Get to Know Pantarey
This chapter provides a basic introduction to Pantarey. It describes the areas of responsibility, structure, and key features of the application.
What is Pantarey?
Pantarey is a web-based application for modeling and running business processes as well as managing structured data.
The platform combines process management and data management in a single system. The goal is to streamline operations and store relevant information centrally.
Core features of Pantarey
- Design, run, and monitor processes.
- Create and manage data models.
- Manage and automate user tasks.
- Control access through permissions & roles.
- Use analytics and reporting features.
Pantarey is fully operated via a modern web interface and does not require a local installation.
Structure of Pantarey
Pantarey combines two central areas:
| Area | Description |
|---|---|
| Processes | Define how work steps are executed within the organization. |
| Data | Structured information that supports processes and is stored for later use. |
Important:
- Processes can access stored data (e.g., to make decisions based on records).
- Data is typically created as the result of executed processes (e.g., a new vacation request is stored as a record).
- Processes and data are closely linked yet clearly separated. This creates high flexibility because processes can be developed independently of pure data storage.
Data can also be evaluated systematically, for example to monitor business KPIs or to optimize processes.
Examples: Interaction of processes and data
1. Vacation request process
- An employee submits a vacation request (data entry).
- The process controls the approval steps.
- After completion the decision is stored as a structured record.
2. Automated query process
- A scheduled process (e.g., monthly) checks specific records such as expiring contracts.
- Based on the data the process decides whether actions are required (e.g., trigger renewals).
3. Manual review of a record
- A user receives the task of reviewing an existing record (e.g., a customer inquiry).
- After processing, the record is updated and its status is adjusted.
Use cases
Pantarey is suitable for a wide range of scenarios, including:
| Area | Description | In use |
|---|---|---|
| Request handling | Capture and process customer inquiries | |
| Vacation and absence management | Manage absence processes | Quick start: Vacation request |
| Quote and order management | Create, approve, and manage quotes | |
| Invoice verification | Review, approve, and archive invoices | |
| Member or customer management | Structured storage of master data | |
| Quality management | Manage inspections, audits, and certificates | Success Story Sension |
| Human Resources | Recruiting, employee onboarding, goal agreements | |
| CRM processes | Maintain sales activities, lead and contact management | |
| ERP processes | Map business operations such as inventory, finance, or invoicing | |
| Procurement | Demand notifications, purchase approvals, supplier management | |
| Sales | Create quotes, capture orders, issue invoices | |
| Organization | Internal coordination, meeting minutes, knowledge management | |
| Custom processes | Tailor-made processes such as automated background removal for car photos | Car dealership example |
Note: All processes are modeled visually in Pantarey and can be adjusted via drag-and-drop. For more details on creating and editing processes, see the section Create processes.
Further topics
The next section introduces the Pantarey interface. There you will learn how navigation is structured and how to access fundamental features.