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#PEWT2013
©2013 Bonitasoft
Introduction

Jeremy LIPP
Marketing Director Go-to-Market, Bonitasoft

©2013 Bonitasoft

2
Agenda - Morning
• Bonitasoft and the Process Efficiency World Tour
• Neil Ward Dutton, Founder, Research Director MWD Advisors
How to deliver business value with BPM

• BPM in action, customer cases:
– trade union membership,
– insurance cases,
– human resources in a large organization...

• Demo: 360° customer support with Bonita BPM
• Bonitasoft offerings & partner programme

©2013 Bonitasoft

3
Agenda - Afternoon
• Best practices
– "Capturing the process“
– BPMN 2.0 basics

• Interactive workshop
– Build a process-based application in 1 hour with Bonita BPM

• Expert corner: Our BPM experts are here to help!

©2013 Bonitasoft

4
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

©2013 Bonitasoft

5
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
©2013 Bonitasoft

6
About Bonitasoft
Who We Are

•
•
•

2,500,000 DOWNLOADS

120,000 COMMUNITY MEMBERS
700 CUSTOMERS

• 130 EMPLOYEES
• 130 TECH & SI PARTNERS

8

8
AWARDS

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

9
Key milestones
Democratizing BPM for more than 10 years

2001

Bonita project
is founded

2003

Bonita project is
supported by Bull S.A.

10

10
BPM Market Overview
• Growing Market With Mature Products
•
•

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

BPM Deployments by Region

BPM Deployments By Industry
Manufacturing

North America

Government

South America

Utilities

Europe

Financial Services

Asia & Pacific

Technology

Africa & Middle East

Other

Source: Transformation and Innovation State of the Market Report

©2013 Bonitasoft

11
What We Do…

We deliver business efficiency by turning
processes into applications
HOW WE DO IT.

THE BENEFITS.

•
•
•
•

•
•
•
•

Graphical Studio
Business & Tech collaboration
Processes + Apps + Analytics
Process templates

Improved collaboration
Fast IT alignment to business
Easy to update & maintain
Immediate ROI
Bridging the gap between Business & IT

Business Users

Business targets
Optimization
Task Management
Team management
Activity monitoring

IT Users

Collaboration
Modelling
Definition
KPI
Reporting

Graphical developments
Fast prototyping
Proof of concepts
Agile methodologies
Industrialization
Extensibility

13
14
DESIGN.
Bonita Studio
• BPMN 2.0
• Drag-n-drop application
development
• Powerful form builder
• Easy connectivity

15

15
CONNECT.

… to almost any Information System
16

16
RUN.

…in Bonita Portal…

Desktop & Mobile

17

17
…or as a standalone application

18

18
Guest Speaker

Neil Ward-Dutton

How to deliver business value with BPM

©2013 Bonitasoft

19
How to deliver business value with
BPM
Bonitasoft Process Efficiency World Tour
Neil Ward-Dutton
Founder, Research Director

mwd
advisors

helping you create business improvement from IT investment
Quiz question #1: what’s this?

© MWD Advisors 2012

www.mwdadvisors.com

21
A visualisation of the speed of growth and
death of large companies

© MWD Advisors 2012

www.mwdadvisors.com

22
Quiz question #2: what’s this?

© MWD Advisors 2012

www.mwdadvisors.com

23
A visualisation of the change in how large
companies value themselves

© MWD Advisors 2012

www.mwdadvisors.com

24
Away from “owning stuff”; towards the
customer
+++
Outsourcing
Partnering

Integrate,
consolidate,
automate at the
core

Minimise cost,
maximise
scalability and
quality

+++
Channels
Venues
Media

As more activities are standardised, more value comes from knowledge work
© MWD Advisors 2012

www.mwdadvisors.com

25
There’s more: Getting to grips with
‘customer intimacy’
Gather intelligence through
each customer journey to make
future experiences more
engaging

Customer
Journey
stage 1

Marketing

Service
Customer
Journey
stage n+1

Your
customer

Sales

Operations

Customer
Journey
stage 3

Customer
Journey
stage n

© MWD Advisors 2013

Customer
Journey
stage 2

www.mwdadvisors.com

26
Industry evolution has taken us down a
challenging path
Supplier X
Partner B

Enterprises and value
chains want to be
dispersed, flexible

Your core

Partner A
Your service
centres

Great experiences want
to be integrated

Supplier Y

© MWD Advisors 2013

www.mwdadvisors.com

27
Customer Experience Excellence runs
counter to the status quo for many

© MWD Advisors 2013

www.mwdadvisors.com

28
Clouds, connectivity = increased choice
Access devices

Applications

Platforms

Consumer technologies and networks are puncturing enterprise technology services
© MWD Advisors 2013

www.mwdadvisors.com

29
Social + Mobile = Opportunity to reshape
knowledge work
More computing
power than the
entire Apollo 11
moonshot
program!

