Bonitasoft - Process Efficiency World Tour 2013 - London

©2013 Bonitasoft

#PEWT2013

Jeremy LIPP Marketing Director Go-to-Market, Bonitasoft

Introduction

©2013 Bonitasoft 2

Agenda - Morning

• Bonitasoft and the Process Efficiency World Tour

• Neil Ward Dutton, Founder, Research Director MWD Advisors How to deliver business value with BPM

• BPM in action, customer cases:

– trade union membership,

– insurance cases,

– human resources in a large organization...

• Demo: 360° customer support with Bonita BPM

• Bonitasoft offerings & partner programme

©2013 Bonitasoft 3

Agenda - Afternoon

• Best practices

– "Capturing the process“

– BPMN 2.0 basics

• Interactive workshop

– Build a process-based application in 1 hour with Bonita BPM

• Expert corner: Our BPM experts are here to help!

©2013 Bonitasoft 4

What is the PEWT?

• A roadshow of 13 events on 3 continents

– Latin America, Europe and Northern America

• A unique opportunity the learn about best practices to

successfully conduct your BPM initiative

• A forum to meet your peers and hear about

organizations which have successfully deployed BPM

• The fastest way to understand the power of Bonita BPM

©2013 Bonitasoft 5

What is BPM?

• Business processes are everywhere, in every

organization, at every level.

• Business Process Management is a means to model,

automate, monitor and optimize business processes

• Improving processes helps streamlining operations, be

more productive, lowering costs and improving

quality.

©2013 Bonitasoft 6

Be Efficient

About Bonitasoft

8

Who We Are

• 2,500,000 DOWNLOADS

• 120,000 COMMUNITY MEMBERS

• 700 CUSTOMERS

• 130 EMPLOYEES

• 130 TECH & SI PARTNERS

8

9

Recognition

“Bonita BPM is the

only open-source

product that meets

Gartner's definition

of a BPMS.”

Open Source BPM report

AW

AR

DS

10

Key milestones

10

Democratizing BPM for more than 10 years

2001 2003 2008

Bonita project is

supported by Bull S.A.

2010

Bonita project

is founded

Bonitasoft is founded

in Grenoble, France

Bonita 4 is released.

100,000 downloads

2009

Bonita Open Solution 5

is launched

Paris & San Francisco

offices are open

2011

Bonita surpasses

1 million downloads

2012

Bonitasoft signs its

500th customer

2013

2 million downloads

Bonita BPM 6 is released

BPM Market Overview

©2013 Bonitasoft 11

• Worldwide spending on BPMS is expected to reach $2.5 billion this year

• Global Industry Analysts research suggests that the global BPM market

will reach $5.3 billion by 2017

• 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

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

We deliver business efficiency by turning

processes into applications

Bridging the gap between Business & IT

13

Collaboration

Modelling

Definition

KPI

Reporting

Business targets

Optimization

Task Management

Team management

Activity monitoring

Graphical developments

Fast prototyping

Proof of concepts

Agile methodologies

Industrialization

Extensibility

IT Users Business Users

14

15

DESIGN.

15

Bonita Studio

• BPMN 2.0

• Drag-n-drop application

development

• Powerful form builder

• Easy connectivity

16

CONNECT.

16

… to almost any Information System

17

RUN. …in Bonita Portal…

17

& Mobile Desktop

18

…or as a standalone application

18

Neil Ward-Dutton

How to deliver business value with BPM

Guest Speaker


a d v i s o r s mwd

helping you create business improvement from IT investment

How to deliver business value with BPM

Bonitasoft Process Efficiency World Tour Neil Ward-Dutton Founder, Research Director

Quiz question #1: what’s this?

© MWD Advisors 2012 www.mwdadvisors.com 21

A visualisation of the speed of growth and death of large companies


Quiz question #2: what’s this?


