Unlock Salesforce.com with Bonita Open Solution

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Add to the power of Salesforce.com the flexibility of Bonita.

You have processes requiring input from your ERP, Salesforce and other systems…. But you fought hard to get your people standardize on Salesforce.

You want actionable processes taking advantage of all your IT while being visible on Salesforce.

Discover the BonitaSoft capabilities to solve your Salesforce dilemma.

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Unlock Salesforce.com with Bonita Open Solution

  1. 1. UNLOCKWITH BONITA OPEN SOLUTION 1
  2. 2. AGENDA• About BonitaSoft• About Bonita Open Solution• Why adding flexibility to Salesforce.com• Use cases• Demo• How can BonitaSoft help you 2
  3. 3. ABOUT BONITASOFT 3
  4. 4. #1 IN OPEN SOURCE BPM AWARDS• 1,500,000 DOWNLOADS• 40,000 COMMUNITY MEMBERS• 450 CUSTOMERS• 100 EMPLOYEES• 60 TECH & SI PARTNERS 4
  5. 5. “Bonita Open Solution is the onlyopen-source product that meetsGartners definition of a BPMS.”Open Source BPM report, June 2011 5
  6. 6. KEY MILESTONESDemocratizing BPM for more than 10 years 2001 2003 Bonita project Bonita project is is founded supported by Bull S.A. 6
  7. 7. FUNDING€12.5 Millions to to fuel continued worldwide growth• 2009 | €2.5 Millions 1st round: Ventech and Auriga Partners• 2010 | €2 Millions Additional 1st round: Ventech and Auriga Partners• 2011 | €8 Millions 2nd round: Ventech, Auriga Partners and Serena Capital 7
  8. 8. EXAMPLE USAGE SCENARIOS HELP DESK SALES ORDER E-GOVERNMENT MANAGEMENT Canary Islands Internal ticketing Automated E-Government / support request sales order apps (centralized applications management & clustered) Key benefits: Key benefits: Key benefits: response times increased dramatically significantly processing reduced admin. reduced capacity by 30% costs 8
  9. 9. 450 CUSTOMERS IN 50 COUNTRIES
  10. 10. WHAT WE DO.Delivering Business Efficiency by turningProcesses into ApplicationsHOW WE DO IT. THE BENEFITS.• Graphical Studio • Improved collaboration• Business & Tech collaboration • Fast IT alignment to business• Processes + Apps + Analytics • Easy to update & maintain• Process templates • Immediate ROI
  11. 11. ABOUT BONITA OPEN SOLUTION 11
  12. 12. DESIGN. Bonita Studio • Notation BPMN 2.0 • Customized per user profile • Drag-n-drop application development 12
  13. 13. CONNECT. … to almost any Information System 13
  14. 14. RUN. In Bonita UserXP Inbox or as a standalone application 14
  15. 15. ARCHITECTUREBonita User Experience Bonita Apps Your Apps IS • Manage tasks • Monitor processes E-Mail DB API (Java,EJB, Web Service) LDAP BAM User Task ProcessBI/KPIs Mgmnt. Mgmnt. Mgmnt. Connectors CRM Bonita Execution Engine ERP Bonita Studio (clients) … 15
  16. 16. SOLUTION BENEFITS Business Users (process owners) • Build the most productive process for your department • Quickly discover bottlenecks in your process • Process more items with the same headcount • React more quickly with real-time monitoring • Get IT deliver the system you expected 16
  17. 17. SOLUTION BENEFITS Technical Users • Easily capture business requirements • Quickly deploy web based applications for the End Users • Fast connect End Users to other systems • Monitor the performance of the application to ensure no loss of productivity • Prove technical value through increased department productivity 17
  18. 18. SOLUTION BENEFITS End-Users • Better prioritize which task(s) need to be completed first • More quickly complete the tasks assigned to them • Gain a better understanding of what has been completed during the process • Collaborate with other users to more quickly complete the process 18
  19. 19. WHY ADDING FLEXIBILITYTO SALESFORCE.COM 19
  20. 20. LOCKS IMPOSED BY SALESFORCE Some examples ...• User licenses • Limited workflow• Detect duplicates • API calls• Interface customization • File Storage• Mass emailing • Third party applications 20
  21. 21. USE CASESSalesforce + Bonita Open Solution: a perfect match 21
  22. 22. LEAD CREATION VALIDATION Insurance Automotive Import inwebsite Salesforce Banking 22
