Pulpstream is a cloud-based platform that helps you streamline your business processes. For example: audits, incident management, training programs, and customer-support systems are just a few of the many kinds of processes that Pulpstream handles. 

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Pulpstream makes it as simple as possible to define those business processes in the cloud--processes that are automated and running the moment they are published. 

 

With Pulpstream, a business process is more than just an abstract sequence of activities. Processes are defined, of course, but they are part of a larger entity known as a stream. As in the larger world, there are many different streams, each of which starts from a different place. For example, a company might have one stream for accounting requests, one for shipping, and another for support requests.

 

Each request that comes in launches a new instance of the fully-customizable process. (For example, each customer support ticket, or each incident investigation). Fully mobile-enabled, that system lets you track tasks and documents associated with the process instance, get electronic signatures, see status-at-glance in online dashboards, and generate comprehensive reports, charts, and graphs. 

 

The activities that follow detail the things that different kinds of users can do in the system. Each is governed by user permission settings, so only people who are authorized are given the option to perform that activity.

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Pulpstream users can:

1. Create a stream record to launch a process, by filling out a form.
2. Create and manage draft records that are not yet ready to be submitted for processing.
3. Store information in and view information contained in documents attached to that record.
4. See where a given record stands, in regards to its processing.
5. Carry out tasks generated by the process to advance the process to the next stage. 
6. Manually create tasks for yourself or others.
7. View a personal calendar that displays upcoming tasks.
8. Delegate tasks to others (while on vacation, for example).
9. Bookmark selected records.
10. Use predefined views and create custom views to automatically select a set of records based on specified criteria.
11. Follow individual records, and get messages from co-workers in your activity feed.
12. Attach documents to emails, activity posts, and stream records.

Pulpstream managers and supervisors can:

1. Perform all the activities of a user, plus... 
2. Approve or reject the results of an activity, to control process flow.
3. Restart and abort processes.
4. Use reports and charts to summarize data and calculate values.
5. Combine reports and charts into dashboards that can be downloaded, printed, or viewed online.
6. Set up report schedules.

Pulpstream designers can:

1. Create streams that include data components, and forms for data display and input. 
2. Conditionalize the forms, so they change appearance depending on entered data.
3. Define abstract processes for those streams, with activities, conditional branches, and approval steps.
4. Define processing stages (or milestones), to track a record's progress through its processing.
5. Create process steps to integrate Pulpstream with SalesForce, and to get electronic signatures using DocuSign or EchoSign.
6. Populate data components with more than 20 different kinds of fields, including checklists, formula fields to do calculations, enumerations to give the user choices, and more.
7. Create multiple subsidiary data components to hold repetitive information, like items in a claim.
8. Do summary calculations on subsidiary documents using rollup fields.
9. Design document templates that are automatically filled in with record data when they are used.
10. Define roles that people can play in the system. Use them to determine which forms (and therefore which data) is available to people in different roles, and to assign tasks, so anyone in the appropriate role--and only those people--can carry out the task.
11. Define Smart Objects - lists of items, each with multiple fields, that can be selected by users to reference stored information from a record.
12. Define Rules -- mini-processes that can be launched from a stream process, or invoked by a button in a user form.
13. Work on the next version of the process-stream while the current stream is in use, and publish the new version only when it is ready.

Pulpstream account administrators can:

1. Add users to the system, specifying profiles, roles, and group membership.
2. Set up business calendars to specify working hours, so tasks and due dates are assigned at dates and times that make sense.
3. Import and export data.
4. Integrate Pulpstream with their organization's single sign-on system, so that users need only log in once to access the organization's entire suite of applications.