A visualisation of the change in how large companies value themselves


Away from “owning stuff”; towards the customer

+++ Channels Venues Media

+++ Outsourcing Partnering

Integrate, consolidate,

automate at the core

Minimise cost, maximise

scalability and quality


As more activities are standardised, more value comes from knowledge work

There’s more: Getting to grips with ‘customer intimacy’


Your customer

Customer Journey stage 1



Customer Journey stage n

Customer Journey

stage n+1

Gather intelligence through each customer journey to make future experiences more engaging

Marketing

Sales Operations

Service

Industry evolution has taken us down a challenging path

Your core

Your service centres

Partner A

Partner B

Supplier X

Supplier Y

Enterprises and value chains want to be dispersed, flexible

Great experiences want to be integrated


Customer Experience Excellence runs counter to the status quo for many


Access devices

Clouds, connectivity = increased choice

Consumer technologies and networks are puncturing enterprise technology services

Applications

Platforms


Social + Mobile = Opportunity to reshape knowledge work


Image/video capture

Audio/speech capture

Location/orientation

Gestures/signatures

More computing power than the entire Apollo 11 moonshot program!

Notifications/actions

Time to wake up and smell the coffee! this is your organisation

In your organisation, work is ripe for reinvention in all six dimensions


Who?

When? Why?

How?

What?

Where?

BPM creates systems of co-ordination


Technologies Techniques

Systematically manage and improve knowledge about “what works in work”

Apply knowledge to directly co-ordinate and measure work in day-to-day business operations

Act across people, departments and even organisational boundaries

From highly structured to semi-structured work

Create systems of co-ordination, comprising elements of smart software and individuals’ knowledge

4 ways that BPM helps organisations

• Restructuring

• Flexible IT and process outsourcing

• Flexible business partnering, supply chains

Business model flexibility

• Enable fast service introduction, alteration, combination

• Support offers based on performance, quality

Product/service innovation

• Discover, measure, standardise, automate, enforce processes

Operational efficiency/quality


In addition, BPM initiatives can create a collaborative environment for business and IT staff to work together at multiple levels

BPM: A disciplined approach to optimising the efficiency and effectiveness of key business processes throughout their lifecycle that is built around smart change management tools and practices.

At the intersection of four competencies

Process improvement

Performance Management

Compliance

Application development

BPM


Knowledge and people


Technologies Techniques

Systematically manage and improve knowledge about “what works in work”

Apply knowledge to directly co-ordinate and measure work in day-to-day business operations

Act across people, departments and even organisational boundaries

From highly structured to semi-structured work

Create systems of co-ordination, comprising elements of smart software and individuals’ knowledge


Adoption Trumps Design Perfection

• Big bang IT investments (massive forklift ERP implementations etc) are completely off the table, possibly forever

• Buyers want investment roadmaps with clear payback each step of the way

BPM is an agile delivery strategy


BPM provides a business platform for agile transformation Supporting: - Iterative project cycles - Continuous stakeholder engagement - Visible value delivery

• Historical, ‘scientific’ approaches to process improvement worked well for processes involving lots of capital, facilities

• But most of today’s improvement opportunity concerns knowledge work

• An open, collaborative approach leads to improved quality of the ultimate outcome - the acceptance of the change or improvement by those people it impacts on a day-to-day basis

BPM is a change management strategy

www.mwdadvisors.com 39

BPM provides a business platform for realising the value of change investments Supporting: - Widespread understanding and buy-in - Creation of change champions

In knowledge work /service improvement scenarios, people are the product: acceptance is all

© MWD Advisors 2012

BPM implementations bring three kinds of change

Changes to procedures and

working patterns

Changes to technologies used

in daily work

More transparent monitoring and measurement


• Understand the “personalities” of key business activity areas

• Understand the business strategy and goals

• Look for gaps and map to BPM benefits

• Both success and failure breed fear and resistance to change

• Acknowledge fear and use approaches that deal with it explicitly

• Get individuals involved • Cultural/social sensitivity is

a requirement

Permission, opportunity and fear


Tools, skills and resources will get you nowhere if you don’t have the permission to maintain them or deploy them

• No real-world BPM initiative has the luxury of time, skills or budget that would allow infinite efforts to be expended on ensuring that everyone is 100% comfortable with changes

• Start thinking about how you're going to manage change as soon as you possibly can

• Define a measure of ‘practical acceptance’

• Work to identify ways to multiply the force of your efforts

Change takes time – work on it right from the very start


a d v i s o r s mwd

helping you create business improvement from IT investment

Thank you and good luck!

