Citizen Development Platform for Workflow Management: Processes, Models and Document Management

Onyx - Citizen Development Platform for Workflow Management

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Challenge

Challenge

To replace the old system, which required hardcoding every process difference by the former development team. Instead, we offered a solution based on the idea of Citizen Development Model, where the new complex tool would be fully customizable by non-technical admin or regular office workers. Its core feature was to be able to build any kind of form and connect it to an appropriate business process modeling notation (BPMN) consisting of roles, steps, tasks, permissions, exclusive gateways, and decision tables.

In the long term, the automated process saves time and resources, by being much more adaptive for rapid change of business circumstances. The new system had to smoothly substitute the former one, not impacting the current Onyx clients and all data gathered.

Story

We were involved since the initial stage of architecture design, advising and consulting on the use of existing software solutions available on the market in order to speed up development. Exploration pointed out the possibility of connecting to Camunda Business Process Management System to handle creating BPMN workflows. We had to integrate with it the new web app for admin to create any form. Plus a separate web/mobile app for the end-users to fulfill, submit and track forms in accordance with the given process flow.

The use of our open-source package uniforms - React library for building forms from every schema - at the early stages as the main engine let us deliver Proof-of-Concept very soon. We treated uniforms as a citizen developer framework and we used it that way. On the other hand, Camunda manages the process design and provides process flow input.

Based on Camunda output we built separate application “Qualification Builder” able to manage roles & permissions of process actors, choose and modify data fields, design a form on each process step and publish complete form. As soon as it’s published, defined users with given permissions might start an instance in a separate application: “Qualification Dashboard”.

In the first phase of the project, we focused on delivering mobile apps (React Native) to handle filling out forms by end-users and monitoring process flows on a Kanban dashboard. Later, as the concept of the mobile app has lost a priority for Onyx clients, we decided to move into web version only, but still adjusted to mobile users. This strategic move let us deliver working MVP faster as it was planned.

Meanwhile, we have enhanced the use of Camunda in the logic of system - it became a brain connecting all Onyx apps and databases, including former system with the actual business process and specific fields of forms in our app.

Having a team of 3 developers, tester and product owner we were cooperating in complete Scrum framework with Onyx. Dividing our work into 2-weeks sprints with all required events: planning, backlog refinement, daily stand-ups, demo & retro. On a daily basis, we played as one team with Onyx, constantly clarifying the vision of the product.

In a few months, we released MVP starting to test the solution on real end-users and Onyx business partners. The project is still ongoing.

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Features

  • Integration with Camunda Business Process Management System
  • Integration with legacy APIs and former system
  • Form Builder - tool to create forms integrated with Camunda business processes Roles and access management system
  • Fields repository to store unique fields for further use
  • Managing form layout in tabs, sections, pictures, group of fields etc.
  • Adding advanced fields features (visibility, read-only mode, requirement, calculations) which respond dynamically based on the value provided by the user
  • Web platform for end-users to start the process instance and submit data via form
  • Monitor process instances on fully customizable Kanban Board
  • Mobile app with an e-passport system used to verify on-site access
Contact

[email protected]
Phone: +48609257363

Headquarters:

Opole, 45-470
ul. Wrzosowa 10e
Poland

Offices:

Wrocław, 50-043
ul. Podwale 7/1
Poland