Utilyx.appDiseña, automatiza y orquesta tus procesos de negocio — sin programar.

Utilyx.appDiseña, automatiza y orquesta tus procesos de negocio — sin programar.

Utilyx.app Utilyx.app is an AI-powered BPM platform to design, automate and orchestrate business processes — with a no-code visual designer, conversational AI copilot, intelligent document processing (OCR), dynamic PDF generation, GED archiving and multi-database integration. It is multilingual (Arabic with RTL, French, English, Spanish, German, Russian, Chinese) and built for regulated industries worldwide: banking, insurance, automotive, real estate, distribution, HR and public administration, with compliance for international standards (GDPR, ISO 27001, eIDAS) and regional regulations.

BPM no-code potenciado por IA, diseñado para sectores regulados.

Una plataforma, seis superpoderes

Cada bloque de Utilyx.app encaja — desde el diseño hasta la ejecución, hasta la documentación final.

El corazón de tu automatización

Un diseñador de procesos de nueva generación. Cada nodo es ejecutable, cada rama es testable. Visualiza el flujo real de tus datos mientras diseñas.

Conduce tu BPM mediante conversación

Nuestro copiloto IA transforma tus intenciones en procesos ejecutables. Desde un simple chat, pide y obtén:

OCR y verificación de cumplimiento

Automatiza la entrada de datos y el control de tus documentos entrantes. Utilyx.app lee tus facturas, pedidos y contratos, extrae los datos clave y valida el cumplimiento antes de la integración.

Una solución para cada negocio

Utilyx.app se adapta a tu dominio con procesos preconfigurados y totalmente personalizables.

Banca y Finanzas

Digitaliza todo el recorrido del cliente con cumplimiento y trazabilidad.

2026 trends: Hyperautomation & agentic AI 2026, Agentic AI for KYC/AML, Intelligent credit decisioning.

Seguros

Desde la suscripción hasta la liquidación de siniestros, acelera cada paso.

2026 trends: AI claims: 75% faster settlement, AI underwriting & issuance, Parametric insurance & triggers.

Automoción

Concesionarios, postventa y flotas: orquesta tus flujos operativos.

2026 trends: AI dealership: BDC, F&I, delivery, Fleet predictive maintenance & SAV, EV servicing digital workflow.

Inmobiliaria

Promotores, agencias y administradores de fincas: simplifica la gestión documental.

2026 trends: PropTech & property management, Agentic AI for developers, Smart buildings & condominium.

Distribución y Logística

Del pedido a la entrega, haz fiable tu cadena de suministro.

RR. HH. y Administración

Automatiza tus procesos internos y administrativos.

Healthcare & Medical

Hospitals, clinics and labs: secure patient journeys and medical records.

Education & Training

Schools, universities and training centers: automate academic administration.

Legal & Compliance

Law firms, notaries and compliance teams: manage cases and documents.

Retail & E-commerce

Stores, marketplaces and brands: orchestrate commerce operations.

Construction & BTP

Builders, contractors and engineers: manage worksites and documents.

Telecom & IT Services

Operators, ISPs and IT services: automate provisioning and support.

Energía & Climatización

Fabricantes de bombas de calor, ventilación y ACS: orqueste el lead-to-cash, la red de instaladores partners, la puesta en marcha, el servicio postventa y los contratos de mantenimiento recurrentes.

2026 trends: Agentic AI lead-to-cash PAC, Installer automation HeatPump, Recurring revenue PPF & AI.

12 módulos, una experiencia unificada

Activa solo lo que necesitas. Cada módulo se comunica nativamente con los demás.

BPM Designer
Modelado visual de procesos
AI Copilot
Generación por chat
UseArchive
Archivado e indexación
UseExplorer
Búsqueda de texto completo
UsePDF
Generación dinámica de PDF
Mail Connect
Integración de correo
Office Online
Edición colaborativa
Data Management
Tablas y bases de datos vinculadas
E-Signatures
Firma electrónica
Mobile App
Acceso desde cualquier lugar
Monitoring
Supervisión en tiempo real
UseShare
Colaboración externa

De la idea a la automatización en 4 pasos

  1. Modelar. Dibuja tu proceso visualmente o descríbeselo a la IA.
  2. Configurar. Conecta tus datos, formularios, APIs y reglas de negocio.
  3. Desplegar. Publica en un clic. Simula primero si es necesario.
  4. Dirigir. Supervisa, archiva y optimiza continuamente.

