reinvent your workplace
TRANSCRIPT
Reinvent Your Workplace
NEWGEN SOFTWARE
2018
COPYRIGHT 2018, NEWGEN SOFTWARE
iBPS Overview
Agenda
• iBPS Business Process Suite for Digital Transformation
• Major Features in iBPS
• OmniApp• Personalized UI & Themes• Collaborative Process Modeler• Rich Form Designer• Responsive iForms• Property Association Interface• Requirement Capture• Rights Management• Case Management Framework• Business Activity Monitor
• iBPS Product Demonstration
• iBPS Mobile• Business Rules Management System• Process Simulator• Integration Capabilities• Enterprise Class Security• Cloud Readiness
COPYRIGHT 2018, NEWGEN SOFTWARE TECHNOLOGIES LTD.
iBPS Business Process Suite for Digital Transformation
Major features in iBPS
OmniApp
iBPS provides a Web Portal where all application modules are integrated into multiple views. These views are configurable basis user role within the organization.
Modularized Drag and DropConfigurable Views Audit Logs
Web Based Application
Role Based Access
Personalization of UI
Single Point Entry
External Application Integration
Users can modify the application UI as per organizational requirements. The system provides multiple default themes (customizable).
Personalized Themes
Reflects across Application/Forms Configure Images/Logos/TextConfigurable Look and Feel
Ability to create and manage a process repository with multiple projects, processes, data models, forms and other artifacts.User can manage process properties/behaviour, collaborate with other users, and integrate with external applications
Process
ArtifactsProcess
Properties
Abstract View
Collaborative Process Modeler
BPMN View
Drag and Drop
Components
Detailed Process Route
Process and Project
Classification
Chat
Process Sharing
Entry Level Swimlane
KYC Swimlane
Account Opening Milestone Dispatch Milestone
Milestones & Swimlanes
Milestones
• Logical division of the process
• Enhance readability and understanding•No impact on runtime execution
Swim Lanes
•Direct impact on process execution•Club similar activities together•Default queues now get created on swim lanes
iBPS enables the user to easily capture requirements while process designing. User can generate the process specification document in HTML, PDF or DOC format
Requirement Details
Rich text editor
Generate Process
Report
Requirement Capture
Code-Free User Interface Development, Event Driven Data Fetching, Intelligent Client Side Validations, Preview, Sheet Handling etc.JavaScript, HTML 5 & custom CSS support for mobile platforms
Collaborative Form Design Grid and Tab Control Rich Text EditorForm Events and Commands
Form Designer
Responsive and Intuitive
HTML 5 / CSS based
Multi Column Layout
Multiple Integration Touchpoints
Form Preview and Themes
Activities Grid view to associate different to-do list with the activities
• Available under Tools. Single grid to manage properties / rights across all activities
• Enables associating various artifacts like data variables, to-do, documents, forms, and exceptions with various activities of the process
Property Association Interface
Process Versioning
iBPS provides easy way to check in or check out the process based on roles and rights. Create different versions of the process create, rollback to previous versions.
User can export/import
process to iBPS (running
on different locations)
Check out the process to
make changes or check-in
to deploy the process
User can save the process
change as a major or a
minor version
View & manage
process versions
Process Reusability: Process Variants & Sub Process
Process variant feature of process modeler allows the user to create multiple process variants on single base. process
Each Variant has the same workflow but different business variables & documents associated with them depending on business logic.
Enables end user to manage multiple similar processes in a more efficient manner.
Reduces the time span of rolling out multiple processes
Any deployed process can be rendered in a parent process as a sub-process.
HTML5 Document Viewer & Annotations
This feature enables user to leave notes, draw shapes, create hyperlinks, image editing options. Original image stays intact as the annotations are put on layers
Line
Rectangle
Sticky
Notes
Hyperlinks
Image Toolbar
View Image and Document List
Add, Modify &
Print Documents
Support for Workload Diversion
Provision for setting User level Diversions
Diversions are automatically rolled back to normal state after the due date.
Support for Email Notifications
Authorized users can view & manage user/group level rights, create users, assign object rights, privileges etc.