@neilwd [email protected]

BPM in action

700 customers in 60 countries

Optimizing union membership experience

• CFDT is the leading French

association of trade unions,

with 1,200 affiliated unions

• Key results:

– Membership transfer between

unions now possible

– Complete follow up of the

800,000 new members every

year

– Central online membership

service


"This solution is scalable, fits our

needs and offers the possibility to

develop prototypes, which

reassured us about the success

of our project. “

Patrice Salsa

IT Manager, CFDT

Streamlined account request process

• Old Dominion University (USA)

– 24,000 students

– Over 1,200 teachers

• Key results:

– 3x faster turnaround for account

request processes

– Elimination of manual paper

based processes

– Additional automation of audit

process


“Streamlining our account

request process means we are

less reliant on manual paper-

based work. We have achieved

our goal of having an electronic,

online account request

process.”

Natalie Metzger

Middleware Developer, ODU

Better collaboration for managing insurance

claims

• Largest Insurance company in

Iceland

– 230 employees and 42 branches

– Responsible for 70 users and

45,000+ cases per year

• Key results:

– Increased efficiency and transparency

through 45+ automated processes

– Increased visibility on process and

improved knowledge sharing

– Improved decision management

“With its strong library of

connectors that provide flexibility

in integrating with other systems

and unique process templates for

developers, Bonita BPM

exceeded our expectations.”

S. Baxter

Department manager of Online

Services, VIS

Improved government Human Resources

processes

• French Ministry of Agriculture

– 36,000 public agents

• Key results

– Global improvement of HR

management by administrative

agents

– Ease and flexibility to become

compliant with new HR laws, and

ability to reach state and Ministry

objectives.

“The ministry of agriculture has

been the first to meet

compliance standards and to

connect to the National Payroll

Operator system.”

Project brochure AGORHA-

ONP

Public sector outsourcing – coastal buoys

management

• North American marine agency

• Key results

– More transparency during

operational processes

– Better report on status and better

identification of potential problems

– Enable informed decisions on

whether to approve or adjust a

request

– Forecasting projections and to

anticipation for the next seasons

“Bonita BPM’s connectors ensure

that the customer doesn’t have to

do any extra modifications to their

existing information systems as

they document ‘people-based’

processes into objective

workflows.”

Heerbod Etemadi

CEO, Heerbod Corporation

Use case demo

360 Customer Support

20130919

Process Templates: Easy to start, easy to extend

56 07/03/13

BPM Best practices

Pre-Built application

Accelerate your projects

Advanced integration

Available with Efficiency and Performance Subscriptions

Advanced integration


Employee Onboarding Process

Get your new hires ready to go, right from their first day in your organization.

Eliminate delays in onboarding that reduce employee readiness and contribution.

Get maximum benefit from powerful BPM tools, such as live process monitoring.

58

http://www.bonitasoft.com/system/files/products/data_sheets/employee_onboarding_one_pager.pdf

Leave Management Process

Make sure every leave is formalized and transmitted properly after validation to HR and accounting.

Assist your managers while making the acceptance decision for a leave request.

Synchronize with any payroll system, and integrate with your enterprise social network

Integrate with :

59

Watch video

http://www.bonitasoft.com/resources/webinar/customized-intelligent-leave-management




http://www.bonitasoft.com/system/files/products/data_sheets/leave_management_one_pager.pdf

Procure-to-Pay Process

Validate and import vendors and product catalogs

Manage data from scanned invoices and automatically validate them..

Automatically generate and send PO

Integrate with:

60

http://www.bonitasoft.com/system/files/products/data_sheets/procuretopay_one_pager.pdf

360 Customer Support Process

Don’t miss any request, wherever they come from.

Geolocalize the request to optimize local support

Integrate with:

61

Watch video

http://www.bonitasoft.com/resources/webinar/achieving-360-degree-customer-support

http://www.bonitasoft.com/system/files/products/data_sheets/customer_support_one_pager.pdf




Influence of Internet and Social Media

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"If you make customers unhappy in the

physical world, they might each tell 6

friends. If you make customers

unhappy on the Internet, they can each

tell 6,000 friends.”

