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    Whitepapers

    Whitepapers

    Research and strategic perspectives on modern revenue operations.

    Automating-the-Transfer-Credit-Process-at-Your-School-White-Paper
    Whitepaper

    3 May 2022

    Automating The Transfer Credit Process

    In a survey of over 1,000 college students, nearly half of the respondents indicated that the process of transferring from one institution to another was, in a word, “unacceptable.”  The credit transfer journey is so daunting and mysterious, that Inside Higher Ed once referred t…

    Going Digital in Bank Customer Onboarding
    Whitepaper

    26 April 2022

    Going Digital in Bank Customer Onboarding

    “Enhancing the client experience” ranks as a top strategic priority for 83% of banking professionals.  But in banking, there’s more to consider beyond sheer customer satisfaction.  This highly regulated sector is required bylaw to collect strict documentation from incoming appli…

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    Whitepaper

    28 March 2022

    Digital Process Automation in Higher Education

    This white paper will elevate your understanding of digital process automation in higher education, and unpack the power of democratized workflow design with a low-code DPA platform.

    KYC in Banking: Collecting the Right Information While Maintaining Customer Experience
    Whitepaper

    8 October 2021

    KYC in Banking: Collecting the Right Information While Maintaining Customer Experience

    Just over a decade ago, investment and commercial bank failures started a chain reaction that forced the U.S. government to intervene into how many financial firms conducted business. This fallout led to sweeping changes in the banking industry, and many banks are still struggli…

    Microservices
    Whitepaper

    5 February 2021

    Revolutionize with Microservices Process Orchestration

    Microservices came about as a natural progression from monolithic architecture. Traditional monolithic systems have become too time-consuming to update and maintain. During the Waterfall days of software development, a monolithic architecture made sense. In today’s Agile environ…

    The Five Principles of Digital Transformation for Banks and Credit Unions
    Whitepaper

    10 August 2020

    The Five Principles of Digital Transformation for Banks and Credit Unions

    Digital banking used to be a supplement to traditional branch-based transactions. Banks and credit unions once considered apps and digital access a luxury, mostly relying on customers to make a trip to the teller to take care of their banking activity. Now, banks are experien…

    Banking-forms
    Whitepaper

    10 August 2020

    Improving the Customer Experience (CX) in Banking

    With intense competition, tighter margins, increased regulations, and evolving customer demands, the omnichannel customer experience (CX) and delivery model is fast-becoming the paradigm of choice for forward-thinking banks. Whether commercial, retail, or consumer banking, what’…

    IT-workflow-solutions
    Whitepaper

    10 August 2020

    ProcessMaker Training Brochure

    Check out this fact sheet of all of ProcessMaker's training offerings.

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    Whitepaper

    17 June 2020

    Accelerate Digital Transformation with Low-Code BPA

    Low-code Intelligent business process management (iBPMS) software is about empowering business users, citizen developers, and IT to build better applications much more quickly and more conveniently. Unquestionably, software can be as simple or as complex as you need it to be. N…

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