Business teams are demanding it, management is insisting on it, and you and the IT team already just know it. What is “it”? Digitizalization and automation of your company’s critical processes. Should you start with just a part of a process? A full end-to-end process? With which tools? BPM, RPA, case management? Process modeling seems complicated; processes are unclear, no one really knows where they start, where they end, or where they are at. Or they are incredibly complex, with data scattered across your systems, new and legacy both, or limited by inconsistencies. Help is at hand! Bruno Citti from the Process Drivers Club (Club des Pilotes de Processus) explains how to “think process,” adopt the right mindset, and implement a process automation and digitization project from scratch.

1. WEBINAR
DIGITALIZE YOUR PROCESSES IN 2020
29/10/2020
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2. AGENDA
I. Introduction
II. Concepts and definitions
III. The reality, seen from the field
IV. Some good practices from experience
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3. INTRODUCTION
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4. PROCESS PILOTS CLUB …
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… IN SOME WORDS
Annual Meetings
Process Maturity Model
Process Management Guide
Monthly Plenaries
Key Process Evaluation Repository
Books, magazines, papers, …
Bonitasoft / C2P – Digitize your processes in 2020 with the Process Drivers Club

5. CONCEPTS AND DEFINITIONS
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6. What does the term Process Digitalization mean to you?
CONCEPTS AND DEFINITIONS
WHY TALK ABOUT PROCESS TODAY ?
6 Bonitasoft / C2P – Digitize your processes in 2020 with the Process Drivers Club

7. From a few sentences exchanged or heard ...…
CONCEPTS AND DEFINITIONS
WHY TALK ABOUT PROCESS TODAY ?
7 Bonitasoft / C2P – Digitize your processes in 2020 with the Process Drivers Club

8. ... to concepts, offers and stakeholders
CONCEPTS AND DEFINITIONS
WHY TALK ABOUT PROCESS TODAY ?
8 Bonitasoft / C2P – Digitize your processes in 2020 with the Process Drivers Club

9. Towards a new approach of Process Digitalization ...
… according to the trilogy Process / Data / Interfaces
Process
Data
Interfaces
CONCEPTS AND DEFINITIONS
WHY TALK ABOUT PROCESS TODAY ?
9 Bonitasoft / C2P – Digitize your processes in 2020 with the Process Drivers Club

10. Illustrative case in healthcare : Focus Process
Process
Data
Interfaces
CONCEPTS AND DEFINITIONS
WHY TALK ABOUT PROCESS TODAY ?
10 Bonitasoft / C2P – Digitaliser ses Processus en 2020 avec le Club des Pilotes de Processus – 27/10/2020
Health

11. Illustrative case in Bank & Insurance : Focus Data
Process
Data
Interfaces
CONCEPTS AND DEFINITIONS
WHY TALK ABOUT PROCESS TODAY ?
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Bank & Insurance
Bonitasoft / C2P – Digitize your processes in 2020 with the Process Drivers Club

12. Illustrative case in manufacturing : Focus Interfaces
Process
Data
Interfaces
CONCEPTS AND DEFINITIONS
WHY TALK ABOUT PROCESS TODAY ?
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Industry
Bonitasoft / C2P – Digitize your processes in 2020 with the Process Drivers Club

13. THE REALITY, SEEN FROM THE FIELD
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14. To have an overview of the structuring processes of the organization ...
 Documentary workflow
 Workflow form
 Business workflow
... as well as their interactions ...
 Users, actors and pilots
 Business applications
 Sources of information
... to optimize and automate them as much as possible in order to bring
additional value to the organization by improving its performance, productivity
and quality of service to the customer
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THE REALITY, SEEN FROM THE FIELD
BUSINESS PROCESS MANAGEMENT – WORKFLOW ORIENTED APPROACH
Bonitasoft / C2P – Digitize your processes in 2020 with the Process Drivers Club

15. THE REALITY, SEEN FROM THE FIELD
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CASE MANAGEMENT – CASES ORIENTED PRINCIPLES
Accountability of the actors
 Taking care and dealing with cases ...
 ... with a great autonomy until their closing
Contingency Management
 Allow status change ...
 ... at any time without a predetermined path
Adaptation to the context
 Execute rules and activities ...
 ... depending on the case to be delt with
ACTORS
DATA
TASKS
SECURITY
MANAGEMENT
EVENTS
DASHBOARDS
PROCESSES
Bonitasoft / C2P – Digitize your processes in 2020 with the Process Drivers Club

16. THE REALITY, SEEN FROM THE FIELD
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« BPM / PROCESSUS » AND « CM / CASE MANAGEMENT » APPROACHES
From CASE MANAGEMENT …
 « Data Centric » approach
… to BUSINESS PROCESS MANAGEMENT
 « Process Centric » approach
… according to
 Two distinct approaches ...
 ... sharing common elements Case Management
Data Centric
Business Process Management
Process Centric
Bonitasoft / C2P – Digitize your processes in 2020 with the Process Drivers Club

