Expanding the capabilities of business processes using the Module “Corporate Processes. Business processes Process designer 1c management

Ladies and gentlemen!

The 1C-Rarus company invites you to take part in the webinar
on the practice of customer relationship management based on the "" solution:

Constructor of business processes in 1C: CRM: flexible and simple

the date of the: March 27, 2018.
Time spending: 10: 30-12: 00 Moscow time.

Location: A webinar is an analogue of a seminar, but via the Internet. You connect the broadcast of the event via the Internet on your computer and you can participate in an Internet seminar (webinar) directly from your workplace.

Business owners, directors of companies and holdings.
Heads of sales, marketing, service departments.

At the webinar, listeners will get acquainted with the new features of the "1C: CRM Edition 3.0" line and the rules for switching to the new edition. The practical business case "Possibilities of customizing business processes in 1C: CRM" will be considered separately.

Speaker

Webinar program

10: 30-11: 15 - Overview of the functionality of the solution 1C: CRM CORP 3.0:

Initial system setup... Creation of a client base, basic principles of working with a client base, reporting.
Interaction management... Time management (time management). Reporting.
Business processes... Creation, configuration and launch of new business processes. Sales. Reporting and Sales Funnel Tool.
Marketing management in the company... Evaluating the effectiveness of marketing. Questionnaires and polls. Customer segmentation. Reporting.
Project management... Project reporting. Integration "1C: CRM CORP ed. 3.0 "with various third-party services (Integration with telephony, MS Outlook, Google tools, social networks, sms, 1C: SPARK Risks, CoMagic, etc.).

11:15–11:45 - Analysis of a thematic business case "Possibilities for customizing business processes in 1C: CRM".

11:45–12:00 - Answers on questions.

How do I get involved?

Participation in the webinar is convenient and simple. There are only two steps required of you.:

Fill out the online registration form.
Receive instructions and connect to the broadcast at the appointed time from any place convenient for you.

Additional information you can find out about the event by contacting the department of intersectoral solutions at Alexey Studnev.

The design information management subsystem provides:

maintaining the electronic structure of the product (GOST 2.053-2013);
control electronic documents(GOST 2.051-2013);
creating and editing performances;
collective work of several specialists on projects;
creation and maintenance of a secure electronic file archive;
differentiation of access rights;
automatic check of the relevance of change notices;
work with a restrictive list of standard, other products and materials.

The interface of the product structure editor provides changes in the composition of the product components, building the electronic product structure without the initial model data, creating and adding elements to the electronic product structure that are not in the CAD model, such as sets, other products, documents, options for acceptable replacements, etc. ... The editor consists of a product tree, a list of item revisions and a product composition table, in which the columns contain the parameters selected for editing in this window. The product structure editor has a multi-window interface, which makes it possible to change each product in its own window. Adding your own parameters to the columns of the product composition for a specific element automatically adds the parameter to the product.

The product structure editor allows you to add design elements to the product composition, bringing it to the form of a single or group specification. At the same time, design elements can be arbitrary, and their number is also unlimited. In the editor, the electronic structure of the product takes on the final, designed form.

Electronic and paper archive of documentation

Documents are a necessary part of the design and technological preparation, because determine the readiness of the process for the next stage in the chain life cycle... The electronic archive of documentation in the 1C: PDM system is an integral part of the work of users with the content and with the attributive part of documents, electronic document management, versioning of documents, as well as various business processes of the documentation life cycle.

The main entity in electronic archive in the 1C: PDM system, it is a document that carries attributive information. Files are attached to the document, which can be organized according to the hierarchical folder-file principle. Electronic storage allows you to store and identify the contents of files digitally identification codes, i.e. by content.

Documents can be grouped into ESI-independent folders. But the preferable option is to store documents in the electronic structure of the product. Documents can be associated not only with files from the repository, but also with folders. Each document has its own card - a set of parameters that characterize this document... In addition to the card, the document has a state and a stage that defines its phase in the life cycle.

Management of documents, as well as any PDM elements, is carried out through the explorer, in which you can create a hierarchy of documents, delete or add a document, a folder. Using the explorer, documents can be borrowed into the item breakdown.

