Becoming Agile With BPM

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YOUR ENTERPRISE, SIMPLIFIED

Transcript of Becoming Agile With BPM

YOUR ENTERPRISE,

SIMPLIFIED

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Everteam connects

people, process and content

to improve customer experience,

streamline business processes,

optimize records management,

and adhere to compliance requirements.

Everteam Company Highlights

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►Over 25 Years of ECM and BPM Leadership

►1000+ Customers on Five Continents

►Extensive experience implementing industry

solutions to address complex business

requirements

►Cited as Leaders by Prominent Analyst Firms

►Acquired Intalio to Incorporate Leading iBPMs

technology into ECM platform

Life

Sciences

Engineering Insurance Media Public

Sector

Key Verticals & Customers

What the Industry Influencers Say About Everteam

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“Everteam’s customers appreciate the easiness of use of the

products.” | 2014

“Everteam, in the worldwide top 10 of

ECM solutions.” | 2013

“Everteam has one of the most organically developed offering on

the same platform.” | 2015

“Strong Performer that offers increasingly credible alternatives to

the traditional suite vendors, particularly for clients with a clear

cloud-first,

mobile-friendly, or analytics-driven content management agenda.”

| 2015

“The Everteam solution is amongst the best

ECM systems reviewed by CXP.” | 2015

Today’s Market Drivers

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✓ Digitization and modernization trends

driving increased focus on user

experience

✓ Increased regulatory and information

governance requirements and

concerns

✓ Cost and resource burdens for legacy

applications and processes driving

modernization and archiving projects

✓ Demand for purpose-built, vertically-

specific applications

✓ Increased demand for historical

enterprise data to drive business

decisions and differentiation

✓Mobile workforce demands creating

more need for omni-channel access of

company content and records

✓ Content types continue to proliferate

driving robust requirements for

archiving and information management

✓ Adoption of cloud applications driving

archiving opportunity

Who We ServeLarge to Very Large Enterprises and Agencies across Market Verticals

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MEDIA & TELECOM

GOVERNMENT

ENERGY & UTILITIESFINANCIAL SERVICES

MANUFACTURING & PHARMA TRANSPORTATION

Global Customer Reach and Support

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LATAM

North

America

Europe

MEA

APAC

Customer

Presence

Everteam

Presence

We Engage with You Directly or Through Global Partners

everteam

industry

solutions

everteam

applications

everteam

platform

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Everteam Product

Portfolio

SEARCH & ANALYTICS everteam.analytics

Our Solutions Encompass the Entire Process & Content Lifecycle

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CONTENT

everteam.content

ARCHIVE

everteam.records

CAPTURE STORE

Digital

Physical Cloud

On-

Premise

WORKFLOW

everteam.case

everteam.iBPMS

Everteam Platforms | ECM and BPM

Breadth and Depth of Technology

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Product Line Value Proposition

eversuite.case

Document oriented workflow manager, allowing

the processing of documents in different manners

depending on their type.

eversuite.records

Archiving solutions for enterprise records

management, application archiving and industry-

specific compliance requirements

eversuite.analytics

Business insights from your entire information

estate across enterprise applications and records

types

eversuite.iBPMS Content and process management for complex

business workflows and end-user engagement

EverSuite PlatformPowerful and open ECM and BPM platform for

rapid and custom business solution development

Everteam.ibpms 8.0

George Hrawieverteam.ibpms

Pre-Sales Consultant

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everteam.ibpms 8.0 changes everything.

everteam.ibpms delivers a single platform for

collaboration, development, analysis, and

optimization of critical business processes.

Examples of the processes we have automated

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Customer Support

Ticketing

Proxy Voting

within Financial

Worklfow

Workforce

managementLoans

underwriting

Telecommunication

company uses

everteam.ibpms to

receive and route the

different incidents

reported by customers

Investment management

corporation uses

everteam.ibpms to be in

compliance with the

proxy voting procedures

A brewing company

uses everteam.ibpms

to optimize the

allocation of their

workers in production

lines

Real estate financial

services company

uses everteam.ibpms

to manage all the

details of their loans

underwriting processes

Review and

Approval of Media

Assets

Media company uses

everteam.ibpms to

manage the lifecycle

of the digital assets

of their marketing

operation

Service

provisioning

Telecommunication

company uses

everteam.ibpms to manage

the different systems

involved in activating

services to customers

Range of implementations across industries and use cases

everteam.ibpms Platform Overview

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Technology

Enabler

Security &

Compliance

Analyst

Workbench

Integrate existing

application and

systems for

seamless

workflow

User

management, and

security

administration

User-friendly

process modeling

for the business

users

Process

Agility

Business User

driven,

continuous

innovation in real-

time

Actionable

Dashboards

Real-time

reporting and

process activity

tracking with

detail drill down

Integration

Open platform to

easily integrate

with business

critical systems

and applications

A non opinionated BPM platform with a low-code development approach focused in delivery long term

reliable and high performance process automation

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The path to success starts by unlocking the knowledge

and experience from those that own and are responsible

for an specific process. Often these business experts are

forced to explain to IT how the process should work or

are given tools that enforce technical concepts too early

in the project lifecycle. These situations create

unnecesary challenges that disrupt the creative and

collaborative engagement needed to understand how a

process should and can work.