Jeff Bezos, Amazon.com

Preliminary Analysis

Case escalation

Request an onsite

visit

Schedule a visit

Onsite visit Case

closure


Tech Savvy

Internet Friendly

Traditional Customer

Support Team Onsite Support Team

Customer Experience/Sales Team

CUSTOMERS ORGANIZATION

Commercial Offerings

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65

Commercial offerings We support your projects and accelerate their success

• Professional Services

- Training

- Certification in development and administration

- Consulting: On-Site or Remote

• Annual Subscriptions

- Gold or Platinum Technical Support

- Features to facilitate collaboration, speed development,

aid testing, deployment and administration,

advanced portal features

Consulting Services

• Process Design Definition and agreement among stakeholders

• Evaluation of Impact On hardware, existing software, external data, etc.

• Process Optimization Feedback to business to adjust the process to ensure

it is optimized from a technical and business prospective

• Testing Ensure business requirements match implementation

• Production Performance and growth are ensured

66

Bonitasoft Subscriptions

Team collaboration • Shared repository

• Productivity features

End-User Centric • Advanced Portal

• Mobile

• Process templates

Mission-critical • Monitoring

• Error management

• Live reconfiguration

Subscriptions

• Commercial license

• Professional Support

• Software Upgrades

Added-Value for Subscriptions

• Increased collaboration & productivity

• Powerful portal features including mobile access

• Advanced process administration

• Process template library

Secure your project from the beginning:

• Incident management

• Patches

• Knowledge base

68

Features by Edition


• Shared repository

• Develop. productivity

• Doc. generation

• LDAP synchronization

• Dynamic form designer

• Secure Web Services

• Salesforce Wizard

• SAP JCO2 Wizard

• Drill down reports

• Multi-environment

• Engine extensibility

• Optimized engine perf.

• Subtasks

• Mobile portal

• Biz data search

• Org. import/export

• Custom Studio profiles

• Process templates:

PTO + Onboarding

• Live parameters update

• Process monitoring

• Error management

• Configurable archive

• Graphical modeling

• User preferences

• Connectors

• Simple form designer

• BPMN 2.0

• Versioning

• Simulation

• Engine APIs

• Widget hints, tooltips

• Online documentation

Team collaboration End-User Centric Mission-critical For first projects

Subscriptions

Community Teamwork Efficiency Performance

Teamwork

+

Efficiency

+

Community

+

Partner Programmes


1 2 3

Building an application from scratch


E-Mail

DB

LDAP

CRM

…

ERP

IS

Architecture

72

Bonita Portal • Manage tasks

• Monitor processes

Bonita Apps Your Apps

Connectors

BAM

BI/KPIs

User

Mgmnt.

Task

Mgmnt.

Process

Mgmnt.

Bonita Execution Engine

API (Java, EJB, HTTP)

Authent. Document Event

Handler Identity Persistence

BP

M

Se

rvic

es

Generic

Se

rvic

es

Bonita Studio (clients)

Demonstration Invoice Validation


BUSINESS PROCESS


Initiator

(william.jobs)

Manager

(misa.kumagai)

< 5000 €

Comptability

(jan.fisher)

> 5000 €

Requester Validation Level 1 Validation Level 2

TECHNICAL INTERACTION


Requester

Online Form

Notification

REQUEST INFORMATION

• lastname(Text)

• email (Text)

• date (Date)

• price (Integer)

• attachment(Document)

• department (Text List)

Execution info

• validation (Boolean)


In Action

Bonita BPM in action


Demo Steps – Part One

- On Bonita Studio with a Skeleton process :

• Add variables

• Add transition conditions with “parameters”

• Design forms

• Define actors

• Configure email connectors

• Execute process


Demo Steps – Part Two – New Features

- On Bonita Portal :

• Create a Subtask

• Correct a bad parameter on email Connector

• Parameter change a transition/business rule

• Organisation/Actor mapping

• Reporting

• Search function

• Mobile portal



CORPORATE WEBSITE

Product & Services descriptions,

References, Webinars, White

papers

OPEN SOURCE COMMUNITY

Forums, Contributions, Source

Code

twitter.com/

bonitasoft

facebook.com/

bonitasoftbpm

linkedin.com/groups?

gid=3182097

youtube.com/

bonitasoft

Thank you, and…

STAY CONNECTED WITH US!