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DOCFLOW YUBIK

DocFlow YUBIK
Product overview

AGILE TECHNOLOGY FOR AGILE ENTERPRISES – YUBIK powered by DocFlow

www.docf...
DOCFLOW YUBIK

[SUMMARY]
• DOCFLOW VISION ON (DYNAMIC)
CASE MANAGEMENT
• YUBIK HIGHLIGHTS
• YUBIK UI PREVIEW

AGILE TECHNO...
DOCFLOW YUBIK

DOCFLOW VISION
AGILE TECHNOLOGY FOR AGILE ENTERPRISES – YUBIK powered by DocFlow
DOCFLOW YUBIK

[THE PROCESS QUADRANT]
Undefined Output

Matter-Based
Processes

CollaborationBased
Processes

Low variabil...
DOCFLOW YUBIK
Undefined Output

CRM PROCESSES
LEGAL MATTERS
PROCUREMENT

BUDGET PLANNING
BUSINESS DEVELOPMENT
QUALITY ASSU...
DOCFLOW YUBIK
Undefined Output

PROCESSI CRM

DEFINIZIONE BUDGET A/V

LEGAL MATTERS

SVILUPPO BUSINESS

DCM

BPM

PROCUREM...
DOCFLOW YUBIK
Undefined Output

DCM

BPM

Custom Tailored Workflow
Collaborative Process

Low variability

BPA

A

B

C

T...
DOCFLOW YUBIK
Need
definition

Budget
Approval

Purchase
Request Def

RFP Definition

Budget
Definition
Process

RFP

Cont...
DOCFLOW YUBIK
Undefined Output
Need Assessment
Feasibility Study
Budget Definitiont

Investment
Approval

Contract
Prepara...
DOCFLOW YUBIK

[DCM SCOPE]
 PURCHASE / SALES BUDGET DEFINITION ACTIVITIES
 SALES FORECAST DEFINITION ACTIVITIES
 LEGAL ...
DOCFLOW YUBIK

YUBIK, DOCFLOW’S DCM
AGILE TECHNOLOGY FOR AGILE ENTERPRISES – YUBIK powered by DocFlow
DOCFLOW YUBIK
EVEN IF EVENTS ARE NUMEROUS AND
DIFFERENT, STRUCTURES ARE FEW AND
REPETITIVE

AGILE TECHNOLOGY FOR AGILE ENT...
DOCFLOW YUBIK

[EXAMPLE 1: COMPLAINS]

Variable

Standard

AGILE TECHNOLOGY FOR AGILE ENTERPRISES – YUBIK powered by DocFl...
DOCFLOW YUBIK

[EXAMPLE 2: INBOUND CORRESPONDENCE]
Variable

Standard

AGILE TECHNOLOGY FOR AGILE ENTERPRISES – YUBIK powe...
DOCFLOW YUBIK

[COMPOSABLE PROCESSES]
• Taking part to a project, interacting to
achieve a common objective means to
share...
DOCFLOW YUBIK
[FULLY DESTRUCTURED USAGE
USE CASE 1: BUDGET EXPLORATION]

AGILE TECHNOLOGY FOR AGILE ENTERPRISES – YUBIK po...
DOCFLOW YUBIK
Explore proposals
Oleogram – 1week

Would you please look after this?
Marchetti
Do you have anything similar...
DOCFLOW YUBIK

Budget 2012
Explorations

AGILE TECHNOLOGY FOR AGILE ENTERPRISES – YUBIK powered by DocFlow
DOCFLOW YUBIK
RFP deadline

[FULLY DESTRUCTURED USAGE
USE CASE 2: RFP RESPONSE]
Prepare administrative doumentation

RFP
S...
DOCFLOW YUBIK

Request

Ask a question

Reminder

[FULLY DESTRUCTURED USAGE]

AGILE TECHNOLOGY FOR AGILE ENTERPRISES – YUB...
DOCFLOW YUBIK

YUBIK UI PREVIEW
AGILE TECHNOLOGY FOR AGILE ENTERPRISES – YUBIK powered by DocFlow
DOCFLOW YUBIK

[Creation of a new case type]

AGILE TECHNOLOGY FOR AGILE ENTERPRISES – YUBIK powered by DocFlow
DOCFLOW YUBIK

[Using a case]

AGILE TECHNOLOGY FOR AGILE ENTERPRISES – YUBIK powered by DocFlow
DOCFLOW YUBIK

[Home - hitlist]
Toolbar

Event log

Metadata
Work Area

AGILE TECHNOLOGY FOR AGILE ENTERPRISES – YUBIK pow...
DOCFLOW YUBIK

[Detail - process]