Image/video capture
Audio/speech capture

Location/orientation
Gestures/signatures

Notifications/actions
© MWD Advisors 2010

www.mwdadvisors.com

30
Time to wake up and smell isthe coffee!
this your
organisation
In your organisation, work is ripe for
reinvention in all six dimensions

What?
How?

Who?

Why?

When?
Where?

© MWD Advisors 2013

www.mwdadvisors.com

32
BPM creates systems of co-ordination

Technologies

Systematically manage
and improve knowledge
about “what works in
work”

Create systems of co-ordination,
comprising elements of smart
software and individuals’
knowledge

Apply knowledge to
directly co-ordinate and
measure work in day-today business operations

Techniques

Act across people,
departments and even
organisational
boundaries

From highly structured to semi-structured work
© MWD Advisors 2013

www.mwdadvisors.com

33
4 ways that BPM helps organisations
BPM:
A disciplined approach
to optimising the
efficiency and
effectiveness of key
business processes
throughout their
lifecycle that is built
around smart change
management tools and
practices.

Business model
flexibility

• Restructuring
• Flexible IT and process outsourcing
• Flexible business partnering, supply
chains

Product/service
innovation

• Enable fast service introduction,
alteration, combination
• Support offers based on
performance, quality

Operational
efficiency/quality

• Discover, measure, standardise,
automate, enforce processes

In addition, BPM initiatives can create a collaborative environment for business and IT staff to
work together at multiple levels
© MWD Advisors 2012

www.mwdadvisors.com

34
At the intersection of four competencies

Performance
Management

Process
improvement

BPM

Compliance

Application
development

© MWD Advisors 2013

www.mwdadvisors.com

35
Knowledge and people

Technologies

Systematically manage
and improve knowledge
about “what works in
work”

Create systems of co-ordination,
comprising elements of smart
software and individuals’
knowledge

Apply knowledge to
directly co-ordinate and
measure work in day-today business operations

Techniques

Act across people,
departments and even
organisational
boundaries

From highly structured to semi-structured work
© MWD Advisors 2013

www.mwdadvisors.com

36
Adoption
Trumps Design Perfection
© MWD Advisors 2013

www.mwdadvisors.com

37
BPM is an agile delivery strategy
• Big bang IT investments
(massive forklift ERP
implementations etc)
are completely off the
table, possibly forever
• Buyers want investment
roadmaps with clear
payback each step of
the way

© MWD Advisors 2012

www.mwdadvisors.com

BPM provides a
business platform for
agile transformation
Supporting:
- Iterative project
cycles
- Continuous stakeholder
engagement
- Visible value delivery

38
BPM is a change management strategy
• Historical, ‘scientific’
approaches to process
improvement worked well for
processes involving lots of
capital, facilities
• But most of today’s
improvement opportunity
concerns knowledge work
• An open, collaborative
approach leads to improved
quality of the ultimate
outcome - the acceptance of
the change or improvement
by those people it impacts on
a day-to-day basis

BPM provides a
business platform for
realising the value of
change investments
Supporting:
- Widespread
understanding and buy-in
- Creation of change
champions

In knowledge work /service improvement scenarios, people are the product: acceptance is all
© MWD Advisors 2012

www.mwdadvisors.com

39
BPM implementations bring three kinds of
change
Changes to
procedures and
working patterns

Changes to
technologies used
in daily work

More transparent
monitoring and
measurement
© MWD Advisors 2013

www.mwdadvisors.com

40
Permission, opportunity and fear
Tools, skills and resources will get you nowhere if you don’t have the permission
to maintain them or deploy them

• Understand the
“personalities” of key
business activity areas
• Understand the business
strategy and goals
• Look for gaps and map to
BPM benefits
© MWD Advisors 2013

• Both success and failure
breed fear and resistance to
change
• Acknowledge fear and use
approaches that deal with it
explicitly
• Get individuals involved
• Cultural/social sensitivity is
a requirement

www.mwdadvisors.com

41
Change takes time – work on it right from
the very start
• No real-world BPM initiative
has the luxury of time, skills
or budget that would allow
infinite efforts to be
expended on ensuring that
everyone is 100%
comfortable with changes
• Start thinking about how
you're going to manage
change as soon as you
possibly can

