The Process Store

Browse The Process Store for processes you can start using in your business.

There is really not limit to the types of processes that can be created with the ProcessEx Platform.

Within an organization there are typically separate business units that have individual processes they own in order to support their goals and objectives, and there are also cross functional processes requiring input or approvals from multiple departments.

Browse the list of Business Processes to see the types of processes that ProcessEx supports. Or, browse through the Featured Processes to see uses cases, features, selected screen shots and workflows.

If you cannot find a process that you want, contact a Process Specialist for help.

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Business Processes

Below is a partial list of processes that ProcessEx supports, broken down into functional business areas.

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Executive Processes
  • New Hire/Termination
  • Compliance
  • Board of Directors' Reporting
  • Audit
  • Grant Submission
  • Expense Auditing for Grant Compliance
  • Timesheet Auditing for Grant Compliant
  • Contract Management
  • Customer Management
  • License Renewals
  • Insurance Renewals
  • Accreditation Management
  • RFP/RFI Processing
  • Customer Service
  • Invoice Review
  • Customer Order Status Updates
  • Contracts Management
  • Business Planning
  • IT Requests
Human Resource Processes
Finance Processes
  • Payroll Reporting
  • Direct Deposit
  • Time Reporting
  • Expense Reporting
  • Expense Review
  • Mileage Tracking
  • Billing
  • Training Review/Sign off
  • Grant Submission
  • Expense Auditing for Grant Compliance
  • Timesheet Auditing for Grant Compliant
  • Contract Management
  • Customer Management
  • License Renewals
  • Insurance Renewals
  • Accreditation Management
  • Purchase Requisitions
  • Contracts Management
  • Business Planning
  • IT Requests
Sales and Marketing Processes
  • Auto (Company Car) Accident Reporting
  • Contract Management
  • Customer Management
  • License Renewals
  • Insurance Renewals
  • RFP/RFI Processing
  • Customer Service
  • Account Opening
  • Order Fulfillment
  • Invoice Review
  • Customer Order Status Updates
  • CallCenter Operations
  • Incident Reporting
  • Incident Tracking
  • Inquiry Management
  • Site Inspections
  • Site Visit Scheduling and Reporting
  • Surveys
  • Quote Management
  • Purchase Requisitions
  • Product Planning
  • Product Approval
  • Contracts Management
  • Business Planning
  • IT Requests
Operations Processes
  • Training Review/Sign off
  • Employee Uniform Request and Review
  • Auto (Company Car) Accident Reporting
  • Contract Management
  • Customer Management
  • License Renewals
  • License Renewals
  • Accreditation Management
  • Supply Chain Collaboration
  • Order Fulfillment
  • Invoice Review
  • Customer Order Status Updates
  • CallCenter Operations
  • Incident Reporting
  • Incident Tracking
  • Inquiry Management
  • Inquiry Management
  • Site Visit Scheduling and Reporting
  • Surveys
  • Quote Management
  • Purchase Requisitions
  • Product Planning
  • Product Approval
  • Contracts Management
  • Business Planning
  • IT Requests
Legal/Compliance Processes
  • Compliance
  • Audit
  • Performance Tracking
  • Training Review/Sign off
  • Board of Directors' Reporting
  • Accreditation Management
  • CallCenter Operations
  • Incident Reporting
  • Incident Tracking
  • Inquiry Management
  • Site Inspections
  • Site Inspections
  • Surveys
  • Quote Management
  • Purchase Requisitions
  • Contracts Management
  • Business Planning
  • IT Requests
Cross Functional Processes
  • Time Report Auditing for Grants
  • Vacation/PTO Tracking
  • Recruiting
  • Expense Reporting
  • Expense Review
  • Mileage Tracking
  • New Hire/Termination
  • Compliance
  • Performance Tracking
  • Training Review/Sign off
  • Suggestion Box Submission and Review
  • Board of Directors' Reporting
  • Audit
  • Grant Submission
  • Expense Auditing for Grant Compliance
  • Timesheet Auditing for Grant Compliant
  • Accreditation Management
  • RFP/RFI Processing
  • RFP/RFI Processing
  • Account Opening
  • Benefit Services
  • Account Enrollment
  • Clinical Trials
  • Supply Chain Collaboration
  • Order Fulfillment
  • Invoice Review
  • Customer Order Status Updates
  • CallCenter Operations
  • Incident Reporting
  • Incident Tracking
  • Inquiry Management
  • Site Inspections
  • Site Visit Scheduling and Reporting
  • Surveys
  • Quote Management
  • Purchase Requisitions
  • Product Planning
  • Product Approval
  • Contracts Management
  • Business Planning
  • IT Requests

Featured Processes

Some of ProcessEx's featured processes are listed below. Click on the process name to see use cases, features, selected screen shots and workflows.

