The document summarizes a CFO Summit event on process automation that took place on February 15, 2012. The event was intended to share knowledge on process automation topics through subject matter experts and provide networking opportunities for CFO community members. Presentations were given on application automation, SharePoint, and enterprise business process management. Process automation can provide organizations with increased efficiency, visibility, consistency, satisfaction, and compliance.

1. CFO SUMMIT SERIES – PROCESS AUTOMATION
WEDNESDAY, FEBRUARY 15, 2012

2.  To share knowledge and information
 To showcase various topics, with the help of
subject matter experts
 Provide a forum for networking and new
perspectives to the CFO community

3.  Introductions
 Grantley Smith – Application Automation
 Neelesh Mistry - SharePoint
 Blair Hicken – Enterprise BPM
 Questions

4.  Established in 1988
 We are a business consulting company
specializing in solutions for the office of the
CFO
 Our Vision: Build long term relationships by
providing value and earning trust

5. Why Should You Care About
Process Automation?

7.  Efficiency
 less time spent on mundane tasks
 manage by exception
 Visibility
 management can see staff’s progress, makes planning easier
and ensures completion
 Consistency
 in following process, makes it easy to hire and train new staff
 Satisfaction
 retain customers and staff
 Compliance
 nothing falls through the cracks

9. Print from your
Windows
application
to Spindle Professional
What is Spindle Professional?

11. Business Collaboration Platform

12. Report filled out and uploaded to server
Send to manager(s) for their approval
If successful, reimburse the expenses

14. Out-of-Box
Workflows
• Ready to use
• Common
approval
scenarios
Out-of-Box
Customization
• Association
and initiation
settings
• Modify logic
in SharePoint
Designer
• Design forms
in InfoPath
Custom
Declarative
• Start from
scratch or
from existing
• New actions
• Task process
framework
• More types of
workflows
Custom
Activities
• Encapsulate
custom code
in new action
• Deploy in full
or partial trust
(as user code)
Custom Non-
Declarative
• Import
solution into
Visual Studio
• Advanced
modeling
• Hook up
workflow to
events

15. LOB
Integration
Industry
processes
Visual Studio 2010
Workflow Software Development Kit
Biztalk Server
complexsimple
ProfessionalWorkflowPowerEnd
DeveloperDesignerUserUser
Forms-based Actions
Email Notifications
Task Assignments
Document processes
Reviews
Weekly status reports
Custom Workflows
Service Requests
Asset Management
ISV Solutions / 3rd Party Add-Ons Embedded Workflow
Designers
Workflow
Engines
Case
Management
Frameworks
Rounting
Serial or parallel workflows
Approval workflows
Feedback Workflows
Office Server capabilities
List Management
Publishing Processes
Monitoring or Validation
TRACKING
Issue Management
Status monitoring
Out-Of-The-Box
Workflows
SEQUENCE
SEQUENCE

16. ©2009 Microsoft Corporation. All rights reserved. Microsoft, Excel, Groove, the Microsoft logo, SharePoint, and Your potential. Our passion are trademarks of the Microsoft group of companies. The
information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market
conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation.
MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

21. With business processes
automation you can
enable a full process to
strategize, execute,
monitor, and constantly
improve your business
processes & performance

22. Human Resources
•Time Card Processing
•Expense Report
Processing
•Payroll Processing
•First Day/Last Day
Management
•Recruitment Process
•Hiring & Orientation
•Succession Planning
•Benefits
Administration
•Performance Review
Finance
•Requisition
Management
•Capital Expenditure
Tracking
•Employee Expense
Management
•Regulatory Document
Management
•Property
Tracking/Accounting
•Internal Audit Process
•Claims Liquidation
Processing
•Check Request
Processing
•Real Estate
Management
•Asset & Knowledge
Management
Sales & Marketing
•Account Management
•Claims Processing
•Product Launch
Management
•Product Lifecycle
Management
•Installation
Management
•System Enhancement
Management
•Customer Acquisition
•Sales Planning
•Distribution/VAR
Management
•Global Product
Development
Management
•Publicity Management
Customer Management
•Service Agreement
Management
•Professional Service
Management
•Warranty
Management
•Call Center Service
•Repair Planning
Management
•Customer Lifecycle
Management
•Sales Channel
Management
•Inventory
Management
•Service Fulfillment