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DOCFLOW YUBIK

DocFlow YUBIK
Product overview

AGILE TECHNOLOGY FOR AGILE ENTERPRISES – YUBIK powered by DocFlow

www.docflow.com
DOCFLOW YUBIK

[SUMMARY]
• DOCFLOW VISION ON (DYNAMIC)
CASE MANAGEMENT
• YUBIK HIGHLIGHTS
• YUBIK UI PREVIEW

AGILE TECHNOLOGY FOR AGILE ENTERPRISES – YUBIK powered by DocFlow
DOCFLOW YUBIK

DOCFLOW VISION
AGILE TECHNOLOGY FOR AGILE ENTERPRISES – YUBIK powered by DocFlow
DOCFLOW YUBIK

[THE PROCESS QUADRANT]
Undefined Output

Matter-Based
Processes

CollaborationBased
Processes

Low variability

High variability

Transaction-Based
Processes

Project-Based
Processes

Defined Output
AGILE TECHNOLOGY FOR AGILE ENTERPRISES – YUBIK powered by DocFlow
DOCFLOW YUBIK
Undefined Output

CRM PROCESSES
LEGAL MATTERS
PROCUREMENT

BUDGET PLANNING
BUSINESS DEVELOPMENT
QUALITY ASSURANCE NC/CAPA

COMPENSATION
MANAGEMENT

SALES/MARKETING

High variability

Low variability

ACCOUNT RECEIVABLE/
PAYABLE
PAYROLL PROCESSES

REGULATORY AFFAIRS

COMPLIANCE MODELS

MATERIAL
REQUIREMENTS
PLANNING
SUPPLY CHAIN
MANAGEMENT

PRODUCT DESIGN
LIFECYCLE
INDUSTRIALIZATION
PROCESSES

Defined Output
AGILE TECHNOLOGY FOR AGILE ENTERPRISES – YUBIK powered by DocFlow
DOCFLOW YUBIK
Undefined Output

PROCESSI CRM

DEFINIZIONE BUDGET A/V

LEGAL MATTERS

SVILUPPO BUSINESS

DCM

BPM

PROCUREMENT

QUALITY ASSURANCE NC/CAPA

COMPENSATION
MANAGEMENT

Low variability

SALES/MARKETING

High variability

BPA
PROCESSI AFC

REGULATORY AFFAIRS

PROCESSI PAYROLL

ERP

MODELLI COMPLIANCE

BPM

MATERIAL
REQUIREMENTS
PLANNING
SUPPLY
CHAIN
MANAGEMEN
T

PROGETTAZIONE TECNICA
PROCESSI DI
INDUSTRIALIZZAZIONE

Defined Output
AGILE TECHNOLOGY FOR AGILE ENTERPRISES – YUBIK powered by DocFlow
DOCFLOW YUBIK
Undefined Output

DCM

BPM

Custom Tailored Workflow
Collaborative Process

Low variability

BPA

A

B

C

Transactional Process

ERP

D
Output focused

Defined Output

BPM

AGILE TECHNOLOGY FOR AGILE ENTERPRISES – YUBIK powered by DocFlow

High variability
DOCFLOW YUBIK
Need
definition

Budget
Approval

Purchase
Request Def

RFP Definition

Budget
Definition
Process

RFP

Contract

E-procurem.
Portal
Investment
Plan
Approval

CAPEX
Approval

Feasibility
studies

Purchase
Request
registration
to ERP

RFP

Contract
Management

OPEX
Approval

DOCFLOW
SAP

Purchase
Order

Technical Documentation Archiving and Approval

OTHER

AGILE TECHNOLOGY FOR AGILE ENTERPRISES – YUBIK powered by DocFlow

Purchase
Order
Release
DOCFLOW YUBIK
Undefined Output
Need Assessment
Feasibility Study
Budget Definitiont

Investment
Approval

Contract
Preparation

Purchase Request
Approval

Low variability

High variability

Investiments
written to SAP
Purchase
Request
Registration

RFP

Technical Documentation

Order

Defined Output
AGILE TECHNOLOGY FOR AGILE ENTERPRISES – YUBIK powered by DocFlow
DOCFLOW YUBIK

[DCM SCOPE]
 PURCHASE / SALES BUDGET DEFINITION ACTIVITIES
 SALES FORECAST DEFINITION ACTIVITIES
 LEGAL INVESTIGATIONS
 NEW PRODUCS / SERVICES DEVELOPMENT
 PROJECT MANAGEMENT
 CUSTOMER COMPLAINS RESOLUTION ACTIVITIES
 MERGE AND ACQUISITION …