Incident Management

Incident Management allows companies to ensure the successful reporting, tracking, and resolution of accidents, injuries, service miscues, police/fire/ambulatory responses, and any number of other incidents or cases. Easily find trends and proactively mitigate against reoccurrences.

Each incident is automatically routed to the responsible party which decreases resolution time. By properly routing the incident from the beginning, in-house resources are utilized more efficiently. Routing incidents to the appropriate resource from the beginning ensures that each resource is being used to their highest and best potential. This reduces cost and improves overall efficiencies.

Incident Management comes with an intuitive dashboard. At a glance you can see your cases, overdue cases and open cases by priority.

Incidents and Case History are stored and can be used to create reports. Historical reports can be used to manage trends in performance, hazards, and case prevalence.

If you facilitate Service Contracts with Community Rehabilitation Programs (CRPs) (or Members), Incident Management integrates with Contract Management, creating a relationship between Contracts, Customers, CRPs (or Members) and Services, you can efficiently track service requests, automate service scheduling, and maintain service coordination via a onetime setup.

Uniform Request Process

Uniform Request Process allows individuals to enter requests for uniforms into ProcessEx. After the form is filled out, the request is sent to the uniform reviewer who can make any necessary changes before approving the request.

With the Uniform Request Process, requests are stored electronically. Reports can easily be run on prior uniform requests and fulfilments.

Similar processes where you have requests submitted by forms or requests for forms to be completed can easily be assembled and used in ProcessEx.

Handbook Process

The Handbook Process allows companies to ensure compliance with review and sign-off on the organization's handbook. Use the Handbook Process for new hires, annual sign offs, or to inform employees of changes or modifications to the current version of the handbook.

Each selected employee is provided with an electronic copy of the organization's handbook. If there were any revisions or updates to the handbook, a modification document can be electronically included to point out the changes and updates from the last version.

With the Handbook Process, employee sign off of the handbooks are stored electronically in a document repository. This allows for easy access to track employee sign off and acknowledgement for human resources needs.

Goal Definition Process

The Goal Definition Process allows employees to set their yearly goals. The Goal Definition Process is often sold in the HR Package with the Mid-Year Review Process and the Annual Review Process, bundled as the Goal and Performance Process.

The process consists of (1) Goal Definition; (2) Mid-Year Review; and (3) Annual Review. With Mid Year and Annual reviews tracked in ProcessEx, both the employee and their managers can monitor the employee's progress throughout the year.

With the Goal and Performance Process, employee goal definitions and reviews are stored electronically in a document repository. This allows for easy access to prior year's reviews for employee advancement, raises and other human resources needs.

Mid-Year Review Process

The Mid-Year Review Process allows managers to effectively manage the process of mid-year reviews. The Mid-Year Review Process is often sold in the HR Package with the Goal Definition Process and the Annual Review Process, bundled as the Goal and Performance Process.

With the Goal and Performance Process bundle, employee goal definitions and reviews are stored electronically in a document repository. This allows for easy access to prior year's reviews for employee advancement, salary increases and for other human resources needs.

Annual Review Process

The Annual Review Process allows managers to effectively manage the process of annual reviews. The Annual Review Process is often sold in the HR Package with the Goal Definition Process and the Mid-Year Review Process, bundled as the Goal and Performance Process.

With the Goal and Performance Process bundle, employee goal definitions and reviews are stored electronically in a document repository. This allows for easy access to prior year's reviews for employee advancement, salary increases and for other human resources needs.

Suggestion Box Process

The Suggestion Box Process allows employees to submit anonymous suggestions for review by management. The process allow the employee to categorize their suggestion into predefined categories such as general office, customer related, increase revenues or other.

After a suggestion is submitted it is routed to a manager assigned to review that particular category of suggestion. The reviewer can assign a status to the suggestion such as "implemented" or "rejected" and attach notes to the suggestion.

With the Suggestion Box Process, suggestions are stored electronically. Previously submitted suggestions can easily be searched and reviewed.

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