© MWD Advisors 2013

• Define a measure of
‘practical acceptance’
• Work to identify ways to
multiply the force of your
efforts

www.mwdadvisors.com

42
@neilwd
neilwd@mwdadvisors.com

Thank you and good luck!

mwd
advisors

helping you create business improvement from IT investment
BPM in action
700 customers in 60 countries
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 Salsa
IT Manager, CFDT

©2013 Bonitasoft

46
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 paperbased work. We have achieved
our goal of having an electronic,
online account request
process.”
Natalie Metzger
Middleware Developer, ODU

©2013 Bonitasoft

47
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
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 AGORHAONP
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
360 Customer Support

Use case demo

20130919
Process Templates: Easy to start, easy to extend
Pre-Built application
BPM Best practices

Accelerate your projects
Advanced integration

Available with Efficiency and Performance Subscriptions

07/03/13

56
Advanced integration

©2013 Bonitasoft

57
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.

58
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
59
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:

60
360 Customer Support Process
Don’t miss any request, wherever they
come from.
Geolocalize the request to optimize local
support
Integrate with:

Watch video
61
Influence of Internet and Social Media

"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

62
CUSTOMERS

ORGANIZATION

Customer Experience/Sales Team
Tech Savvy

Onsite Support Team

Support Team

Internet Friendly
Preliminary
Analysis

Case
escalation

Request
an onsite
visit

Schedule a
visit

Onsite visit

Case
closure

Traditional Customer

©2013 Bonitasoft

63
Commercial Offerings

64
Commercial offerings
We 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

65
Consulting Services
• Process Design
Definition and agreement among stakeholders

• Evaluation of Impact
On hardware, existing software, external data, etc.

• Process Optimization
Feedback to business to adjust the process to ensure
it is optimized from a technical and business prospective

• Testing
Ensure business requirements match implementation

• Production
Performance and growth are ensured

66
Bonitasoft Subscriptions
Subscriptions
• Commercial license
• Professional Support
• Software Upgrades

Team collaboration
• Shared repository
• Productivity features

Mission-critical

End-User Centric

• Monitoring

• Advanced Portal

• Error management

• Mobile

• Live reconfiguration

• Process templates
Added-Value for Subscriptions
•
•
•
•

Increased collaboration & productivity
Powerful portal features including mobile access
Advanced process administration
Process template library

Secure your project from the beginning:
• Incident management
• Patches
• Knowledge base

68
Features by Edition
Subscriptions
Community

Efficiency

Performance

For first projects

•
•
•
•
•
•
•
•
•
•

Teamwork
Team collaboration

End-User Centric

Mission-critical

Graphical modeling
User preferences
Connectors
Simple form designer
BPMN 2.0
Versioning
Simulation
Engine APIs
Widget hints, tooltips
Online documentation

Community

Teamwork

+
•
•
•
•
•
•
•
•
•
•
•
•

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.

Efficiency

+
•
•
•
•
•
•

+

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

©2013 Bonitasoft

69
Partner Programmes

1
3

2

©2013 Bonitasoft

70
Building an application from scratch

©2013 Bonitasoft

71
Architecture
Bonita Apps

Your Apps

Bonita Portal
•
•

Manage tasks
Monitor processes

IS

E-Mail

BPM
Services

Process
Mgmnt.

Generic
Services

API (Java, EJB, HTTP)

Authent.

DB

User
Mgmnt.

Task
Mgmnt.

BAM
BI/KPIs

Connectors
LDAP

Document

Event
Handler

Identity

Bonita Execution Engine

Persistence

CRM

ERP

…

Bonita Studio (clients)

72
Demonstration
Invoice Validation

©2013 Bonitasoft

73
BUSINESS PROCESS

Requester

Validation Level 1

Validation Level 2

Initiator
(william.jobs)

Manager
(misa.kumagai)

Comptability
(jan.fisher)

< 5000 €

> 5000 €

©2013 Bonitasoft

74
TECHNICAL INTERACTION

Online Form

Requester

Notification

©2013 Bonitasoft

75
REQUEST INFORMATION
• lastname(Text)

Execution info

• email (Text)

• validation (Boolean)

• date (Date)
• price (Integer)
• attachment(Document)
• department (Text List)

©2013 Bonitasoft

76
In Action
Bonita BPM in action

©2013 Bonitasoft

77
Demo Steps – Part One
- On Bonita Studio with a Skeleton process :
• Add variables

• Add transition conditions with “parameters”
• Design forms
• Define actors
• Configure email connectors
• Execute process

