THIS STOP: HOUSTON!

#PEWT2012

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25/10/2012 2

WELCOME: MEET YOUR HOSTS

HOUSTON TOUR AGENDA

25/10/2012 3

• Introductions & welcome

• BPM 101

• BPM 2.0 revolution

• Who uses BPM?

1:15 – 3:30 PM

• Demo

• Q&A 3:30 – 5:00 PM

• Happy Hour 5:00 – 6:30 PM

Live

demo!

Who Are We?

Background on BonitaSoft

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#PEWT2012

#1 GROWING BPM PROVIDER

•1,500,000 DOWNLOADS

•25,000 COMMUNITY MEMBERS

•450 CUSTOMERS

•100 EMPLOYEES

•60 TECH & SI PARTNERS

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AWARDS

#PEWT2012

450 CUSTOMERS IN 60 COUNTRIES

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“Bonita Open Solution is the only

open-source product that meets

Gartner's definition of a BPMS.”

Open Source BPM report, June 2011

#PEWT2012

WHAT WE DO.

HOW WE DO IT.

• Graphical Studio

• Business & Tech collaboration

• Processes + Apps + Analytics

• Process templates

THE BENEFITS.

• Improved collaboration

• Fast IT alignment to business

• Easy to update & maintain

• Immediate ROI

Delivering Business Efficiency by turning

Processes into Applications

Crash Course in BPM

Is It Art? Tech? Science?

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#PEWT2012

PROCESSES ARE EVERYWHERE…

• …and fundamental to all types of organizations

– Marketing and Sales

– Customer Relations

– Human Resources

– Corporate Finance

– Facilities

– Internal policies and procedures

– Communications

– R&D

– And more!

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BPM

WHAT IS PROCESS?

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A business process is [or should be] a

collection [serial, parallel, network, etc.] of

related, structured, value-added activities,

performed by relevant roles or

collaborators, which purposefully produce

specific services or products and/or satisfy

particular business objectives

Communicate with stakeholders

Establish corporate governance

Apply continuous improvement

Use performance indicators (KPIs) and reporting

Measure effectiveness and obtain efficiency

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WHY MODEL A PROCESS?

WHAT IS BPM?

Two Important Elements to Understand:

1. BPM is composed of human and technological

factors

1. BPM is a holistic management approach focused

on aligning organizational objectives and other

aspects to continuously improve business

processes.

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BPM IS ALSO…

A Management Discipline

• Understanding, measuring and optimizing the business from an end to end customer facing perspective

A Technology Stack

• BPM suites (BPMS)

A New Model Of Business-IT Collaboration

• Business Process Modeling Notation (BPMN)

V3 - 022010 15

BPM LIFECYCLE

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The “Continuous Process Improvement” Process Identify and describe existing

processes and define "to-be"

processes:

• Process flow and attributes

• Alerts and notifications

• Escalations

• SOPs

• SLAs

• Task hand-offs

Perform “what-if” analysis on

combinations of variables to

determine how the process

might operate under different

circumstances Tracking individual

processes:

Process state –

Performance statistics –

Identify potential

or actual

bottlenecks

Identify potential

opportunities for

cost savings or

improvements

The BPM 2.0 Revolution

The 3 Drivers for BPM Adoption

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BPM HISTORICAL PERSPECTIVE

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Hasn’t This Been Done Before?

BPM INTEREST TREND

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How HOT is BPM?

Search trend for “BPM”

Search trend for

“business process”

News trend for “BPM”

Search trend for “BPM”

Search trend for “SOA”

Search trend for “Cloud Computing”

Source: Google Trends, SEP 2012

BPM MARKET OVERVIEW

• Worldwide spending on BPMS is expected to reach $2.6 billion, up 6.9%

compared to 2011 (Source: Gartner)

• Global Industry Analysts research suggests that the global BPM market will

reach $5.3 billion by 2017

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Growing Market With Mature Products

BPM Deployments by Region

North America

South America

Europe

Asia & Pacific

Africa & Middle East

BPM Deployments By Industry

Manufacturing

Government

Utilities

Financial Services

Technology

Other

Source: Transformation and Innovation State of the Market Report

BPM STANDARDS

• Business Process Model and Notation (BPMN):

– Provides model to describe internal business processes, collaborations, and transactions

in a graphical notation

– Promotes communication of processes in a standard format

– Managed by Object Management Group (OMG)

– Can be represented as XML Metadata Interchange (XMI)

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Promoting Interoperability

WHY BPM

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Drivers for Adoption

Busin

ess D

river

Source: Derived from BPTrends Research Data

0% 10% 20% 30% 40% 50% 60% 70%

Manage IT resources

Other

Regulatory

Customer Service

Innovation

Organizational Agility

Operational Efficiency

2011

2009

2007

2005

WHY BPM

• BPM promotes a collaboration to rapidly automate processes

– Business users design processes with IT … business “owns” the

process

– IT facilitates with deployment infrastructure, system integration,

and enterprise IT governance

• Getting IT and Business Users to Collaborate on Process

Optimization Fosters “Business Agility”

