Introducing eCapEx

The No.1 Capital Expenditure (CapEx) Approval Software for Finance Teams

eCapEx is a web-based BPM software solution that allows you to easily create, route, and monitor capital expenditure requests within an intuitive graphical interface.
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  • Rentokil-Initial-logo

How it works

Design

Use a drag and drop interface to create your CapEx request form. Add rich, interactive behaviours without coding and use logic to control the behaviour of the form.

Route
Advanced workflow processing (sub-workflows parallel processing, conditionals, reminders) and rules-based business logic supports dynamic routing of CapEx request forms for approval.
Monitor
Get real-time visibility into your CapEx processes and track user actions to know exactly who did what and when it was done. You can build flexible reports, graphs and dashboards - without the assistance of IT.
Archive
Archive approved requests for compliance and allow auditors to review information, including time-stamped approval decisions, documents and comments. You can also export form data to Excel, CSV etc.

Features

Electronic forms

Digitalise your forms and eliminate paper handling and manual routing

eCapEx allows you to design, deploy and route CapEx approval requests within the Finance team and throughout your organisation.

You can rapidly create new eForms or reproduce existing paper forms within a Microsoft Word interface. An integrated rules engine provides a powerful method of defining rules and conditions that control the behaviour of the form (e.g. field validation, visibility, appearance and context-sensitive forms).

Once the page is designed, you can use point-and-click UI to add rich, interactive behaviours (like dropdown menus, radio buttons, e-signatures, and many, many more), without coding.

Rentokil-Initial-Korean-electronic-form-eform

Process mapping for CapEx request approval

Workflow automation

Build, modify and execute your business processes

Graphically model and build your CapEx processes through a 100% web-based interface.

Create the approval steps that the form will go through and specify business rules (for example, send form to CEO if the request is above a certain threshold). Send email reminders to prompt users to complete tasks or alert a manager if a task is running late.


Web-based and mobile friendly

Expedite the lifecycle of forms processing with mobile BPM

The platform empowers users with tablets, laptops, and smartphones to participate in their CapEx request approval process - even when out of the office. Using your mobile device, you can:

  • Review, complete, and submit forms
  • View dashboards and reports
  • Attach photos or record GPS data to forms
  • Complete tasks via email while offline

BP Logix Process Director management reporting knowledge views

Web desktop including dynamic Knowledge Views

Get real-time visibility into your processes

You will be assigned a bespoke web desktop tailored to your role (for example, Initiators, Approvers, Managers, System Administrator) where you can initiate CapEx request forms, view tasks lists, search and/or review submitted forms and view live dashboard information called Knowledge Views.

Knowledge Views enable finance teams to build flexible reports, graphs and dashboards - without the assistance of IT. Graphical views and management dashboard reports provide visibility into how your business processes are running. eCapEx tracks and audits each approval process, CapEx request form and user action which enables auditors to look up old processes and know exactly who did what and when it was done.


Deployment

Cloud-based or on-premise options available

eCapEx fits perfectly into your technology infrastructure, enabling you to be up and running with a minimal disruption. The On-Premise Edition packages come with unlimited users, unlimited workflows, unlimited Process Timelines™, unlimited business rules, and unlimited knowledge views. The software scales with your infrastructure, so you can purchase only what you need today, and add capacity or options as you grow.

If you are looking to minimise capital, infrastructure, and IT expenditure, our Cloud Edition combines the benefits of the cloud with the power of eCapEx, enabling your business to take advantage with little or no capital investment.

deployment

Features

Rentokil-Initial-Korean-electronic-form-eform

Electronic forms

Digitalise your forms and eliminate paper handling and manual routing

eCapEx allows you to design, deploy and route CapEx approval requests within the Finance team and throughout your organisation.

You can rapidly create new eForms or reproduce existing paper forms within a Microsoft Word interface. An integrated rules engine provides a powerful method of defining rules and conditions that control the behaviour of the form (e.g. field validation, visibility, appearance and context-sensitive forms).

Once the page is designed, you can use point-and-click UI to add rich, interactive behaviours (like dropdown menus, radio buttons, e-signatures, and many, many more), without coding.

