The AuraPortal system is installed in two identical places:
The Testing Installation is very useful to test installations of Windows Service Packs and AuraPortal Extension Packs (for updating the Software).
AuraPortal BPM Software can work in different languages simultaneously, allowing each user to choose their preferred language. The system presents the complete application in all the chosen languages, simultaneously.
It manages communication between employees and communication between employees and customers, suppliers, and other external agents, via an extremely powerful workflow system. Features:
AuraPortal offers a unique Business Process Management system because it was conceived from scratch to work 100% on Internet (in premises and in cloud) with no need for any user-addition of programming code. It offers two tools for modeling the process diagrams which both follow the BPMN standard notation, one is based on Microsoft Visio and the other is developed in Java.
While the process diagram is being drawn, AuraPortal internally builds the corresponding programming code, so, once the diagram is complete, the only thing that needs to be done is to define the attributes of the objects appearing in this diagram, namely: tasks, events, and gateways. After that, the process is ready to run.
The distinguishing features of AuraPortal that have ranked it top position in the international market, are numerous. More than 300 important customers working with AuraPortal can confirm this.
It manages all the entity’s documents (texts, images, videos, etc.), in a fully integrated and global manner. This document handling can be used concurrently with two systems:
It allows the publishing of announcements, news, articles, videos, documents of any kind and, in general, any content in digital format. The module is seamlessly integrated with the BPM Software, so that any company can create its own digital information to gain a complete and tailor-made content management without having to recruit a specialist.
One interesting application of the Content Management module is the functionality to construct even the most complex websites. AURA has considered integration with internet search engines (e.g. Google) and has included an automatic Sitemap creation system, which indexes all the desired words in the internal indexes of these search engines to allow rapid location for internet users.
It manages the complete treatment of information that is introduced or automatically generated, for its subsequent analysis through reports, queries, monitoring, dashboards and BAM.
It allows connections with any type of device, application, or external database. This module contains all the necessary integration components, such as web services, adapters server, external forms, data importer service, ‘script invoker’ and ‘executor’ System Tasks, etc.
It also includes sophisticated integration channels with other external software applications like ‘Excel’, ‘Email’, ‘ODBC’, ‘Web Services’, ‘SAP’, ‘Dynamics CRM’ and others.
It allows the incorporation of ‘Customer requested features’ by users with programming skills. The added code is integrated with AuraPortal BPM Software.
This module integrates powerful tools:
AP Dynamic BI (AuraPortal Dynamic Business Intelligence). An easy-to-use business intelligence tool, specifically designed for non-technical AuraPortal business users, enabling them to create a wide range of sophisticated reports with all kinds of graphs, and allowing user interaction with databases.
TAO Universal Watcher. A revolutionary surveillance system for supervisors, exclusive to AuraPortal, that provides access to all information and system-generated operational hints related to any point in any running process in the organization, at will and on the fly, with no need for any previous design. The System follows the ‘TAO’ instant sequence: THINK > ASK > OBTAIN.
Connection to MS Power BI (Microsoft Business Intelligence tool), offering a huge palette of features and capabilities.
AuraPortal BPM Software has an innovative approach to genuine Business Rules, much simpler to manage, however more powerful than anything ever seen before. This module houses all the company regulations and procedures, as well as process-related information which can then be seamlessly integrated into the running processes without losing their independence.
Following the most advanced standard trend, the AuraPortal Business Rules are “declarative” meaning that they do not “act”. Instead, they are kept separate from the processes and are invoked by the process engines only when they are required, so that the rules are only calculated when they are invoked and the results are served to the process engine. This is the factor that gives them their extraordinary ‘on-the-fly’ power of performance and modification, because, although they do not reside in the process’ domain, they are always ready to serve the required information as needed, without being affected in the slightest.
There are four types of Business Rules differentiated by the way they perform the operations and supply the results:
This module allows organizations to create new classes of process, or modify existing ones, on independent, physically separate installations. In other words, the changes in design and class of process testing are performed on different and independent installations from the one that contains the real data and the changes are exported synchronously to the production environment. This module is not to be confused with the ‘Twin Installations’ module in the Core BPM.
This module allows External Users Tasks to be directly linked, i.e., these users can send tasks to each other without requiring an intermediary employee. Without this module, an employee must always intervene by means of a Task.
Employee Users have the broadest scope of performance. They enter the system through the Employee Portal (Intranet) from where they can start processes, work with Process Tasks and Open Tasks, and have access to all resources of the application like document families, accounts, items, projects, areas, processes, etc. They may also design Processes if permission is granted. Employees are registered in the Organization Chart of the company which is called the Employee Family Tree.
The External User is intended for distributors, customers, suppliers, etc. that have a high degree of interaction with the enterprise. The External Users enter the AuraPortal system through one of the External Portals (Extranet) freely designed by the enterprise, according to, the class of organization that the user belongs to. External Users are allowed to initiate processes and be the performers of process tasks, although their capabilities are limited in comparison with the Employee Users.
There are two kinds of licenses by user that can work in parallel:
Includes unlimited users, and can be granted separately to each of the two types of users: Employee and External.
Manage purchasing cycles.
Manage marketing and demand generation activities.
Manage sales opportunities, including the control of commercial actions and the automatic generation of orders and contracts as appropriate.
Manage manufacturing or transformation processes.
Manage the provision of services.
Manage sales cycles, including invoicing, charges and claims.
Permanent hot-line for customers.
Accounting, including the assignation and control of budget allocations.
Manage human resources, including: recruitment, salaries and fees, permissions, vacations, redundancies, control and work performance optimization, etc.
Financial management, covering the control of money, loans, credits and debits, optimizing investment destinations and cash flow applications.
Analyze the company’s economic performance, its profitability, bottle necks and capabilities using KPIs.
Integral optimization of business resources from a global perspective.
Design and monitor present and future strategies in all areas of activity .
Establish and continuously update performance standards in the organization.
Design, monitor and control any kind of unique or recurring project, throughout the preparation and execution stages.
Create, update and publish of any kind of informative content, in any format and in any selected media.
Intelligent and integrated management of all documents in the organization via potent File Systems that can handle the creation, modification, search, printing, etc., of millions of documents very quickly.
Controlled publication on the Internet and social networks, including periodic newsletters, the design of web pages that can be dynamically updated, and the maintenance of blogs, chats, messages, etc.
eCommerce with automatically updated offers, including shopping carts and payment gateways.
Management of the organization’s interaction with the legal framework for its operations, including any legal and procedural processes that may occur.
Other company-specific actions and controls, regardless of their complexity, for optimum individual performance.
Customer Relationship Management, which controls the relationships between the company and its customers, suppliers, agents, etc., is optimally performed with Processes.
Juan Pablo Medel Castillo, RSA Chile Ops & IT Vice-President.
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