Business Process Management (a.k.a. Expedite)

FISERV Plug & Play Workflow Packages

Kennebunk SavingsAndrew Lederer

Branch Automation Officer

andrew.lederer@kennebunksavings.com

http://www.linkedin.com/in/andrewlederer

BPM: Plug & Play Workflow Package Topics

• Plug & Play Workflow Packages Defined• Why purchase workflows?• Laying the Foundation• The Experience• What Should I Know?• Modifications

P & P WorkflowsHow Do They Work?

• These consist of FISERV created workflows that range from standard to dynamic.

• Currently, 25 installations in the United States.

• Workflows can be purchased ala carte or as a group. A group purchase will provide a 10% discount.

BPM Plug & Play Workflow Packages

• Packages Include:1) Stop Payment (DDA and SAV) $ 600.002) Account Closing (DDA and SAV) $ 600.003) Switch Kit (DDA and SAV) $ 600.004) Name Change (DDA and SAV) $1,200.005) Wire Transfer (DDA and SAV) $1,200.006) Savings Bond Download $ 600.007) Savings Bond Ordering $1,200.00

BPM Plug & Play Workflow Packages

• FACTA Packages Include:1) Account Opening $2,400.002) Debit Card Reorder $1,200.003) Address Change $ 600.00

Other Requirements

• Must be on latest build of Expedite and Forms• FISERV requires remote access for implementation and

training.1) Access to Navigator2) Access to Expedite3) Access to Expedite Administrator4) Contact person for the process

• Each Workflow Includes:1) Conditions on Forms2) Newly Defined Fields and Wizards3) Newly Defined Processes4) Newly Defined Actions

Why Consider Plug & Play Workflows?

• Saves Time• Provides New Options• Allows Greater Flexibility and Paper Reduction• Customizable

BPM Plug & Play WorkflowsLaying the Foundation

• FISERV provides worksheets for several of the purchased workflows.

• Eighty percent (80%) of work required in creation is planning and set up.

• Usually involves input from various departments (i.e. Deposit Ops, Accounting Ops, Retail)

BPM Plug & Play WorkflowsThe Experience: Stop Payment

BPM Plug & Play WorkflowsThe Experience: Stop Payment

Click OK

BPM Plug & Play WorkflowsThe Experience: Stop Payment

If YES, stop payment cannot be completed and session is completed.

If NO, Stop Payment process begins with expanded Workflow

BPM Plug & Play WorkflowsThe Experience: Stop Payment

BPM (Expedite) 4.1 Release is scheduled to link the wizards taking out this additional step.

BPM Plug & Play WorkflowsThe Experience: Stop Payment

BPM Plug & Play WorkflowsThe Experience: Stop Payment

Once user completes the Wizard, they must manually click back into the Workflow to continue the process.

BPM Plug & Play WorkflowsThe Experience: Stop PaymentStop Payment Form Activates in Workflow and can be archived in Director

An email notification can be sent to either a person on an email group. Users must have Outlook installed for this to work.

Session is now passed to our Deposit Ops group to place the Stop Payment. BPM (Expedite) 4.1 is scheduled to allow file maintenance.

BPM Plug & Play WorkflowsThe Experience: Stop PaymentDeposit Ops group can pull this Outstanding Session and process

BPM Plug & Play WorkflowsWhat Should I Know?

• The 4.1 Release in Expedite (BPM) will make the process smoother because of the ability to do file maintenance.

• Currently, the user will need (on some workflows) to go into Customer, Accounts and the Workflow with limited direction resulting in a some “clunky” functionality.

BPM Plug & Play WorkflowsWhat Should I Know?

• Digital signatures can be lost when Back Office works in a passes session. For example, if a form with a signature is refreshed or anything on a form is changed.

• New Accounts work under the Services tab instead of the New Accounts tab.

• Training. Training. Training.• Controlled, planned roll out.

BPM Plug & Play WorkflowsModifications

• All workflows along with actions, processes, wizards, forms and fields can be adjusted.

• During the review and training process, adjustments can be made to match policies and procedures.

• After FISERV is complete, those with Expedite Administrator and I32 access can make additional customizations.

Questions, Suggestions, Comments, or Concerns?