17. THE REALITY, SEEN FROM THE FIELD
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BUSINESS PROCESS MANAGEMENT – BPMN NOTATION
The OMG (UML, CMMN, ...) has specified
the Business Process Management in the
"Business Process Model Notation" (BPMN)
BPMN describes the concepts of Business
Process Management and the rules for
modeling processes in a logic of
standardization
The current version 2.0 of this standard
was published in December 2013
Bonitasoft / C2P – Digitize your processes in 2020 with the Process Drivers Club

18. THE REALITY, SEEN FROM THE FIELD
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CASE MANAGEMENT – CMMN NOTATION
The OMG (UML, BPMN, ...) has specified
Case Management in the “Case
Management Model Notation” (CMMN)
The CMMN describes the concepts of Case
Management as well as the rules for
modeling cases in a logic of standardization
The final version 1.1 of this standard was
published in December 2016
Bonitasoft / C2P – Digitize your processes in 2020 with the Process Drivers Club

19. THE REALITY, SEEN FROM THE FIELD
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TOWARDS PLATFORM CONVERGENCE BPCM
A centralized repository
 Associates data, documents and comments of the process steps ...
 ... according to a Business Centric approach
Adaptive processes
 From the BPMN structured approach ...
 ... to a more flexible approach
The dynamic management of the actors
 Filters and profiles ...
 ... bringing a dynamic logic
A generic application
 A user interface ...
 ... based on a flexible and scalable portal architecture
Bonitasoft / C2P – Digitize your processes in 2020 with the Process Drivers Club

20. THE REALITY, SEEN FROM THE FIELD
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INTERACTIONS, PROCESS AND AGILITY
AUTOMATION
PERFORMANCE
PROCESS MODELING
SATISFACTION
Agility
(Digitalization, re-engineering
opportunities, constraints, ...)
User experience
(Journey, satisfaction, …)
3 STRATEGIC CHALLENGES
Improve operational
excellence
(Continuous Improvement Loop)
Knowledge
User experience
Risk and performance management
Optimization
Bonitasoft / C2P – Digitize your processes in 2020 with the Process Drivers Club

21. THE REALITY, SEEN FROM THE FIELD
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FROM BPM / BUSINESS PROCESS MANAGEMENT TO IPA / INTELLIGENT PROCESS AUTOMATION
From BPM / Business Process Management et CM / Case
Management …
… to IPA / Intelligent Process Automation :
 Workflow, Business Process Automation
 Artificial Intelligence
 Robotic Process Automation
 Application Integration, API Management
Bonitasoft / C2P – Digitize your processes in 2020 with the Process Drivers Club

22. SOME GOOD PRACTICES FROM EXPERIENCE
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23. SOME GOOD PRACTICES FROM EXPERIENCE
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KEYS TO SUCCESS
Processes digitalization according to a specific approach aiming at :
 Give careful attention to the preliminary phases (Kickoff and Design) to assure
a solid foundation for acceleration and development
 Favour direct interventions, particularly during the scoping and design phases
by providing a study and project scoping workshop (following the kick-off) and
a functional design workshop
 Leverage an iterative mode of operation during the development phase in
order to produce intermediate versions and avoid the tunnel effect
 Share intermediate versions with Key Users at the end of each iteration for
validation in a consensus mode
 Involve the best available skills in BPM / RPA / AI in order to ensure optimal
quality of achievements
Bonitasoft / C2P – Digitize your processes in 2020 with the Process Drivers Club

24. SOME GOOD PRACTICES FROM EXPERIENCE
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AN APPROACH WITH TOOLS : PROCESS MATURITY MODEL (C2PMM)
Maturity Model of Process Pilots Club (C2PMM)
 Fill in the provided questionnaire
 Interpret the results according to the Observatory's analyses
 Elaborate strategies to take action
Bonitasoft / C2P – Digitize your processes in 2020 with the Process Drivers Club

25. SOME GOOD PRACTICES FROM EXPERIENCE
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AN APPROACH WITH TOOLS : KEY PROCESS EVALUATION REPOSITORY (KPE)
Key Process Evaluation Repository (KPE)
 Focusing on a key or strategic process and identifying key areas for improvement
 Benefit from external and expert insight and benchmark against other similar processes
 Integrate, raise awareness and enhance the value of the actors in the process
Bonitasoft / C2P – Digitize your processes in 2020 with the Process Drivers Club

26. THANK YOU FOR YOUR ATTENTION
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Bruno CITTI – bcitti@club-pilotesdeprocessus.org
Nicolas RIGAUD – nicolas.rigaud@bonitasoft.com