Process Intelligence

We combine CRM, BPM, and Artificial Intelligence to automate, optimize, and scale your business processes. Fewer repetitive tasks, more value.


-50%
Activity time
repetitive sales
+30%
Efficiency
processes
-60%
Errors
operational

Process Intelligence is our Business Unit that combines CRM, BPM and Artificial Intelligence to automate and optimize business processes. The goal: eliminate repetitive activities that consume time, allowing people to focus on what creates value.

The starting point is always a question: how do processes really work in your company? Not how they’re documented, not how they should work in theory, but how they work in daily reality.

That’s why we use Process Mining techniques: we analyze system logs to reconstruct actual flows, identify bottlenecks, discover unexpected variants.

USE CASE

Accounting Firm

30 professionals managed tax files on Excel spreadsheets. Manually tracked deadlines, communications scattered across email, WhatsApp and phone calls, approximate time reporting.

Solution: vtenext with custom practice module. Tracked lifecycle, automatic deadlines, reminders, integrated timesheet.


Results after 1 year

0

Missed deadlines (previously 5-10/year)

+30%

Cases handled with same resources

-60%

Admin time

Improved customer NPS

What is Process Intelligence

The application of AI and analytics to business processes

Analyze

How processes really work

Identify

Inefficiencies and bottlenecks

Automate

Repetitive tasks with AI

Optimize

Continuously improve performance

The Evolution of CRM

Aspect Traditional CRM Process Intelligence
Focus Contact database Customer process hub
Tasks Manual AI automation
Reports Static Process Mining
Workflows Rigid Adaptive BPM
Data Silos Total integration

Our Solutions

vtenext CRM + BPM

The core platform • Partner since 2008

The only enterprise open source CRM with natively integrated BPM engine.

  • Enterprise open source CRM
  • Integrated BPM engine (BPMN 2.0)
  • Visual workflow designer
  • Complete REST API
No vendor lock-in On-premise/Cloud

Process Mining

Discover how things really work

System log analysis to map actual vs theoretical processes.

  • Real process mapping
  • Bottleneck detection
  • Conformance checking
  • KPI per step
Output: Visual map + Optimization recommendations

AI Agents for Business

Intelligent automation

AI agents that automate complex tasks, integrated with your systems.

Qualifies, prepares, follows up
Responds, categorizes, escalates
Analyzes, extracts, generates
Syncs, handles errors
-50%
Sales time
-40%
L1 tickets
-70%
Data entry

Workflow Automation

No-code / Low-code

Workflow automation with no-code tools and enterprise BPM.

n8n
ONLY approved no-code tool
vtenext BPM
Enterprise BPMN 2.0 workflow
Use cases
Customer onboarding Approvals Reminders System sync

Application Areas

Sales & Marketing

  • • Automatic lead scoring
  • • Personalized nurturing
  • • Pipeline forecasting
  • • Activity tracking

Customer Service

  • • Intelligent ticketing
  • • AI knowledge base
  • • Integrated chatbot
  • • SLA monitoring

Operations

  • • Order management
  • • Inventory workflow
  • • Procurement automation
  • • Quality control

HR & Admin

  • • Employee onboarding
  • • Leave management
  • • Document workflow
  • • Compliance tracking

Methodology

9 to 14 weeks to transform your processes

1

Discovery

2 weeks

  • • Stakeholder interviews
  • • System log analysis
  • • As-is mapping
  • • Pain point ID
2

Analysis

1-2 weeks

  • • Process Mining
  • • Bottleneck analysis
  • • Variant ID
  • • Prioritization
3

Redesign

2 weeks

  • • To-be design
  • • Automation opp.
  • • AI use cases
  • • ROI estimation
4

Implementation

4-8 weeks

  • • vtenext setup
  • • Workflow dev
  • • AI agents setup
  • • Integration
5

Optimization

Ongoing

  • • KPI monitoring
  • • Continuous impr.
  • • New automations
  • • Scaling

Client Results

ACCOUNTING FIRM • 25 people

Manual case management

Solution: vtenext + workflow + reminders
-60%
Admin time
0
Missed deadlines
MANUFACTURING • 150 employees

Email-managed orders

Solution: Customer portal + workflow + ERP sync
+40%
Self-service
-50%
Errors
REAL ESTATE AGENCY • 3 offices

Lost leads, inconsistent follow-up

Solution: CRM + lead scoring + nurturing
+35%
Conversion
-70%
Qualification time

Principles We Follow

Understand first

We don’t automate inefficient processes. First we analyze, then we automate.

Involve

We include end users in the design. We collect feedback, we iterate.

Quick wins first

We start with high-impact, low-risk processes. Fast value, then extension.

Measure everything

KPIs defined upfront. We measure before and after. If it doesn’t improve, we revise.

Rendi i tuoi processi intelligenti

Process Assessment gratuito • Mappatura processi critici • Identificazione quick win
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