Diseñado para cada mercado

Utilyx.app is available worldwide with localized interfaces in 7 languages (Arabic with RTL, French, English, Spanish, German, Russian, Chinese) and compliance with international and regional standards.

International compliance

Ya opere en París, Dubái, Madrid, Berlín, Shanghái o Casablanca — Utilyx.app habla su idioma y cumple con sus normativas.

Utilyx.app currently targets the following markets: Global / International · France & Francophone Europe · Morocco & MENA (Moyen-Orient et Afrique du Nord) · Spain & Latin America (LATAM) · DACH (Deutschland, Österreich, Schweiz) · Russia & CIS · Greater China & APAC. This page is served for Spain & Latin America (LATAM) (es).

BPM, GED & Workflow Glossary

Key terms to understand process automation, document management and AI-driven workflows.

BPM (Business Process Management)
A discipline that models, automates, monitors and optimizes business processes end-to-end. Utilyx.app is a BPM platform.
GED (Gestion Électronique des Documents)
Electronic document management — digitize, classify, index, search and archive documents. Utilyx.app includes a native GED module (useArchive).
OCR (Optical Character Recognition)
Technology that extracts text from scanned documents, PDFs or photos. Utilyx.app reads invoices, orders, contracts and IDs automatically.
Workflow
A sequence of automated steps that move data and tasks between people and systems. Utilyx.app designs and executes workflows visually.
No-Code / Low-Code
Approaches that let non-developers build applications and processes via drag-and-drop, without writing code.
SAE (Système d'Archivage Électronique)
Electronic archiving system that guarantees document integrity, legal retention and traceability over time.
AI Copilot
A conversational assistant that generates processes, forms and rules from natural language. Utilyx.app integrates an AI copilot.
Hyperautomation
Combining AI, BPM, RPA and integrations to automate as many processes as possible — a 2026 Gartner trend.
Dematerialization
Replacing paper documents and manual processes with digital workflows. Mandatory for DGI e-declarations in Morocco.
KYC (Know Your Customer)
Regulatory process to verify customer identity — used in banking. Utilyx.app automates KYC workflows.

How Utilyx.app compares to other BPM platforms

Utilyx.app combines features that are usually split across multiple tools.

FeatureUtilyx.appTraditional BPMRPA toolsSimple GED
Visual no-code designerPartial
Conversational AI copilotRare
OCR & document processingAdd-onAdd-onPartial
Native GED archivingAdd-on
Dynamic PDF generationAdd-onRare
Multi-database integrationPartialPartial
Trilingual AR · FR · EN (RTL)RareRareRare
Moroccan compliance (CNSS/DGI)
AI-driven process generation

Todo lo que necesitas saber

¿Necesito saber programar para usar Utilyx.app?

No. El diseñador visual no-code te permite modelar procesos complejos mediante arrastrar y soltar. La IA incluso puede generar el proceso a partir de una simple descripción de texto.

¿La herramienta está adaptada al contexto marroquí?

Sí. Utilyx.app soporta árabe, francés e inglés, y se alinea con los flujos administrativos locales (CNSS, AMO, DGI) así como con la Ventanilla Única del Inversor.

¿Cómo funciona el Free Tutorial de 3 días?

Obtienes acceso a un entorno guiado para descubrir las funciones clave. No se requiere tarjeta de crédito. Al final, puedes solicitar un acceso de prueba de 3 meses.

¿Puedo conectar mis sistemas existentes?

Por supuesto. Utilyx.app dispone de conectores nativos (APIs REST, webhooks, bases de datos SQL/NoSQL, suites ofimáticas) y un framework para integraciones personalizadas.

¿Mis datos están seguros?

La plataforma incluye gestión de permisos detallada, bloqueo automático tras intentos fallidos, registro y trazabilidad completa de cada acción.

¿Qué sectores están cubiertos?

Banca, seguros, automoción, inmobiliaria, distribución y logística, RR. HH. y administración pública — con procesos preconfigurados personalizables.

BPM · Workflow Automation · GED · OCR · AI Copilot · No-Code · Low-Code — France, Europe, MENA, LATAM, DACH, APAC, Worldwide

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hrsd 7 min read2026-07-15

Internal mobility & promotions — HRSD workflow | Utilyx

Run internal mobility and promotions in one workflow: proposal, HR validation, pre-assignment interview, transition plan with current manager, amendment editing and payroll notification.

