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Business Process ManagementAlfresco Activiti

Paul Holmes-HigginGeneral 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)

ModernBPMRequirements

Business UsersConsumer-like experienceSelf-sufficiency (“citizen developers,” “low code”)

ITMinimal IT involvementEasy deployment and integration

CompaniesProcess coverage and complianceGreater agility and flexibility

Legacy BPM Systems Fail to Deliver

Low User Adoption IT Complexity Too Rigid

Non-intuitive, outdated interfacesHeavy reliance on IT

Lack of process coverage

Proprietary systemsLong, costly deployments

Complex ongoing management

Hard to collaborateHard 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

Sim

ple

Flexible processes support collaboration and non-routine situations

Graphical tools allow users to easily define and deploy their own processes

Intuitive task management, with mobile access, simplifies process execution

Greater User AdoptionSimple for Users

Sm

art

High performance and scalability with multi-tenancy for data segregation

Lightweight tool empowers end users and reduces reliance on IT

Less Complexity

Open source and open standards support ease integration and management

Smart for IT

Secure

More Process Coverage

Process audits and automatic records filing in Alfresco One to show conformance and drive compliance

Multiple integrations to capture content with option to save in Alfresco One

Analytics to review and optimize processes and drive greater efficiency

Secure for Business

Choice of Process Modeler

Step Editor BPMN Editor

Forms

Forms Editor

Forms Library

Forms Editor

Process A

nalytics

Process Heat Map

Process Reports

BusinessProcess

Management

FormsLibrary

FormsEditor

TaskManager

StepEditor

BPMEditor

Analytics

Alfresco Activiti

Content + Process + People

EnterpriseContent

Management

Security

Content Store

Records Mgt

Meta Data

Search

Alfresco One

Workflow (Activiti)

Alfresco O

ne IntegrationProcess Menu

ProcessingLoan processingRequest processingIncident processing

OperationsPurchase to payService fulfillment

OnboardingClient onboardingEmployee onboardingStudent onboarding

Governance and ComplianceRetention and dispositionRegulatory complianceData reporting

CustomerApplications

Alfresco C

ustomer

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

Alfresco C

ustomer

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

Alfresco C

ustomer

Swiss Global Financial Services Company

Roadm

ap

CY2015 CY2016Q2 Q3 Q4 Q1 Q2

Activiti 1.3 Checklists with sub tasks Box Connector Task UX with quick filters Ad hoc Attach Forms Document generation Business calendar

Activiti 1.4 Business rules Box and Google Metadata Save Step as BPMN Enhanced modeling Extended APIs

Activiti 2.0+ V6 Next Gen BPM Engine Dynamic processes Predictive analytics

Continuous Forms enhancements Alfresco ECM integration

Activiti 1.5 Data Services & Modeling Custom Reports Variable Mapping iOS Task App Administration enhancements

Demo

Summary Alfresco ActivitiBusiness UsersTake ownership of process applications with intuitive, flexible tool

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

CompaniesDrive bottom line growth with increased efficiency, agility and customer satisfaction

Vielen Dank!@Alfresco

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