Process Efficiency World Tour - Los Angeles

©2013 Bonitasoft

#PEWT2013

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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

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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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Recognition

“Bonita BPM is the only open-source product that meets Gartner's definition of a BPMS.”

Open Source BPM report

AW

AR

DS

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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

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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

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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

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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

rozden@vivantech.com

(619) 298-4824 ext. 11

Dustin Henson

Systems Architect /

Emerging Technologies Manager

dhenson@vivantech.com

(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

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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

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"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

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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

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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

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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

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Other channels

• Support forms– Web– Mobile

• Call center

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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

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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

+

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Building an application from scratch

E-Mail

DB

LDAP

CRM

…

ERP

IS

Architecture

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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

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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)

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Expert corner

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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!