Assertiv transforms Alfresco Process Services and Activiti into a comprehensive business suite that is vital to your daily operations, maximizing your ROI in the following ways: 
1) Assertiv offers a variety of features that enhance productivity and improve efficiency, including AI integration and document collaboration tools.
2) It consolidates multiple components that you would typically need to acquire from various vendors, such as Case Management.

Business Value

Assertiv simplifies the use of Alfresco Process Services and Activiti! While both APS and Activiti are robust backend products, they often lack an intuitive and efficient user interface. Assertiv features a modern, feature-rich UI designed for high productivity and efficiency. 


 The landing page provides users with a real-time snapshot of all ongoing processes and tasks, highlighting priority items.


Assertiv offers a visual infographic of the process timeline and tasks, presenting details of completed tasks in a user-friendly and efficient format.


 With an AI-integrated Case Management component, users can generate case summaries and QA chains (chats) based on case data. This component seamlessly integrates with Alfresco Content Services, creating a cohesive connection between case documents and workflows.


Assertiv dashboard is entirely configurable, and it contains a drill-down functionality, users can click on a chart segment to see the underlying data of that segment, this drill-down is also configurable and can cover as many data levels as the client needs. 


Assertiv also offers a tree view of in-flight and completed processes, complete with user-defined filters that include search terms like process variables. Users can customize the tree view to display a hierarchy that aligns with their filters, making it easier and more efficient to locate and manage their processes.


Additionally, Assertiv includes advanced process and task actions, such as an interactive process timeline, in-flight process upgrades, task reassignment, task reversal, and extending a task.

Innovation

Assertiv is a web-based software developed with a microservices architecture, utilizing Java for the backend and React for the frontend. It supports all major databases, including Oracle, PostgreSQL, MySQL, and MS SQL, and can be installed on both Linux and Windows systems. Assertiv is available as a Docker image as well as through traditional distribution installations.

Assertiv is currently integrated with Alfresco Process Services (1.x and 2.x) and Activiti (6.x and 7.x).

Technology

Assertiv operates on a one-time licensing model, accompanied by an annual support and services agreement. The license fee is determined by the client's size (large, medium, or small). Any requested customizations will be billed on a time and materials (T&M) basis.
Please <a href="/contact-us">contact our sales</a> for pricing.

Pricing

Assertiv is an AI-powered Business Process Management (BPM) platform, integrated with Activiti and Alfresco. It features the Assertant AI Agent for intelligent case processing and automated workflows.
Designed for modern enterprises, Assertiv delivers powerful capabilities including case management, Document management and collaborative tools, interactive process timeline, advanced process and task operations, dashboard, and reporting.

<ul>
<li>Generate case summaries with our AI Agent, pulling information from all your case documents and notes.</li>
<li>Use our AI chat for quick insights, answers, and details enhanced by case data.</li>
<li>Your chat sessions are saved, keeping a handy record of all the valuable information you&rsquo;ve accessed and acquired.</li>
</ul>

AI Agent

<ul>
<li>Our advanced infographic workflow timeline provides a powerful, real-time tracking tool for effective case management.</li>
<li>It outlines every case process and task, categorizing them as completed, in progress, or upcoming. Users can click on any stage to access detailed, actionable insights.</li>
<li>For completed tasks, users can instantly view task handlers and timestamps, promoting transparency and efficiency.</li>
<li>Tasks in progress display information like assigned users and due dates, keeping everyone informed.</li>
<li>Future tasks highlight candidate users, enabling proactive planning and preparation.</li>
<li>The user-friendly design brings all essential case details into view, perfectly integrating notifications, histories, timelines, and task statuses.</li>
</ul>

Infographic Case Timeline

<ul>
<li>Our case component seamlessly integrates with Alfresco Process Services (APS) and Activiti as a built-in feature.</li>
<li>Users can view task forms defined in APS or Activiti, complete tasks, and track their progress effortlessly.</li>
<li>The integration supports workflows with single or multiple process models and handles all events, including JavaScript events, defined in process models.</li>
</ul>

Workflow Integration

<ul>
<li>Experience full integration with Alfresco Content Services, offering seamless document management for case users and operators.</li>
<li>Effortlessly upload, organize, and search case documents to ensure quick access and efficient workflows.</li>
</ul>

Case Documents

Maintain full visibility and traceability with a detailed, time-stamped action log that records every action, update, and case decision, ensuring accurate and comprehensive tracking.

Case History Log

Visualize case data with an interactive dashboard and advanced reports&mdash;powered by real-time data.