©2013 Bonitasoft

78
Demo Steps – Part Two – New Features
- On Bonita Portal :
• Create a Subtask

• Correct a bad parameter on email Connector
• Parameter change a transition/business rule
• Organisation/Actor mapping
• Reporting
• Search function

• Mobile portal

©2013 Bonitasoft

79
Thank you, and…
STAY CONNECTED WITH US!

CORPORATE WEBSITE
Product & Services descriptions,
References, Webinars, White
papers

youtube.com/
bonitasoft

twitter.com/
bonitasoft

OPEN SOURCE COMMUNITY
Forums, Contributions, Source
Code

linkedin.com/groups?
gid=3182097

facebook.com/
bonitasoftbpm

©2013 Bonitasoft

80

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Bonitasoft - Process Efficiency World Tour 2013 - London

  • 2. Introduction Jeremy LIPP Marketing Director Go-to-Market, Bonitasoft ©2013 Bonitasoft 2
  • 3. Agenda - Morning • Bonitasoft and the Process Efficiency World Tour • Neil Ward Dutton, Founder, Research Director MWD Advisors How to deliver business value with BPM • BPM in action, customer cases: – trade union membership, – insurance cases, – human resources in a large organization... • Demo: 360° customer support with Bonita BPM • Bonitasoft offerings & partner programme ©2013 Bonitasoft 3
  • 4. Agenda - Afternoon • Best practices – "Capturing the process“ – BPMN 2.0 basics • Interactive workshop – Build a process-based application in 1 hour with Bonita BPM • Expert corner: Our BPM experts are here to help! ©2013 Bonitasoft 4
  • 5. 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 ©2013 Bonitasoft 5
  • 6. 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 ©2013 Bonitasoft 6
  • 8. Who We Are • • • 2,500,000 DOWNLOADS 120,000 COMMUNITY MEMBERS 700 CUSTOMERS • 130 EMPLOYEES • 130 TECH & SI PARTNERS 8 8
  • 9. AWARDS Recognition “Bonita BPM is the only open-source product that meets Gartner's definition of a BPMS.” Open Source BPM report 9
  • 10. Key milestones Democratizing BPM for more than 10 years 2001 Bonita project is founded 2003 Bonita project is supported by Bull S.A. 10 10
  • 11. BPM Market Overview • Growing Market With Mature Products • • 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 BPM Deployments by Region BPM Deployments By Industry Manufacturing North America Government South America Utilities Europe Financial Services Asia & Pacific Technology Africa & Middle East Other Source: Transformation and Innovation State of the Market Report ©2013 Bonitasoft 11
  • 12. What We Do… We deliver business efficiency by turning processes into applications HOW WE DO IT. THE BENEFITS. • • • • • • • • Graphical Studio Business & Tech collaboration Processes + Apps + Analytics Process templates Improved collaboration Fast IT alignment to business Easy to update & maintain Immediate ROI
  • 13. Bridging the gap between Business & IT Business Users Business targets Optimization Task Management Team management Activity monitoring IT Users Collaboration Modelling Definition KPI Reporting Graphical developments Fast prototyping Proof of concepts Agile methodologies Industrialization Extensibility 13
  • 14. 14
  • 15. DESIGN. Bonita Studio • BPMN 2.0 • Drag-n-drop application development • Powerful form builder • Easy connectivity 15 15
  • 16. CONNECT. … to almost any Information System 16 16
  • 18. …or as a standalone application 18 18
  • 19. Guest Speaker Neil Ward-Dutton How to deliver business value with BPM ©2013 Bonitasoft 19
  • 20. How to deliver business value with BPM Bonitasoft Process Efficiency World Tour Neil Ward-Dutton Founder, Research Director mwd advisors helping you create business improvement from IT investment
  • 21. Quiz question #1: what’s this? © MWD Advisors 2012 www.mwdadvisors.com 21
  • 22. A visualisation of the speed of growth and death of large companies © MWD Advisors 2012 www.mwdadvisors.com 22
  • 23. Quiz question #2: what’s this? © MWD Advisors 2012 www.mwdadvisors.com 23
  • 24. A visualisation of the change in how large companies value themselves © MWD Advisors 2012 www.mwdadvisors.com 24
  • 25. Away from “owning stuff”; towards the customer +++ Outsourcing Partnering Integrate, consolidate, automate at the core Minimise cost, maximise scalability and quality +++ Channels Venues Media As more activities are standardised, more value comes from knowledge work © MWD Advisors 2012 www.mwdadvisors.com 25
  • 26. There’s more: Getting to grips with ‘customer intimacy’ Gather intelligence through each customer journey to make future experiences more engaging Customer Journey stage 1 Marketing Service Customer Journey stage n+1 Your customer Sales Operations Customer Journey stage 3 Customer Journey stage n © MWD Advisors 2013 Customer Journey stage 2 www.mwdadvisors.com 26
  • 27. Industry evolution has taken us down a challenging path Supplier X Partner B Enterprises and value chains want to be dispersed, flexible Your core Partner A Your service centres Great experiences want to be integrated Supplier Y © MWD Advisors 2013 www.mwdadvisors.com 27
  • 28. Customer Experience Excellence runs counter to the status quo for many © MWD Advisors 2013 www.mwdadvisors.com 28