Complete User List
Manage Object Rights,
Privileges
Manage Profiles, Users, Groups
& Roles
Rights Management
Case Management Support for dynamic & unstructured processes. Case Worksteps help to handle steps in the process which require dynamic and collaborative work.
Goal Driven
Dynamic Processes
Ad hoc Tasks
User Personas
Collaboration
User/Case Calendar
Calendar Sharing
Global Task Library
Case File and Visualization
Task Lane
Case Management: Framework
Case Managers:
• Responsible for case progress and completion
• Ability to create and assign tasks
• Ability to approve/reject tasks, add members to case file
Case Workers:
• Can complete assigned tasks, create and assign new tasks
• Has access to case file and visualization
• Can approve/reject tasks. Add members to case file
Case Participants:
• Can only complete tasks assigned to him
• Has limited rights on case artifacts
• No access to case file and visualization
Case Management: Personas
Case Management: Features
Case Summary Document
Task Escalations Task Expiry Task Approvals
Task TeamsAuto Initiation of
TasksTask
ReassignmentTask Rules and Preconditions
Calendar Sharing Sub Process TaskTask
Accept/DeclineAvailable on
Mobile
With iBPS mobile application user can access the queues, refer the task to different users and monitor what is happening in the process with the help of Mobile Dashboard
Landing PageTransaction View Mobile Dashboards
iBPS Mobile
BAM’s Dashboard provide users various reports in tabular and graphical interface to have complete monitoring, tracking and transparency in the system. Reports can be pulled from Transactional DB as well as Reporting/Staging DB.
REAL TIME REPORTS REPORT DESIGNER EXPORT REPORTSREPORT SCHEDULER
BAM - Dashboards
Role/Group based dashboards
Drill down reports
Trend Analysis
External Applications
Process / Operational KPIs
Operational Reporting Real Time
Productivity Reports
• Turn Around Time
• Average Processing Time
Operational Reports
• System Load Report
• Pending Cases & Tasks
Compliance Reports
• Exceptions Details Report
• Delay Report
Business Reports
• Use Business Data to Build Custom Reports
• Business Performance Monitoring and Analysis
Simple wizard based interface
Business User can define reports easily
WizardRequire SQL Knowledge
For Technical Users to create complex reports
SQL Query
RESPONSIVE INTERACTIVE EXTERNAL ACCESSMOBILE REPORTS
BRMS is a comprehensive rule management component which allows users to define complex business rules to meet process requirements
Rule Conditions and Actions
List of all Rules defined in
BRMS
Business Rules Management System
BRMS Adapter
NBK Credit PolicyEligibility Check
Credit Policy Check
• Proprietary Rule Engine
• Define Complete Eligibility Rules
• Define Entire Credit Policy Checks
• Decision Table & English based rules
• Reduced Change management Time & Cost
Additional Features in iBPS 4.0
BRMS
iForms
Others
For End Users
Auto SavingNew validations and
Data Formats
New Controls: Tabs, Grids,
Rich text editor
Google Drive
Integration
Search, Sort and Filter
on Case Basket
Enhanced Case Summary
Information
Integration with
Omniapp
Revamped Simple
Rule Design
If-Else-IF
Ladder
Array
Functions
Email Notifications
Framework
Mobility: Capture images
and burn GPS data
Process
ModelerIntegrate with
Custom Form Builder
Robot
WorkstepiForms on
Case Tasks
Integration Capabilities
iBPS supports integration with various ERPs, DMS, etc. One can register external web applications within the iBPS’s OmniApp window. Hence, user doesn't have to go to different windows to look for the relevant information
And Many More..
File Upload & Download
SOAP & REST Web Services & APIs
Data extraction & Initiation through Scanners
Java Messaging Service Bus
Email / Fax Server Integration
Data Base Linking
Web Service Integration
Screen 2 Screen 3
The process modeler, enables users to configure WebService workstep thatcan invoke SOAP/REST based external web services in the current workflowprocess.
Web Service Consumer enables you to consumes the values returned by aWeb service. Where you can define the search parameters by which theunique call will be identified and workitem will be updated accordingly.