Analytics Dashboard and Reporting

<ul>
<li>Stay organized with instant notifications for upcoming tasks and automated reminders for due forms and deadlines.</li>
<li>Boost efficiency and ensure reliable task management every step of the way.</li>
</ul>

Notifications and Alerts

Case users and operators can seamlessly add notes and upload call logs, which can be automatically converted into text format. These logs are fully searchable and can be utilized by AI-powered tools to enhance usability.

Note and Call Logs

The Case Management component integrates seamlessly with your email server, ensuring all case-related emails appear directly in the case section. It also features a built-in calendar that operates as a standalone tool or integrates with your email server for event scheduling.

Email and Calendar

Case users and operators can create a customizable case binder that offers a detailed record of processes, completed tasks with users and timestamps, case documents, notes, and call logs, adapted to meet the client&rsquo;s unique requirements.

Case Binder

<ul>
 <li>
 AI tools: AI-generated case summaries and AI-powered QA chains (chats) based on case documents and notes.
 </li>
 <li>
 Infographic Case Timeline:
 Visual representation of completed, current, and upcoming tasks.
 </li>
 <li>
 Workflow Integration: Seamless integration with either Alfresco Process Services or Activiti, along with compatibility for other workflow engines. This includes a modern, user-friendly forms interface. 
 </li>
 <li>
 Content Management: Out-of-the-box integration with Alfresco Content Services, enabling users to search and collaborate on case documents through annotations, redlining, redactions, electronic signatures, watermarks, stamps, and more. Advanced PDF features, such as binder creation, are also available. 
 </li>
 <li>
 Detailed Case History Log: Comprehensive log of all case activities.
 </li>
 <li>
 Reporting and Drill-Down Dashboards: Insights and analytics for better decision-making. Advanced reporting capabilities for in-depth analysis.
 </li>
 <li>
 Notifications and Alerts: Reminders for due tasks and forms. 
 </li>
 <li>
 Note and Call Log Capability: Ability to log notes and call records. 
 </li>
 <li>
 Email Integration: Out-of-the-box integration with Outlook, with the option to connect other email servers. 
 </li>
 <li>
 Built-in Calendar: A calendar feature that can also integrate with Outlook. 
 </li>
</ul>

Case Management

Intuitive Navigation and Logical Structure.

Visual Infographic of Process Timeline and Tasks.

Efficient, user-friendly tree view of folders equipped with a quick search bar and criteria-based filters.

360-degree document view of details, metadata, historical data, associations, workflows and actions.

Fast Loading Times.

User-Friendly Forms and Simplified Data Entry.

Customizable, Drill-Down Dashboards.

Advanced Search Options.

<ul>
 <li>
 Intuitive Navigation and Logical Structure.
 </li>
 <li>
 Visual Infographic of Process Timeline and Tasks.
 </li>
 
 <li>
 Efficient, user-friendly tree view of processes equipped with a quick search bar and criteria-based filters.
 </li>
 <li>
 360-degree process and task view of details, metadata, historical data and actions.
 </li>
 <li>
 Fast Loading Times.
 </li>
 <li>
 User-Friendly Forms and Simplified Data Entry.
 </li>
 
 <li>
 Customizable, Drill-Down Dashboards.
 </li>
 <li>
 Advanced Search Options.
 </li>
 <li>
 Notifications and alerts.
 </li>
</ul>

Modern and Efficient Interface

Our task forms are designed to be modern and intuitive. For clients using APS, unlike the ADF/ADW UI, these forms support visibility conditions and JavaScript events created in the APS Process Editor.

Modern and User-Friendly Task Forms

Privileged users, such as managers, have the ability to reverse completed tasks and reassign tasks to other users or themselves, notify users about tasks, and extend due dates.

Advanced Task Actions

Assertiv offers a unique capability to upgrade a running process instance from its original model to the latest version seamlessly.

Process Model Upgrade

<ul>
 <li>
 Modern and User-Friendly Task Forms:
 Our task forms are designed to be modern and intuitive. For clients using APS, unlike the ADF/ADW UI, these forms support visibility conditions and JavaScript events created in the APS Process Editor.
 </li>

 <li>
 Advanced Task Actions:
 Privileged users, such as managers, have the ability to reverse completed tasks and reassign tasks to other users or themselves, notify users about tasks, and extend due dates.
 </li>

 <li>
 Process Model Upgrade:
 Assertiv offers a unique capability to upgrade a running process instance from its original model to the latest version seamlessly.
 </li>
</ul>