Reconciliation and approval, change of states

The organization of an effective workflow is facilitated, in addition to a structured archive, also by business management processes, which include the approval-approval processes, as well as the business process of changing states.

Elements and documents of the 1C: PDM system have specialized parameters - State and Stage. The Status parameter is responsible for the readiness of the product documentation for the next process in the chain, and the Stage parameter is responsible for specifying the phase of the product life cycle, on which the product is located or its revision. The Status parameter is more applicable to documents, while the Stage is more applicable to item elements. However, for the inseparable link between the item and documents, both of these parameters exist for both documents and item elements. The Document Status expression here is identical to the Document Status expression. When documents or ESI are ready, the business process of changing the state is initiated.

The business process of state change is a complex mechanism that involves, in addition to directly changing the state, also mechanisms for coordination, sending notifications, replies to notifications, changing group security policies, auto-translating the states of item revisions, and much more. Its work can be described as follows: after the next stage, ESI and documentation are placed in a specialized document that shows the current state of the elements and the next state along the lifecycle chain.

The following is a list of persons involved in the business process, as well as the degree of their participation. These persons will participate in the agreement and approval of the elements and documents. After that, the group security policy is specified, which will be applied to the elements in the chain: initial - new state. Group Policy regulates access to an item after a state transition. It is described by a special element that contains access rights for various users and groups. Using Group Policy for state transfers allows you to prevent authors from changing, viewing, or doing anything else and delegate rights to approvers or approvers. Once launched, the business process starts working automatically, sending orders to individuals and tracking the execution of these orders.

Each user, depending on the degree of participation, receives a notification or an active order, the reaction to which will allow the business process to move further along the chain of events. As soon as all the instructions of the business process are completed, the business process changes the states of the elements, applies the group policy and ends, remaining saved for later analysis.

2006 year. At the forum of SQL specialists, the question of the expediency of modeling business processes in CRM systems is unexpectedly raised. The words sound: long, expensive, Siebel, not necessary, difficult.
year 2014. Increasingly, clients are asking for advice on CRM with the ability to build and run business processes. What is the reason? The first suspicion is that they have heard somewhere and are now reaching for fashion. To the question "Why?" a balanced answer arrives: “We are tired of the chaos and confusion in the organization of work. At least often repeated actions need order. " One cannot but agree that the main purpose of regulating business processes in a company is precisely order. Admit it, it's nice to know that many processes in the organization are clear, smooth, fast, with minimal nervousness.

What are business processes and why are they in CRM?

CRM systems in Russian practice are considered to be programs for automating sales and interaction with customers. However, today vendors, who have been in the market for a long time, have functionally expanded their programs and turned them into a tool for complex business automation. Now CRM as a technology for increasing the efficiency and organization of business work is used by everyone: salespeople, marketers, accountants, logisticians, top management. Accordingly, CRM must be able to meet the new user request - to resolve issues of intra-company communications and management. Simply put, be able to build and automate business processes.
In fact, a business process is a universal scheme of interaction, an algorithm that employees go through from time to time to achieve a result. This scheme (action map) should take into account a number of factors:

plan time
ensure the setting of objectives
track key points of the process
inform employees
build reports

Business processes are characterized by three required elements:

strong ties(transitions, conditions, multiple choice, etc.)
actions during the process(including notifications, attachments, calls, etc.)
logical conclusion(goal achieved).

At the same time, it is important to understand that not all users of a business process know what follows what - everyone should be responsible for their own stage and complete the task on time. For the process owner, the important thing is the result achieved on time and the analysis of problems that arise in the course of work. Keeping a log (protocol) of the process helps to record all the subtleties and either correct the process itself, or make adjustments to the work of the "weak" link. In general, mistakes or delays in the course of a business process should in no way be the reason for punishing employees. Moreover, it is better to correct the process several times based on the experience of previous launches, so that in the future it runs smoothly and at the optimal time.

