business and operations friendly bpm
TRANSCRIPT
BUSINESS and OPERATIONS-FRIENDLY
BPM: Introducing everteam.ibpms 8.0
WELCOME
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Use the Questions panel to ask questions during the presentation.
We will send out a link to the webinar recording and slides after the webinar.
We encourage you to follow up with your Account Manager after the session today.
Today’s Presenters
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Abdullah Daoud, VP Product Managment
Highly experienced enterprise software strategist and entrepreneur. Over 18 years experience delivering ECM and BPM based solutions
Based in AtlantaResponsible for Everteam’s global product portfolio and strategy
Esteban Felipe, everteam.ibpms Product Manager
Highly experienced software architect and BPM solutions developerOver 15 years of experience, 10 years in the BPM space
Based on Jacksonville, FLResponsible of everteam.ibpms product line
Agenda
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1. Our Commitment to BPM 2. everteam.ibpms 8.0 3. Upgrade and Licensing 4. Questions
OUR COMMITMENT
TO BPM
Abdullah DaoudVP Product Mgmt
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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
► ~300 Employees Worldwide
► 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
Who We ServeLarge to Very Large Enterprises and Agencies across Market Verticals
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MEDIA & TELECOM
GOVERNMENT
ENERGY & UTILITIESFINANCIAL SERVICES
MANUFACTURING TRANSPORTATION
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
everteam.ibpms
Long Tenure in BPM
Helping organizations automate critical business processes which would otherwise be time consuming, error-prone or non-compliant.
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► Over 20 years of BPM industry experience
► The world’s leading open-architecture BPM system
► Platform developed organically as part of consistent strategy
► Supports rapid internal adoption through ease of use
► Validated for global-scale deployments
Highlights Key Customers
everteam.ibpms 8.0 Development Path
Founded in 1990 as an ECM vendor
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Acquired Intalio|bpms in 2015 to expand our scope to business process management
Engage existing customer base and prospects
Deliver everteam.ibpms 7.5 with focus on simplification
Deliver everteam.ibpms 7.6 with focus on development experience enhancement
everteam.ibpms 8.0 released
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 8.0
Esteban Felipeeverteam.ibpms
Product Manager
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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.
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
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. "Why 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 allows 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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UPGRADES and LICENSING
Upgrades and Licensing
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▪ Upgrade is available to existing suscribers at no cost▪ Upgrading procedure is a low-risk, well-documented project▪ Licenses available in cost-effective yearly suscriptions for
unlimited users▪ Cost model based on customer perceived value, with very low
entry point and clear cap for large enterprise usage▪ Friendly conditions for OEM and resellers
Looking Forward
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Listening to Customers- Shorter path to process driven applications- Increased demand for run-time process flexibility - Empower the Analyst to collaborate during the process
discovery phase- Analytics: Generate intelligence by unlocking the value of the data
involved in the process
Evolving our Vision- Improve everteam.ibpms platform’s capabilities to support less
structured processes - Enrich the Analyst persona’s experience with the appropriate tools- Access to powerful analytics capabilities- Enable low effort deployment of Dynamic Case Management
applications
QUESTIONS
THANK YOU