Process mapping for CapEx request approval

Workflow automation

Build, modify and execute your business processes

Graphically model and build your CapEx processes through a 100% web-based interface.

Create the approval steps that the form will go through and specify business rules (for example, send form to CEO if the request is above a certain threshold). Send email reminders to prompt users to complete tasks or alert a manager if a task is running late.

Web-based and mobile friendly

Expedite the lifecycle of forms processing with mobile BPM

The platform empowers users with tablets, laptops, and smartphones to participate in their CapEx request approval process - even when out of the office. Using your mobile device, you can:

  • Review, complete, and submit forms
  • View dashboards and reports
  • Attach photos or record GPS data to forms
  • Complete tasks via email while offline
BP Logix Process Director management reporting knowledge views

Web desktop including dynamic Knowledge Views

Get real-time visibility into your processes

You will be assigned a bespoke web desktop tailored to your role (for example, Initiators, Approvers, Managers, System Administrator) where you can initiate CapEx request forms, view tasks lists, search and/or review submitted forms and view live dashboard information called Knowledge Views.

Knowledge Views enable finance teams to build flexible reports, graphs and dashboards - without the assistance of IT. Graphical views and management dashboard reports provide visibility into how your business processes are running. eCapEx tracks and audits each approval process, CapEx request form and user action which enables auditors to look up old processes and know exactly who did what and when it was done.

Deployment

Deployment

Cloud-based or on-premise options available

eCapEx fits perfectly into your technology infrastructure, enabling you to be up and running with a minimal disruption. The On-Premise Edition packages come with unlimited users, unlimited workflows, unlimited Process Timelines™, unlimited business rules, and unlimited knowledge views. The software scales with your infrastructure, so you can purchase only what you need today, and add capacity or options as you grow.

If you are looking to minimise capital, infrastructure, and IT expenditure, our Cloud Edition combines the benefits of the cloud with the power of eCapEx, enabling your business to take advantage with little or no capital investment.

Benefits

Create electronic forms

Create rich, interactive electronic forms (eForms) inside Microsoft Word that work on any device. Pre-populate, show/hide, protect/unprotect form fields and add attachments, pictures and comments.

Electronic signatures

eCapEx applies an electronic signature each and every time an individual takes any action within a workflow. eSign technology enables participants to sign documents directly using their mouse, stylus or finger.

Automate routing of electronic forms

Automate the routing of completed eForms through bespoke authorisation paths based on asset category, business unit, budgets and authorisation limits with a rejection and clarification workflow process and automated email reminders.

Visibility over the approval process

eCapEx offers real-time visibility into your CapEx processes with bespoke web portals allowing users to initiate eForms, view tasks lists, search and/or review submitted forms and view live dashboard information.

Archive requests for regulatory compliance

eCapEx automatically archives processed CapEx requests allowing you to quickly review information about any activity, past or present, including time-stamped approval decisions, documents and comments.

Quick deployment

Typically, we can replicate your existing paper form and internal approval process within a few weeks to provide greater visibility, automation and tracking of your CapEx spending.

Roll-out to other departments

With agreement in terms of users, reusable components and management buy-in, the platform can be deployed quickly within other departments / processes within your business.

Cost savings

Significant cost savings will be derived from tighter spend control, harmonisation of processes across departments and geographies, eradication of procurement overlap, improved utilisation of existing equipment/capital, and the ability to leverage bulk-buying power.

Security

eCapEx supports authenticated and anonymous users and uses SSL encryption, the same technology used by banks and online merchants, to ensure safe reliable transactions. The product is firewall friendly and works with most packet-filtering firewalls and proxy servers.

Professional services

eCapEx is aimed at business users and requires no coding knowledge to create forms and model CapEx processes.

However, if you need to deploy quickly or have complex requirements, ePC can manage the project from concept to completion to enable your CapEx software development to be up and running much sooner with less reliance on your internal resources.

Technical support

You will have access to a support helpdesk during normal working hours in the UK (09:00-17:30 GMT/BST), where you can liaise with a skilled and experienced engineer by telephone and eMail.

As part of the agreement, you will receive maintenance releases and version upgrades for the core software.

