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Miss the Los Angeles workshop of the Process Efficiency World Tour? From powerful account management to Human Resources, learn about the variety of scenarios for using Business Process Management.
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©2013 Bonitasoft
#PEWT2013
©2013 Bonitasoft 2
Agenda
• Bonitasoft and the Process Efficiency World Tour
• BPM in action, customer cases: – managing trade union membership, – access rights to Information Systems in large universities,– managing insurance cases, – human resources in a large organization...
• Enhancing ERP with BPM– Special presentation by Dustin Henson of Vivantech
• Demo: 360° customer support with Bonita BPM
• Interactive demo: Build a process application from scratch
©2013 Bonitasoft 3
What is the PEWT?
• A roadshow of 13 events on 3 continents– Latin America, Europe and Northern America
• A unique opportunity the learn about best practices to successfully conduct your BPM initiative
• A forum to meet your peers and hear about organizations which have successfully deployed BPM
• The fastest way to understand the power of Bonita BPM
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Who We Are
• 2,500,000 DOWNLOADS
• 120,000 COMMUNITY MEMBERS
• 700 CUSTOMERS
• 130 EMPLOYEES
• 130 TECH & SI PARTNERS
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5
Recognition
“Bonita BPM is the only open-source product that meets Gartner's definition of a BPMS.”
Open Source BPM report
AW
AR
DS
©2013 Bonitasoft 6
What is BPM?
• Business processes are everywhere, in every organization, at every level.
• Business Process Management is a means to model, automate, monitor and optimize business processes
• Improving processes helps streamlining operations, be more productive, lowering costs and improving quality.
Be Efficient
©2013 Bonitasoft 7
©2013 Bonitasoft 8
BPM Market Overview
• Worldwide spending on BPMS is expected to reach $2.5 billion this year• Global Industry Analysts research suggests that the global BPM market
will reach $5.3 billion by 2017
• Growing Market With Mature Products
BPM Deployments by Region
North America
South America
Europe
Asia & Pacific
Africa & Middle East
BPM Deployments By Industry
Manufacturing
Government
Utilities
Financial Services
Technology
Other
Source: Transformation and Innovation State of the Market Report
About BonitasoftFirst name, Last name
What We Do…
HOW WE DO IT.
• Graphical Studio• Business & Tech collaboration• Processes + Apps + Analytics• Process templates
THE BENEFITS.
• Improved collaboration• Fast IT alignment to business• Easy to update & maintain• Immediate ROI
We deliver business efficiency by turning processes into applications
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Solution benefits
Business Managers
Use Bonita BPM to raise employee productivity and lower departmental costs
…with tools to help your people work better together.
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Solution benefits
IT Professionals
Use Bonita BPM to build business applications rapidly
… and move a process from model to test to production with a minimum of custom code.
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DESIGN.
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Bonita Studio
• BPMN 2.0
• Drag-n-drop application development
• Powerful form builder
• Easy connectivity
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CONNECT.
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… to almost any Information System
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RUN. …in Bonita Portal…
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& Mobile Desktop
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…or as a standalone application
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BPM in action
700 customers in 60 countries
©2013 Bonitasoft 23
Optimizing union membership experience
• CFDT is the leading French association of trade unions, with 1,200 affiliated unions
• Key results:– Membership transfer between
unions now possible– Complete follow up of the
800,000 new members every year
– Central online membership service
"This solution is scalable, fits our needs and offers the possibility to develop prototypes, which reassured us about the success of our project. “
Patrice SalsaIT Manager, CFDT
©2013 Bonitasoft 24
Streamlined account request process
• Old Dominion University (USA)– 24,000 students – Over 1,200 teachers
• Key results:– 3x faster turnaround for account
request processes– Elimination of manual paper
based processes– Additional automation of audit
process
“Streamlining our account request process means we are less reliant on manual paper-based work. We have achieved our goal of having an electronic, online account request process.”
Natalie MetzgerMiddleware Developer, ODU
Improved customer experience for policyholders
• Swiss company managing nationwide social and collective insurance policies– 4,000 customer companies– 100,000 policyholders
• Key results:– Productivity : 300% increase in the
effectiveness of the current team – Administrative management : 30 to
60% less time spent on administration– Less paper : 30% fewer documents
“We chose Bonita BPM for functional coverage and integration flexibility. We were reassured by the maturity of this product and its proven technology, because there was no room for error in our critical project.”
