Becoming Agile With BPM

YOUR ENTERPRISE, SIMPLIFIED

Todays Presenters

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DES CONNOLLYSales Director EMEA

GEORGE HRAWIPre-sale Consultant

[email protected]@everteam.com++44 (0)75 1995 6699

tel:+1-617-510-4724

https://www.linkedin.com/in/george-hrawi-a20b8799





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Everteam connectspeople, process and content

to improve customer experience, streamline business processes, optimize records management,

and adhere to compliance requirements.

Everteam Company Highlights

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►Over 25 Years of ECM and BPM Leadership

► 1000+ Customers on Five Continents

►Extensive experience implementing industry solutions to address complex business requirements

►Cited as Leaders by Prominent Analyst Firms

►Acquired Intalio to Incorporate Leading iBPMs technology into ECM platform

Life Sciences

Engineering Insurance Media Public Sector

Key Verticals & Customers

What the Industry Influencers Say About Everteam

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“Everteam’s customers appreciate the easiness of use of the products.” | 2014

“Everteam, in the worldwide top 10 ofECM solutions.” | 2013

“Everteam has one of the most organically developed offering on the same platform.” | 2015

“Strong Performer that offers increasingly credible alternatives to the traditional suite vendors, particularly for clients with a clear

cloud-first,mobile-friendly, or analytics-driven content management agenda.”

| 2015

“The Everteam solution is amongst the bestECM systems reviewed by CXP.” | 2015

Today’s Market Drivers

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✓Digitization and modernization trends driving increased focus on user experience

✓ Increased regulatory and information governance requirements and concerns

✓Cost and resource burdens for legacy applications and processes driving modernization and archiving projects

✓Demand for purpose-built, vertically-specific applications

✓ Increased demand for historical enterprise data to drive business decisions and differentiation

✓Mobile workforce demands creating more need for omni-channel access of company content and records

✓Content types continue to proliferate driving robust requirements for archiving and information management

✓Adoption of cloud applications driving archiving opportunity

Who We ServeLarge to Very Large Enterprises and Agencies across Market Verticals

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MEDIA & TELECOM

GOVERNMENT

ENERGY & UTILITIESFINANCIAL SERVICES

MANUFACTURING & PHARMA TRANSPORTATION

Global Customer Reach and Support

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LATAM

North America

Europe

MEA

APAC

Customer Presence

Everteam Presence

We Engage with You Directly or Through Global Partners

everteamindustrysolutions

everteamapplications

everteamplatform

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Everteam Product Portfolio

SEARCH & ANALYTICS everteam.analytics

Our Solutions Encompass the Entire Process & Content Lifecycle

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CONTENT

everteam.content

ARCHIVE

everteam.records

CAPTURE STORE

Digital

Physical Cloud

On-Premise

WORKFLOW

everteam.case

everteam.iBPMS

Everteam Platforms | ECM and BPM

Breadth and Depth of Technology

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Product Line Value Proposition

eversuite.caseDocument oriented workflow manager, allowing the processing of documents in different manners depending on their type.

eversuite.recordsArchiving solutions for enterprise records management, application archiving and industry-specific compliance requirements

eversuite.analyticsBusiness insights from your entire information estate across enterprise applications and records types

eversuite.iBPMS Content and process management for complex business workflows and end-user engagement

EverSuite Platform Powerful and open ECM and BPM platform for rapid and custom business solution development

Everteam.ibpms 8.0

George Hrawieverteam.ibpms

Pre-Sales Consultant

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everteam.ibpms 8.0 changes everything.

everteam.ibpms delivers a single platform forcollaboration, development, analysis, and

optimization of critical business processes.

Examples of the processes we have automated

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Customer Support Ticketing

Proxy Voting within Financial

Worklfow

Workforce management

Loans underwriting

Telecommunication company uses

everteam.ibpms to receive and route the

different incidents reported by customers

Investment management corporation uses

everteam.ibpms to be in compliance with the

proxy voting procedures

A brewing company uses everteam.ibpms

to optimize the allocation of their

workers in production lines

Real estate financial services company

uses everteam.ibpms to manage all the

details of their loans underwriting processes

Review and Approval of Media

Assets

Media company uses everteam.ibpms to

manage the lifecycle of the digital assets of their marketing

operation

Service provisioning

Telecommunication company uses

everteam.ibpms to manage the different systems involved in activating services to customers

Range of implementations across industries and use cases

everteam.ibpms Platform Overview

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TechnologyEnabler

Security & Compliance

Analyst Workbench

Integrate existing application and

systems for seamless workflow

User management, and

security administration

User-friendly process modeling for the business

users

Process Agility

Business User driven,

continuous innovation in real-

time

Actionable Dashboards

Real-time reporting and

process activity tracking with

detail drill down

Integration

Open platform to easily integrate with business

critical systems and applications

A non opinionated BPM platform with a low-code development approach focused in delivery long term reliable and high performance process automation

Esteban Felipe

Nope

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The path to success starts by unlocking the knowledge and experience from those that own and are responsible for an specific process. Often these business experts are forced to explain to IT how the process should work or are given tools that enforce technical concepts too early in the project lifecycle. These situations create unnecesary challenges that disrupt the creative and collaborative engagement needed to understand how a process should and can work.