The use of business processes turns the usual CRM into a technology for transforming the chaotic organization of interaction chains within the company into orderly and coordinated processes. Spending time on creating and debugging the process inside CRM (another corporate information system), you will receive tremendous savings in time and nerves in the future - the relay race will be simple and reliable. In addition, the smart process will prevent you from forgetting to take actions that may be missed (for example, to issue an invoice on time, make a call, or notify interested parties about an event). In general, CRM with built-in business processes is a new level system that connects a company into a single network of connections and interactions. Such a structure reduces the human factor and creates an order that will necessarily affect the result of the activity.

Who needs business processes?

It may seem that the construction and even more the automation of business processes is the concern of large, bureaucratized companies with a huge staff. This is not true. Everything is a process: document approval, ordering from a supplier of products, shipment to branches, customer service, fulfillment of a customer order. These actions are mandatory and take place in the company at regular intervals. To be honest, unpleasant mistakes, hitching and delays often occur, which negatively affect not only relations within the company, but can also become fatal in relations with clients.

Remember the fairy tales where a magic ball helps a bewildered hero find the right path? This is a great illustration of how business process automation helps a business. Fulfilling his duties, everyone receives their own stage, acts according to instructions and reminders, passes the stage on ... The tangle of the process unravels until it leads to the desired result. Thus, a business process designer is needed for all companies that want to:

create a unified IT infrastructure
clean up regular tasks
remember all the details of actions: from the most important to the smallest
minimize the impact on the processes of the human factor
include clients in your business processes
share responsibility honestly and reasonably
save time and money on company management

By the way, about responsibility. Business processes in CRM regulate the relationship between the established responsible persons, who, in the event of an unfavorable outcome, will no longer be able to shift the blame on a neighbor on the table, since they will have both a documented reminder and a logged stage transition.

What does the process cost us to build

Building a business process is not only a necessary task, but also an interesting one. I would recommend creating processes in two stages: on paper and in a program. Before entering the business process into the program, describe the process on paper as accurately as possible, paying attention to all the details: notifications, time, responsible ... After that, try to eliminate unnecessary things, optimize the way to achieve the goal and only after that enter the process into CRM using the built-in tools and notation.

You can build processes using familiar flowcharts, simple data organization, lists, and a special BPMN (Business Process Model and Notation) notation. BPMN notation combined procedure notation (those same functional block diagrams that everyone saw at least at school) and event tree notation, based on a chain of processes composed of these very procedures and events. It is a simple and straightforward notation that steps through a process and builds a visual map of the process. In my opinion, BPMN notation in its classical sense is needed only by very large companies, the rest will be quite adapted, simplified BPMN with responsible tracks, and the overwhelming majority will do without using the notation at all.

The main advantage of using non-BPMN builders in CRM is a clear and simple interface that can be mastered in an hour of training. Moreover, the process can be built from blocks, or by filling out the forms for each stage of the process, when the graphic map is drawn automatically. Subjectively, it is more convenient to fill out the card (fields) - it is easier to take into account all the nuances and provide for the smallest conditions and connections based on the form fields thought out by the developer.
After creating a business process, be sure to run it and test paying attention to the following points:

Are the deadlines for completing tasks correctly indicated?
do notifications, reminders pass
whether automatic goals and objectives are set
are the responsible persons indicated correctly?
does the attachment of files work, the formation of documentation (if necessary)
are there any unmotivated interrupts
how access rights to the process are allocated
whether the actions of the process are logged.

Thus, in order for the process to work as it should, all the details should be worked out in advance, and then you will get a modern organized work of departments and employees.

Russian market players: CRM overview

If we talk about the segment of small and medium-sized businesses, then it is worth choosing universal CRM with a built-in ability to create business processes. In addition to my favorite systems, I included new players in the review. As for foreign sufficiently strong solutions Bizagi and Bonita Open Solution, I do not consider them, since these are process modeling systems without Russian localization, which, moreover, are not part of CRM. My goal is to consider complex automation a business in need of business process modeling.