Screen 1
iBPS
Client
3rd party applications
• Initiate Requests
• Approve Requests
• Process Information
• Business Information
• View/Upload
Documents
XML/JSON
XML/JSON
XML/JSONHTTP Request
HTTP Response
REST/ SOAP Webservices
XML/JSON
Newgen iBPS Integration Layer Other Systems
Types of web services available:
Web Service WSDL
Web Service REST
Response Consumer JMS
Response Consumer SOAP
Request Consumer SOAP
Enterprise Class Security
Access permissions on folders and documents with user/group/role-based rights. Supports Maker-checker, Strong Password Policies, LDAP/SSO, PKI/Biometrics, and Digital Signatures
Digital Signature Encryption
ORG
Access Rights
Secure Web Layer
LDAP/SSO
Audit Trails/Reports
SSL/HTTPS
Password Policies
Enterprise Class Security
Cloud Readiness
iBPS is also cloud ready. One can see the solution running on the cloud of Azure and Amazon
www.newgensoft.com
Thank youAMERICAS
Newgen Software Inc.
1364 Beverly Road, Suite 300
McLean, VA 22101
Tel : +1-703-749-2856, +1-703-439-0703
Newgen Software Inc.
Suite 325, 2701 N Rocky Point Dr.
Tampa, Florida – 33607
United States
Tel : +1-813-281-0081
EMEA - DUBAI
Newgen Software Technologies Limited
Off No: 314, Building No: 3
P O Box. 500297, Dubai Internet City
Dubai, UAE
Tel : +971 44541365
Fax :+971 44541364
APAC - SINGAPORE
Newgen Software Technologies Pte Ltd.
30, Raffles Place # 17-38
Chevron house, Singapore 048622
Tel : +65 6221 8432
Fax : +65 6221 6923
Newgen Software Technologies Pte Ltd.
Level 35, Twoer One, International Towers
100 Barangaroo Avenue
Sydney, NSW 2000, Australia
P: +61 2 80466880
INDIA
Corporate Office
A-6, Satsang Vihar Marg
Qutab Institutional Area
New Delhi -110 067, India
Tel : +91-11-4077 0100, 2696 3571
Fax : +91-11- 2685 6936
Annexures
SE
CU
RIT
Y L
AY
ER
Desktop User
Mobile User
Application ServerDatabase Server
Storage ManagementServer
Storage Rack
Web Services
iBPS Framework
1. Web based Process Modeler2. Business Activity Monitor3. Omni App4. iBPS Transport Management system5. Master Data Management Module6. iBPS System Services7. User Management Module8. Service Configuration & Monitoring9. Rights Management Module
iBPS Engine & APIs
BRMS Engine & APIs
DMS Engine & APIs
Simulator
HTTP/HTTPS
HTTP/HTTPS
JDBC
iBPS Mobile Server
TCP/IP
SOAP/XML
Mobile SDK
Authentication Service
JNDI
iBPS Architecture Visualization
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JMS
Queue/Topic
Benefits over OmniFlow
• Removes dependency on client machines, Applet free application
• Web Based BPMN compliant Process DesignerWeb Based Application
• Configure role specific custom views of the application
• Seamless integration with external web applicationsOmni App
• iForms enables users to create responsive forms for mobile devices
• Enables design once use everywhere conceptMobile First Interface
• Completely web based BPMN 2.0 compliant process modeller
• Enables process discovery via abstract view Web Based Process Modeller
• Support for Semi-Structured and Unstructured processes
• Support for goal oriented case resolution with dynamic tasks, case visualization and collaboration
Case Management
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Benefits over OmniFlow..
• Users can collaborate in real time using the chat tool
• Live screen sharing is also available at both process design and executionCollaboration
• Improved charting tool that renders interactive and responsive reports
• Create Group Level DashboardsNew BAM
• OmniApp Framework Enables user to create personalized working areas
• Support for customized themes and views for different User RolesEnhanced User Experience
• Native BRMS connector
• Native O2MS AdapterIntegration Adapters
• Single view for managing both functional as well as operational rightsUnified Rights Management
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