Analyst Workbench is a web-based BPMN 2.0 collaborative modeling environment. It allows non-technical users to model and document their business processes with a strong focus on collaboration and knowledge sharing. Modeled processes can be imported in everteam.designer for further automation and deployment.

Business users taking control of their processes

Feature Spotlight: Analyst Workbench

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Analyst Workbench empowers business users to lead process discovery, definition, and modeling. By leveraging collaboration and documentation features embeddded in the Analyst Workbench, non-technical users can

iterate and model processes until the desired behavior is reflected in their own diagram. These diagrams not only become corporate knowledge ready to be shared with the organization, they also can be delivered to

process engineers in IT to be turned into live processes.

Analyst Workbench

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For those performing processes and tasks, the idea of an automated solution may sound scary. "What if I need something else?" "What will I do if some case needs some unexpected processing?" These concerns can lead to additional-- and long -- requirements that reflect users trying to cover every possible scenario. More requirements can’t guarantee that all possibilities will be covered -- but do disrupt the project team’s ability to deliver a solution in a timely manner.

Adhoc Processing delivers support for adding new, human-driven activities to an automated process instance at runtime. Users are in control of the new task placement in relation to the current tasks. New tasks inherit all the process context and execute as if they were modeled in the original process diagram.

Automate processes without compromising flexibility

Feature Spotlight: AdHoc Processing

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Business users have traditionally feared that automated processes would limit their ability to react to unpredictable scenarios. Ad Hoc tasks remove that fear by giving users full control of any

new/special tasks that need to be included in a particular process instance - without compromising BPM abilities to audit the complete process execution.

Adhoc Processing

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When process activities are executed by a dedicated team, running a high-performance operation depends on the ability to maximize the productivity of team members and to intervene in real-time. As more businesses support their high-volume processes using BPM technology, more features are needed to ensure high efficiency without compromising control.

Task balancing features provide out-of-the-box algorithms and support plugging in new ones to distribute human tasks across a group of process participants.

Once deployed, our team dashboards offers team managers visibility into processes in progress and the capability to intervene when necessary.

Feature Spotlight: Team Operations

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Better visibility for the front line of process execution

Team managers can direct the process model to distrubute tasks in the patterns that deliver better results and still closely monitor team performance in real time. As team managers

feel more comfortable supporting operations with automated solutions, more processes will be candidates for automation leading to an increased understanding, control, and

productivity of business operations.

Team Operations

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Processes tasks usually deliver the basic information needed by the task worker to complete the tasks. Still, context is relevant. "What happened before this task?" "What conversation did my teammates have about this particular case?" "How can I team up with my peers to get this done?" All of these are reasonable requests from task workers while completing tasks. Still, there is resistance to implementing these capabilities in each process task.

Human tasks now come with a rich context that allows process workers to collaborate with peers via conversations and by sharing the tasks and related files. everteam.ibpms 8.0 also includes features to understand the history of the process instance and the ability to see exactly where is the current task located in the process model.

Empowering those that get things done

Feature Spotlight: Tasks Context

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By giving tasks workers richer understanding of thier tasks and tools to collaborate, fewer requirements will be pushed to process engineers, thus reducing the time-to-market of the automated processes. Also, these extra tools facilitate the work needed to complete tasks,

delivering higher productivity and better process results.

Tasks Context

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Process owners and responsible stakeholders need to understand how is the operation performing and to be able to identify trends that could lead to opportunities. Being able to see day-to-day details and easily jump to an aggregated view of key processes is critical to support the ongoing effort of achieving business objectives.

Common task execution performance metrics are collected by default without requiring any effort from developers or users.

Users can create and share customized dashboards that summarize the status and common performance metrics of deployed processes.

Effortless and secure process performance monitoring

Feature Spotlight: BAM Dashboards

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Process performance insights are a basic benefit that customers seek when implementing BPM. By removing the development effort to collect the most common data and allowing administrators

to create as many dashboards as needed to ensure the accessibility of the summarized information, customers can expect out-of-the-box value and reduce their development effort.

BAM Dashboards

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CHALLENGE:

Update processes for review, approval and routing of ever increasing and massive volume of content while addressing increasing global demand.

SOLUTION:

Everteam enables all aspects of the delivery model to work together, delivering data between and among products from several other vendors, orchestrating media content flow on demand over more than a dozen major workflows, accurately, reliably, quickly, and scalably.

Everteam iBPMS

Customer Spotlight: Sky UK

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Thank You

APPENDIX

Who We ServeEnterprises and Agencies across Market Verticals

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MEDIA & TELECOM


32

FINANCIAL SERVICES


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ENERGY AND UTILITIES


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GOVERNMENT


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MANUFACTURING


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TRANSPORTATION