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  Metastorm Process Templates

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Get a quick start with Metastorm BPM! We have compiled some of our most requested procedures into templates to help you get started in developing your own Metastorm solutions.

The templates include Process Maps and associated Forms. These are intended as a starting point for developing your own BPM solutions and can be configured and extended to meet your unique process needs.

All process templates are available for download on the Metastorm Customer Zone, which you have access to if you are a Metastorm customer with an active maintenance contract.

Category/
Vertical		Procedure NameBrief Description
Customer ServiceCustomer SupportHelp Desk Process
Customer ServiceLead QualificationWeb-generated Leads Distribution
Customer ServiceOrder ProcessingOrder Entry and Tracking
Customer ServiceSupportCustomer Support Procedure
EducationAdmissionsStudent Admissions
EducationWork RequestSchoolwork Request Process
Financial ServicesBusiness DevelopmentReview New Business
Financial ServicesCheck ReorderCheck Reorder Process
Financial ServicesCustomer DealManage Big Customer Sale
Financial ServicesMortgageMortgage Applications
Financial ServicesRequest for QuoteReview Vendor Quotes
Financial ServicesReport ProcessingReport Processing/Graphics Requests
GovernmentCorTrackCorrespondence Tracking
GovernmentGrantAppGrant Procedure with SF424
HealthcarePatient ReferralPatient Referrals
HealthcareCSR TrackingPatient Care Customer Service
InsuranceClaimsInsurance Claims Reporting
InsuranceCrisis ManagementInsurance Crisis Claims
Internal Operations/
Administrative		Job TicketJob Ticket Process
Internal Operations/
Administrative		Change AddressChange of Address
Internal Operations/
Administrative		NetRegWeb-based Registration
Internal Operations/
Administrative		Travel RequestTravel Request
Internal Operations/
Administrative		SchedulerConference Room Booking
Internal Operations/
Administrative		Project ManagementProject management procedure
Internal Operations/
Administrative		Press ReleaseSubmit and approve a Press Release
Internal Operations/
Administrative		Contract ManagementReview and approve a contract
Internal Operations/
Human Resources		Employee BeneficiaryChange or add a beneficiary
Internal Operations/
Human Resources		Leave RequestInternal Leave Request
Internal Operations/
Human Resources		New HireNew hire
Internal Operations/
Human Resources		ReviewPerformance Review Process
Internal Operations/
Human Resources		Training RequestEmployee Training Requests
Internal Operations/
IT		Resource RequestRequest and Schedule IT Resources
Internal Operations/
IT		IT Service RequestIT Trouble Tickets and Service Requests
Internal Operations/
Procurement		Buy Company PCRequisition New Laptop or Desktop Computer
Internal Operations/
Procurement		Cap Expenditure AuthorizationTrack and Approve Capital Expenditures
Internal Operations/
Procurement		Purchase RequisitionPurchase Requisition
LegalCase ManagementLegal Case Management
LegalNew Client MatterNew Client Matter Intake
LegalNew MatterNew Matter Intake
LegalNew ClientNew Client Intake
LegalBond HearingSchedule a Bond Hearing
ManufacturingEOEngineering Order Process
ManufacturingSite PlannerSite Planners Project Start-Up
TelecommComm Service OrderTelecom Service Orders
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