Gilbert Caillet-Bois CIO, Hotela
Better collaboration for managing insurance claims
• Largest Insurance company in Iceland– 230 employees and 42 branches – Responsible for 70 users and
45,000+ cases per year
• Key results:– Increased efficiency and transparency
through 45+ automated processes– Increased visibility on process and
improved knowledge sharing– Improved decision management
“With its strong library of connectors that provide flexibility in integrating with other systems and unique process templates for developers, Bonita BPM exceeded our expectations.”
S. Baxter Department manager of Online Services, VIS
Traceability of nuclear plant construction projects
• World leader in the nuclear industry
• Key results:– Optimization of change request
processing– No more paper and manual
processes– Real time monitoring of changes for
all stakeholders• 500 simultaneous instances• Average instance lifetime: 1 year
"Bonita BPM is a high-standard BPM suite, highly customizable, which fits perfectly into the information system we implemented.”
Roger-Pierre Gallard Engineering Unit Manager,Areva NP
Synchronization across teams at The Egyptian Exchange
• Premier capital market in the Middle East & North Africa
• Key results:– Stronger collaboration across five
teams– Quality assurance: elimination of
manual inspection of databases– Clear documentation of complex
processes: robust repository for documenting processes
“This solution allows us to modify and improve our processes. Bonita BPM has changed the way we work with our member firms and revolutionized our enrollment process.”
Mahmoud RefkySoftware Quality Assurance General Manager
Improved government Human Resources processes
• French Ministry of Agriculture– 36,000 public agents
• Key results– Global improvement of HR
management by administrative agents
– Ease and flexibility to become compliant with new HR laws, and ability to reach state and Ministry objectives.
“The ministry of agriculture has been the first to meet compliance standards and to connect to the National Payroll Operator system.”
Project brochure AGORHA-ONP
Public sector outsourcing – coastal buoys management
• North American marine agency
• Key results– More transparency during
operational processes – Better report on status and better
identification of potential problems – Enable informed decisions on
whether to approve or adjust a request
– Forecasting projections and to anticipation for the next seasons
“Bonita BPM’s connectors ensure that the customer doesn’t have to do any extra modifications to their existing information systems as they document ‘people-based’ processes into objective workflows.”
Heerbod Etemadi CEO, Heerbod Corporation
Enhance public services efficiency and accessibility
• Canton de Vaud (Switzerland)– Lausanne– 726,000 inhabitants
• Key results:– Gain in productivity and quality
through better information sharing– Agility in response to changing
national and international laws– Cost reduction by reducing double
typing– Widespread paperless forms
“We chose Bonita BPM because it best meets our requirements and our current and future needs, thanks to its evolutionary potential.”Laurent LeiserProject Manager, Canton de Vaud
Streamlining administrative procedures for company registration
• French Chamber of Commerce and Industry
• Key results:– 200 administrative processes
automated– High availability architecture– Improved consistency of
administrative procedures– Key project in the French government
roadmap for simplifyng administrative procedures
Enhancing ERP with BPM
Agenda
• About Vivantech• The Need for Computerized Forms• Workflow Options for ERP
– Types and Challenges
• Right tool for the right job– When to use which type of tool?– One of our Go To workflow tools: Bonita BPM
• Two case studies
Vivantech
• Privately held company founded in 2003, headquartered in San Diego
• Over 185 employees in the USA and offshore
• Multiple geographical locations
• Technology-consulting provider of open source enterprise software solutions
• Services include:
– BPM & ERP implementation & integrations
– Software Development (Open source, Java, Kuali, Workday, mobility)
– Strategic Consulting and Project Management
– SaaS /Cloud Offerings
The Need for Computerized Forms
Paper forms are time consuming, awkward to route and often become a source of frustration for users who have come to expect computerized forms. In this session, we’ll discuss some of the options available to higher education IT departments so that they may add web-based forms and workflows to their offerings economically.
The Need for Computerized Forms
In many IT environments the user base often requests new online forms and workflows.
Common Goals:• Replacement of paper forms• Add new screens to ERP• Enforce / simplify a human workflow process
The Need for Computerized Forms
From the IT technologists perspective these new applications may or may not be seen as part of an existing ERP. They may:• Extend the functionality of an ERP (ie. new forms)• Have nothing to do with an ERP, but need to connect to
other IT resources (databases, email, etc.)• Need to read limited data from the ERP or add a record to
an ERP, but are not tightly coupled to the ERP.
