Configure workflows, responsibilities and automations to structure activities, monitor their progress and keep track of operations.
Managing assets also means coordinating people: who opens a request, who approves it, who carries out the work and who closes it. With the CMDBuild workflow engine these activities become guided processes, where every operator knows what to do and the system keeps track of everything.
A few examples
IT
Incident management, service requests, change and problem management following ITIL best practices.
Facility Management
Corrective maintenance in response to reported faults and scheduled preventive maintenance.
Internal processes
For example, approving a purchase or assigning equipment to a new employee.
What you can define
The information
The data to collect during the process, such as the problem description, the priority or the asset involved, with the same field types available for cards.
In CMDBuild: process attributes
The roles
Which user groups can carry out each step: for example, the help desk logs the request, the manager approves it, the technician does the work.
The sequence of steps
The order of activities, with alternative paths depending on conditions: for example, an extra approval when a purchase exceeds a certain amount.
What the operator sees
At each step, only the fields needed at that moment: those to fill in, the mandatory ones and those shown read-only for reference.
Handy tools
Without leaving the step, the operator can attach documents, link the cards of the assets involved or print a report.
In CMDBuild: widgets
Automated actions
Update the CMDB, send emails and notifications, generate reports, start other processes and exchange data with external systems, with no manual intervention.
Everything under control
Every step is recorded, and this information gives you:
Who performed each step, when and with what data
Statistics on the performance of each type of process
Processing times for individual steps and for the whole process
Checks on compliance with service levels (SLAs)
You can also keep an eye on these indicators with dashboards.
How a process is built
1
Design it
The workflow is designed visually with Together Workflow Editor, an open source editor.
2
Import it
The design, saved in the standard XPDL format, is imported from the Administration Module.
3
Run it
The built-in Tecnoteca River engine runs it, guiding operators step by step.
More specific automated actions can be written as scripts.
Get started right away
Ready-to-use processes
CMDBuild's vertical solutions include preconfigured processes that you can use as they are, modify, or run alongside new ones.
CMDBuild READY2USE →
Incident, Request Fulfillment, Change, Problem and Asset Management.
CMDBuild READY2USELearn more in the online documentation