Terrasoft CRM(for review purposes - cloudy bpm "online sales) - perhaps the most famous CRM with embedded business processes. Includes the ability to build processes in BPMN notation, as well as a number of ready-made templates of business processes based on "ready-made practices", according to the developer himself. Knowing the features of a business that implements automation, I can safely say that ready-made packages with built-in business processes are nothing more than beautiful marketing ploy, since no process can be sharpened in advance for specific company... As a rule, you need to either create custom-made business processes, or train employees to create business processes on their own.
bpm "online sales allows you to create processes using a wizard and a process designer (available only in the paid version). Processes in the wizard are easy to create, even without knowledge of business design - the system itself divides the process along the paths of responsible persons and departments. This is not the most convenient BPMN constructor, but the process map is simple and clear, the process of launching, tracking and logging the stages of the process execution is obvious. You enter the stages, responsible and transitions, and the system renders the map itself. Alas, I could not test the paid version of the process designer in bpm "online sales, but knowing the designer from desktop Terrasoft, which is no longer supplied, I can assume that this is a powerful and interesting tool.
Among the shortcomings, I note the absence of the possibility of assigning several responsible for the stage without creating groups of employees, the "stretching" of the diagram on the monitor and the roughness of the graphical implementation of the process map.

RegionSoft CRM built a business process editor into my CRM system in the latest version 5.0. The developer abandoned the use of formal notations and implemented his own logic with a human-readable interface. The constructor of business processes is simple and convenient - the user enters the parameters of each stage in special forms, including notifications and child processes with infinite nesting, and at the output he receives a graphical implementation of the process.
Each participant in the process is assigned a task at its stage, the business process can be suspended until the task is completed. As the process is created, a notification about the correctness of the process construction is displayed below - the user will not be able to start an incorrectly created process. In the notifications that come to the user, a process card opens, in which you can easily mark the necessary links, attach files and related documents. A separate advantage is hints and explanations in the windows, which make it clear what a particular mechanism is doing.
Of the shortcomings, I can point out not the most elegant graphical implementation, which in a busy process can seem a little confusing. It is worth admitting that by abandoning the use of BPMN notation, RegionSoft did not lose by creating an understandable constructor that fits well into CRM. However, if we talk about integration with the same Visio or Business Studio, then the rejection of BPMN is critical.

Microsoft Dynamics CRM includes business processes without a graphics card, which is initially inconvenient, especially after testing several systems with visualization. However, for the very essence of the business process, this is not critical. It was not possible to find a module for setting up processes right away, after walking through the menu, I had to turn to the manual. MS Dynamics CRM provides three ways to customize business processes: through the menu in the system, based on the CRM SDK for advanced and by purchasing ready-made processes from a third-party developer. Let's consider the first way as not costly and does not require special skills.
Adding steps, conditions and records as usual for users corporate systems Microsoft: conditions are set by drop-down lists and boolean expressions familiar to many advanced users. This is a convenient implementation that almost everyone encounters in various information and analytical systems. Unfortunately, the interface does not display areas of responsibility, general form process is not obvious, it remains to be hoped, but the accuracy of the settings and the internal logic of the created algorithm. In general, setting up a business process is convenient, but it is worth remembering the inconvenience of perceiving an already built process.

Bitrix-24 (1C). Contrary to my principle not to consider 1C products, I could not get around Bitrix, because the range of systems with business process designers is limited and includes a number of new players, in addition to the already familiar participants in previous reviews. Strictly speaking, Bitrix-24 is not a CRM at all, but social network for a company (corporate portal), in which the CRM module is built, which will be discussed.
It is difficult to find a module with setting up business processes. For those who are interested: CRM → more → settings → business processes. When creating a process, you must select a category for which the business process is configured, if necessary, you can write custom parameters and variables, and commands can be written using PHP code, which is interesting in itself, but requires certain skills.
The business process in Bitrix is built using a convenient visual constructor, in which the user selects the necessary blocks and functions from the columns on the right. This is not a classic BPMN notation, but certain rules are followed. From a user point of view, the editor interface is not the most intuitive, you have to edit each block separately, opening its "card". In my subjective opinion, creating a process in Bitrix is the most time consuming.

