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Manage Purchasing Efficiently
with Bonita BPM
Sapna Maheswari
Vivecca Yong Tim

©2013 Bonitasoft
Agenda
• About Bonitasoft & Bonita BPM

• Procure To Pay : This process can make the difference
• Demo: Procure To Pay pro...
About Bonitasoft

AWARDS

• 2,500,000 DOWNLOADS
• 120,000 COMMUNITY MEMBERS
• 900 CUSTOMERS

•
•

130 EMPLOYEES

130 TECH ...
900 customers in 60 countries
5
DESIGN.
Bonita Studio
• BPMN 2.0
• Drag-n-drop application
development
• Powerful form builder
• Easy connectivity

6

6
CONNECT.

… to almost any Information System
7

7
RUN.

...in Bonita Portal...

Desktop & Mobile

8

8
… or as a standalone application

9

9
Architecture
Making the difference with your
procurement process
©2013 Bonitasoft

11
Why should you optimize your procurement
process

Drive vendor relationship

Optimize your process

Secure your cash flow
...
Procure to Pay with Bonita BPM

©2013 Bonitasoft

13
Approval by multiple stakeholders
•

•

Model multiple
stakeholder approval
with the use of multiinstantiation
Ability to ...
Connect processes

Connect the invoicing process to the core
procurement process with messages

©2013 Bonitasoft

15
Complex, interactive forms

©2013 Bonitasoft

16
Demonstration

©2013 Bonitasoft

17
Onboarding a vendor

Register a
vendor

Walter
Bates

Vendor
approval

William
Jobs

Import
product
catalog

Walter
Bates
...
Create a new Purchase Order

Order
Creation

Walter Bates

Order
approval

Order
Generation

Receipt of
goods

Receipt of
...
Commercial Offerings

20
Commercial offerings
We support your projects and accelerate their success

• Professional Services
- Training
- Certifica...
Bonita BPM Subscriptions
Subscriptions
• Commercial license
• Professional Support
• Software Upgrades

Team collaboration...
Thank you, and…
STAY CONNECTED WITH US!

CORPORATE WEBSITE
Product & Services descriptions,
References, Webinars, White pa...
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Manage Purchasing Efficiently with BPM

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Find the flexibility your procurement process needs with the process template "Procure-To-Pay".

You’ll see how to;
-improve the usability of your application with contingencies and groups in complex forms
-manage scanned invoices, incorporating a PDF display in your forms
-generate and automatically send your orders via PDF
quickly identify bottlenecks and set up effective business reporting
-access the application from a web browser and mobile devices

Published in: Business
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Manage Purchasing Efficiently with BPM

  1. 1. Manage Purchasing Efficiently with Bonita BPM Sapna Maheswari Vivecca Yong Tim ©2013 Bonitasoft
  2. 2. Agenda • About Bonitasoft & Bonita BPM • Procure To Pay : This process can make the difference • Demo: Procure To Pay process template • Questions Addressed #BonitaBPM ©2013 Bonitasoft 2
  3. 3. About Bonitasoft AWARDS • 2,500,000 DOWNLOADS • 120,000 COMMUNITY MEMBERS • 900 CUSTOMERS • • 130 EMPLOYEES 130 TECH & SI PARTNERS 3
  4. 4. 900 customers in 60 countries
  5. 5. 5
  6. 6. DESIGN. Bonita Studio • BPMN 2.0 • Drag-n-drop application development • Powerful form builder • Easy connectivity 6 6
  7. 7. CONNECT. … to almost any Information System 7 7
  8. 8. RUN. ...in Bonita Portal... Desktop & Mobile 8 8
  9. 9. … or as a standalone application 9 9
  10. 10. Architecture
  11. 11. Making the difference with your procurement process ©2013 Bonitasoft 11
  12. 12. Why should you optimize your procurement process Drive vendor relationship Optimize your process Secure your cash flow • Streamline onboarding • Catalog Control • Negotiate early settlement discounts • Paperless • Audit trail • Reconciliation • Invoice payment on time • Monitor exposure ©2013 Bonitasoft 12
  13. 13. Procure to Pay with Bonita BPM ©2013 Bonitasoft 13
  14. 14. Approval by multiple stakeholders • • Model multiple stakeholder approval with the use of multiinstantiation Ability to define criteria for approval (has to be approved by all, > 66% etc.) ©2013 Bonitasoft 14
  15. 15. Connect processes Connect the invoicing process to the core procurement process with messages ©2013 Bonitasoft 15
  16. 16. Complex, interactive forms ©2013 Bonitasoft 16
  17. 17. Demonstration ©2013 Bonitasoft 17
  18. 18. Onboarding a vendor Register a vendor Walter Bates Vendor approval William Jobs Import product catalog Walter Bates Activate vendor Walter Bates ©2013 Bonitasoft 18
  19. 19. Create a new Purchase Order Order Creation Walter Bates Order approval Order Generation Receipt of goods Receipt of invoice & Validation Jan Fisher (Logistics) Helen Kelly (Manager) Anthony Nichols (Approver) Invoice Payment April Sanchez (Finance) Anthony Nichols (Invoice Validator) ©2013 Bonitasoft 19
  20. 20. Commercial Offerings 20
  21. 21. 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 21
  22. 22. Bonita BPM Subscriptions Subscriptions • Commercial license • Professional Support • Software Upgrades Team collaboration • Shared repository • Productivity features Mission-critical • Monitoring • Error management • Live reconfiguration End-User Centric • Advanced Portal • Mobile • Process templates
  23. 23. 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 23

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