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Bonitasoft - Process Efficiency World Tour 2013 - London


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The Bonitasoft BPM experts are back! For this second cycle of the Process Efficiency World Tour, Bonitasoft invites you to take part in one of the 13 events, to learn how you can transform your organization and your information systems with BPM.

Learn about best practices to successfully conduct your BPM initiative, hear about organizations which have successfully deployed Bonita BPM, and see real applications developed with Bonita BPM, the most widely used BPM suite in the world.

From customer experience optimization to human resources management, Bonita BPM can fundamentally change the way you design and develop process-based applications!

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Bonitasoft - Process Efficiency World Tour 2013 - London

  1. 1. #PEWT2013 ©2013 Bonitasoft
  2. 2. Introduction Jeremy LIPP Marketing Director Go-to-Market, Bonitasoft ©2013 Bonitasoft 2
  3. 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. 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. 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. 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
  7. 7. About Bonitasoft
  8. 8. Who We Are • • • 2,500,000 DOWNLOADS 120,000 COMMUNITY MEMBERS 700 CUSTOMERS • 130 EMPLOYEES • 130 TECH & SI PARTNERS 8 8
  9. 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. 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. 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. 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. 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. 14
  15. 15. DESIGN. Bonita Studio • BPMN 2.0 • Drag-n-drop application development • Powerful form builder • Easy connectivity 15 15
  16. 16. CONNECT. … to almost any Information System 16 16
  17. 17. RUN. …in Bonita Portal… Desktop & Mobile 17 17
  18. 18. …or as a standalone application 18 18
  19. 19. Guest Speaker Neil Ward-Dutton How to deliver business value with BPM ©2013 Bonitasoft 19
  20. 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. 21. Quiz question #1: what’s this? © MWD Advisors 2012 21
  22. 22. A visualisation of the speed of growth and death of large companies © MWD Advisors 2012 22
  23. 23. Quiz question #2: what’s this? © MWD Advisors 2012 23
  24. 24. A visualisation of the change in how large companies value themselves © MWD Advisors 2012 24
  25. 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 25
  26. 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 26
  27. 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 27
  28. 28. Customer Experience Excellence runs counter to the status quo for many © MWD Advisors 2013 28
  29. 29. Clouds, connectivity = increased choice Access devices Applications Platforms Consumer technologies and networks are puncturing enterprise technology services © MWD Advisors 2013 29
  30. 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 30
  31. 31. Time to wake up and smell isthe coffee! this your organisation
  32. 32. In your organisation, work is ripe for reinvention in all six dimensions What? How? Who? Why? When? Where? © MWD Advisors 2013 32
  33. 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 33
  34. 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 34
  35. 35. At the intersection of four competencies Performance Management Process improvement BPM Compliance Application development © MWD Advisors 2013 35
  36. 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 36
  37. 37. Adoption Trumps Design Perfection © MWD Advisors 2013 37
  38. 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 BPM provides a business platform for agile transformation Supporting: - Iterative project cycles - Continuous stakeholder engagement - Visible value delivery 38
  39. 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 39
  40. 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 40
  41. 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 41
  42. 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 42
  43. 43. @neilwd Thank you and good luck! mwd advisors helping you create business improvement from IT investment
  44. 44. BPM in action
  45. 45. 700 customers in 60 countries
  46. 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. 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. 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. 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. 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. 51. 360 Customer Support Use case demo 20130919
  52. 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
  53. 53. Advanced integration ©2013 Bonitasoft 57
  54. 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. 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. 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. 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. 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, 62
  59. 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
  60. 60. Commercial Offerings 64
  61. 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. 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. 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. 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. 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
  66. 66. Partner Programmes 1 3 2 ©2013 Bonitasoft 70
  67. 67. Building an application from scratch ©2013 Bonitasoft 71
  68. 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
  69. 69. Demonstration Invoice Validation ©2013 Bonitasoft 73
  70. 70. BUSINESS PROCESS Requester Validation Level 1 Validation Level 2 Initiator ( Manager (misa.kumagai) Comptability (jan.fisher) < 5000 € > 5000 € ©2013 Bonitasoft 74
  71. 71. TECHNICAL INTERACTION Online Form Requester Notification ©2013 Bonitasoft 75
  72. 72. REQUEST INFORMATION • lastname(Text) Execution info • email (Text) • validation (Boolean) • date (Date) • price (Integer) • attachment(Document) • department (Text List) ©2013 Bonitasoft 76
  73. 73. In Action Bonita BPM in action ©2013 Bonitasoft 77
  74. 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. 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. 76. Thank you, and… STAY CONNECTED WITH US! CORPORATE WEBSITE Product & Services descriptions, References, Webinars, White papers bonitasoft bonitasoft OPEN SOURCE COMMUNITY Forums, Contributions, Source Code gid=3182097 bonitasoftbpm ©2013 Bonitasoft 80