  23. 23. OTHER CASES• PROPOSAL VALIDATION > Allow non-Salesforce users to intervene in the process• DATA GOVERNANCE (MDM) > Account validation process• CONTRACT VALIDATION > Each validated contract is logged in an EnterpriseContent Management tool (ECM) 23
  24. 24. DEMOPLEASE CLICK HERE TO WATCH THE VIDEO 24
  25. 25. MARKETING AUTOMATION• Automatic deduplication: clean database• Nurturing before assignment: only mature leads are inserted into Salesforce• Avoid expensive marketing automation tool (Marketo, Eloqua…) 25
  26. 26. FROM WEBSITE FORMTO INSERTED LEAD• Filling of the download form on BonitaSoft’s website• Deduplication by Bonita > For new leads: - Email nurturing then lead creation into Salesforce > For existing leads and contacts: - “Welcome back” email - Adding a notification on lead and contact page 26
  27. 27. MARKETING AUTOMATION Duplicate ? 1 2 3 NoWebsite Update into Yes Salesforce Welcome back 27
  28. 28. HOW CAN BONITASOFT HELP YOUCommercial offerings 28
  29. 29. COMMERCIAL OFFERINGSWe support your projects and accelerate their success• Professional Services - Training - Certification in development and administration - Consulting: On-Site or Remote• Annual Subscription Pack (SP) - Gold or Platinum Technical Support - Features to facilitate collaboration, speed development, aid testing and deployment 29
  30. 30. 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 30
  31. 31. BONITASOFT SUBSCRIPTIONSBonita Open Solution• Open source license• Free of charge• Community supportSubscription Packs• Commercial license Team collaboration• Professional Support • Shared repository• Software Upgrades • Productivity features Mission-critical Business driven • Monitoring • Process templates • Error management • Custom profiles
  32. 32. SUBSCRIPTION PACK ADDED-VALUEAccelerate your project with productivity features: • Increase collaboration and communicate with your stakeholders and colleagues • Advanced productivity • Business process templates ensure fast progressSecure your project from the beginning: • Incident management • Bug fixing 32
  33. 33. BONITA OPEN SOLUTION EDITIONS Subscription Packs Open Source Teamwork Efficiency Performance For first projects Collaborative environments Advanced environments Mission-critical• Graphical modeling • Shared repository• User preferences • Development productivity Teamwork• Connectors, e.g.: • Documentation generation Email, Secure Web Services, Drools • • Search Custom reports & + Efficiency• Form designer• BPMN 2.0 • dashboards LDAP synchronization • Custom profiles +• Versioning • Secure graphical • Process templates:• Simulation Web Services discovery HR, Finance, Quality• Multi-tenancy • Salesforce Connector & IT management• Widget hints, tooltips • Built-in document mgmnt. • Enterprise document • Resource monitoring• Online documentation • Generate PDF from data management (CMIS) • Process monitoring• User guidance • Custom look-n-feel • SAP Connector • Error management • Gold professional support • Gold or platinum • Gold or platinum professional support professional support 33
  34. 34. CUSTOMER SUPPORT LEVELSSupport levels Gold PlatinumSupport Hours 9am to 5pm on business days 24/7Number of Contacts 2 5Support Portal Yes YesPhone Support No YesNumber of Cases Unlimited UnlimitedInitial Response Time (S1) 3 business hours 2 hoursPatches Yes YesOnline Resources Getting started guides Full access to Knowledge Base 34
  35. 35. TIME ZONES OF REFERENCEFrom GMT+1 (CET) Paris Berlin Madrid To GMT-8 (PT)San Francisco Los Angeles Vancouver 35
  36. 36. ACCELERATE YOUR BUSINESS SOLUTIONSCorporate Function Process TemplatesHuman Resources- Recruitment & Selection- On-boarding- Paid Time-OffCorporate Finance- Procure-to-PayQuality Management- Process GovernanceIT Management- Claims ManagementMore to come … 36
  37. 37. QUESTIONS 37
  38. 38. THANK YOU, AND…Stay connected with us! CORPORATE WEBSITE OPEN SOURCE COMMUNITY • Product & Services descriptions • Forums • References & Use Cases • Contributions • Webinars & White papers • Source Code youtube.com/ twitter.com/ linkedin.com/groups? facebook.com/ bonitasoft bonitasoft gid=3182097 bonitasoftbpm 38

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