice and simple. Generally, in this case it is better not talk about business processes, but about automation of any operation in the system. There are 4 main spheres where this new tool could be applied: Automating customer request processing In the Process designer, you can create a script (multiple-page form) for the call-center operator. Using it she will interact with the client. For example, when a customer calls to the insurance company and wants to get a quote for the life insurance, the operator launches the script and sees the questions to ask (age, diseases suffered ...). Depending on the answers the following questions appear. The operator enters the data into the form, and the system calculates the quote for this client. The same form can be inbuilt into the customer portal, so that clients could submit the form and get the result. Reminders and Alerts It's a very simple and very useful feature. You can easily set up email-reminders about client or employee birthdays. You can configure alerts about large orders to your boss. You can set up automatic sending of follow-up emails to the leads. In combination with Salesforce Chatter it enables to create the activity streams, containing the log of system events. Moreover, the new module can send SMS, faxes and messages to Facebook and Twitter. Routine automation How often your employees do the routine work in CRM in order to comply with corporate regulations? Visual Process Manager wants to automate this routine. For example, you can set up, that when a task for VIP client is created - the system automatically assigns a high priority to it. Or, when you create a new project for a customer - the system automatically generates its title, according to the given template. Business Process Automation For example, you can automate the contract approval process, when the contract should be reviewed by CEO, accountant, manager and client. The system can automatically create tasks, send messages, change the field values, create new records in the system. All this can be programmed visually without any code. We are very excited with the sub-process feature. It enables to dramatically simplify complicated process schemes. Visual Process Manager is available for Salesforce Sales Cloud and Service Cloud, as well as for any third-party application on the, Force.com platform. It costs $ 50/user/month.