Utilyx.app — Design, automate and orchestrate your business processes — without coding.

Utilyx.app — Design, automate and orchestrate your business processes — without coding.

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.

No-code BPM powered by AI, built for regulated industries.

One platform, six superpowers

Every block of Utilyx.app fits together — from design to execution, all the way to final documentation.

The heart of your automation

A next-generation process designer. Every node is executable, every branch is testable. Visualize the actual flow of your data while you design.

Drive your BPM through conversation

Our AI copilot turns your intentions into executable processes. From a simple chat, ask and get:

OCR & compliance verification

Automate data entry and control of your incoming documents. Utilyx.app reads your invoices, orders and contracts, extracts key data and validates compliance before integration.

A solution for every business

Utilyx.app adapts to your domain with pre-configured and fully customizable processes.

Banking & Finance

Digitize the entire customer journey with compliance and traceability.

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

Insurance

From underwriting to claims settlement, accelerate every step.

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

Automotive

Dealerships, after-sales and fleet: orchestrate your operational flows.

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

Real Estate

Developers, agencies and property managers: simplify document management.

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

Distribution & Logistics

From purchase order to delivery, make your supply chain reliable.

HR & Administration

Automate your internal and administrative processes.

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.

Energy & HVAC

Heat pump, ventilation and DHW manufacturers: orchestrate lead-to-cash, partner installer network, commissioning, after-sales service and recurring maintenance contracts.

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

12 modules, one unified experience

Activate only what you need. Each module natively talks to the others.

BPM Designer
Visual process modeling
AI Copilot
Chat-based generation
UseArchive
Archiving & indexing
UseExplorer
Full-text search
UsePDF
Dynamic PDF generation
Mail Connect
Email integration
Office Online
Collaborative editing
Data Management
Linked tables & databases
E-Signatures
Electronic signature
Mobile App
On-the-go access
Monitoring
Real-time supervision
UseShare
External collaboration

From idea to automation in 4 steps

  1. Model. Draw your process visually or describe it to the AI.
  2. Configure. Connect your data, forms, APIs and business rules.
  3. Deploy. Publish in one click. Simulate first if needed.
  4. Steer. Track, archive and optimize continuously.

Built for every market

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

Whether you operate in Paris, Dubai, Madrid, Berlin, Shanghai or Casablanca — Utilyx.app speaks your language and complies with your regulations.

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 Global / International (en).

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 designer✓Partial✗✗
Conversational AI copilot✓Rare✗✗
OCR & document processing✓Add-onAdd-onPartial
Native GED archiving✓Add-on✗✓
Dynamic PDF generation✓Add-on✗Rare
Multi-database integration✓PartialPartial✗
Trilingual AR · FR · EN (RTL)✓RareRareRare
Moroccan compliance (CNSS/DGI)✓✗✗✗
AI-driven process generation✓✗✗✗

Everything you need to know

Do I need to know how to code to use Utilyx.app?

No. The no-code visual designer lets you model complex processes by drag and drop. The AI can even generate the process from a simple text description.

Which countries and languages does Utilyx support?

Utilyx is built for the international market. The platform ships in 7 languages — Arabic (RTL), French, English, Spanish, German, Russian and Chinese — and serves MENA, Europe (GDPR), LATAM, DACH, CIS and APAC. Pricing is available in EUR, USD and MAD. France, Spain, DACH and MENA are our primary reference markets.

How does the 14-day Free Tutorial work?

You get access to a guided environment to discover key features. No credit card required. At the end, you can request a 14-day test access.

Can I connect my existing systems?

Absolutely. Utilyx.app has native connectors (REST APIs, webhooks, SQL/NoSQL databases, office suites) and a framework for custom integrations.

Is my data secure?

The platform includes fine-grained rights management, automatic lockout after failed attempts, logging and full traceability of every action.

Which industries are covered?

Banking, insurance, automotive, real estate, distribution & logistics, HR and public administration — with customizable pre-configured processes.

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

All articles
itam 8 min read2026-07-15

IT asset lifecycle — procurement to retirement workflow | Utilyx

Track every asset from purchase order to disposal. Utilyx orchestrates procurement, reception, deployment, maintenance and retirement — with a PDF asset passport and full archive.