  • 29. Clouds, connectivity = increased choice Access devices Applications Platforms Consumer technologies and networks are puncturing enterprise technology services © MWD Advisors 2013 www.mwdadvisors.com 29
  • 30. Social + Mobile = Opportunity to reshape knowledge work More computing power than the entire Apollo 11 moonshot program! Image/video capture Audio/speech capture Location/orientation Gestures/signatures Notifications/actions © MWD Advisors 2010 www.mwdadvisors.com 30
  • 31. Time to wake up and smell isthe coffee! this your organisation
  • 32. In your organisation, work is ripe for reinvention in all six dimensions What? How? Who? Why? When? Where? © MWD Advisors 2013 www.mwdadvisors.com 32
  • 33. BPM creates systems of co-ordination Technologies Systematically manage and improve knowledge about “what works in work” Create systems of co-ordination, comprising elements of smart software and individuals’ knowledge Apply knowledge to directly co-ordinate and measure work in day-today business operations Techniques Act across people, departments and even organisational boundaries From highly structured to semi-structured work © MWD Advisors 2013 www.mwdadvisors.com 33
  • 34. 4 ways that BPM helps organisations BPM: A disciplined approach to optimising the efficiency and effectiveness of key business processes throughout their lifecycle that is built around smart change management tools and practices. Business model flexibility • Restructuring • Flexible IT and process outsourcing • Flexible business partnering, supply chains Product/service innovation • Enable fast service introduction, alteration, combination • Support offers based on performance, quality Operational efficiency/quality • Discover, measure, standardise, automate, enforce processes In addition, BPM initiatives can create a collaborative environment for business and IT staff to work together at multiple levels © MWD Advisors 2012 www.mwdadvisors.com 34
  • 35. At the intersection of four competencies Performance Management Process improvement BPM Compliance Application development © MWD Advisors 2013 www.mwdadvisors.com 35
  • 36. Knowledge and people Technologies Systematically manage and improve knowledge about “what works in work” Create systems of co-ordination, comprising elements of smart software and individuals’ knowledge Apply knowledge to directly co-ordinate and measure work in day-today business operations Techniques Act across people, departments and even organisational boundaries From highly structured to semi-structured work © MWD Advisors 2013 www.mwdadvisors.com 36
  • 37. Adoption Trumps Design Perfection © MWD Advisors 2013 www.mwdadvisors.com 37
  • 38. BPM is an agile delivery strategy • Big bang IT investments (massive forklift ERP implementations etc) are completely off the table, possibly forever • Buyers want investment roadmaps with clear payback each step of the way © MWD Advisors 2012 www.mwdadvisors.com BPM provides a business platform for agile transformation Supporting: - Iterative project cycles - Continuous stakeholder engagement - Visible value delivery 38
  • 39. BPM is a change management strategy • Historical, ‘scientific’ approaches to process improvement worked well for processes involving lots of capital, facilities • But most of today’s improvement opportunity concerns knowledge work • An open, collaborative approach leads to improved quality of the ultimate outcome - the acceptance of the change or improvement by those people it impacts on a day-to-day basis BPM provides a business platform for realising the value of change investments Supporting: - Widespread understanding and buy-in - Creation of change champions In knowledge work /service improvement scenarios, people are the product: acceptance is all © MWD Advisors 2012 www.mwdadvisors.com 39
  • 40. BPM implementations bring three kinds of change Changes to procedures and working patterns Changes to technologies used in daily work More transparent monitoring and measurement © MWD Advisors 2013 www.mwdadvisors.com 40
  • 41. Permission, opportunity and fear Tools, skills and resources will get you nowhere if you don’t have the permission to maintain them or deploy them • Understand the “personalities” of key business activity areas • Understand the business strategy and goals • Look for gaps and map to BPM benefits © MWD Advisors 2013 • Both success and failure breed fear and resistance to change • Acknowledge fear and use approaches that deal with it explicitly • Get individuals involved • Cultural/social sensitivity is a requirement www.mwdadvisors.com 41
  • 42. Change takes time – work on it right from the very start • No real-world BPM initiative has the luxury of time, skills or budget that would allow infinite efforts to be expended on ensuring that everyone is 100% comfortable with changes • Start thinking about how you're going to manage change as soon as you possibly can © MWD Advisors 2013 • Define a measure of ‘practical acceptance’ • Work to identify ways to multiply the force of your efforts www.mwdadvisors.com 42
