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ERP solutions only solve 20% of business processes. Integrating your ERP with Business Process Management software can significantly improve your process efficiency. In this presentation we highlight these challenges and discuss how we have used BPM (PNMSoft's Sequence) software to streamline the process. Following our presentation there was an open discussion with our clients on their business processes, their success with SharePoint verse other BPM solutions and the need for a team dedicated to continuous process improvement and monitoring.
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Experts in Business and Financial Systems
How BPM strengthens ERPJune 19, 2013
Strategic Client Group
A group of TGO clients from various industries
The purpose is to provide an environment for our clients to ask questions and share their experiences and knowledge with others
Meetings are scheduled quarterly with different topics and open discussions.
Meetings are hosted at different members' offices, selected sites or TGO’s office.
Strategic Client User Group
Today’s Challenges Limitations of ERP Solutions How to improve ERP with BPM Workflow Solution Spectrum How to pick your first BPM process Business Processes we have deployed Other Workflow opportunities Training Discussion
Overview
Gartner: “ERP is only 20% of the Process”
“…"best practices" embedded in an ERP primarily automate routine, highly repeatable task sequences to record the business transactions. However, these structured portions of core operational processes represent perhaps only 20% of the actual effort required to create and deliver value to customers and constituents.”
From Gartner’s Liberate Your Business Processes From Your ERP With BPM for Agility Published: 1 May 2013
BPM suites liberate processes from the ERP and enable process agility at the pace of your business.
Islands of Information
ERPDB
CRM
HR
Disconnected systems means alienated, disconnected users, multiplication of efforts, process gaps and errors.In 1 Word: INNEFFICIENCY
Business Process Management
Business Process Automation
Model
Implement
ExecuteMonitor
Optimize
With business processes
automation you can
enable a full process to
strategize, execute,
monitor, and constantly
improve your business
processes & performance
LOBIntegration
Industryprocesses
com
plex sim
ple
Professional W
orkflow P
ower E
nd D
eveloper Designer U
ser User
Forms-based ActionsEmail NotificationsTask Assignments
Document processesReviews
Weekly status reports
Custom WorkflowsService Requests
Asset Management
Workflow Positioning
ISV Solutions / 3rd Party Add-Ons Embedded WorkflowDesigners
WorkflowEngines
Case ManagementFrameworks
RoutingSerial or parallel workflows Simple Approval workflows
Feedback Workflows
Office Server capabilitiesList Management
Publishing ProcessesMonitoring or Validation
TRACKINGIssue ManagementStatus monitoring
Out-Of-The-BoxWorkflows
Efficiency less time spent on mundane tasks manage by exception
Visibility management can see staff’s progress, makes planning
easier and ensures completion Consistency
in following process, makes it easy to hire and train new staff
Satisfaction retain customers and staff
Compliance nothing falls through the cracks
Benefits
Sequence Demo
Simple process with minimal conditional routing
Impact a large number of users Minimize the number of departments
involved Process that addresses major cost / risk
reduction Involved / Interested process owner Focus on internal users Minimize the integration touch points
How to pick the 1st process
Start simple
Time Entry
Consolidate multiple entry windows
=
Imagine changing this…
…into this.
Streamline your Paper Approvals
Sequence can use data from various systems
Mobile SupportProcessTO GO, Sequence Kinetics’s Mobile BPM Portal includes:
Support for all Tablets and Smartphones
Process and Task Management
Mobile Forms in one click
Geolocation Features
Uploading Photos
Social Collaboration
Dashboards and Reports
One Click Task Approval
Processes Automated
Purchasing Capital Expenditure Procurement New Vendors Receiving Invoice Approval Returns Management
Contract Management Payment Cycle Mgmt. Signing Authority
Matrix
HR Vacation Request Time Entry Expense Reports On boarding
Marketing Promotion
Approvals & Timelines
New Company New Project
Example Workflows
Human Resources
• Time Card Processing• Expense Report
Processing• Payroll Processing• First Day/Last Day
Management• Recruitment Process• Hiring & Orientation• Succession Planning• Benefits
Administration• Performance Review
Finance
• Requisition Management
• Capital Expenditure Tracking
• Employee Expense Management
• Regulatory Document Management
• Property Tracking/Accounting
• Internal Audit Process• Claims Liquidation
Processing• Check Request
Processing• Real Estate
Management• Asset & Knowledge
Management
Sales & Marketing
• Account Management• Claims Processing• Product Launch
Management• Product Lifecycle
Management• Installation
Management• System Enhancement
Management• Customer Acquisition• Sales Planning• Distribution/VAR
Management• Global Product
Development Management
• Publicity Management
Customer Management
• Service Agreement Management
• Professional Service Management
• Warranty Management
• Call Center Service• Repair Planning
Management• Customer Lifecycle
Management• Sales Channel
Management• Inventory
Management• Service Fulfillment
Sequence Version 7.x Training
Week of July 15 or 22
Discussion