Analyst Workbench is a web-based BPMN 2.0

collaborative modeling environment. It allows non-

technical users to model and document their business

processes with a strong focus on collaboration and

knowledge sharing. Modeled processes can be imported

in everteam.designer for further automation and

deployment.

Business users

taking control of

their processes

Feature Spotlight: Analyst Workbench

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Analyst Workbench empowers business users to lead process discovery, definition, and modeling. By leveraging

collaboration and documentation features embeddded in the Analyst Workbench, non-technical users can

iterate and model processes until the desired behavior is reflected in their own diagram. These diagrams not only

become corporate knowledge ready to be shared with the organization, they also can be delivered to

process engineers in IT to be turned into live processes.

Analyst Workbench

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For those performing processes and tasks, the idea of an

automated solution may sound scary. "What if I need

something else?" "What will I do if some case needs

some unexpected processing?" These concerns can lead

to additional-- and long -- requirements that reflect users

trying to cover every possible scenario. More

requirements can’t guarantee that all possibilities will be

covered -- but do disrupt the project team’s ability to

deliver a solution in a timely manner.

Adhoc Processing delivers support for adding new,

human-driven activities to an automated process

instance at runtime. Users are in control of the new task

placement in relation to the current tasks. New tasks

inherit all the process context and execute as if they

were modeled in the original process diagram.

Automate processes

without

compromising

flexibility

Feature Spotlight: AdHoc Processing

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Business users have traditionally feared that automated processes would limit their ability to

react to unpredictable scenarios. Ad Hoc tasks remove that fear by giving users full control of any

new/special tasks that need to be included in a particular process instance - without compromising

BPM abilities to audit the complete process execution.

Adhoc Processing

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When process activities are executed by a dedicated

team, running a high-performance operation depends on

the ability to maximize the productivity of team members

and to intervene in real-time. As more businesses

support their high-volume processes using BPM

technology, more features are needed to ensure high

efficiency without compromising control.

Task balancing features provide out-of-the-box

algorithms and support plugging in new ones to distribute

human tasks across a group of process participants.

Once deployed, our team dashboards offers team

managers visibility into processes in progress and the

capability to intervene when necessary.

Feature Spotlight: Team Operations

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Better visibility for

the front line of

process execution

Team managers can direct the process model to distrubute tasks in the patterns that

deliver better results and still closely monitor team performance in real time. As team managers

feel more comfortable supporting operations with automated solutions, more processes

will be candidates for automation leading to an increased understanding, control, and

productivity of business operations.

Team Operations

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Processes tasks usually deliver the basic information

needed by the task worker to complete the tasks. Still,

context is relevant. "What happened before this task?"

"What conversation did my teammates have about this

particular case?" "How can I team up with my peers to

get this done?" All of these are reasonable requests from

task workers while completing tasks. Still, there is

resistance to implementing these capabilities in each

process task.

Human tasks now come with a rich context that allows

process workers to collaborate with peers via

conversations and by sharing the tasks and related files.

everteam.ibpms 8.0 also includes features to understand

the history of the process instance and the ability to see

exactly where is the current task located in the process

model.

Empowering those

that get things done

Feature Spotlight: Tasks Context

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By giving tasks workers richer understanding of thier tasks and tools to collaborate, fewer

requirements will be pushed to process engineers, thus reducing the time-to-market of the

automated processes. Also, these extra tools facilitate the work needed to complete tasks,

delivering higher productivity and better process results.

Tasks Context

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Process owners and responsible stakeholders need to

understand how is the operation performing and to be

able to identify trends that could lead to opportunities.

Being able to see day-to-day details and easily jump to

an aggregated view of key processes is critical to support

the ongoing effort of achieving business objectives.

Common task execution performance metrics are

collected by default without requiring any effort from

developers or users.

Users can create and share customized dashboards that

summarize the status and common performance metrics

of deployed processes.

Effortless and

secure process

performance

monitoring

Feature Spotlight: BAM Dashboards

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Process performance insights are a basic benefit that customers seek when implementing BPM.

By removing the development effort to collect the most common data and allowing administrators

to create as many dashboards as needed to ensure the accessibility of the summarized information,

customers can expect out-of-the-box value and reduce their development effort.

BAM Dashboards

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CHALLENGE:

Update processes for review, approval and routing of

ever increasing and massive volume of content while

addressing increasing global demand.

SOLUTION:

Everteam enables all aspects of the delivery model to

work together, delivering data between and among

products from several other vendors, orchestrating

media content flow on demand over more than a dozen

major workflows, accurately, reliably, quickly, and

scalably.

Everteam iBPMS

Customer Spotlight: Sky UK

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Thank You

APPENDIX

Who We ServeEnterprises and Agencies across Market Verticals

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MEDIA & TELECOM

Who We ServeEnterprises and Agencies across Market Verticals

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FINANCIAL SERVICES

Who We ServeEnterprises and Agencies across Market Verticals

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ENERGY AND UTILITIES

Who We ServeEnterprises and Agencies across Market Verticals

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GOVERNMENT

Who We ServeEnterprises and Agencies across Market Verticals

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MANUFACTURING

Who We ServeEnterprises and Agencies across Market Verticals

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TRANSPORTATION