Benefiting From Business Process Flows€¦ · • Same Playbook can be applied to Multiple Entity...

Benefiting From Business Process Flows

Today’s Agenda

Introduction

Session goals

Overview of BPF

Your Turn

Q&A

About the SpeakerJason DurfeeD365 Pre-Sales Architect

Jason has experience in independent consulting, and has worked with DataSync Corporation as an Inside Sales Representative Senior Account Executive and most recently, Sales Engineer. He holds several certifications in both Dynamics CRM and Sugar CRM.

Email: jasond@stoneridgesoftware.com

More about Jason:https://stoneridgesoftware.com/team/Jason-Durfee/

About the SpeakerAdam HallbeckSolution Architect

Adam has experience with new implementations, updates, re-implementations, rescuing under-performing projects, and much more. Prior to Stoneridge, Adam worked at PowerObjects as a Lead Dynamics CRM Solution Consultant.

Email: adamh@stoneridgsoftware.com

More about Adam:https://stoneridgesoftware.com/team/adam-Hallbeck/

Session Objective

What will you learn today?1. What are Business Process Flows?2. Where can I use Business Process Flows?3. What values do BPF bring to an organizations

What’s a Business Process Flow?

• Visual Guide to help users walk through a process• Processes could be just Sales process• Can also be quick tasks to complete an action

Types of BPF

Business Process Flows (Classic)• Guide users through single

process• Embedded on records

• Available in Classic, UCI, and Mobile

Task Flow• Guide users through task or set

of tasks• Run from anywhere in the

system

• Only available in UCI and Mobile

Business Process Flow

• Can span multiple entities• i.e. Opportunity to Quote, to Order, to Invoice

• Multiple process flows per Entity/record• Associated via Security Roles

BPF vs Playbook

BPF PlaybookPrimary usage

• Business process flows is used to provide a streamlined experience for data entry and controlling entry into stages with minimal automation

• Playbooks empowers users to automate a set of repeatable sales activities based on an external event

Configuration/Authoring

• BPF needs to be configured against each Entity and same BPF can't be leveraged across Entities.

• Creation :- need to take dependency on Admin to help configure a BPF

• Same Playbook can be applied to Multiple Entity TypesE.g. In Scenario like Contract renewals, Playbooks can b configured to be launched in a context of both account opportunity

• Creation :- Sales Manager will be equipped to create\Update a Playbook.

Runtime Experience

• BPF is represented as a set of stages and steps that are displayed in a control at the top of the form

• Execution Mode – Sequential. Any entities/activities is sequential and based on the stage of the BPF

• Multiple BPF's can be configured for an entity, but only 1 can be active and shown on the top of the form

• Traceability - BPF can be configured against at max 5 entities. Hence at max 4 traceable activities can be created

• Any type of entity (OOB/Custom/Activity) can be created

• Playbook activities are shown in the activity timeline on the instance that is linked to the calling record

• Once a Playbook is launched, all the activities are create

• Multiple Playbooks can be launched and viewed for an entity

• No restriction on # of activities that can be configured f Playbook. All the activities created by Playbook are traceable

• For now only 3 Activities will be supported - Task, PhoneCall, Appointment. Support for other activity type to be added in the future.

Rating/ Feedback

• No feature available for BPF's to capture ratings/feedback

• Playbooks to support capturing rating/feedbacks in subsequent releases.

• Average rating will be shown to the user while launchin Playbooks

• Ratings/Feedback to help Sales Manager to measure success of Playbooks and use for continuous updates as well

Task Flow

• Task based operation that users create. • Simplified screens for task or updating a record• Can create records

Thank you!

Jason Durfeejasond@stoneridgesoftware.comhttps://www.linkedin.com/in/jason-durfee-0531a1a1/

Adam Halbeckadamh@stoneridgesoftware.comhttps://www.linkedin.com/in/adamhallbeck/

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