ELMA(ECM, CRM +) has become a completely new product for me, which I have never encountered before. However, in this review, this system takes its rightful place. Despite the serious overload and combination of WEB and desktop interfaces, it uses BPMN notation in its purest form and is interesting for this. Business processes are created in a separate desktop designer with functional windows. In addition to the standard BPMN notation, ELMA supports the creation of scripts and custom scripts for business processes in C #, which, with the right skills, is a good advantage. It also supports importing processes from Business Studio in XPDL format.
Processes are executed already in the WEB-interface, there is a separate matrix of responsibility, process logs, process metrics, you can create process instances. In general, to me personally, the interface of both the system and the designer seemed superfluous. I am sure that only a few will use all the opportunities and then in large companies... In general, we can safely say that this system exists for the sake of and for business processes. ELMA is supplied with various platforms and programs, when choosing, you should understand that the price will be based on CRM and a platform for developing business processes.

In all of these systems, there is the possibility of additional integration of CRM with the site, which, in combination with business processes, reports and internal CRM logic, opens up the opportunity to create many interesting chips related to customer service on the site or in the online store.
Speaking of all systems, I want to point out one common drawback. I suppose that all developers look at Habr and will see a remark, which, for all its necrtiality, causes a huge inconvenience: it is impossible to select several responsible persons by holding down Ctrl, everywhere you have to do one at a time or first create groups of employees.

In the table, I grouped some basic information about the listed vendor and, of course, indicated the prices, because in today's situation this is an important criterion, especially if the manufacturer links the price list to the exchange rate.

Solution	Terrasoft CRM	RegionSoft CRM	Microsoft Dynamics CRM	ELMA	Bitrix 24
Editorial staff	Bpm "online sales enterprise	Professional	Online Professional	CRM +	Command
System class	CRM	CRM	CRM	BPM + ECM + CRM	Corporate portal with built-in CRM
Business process interface	Logic + graphics	Logic + graphics	Logics	Logic + graphics	Logic + graphics
Notation	BPMN	Without notation	Without notation	BPMN	Without notation
Deployment scheme	Cloud, some on-site versions	Desktop	Cloud, on-site	Cloud + desktop	Cloud, on-site
Integration with the site	Possible	Possible	Possible	Possible	Possible
Base purchase cost 15 licenses	400 € - users / year in the cloud 550 € - user when on-site At prices for 5/12/14: cloud: 389 040 RUR in year on-site: 534 930 RUR/ at a time	144 900 RUR/ at a time	421 560 RUR in year	281 875 RUR/ at a time = CRM: 130,000 RUB + BPM: 106 875 RUR + MS SQL Server at least 45,000 rubles.	Cloud - from 59 880 rub./ year Box - 129 500 RUR/ at a time

Summing up a short overview of solutions, I want to say that when choosing a CRM with built-in business processes, you must be guided by three important principles.

It is important to understand how large are the business processes in the organization... So, if we are talking about a plant with production cycles, approval and numerous distributors, then it is worth choosing a system with BPMN notation (I would prefer Terrasoft in a “full” configuration or ELMA). If your company is more interested in CRM and business processes are not overloaded, then I would prefer fast, versatile, functional RegionSoft CRM or bpm "online sales. Do not underestimate or overestimate your company in terms of the complexity of processes - only a real picture will make right choice.
Should be aware implementation cost level... So, a platform for building serious business processes can be supplied separately and cost almost 100% of the cost of licenses. Or, for example, implementing a cloud project in a period of 2-3 years can be much more expensive than delivering a desktop once and for all.
Need to be prepared incur additional costs for employee training... Moreover, training your specialists is much more effective than buying ready-made models - processes can change and grow, and an employee within the staff will always be ready to promptly make changes.

Each company is looking for its own path to success. In the 21st century, on this road, it is important to be able to competently automate your business so that the software becomes a reliable chain mail, and not a hated burden. Test, try on, do not hesitate to contact vendors and view their presentations - make an informed decision. And then any business process will work clearly, smoothly, without interruptions, and your business will develop intensively, bringing more pleasure than trouble.

business automation

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The module "Corporate processes for 1C: Document flow CORP" provides a demanded and very interesting opportunity - the use of typical business processes "1C: Document flow CORP" as nested processes (subprocesses) in the visual designer of business processes. Using the "Corporate Processes for 1C: CORP Document Flow" Module, you can draw a complex (or simple) business process and include previously created standard processes as nested processes.

