spring cm webcast on bpm dcpa

confidential

Meeting the Challenge with Document-Centric Process Automation

December 11, 2007Hollis Bischoff, BPM Strategies

Christopher Ryan, SpringCMScott Stokke, SpringCM

Agenda

A bit about SpringCMWhy most BPM/Workflow initiatives failWhen Document-Centric Process Automation (DCPA) is a good fit for your organization – and when it is notSecrets to DCPA successBenefits of DCPAExample and demonstration of DCPAQuestions and answers

Enterprise-class ECM software launched in 2005CaptureDocument ManagementWorkflow/BPMDelivery

Delivered only as SaaS (software as a service) on-demand modelExperienced industry veterans from Open Text, Hyland OnBase, Interwoven/iManage, Oracle/Stellent, and FileNet – over 100 years of combined content management experienceHeadquartered in San Mateo, California and Chicago, IllinioisSignificant alliances with Salesforce.com, WebEx/Cisco, Microsoft

Who is SpringCM?

SpringCM: Marquee Customers

Accounts payableContract managementProposal managementLogistics / PODMortgage processingField supportTrainingLegalAccounting ArchitectureConstructionInsurance processing Engagement management

Customers Love Us

“SpringCM really made believers out of people

because of both the quality of the software, and the convenience of

the service.”

“SpringCM had us up and running in a single

day”

Director, IT Professional Services Group:

“Closing contracts efficiently and on time is a major concern for us. .

. SpringCM [is] important

for improving our contract management

process.”

Joe Graves, CIO:

Agenda


Why Most Enterprise BPM Initiatives Fail

Combined cost of software, hardware, and support staff often exceeds $1M• Long implementation times; less than 10% of efforts implemented in <1year• Can’t just install a little BPM, must implement the entire engine • ROI is extremely difficult to calculate

High Cost Of Implementation

Copyright 2007 BPM Strategy Partners


• Too many moving parts• BPM systems carry a lot of technology overhead – can’t buy a little bit of BPM• Often treated as infrastructure rather than tool for business enablement• Focus becomes systems integration rather than process • Business abdicates process responsibility, IT ends up owning

• Over 70% of IT owned BPM initiatives fail• Almost 90% of IT owned BPM initiatives have low end user satisfaction

Technology Implementation rather than a business solution



• Enterprise solution looks at big picture rather than single process• Stuck in “as-is” modeling limbo• Modeling to perfection• BPM assumes all documents can be reduced to mere forms• Resistance to change• Ad-hoc rather than institutionalized processes

And more…..


What’s Missing?

ContentcompletesthesuccessfulBPMsolution!

Advantages to SaaS applications

So is BPM a Waste of Resources?

Rented not ownedApplication code resides outside the organizationHosted and deployed over Internet as a serviceSingle instance, multiple tenancy

NO! When the line-of-business owns the process over 70% are successful and create significant competitive advantage. So…..

Move BPM closer to the businessRemove the technology painFocus on the business problem

Copyright 2007 BPMStrategy Partners

For competitive advantage, add document s as a first-class participant – creating true Document- centric Process Automation (DCPA)

SaaS vs. Traditional - Costs

0

500

1000

1500

2000

2500

1 mon 6 mon 12 mon 24 monSaaS solution DepartmentalEnterprise Infrastructure Copyright 2007 BPM Strategy Partners

Cost in hundreds of thousands

SaaS vs. Traditional – Time to Implementation

0

5

10

15

20

25

1 mon 6 mon 12 mon 24 monSaaS solution DepartmentalEnterprise Infrastructure


Hundreds of users

Agenda


When SaaS-Based DCPA is a Good Fit….And When It’s Not….

Good fit when….

• Long lived, complex transactions• Document creation, approval• Document archive requirement• Transactions have multiple:

• Parties (within or without)• Steps• Decisions• Approvals

Not Good Fit when….

• Regulations prohibit offsite• Archive• Systems

• Transactions are: • Single threaded• Single Step• Within 1 span of control


Agenda


Continuous Process Improvement

Iterate, Iterate, Iterate Start with imperfections, but don’t end there

Embrace change, new measurements

Monitor results as input to improved model

Secrets to DCPA Success

Do the “as-is”, then move on

Model

Execute

Monitor


Agenda


Benefits of SaaS-Based DCPAIndependence Business owns process and documents without relying on IT

Technology Pain Free Move right into solution; leave technology pain to someone else.

Start small, grow fast…. Start small and iterate wider and deeper

Control Start with a single document or many and add scope as needed

No over capacity

Integrate into infrastructure as needed (and only at points needed, no over engineering).

Knowledge doesn’t leave with workers

Eliminate emails, post it notes, excel spreadsheets; integrate information and work into corporate knowledge & process

Process efficiencies

Implementation streamlines the document preparation/archiving and can cut days/cost of the process execution.

No waiting for the big bang

Automate the small functions of business while waiting for the big infrastructure project to happen.


Comparison of SaaS vs. On-Premises SoftwareOn-Premises

Large upfront costsCapital budgetExtensive IT involvementHigh ratio of service cost to license costs (1:1 to 3:1)Customization is prevalentInstallation requiredSelf-administration requiredSingle tenancyMultiple code-basesHigh risk

Software as a Service

Pay as you goDepartmental budgetMinimal or no IT involvementLow ratio of service cost to license costConfiguration onlyNo installation – anywhere appVendor manages administrationMulti-tenancySingle code-baseLow risk

Areas that can be Impacted by SaaS-Based DCPA

Architecture reviewClaims processingConstructionContract mgmt Customer supportEmployee on-boardingEngagement managementEngineeringException processing

Field service mgmt Human resourcesLegal review/approvalInsurance processing Invoice processingLogistics mgmtMarketing asset creation/approvalMortgage processingRFP/Proposal mgmtTraining

Agenda


SpringCM Contract Accelerator enables teams to collaborate, share best practices, and streamline contract negotiations and approvalDesktop integration allows users to access and use the system from within their familiar Microsoft Office interfaceTemplates and contract clauses stored in the SpringCM repository expedite the creation of new contracts based on best practices Managers can prioritize deals according to potential revenue and other criteria to ensure optimal profitability and fast time-to-revenue Automated contract lifecycle management frees sales reps, managers, and other personnel from time-consuming manual tasks for improved productivity Salespeople can view the status of documents and workflow at any point in the contracting process helping them to work more productively with no need to ask for updates

SaaS-Based DCPA Example

Agenda


confidential

Thank youwww.springcm.com

877-362-7373

Hollis Bischoff: [email protected] Ryan: [email protected]

Scott Stokke: [email protected]

BPM Solution Paper Coming Soon!

spring cm webcast on bpm dcpa

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