Metastorm BPM® Process Templates

Get a quick start on your BPM initiatives. Our Process Templates for Metastorm BPM help you accelerate the development of your process deployments by:

• Featuring the most requested processes as easy, ready-to-use templates
• Providing sample process flow maps and associated forms
• Enabling easy configuration and extension to meet your unique process needs
• Being easily accessible for download via the Metastorm Customer Zone (intranet site for Metastorm customers with active maintenance contracts)

Metastorm has helped organizations worldwide deliver rapid ROI with our Process Templates and other implementation accelerators – we can help you, too. Contact us today.

To learn more about our Metastorm BPM Process Templates, check out the inventory list below by clicking on the category to expand the listing.

  Process Templates

Category/ Vertical	Procedure Name	Brief Description
Customer Service	Customer Support	Help Desk Process
Customer Service	Order Processing	Order Entry and Tracking
Customer Service	Support	Customer Support Procedure
Education	Admissions	Student Admissions
Education	Work Request	Schoolwork Request Process
Financial Services	Business Development	Review New Business
Financial Services	Check Reorder	Check Reorder Process
Financial Services	Customer Deal	Manage Big Customer Sale
Financial Services	Mortgage	Mortgage Applications
Financial Services	Request for Quote	Review Vendor Quotes
Financial Services	Report Processing	Report Processing/Graphics Requests
Government	CorTrack	Correspondence Tracking
Government	GrantApp	Grant Procedure with SF424
Healthcare	Patient Referral	Patient Referrals
Healthcare	CSR Tracking	Patient Care Customer Service
Insurance	Claims	Insurance Claims Reporting
Insurance	Crisis Management	Insurance Crisis Claims
Internal Operations/ Administrative	Job Ticket	Job Ticket Process
Internal Operations/ Administrative	Change Address	Change of Address
Internal Operations/ Administrative	NetReg	Web-based Registration
Internal Operations/ Administrative	Travel Request	Travel Request
Internal Operations/ Administrative	Scheduler	Conference Room Booking
Internal Operations/ Administrative	Project Management	Project management procedure
Internal Operations/ Administrative	Press Release	Submit and approve a Press Release
Internal Operations/ Administrative	Contract Management	Review and approve a contract
Internal Operations/ Human Resources	Employee Beneficiary	Change or add a beneficiary
Internal Operations/ Human Resources	Leave Request	Internal Leave Request
Internal Operations/ Human Resources	New Hire	New hire
Internal Operations/ Human Resources	Review	Performance Review Process
Internal Operations/ Human Resources	Training Request	Employee Training Requests
Internal Operations/ IT	Resource Request	Request and Schedule IT Resources
Internal Operations/ IT	IT Service Request	IT Trouble Tickets and Service Requests
Internal Operations/ Procurement	Buy Company PC	Requisition New Laptop or Desktop Computer
Internal Operations/ Procurement	Cap Expenditure Authorization	Track and Approve Capital Expenditures
Internal Operations/ Procurement	Purchase Requisition	Purchase Requisition
Legal	Case Management	Legal Case Management
Legal	New Client Matter	New Client Matter Intake
Legal	New Matter	New Matter Intake
Legal	New Client	New Client Intake
Legal	Bond Hearing	Schedule a Bond Hearing
Manufacturing	EO	Engineering Order Process
Manufacturing	Site Planner	Site Planners Project Start-Up
Telecomm	Comm Service Order	Telecom Service Orders