– 99% of the CIOs with a mandate to transform their business are

considering BPM to provide better internal collaborative processes

to assist in that transformation (Source: 2011 IBM CIO Survey)

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Drivers for Adoption: Aligning IT to Business Needs

By 2020, Empowered Business Technology will be commonplace in organizations Source: Forrester Research

WHY BPM

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Drivers for Adoption: Operational Efficiency

• Minimizing waste within operations

• Volatile marketplace continues to drive cost-cutting

measures – Global marketplace demands competitive price and quality

• BPM helps organizations reduce costs by creating smarter processes that

increase operational efficiencies

– Automating manual processes increases productivity

– Reducing cycle times for key processes reduces costs

• Customer satisfaction

• Optimize partner network processes

• Regulatory compliance reporting automation

WHY BPM

• Establish innovation process to drive innovation from analysis

of strategic goals to idea generation to product release to

measuring success and more

– Collaboration is key

» Innovation team

» Operations

» Across traditional business silos

– BPM simulation can be used to select new ideas

– Monitoring helps optimize the innovation process

• Create new processes to drive innovation

– New supply chain process

– Enhancing customer-facing processes (e.g., claims process)

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Drivers for Adoption: Innovation

BPM SERVER / SUITE (BPMS)

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Addressing User Pain Points

Source: Transformation and Innovation State of the Market Report

0% 5% 10% 15% 20% 25% 30%

Visualize, Simulate, and Troubleshoot Business Processes

Analytical Reporting

Automation of SOPs

Change Business Rules and Processes Without Impacting…

Enforce Best Practices and Required Procedures

Ensure Accurate and Consistent Data Entry or Document…

Operations and Personnel Performance

Standardize Process Models

Top Pain Point Addressed in BPM Deployments

% Selected

BPM SERVER / SUITE (BPMS)

• Five barriers to BPM success (Source: Forrester):

– Unable to demonstrate the value delivered

– Starting BPM without understanding BPM

– Rely on facts, not perceptions

– Don't forget ROI

– Measuring rather than improving

• Implementing a BPMS without analyzing requirements for BPM use

cases

• Forgetting human factors with “blind” focus on process optimization

• Not establishing a BPM Maturity Model

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Obstacles to Avoid

“It's not really implementing the software that's the problem … you're

changing the way people work, and [need to ensure] that two years from

now, they don't go back to their old habits while also trying to circumvent

[what they were told to change]," Source: Gartner

BPM SERVER / SUITE (BPMS)

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Deployment Issues

0% 10% 20% 30% 40% 50%

Underestimated Processor Organizational Issues

Training

Politics

Excessive Scope Creep

Top BPM Deployment Issues

% Selected

Source: MarketIQ

BPM TRENDS AND FUTURE

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The Crystal Ball Perspective

Continued Growth in BPM Market

• $8 Billion Global Market by 2020

Mergers and Acquisitions …

Market Consolidation and Market Integration

Increased Social BPM Offerings

BPM & Cloud Growth

Automating Cloud Governance Processes

PaaS / SaaS / AaaS BPM Offerings

Expansion of Mobile Offerings

Intersection with Web 3.0

(LinkedData, etc.)

Increased Use of BPM to Empower

Business Technology

BPM IDEAS

How Are Companies Benefiting from BPM?

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#PEWT2012

BPM FOR EDUCATION

The school

• Well known university

• Over 2,000 students and several hundred faculty members

Their Problem & Goals

• Cost effective and rapidly deployed solution needed to automate their manual grant allocation and payment processes

Why they chose Bonita Open Solution

• Intuitive & easy to use Interface

• Access authentication and data integration functionalities

• Easy to build data entry forms

• Multi platform architecture

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“Bonita Open Solution was an integral part of the success of this project. Our client was delighted that we were able to completely automate the complex payroll calculations, as well as shorten the amount of time required to fill out all the forms and eliminate the need to walk paper forms around the campus,” - Dustin Henson, Development Manager at VivánTech

BPM IN THE INSURANCE INDUSTRY

The Company

• Leading insurance holding company whose member companies offer a wide variety of investment services, such as life insurance, annuities, and securities.

Their Problem & Goals

• Increase revenue while reducing costs

• Streamline processes across diverse corporate holdings

• Increase agile methodologies via BPM, become paperless by 2014

• Manage standard insurance claims processing then automate procurement process

Why they chose Bonita Open Solution

• Open Source and more cost effective than other alternatives

• Business Analysts were easily able to use the Studio for process modeling

• Users also appreciated that processes could be deployed in very diverse IT environments

• Increase Agile methodologies.