›Why IT asset lifecycle needs a structured workflow

An IT asset lives 3-7 years and crosses five departments — procurement, logistics, service desk, finance, and security for disposal. Without a structured workflow, each handoff is a blind spot: assets received but never deployed, laptops in repair for months, retired servers still on the books.

The cost is real: ghost assets inflate insurance and taxes by 10-20%, missing retirement records breach GDPR/WEEE disposal rules, and warranty claims fail without proof of purchase.

Utilyx models the full asset lifecycle as an executable workflow — from procurement request to certified disposal — with a PDF asset passport and tamper-evident archive.

›The automated asset lifecycle workflow

The workflow is structured as a decision tree with 5 main branches (Procurement, Reception, Deployment, Maintenance, Retirement) running sequentially, with parallel approval sub-branches and 8 steps end-to-end. Every step is executed by a named actor (Requestor, AI Agent, IT Manager, Logistics, Service Desk, Finance, Security) and every action is appended to the timeline_asset audit subtable.

  • Step 1 (Start — Requestor): the requestor submits a procurement request (asset type, quantity, justification, budget code). The AI copilot validates the budget code via sql-query against the finance ledger and pre-fills the cost center.
  • Step 2 (AI Agent): the Copilot IA scores the request (standard/exception) based on asset type and budget threshold, then splits the tree — Branch A (standard, below threshold): auto-approval by IT manager; Branch B (exception, above threshold): dual approval IT manager + finance director.
  • Step 3A (Procurement path): the PO is generated via usePDF from a Word template with merge fields (supplier, asset list, price, delivery date). call-connector sends the PO to the supplier and tracks delivery confirmation.
  • Step 4 (Reception validation — Logistics): on delivery, logistics records the serial numbers and checks them against the PO via sql-query; the asset enters the catalog with status 'available'. Sub-branch: if serial mismatch, hold + supplier notification.
  • Step 5 (Deployment assignment — Service Desk): the service desk assigns the asset to a user with handover date, location and accessories — status becomes 'assigned'. The handover is e-signed via eIDAS-qualified signature.
  • Step 6 (Maintenance tracking): incidents and preventive maintenance are logged against the asset; warranty status is monitored via sql-query on the warranty table and renewal alerts triggered 60 days before expiry. Sub-branch: if incident count > 3 in 90 days, flag for replacement.
  • Step 7 (Retirement disposal — Security + Finance): at end of life, the workflow enforces data-wipe certification (Security), WEEE-compliant disposal or resale (Logistics), and finance de-registration (Finance) — status becomes 'retired'. Sub-branch: if data-wipe fails, escalation to CISO + asset held.
  • Step 8 (usePDF + useArchive): usePDF generates a complete asset passport — purchase, assignments, maintenance history, disposal certificate — in 7 languages for audit and compliance. useArchive retains every lifecycle event in a tamper-evident record with index fields asset_id, serial, category, site, status, retirement_date for the legal retention period.

›Concrete benefits

Teams using Utilyx cut ghost assets by 90%, guarantee GDPR/WEEE-compliant disposal with certified data-wipe, answer any auditor question in minutes with the PDF asset passport, and reduce insurance/tax overpayment by 15% through real-time asset reconciliation.

The 7-language asset passport serves a multilingual, multi-site organization, the visual routing designer lets an IT manager build and adjust the lifecycle branches without code, and the no-code workflow builder turns a plain-language description into a runnable ITAM process — 60% faster deployment, 70% lower TCO, no consultants required.

›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

Does the workflow handle GDPR-compliant disposal?

Yes. The retirement stage enforces data-wipe certification and WEEE-compliant disposal or resale, with every step archived in a tamper-evident record via useArchive.

What is an asset passport?

usePDF generates a single document covering purchase, assignments, maintenance history and disposal certificate — ready for audit, insurance and compliance, available in 7 languages.

How long does it take to deploy the lifecycle workflow?

An IT manager can build the full lifecycle workflow in a single session using the visual designer and AI copilot — no consultants, no coding.

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.