Likelihood to Recommend
It simply works great for our applications and requirements!
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How many users will be using the system? What part of the organization will own the product? Serena is a great workflow tool. It can be tailored to fit in any scenario and so I dont believe there is any situation where it would be inappropriate.
Read full review Pros BP Logix Process Director has an extremely easy to use graphical workflow designer. Good support for electronic signatures and physical signatures using hardware signature pads. Knowledge views and dashboards for easy access to data. Read full review One of my favorite capabilities within the Serena user interface is the reporting. Detailed searches into the workflows allow the users to create reports containing any field that is in the workflow. Users here use the reporting during review time to pull metrics on tickets they have worked during the year. From a process perspective, the system provides a specific report with details around how long the items have been in various states. I use this information to measure my process peformance and to identify bottlenecks within the processes themselves. The reports are fairly easy to use but they can also be very complex too. Reports can be set up and shared across groups. Generic reports can also be set up so that query at run time fields can be entered. Developing new processes in Serena Business Manager is relatively easy and does not necessarily need to be done by a developer. Serena has added some key features that reduces the need to add Java scripts. Serena Business Manager is a blank slate and it can be as complex or as simple as you make it. The forms are the same. I have seen some very simple designs and some very complex and beautiful form designs. From a user perspective, it is fairly simple to just pick up and start using. I introduce our new hires to the systems in a thirty minute session. Most users are more confused by which process to use for what than by how to use the system. Read full review Cons Having a record of sent emails in a process would be helpful. A "scrubber" for PDF names would be helpful. Acrobat does not like to open items with particular characters in a file name. Read full review Serena's documentation for the product is well written but it can be a bit challenging because it is often missing key components, best practices or tips and tricks that you get when you call into their customer support. It is also very frustrating to have their release notes refer back to their knowledge base to have their customers figure out what they fixed in their releases. Serena Business Manager manages their users in an Administrator function. Any changes made in this part of Serena is only logged in the database. It would be nice to have some reporting out of of this system. When you have multiple administrators of a system, it would be a nice feature to have some reporting here rather than having to go into the database. The notification feature within Serena can be a bit challenging and time consuming. You can't copy the notifications so if you want to duplicate a notification you had previously created you have to recreate it again. The notifications have three levels to them and they can be a bit tricky to get them to work just right. Read full review Alternatives Considered
We evaluated 13 vendors when looking for a solution for our finance department. We invited 4 vendors to demo and picked BP Logix in late 2011. Integration was very quick and since we went live January 2012 we deployed three additional processes incorporating our finance, facilities, legal, IT and our operations departments.
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We have been using Serena for eight years and I don't believe I can answer this question since it was so long ago that we made the decision to purchase Serena.
Read full review Return on Investment Process Director has had such a positive impact on our entire organization. Nearly every division and department throughout the whole organization either has working forms and workflows or has requested to have forms and workflows developed. The only negative or adverse condition is that we don't have enough development time for all the workflows requested to be developed. Read full review We use Serena to standardize our business processes to ensure a more efficient work day experience for our employees. By having the employees use Serena for the processes we can ensure the process is completed the same way every time. By having our key processes in Serena we are able to measure our processes at any time. Some of those key metrics include a 90% reduction in rework and a 47% reduction in overall process time. With the ability to measure processes at any time, we can react to process problems and correct them quickly. Serena Business Manager is flexible enough to allow quick development and rapid promotion when necessary. Serena is very ingrained in our culture and the culture has taken on the "ticket" mentality unfortunately. With everyone trying to measure their work and justify their body counts through ticket counts, having a ticket opened for every act of work has become the standard. Read full review ScreenShots Process Director Screenshots