Why internal mobility without a workflow stalls careers and frustrates talent

Internal mobility processes take 3+ months — top talent leaves first. A manager proposes a move in a hallway conversation, HR validates by email, the transition plan is a whiteboard sketch, and the amendment is drafted 3 weeks late. The result: 60% of internal moves are delayed by over a month, the current manager is caught off guard, and the employee loses trust in the process — and starts looking externally.

The payroll angle is painful too: salary changes from promotions are communicated to payroll late, generating 1-2 months of underpayment and correction runs.

Form fields captured at mobility proposal

The mobility proposal is created from a structured form with exact fields: employee_id (lookup), target_role_title (text), target_team_id (lookup), target_manager_id (lookup), target_site_code (select: PAR/LYON/MRS/TLS/Remote), effective_date (date), proposed_salary (number), proposed_grade (select: IC1-IC5/M1-M3/Dir), mobility_type (select: Promotion/Lateral-move/Geographic/Demotion), transition_required (boolean), current_manager_id (lookup, auto-filled).

The automated internal mobility workflow

The workflow is structured as a decision tree with 2 branches (with-transition, no-transition) after Step 3, and 7 steps end-to-end. Every action is appended to the timeline_mobility audit subtable.

  • Step 1 (Start — hiring manager or HR): the hiring manager or HR creates the mobility proposal with employee_id, target_role_title and effective_date; the AI copilot checks eligibility against the mobility policy (tenure >= 12 months, performance >= rating 3, no active PIP).
  • Step 2 (HR validation): HR reviews the proposal and validates the role, proposed_grade and salary band; the workflow checks the headcount budget.
  • Step 3 (email — notifications to stakeholders): the workflow emails the current_manager_id and target_manager_id with the proposal details; the current manager acknowledges and flags any blockers. Sub-branch A (with-transition): if transition_required is true, route to the transition-plan branch. Sub-branch B (no-transition): if transition_required is false, route directly to the pre-assignment interview.
  • Step 4A (Transition plan — email): the current manager builds a transition plan with the employee (handover, knowledge transfer, last day in current role) tracked by the workflow; the workflow emails reminders for each handover item due.
  • Step 4B (Pre-assignment interview — email): the workflow schedules the pre-assignment interview between the employee, current manager and HR via email; feedback is captured in the record.
  • Step 5 (usePDF — amendment): the workflow drafts the employment amendment via usePDF with target_role_title, proposed_grade, proposed_salary and effective_date; HR and the legal representative validate it.
  • Step 6 (Employee e-signature): the amendment is sent to the employee for eIDAS-qualified electronic signature; the workflow tracks signature status.
  • Step 7 (useArchive): the signed amendment is archived encrypted via useArchive for the 50-year legal retention period, attached to the employee record, indexed by employee_id, effective_date, mobility_type.

Concrete benefits

Organizations deploying Utilyx internal mobility cut move-to-effective-date from 3+ months to under 3 weeks, eliminate payroll underpayment on promotions via automatic email notification to payroll, and double their internal mobility rate — directly improving retention of top talent who would otherwise leave.

The AI copilot checks eligibility and drafts the amendment, the no-code visual designer lets HR adjust the mobility policy, validation chain and transition-plan template, and the eIDAS signature makes the amendment legally binding from day one.

The workflow in real time

Every node is executable, every branch is testable. Visualize the actual flow of your data while you design.

Automated process
Exécution en temps réel
DemandeDemandeur
FormulaireDonnées
ValidationIA
RoutageCondition
ApprobationManager
PDFusePDF
ArchivageuseArchive
NotificationEmail

Frequently asked questions

Can the workflow check mobility eligibility automatically?

Yes. The copilote IA checks eligibility against the mobility policy (tenure >= 12 months, performance >= rating 3, no active PIP) when the proposal is created, so only eligible candidates progress.

Is the promotion amendment signed electronically?

Yes. The amendment is drafted via usePDF with proposed_grade and proposed_salary, sent to the employee for eIDAS-qualified electronic signature, then archived encrypted via useArchive for the 50-year legal retention period.

Does payroll get notified in time?

Yes. The workflow emails payroll of the salary change effective on the amendment date — no late email, no 1-2 months of underpayment and correction runs.

Ready to automate your processes?

Utilyx lets you design, automate and orchestrate your workflows visually — with an AI copilot, OCR, PDF generation and legal archiving. Start in minutes, not weeks.