Bonitasoft is a BPM platform provider with over 3 million downloads, 120,000 community members, and 1,000 clients in 75 countries. Their platform allows for rapid development of dynamic, adaptable "living applications" through a graphical tooling. It provides benefits such as faster development, easier maintenance through live updates, and empowering users. Examples of how customers use the platform include credit card application processing in under 30 minutes, management of 500,000 medical expense declarations annually, and monitoring of 100,000 insurance policyholders.

1. March 17th 2016
Philippe Lecourtier – Senior Account Manager Switzerland
Olivia Halimi – Partner Program and Network Manager
Smartwave / Bonitasoft
in Lausanne

2. Agenda
- Who are we?
- Financial Services Exemples

3. International presence, since 7 years
+3,000,000
product downloads
+120,000
community
members
+1,000
clients
+100
employees
170
partners
75
countries

4. 1,000+ customers in 75+ countries
INSURANCE FINANCIAL INDUSTRY &
TRANSPORT
RETAIL
COMMUNICATION
EDUCATION GOVERNMENT
& PUBLIC SERVICES

5. BPM-Based Application Platform

6. Business people get exactly what they want
Engaging
applications
for end users
The
freedom to
change, any
time
Competitive
advantage

7. You set your developers free
Graphical tooling
for developers
Add your own code
and extend the
tooling
Make modifications
on the fly

8. Build truly living applications
Static, rigid, hard-coded.
Hard to adapt. Easy to break.
A living business application.
Dynamic, real-time,
Adaptable.
VS.

9. “Living Applications” with Bonita BPM
Create and updatecontinuously business applications
+ +
Decoupling Principle
Business Logic
Processes, connectors,
scripts, actors, rules,
events, parameters
Business Data
Business objects
and data model
User Interfaces
Mobile, web pages, forms,
look & feel, menus, analytics

10. Applications,
Not a generic portal
Tailored Interfaces,
Easy to model, reusable
Actors
Parameters
Connectors
Forms
Pages
Look & Feel
Scripts
and more…
“Live” Updates,
No re-deployment
Freedom to extend
No rigid features
UI Designer

11. Key benefits
Develop
applications faster
and improve developer
productivity
Maintain
applications easier
and more affordably with
live updates
Empower
your users
with more accessible,
usable applications.
Improve business
efficiency
with rich monitoring
and reporting.

12. BPM-Based Business Application Platform
To be released in March
http://shop.oreilly.com/product/063692003
9402.do?sortby=publicationDate

13. Financial Services

14. Who?
• Departement-store Group
• Visa Card business line
• Tens stores spread over 4 countries
Why Bonita BPM?
• Agility in integration
• Custom report
• Extend processes
• Scalability
What objectives?
• Attract lots of clients at once
• Credit Card time delivery
• Handle activity peaks
• Prevent or detect fraud
Boost Business
for an Opening Region
Less than
30 min

15. Prospect
request Collect data Verification
(credit history) Analysis Approval
Biometric data
capture
General
Conditions
Printing and
delivery of the
credit card
Signature
Verification
(biometric Vs
personal data)
Department
Store new
customer
< 30 minutes and
compliant with legal rules
Use Case: Credit card request for retailers

16. Who?
What objectives?
• Handle time pressure
• Unified system /
Digitalisation
• Standards for all parties
• Respecting Insurance
Regimes
Management of Declaration and
Reimbursement of Medical Expenses
500,000 15 Million
Why Bonita BPM?
• Easy connection with legacy system
• Performance
• Costs monitoring
• BPM back-bone orientation
3 Concentrateurs

18. Who?
• Insurance & Personnel Management Services
• For various sectors
What objectives?
• Monitoring policyholders via corporate clients
• Orchestrate contacts based on requests types
• Alignement with social regulation standards
Customer
Relationship & Satisfaction
100,000 4,000

19. Why Bonita BPM?
« We are very pleased to have made Bonita BPM the backbone of our
current and future organization. Apart from its very affordable price, we
chose Bonita BPM for functional coverage and integration flexibility. We
were reassured by the maturity of this product and its proven technology,
because there was no room for error in our critical project » CIO
Key results?
• Comitment of application users
• Forms aligned with reality faced by employees
• Create client history tracking
• Productivity
-30%
-30% to -60%
+300%

20. Many and varied
• Credit Demands management
• Credit Renegotiation management
• Taxes assignment for real estate owned by Bank
• Business offer unification over national campaigns
• Management of IT project inside a Bank
• …

21. A few ways our customers use Bonita BPM
ü Memberships
ü Client file management
ü After-sales service
ü User account processes
ü Human resources processes
ü Distributors’ compensation
ü E-invoice validation
ü Subcontractor on-boarding
ü Financial flows
ü Plant design and
construction process
ü Product life cycles
ü Online image purchases
ü Product portfolio mgmt.

22. Thank you.
Philippe Lecourtier – philippe.lecourtier@bonitasoft.com
Olivia Halimi – olivia.halimi@bonitasoft.com