manage purchasing efficiently with bonita bpm

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Manage Purchasing Efficiently with Bonita BPM Sapna Maheswari Bertrand Barbet ©2013 Bonitasoft

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Post on 25-May-2015

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Are you inundated with invoices to trace, verify, and pay? Do you want to liberate your process from unmanageable paper, and better secure it through traceability every step along the way? Find the flexibility your procurement process needs with the process template "Procure-To-Pay". You’ll see how to; improve the usability of your application with contingencies and groups in complex forms manage scanned invoices, incorporating a PDF display in your forms generate and automatically send your orders via PDF quickly identify bottlenecks and set up effective business reporting access the application from a web browser and mobile devices

TRANSCRIPT

Page 1: Manage purchasing efficiently with Bonita BPM

©2013 Bonitasoft

Manage Purchasing Efficiently with Bonita BPMSapna Maheswari

Bertrand Barbet

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©2013 Bonitasoft 2

Agenda

• About Bonitasoft & Bonita BPM

• Procure To Pay : this process can make the difference

• Demo: Procure To Pay process template

• Questions Addressed

#BonitaBPM

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About Bonitasoft

• 2,500,000 DOWNLOADS

• 120,000 COMMUNITY MEMBERS

• 900 CUSTOMERS

• 130 EMPLOYEES

• 130 TECH & SI PARTNERS

AWARDS

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900 customers in 60 countries

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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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Architecture

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©2013 Bonitasoft 11

Making the difference with your procurement process

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©2013 Bonitasoft 12

Why should you optimize your procurement process

Drive vendor relationship• Streamline onboarding• Catalog Control

Optimize your process• Paperless• Audit trail• Monitoring

Secure your cash flow• Invoice payment on time• Monitor exposure

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©2013 Bonitasoft 13

Procure to Pay with Bonita BPM

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Approval by multiple stakeholders

©2013 Bonitasoft

• Model multiple stakeholder approval with the use of multi-instantiation

• Ability to define criteria for approval (has to be approved by all, > 66% etc.)

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©2013 Bonitasoft 15

Connect processes

Connect the invoicing process to the core procurement process with messages

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©2013 Bonitasoft 16

Complex, interactive forms

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©2013 Bonitasoft 17

Demonstration

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©2013 Bonitasoft 18

Onboarding a vendor

Register a vendor

Vendor approval

Import product catalog

Activate vendor

Walter Bates

Walter Bates

Walter Bates

William Jobs

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©2013 Bonitasoft 19

Create a new Purchase Order

Order Creation

Order approval

Order Generation

Receipt of goods

Receipt of invoice & Validation

Invoice Payment

Walter Bates

Anthony Nichols

(Approver)

Helen Kelly(Manager)

Jan Fisher(Logistics)

Anthony Nichols

(Invoice Validator)

April Sanchez(Finance)

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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

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Bonita BPM 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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©2013 Bonitasoft 23

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!