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Alfresco Activiti BPM
Simple and Smart Business Process Management
Paul Holmes-Higgin
General Manager, Activiti
Roadmap Disclaimer
•  The information contained in these presentations is intended to outline
general product direction and should not be relied upon in making
purchasing decisions.
•  The content is for informational purposes only and may not be
incorporated into any contract.
•  The information presented is not a commitment, promise, or legal
obligation to deliver any material, code or functionality.
•  Any references to the development, release, and timing of any features or
functionality described for these products remains at Alfresco's sole
discretion.
•  Product capabilities, timeframes and features are subject to change and
should not be viewed as Alfresco commitments. 
From
 To
Collaborative WorkIndividual Tasks
IT Ownership

The Market
View: The
Modernization
of BPM

Business Ownership
Structured Dynamic and Intelligent
Process Only Process + Content + People
Source: Gartner BPM Summit (London 2015)
ModernBPM
Modern
BPM
Requirements
Business Users
Consumer-like experience
Self-sufficiency (“citizen developers,” “low code”)

IT
Minimal IT involvement
Easy deployment and integration

Companies
Process coverage and compliance
Greater agility and flexibility
Legacy BPM Systems Fail to Deliver
Legacy
Low User Adoption IT Complexity Too Rigid
Non-intuitive, outdated interfaces
Heavy reliance on IT
Lack of process coverage
Proprietary systems
Long, costly deployments
Complex ongoing management
Hard to collaborate
Hard to deviate from routine
Hard to respond to changing market
and business demands
Alfresco Activiti
Increase efficiency and agility with a 

modern BPM platform for business users and IT 
Greater User Adoption
 Less Complexity
 More Process Coverage
Choice of Process Modeler
Step Editor
 BPMN Editor
Forms
Forms Editor
Forms Library
Forms Editor
ProcessAnalytics
Process Heat Map
Process Reports
Business
Process
Management
Forms

Library
Forms

Editor
Task

Manager
Step

Editor
BPM

Editor
Analytics
Alfresco Activiti
Content + Process + People
ECM+BPM
Enterprise
Content
Management
Security
Content
Store
Records
Mgt
Meta
Data
Search
Alfresco One
Workflow
(Activiti)
Processing
Loan processing
Request processing
Incident processing

Operations
Purchase to pay
Service fulfillment

Onboarding
Client onboarding
Employee onboarding
Student onboarding

Governance and Compliance
Retention and disposition
Regulatory compliance
Data reporting
Customer

Applications
UseCases
AlfrescoCustomer
This financial services firm wanted a simpler, more efficient
alternative to their complex BPM systems. Many processes were
coded on the fly, making them inconsistent and hard to maintain
and troubleshoot. 
•  Introduced Alfresco Activiti to help manage global agency
broker and clearing processes
•  Developed new processes and will retro-engineer existing
processes to conform with common standard

•  Goals are to bring more order to process management, "
cut operational and tech costs, and increase productivity
French Multinational Banking and Financial
Services Company
AlfrescoCustomer
This financial services leader was dissatisfied with its legacy
BPM solutions, which were proprietary, costly, and lacking in
innovation and vendor follow-through.
•  Migrated from Activiti Community Edition to Alfresco Activiti,
an open platform with enterprise-grade features and support

•  Standardized on Alfresco Activiti for key wealth management
applications that move millions of dollars daily
•  Goal is to realize millions in TCO savings, working closely with
Alfresco to define and meet innovation needs
AlfrescoCustomer
Swiss Global Financial Services Company
Roadmap
2015
 2016	
  
Q2
 Q3
 Q4
 Q1
 Q2
Activiti 1.3
v  Checklists with sub tasks
v  Box Connector
v  Task UX with quick filters
v  Ad hoc Attach Forms
v  Document generation
v  Business calendar 
Activiti 1.4
v  Business rules
v  Box and Google Metadata
v  iOS Task App 
v  Save Step as BPMN
v  Variable Mapping
Activiti 2.0+
v  V6 Next Gen BPM Engine
v  Dynamic processes
v  Predictive analytics
Continuous
v  Forms enhancements
v  Alfresco ECM integration
Activiti 1.5
v  Data Services & Modeling
v  Custom Reports
v  Hybrid Cloud Processes
Demo
https://youtu.be/t3XHibMNJK4
Summary
 Alfresco Activiti

