BPM Basics: The LEAP Glossary

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The LEAP workflow platform contains a wealth of features designed to make your business more efficient. Learn about its key functionality and benefits in this comprehensive list. 


Activity Log

Generate MI on any activity within your system, and see at-a-glance, which processes are running well and which need improvement. The Activity Log also keeps a handy log of all activities, so you’re good for the auditor, too.


Balance Score Card

With LEAP, you can quickly create a simple matrix such as those used in a credit rating system and assign numerical values based on a group of fields. The result is auto- calculated, so you can make informed decisions about how to progress your process.


Contact Management

People are critical to process. The Contact Management module in LEAP makes it easy to capture consistent information about each person in the process along with important real-world detail.


Decision Engine

This piece of kit enables you to model your decisions and ensures that the next part of the process comes into play. The Decision Engine can implement complex logic, allowing workflow to be triggered once specific conditions are met.


Email

LEAP enables you to create and send emails automatically, saving time and money. You can create your own email templates, and merge data from records into the email without rekeying.


Events

Events are pre-defined reactions to “things” that happen during the execution of a process, acting as placeholders for tasks. For example, when a manager approves a holiday request, this will trigger an event to update the HR system.


Fields

Fields make it easy to capture the exact data you want in a consistent format, right across your process. Either set up the information you want to gather from a pre-defined list, or define the fields yourself using our simple tools.


Grids

Want to search and compare specific fields? Grids make it easy to refine your search, showing just those records you selected as opposed to a screen full of unwanted information.


Home screen

Create, edit and delete records; view and access tasks. See at a glance what requires your attention and manage your processes efficiently from the LEAP homepage hub.


iPad

Interact with any stage of the process from the freedom of your iPad, iPhone, or any mobile device of your choice. Simply click on the email link and LEAP takes you to a data entry screen, perfectly optimised for people on the go.


JPG

Personalise key elements of your sidebar or home page using .JPG files. Simply upload your company and process-specific icons to make processes easy to find and to give your BPMS a professional look and feel.


Knowledge Database

LEAP provides a central, secure, cloud repository where documents can be centrally stored and accessed. Need to make that company handbook or template available to everyone? Just upload it to the Knowledge Database.


Links

Links allow you to establish relationships between people, objects and processes so that you can successfully manage a complete process. For example, in a Claims Management system, you can link an ‘Incident’ with a ‘Vehicle’ and ‘Driver’.


Milestones

Set Milestones when you wish LEAP to instigate workflow. This could be any compelling event in your process e.g. policy renewal date or date for completion.


Notes

Add ad-hoc information to a record using these handy electronic ‘Post It’ notes. Notes pop up when the record is opened, providing you with instant access to the latest information.


Outcomes

Define a process end point to suit your business e.g.  e.g. ‘Repair completed on time’ or ‘Vehicle returned to client’ and integrate them into your KPI and dashboard reports.


Process Types

LEAP models your real-world processes on a wide variety of templates and customises it to fit. Each process is supplemented by specific factors, such as tracking statuses, outcomes and information tasks.


Queues

A workflow Queue lines up a ‘To Do’ list for people to carry out. Tasks appear once events are ‘fired’ during the workflow process, or when they are manually assigned to a user. Queues may consist of anything from Active Tasks, Callbacks and Inbox Tasks.


Roles

LEAP lets you assign roles to the people within your team, giving control and flexibility over what people can see and do at various stages of the process. These are user-configurable, for example, “Manager” or a “Complaints Handler.”


Scanning

Scan, store and get hold of all your important business information: LEAP makes it easy to create electronic versions of your paperwork and to assign it to the relevant person/s on the process for fast retrieval later.


Tasks

There are two types of Task within LEAP: User Tasks, which rely on a system user to carry out an action, and System Tasks, which can automatically carry out activities when the task is “fired.” These include:

  • Creating documents
  • Assigning users
  • Setting tracking statuses
  • Sending an email

Tracking Statuses

Continuous improvement is based on identifying and improving key stages of your process. Tracking Statuses make it easy to assign critical stages and track their performance across the process, from start to finish.


User Management

Tighten access to information and meet your company’s compliance needs. LEAP prompts users to enter a password and PIN at login, and you can add a further series of ‘challenge’ questions to ensure your data is kept safe.


Versioning

LEAP can help you link current records to previous versions, which is useful for audit purposes. For example, when the insurance policy is linked to a vehicle, and you want to know the exact state of the vehicle when the policy was taken out.


XML

XML is utilised by the LEAP middleware Messaging Server. The Messaging Server provides a simple way for LEAP to exchange data with other systems, allowing for example, emails and SMS to be transmitted.


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