This use of standard (typical) business processes allows you to expand the capabilities of the standard configuration without additional changes to each process in the "Configurator". It is enough to install the Module once and then use its powerful capabilities to create new business processes.

It is worth noting that all calls to nested processes, as well as building business processes in the visual designer in general, are performed with the mouse in user mode, without any programming or changing the structure of metadata in the Configurator.

You can use not only standard processes as nested processes, but also any other business processes previously created by your programmers. Thus, no investments in the already completed configuration will be lost, they will simply be supplemented with new capabilities provided by the "Corporate Processes for 1C: Document Flow CORP" Module.

Let's consider an example of using the standard business process "1C: Document Flow CORP" as a nested process. For example, we have a business process for paying an invoice drawn in a visual constructor. In it, if the invoice amount exceeds a certain value (in our example, 10 thousand rubles), the task of registering the contract in the registry is issued. An example of such a process in the visual editor is shown in the figure below.

We can replace this simple issue of the contract registration task with a call to the standard nested “Order” business process.

Let's add a new point "Nested process" to the route of the business process (after removing the issue point of one task). At the point of the nested process, we will indicate that the nested process will be the standard process "1C: CORP Document Flow" with the name "Assignment", more precisely, we will point to one of the previously prepared templates of the standard "Assignment" process. We will indicate the parameters that will be passed to such a nested process from the main business process. The figure shows an example of setting up a call point of a nested process in the visual designer of business processes.

Now, if our drawn business process follows the branch with a certain amount, then the system will automatically generate a new standard business process "Order" with the passed set of parameters and the executors we need.

The list of executors can also be transferred from the main process to a nested process, or you can take the list of executors previously assigned to this typical process. This “Order” business process will be carried out as usual and issue its tasks to the performers.

When you configure the call point of a nested business process, you can specify whether the main process should wait until the called process finishes executing. If the checkbox "Stop the current process before the end of the subprocess" is enabled, then the execution of the main process will be suspended until the end of the nested process, in our example, until the end of the execution of the "Order" business process.

With the help of the Module "Corporate Processes for" 1C: CORP Document Flow ", you can create complex processes that include calls to the following typical processes:
Execution
Familiarization
Assignment
Consideration
registration
Harmonization
Statement
Invitation
Complex process
Internal document processing
Processing an incoming document
Outbound document processing

You can also add another visual process as a nested process, for this, in the setting of the Nested process point, set the Sub-process type switch to the Corporate process type value and specify one of the process types.

The module "Corporate Processes for 1C: Document Flow CORP" allows you to create complex business processes with many calls to nested processes, which, in turn, can also have calls to other nested business processes.

Another option for using the "Corporate Processes for 1C: CORP Document Flow" Module is to quickly and easily add new capabilities to standard business processes. For example, you have a standard "Assignment" process template and you need to supplement it by issuing an additional task to the right employee after the process is completed. You can change the typical "Approval" process by adding a new point to its route in the "Configurator" and write the program code in the "1C" language. But, it will be much easier and more efficient to create in the visual designer the new kind business process, by including the mouse in its route immediately after the "Start" point, call the typical nested process "Approval" and then after this call point add, also with the help of the mouse and without programming, the point of issue of the task to the executor. An example is shown in the figure below.

Now, if we launch our new business process, the standard “Approval” business process will be launched immediately and after its completion the system will create the required additional task.

Possibilities " Business processes" allow you to work with almost any kind of information on the portal. "Business processes" is a versatile tool which is used in a wide variety of elements. It is a simple, convenient mechanism for managing business processes that take place in the company and are monitored on the Portal.

Organize with the help of the module "Business Processes" management of a variety of business processes, from the simple to the most complex. As an example: the publication of some news on the portal, then the processes are more serious - the shipment of orders, interaction with partner network or customers. Take advantage of ready-made templates business processes or create your own.

integration with tasks with the ability to set a task and wait for its completion;
creation of simple sequential business processes - actions are performed one after another from the entry point to the exit point;
creation of complex branched business processes (with statuses, complex conditions, parallel execution, etc.) - the processes have no beginning and end, in the process of work there is a transition from one state to another;
individual setting of each action in the process;
use as fields for processing any field of the document, process template;
the ability to collapse blocks in business process templates;
clarification of document parameters before sending for processing (sending messages by e-mail or within a social network).

