"Order Management in Retail, a real story". Presentation of Matteo Bordin, Principal Architect at Profesia Srl at the BPM Forum 2013 in Milan, introducing a business case and the BPM solution implemented by Profesia.

1. Profesia Copyright 2013BPMForum 18th June Milan
Order Management in Retail
a real story
The process: guarantor of the standard

2. Profesia Copyright 2013BPMForum 18th June Milan
Customer
Ametera is a manufacturing company whose
core business is the production of universal
vacuum cleaner dust bags.
Ametera is an SME from North-Eastern Italy
(Veneto Region) whose core business is the
production and marketing of universal dust bags for
vacuum cleaners, under the I-Genio Trade Mark.
I-Genio is the only
“made in Italy” product
that can be used on any
vacuum cleaner and has
been patented as such.

3. Profesia Copyright 2013BPMForum 18th June Milan
The Problem
The Problem
The customer, as a pre-requisite for
marketing its product through major
commercial resellers and distributors,
decided to make its marketing
processes compliant to the Euritmo
standard, thus increasing the
interoperability and semantic
accuracy of its fiscal documents, as
sell orders and invoices.
Objective
• Increase customer base
• Certify the customer to the
standard Euritmo
• Secure the communication
with the customer
• Improve the selling process
Constraints
• Minimum impact with the user
interface
• Reduce the changes into the
existing applications
• Low Cost
Solution
• Adopt BPM approach
• Create an application to
support missing data
• Corporate restructuring
process
The Solution
The customer would like to
measure the process
performance and find
bottle necks.

4. Profesia Copyright 2013BPMForum 18th June Milan
Euritmo
What it is:
Eurtimo is a WEB-EDI italian project, realized
by Indicod-ECR based on GS1 standard.
It uses the Web instead of a private network
and has three difference communication
approaches: via web, FTP, using a secure
communication.
Actors:
• Indicod-ECR: guarantee the standards.
• Service Providers: sell Euritmo services.
• Buyers and Sellers: use the services of
the service providers and partecipate to
the standard definition.
Why Not only EDI:
• EDI has not service providers.
• EDI standardizes only the messages.
• Euritmo defines also the infrastucture.
• Euritmo defines messages and
communication protocols.
• Euritmo standardizes the cost per
message.
Seller
A
Seller
B
Service
Provider
Seller
C
Buyer
A
Buyer
B
Buyer
C
Objectives:
• Increase the B2B electronic exchange in
the retail.
• Enable the standard to all retail actors.
• Reduce the cost per message.

5. Profesia Copyright 2013BPMForum 18th June Milan
BPM Choice
• Organizes the company
• Knowledge sharing
• Guarantees sales and deliveries
• Measures the process
• Identifies bottlenecks

6. Profesia Copyright 2013BPMForum 18th June Milan
The sub Process
Order
Check
Error Management
Error Management:
Details

7. Profesia Copyright 2013BPMForum 18th June Milan
Risks and Countermeasures
Risks Countermeasures
ERP Supplier managment Create a custom application
Too much information Design a process and define a
specific role
Too much operation Automate a lot of operations and
reduce human activities

8. Profesia Copyright 2013BPMForum 18th June Milan
Implemented processes in this phase
Publishing
Products
Catalog
Orders
Selling
Delivery Invoicing

9. Profesia Copyright 2013BPMForum 18th June Milan
Development Process
1. Services’ definition and
manual approach.
2. Process Analysis and
Company organization,
deploy in production
without user interaction.
The process is essentially an
orchestrator of services.
3. Refine process Analysis and
deploy in production with
user interaction.
4. Refine process Analysis,
deploy in production with
implemented security
scenarios.

10. Profesia Copyright 2013BPMForum 18th June Milan
DB
Technical Solution
Euritmo
Message
Creation
Euritmo
Comunication
Interact
with users
Automate
applications
Automate
applications
Verify Data
ToDo List
ERP Office
Automation

11. Profesia Copyright 2013BPMForum 18th June Milan
Lesson learned
• Still too much human interaction
– Reduce human interaction and reuse the same
information
– Increase the automated applications
• Post sales impact under estimated
– Change management
– Bugs improvements
– Message from customers

12. Profesia Copyright 2013BPMForum 18th June Milan
Roadmap next step
Price List
Order
confirmation
Analyze
customer
stock
PreOrder
(Selling
offer)

13. Profesia Copyright 2013BPMForum 18th June Milan
Solutions
• Project became a product «BPM4Euritmo» by
Profesia
– Off The Shelf
• Process Template
• Integration Framework

14. Profesia Copyright 2013BPMForum 18th June Milan
Conclusion
• BPM decouples process from technology
• Ease communication with customer
• Quick alignment to business strategies
• Affordable

15. Profesia Copyright 2013BPMForum 18th June Milan
Questions
BPM: Business Process Management
Process Modelling +
Process Execution +
Process Monitoring =
Company Management
Profesia srl
Email: contact@profesia.it
Tel 011-19879273
Indirizzo:Via Strada Muson 2/C – 31011 Asolo (TV)
Piva: IT-10815820013