Training

Training courses to transfer the skills needed to implement and administer eCapEx. Through a series of hands-on exercises, delegates will create a process (including workflows and/or Timelines™, eForms, and Knowledge Views), and learn how to search and report on data.

In the past, we have found a train-the-trainer approach is best for disseminating the required skills to the end users throughout the world.

Case studies

Rentokil Initial automate capital expenditure processes with eCapEx workflow software

Rentokil Initial automate capital expenditure processes with eCapEx request software

eCapEx, a cloud-hosted capital expenditure request software tool for approving CapEx requests, offers Rentokil Initial centralised control, standardised processes, financial transparency and compliance over their CapEx approval processes in Europe, Asia and the USA.

View case study
Millennium and Copthorne Hotels (M&C) manage CapEx budget with eCapEx software

Millennium and Copthorne Hotels (M&C) manage CapEx budget with eCapEx capital expenditure approval and tracking software

Millennium and Copthorne Hotels PLC (M&C) was looking to improve the controls around CapEx projects by implementing cloud-hosted capital expenditure approval and tracking software to manage their multi-million annual budget.

View case study

Testimonials

As an IT support group, we offer our business colleagues choices. The decision to select Process Director/Cloud Edition was made by the Divisional CFO, as the prototype of the CapEx process worked to his satisfaction. From an IT perspective we were also genuinely pleased with the pilot.
Chris Broe, Group Chief Information Officer, Rentokil Initial
I have been really impressed by the speed with which this capability has been developed and how flexible it has been to meet our requirements.
Hilton Hess, Finance Director, Rentokil Initial
We love the simplicity of the system. The actual form has not changed much. You now complete it online. It still captures all the same information. Crucially, the quality of submitted requests has improved as certain fields are auto-filled, calculated automatically or contain rules such as a mandatory field or display a warning if certain conditions are not met. We’ve made the process tighter and more consistent.
Nick Taylor, Finance Director, Millennium and Copthorne Hotels
ePC offers a strong technical knowledge of BP Logix Process Director, and the ability to understand complex business processes. We consider the company a premier resource for BPM implementations using Process Director.
Jay O'Brien, Chief Executive Officer, BP Logix

Product

Built with BP Logix Process Director

eCapEx is based on BP Logix Process Director, a BPM software solution recognised by Gartner as a ‘Niche Player’ in the 2017 'Magic Quadrant for Intelligent Business Process Management Suites (iBPMS)'.

Gartner Magic Quadrant for Intelligent Business Process Management Suites (iBPMS) 2017
Gartner Peer Insights logo
Browse Gartner Peer Insights for product comparisons and the latest reviews on Process Director, the BPM software behind eCapEx.

5/5

14 reviews

Capterra logo
Read real Process Director user reviews, compare products, and get the latest software research to find the right solution for your business.

4.5/5

18 reviews

Product

Built with BP Logix Process Director

eCapEx is based on BP Logix Process Director, a BPM software solution recognised by Gartner as a ‘Niche Player’ in the 'Magic Quadrant for Intelligent Business Process Management Suites (iBPMS)'.

Gartner Magic Quadrant for Intelligent Business Process Management Suites (iBPMS) 2017
Gartner Peer Insights logo
Browse Gartner Peer Insights for product comparisons and the latest reviews on Process Director, the BPM software behind eCapEx.

4.9/5

15 reviews

Capterra logo
Read real Process Director user reviews, compare products, and get the latest software research to find the right solution for your business.

4.5/5

19 reviews

The journey towards BPM: Recognising inefficiency in your business (opens a new website in a new browser)
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The journey towards BPM: Recognising inefficiency in your business

One of the first steps towards business efficiency is recognition. That recognition might be as simple as “Something has to change!” or just the awareness that you can do things better.

In this eBook, we review ten indicators that may suggest your business processes would benefit from automation. How many will you recognise in your organisation?

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About us

ePartner Consulting Ltd (ePC) develop workflow automation solutions, including eCapEx, based on off-the-shelf components from BP Logix, OpenText and ABBYY.

Address

St Ann's House
Guildford Road
Lightwater
Surrey
GU18 5RA

Tel: +44 (0)844 567 2000
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Web: www.epc.co.uk

© ePartner Consulting Ltd 2004-2018. Registered in England. Number 05192543.

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