Electronic forms are a process management tool for effectively structuring, digitizing and automating your business processes. Make the flow of information and tasks in your team independent across locations and optimize your business processes:

Create individual input masks with form fields (e.g. checklists, drop-down fields or radio buttons), define the relevant responsibilities and automate notifications to the people involved. They can fill out the forms directly in the roXtra process management tool and forward them for processing, approval or release - without media discontinuity.

> Digitize processes

Business processes create structure

Create processes using a simple express table or graphical modeling using Business Process Model and Notation 2.0 (BPMN 2.0), the most common standard for business process modeling. Programming skills are not required! For an even more effective way of working thanks to AI integration, process descriptions can be generated automatically, among other things.

You can arrange, edit and label the individual elements as you wish. Define rules and determine responsibilities and roles in the process. Input options and tasks can be clearly defined. This is how the roXtra business process management software creates a clear structure.

> Keep an overview

Open processes and tasks at a glance

In the cockpit and clear dashboards, you can see the current status of a task at any time. Due dates, task management and color coding help with structuring. All activities and comments in the processes are archived by the system in a traceable manner.

You can use evaluations and heat maps to identify and eliminate bottlenecks and weak points. Or introduce already established processes as standard in your organization. This creates a uniform understanding of complex processes and supports you in optimizing your digital business processes.

> Transparency for all

Efficient teamwork

roXtra becomes the central hub for your processes. Everything that belongs to a process is in one place. The roXtra process management software enables you to clearly display complex workflows and larger projects using a simple diagram - even if several departments are involved. This makes it easy for every user to understand their role and tasks.

All process participants can use the comment function to collaborate on the process and provide feedback. Invite other colleagues to your processes and keep them informed. You can also link different sub-processes with each other, which makes cross-departmental collaboration easier.

> Work across systems

Interface connections to other systems

Start processes from other applications or web forms and outsource recurring or complex process parts to sub-processes. Transfer process data or pending files. Use timer events and decisions to control your processes and store business rules for automatic decision-making.

In addition, you can connect further IT systems to the roXtra process management tool via so-called service tasks and thus make your processes even more efficient.

Application examples for processes

Application for leave

To the process >

Expense report

To the process >

Data protection notification

To the process >

Complaints

To the process >

Task management

To the process >

Report an accident at work

Kanban Board

Purchasing process

Onboarding

Vacation request

Expense report

Data protection notification

Complaints

Task management

Report occupational accident

Kanban Board

Purchasing process

Onboarding

You don't want to automate your processes, but visualize them quickly and easily?

With roXtra's Flowchart Designer, you can easily record your processes and make them easy for your employees to understand.

TO THE FLOWCHART-DESIGNER

You don't want to automate your processes, but visualize them quickly and easily?

With roXtra's Flowchart Designer, you can easily record your processes and make them easy for your employees to understand.

TO THE FLOWCHART-DESIGNER

Further information on process management with roXtra

Brochure on
roXtra processes

Download >

Watch the video of the module

To the video >

Read blog post about the
module

Read now >

Visualize processes easily

To the flowchart designer >

Download roXtra Processes flyer

Download >

Visualize processes easily

To the flowchart designer >

Process management made easy with roXtra

Why should I use roXtra's process management software?

The roXtra Processes module is the solution for digitally executable and automated workflows and creates the basis for lively process and quality management. With the module, you can digitally map and edit your forms as well as define, model and directly execute your processes - across departments, web-based and independent of location.

The tool makes it easy to create, manage and control your digital forms. You can also link associated content and documents from roXtra document management. The software also supports you in the intuitive creation of electronic input masks with form fields (e.g. checklists and drop-down fields) and in the automation of existing Office forms.

In addition, a wide range of templates are available for recurring processes such as complaints, CIPs, approvals and release processes, which you can customize in terms of content and form. This allows you to quickly and easily digitize your business processes and automate workflows.

What exactly are roXtra Processes?

Behind every digital form is its own process: our process management software is based on the Business Process Model and Notation 2.0 (BPMN 2.0) standard, the uniform language for business process modeling. This enables you to visualize and model your business processes as well as automatically execute and analyze them in roXtra.

Defined, logical rules and responsibilities for individual processes and tasks as well as automatic notifications create transparency for everyone involved in the process. You can also use links to connect sub-processes, which enables effective collaboration between interdisciplinary teams and strengthens communication.

Why a Process Management Tool?

The digital transformation and thus the trend towards mobile workplaces (home office) are on the rise. In this context, the "paperless office" and digital processes are also becoming increasingly important. Communication and exchange between employees working from home or in the field and office workers in particular, as well as collaboration across different locations, is still a challenge for many companies. Especially when, for example, important forms need to be filled out and made available to other employees quickly.

Undefined or non-transparent company processes are further obstacles to decentralized work. They make day-to-day work more difficult, cost time and money and, in the worst case, lead to non-compliance or non-fulfilment of regulatory standards. An appropriate tool - such as the roXtra QM software - can provide a remedy and support you in establishing an interactive, active process management system.