Process and Task actions

<ul>
<li>Design your analytics dashboard to perfectly match your business needs. Start with popular pre-designed dashlets or opt for fully customized ones.</li>
<li>Add as many Dashlets as you need, choosing from various chart types, including pie, bar, line, column, area, donut, gauge, and table charts.</li>
<li>Dashlets can pull data from multiple sources such as Alfresco, Assertec, or even external systems. To ensure advanced insights, the dashboard includes a robust data transformation layer, easily enabling complex calculations and data operations.</li>
</ul>

Customizable Dashlets

The dashboard is powered by a flexible and configurable data retrieval engine that can access data from any source, whether through direct connections or REST APIs. It also features a business transformation layer to accommodate complex and custom requirements.

Powerful Backend Capabilities

<ul>
<li>Our dashboard offers powerful drill-down functionality, making it an indispensable and thorough analytical tool.</li>
<li>Dashlets can be configured with clickable segments, allowing users to easily explore deeper layers of data. Clicking a segment opens a new Dashlet, displaying detailed insights for that specific section.</li>
<li>This drill-down capability can extend through multiple levels, all the way to the most granular data, providing a comprehensive view of your information hierarchy. </li>
</ul>

Interactive Details Drill-Down

Our dashboard includes a variety of charts, all designed with advanced features and a sleek, professional appearance to enhance user experience.

Modern and Professional Charts

<ul>
 <li>
 Customizable and Configurable Dashlets:
 Users can add an unlimited number of dashlets to the dashboard. We offer a selection of predefined dashlets commonly requested by clients, but additional custom dashlets can be developed to meet specific needs.
 </li>
 <li>
 Powerful Backend Capabilities:
 The dashboard is powered by a flexible and configurable data retrieval engine that can access data from any source, whether through direct connections or REST APIs. It also features a business transformation layer to accommodate complex and custom requirements.
 </li>
 <li>
 Detailed Drill-Down Feature:
 With interactive charts, users can click to drill down and access the underlying data. This feature supports multiple levels of analysis, providing a comprehensive tool for detailed data exploration.
 </li>
 <li>
 Modern and Professional Charts:
 Our dashboard includes a variety of charts, all designed with advanced features and a sleek, professional appearance to enhance user experience.
 </li>
</ul>

Dashboard

We have introduced a new feature in APS/Activiti that allows users to simulate how a process would progress based on hypothetical user actions on a current task. The resulting simulated tasks can also be utilized to simulate subsequent tasks.

Simulation

This feature offers projected completion times for both the current task and the overall process, based on the analysis of statistical data.

Projection

<ul>
 <li>
 Simulation.
 We have introduced a new feature in APS/Activiti that allows users to simulate how a process would progress based on hypothetical user actions on a current task. The resulting simulated tasks can also be utilized to simulate subsequent tasks.
 </li>

 <li>
 Projection.
 This feature offers projected completion times for both the current task and the overall process, based on the analysis of statistical data.
 </li>
</ul>

Process Simulation and Projection

Assertiv automatically creates a search form for each process model, including a list of preconfigured process and task variables that can be used as search criteria.

Structured Search

<ul>
 <li>
 Structured Search:
 Assertiv automatically creates a search form for each process model, including a list of preconfigured process and task variables that can be used as search criteria.
 </li>
</ul>

Advanced Search Forms

Our reporting section offers both built-in and custom reports. Built-in reports cover extensive data segments related to processes, tasks, users, and usage, while custom reports can be developed according to individual client requirements.

Reports

<ul>
<li>Assertec includes its own fully configurable auditing component.</li>
<li>Our auditing includes all the events that Alfresco Auditing component offers and much more, such as the metadata changes (showing old and new values), collaboration tools, workflow and case events.</li>
<li>Assertec features a highly configurable auditing component that is more efficient and goes beyond the capabilities of Alfresco&rsquo;s auditing by tracking events like metadata changes (with old and new values), collaboration tools, workflow, and case events.</li>
<li>Seamlessly integrated with our Reporting and Dashboard components, it provides a robust and detailed solution for auditing and reporting.</li>
</ul>

Auditing

<ul>
 <li>
 Advanced Auditing Capability:
 Our enhanced auditing feature allows for the recording of all content-related events, including pre-modification data. This capability is both configurable and customizable to suit specific needs.
 </li>
 <li>
 Reports:
 Our reporting section offers both built-in and custom reports. Built-in reports cover extensive data segments related to processes, tasks, users, and usage, while custom reports can be developed according to individual client requirements.
 </li>
</ul>

Reports and Auditing

Features

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