Operational Clarity Across Systems
Integrate existing platforms, standardize workflows, and maintain compliance without system replacement.
Core Capabilities
Essential features for workflow orchestration and operational control.
System Integration Layer
Connect existing ERP, CRM, dispatch, and accounting systems through standardized APIs. Maintain current operations while establishing data consistency across platforms.
- Pre-built connectors for major business systems
- Real-time data synchronization
- Custom API integration support
- Data validation and normalization
Workflow Configuration Engine
Model business processes using our low-code interface. Configure approval workflows, compliance checks, and operational rules without custom development.
- Drag-and-drop workflow builder
- Business rule configuration
- Role-based access controls
- Process versioning and rollback
Compliance Reporting Framework
Generate audit-ready reports with complete data lineage. Track process execution, data changes, and compliance status across integrated systems.
- Automated compliance reporting
- Complete data lineage tracking
- Custom report templates
- Export to standard formats
Integration
Connect with existing business systems
System Connectors
Pre-built integrations for ERP, CRM, dispatch, scheduling, and accounting platforms. Standard APIs ensure reliable data exchange.
Data Synchronization
Real-time data validation and normalization across connected systems. Maintain consistency without manual intervention.
Secure Data Transfer
Encrypted data transmission and authentication protocols protect sensitive business information during system integration.
Custom APIs
Build custom connectors for proprietary systems using our API framework and development tools.
Workflow Management
Configure business processes without code
Process Designer
Visual workflow builder for mapping business processes. Configure approval chains, compliance checks, and operational rules.
Role Management
Define user roles and permissions for different workflow stages. Implement segregation of duties and approval hierarchies.
Process Automation
Automate routine tasks and notifications based on business rules. Reduce manual processing and improve consistency.
Change Tracking
Maintain complete audit trails of workflow modifications. Track who changed what and when for compliance requirements.
Compliance & Reporting
Generate audit-ready documentation
Compliance Reports
Automated generation of compliance reports for regulatory requirements. Include data lineage and process execution details.
Operational Dashboards
Real-time visibility into workflow performance and system status. Monitor KPIs and operational metrics.
Audit Trails
Complete tracking of data changes and process executions. Support internal and external audit requirements.
Data Export
Export reports and data in standard formats for further analysis or regulatory submissions.
Operational Control
Maintain oversight and governance
Process Monitoring
Monitor active workflows and system integrations. Identify bottlenecks and performance issues in real-time.
Exception Handling
Configure alerts and notifications for process exceptions, data validation failures, and system issues.
Security Controls
Implement authentication, authorization, and data protection measures across integrated systems and workflows.
Performance Analytics
Analyze workflow efficiency and system utilization. Identify opportunities for process improvement.
Additional Capabilities
Supporting features for comprehensive workflow management.
Process Versioning
Track changes to workflows and maintain version history. Revert to previous process configurations when business requirements change.
Real-time Monitoring
Monitor workflow execution and system performance through operational dashboards.
Data Lineage
Track data flow across integrated systems with complete audit trails.
Access Controls
Implement role-based permissions and approval workflows for operational processes.
Ready to streamline operations?
Contact our team to discuss how Clearpoint Systems can integrate with your existing infrastructure.