The Need for Computerized Forms
What makes up one of these workflow applications?• Online data entry forms• Workflow engine (state, routing, etc.)• Data storage through the life of the workflow• User rolls and permissions• Simplified access to enterprise resources (email, etc.)
For simplicity, I will refer to all of this as a:
Workflow Application
Workflow Options for ERP
As IT service providers,
what options do we have?
Workflow Options for ERP
Options for building Workflow Applications include:• Extend your ERP – Use the built in tools that come with an
existing ERP• Best of breed – Write a new program using prebuilt
programming libraries for workflow, email, security, etc.• Turnkey solution – Build the workflow applications inside of
a tool that provides workflow, security, web pages, etc.
Right tool for the right job
• As a company we are technology agnostic• We do collect “go to” tools that are:
– Trusted based on past experience– Good for certain situations– Our staff has experience, so that can be productive quickly
Right tool for the right job
When should you build the new functionality into your ERP?• The data and functionality is core to what the ERP if for.
AND• Your IT staff is efficient at using the ERP’s tools.
Right tool for the right job
When should you use a best-of-breed toolset?
• Large application
AND
• Need for heavy customization
AND
• Technical staff with deep programming experience and used to building applications from scratch.
Right tool for the right job
When should you use a turnkey solution?• Numerous small to medium applications• Desire to build and maintain them in a consistent way• Fastest possible turn around time
Example Bonita PBM Projects
• Case Study No. 1 Design and Implementation of Performance Appraisal Automated System using Bonita BPM for a private research institution, completed in May 2012
• Case Study No. 2Design and Implementation of Salary Offset Solution using Bonita BPM for private research institution, completed in September 2011
Case Study 1: Stanford University
Performance Appraisal Automated System
Features:• HR Initiates workflows for hundreds of staff with a single
button click.• Email notification to staff and managers as they receive
tasks.• Appraisal forms generated as PDFs and attached to
emails.• Timers send reminders for tasks not completed on time.• Timers force the workflows forward when deadlines are
reached.
Case Study 1: Supporting Artifacts
Advanced Workflow
Case Study 1: Supporting Artifacts… continued
• Timers– Send reminder– Force to next step at
deadline
• Script tasks• Email step
Case Study 1: Supporting Artifacts… continued
Email• Connection info
from config file• Hard coded
FROM field• Dynamic TO and
Body
Case Study #2: Stanford University
Salary Offset Solution
Features:• Reusable sub-workflow allows everyone to reuse the same
edit screens.• Complex data entry grid• Complex programming logic in Java• PDF reports sent by email
Case Study #2: Supporting Artifacts
Case Study #2: Supporting Artifacts…continued
Sub-workflows allow the screens and tasks to be reused in the same or different workflows.
Case Study #2: Supporting Artifacts…continued
Advanced screen controls (numbers only fields, dates, etc.)
Case Study #2: Supporting Artifacts…continued
Java programs can be developed in Eclipse and loaded into Bonita.
Case Study #2: Supporting Artifacts…continued
PDF Reports• Complex grids of
data• Attached to emails• Also, saved on
disk for archive
Contact Info
Randy Ozden
CEO
(619) 298-4824 ext. 11
Dustin Henson
Systems Architect /
Emerging Technologies Manager
(619) 298-4824 ext. 20
Use case demo
360 Customer Support
20130919
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Process Templates: Easy to start, easy to extend
• Pre-Built application• BPM Best practices• Accelerate your projects• Advanced integration
07/03/13
Available with Efficiency and Performance Subscriptions
©2013 Bonitasoft 72
Advanced integration
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Employee Onboarding Process
Get your new hires ready to go, right from their first day in your organization.
Eliminate delays in onboarding that reduce employee readiness and contribution.
Get maximum benefit from powerful BPM tools, such as live process monitoring.
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Leave Management Process
Make sure every leave is formalized and transmitted properly after validation to HR and accounting.
Assist your managers while making the acceptance decision for a leave request.
Synchronize with any payroll system, and integrate with your enterprise social network
Integrate with :
Watch video
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Procure-to-Pay Process
Validate and import vendors and product catalogs
Manage data from scanned invoices and automatically validate them..
Automatically generate and send PO
Integrate with:
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360 Customer Support Process
Don’t miss any request, wherever they come from.