  • 43. @neilwd neilwd@mwdadvisors.com Thank you and good luck! mwd advisors helping you create business improvement from IT investment
  • 45. 700 customers in 60 countries
  • 46. 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 Salsa IT Manager, CFDT ©2013 Bonitasoft 46
  • 47. 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 paperbased work. We have achieved our goal of having an electronic, online account request process.” Natalie Metzger Middleware Developer, ODU ©2013 Bonitasoft 47
  • 48. 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
  • 49. 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 AGORHAONP
  • 50. 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
  • 51. 360 Customer Support Use case demo 20130919
  • 52. Process Templates: Easy to start, easy to extend Pre-Built application BPM Best practices Accelerate your projects Advanced integration Available with Efficiency and Performance Subscriptions 07/03/13 56
  • 54. 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. 58
  • 55. 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 59
  • 56. 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: 60
  • 57. 360 Customer Support Process Don’t miss any request, wherever they come from. Geolocalize the request to optimize local support Integrate with: Watch video 61
  • 58. Influence of Internet and Social Media "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 62
  • 59. CUSTOMERS ORGANIZATION Customer Experience/Sales Team Tech Savvy Onsite Support Team Support Team Internet Friendly Preliminary Analysis Case escalation Request an onsite visit Schedule a visit Onsite visit Case closure Traditional Customer ©2013 Bonitasoft 63
  • 61. Commercial offerings We 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 65
  • 62. Consulting Services • Process Design Definition and agreement among stakeholders • Evaluation of Impact On hardware, existing software, external data, etc. • Process Optimization Feedback to business to adjust the process to ensure it is optimized from a technical and business prospective • Testing Ensure business requirements match implementation • Production Performance and growth are ensured 66
  • 63. Bonitasoft Subscriptions Subscriptions • Commercial license • Professional Support • Software Upgrades Team collaboration • Shared repository • Productivity features Mission-critical End-User Centric • Monitoring • Advanced Portal • Error management • Mobile • Live reconfiguration • Process templates
  • 64. Added-Value for Subscriptions • • • • Increased collaboration & productivity Powerful portal features including mobile access Advanced process administration Process template library Secure your project from the beginning: • Incident management • Patches • Knowledge base 68
  • 65. Features by Edition Subscriptions Community Efficiency Performance For first projects • • • • • • • • • • Teamwork Team collaboration End-User Centric Mission-critical Graphical modeling User preferences Connectors Simple form designer BPMN 2.0 Versioning Simulation Engine APIs Widget hints, tooltips Online documentation Community Teamwork + • • • • • • • • • • • • 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. Efficiency + • • • • • • + 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 ©2013 Bonitasoft 69
  • 67. Building an application from scratch ©2013 Bonitasoft 71
  • 68. Architecture Bonita Apps Your Apps Bonita Portal • • Manage tasks Monitor processes IS E-Mail BPM Services Process Mgmnt. Generic Services API (Java, EJB, HTTP) Authent. DB User Mgmnt. Task Mgmnt. BAM BI/KPIs Connectors LDAP Document Event Handler Identity Bonita Execution Engine Persistence CRM ERP … Bonita Studio (clients) 72
  • 70. BUSINESS PROCESS Requester Validation Level 1 Validation Level 2 Initiator (william.jobs) Manager (misa.kumagai) Comptability (jan.fisher) < 5000 € > 5000 € ©2013 Bonitasoft 74
  • 72. REQUEST INFORMATION • lastname(Text) Execution info • email (Text) • validation (Boolean) • date (Date) • price (Integer) • attachment(Document) • department (Text List) ©2013 Bonitasoft 76
  • 73. In Action Bonita BPM in action ©2013 Bonitasoft 77
  • 74. Demo Steps – Part One - On Bonita Studio with a Skeleton process : • Add variables • Add transition conditions with “parameters” • Design forms • Define actors • Configure email connectors • Execute process ©2013 Bonitasoft 78
  • 75. Demo Steps – Part Two – New Features - On Bonita Portal : • Create a Subtask • Correct a bad parameter on email Connector • Parameter change a transition/business rule • Organisation/Actor mapping • Reporting • Search function • Mobile portal ©2013 Bonitasoft 79
  • 76. Thank you, and… STAY CONNECTED WITH US! CORPORATE WEBSITE Product & Services descriptions, References, Webinars, White papers youtube.com/ bonitasoft twitter.com/ bonitasoft OPEN SOURCE COMMUNITY Forums, Contributions, Source Code linkedin.com/groups? gid=3182097 facebook.com/ bonitasoftbpm ©2013 Bonitasoft 80