AGILE TECHNOLOGY FOR AGILE ENTERPRISES – YUBIK powered by DocFlow
DOCFLOW YUBIK

[Creation of a new case type]

AGILE TECHNOLOGY FOR AGILE ENTERPRISES – YUBIK powered by DocFlow
DOCFLOW YUBIK

[Browsing for a case]
Full text
search

Treeview

Refinement
panel
Hitlist

AGILE TECHNOLOGY FOR AGILE ENTE...
DOCFLOW YUBIK
Thank

you

EMAIL: marketing@docflow.it
TEL:
+ 39 02 57 50 33 66

www.docflow.com
AGILE TECHNOLOGY FOR AGILE...
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YUBIK | product overview

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YUBIK | product overview

  1. 1. DOCFLOW YUBIK DocFlow YUBIK Product overview AGILE TECHNOLOGY FOR AGILE ENTERPRISES – YUBIK powered by DocFlow www.docflow.com
  2. 2. DOCFLOW YUBIK [SUMMARY] • DOCFLOW VISION ON (DYNAMIC) CASE MANAGEMENT • YUBIK HIGHLIGHTS • YUBIK UI PREVIEW AGILE TECHNOLOGY FOR AGILE ENTERPRISES – YUBIK powered by DocFlow
  3. 3. DOCFLOW YUBIK DOCFLOW VISION AGILE TECHNOLOGY FOR AGILE ENTERPRISES – YUBIK powered by DocFlow
  4. 4. DOCFLOW YUBIK [THE PROCESS QUADRANT] Undefined Output Matter-Based Processes CollaborationBased Processes Low variability High variability Transaction-Based Processes Project-Based Processes Defined Output AGILE TECHNOLOGY FOR AGILE ENTERPRISES – YUBIK powered by DocFlow
  5. 5. DOCFLOW YUBIK Undefined Output CRM PROCESSES LEGAL MATTERS PROCUREMENT BUDGET PLANNING BUSINESS DEVELOPMENT QUALITY ASSURANCE NC/CAPA COMPENSATION MANAGEMENT SALES/MARKETING High variability Low variability ACCOUNT RECEIVABLE/ PAYABLE PAYROLL PROCESSES REGULATORY AFFAIRS COMPLIANCE MODELS MATERIAL REQUIREMENTS PLANNING SUPPLY CHAIN MANAGEMENT PRODUCT DESIGN LIFECYCLE INDUSTRIALIZATION PROCESSES Defined Output AGILE TECHNOLOGY FOR AGILE ENTERPRISES – YUBIK powered by DocFlow
  6. 6. DOCFLOW YUBIK Undefined Output PROCESSI CRM DEFINIZIONE BUDGET A/V LEGAL MATTERS SVILUPPO BUSINESS DCM BPM PROCUREMENT QUALITY ASSURANCE NC/CAPA COMPENSATION MANAGEMENT Low variability SALES/MARKETING High variability BPA PROCESSI AFC REGULATORY AFFAIRS PROCESSI PAYROLL ERP MODELLI COMPLIANCE BPM MATERIAL REQUIREMENTS PLANNING SUPPLY CHAIN MANAGEMEN T PROGETTAZIONE TECNICA PROCESSI DI INDUSTRIALIZZAZIONE Defined Output AGILE TECHNOLOGY FOR AGILE ENTERPRISES – YUBIK powered by DocFlow
  7. 7. DOCFLOW YUBIK Undefined Output DCM BPM Custom Tailored Workflow Collaborative Process Low variability BPA A B C Transactional Process ERP D Output focused Defined Output BPM AGILE TECHNOLOGY FOR AGILE ENTERPRISES – YUBIK powered by DocFlow High variability
  8. 8. DOCFLOW YUBIK Need definition Budget Approval Purchase Request Def RFP Definition Budget Definition Process RFP Contract E-procurem. Portal Investment Plan Approval CAPEX Approval Feasibility studies Purchase Request registration to ERP RFP Contract Management OPEX Approval DOCFLOW SAP Purchase Order Technical Documentation Archiving and Approval OTHER AGILE TECHNOLOGY FOR AGILE ENTERPRISES – YUBIK powered by DocFlow Purchase Order Release
  9. 9. DOCFLOW YUBIK Undefined Output Need Assessment Feasibility Study Budget Definitiont Investment Approval Contract Preparation Purchase Request Approval Low variability High variability Investiments written to SAP Purchase Request Registration RFP Technical Documentation Order Defined Output AGILE TECHNOLOGY FOR AGILE ENTERPRISES – YUBIK powered by DocFlow
