Ultimus BPM

Skip the endless handoffs and stand up working workflows in hours. With Ultimus BPM, operations teams sketch a process, drop in steps, plug in data sources, and publish a live app without heavy coding. Start from ready-to-use starters—approvals, requests, and case management—then tailor forms, rules, and SLAs to your policies. Connect email, ERP, CRM, and file storage so tasks automatically fetch and update records. When you deploy, users get a clean worklist, mobile-friendly forms, and consistent routing from day one.

Finance teams can launch AI-driven invoice handling in a single afternoon. Incoming emails and uploads are captured, documents are read for vendor, amounts, and dates, and matched to POs. Exceptions trigger an approval path based on thresholds and cost centers; approvers review line items, comments, and audit details in one screen and sign digitally if required. When approved, entries post to your accounting system and payments are scheduled. Every step is immutably recorded with a blockchain-backed trail so auditors can verify who did what, when, and why—no spreadsheet chases.

HR and equity admins can manage grant cycles end-to-end: issue templates by role, enforce blackout windows, capture acceptances, and sync with HRIS and cap table tools. Role-based permissions keep sensitive data restricted, while cross-team handoffs and internal comments keep legal, finance, and HR aligned. Escalations and reminders prevent stalls. Managers watch throughput, backlog, and cycle time via live dashboards, desktop gauges, and on-form analytics. Lifecycle tracking shows where work slows, which policies cause rework, and what to fix next.

Scale with confidence: version workflows, A/B-test routing rules, and roll out changes safely in test spaces before going live. Orchestrate bots and services via RPA connectors and webhooks, and reuse building blocks across departments to speed new automations. AI suggests next-best actions based on history and alerts you to bottlenecks before SLAs are at risk. Teams get onboarding guides, embedded help, and optional onsite expertise; IT gets centralized governance, health checks, and global support. Maintenance is streamlined—apply updates without downtime—and performance data can stream to your BI stack for continuous improvement and measurable ROI.