Build, automate, and govern operational applications with Protrak platform
Protrak helps operations teams digitize complex processes across office and field teams—from data and workflow design to collaboration, analytics, and governed AI.
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Build purpose-fit applications for complex operations
Model business entities, records, relationships, and rules
Create responsive web and mobile experiences
Define controlled workflows, approvals, and validations
Automate notifications, activities, updates, and integrations
Model
Domain Modelling Studio
Model business entities, records, relationships, and rules without designing a conventional database from the ground up.
Reusable business entities
Define reusable business entities, attributes, and industry-specific data types
Configurable attributes
Configure mandatory, unique, searchable, calculated, and audit-enabled fields
Connected relationships
Model one-to-one, one-to-many, and many-to-many relationships with cardinality
Data integrity
Enforce data integrity through field, cross-field, and duplicate validations
Trackable business items
Generate unique IDs, barcodes, and QR codes for trackable business items
Controlled model publishing
Support runtime expressions, derived values, versioning, and controlled model publishing
Design
Design Studio
Create responsive web and mobile experiences from a shared configuration.
Visual configuration
Visually configure entities, fields, relationships, rules, and application components
Reusable experiences
Build forms, tables, search views, record views, and dashboards using reusable components
Conditional behavior
Configure conditional visibility, editability, mandatory fields, and default values
Shared standards
Define reusable templates, field groups, data dictionaries, and naming standards
Lifecycle configuration
Configure lifecycle stages, state transitions, required checks, and approval actions
Environment promotion
Promote governed configurations across development, test, UAT, and production environments
Automate
Process Automation Engine
Define controlled workflows, approvals, validations, and lifecycle-driven business processes.
Lifecycle Workflow
Business Events
Notification Templates
Scheduled Jobs
Workflow design
Design workflows using triggers, conditions, actions, tasks, approvals, and escalations
Event-driven automation
Initiate automation from record changes, schedules, integrations, or QR-code scans
Business decisions
Apply business decisions using data values, roles, thresholds, locations, and expressions
Approval processes
Support sequential, parallel, and conditional approval processes
Dynamic task routing
Dynamically route tasks based on role, team, region, workload, or ownership
Automated actions
Automate updates, notifications, document generation, API calls, and exception handling
See how Protrak fits your operations
Talk with the Protrak team about your processes, application requirements, and platform goals.
Govern
Access Control & Audit Trail
Give each user role the right information, actions, and screens based on responsibility, process state, and business context.
Permissions
Role-based
Rule-based
Defined roles
Define roles and permissions for business users, administrators, reviewers, vendors, and partners
Action permissions
Control create, view, edit, delete, export, approve, assign, and share actions
Granular security
Apply security at application, module, entity, record, field, attachment, and action levels
Policy-based access
Configure policy-based access using ownership, hierarchy, department, geography, or business rules
Sensitive data controls
Mask sensitive data and apply approval authority based on limits and organizational context
Auditable access
Support delegated, temporary, and expiring access with full security audit trails
Collaborate
Collaboration
Maintain a complete collaboration timeline including user actions, comments, attachments, and status changes.
Contextual discussions
Enable contextual comments, threaded discussions, mentions, reactions, and attachments
Secure collaboration
Collaborate securely with internal teams, customers, partners, and vendors
Clear responsibilities
Assign record owners, contributors, reviewers, approvers, and watchers
Task tracking
Create tasks with due dates, reminders, escalations, and completion tracking
Controlled communications
Configure restricted internal notes and controlled external communications
Complete activity timeline
Maintain a complete activity timeline of discussions, actions, files, and status changes
Understand
Advanced Search & Analytics
Turn operational data into role-based dashboards, actionable KPIs, and traceable decisions.
Data Visualization
Search Engine
History – Activity & Location Tracking
Instance Versioning
Geolocation & Geofence Tracking
Role-based reporting
Build role-based dashboards and operational reports from domain and workflow data
Operational KPIs
Track KPIs including volume, turnaround time, SLA compliance, backlog, and productivity
Flexible analysis
Analyze data through filters, saved views, drill-downs, grouping, and date selections
Visual insights
Present insights through charts, tables, scorecards, trends, maps, and heat maps
Report distribution
Schedule and distribute authorized reports in Excel, CSV, PDF, or external analytics formats
Analytics security
Enforce row- and field-level security across reports, dashboards, and exports
Governed AI capability
Build, govern, and scale enterprise AI — within Protrak
Protrak AI capabilities are designed as part of the platform, not as an unmanaged layer around it. AI agents and AI-generated configurations operate within the same controls that govern Protrak applications and data.
For administrators and business teams
AI Agent Studio
Design, deploy, and orchestrate enterprise AI agents on your existing Protrak data.
Compose agents, tools, MCP servers, and models with a visual drag-and-drop workflow designer
Stay LLM-provider agnostic by design across fully managed SaaS, bring-your-own-cloud, and on-premises deployments
Query live data with chat agents and use permission-aware Graph RAG with knowledge agents
Run background and multi-tool agents with structured outputs, parallel execution, automation, decision support, and orchestration
Apply PII redaction and content safety checks with agent usage analytics, observability, and enterprise localization
Implementation-engineer layer
Protrak Forge
VS Code extension and MCP server that gives any coding agent grounded knowledge of the Protrak platform and the customer's own configuration. The engineer stays in control: intent → grounded generation → validation → review and commit.
Generate domain schemas, entities, attributes, relationships, layouts, and program definitions from business requirements.
Create starter tenant configurations using reusable patterns, templates, and approved platform building blocks.
Preview proposed configuration changes before publishing them to a tenant or environment.
Keep implementation engineers in control through review, approval, and governed publishing processes.
Reduce dependency on spreadsheets, disconnected tools, and custom point applications
While still supporting the unique processes that differentiate the business.
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