Document publishing process

Frequently used actions (invoice approval, sending a message, etc.) can be saved in a separate block "My actions" and then quickly add them from there to your business process.

You will be able to organize a variety of processes in your company using business processes. Even in the simplest process - publication of documents- various actions, conditions of execution and notifications of employees are set. Build on business processes, say account reconciliation or business trip registration and these ongoing tasks in the company will become less of a hassle.

Business process creation

The module provides very wide opportunities for information processing automation... You do not need to be proficient in programming to set the desired order of a business process, to display its specific needs using simple graphical diagrams. Any employee of your company - a user of the Portal will be able to create new schemes and change existing ones.

how business processes are created:

the creation and editing of a business process is carried out in a special visual designer(which is present only in the editionBusiness Processes;
the view of the visual designer changes depending onthe type of process being created - sequential or with a status;
when creating a process, set process parameters- data that can be used in any command or process action;
when creating a sequential process, a list of actions becomes available in the visual designer, which can be added and changed;
adding an action in the visual constructor is done using a well-known and understandable technology drag & drop(pull and throw) followed by setting parameters;
when creating a process with statuses, the necessary statuses are first created and their parameters are configured, then commands are set (they can be different types) for this status. Each individual command is a separate sequential process.

It is not difficult to create your own business processes - you will do it visually using visual design tools... Actions as simple as dragging and dropping ( drag & drop) elements, you will be able to form and configure the sequence of stages of the business process - those very different actions and approvals required to perform business processes.

Creating a business process template

The order of information in the company is set using a business process template, which is constructed from a series of actions. And this action can be anything: from creating a document to sending Email or updating a row in the database.

Typical business processes

Take advantage of ready-made business process templates, which are part of all editions product "1C-Bitrix: Corporate Portal". Now situations in your company that require approval and agreement will be under control. You can easily familiarize the necessary employees with some important document, form an expert group to evaluate it and get a competent resume for the document.

Sequential Simple Approval / Vote Process
Recommended for situations where a simple majority decision is required. Within its framework, you can include the necessary employees in the list of voters, set an end date for approval, determine the% of votes at which the document is considered adopted, and give the opportunity to comment on your decision to those who voted. At the end of the voting, all participants are informed decision, the percentage of voters and the percentage of votes.
First Vote Approval Process
Recommended for situations where one expert opinion from a certain community is enough. As part of this process, a list of employees is set who have the right to make a decision in notification of the started process. The time period for making a decision is set. The process is considered complete by the first employee who responded.
Process with "Consensus Approval" statuses
Recommended for situations where general agreement on a decision is required. Has only three statuses: Draft, Approved, Published. As part of the process, a list of participants is indicated. Participants can make a yes / no decision. If a decision is made by all "yes" - the document is considered accepted. If at least one employee makes a decision “no” - the document is returned for revision.
Process with two-step approval statuses
Recommended for document approval situations with preliminary peer review. As part of the process, at the first stage, the document is approved by an expert. If the document is not approved by him, then it is returned for revision. If approved, then the document is submitted for decision by a group of employees by a simple majority of votes. If the document is not accepted at the second stage of voting, then it is returned to the author for revision and the approval process is repeated.
Document Review Process
Designed for situations when a group of employees needs to be familiarized with a document. As part of the process, a group of workers is defined to be notified. The term for review is set. The right to leave comments is given. At the end of the business process, the percentage of those who are familiar is displayed.
Expert Judgment Process
Recommended for situations where the decision-maker needs expert judgment on the document to make a decision on a document. As part of the process, an expert group is appointed, each member of which can express their opinion on the document. Opinions are passed on to the decision maker who approves the document or not.
Implemented taking into account new access rights and integrated with tasks. The business process "conducts" the invoice through the stages of approval from the employee to the director, and only then the invoice goes to the accounting department for payment.
Business processes for CRM- for processing Leads and Deals.

Typical business processes included in editions Company and Collaboration as immutable processes. They can be configured to work with the required employees, but you cannot change the flow of the document. In editions Business Processes and Holding is present visual designer which allows you to change typical business processes and create your own.

