1. DOCFLOW YUBIK
DocFlow YUBIK
Product overview
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2. DOCFLOW YUBIK
[SUMMARY]
• DOCFLOW VISION ON (DYNAMIC)
CASE MANAGEMENT
• YUBIK HIGHLIGHTS
• YUBIK UI PREVIEW
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3. DOCFLOW YUBIK
DOCFLOW VISION
AGILE TECHNOLOGY FOR AGILE ENTERPRISES – YUBIK powered by DocFlow

4. DOCFLOW YUBIK
[THE PROCESS QUADRANT]
Undefined Output
Matter-Based
Processes
CollaborationBased
Processes
Low variability
High variability
Transaction-Based
Processes
Project-Based
Processes
Defined Output
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5. DOCFLOW YUBIK
Undefined Output
CRM PROCESSES
LEGAL MATTERS
PROCUREMENT
BUDGET PLANNING
BUSINESS DEVELOPMENT
QUALITY ASSURANCE NC/CAPA
COMPENSATION
MANAGEMENT
SALES/MARKETING
High variability
Low variability
ACCOUNT RECEIVABLE/
PAYABLE
PAYROLL PROCESSES
REGULATORY AFFAIRS
COMPLIANCE MODELS
MATERIAL
REQUIREMENTS
PLANNING
SUPPLY CHAIN
MANAGEMENT
PRODUCT DESIGN
LIFECYCLE
INDUSTRIALIZATION
PROCESSES
Defined Output
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6. DOCFLOW YUBIK
Undefined Output
PROCESSI CRM
DEFINIZIONE BUDGET A/V
LEGAL MATTERS
SVILUPPO BUSINESS
DCM
BPM
PROCUREMENT
QUALITY ASSURANCE NC/CAPA
COMPENSATION
MANAGEMENT
Low variability
SALES/MARKETING
High variability
BPA
PROCESSI AFC
REGULATORY AFFAIRS
PROCESSI PAYROLL
ERP
MODELLI COMPLIANCE
BPM
MATERIAL
REQUIREMENTS
PLANNING
SUPPLY
CHAIN
MANAGEMEN
T
PROGETTAZIONE TECNICA
PROCESSI DI
INDUSTRIALIZZAZIONE
Defined Output
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7. DOCFLOW YUBIK
Undefined Output
DCM
BPM
Custom Tailored Workflow
Collaborative Process
Low variability
BPA
A
B
C
Transactional Process
ERP
D
Output focused
Defined Output
BPM
AGILE TECHNOLOGY FOR AGILE ENTERPRISES – YUBIK powered by DocFlow
High variability

8. DOCFLOW YUBIK
Need
definition
Budget
Approval
Purchase
Request Def
RFP Definition
Budget
Definition
Process
RFP
Contract
E-procurem.
Portal
Investment
Plan
Approval
CAPEX
Approval
Feasibility
studies
Purchase
Request
registration
to ERP
RFP
Contract
Management
OPEX
Approval
DOCFLOW
SAP
Purchase
Order
Technical Documentation Archiving and Approval
OTHER
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Purchase
Order
Release

9. DOCFLOW YUBIK
Undefined Output
Need Assessment
Feasibility Study
Budget Definitiont
Investment
Approval
Contract
Preparation
Purchase Request
Approval
Low variability
High variability
Investiments
written to SAP
Purchase
Request
Registration
RFP
Technical Documentation
Order
Defined Output
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10. DOCFLOW YUBIK
[DCM SCOPE]
 PURCHASE / SALES BUDGET DEFINITION ACTIVITIES
 SALES FORECAST DEFINITION ACTIVITIES
 LEGAL INVESTIGATIONS
 NEW PRODUCS / SERVICES DEVELOPMENT
 PROJECT MANAGEMENT
 CUSTOMER COMPLAINS RESOLUTION ACTIVITIES
 MERGE AND ACQUISITION …
AGILE TECHNOLOGY FOR AGILE ENTERPRISES – YUBIK powered by DocFlow