  10. 10. DOCFLOW YUBIK [DCM SCOPE]  PURCHASE / SALES BUDGET DEFINITION ACTIVITIES  SALES FORECAST DEFINITION ACTIVITIES  LEGAL INVESTIGATIONS  NEW PRODUCS / SERVICES DEVELOPMENT  PROJECT MANAGEMENT  CUSTOMER COMPLAINS RESOLUTION ACTIVITIES  MERGE AND ACQUISITION … AGILE TECHNOLOGY FOR AGILE ENTERPRISES – YUBIK powered by DocFlow
  11. 11. DOCFLOW YUBIK YUBIK, DOCFLOW’S DCM AGILE TECHNOLOGY FOR AGILE ENTERPRISES – YUBIK powered by DocFlow
  12. 12. DOCFLOW YUBIK EVEN IF EVENTS ARE NUMEROUS AND DIFFERENT, STRUCTURES ARE FEW AND REPETITIVE AGILE TECHNOLOGY FOR AGILE ENTERPRISES – YUBIK powered by DocFlow
  13. 13. DOCFLOW YUBIK [EXAMPLE 1: COMPLAINS] Variable Standard AGILE TECHNOLOGY FOR AGILE ENTERPRISES – YUBIK powered by DocFlow
  14. 14. DOCFLOW YUBIK [EXAMPLE 2: INBOUND CORRESPONDENCE] Variable Standard AGILE TECHNOLOGY FOR AGILE ENTERPRISES – YUBIK powered by DocFlow
  15. 15. DOCFLOW YUBIK [COMPOSABLE PROCESSES] • Taking part to a project, interacting to achieve a common objective means to share a process characterized by a composable structure. • Processes can be split in atomic units. • Variability of these processes actually shows up in standard and recurring interactions (approval requests, audit actions definitions, coediting of documents, etc..). AGILE TECHNOLOGY FOR AGILE ENTERPRISES – YUBIK powered by DocFlow
  16. 16. DOCFLOW YUBIK [FULLY DESTRUCTURED USAGE USE CASE 1: BUDGET EXPLORATION] AGILE TECHNOLOGY FOR AGILE ENTERPRISES – YUBIK powered by DocFlow
  17. 17. DOCFLOW YUBIK Explore proposals Oleogram – 1week Would you please look after this? Marchetti Do you have anything similar? Docflow Ok, check in september Can I have a quote? Budget 2012 Explorations Docflow September: proposal approval RAI AGILE TECHNOLOGY FOR AGILE ENTERPRISES – YUBIK powered by DocFlow
  18. 18. DOCFLOW YUBIK Budget 2012 Explorations AGILE TECHNOLOGY FOR AGILE ENTERPRISES – YUBIK powered by DocFlow
  19. 19. DOCFLOW YUBIK RFP deadline [FULLY DESTRUCTURED USAGE USE CASE 2: RFP RESPONSE] Prepare administrative doumentation RFP Silvia Technical questions Davide caricati Andrea cera, Altri Setup a demo environment Davide caricati AGILE TECHNOLOGY FOR AGILE ENTERPRISES – YUBIK powered by DocFlow
  20. 20. DOCFLOW YUBIK Request Ask a question Reminder [FULLY DESTRUCTURED USAGE] AGILE TECHNOLOGY FOR AGILE ENTERPRISES – YUBIK powered by DocFlow
  21. 21. DOCFLOW YUBIK YUBIK UI PREVIEW AGILE TECHNOLOGY FOR AGILE ENTERPRISES – YUBIK powered by DocFlow
  22. 22. DOCFLOW YUBIK [Creation of a new case type] AGILE TECHNOLOGY FOR AGILE ENTERPRISES – YUBIK powered by DocFlow
  23. 23. DOCFLOW YUBIK [Using a case] AGILE TECHNOLOGY FOR AGILE ENTERPRISES – YUBIK powered by DocFlow
  24. 24. DOCFLOW YUBIK [Home - hitlist] Toolbar Event log Metadata Work Area AGILE TECHNOLOGY FOR AGILE ENTERPRISES – YUBIK powered by DocFlow
  25. 25. DOCFLOW YUBIK [Detail - process] AGILE TECHNOLOGY FOR AGILE ENTERPRISES – YUBIK powered by DocFlow
  26. 26. DOCFLOW YUBIK [Creation of a new case type] AGILE TECHNOLOGY FOR AGILE ENTERPRISES – YUBIK powered by DocFlow
  27. 27. DOCFLOW YUBIK [Browsing for a case] Full text search Treeview Refinement panel Hitlist AGILE TECHNOLOGY FOR AGILE ENTERPRISES – YUBIK powered by DocFlow
  28. 28. DOCFLOW YUBIK Thank you EMAIL: marketing@docflow.it TEL: + 39 02 57 50 33 66 www.docflow.com AGILE TECHNOLOGY FOR AGILE ENTERPRISES – YUBIK powered by DocFlow

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