Utilyx.app设计、自动化并 编排 您的业务流程 —— 无需编码。

Utilyx.app设计、自动化并 编排 您的业务流程 —— 无需编码。

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.

由 AI 驱动的无代码 BPM,专为受监管行业而设计。

一个平台,六大超能力

Utilyx.app 的每个模块都彼此契合 —— 从设计到执行,直至最终文档。

您自动化的核心

下一代流程设计器。每个节点都可执行,每个分支都可测试。在设计时即可可视化数据的真实流转。

通过对话驱动您的 BPM

我们的 AI 助手将您的意图转化为可执行的流程。只需简单对话,即可提出需求并获得:

OCR 与合规验证

自动化您来文文档的数据录入与管控。Utilyx.app 读取您的发票、订单和合同,提取关键数据,并在集成前验证合规性。

为每种业务提供解决方案

Utilyx.app 通过预配置且完全可定制的流程适配您的领域。

银行与金融

以合规性和可追溯性数字化整个客户旅程。

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

保险

从承保到理赔结案,加速每一个环节。

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

汽车

经销商、售后与车队:编排您的运营流程。

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

房地产

开发商、中介与物业管理方:简化文档管理。

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

分销与物流

从采购订单到交付,让您的供应链可靠运行。

人力资源与行政

自动化您的内部和行政流程。

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.

能源与暖通

热泵、通风和生活热水制造商:编排 lead-to-cash、合作安装商网络、调试、售后服务和定期维护合同。

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

12 个模块,统一体验

只启用您所需的功能。每个模块都与其他模块原生互通。

BPM Designer
可视化流程建模
AI Copilot
基于聊天的生成
UseArchive
归档与索引
UseExplorer
全文检索
UsePDF
动态 PDF 生成
Mail Connect
邮件集成
Office Online
协作编辑
Data Management
关联表与数据库
E-Signatures
电子签名
Mobile App
移动端访问
Monitoring
实时监控
UseShare
外部协作

4 步从想法到自动化

  1. 建模. 可视化绘制您的流程,或向 AI 描述。
  2. 配置. 连接您的数据、表单、API 和业务规则。
  3. 部署. 一键发布。如需要可先进行仿真。
  4. 驾驭. 持续跟踪、归档并优化。

为每个市场而构建

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

无论您在巴黎、迪拜、马德里、柏林、上海还是卡萨布兰卡运营 —— Utilyx.app 都使用您的语言并遵守您的法规。

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 Greater China & APAC (zh).

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

您需要了解的一切

使用 Utilyx.app 需要懂编码吗?

不需要。无代码可视化设计器让您通过拖放即可建模复杂流程。AI 甚至可以根据简单的文字描述生成流程。

该工具适配摩洛哥的环境吗?

是的。Utilyx.app 支持阿拉伯语、法语和英语,并与本地行政流程(CNSS、AMO、DGI)以及投资者单一窗口保持一致。

3 天 Free Tutorial 如何运作?

您将获得一个引导式环境来探索关键功能。无需信用卡。结束后,您可以申请 3 个月的测试访问。

我可以连接现有系统吗?

完全可以。Utilyx.app 拥有原生连接器(REST API、webhooks、SQL/NoSQL 数据库、办公套件)以及自定义集成框架。

我的数据安全吗?

平台包含细粒度权限管理、多次失败尝试后自动锁定、日志记录以及每个操作的完整可追溯性。

覆盖哪些行业?

银行、保险、汽车、房地产、分销与物流、人力资源以及公共行政 —— 均提供可定制的预配置流程。

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

All articles
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.