Automate complex approvals and case management across systems.
Every company has operational loops that live in email threads. We use OutSystems Case Management Framework to automate approvals, claims intake, and cross-department workflows.
Workflow & Business Process Management
Workflow & BPM on OutSystems uses the platform's native BPT (Business Process Technology) and Case Management Framework. This allows us to orchestrate complex human-in-the-loop approvals, SLA timers, notifications, and audit histories. We tie custom user-interface forms directly to backend processes, ensuring that approvals are tracked, audited, and escalated automatically.
Fit signals.
- Your procurement or finance approvals rely on CC'ing people on emails
- You need full audit tracking of who approved what, when, and with what inputs
- You want custom dashboards showing bottleneck areas in your operations
What we deliver in Workflow & BPM.
Every capability below is practiced across multiple production engagements — not a scoping checklist.
BPM features
- Business Process Technology (BPT) process flow design
- Case Management Framework (CMF) integration
- Automated escalations, delegation, and SLA tracking
Dashboards & audit
- Operational dashboards showing process bottleneck metrics
- Complete tamper-evident audit logs per approval step
- Flexible custom notification engines (email, Teams, Slack)
The shapes this work
usually takes.
Claims automation build
A 10-week project to automate custom insurance claims intake, verification, routing, and final approval workflow.
Pitfalls we've seen
and how we avoid them.
Overloading synchronous BPT processes
Running heavy data calculations synchronously inside processes slows down the platform. We leverage asynchronous queue systems.
Common questions about Workflow & BPM.
Yes. We regularly use OutSystems as the custom frontend that triggers and updates underlying Salesforce records or ServiceNow tickets via REST APIs.
Workflow & BPM on your roadmap?
Thirty minutes with Vikram. Architecture sketch, candid second opinion, scope estimate — no slides.
Book the call