Geolocalize the request to optimize local support
Integrate with:
Watch video
©2013 Bonitasoft 77
"If you make customers unhappy in the physical world, they might each tell 6 friends. If you make customers
unhappy on the Internet, they can each tell 6,000 friends.“Jeff Bezos, Amazon.com
©2013 Bonitasoft 78
Actors
Support
General• Jan Fisher• Helen Kelly
Advanced• William Jobs• Walter Bates
Onsite Visit
Scheduler• Anthony Nichols
Technician• April Sanchez• Daniela Angelo• Favio Riviera• Anthony Nichols
©2013 Bonitasoft 79
Case 1 – Receiving a support tweet
Tweet to the support
account
Preliminary Analysis
Case escalation
Request an onsite visit
Schedule a visit Onsite visit Case
closure
User
Jan Fish
er
Jan Fish
er
Anthony Nichols
April Sanch
ez
William Jo
bs
William Jo
bs
©2013 Bonitasoft 80
Case 2 – Case submission via a mail
Mail to the support account
Preliminary Analysis Resolution Case
closure
User
Jan Fish
er
Helen Kelly
William Jo
bs
©2013 Bonitasoft 81
Other channels
• Support forms– Web– Mobile
• Call center
©2013 Bonitasoft 82
Reporting
List of cases
Filter the cases
Cases plotted on
a map
Commercial Offerings
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Commercial offeringsWe support your projects and accelerate their success
• Professional Services- Training- Certification in development and administration- Consulting: On-Site or Remote
• Annual Subscriptions - Gold or Platinum Technical Support - Features to facilitate collaboration, speed development,
aid testing, deployment and administration, advanced portal features
Consulting Services
• Process DesignDefinition and agreement among stakeholders
• Evaluation of ImpactOn hardware, existing software, external data, etc.
• Process OptimizationFeedback to business to adjust the process to ensure it is optimized from a technical and business prospective
• Testing Ensure business requirements match implementation
• ProductionPerformance and growth are ensured
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Bonitasoft Subscriptions
Team collaboration• Shared repository
• Productivity features
End-User Centric• Advanced Portal
• Mobile
• Process templates
Mission-critical• Monitoring
• Error management
• Live reconfiguration
Subscriptions• Commercial license• Professional
Support• Software Upgrades
©2013 Bonitasoft 88
Features by Edition
• Shared repository• Develop. productivity• Doc. generation• LDAP synchronization• Dynamic form designer• Secure Web Services• Salesforce Wizard• SAP JCO2 Wizard• Drill down reports• Multi-environment• Engine extensibility• Optimized engine perf.
• Subtasks• Mobile portal• Biz data search• Org. import/export• Custom Studio profiles• Process templates: PTO + Onboarding
• Live parameters update• Process monitoring• Error management• Configurable archive
• Graphical modeling • User preferences• Connectors• Simple form designer• BPMN 2.0• Versioning• Simulation• Engine APIs• Widget hints, tooltips• Online documentation
Team collaboration End-User Centric Mission-criticalFor first projects
Subscriptions
Community Teamwork Efficiency Performance
Teamwork
+Efficiency
+
Community
+
©2013 Bonitasoft 112
Building an application from scratch
DB
LDAP
CRM
…
ERP
IS
Architecture
113
Bonita Portal• Manage tasks• Monitor processes
Bonita Apps Your Apps
ConnectorsBAM
BI/KPIsUser
Mgmnt.Task
Mgmnt.ProcessMgmnt.
Bonita Execution Engine
API (Java, EJB, HTTP)
Authent. DocumentEvent
HandlerIdentity Persistence
BP
M
Ser
vice
s
Gen
eric
S
ervi
ces
Bonita Studio (clients)
BUSINESS PROCESS
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Requester Approver Level 1
< $5,000
Approver Level 2
> $5,000
Requester Validation Level 1 Validation level 2
TECHNICAL INTERACTION
116
Requester
REQUESTER
Online Form
Notification
REQUEST INFORMATION
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Firstname (text)
Lastname (text)
Email (text)
Price (float)
Invoice (Document)
Execution info
Validation (boolean)
©2013 Bonitasoft 118
Expert corner
©2013 Bonitasoft 119
CORPORATE WEBSITE
Product & Services descriptions,
References, Webinars, White papers
OPEN SOURCE COMMUNITY
Forums, Contributions, Source Code
twitter.com/bonitasoft
facebook.com/bonitasoftbpm
linkedin.com/groups?gid=3182097
youtube.com/bonitasoft
Thank you, and…STAY CONNECTED WITH US!