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Market 
Intelligence 
SPAs: Automating Processes 
Presented by: 
Bob Larrivee, 
Director of Custom Research 
Eye on the Industry
Market 
Intelligence 
What is it? 
 Applications using computer intelligence 
to extract information associated with a 
business process
Market 
Intelligence 
AIIM Research Shows 
are live with adaptive and intelligent workflows, with a further 
12% experimenting. 
have achieved successful outcomes, and 52% feel the results 
are promising 
The biggest benefits cited by users are faster and more consistent customer 
response and faster end-to- end process times.
Market 
Intelligence 
Smart Business Applications 
What has been your experience of smart/adaptive/dynamic process 
applications – benefits ? 
©AIIM 2014
Market 
Intelligence 
Consider This 
 Look for automation opportunities 
 Identify a set of goals in relation to SPAs 
 Assess the need to interact with business 
processes from mobile devices
Market 
Intelligence 
Recommendations 
 Evaluate your existing BPM or workflow 
capabilities 
 Look for smart or adaptive capabilities that 
monitor and process content 
 Seek to automate routing and sorting at the 
point of capture
Market 
Intelligence 
Thank You 
• Download a free copy of the AIIM Case 
Management and Smart Process Applications 
Report at http://info.aiim.org/case-management-aiim- 
research 
• To Contact Bob: 
• blarrivee@aiim.org 
• @BobLarrivee on Twitter 
• www.linkedin.com/in/boblarrivee
Market 
Intelligence 
Eye on the Industry 
www.aiim.org

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Understanding Smart Process Applications

  • 1. Market Intelligence SPAs: Automating Processes Presented by: Bob Larrivee, Director of Custom Research Eye on the Industry
  • 2. Market Intelligence What is it?  Applications using computer intelligence to extract information associated with a business process
  • 3. Market Intelligence AIIM Research Shows are live with adaptive and intelligent workflows, with a further 12% experimenting. have achieved successful outcomes, and 52% feel the results are promising The biggest benefits cited by users are faster and more consistent customer response and faster end-to- end process times.
  • 4. Market Intelligence Smart Business Applications What has been your experience of smart/adaptive/dynamic process applications – benefits ? ©AIIM 2014
  • 5. Market Intelligence Consider This  Look for automation opportunities  Identify a set of goals in relation to SPAs  Assess the need to interact with business processes from mobile devices
  • 6. Market Intelligence Recommendations  Evaluate your existing BPM or workflow capabilities  Look for smart or adaptive capabilities that monitor and process content  Seek to automate routing and sorting at the point of capture
  • 7. Market Intelligence Thank You • Download a free copy of the AIIM Case Management and Smart Process Applications Report at http://info.aiim.org/case-management-aiim- research • To Contact Bob: • blarrivee@aiim.org • @BobLarrivee on Twitter • www.linkedin.com/in/boblarrivee
  • 8. Market Intelligence Eye on the Industry www.aiim.org

Editor's Notes

  1. Hello and welcome to Eye on the Industry. In this segment we look at how SPAs (Smart Process Apps) help to automate business processes
  2. In my recent travels, I have been approached by folks wanting to understand Smart Process Applications (SPAs), Intelligent Business Processes, and Adaptive BPM. These are all terms applied to a new generation of applications that use computer intelligence to extract context-relevant information from the content associated with a business process, and use it to select, modify or re-direct the next steps in the workflow. The term smart process application was coined by analysts at Forrester Research Inc. As the demand for business agility -- and therefore business process software -- increases, smart process applications are expected to change the way employees create, manage and interact with business rules.
  3. 7% are live with adaptive and intelligent workflows, with a further 12% experimenting. 45% are more likely to be using fixed workflows, and 36% have very few computer-driven processes. Of those using smart applications, 41% have achieved successful outcomes, and 52% feel the results are promising but it is early days. The biggest deployment issues are setting up the rules and handling difficult exceptions. The biggest benefits cited by users are faster and more consistent customer response and faster end-to- end process times. Staff appreciate the flexibility, and adaptive systems make it much easier to respond to regulatory change.
  4. We then asked those who have some experience of smart processes what the outcome has been. 41% have already achieved their initial objectives, and a further 52% are getting promising results. Only 7% are disappointed with the system. For an early-stage technology, these results are very encouraging. Our respondents listed a wide range of application areas for their smart process applications from contract management, claims disputes and loan approvals to engineering requests, litigation and FOIA (Freedom of Information applications).
  5. Look for automation opportunities. Based on your organization look to automation in project management, contract and bid management, payments, and incident management top the list, along with help desk, customer disputes, claims processes and, of course, law suites. Identify a set of goals in relation to SPAs. What is it that you want from an SPA? Automated classification, routing, or perhaps streamlining the decision making process? the ability to interact with case processes from mobile devices for capture, commenting and approval.
  6. Evaluate your existing BPM or workflow capabilities both with regard to predictable business processes and your case-based processes. n evaluating these options, look for smart or adaptive capabilities that monitor content as well as process context in order to re-route workflows within a rules based or compliant environment. If you need to handle high volumes or a wide variety of inbound content, seek to automate routing and sorting at the point of capture in order to speed up response and improve productivity. In the same way, look to use content and context in order to automate classification for records archiving.