Editor's Notes

  1. In 1975, around 17% of the market value of the S&amp;P 500 was attributed to “intangible assets” by firms’ own published accounts; by 2005 this had risen to 80% and is holding steady.The average lifespan of a company listed in the S&amp;P 500 index of leading US companies has decreased by more than 50 years in the last century, from 67 years in the 1920s to just 15 years today, according to Professor Richard Foster from Yale University.Today&apos;s rate of change &quot;is at a faster pace than ever&quot;, he says.Professor Foster estimates that by 2020, more than three-quarters of the S&amp;P 500 will be companies that we have not heard of yet.
  2. In 1975, around 17% of the market value of the S&amp;P 500 was attributed to “intangible assets” by firms’ own published accounts; by 2005 this had risen to 80% and is holding steady.The average lifespan of a company listed in the S&amp;P 500 index of leading US companies has decreased by more than 50 years in the last century, from 67 years in the 1920s to just 15 years today, according to Professor Richard Foster from Yale University.Today&apos;s rate of change &quot;is at a faster pace than ever&quot;, he says.Professor Foster estimates that by 2020, more than three-quarters of the S&amp;P 500 will be companies that we have not heard of yet.
  3. BYODShadow IT redux
  4. Digital transformation started at the edges of businesses, and now it’s seeping into the very core of how organisations workRather like how coffee interacts with a sugar cubeFirst the coffee just colours the outside of the cubeOver time though the coffee breaks down the structure and the cube dissolves.Digital transformation is breaking down established organisational structures and patterns of getting things done.
  5. These things all used to be known and predictable. Now they’re not – or if they are, you should be looking for ways to change them – to lower costs, increase customer satisfaction.
  6. This slide looks at BPM from a slightly different angle. As you can see:BPM combines the use of technologies and techniques to create “systems of coordination” that comprise elements of smart software and individuals’ knowledge. These systems should aim to do three things in combination:Manage and improve knowledge about “what works in work” *in your environment*;Apply that knowledge to directly co-ordinate and measure work in day-to-day business operations;And do all that across organisations and boundaries.A lot of people associate BPM technologies and the resulting systems with highly structured work patterns that can have to be designed up-front; ie systems that only really sing when identifying work quality is all about identifying the method for the work. However the scope of this practice is starting to open up significantly, with the rise of technologies and approaches such as “social BPM” and “advanced” or “dynamic” case management, to include work patterns that are less highly structured and more goal-driven.The other thing that I want to be sure to point out is that the application of BPM technologies and techniques isn’t only about increasing work efficiency and/or quality. We’ve seen many examples of successful projects that have been more focused on helping companies bring new products and services to market, and some that have been principally focused on making companies more flexible – helping them work in a more sophisticated way with strategic partners and suppliers so they can quickly change their business as conditions demand.
  7. This slide looks at BPM from a slightly different angle. As you can see:BPM combines the use of technologies and techniques to create “systems of coordination” that comprise elements of smart software and individuals’ knowledge. These systems should aim to do three things in combination:Manage and improve knowledge about “what works in work” *in your environment*;Apply that knowledge to directly co-ordinate and measure work in day-to-day business operations;And do all that across organisations and boundaries.A lot of people associate BPM technologies and the resulting systems with highly structured work patterns that can have to be designed up-front; ie systems that only really sing when identifying work quality is all about identifying the method for the work. However the scope of this practice is starting to open up significantly, with the rise of technologies and approaches such as “social BPM” and “advanced” or “dynamic” case management, to include work patterns that are less highly structured and more goal-driven.The other thing that I want to be sure to point out is that the application of BPM technologies and techniques isn’t only about increasing work efficiency and/or quality. We’ve seen many examples of successful projects that have been more focused on helping companies bring new products and services to market, and some that have been principally focused on making companies more flexible – helping them work in a more sophisticated way with strategic partners and suppliers so they can quickly change their business as conditions demand.
  8. CFDT is not a trade union by itself, but an association of trade unions.Depending on your branch,localisation, etc, you may apply for membership in a trade union which is affiliate to CFDT, which make you a member of CFDT.Previously they had no way to identify real new member, as they didn’t kno if the new membership request was coming from an affiliate trade union change, or from a real new member.This process is critical, as it is one of the main sources of revenue for the CFDT.