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BPM FOR STREAMLINING SCHEDULING

PROCESSES

The company:

• Specializes in workforce injury prevention

• Deployed BOS for several years

Their Problem & Goals

• Workflow software needed to be integrated in the custom versions of their injury prevention applications

Why they chose Bonita Open Solution

• Easily Configured

• Flexible, open source backend

• Custom processes modeled in Bonita Studio

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THE PROCESS TO BE AUTOMATED

Employee submits a web request for a health related service using forms built on Bonita Open Solution

Bonita Open Solution uses complex business rules to set the priority of each request submitted by the employee which is then assigned to a consultant

An activity is scheduled and the employee receives an eCalendar invitation

The consultant then performs an ergonomic assessment and completes a report which is sent to the employee and their manager

The case is then updated, and a survey is sent to the employee to set their case status as ‘closed’

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BPM FOR INSURANCE

The Company

• European leader in electronic billing, electronic invoicing and cash flow management

Their Problem & Goals

• Detailed monitoring of resolution of customer inquiries

Processes Upgraded

Customer relationship management and the allocation of cases to different services

Results

• 30% fewer documents

• Time savings equivalent to 3 full-time employees

• Administrative efficiency

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BPM FOR PAPERWORK REDUCTION

The Company

• European leader in electronic billing, electronic invoicing and cash flow management

Their Problem & Goals

• Automate the entire billing process by integrating Bonita Open Solution into their SaaS solution

• Electronic invoice validation – fewer forms

Results

• Extremely fast integration, rapide go-to-market

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BPM FOR CONTRACT MANAGEMENT

The company:

• A leading global manufacturer of printing equipment, optics, medical imaging and industrial measurement

Their Problem & Goals

• Optimize the management of business proposals

• Upgrade from data entry to invoicing, sales simulations and analysis of configuration scenarios specific products and architectures

Results

• 30% increase in number of proposals processed with the same headcount

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““We have seen a spectacular jump in our productivity; a new contract, which was traditionally approved in four or

five days in the past, can now be approved in under an hour. Overall, our contract processing capacity has

increased by 30%!”

- Xavier Riehl, Head of information systems

BREAK

#PEWT2012

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Live Demo

OnBoarding a New Employee

#PEWT2012

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DESIGN.

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Bonita Studio

• BPMN 2.0

notation

• Customized

per user

profile

• Drag-n-drop

application

development

#PEWT2012

CONNECT.

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… to almost any Information System

#PEWT2012

BUSINESS APPLICATION.

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#PEWT2012

TASK MANAGEMENT.

Ongoing management of your processes

#PEWT2012

WHAT DO WE SELL?

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#PEWT2012

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COMMERCIAL OFFERINGS We support your projects and accelerate their success

• Professional Services

- Training

- Certification in development and administration

- Consulting: On-Site or Remote

• Annual Subscription Pack (SP)

- Gold or Platinum Technical Support

- Features to facilitate collaboration, speed development, aid testing and deployment

BONITASOFT SUBSCRIPTIONS

Team collaboration • Shared repository

• Productivity features

Business driven • Process templates

• Custom profiles

Mission-critical • Monitoring

• Error management

Subscription Packs

• Commercial license

• Professional Support

• Software Upgrades

Bonita Open Solution

• Open source license

• Free of charge

• Community support

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• Shared repository

• Development productivity

• Documentation generation

• Search

• Custom reports &

dashboards

• LDAP synchronization

• Secure graphical

Web Services discovery

• Salesforce Connector

• Built-in document mgmnt.

• Generate PDF from data

• Custom look-n-feel

• Gold professional support

• Custom profiles

• Process templates:

HR, Finance, Quality

& IT management

• Enterprise document

management (CMIS)

• SAP Connector

• Gold or platinum

professional support

• Resource monitoring

• Process monitoring

• Error management

• Gold or platinum

professional support

• Graphical modeling

• User preferences

• Connectors, e.g.:

Email, Secure Web

Services, Drools

• Form designer

• BPMN 2.0

• Versioning

• Simulation

• Multi-tenancy

• Widget hints, tooltips

• Online documentation

• User guidance

Collaborative environments Advanced environments Mission-critical For first projects

BONITA OPEN SOLUTION EDITIONS

Subscription Packs

Open Source Teamwork Efficiency Performance

Teamwork

+

Efficiency

+

YOUR QUESTIONS ANSWERED

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THANK YOU, AND…

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Stay connected with us!

CORPORATE WEBSITE

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• References & Use Cases

• Webinars & White papers

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OPEN SOURCE COMMUNITY

• Forums

• Contributions

• Source Code

#PEWT2012