AGILE TECHNOLOGY FOR AGILE ENTERPRISES – YUBIK powered by DocFlow
DOCFLOW YUBIK

YUBIK, DOCFLOW’S DCM
AGILE TECHNOLOGY FOR AGILE ENTERPRISES – YUBIK powered by DocFlow
DOCFLOW YUBIK
EVEN IF EVENTS ARE NUMEROUS AND
DIFFERENT, STRUCTURES ARE FEW AND
REPETITIVE

AGILE TECHNOLOGY FOR AGILE ENTERPRISES – YUBIK powered by DocFlow
DOCFLOW YUBIK

[EXAMPLE 1: COMPLAINS]

Variable

Standard

AGILE TECHNOLOGY FOR AGILE ENTERPRISES – YUBIK powered by DocFlow
DOCFLOW YUBIK

[EXAMPLE 2: INBOUND CORRESPONDENCE]
Variable

Standard

AGILE TECHNOLOGY FOR AGILE ENTERPRISES – YUBIK powered by DocFlow
DOCFLOW YUBIK

[COMPOSABLE PROCESSES]
• Taking part to a project, interacting to
achieve a common objective means to
share a process characterized by a
composable structure.
• Processes can be split in atomic units.
• Variability of these processes actually
shows up in standard and recurring
interactions (approval requests, audit
actions definitions, coediting of
documents, etc..).

AGILE TECHNOLOGY FOR AGILE ENTERPRISES – YUBIK powered by DocFlow
DOCFLOW YUBIK
[FULLY DESTRUCTURED USAGE
USE CASE 1: BUDGET EXPLORATION]

AGILE TECHNOLOGY FOR AGILE ENTERPRISES – YUBIK powered by DocFlow
DOCFLOW YUBIK
Explore proposals
Oleogram – 1week

Would you please look after this?
Marchetti
Do you have anything similar?

Docflow

Ok, check in september

Can I have a quote?

Budget 2012
Explorations

Docflow

September: proposal
approval

RAI
AGILE TECHNOLOGY FOR AGILE ENTERPRISES – YUBIK powered by DocFlow
DOCFLOW YUBIK

Budget 2012
Explorations

AGILE TECHNOLOGY FOR AGILE ENTERPRISES – YUBIK powered by DocFlow
DOCFLOW YUBIK
RFP deadline

[FULLY DESTRUCTURED USAGE
USE CASE 2: RFP RESPONSE]
Prepare administrative doumentation

RFP
Silvia

Technical questions
Davide caricati
Andrea cera, Altri
Setup a demo environment

Davide caricati

AGILE TECHNOLOGY FOR AGILE ENTERPRISES – YUBIK powered by DocFlow
DOCFLOW YUBIK

Request

Ask a question

Reminder

[FULLY DESTRUCTURED USAGE]

AGILE TECHNOLOGY FOR AGILE ENTERPRISES – YUBIK powered by DocFlow
DOCFLOW YUBIK

YUBIK UI PREVIEW
AGILE TECHNOLOGY FOR AGILE ENTERPRISES – YUBIK powered by DocFlow
DOCFLOW YUBIK

[Creation of a new case type]

AGILE TECHNOLOGY FOR AGILE ENTERPRISES – YUBIK powered by DocFlow
DOCFLOW YUBIK

[Using a case]

AGILE TECHNOLOGY FOR AGILE ENTERPRISES – YUBIK powered by DocFlow
DOCFLOW YUBIK

[Home - hitlist]
Toolbar

Event log

Metadata
Work Area

AGILE TECHNOLOGY FOR AGILE ENTERPRISES – YUBIK powered by DocFlow
DOCFLOW YUBIK

[Detail - process]

AGILE TECHNOLOGY FOR AGILE ENTERPRISES – YUBIK powered by DocFlow
DOCFLOW YUBIK

[Creation of a new case type]

AGILE TECHNOLOGY FOR AGILE ENTERPRISES – YUBIK powered by DocFlow
DOCFLOW YUBIK

[Browsing for a case]
Full text
search

Treeview

Refinement
panel
Hitlist

AGILE TECHNOLOGY FOR AGILE ENTERPRISES – YUBIK powered by DocFlow
DOCFLOW YUBIK
Thank

you

EMAIL: marketing@docflow.it
TEL:
+ 39 02 57 50 33 66

www.docflow.com
AGILE TECHNOLOGY FOR AGILE ENTERPRISES – YUBIK powered by DocFlow

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