Business Users
Take ownership of process applications 

with intuitive, flexible tool 

IT
Consolidate on a modern, scalable BPM
solution that’s easy to integrate

Companies
Drive bottom line growth with increased
efficiency, agility and customer satisfaction
Thank you
@paulrhh
Condividi su
#AlfrescoDayRoma

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Alfresco Day Roma 2015: Alfresco Activiti

  • 1. Alfresco Activiti BPM Simple and Smart Business Process Management
  • 3. Roadmap Disclaimer •  The information contained in these presentations is intended to outline general product direction and should not be relied upon in making purchasing decisions. •  The content is for informational purposes only and may not be incorporated into any contract. •  The information presented is not a commitment, promise, or legal obligation to deliver any material, code or functionality. •  Any references to the development, release, and timing of any features or functionality described for these products remains at Alfresco's sole discretion. •  Product capabilities, timeframes and features are subject to change and should not be viewed as Alfresco commitments. 
  • 4. From To Collaborative WorkIndividual Tasks IT Ownership The Market View: The Modernization of BPM Business Ownership Structured Dynamic and Intelligent Process Only Process + Content + People Source: Gartner BPM Summit (London 2015)
  • 5. ModernBPM Modern BPM Requirements Business Users Consumer-like experience Self-sufficiency (“citizen developers,” “low code”) IT Minimal IT involvement Easy deployment and integration Companies Process coverage and compliance Greater agility and flexibility
  • 6. Legacy BPM Systems Fail to Deliver Legacy Low User Adoption IT Complexity Too Rigid Non-intuitive, outdated interfaces Heavy reliance on IT Lack of process coverage Proprietary systems Long, costly deployments Complex ongoing management Hard to collaborate Hard to deviate from routine Hard to respond to changing market and business demands
  • 7. Alfresco Activiti Increase efficiency and agility with a 
 modern BPM platform for business users and IT Greater User Adoption Less Complexity More Process Coverage
  • 8. Choice of Process Modeler Step Editor BPMN Editor
  • 11. Business Process Management Forms
 Library Forms
 Editor Task
 Manager Step
 Editor BPM
 Editor Analytics Alfresco Activiti Content + Process + People ECM+BPM Enterprise Content Management Security Content Store Records Mgt Meta Data Search Alfresco One Workflow (Activiti)
  • 12. Processing Loan processing Request processing Incident processing Operations Purchase to pay Service fulfillment Onboarding Client onboarding Employee onboarding Student onboarding Governance and Compliance Retention and disposition Regulatory compliance Data reporting Customer
 Applications UseCases
  • 13. AlfrescoCustomer This financial services firm wanted a simpler, more efficient alternative to their complex BPM systems. Many processes were coded on the fly, making them inconsistent and hard to maintain and troubleshoot. •  Introduced Alfresco Activiti to help manage global agency broker and clearing processes •  Developed new processes and will retro-engineer existing processes to conform with common standard •  Goals are to bring more order to process management, " cut operational and tech costs, and increase productivity French Multinational Banking and Financial Services Company
  • 14. AlfrescoCustomer This financial services leader was dissatisfied with its legacy BPM solutions, which were proprietary, costly, and lacking in innovation and vendor follow-through. •  Migrated from Activiti Community Edition to Alfresco Activiti, an open platform with enterprise-grade features and support •  Standardized on Alfresco Activiti for key wealth management applications that move millions of dollars daily •  Goal is to realize millions in TCO savings, working closely with Alfresco to define and meet innovation needs AlfrescoCustomer Swiss Global Financial Services Company
  • 15. Roadmap 2015 2016   Q2 Q3 Q4 Q1 Q2 Activiti 1.3 v  Checklists with sub tasks v  Box Connector v  Task UX with quick filters v  Ad hoc Attach Forms v  Document generation v  Business calendar Activiti 1.4 v  Business rules v  Box and Google Metadata v  iOS Task App v  Save Step as BPMN v  Variable Mapping Activiti 2.0+ v  V6 Next Gen BPM Engine v  Dynamic processes v  Predictive analytics Continuous v  Forms enhancements v  Alfresco ECM integration Activiti 1.5 v  Data Services & Modeling v  Custom Reports v  Hybrid Cloud Processes
  • 17. Summary Alfresco Activiti Business Users Take ownership of process applications 
 with intuitive, flexible tool IT Consolidate on a modern, scalable BPM solution that’s easy to integrate Companies Drive bottom line growth with increased efficiency, agility and customer satisfaction