2009 Presentation Bpm Purchased Workflows

Business Process Management (a.k.a. Expedite)FISERV Plug & Play Workflow Packages
Kennebunk Savings
Andrew Lederer
Branch Automation Officer
andrew.lederer@kennebunksavings.com
http://www.linkedin.com/in/andrewlederer

BPM: Plug & Play Workflow Package Topics
Plug & Play Workflow Packages Defined
Why purchase workflows?
Laying the Foundation
The Experience
What Should I Know?
Modifications

P & P WorkflowsHow Do They Work?
These consist of FISERV created workflows that range from standard to dynamic.
Currently, 25 installations in the United States.
Workflows can be purchased ala carte or as a group. A group purchase will provide a 10% discount.

BPM Plug & Play Workflow Packages
Packages Include:
Stop Payment (DDA and SAV) $ 600.00
Account Closing (DDA and SAV)$ 600.00
Switch Kit (DDA and SAV) $ 600.00
Name Change (DDA and SAV) $1,200.00
Wire Transfer (DDA and SAV) $1,200.00
Savings Bond Download $ 600.00
Savings Bond Ordering $1,200.00

BPM Plug & Play Workflow Packages
FACTA Packages Include:
Account Opening $2,400.00
Debit Card Reorder $1,200.00
Address Change $ 600.00

Other Requirements
Must be on latest build of Expedite and Forms
FISERV requires remote access for implementation and training.
Access to Navigator
Access to Expedite
Access to Expedite Administrator
Contact person for the process
Each Workflow Includes:
Conditions on Forms
Newly Defined Fields and Wizards
Newly Defined Processes
Newly Defined Actions

Why Consider Plug & Play Workflows?
Saves Time
Provides New Options
Allows Greater Flexibility and Paper Reduction
Customizable

BPM Plug & Play WorkflowsLaying the Foundation
FISERV provides worksheets for several of the purchased workflows.
Eighty percent (80%) of work required in creation is planning and set up.
Usually involves input from various departments (i.e. Deposit Ops, Accounting Ops, Retail)

BPM Plug & Play WorkflowsThe Experience: Stop Payment

Click OK

If YES, stop payment cannot be completed and session is completed.
If NO, Stop Payment process begins with expanded Workflow

BPM (Expedite) 4.1 Release is scheduled to link the wizards taking out this additional step.

Once user completes the Wizard, they must manually click back into the Workflow to continue the process.

Stop Payment Form Activates in Workflow and can be archived in Director
An email notification can be sent to either a person on an email group. Users must have Outlook installed for this to work.
Session is now passed to our Deposit Ops group to place the Stop Payment. BPM (Expedite) 4.1 is scheduled to allow file maintenance.

Deposit Ops group can pull this Outstanding Session and process

BPM Plug & Play WorkflowsWhat Should I Know?
The 4.1 Release in Expedite (BPM) will make the process smoother because of the ability to do file maintenance.
Currently, the user will need (on some workflows) to go into Customer, Accounts and the Workflow with limited direction resulting in a some “clunky” functionality.

BPM Plug & Play WorkflowsWhat Should I Know?
Digital signatures can be lost when Back Office works in a passes session. For example, if a form with a signature is refreshed or anything on a form is changed.
New Accounts work under the Services tab instead of the New Accounts tab.
Training. Training. Training.
Controlled, planned roll out.

BPM Plug & Play WorkflowsModifications
All workflows along with actions, processes, wizards, forms and fields can be adjusted.
During the review and training process, adjustments can be made to match policies and procedures.
After FISERV is complete, those with Expedite Administrator and I32 access can make additional customizations.

Questions, Suggestions, Comments, or Concerns?