One-stop bill payment business process

Included in the delivery of the product is a typical business process for invoice payment - "One-stop bill payment business process"... Invoices are the very first and most massive process that all companies set up. A typical business process is implemented taking into account the new access rights and integrated with tasks. This is a great example for companies that want to immediately start using a business process, modify it or create their own based on it. The business process "conducts" the invoice through the stages of approval from the employee to the director, and only then the invoice goes to the accounting department for payment.

One-stop bill payment business process

The business process is structured like this:

The "author" loads the invoice (fills in all the fields).
The message about the new account (that it needs to be confirmed) is sent to the “Head of the department” (via jabber and mail).
After approval by the “Head of the department”, the invoice goes to the “Marketing Director” for approval.
Then the invoice must be approved " General manager"Or" Director of Company Development ".
Then the invoice is transferred to the "For payment" status.
The message about payment is received by the “Accountant of the subdivision”. After payment, he changes the status to "Paid".
The author receives a message that he needs to collect documents.
After the documents are collected (submitted to the accounting department), the author changes the status to "Documents collected".
The “unit accountant” confirms this.
The business process is closed.

The business process will start manually or automatically- depending on how you set it up. In this case, the launch method will not affect its execution. And the process itself can have several instances, each of which works independently of the others.

Let's say you want to start a business process associated with a document. In the action column of the required document choose « New business process", and from the list that opens - the required business process. After that, in the form that opens, fill in the fields (each type of process has its own) and press the button Run.

It is worth taking advantage of the possibility of embedding into the business process notifications. If a notification is provided in a business process, then an employee participating in the process will receive it as soon as the business process reaches an operation requiring his attention. Want to see how many tasks each employee has? Go to bookmark "Business processes" on his personal page.

Integration of CRM with business processes

Now in CRM for processing Leads and Deals you can use business processes... Business processes are connected directly from the lists of items - you can choose one of the ready-made and customized business processes. And with the help of the Business Process Designer, you can create a new business process and include in it all possible actions on a CRM element: perform an action, send letters, assign responsible persons, set a task, etc.
Business processes and holding you can modify standard business processes and create new ones using the Business Process Designer.

Teamwork

An important point: in the diagram of any business process, you can include elements control over its implementation... Moreover, you can organize teamwork in some project, ordering, say, the process of agreeing on important stages in the form of voting. What is the plus - in this case, the project participants do not even need to get together physically - somewhere in the meeting room.

Business process tasks

It should be especially noted that "Business Processes" is a universal tool that can and should be used in a variety of elements. This simple and convenient mechanism will come in handy for you to manage many business processes that take place in the company and are controlled on the Portal. Thus, the new module allows you to work with almost any kind of information on the site. As an example, set up the management of all tasks on the Portal on business processes - and the process of setting tasks and monitoring their implementation will become much more flexible. And this, in turn, will increase the efficiency of performing tasks in working groups.

Now you can automate the company's business processes! You will be able to manage the stages of the processes and all the actions necessary for its execution.

The Business Processes module has a fundamentally different architecture and contains extensive and significant functionality. This is one of the reasons why the Business Process Designer (a visual editor that allows you to create new business processes) is included only in the "older" edition of 1C-Bitrix: Corporate Portal: Business Processes and Holding. A set of typical business process templates is included in all editions of the Bitrix: Corporate Portal product.

Business trips and vacations

How the business process is carried out "I'm going on a business trip"?

The employee selects a ready-made business process in the catalog and starts it.
The system invites him to print a sample document, fill it out and take it to the accounting department.
The employee performs this and notes it in the business process.
The accountant receives the message, pays him travel expenses or submits for approval to the manager - thereby moving the process further from himself.
And so on until the creation of a trip report: the system reports, reminds, offers forms, etc.

At the same time, what is important, the business process contains and accumulates all the documents that are generated in the process of its execution. Collection possible additional information- at any stage, you can request the necessary data from any of the participants in the business process, adjusting the business process along the way. Moreover, at any stage of the business process, you can replenish it with new actions: add, say, tasks or events to the calendar.

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