SOLUTIONS

RuleDesigner
Project & Workflow

Collaborative, structured and traceable project management in terms of order and digital thread

What is RuleDesigner Project & Workflow

RuleDesigner Project & Workflow is the modular platform for centralized, tracked and secure management of project data and processes.

It integrates seamlessly with business systems (ERP, CRM, PDM, CPQ) and promotes collaboration between all the functions involved – from design to production – providing an end-to-end vision in a Digital Thread perspective.

Holistic Project Management

Each job has a unique and dynamic card, which collects:

Status of the phases
Activities in progress
Assigned resources
Costs and final accounts
Documents and technical files
Notices, deadlines, checklists and events
KPI reports and performance indicators

The properties are configurable and navigation between related elements is native.

Connection to the Technical World: Orders and Product Data

RuleDesigner Project & Workflow integrates natively with RuleDesigner PDM, ensuring:

Direct connection between project and technical data (codes, drawings, bills of materials, revisions, CAD files)
Traceability of products generated by the order and their associated technical files
Access to lightweight 3D representations (web-native) of components and assemblies, navigable directly in the project sheet
Continuous alignment between design, industrialization and production
Unified management of product information, changes (ECR/ECO), costs and milestones in the order context

This approach allows true Product-In-Project management, essential in engineered and order-based sectors.

Planning, Gantt, Resources and Costs

Advanced tools for operational project management:

Gantt integrated with milestones, activities, dependencies and constraints
Hour unloading and activity detection associated with project, phase, activity and resource
Management of workloads for internal or external resources
Cost centers by job, phase, activity or resource
Budgeting, final accounting and deviation control
Indicators on times, costs, performance and margins

Integrated Document Management

Automatic and classified archiving of files, emails, reports and documents
Versioning, approvals and automatic collation
Native integration with technical and commercial documentation
Mobile access and real-time notifications on approval requests

Integration with enterprise systems

RuleDesigner PDM integrates easily with the main ERPs on the market, such as SAP, JDEdwards, Microsoft Dynamics, Infor, AS400, Panthera and many others. Interoperability is guaranteed through consolidated communication standards (SOAP, REST, frontier tables, file exchange, HTTP calls…), allowing a smooth synchronization between technical and management data.

Discover our ERP integrations

Collaborative Portals for Profiled Sharing of Job Order Data

Dedicated web portals for controlled and profiled sharing of project/order data. Through these configurable application environments, the company can:

Share technical data, documentation and project milestones with internal (production, quality, purchasing) or external (customers, consultants, suppliers) subjects
Define granular levels of access and visibility, based on role, organizational group or specific project
Track every interaction or modification made, ensuring accountability, security and versioning
Promote structured interaction in collaborative processes, such as reviewing technical documentation, risk analysis, activity progress or non-compliance management

Automation and low-code

Automate repetitive tasks (conversions, exports, notifications, updates) with RuleDesigner SmartActions. The platform supports no-code/low-code configuration to create custom processes without custom development.

Automation and Best Practices

Predefined project templates and checklists
Assignment, notification, approval rules
Automatic creation of activities from events (e.g. order, review, due date)
Integration with CPQ and PDM for digital continuity from quote to delivery

Why Choose RuleDesigner Project

Native integration with the technical area and PLM

RuleDesigner Project & Workflow integrates seamlessly with product data (bills of materials, documents, revisions, coding) and with company PDM/PLM systems. This allows you to connect each project to its technical component, ensuring complete traceability between orders, articles, technical documents and product development activities.

Business Process Automation for flows and governance

The platform is equipped with a powerful BPA (Business Process Automation) engine that allows you to model and automate approval workflows, alerts, conditional actions and operational rules, reducing manual work and increasing the organization’s responsiveness.

Versatility in modeling processes of various natures

RuleDesigner allows you to model complex or simple, technical or managerial, standard or customized processes, adapting perfectly to the organizational needs of the company. The system is completely configurable, even through templates and dynamic rules.

Extended collaboration and secure sharing

The platform allows you to enable profiled web portals for customers, suppliers, partners or internal teams, making the sharing of data, documents and activities simple but controlled. Each stakeholder can access the information under their responsibility with guaranteed traceability and security.

Section FAQ

Is it compatible with my current ERP/CRM systems?

Yes, the platform supports integration via API, web service and file exchange with the main ERP and CRM.

Can I customize workflows and project cards?

Absolutely. The structure is fully configurable with low-code tools.

I need to involve external stakeholders or suppliers in my projects: is it safe to do so?

Of course. It is possible to configure dedicated web portals for the controlled sharing of order data, guaranteeing profiled access to suppliers, consultants or customers according to detailed visibility and traceability rules.

Is it possible to generate KPI and progress reports?

Yes, a dynamic and customizable reporting engine is included.

Can I model complex and structured processes in RuleDesigner Project & Workflow?

Absolutely yes. RuleDesigner allows the modeling of even complex flows, with phases, roles, parallel activities and dependencies, supporting dynamic and interfunctional structures. Management occurs via a configurable and visual interface, without the need for code.

Is it possible to automate actions and flows based on predefined rules?

Yes. RuleDesigner includes a powerful rule-based automation engine that allows you to define automatic actions when specific conditions occur (e.g. sending notifications, status changes, delegations, document generation). This approach reduces manual errors and improves operational efficiency.