11. DOCFLOW YUBIK
YUBIK, DOCFLOW’S DCM
AGILE TECHNOLOGY FOR AGILE ENTERPRISES – YUBIK powered by DocFlow

12. DOCFLOW YUBIK
EVEN IF EVENTS ARE NUMEROUS AND
DIFFERENT, STRUCTURES ARE FEW AND
REPETITIVE
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13. DOCFLOW YUBIK
[EXAMPLE 1: COMPLAINS]
Variable
Standard
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14. DOCFLOW YUBIK
[EXAMPLE 2: INBOUND CORRESPONDENCE]
Variable
Standard
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15. DOCFLOW YUBIK
[COMPOSABLE PROCESSES]
• Taking part to a project, interacting to
achieve a common objective means to
share a process characterized by a
composable structure.
• Processes can be split in atomic units.
• Variability of these processes actually
shows up in standard and recurring
interactions (approval requests, audit
actions definitions, coediting of
documents, etc..).
AGILE TECHNOLOGY FOR AGILE ENTERPRISES – YUBIK powered by DocFlow

16. DOCFLOW YUBIK
[FULLY DESTRUCTURED USAGE
USE CASE 1: BUDGET EXPLORATION]
AGILE TECHNOLOGY FOR AGILE ENTERPRISES – YUBIK powered by DocFlow

17. DOCFLOW YUBIK
Explore proposals
Oleogram – 1week
Would you please look after this?
Marchetti
Do you have anything similar?
Docflow
Ok, check in september
Can I have a quote?
Budget 2012
Explorations
Docflow
September: proposal
approval
RAI
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18. DOCFLOW YUBIK
Budget 2012
Explorations
AGILE TECHNOLOGY FOR AGILE ENTERPRISES – YUBIK powered by DocFlow

19. DOCFLOW YUBIK
RFP deadline
[FULLY DESTRUCTURED USAGE
USE CASE 2: RFP RESPONSE]
Prepare administrative doumentation
RFP
Silvia
Technical questions
Davide caricati
Andrea cera, Altri
Setup a demo environment
Davide caricati
AGILE TECHNOLOGY FOR AGILE ENTERPRISES – YUBIK powered by DocFlow

20. DOCFLOW YUBIK
Request
Ask a question
Reminder
[FULLY DESTRUCTURED USAGE]
AGILE TECHNOLOGY FOR AGILE ENTERPRISES – YUBIK powered by DocFlow

21. DOCFLOW YUBIK
YUBIK UI PREVIEW
AGILE TECHNOLOGY FOR AGILE ENTERPRISES – YUBIK powered by DocFlow

22. DOCFLOW YUBIK
[Creation of a new case type]
AGILE TECHNOLOGY FOR AGILE ENTERPRISES – YUBIK powered by DocFlow

23. DOCFLOW YUBIK
[Using a case]
AGILE TECHNOLOGY FOR AGILE ENTERPRISES – YUBIK powered by DocFlow

24. DOCFLOW YUBIK
[Home - hitlist]
Toolbar
Event log
Metadata
Work Area
AGILE TECHNOLOGY FOR AGILE ENTERPRISES – YUBIK powered by DocFlow

25. DOCFLOW YUBIK
[Detail - process]
AGILE TECHNOLOGY FOR AGILE ENTERPRISES – YUBIK powered by DocFlow

26. DOCFLOW YUBIK
[Creation of a new case type]
AGILE TECHNOLOGY FOR AGILE ENTERPRISES – YUBIK powered by DocFlow

27. DOCFLOW YUBIK
[Browsing for a case]
Full text
search
Treeview
Refinement
panel
Hitlist
AGILE TECHNOLOGY FOR AGILE ENTERPRISES – YUBIK powered by DocFlow

28. DOCFLOW YUBIK
Thank
you
EMAIL: marketing@docflow.it
TEL:
+ 39 02 57 50 33 66
www.docflow.com
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