  9. Company : Old Dominion University (ODU) has been a public research university in Norfolk, Virginia for over 80 years, and is one of the nation&apos;s largest providers of online distance learning coursesRequirement : To automate account requests to result in a fully electronic online system that would eliminate the need for manual, paper-based processingSolution: Connectivity to ERP and identity management systems, and automation of account request process with Bonita BPMBenefits:Three times faster turnaround for account request processesElimination of manual paper based processesAdditional automation of audit processThe Choice for Bonita BPM To choose a BPM solution, Old Dominion University evaluated Apache Activiti, JBPM, and Bonita BPM. With connectivity to other systems and easily accessible support as primary criteria for selecting of a BPM tool, ODU ultimately chose Bonita BPM to support their need for a flexible Business Process Management Solution to connect to their ERP and Identity Management systems.Connectivity to other systems was a key criterion in ODU’s search for a BPM tool. Although they were using the workflow capabilities within their ERP system, much of the data for account requests did not reside in their ERP, so a tool was needed to connect the process flow, the data, and identity management. They were able to plug in their own front end interface with their home-grown Identity Management system, which is integrated with Bonita BPM via a REST interface. It also connected easily to their backend ERP database, Banner ERP System.
  10. Company:Hotela is a Swiss company managing social and collective insurance nationwide.Hotela&apos;s original customers were the hospitality market. Today Hotela provides services to employees of Swiss ski schools, travel agencies and socio-medical institutions (EMS).Issues: Undertake a complete overhaul of internal processes to match the life &quot;events&quot; of Hotela customers.Solution : Implement a new organizational strategy structured around processes with Bonita Open Solution. .Benefits: Bonita has helped accelerate Hotela&apos;s strategic and organizational transformation.Increased productivity: 300% increase in the effectiveness of the current team (based on the pilot project on 400 corporate clients)·       Easier administrative management: 30 to 60% less time spent on client administrative management·        Less paper: 30% fewer documents (paper &amp; electronic)
  11. Company: The largest Insurance company in Iceland.Founded in 1917230 employees and 30 service agents42 branches nationwideRequirement: Develop a single portal for a 360 degree view of customer information and cases, automate key workflows such as claim process and improve knowledge sharing. Solution: a &quot;Case Management Solution” to automate more than 45 processes, integrated with third-party systems such as document management enabling employees to collaborate through the entire organization.Benefits: • Increased efficiency and transparency through 45+ automated processes• Enabling 70+ end users to serve 45,000+ cases per year• Increased visibility on process and improved knowledge sharing• Improved decision managementAccording to Mr. Baxter, Department manager of Online Services at VIS, “We were still using some very laggard systems or manual tools such as excel spread sheets and email folders to operate those processes, causing many delays or missing information.” Also, there was no standard method for following up on the cases, not even mentioning the interaction and collaboration. It had become crucial to automate those processes to enhance overall efficiency, guarantee the insurance delivery and prompt responses for customers.
  12. Company : The Egyptian Exchange (EGX) operates a registered securities exchange and a trading venue for firms and brokers to electronically buy securities in Egypt.Requirement : Document and automate the process to enroll firms using FIX protocol to trade on EGX, test the firm&apos;s messaging protocol, and register the approved firm to use the exchange.Solution: Process documentation, automation and management with Bonita BPM.Benefits:Better communication: stronger collaboration across five teamsFaster quality assurance: elimination of manual inspection of databasesClear documentation of complex processes: robust repository for documenting processes
  13. CompanyFrench Ministry of Agriculture36 000 public agents.GoalsAgorha-ONP portal : Improvement of the HRISMake the choice for tools and solutions (including Bonita BPM) usingadvanced technologies (Java) to speed up integration and have betterreactivity to legal changes (andbe able to migrate and update by business module independently) Target volume: 2500 users, 500 request per day, storage of more than 3 500 000 requests by 2014, including 78 000 whoneed a specific and criticalprocess due to administiveprocedures.Type of processRollout in 2011 Agorha-GA (Gestion Administrative) : HR processautomatingJune 2013 : Agorha-ONP : versioncompliantwith the new legislation, and integratedwith the National Payroll SystemBenefitsGlobal improvement of HR management by administrative agentsEase and flexibilityto becomecompliantwith new HR laws, andability to reachstate and Ministryobjectives.