jhaEnterprise Workflow™ - Symitar
Transcript of jhaEnterprise Workflow™ - Symitar
© 2017 Jack Henry & Associates, Inc.®
jhaEnterprise Workflow™September 27, 2017
Vance Nall, Technical Product ManagerSusan Griffin, Strategic Initiatives Analyst
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Announcement
Dates contained in this document are provided as estimates only and can be changed at any time at the sole discretion of Jack Henry & Associates, Inc.
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Workflow Management vs. BPM
BPM (Business Process ManagementAutomating actions or steps within a specific process or task
Workflow ManagementManaging the flow of work passedamong multiple people, products orprocesses
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Break Down Obstacles of Change
Procedures interrupted by adding new layers of productsComplicated IT structure created by mergers and acquisitions (M&A) or regulatory changesIT may lack an understanding of business prioritiesLack of IT resources to automate processesStaff turnover and loss of process knowledge
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Benefits of Workflow Automation
Smoother transition of new employeesEnhanced employee efficienciesDecreased input errorsImproved productivityReduced risk Enriched member experienceTracking of processAudit Log of all activitiesConsistency
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JHA Strategy
jhaEWF
• Synergy• Episys• Synapsys• Product D• Product E
JHA Enterprise Solutions
jXchange Product SuiteSYMXchange Product SuiteXperience FrameworkEnterprise EventingEnterprise Notifications
Single Process Solution
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• Do all your employees perform the same task the same way? • It is hard to track where your employees are on their tasks? • Are you confident you have mechanisms in place to protect
your credit union and employees on your processes?
Questions
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jhaEnterprise Workflow™ Opportunities
New account opening
New product offerings
Employee onboarding/termination
Account maintenance
Rate changes
Change of name andaddress
Replace all CU
checklistsMany more!
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Workflow Landing Zones
Workflow Administration
Workflow Monitor
Workflow Coverage
Workflow Queue
Workflow Definition
Workflow Search
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jhaEnterprise Workflow Roles
Workflow Administrator
Workflow Author
Workflow Manager
Workflow Worker
jhaEnterprise Workflow breaks up the employees responsibilities into Workflow Roles. The Workflow roles provide the ability to provide or limit an employees access in the system.
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Workflow Activity TypesActivity: Something either a person, or a server, completes. In other words, these activities are either automated or manual.
• Flow Activities• jXchange/symXchange• Email• External Applications• Data Query
Automated
• Manual ActivitiesManual
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Integration Opportunities
ODBC DataSourceExternal Application
3rd Party Web ServiceWord FormsSymXchange
Xperience Plug-In
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Other Nuggets with jhaEWF
o Episys PowerOn’s being worked on to start workflows from Episys
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EWF Benefits
Streamlined
Consistent
Standardized
Distributed Work
Increased Efficiency
Auditing
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Returned Mail Process
jhaEWF emails member asking
them to contact the CU with the new
address
Was the member’s address changed
two business days later?
Did Member Services get the
corrected address?
jhaEWF instructs the assigned
Member Services person to contact
member
Start potential fraud workflow
Was the member’s address changed
two business days late?
jhaEWFchanges the member’s
address in core
jhaEWF refiles image of the mail and ends workflow
Mailroom scans returned mail
item into Synergy ECM™
YES YES
NO NO NO
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Nightly Jobs Starting Workflows
Scenario:
GOODNIGHTBatch Files
jhaEWF
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Accounts Payable Vendor Invoices
Scenario:
Managerapproval & routing
Synergy
• Check numbers• Pay date• Name of approving
manager
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Affidavit of Cash Dispute
Scenario:
Risk Oversight
Account note updates
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Garnishments
Scenario:
Operations Support
7 daysHuman
Resources
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Credit Union Wide
“Currently, we have 123 active workflows and about 25 in production … Almost every department uses [jhaEnterprise Workflow™]. The Call Center uses it. Lending uses it for automated reports. Operations gets a huge benefit with efficient handling of wires and check offers. Mortgage. Finance. It’s used across the entire organization from the CEO to temporary help.”
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Who is doing what?
“[jhaEnterprise Workflow™] users love being able to know who’s taking care of what process at any given time. They used to depend on email messages. Now everyone can see who’s got what task, and who’s done what.”
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Audit! How big is it?
“Prior to [jhaEnterprise Workflow™], we spent a week preparing for an audit; finding forms, determining when forms were signed and dated, and so on … The time saved on audit trails alone is probably four hours per week, averaged over a year.”
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How much time?
“With jhaEnterprise Workflow™, we’re saving 120 hours per month, at least. That’s with seven workflows, which includes some more complex ones and a few straightforward ones we did for the sake of consistency.”
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jhaEnterprise Workflow™ 2016.0
Events
• Listener service for events that subscribe to workflow (Synapsys®, core, etc.)
• Allows variables to be passed
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Enterprise Event Service
What Is an Event?
An occurrence or happening of significance to a task or program, such as the completion of an asynchronous input/output operation
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Enterprise Event Services and jhaEWF
Episys®
• Futures
Synapsys®
• Create a workflow from a Service Event Creation in Synapsys
• Create a workflow from a Service Event Modification in Synapsys
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jhaEnterprise Workflow™ 2016.0
Plug-Ins
• Develop a model to support an Xperience™ plug-in
• Embed the plug-in within Xperience to maintain the standard look and feel
• Allow third parties to live in jhaEWF
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jhaEnterprise Workflow™ 2016.0
Enhanced Search Capability
• Allow for saved searches• Assign saved searches• Populate variables into the
search
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jhaEnterprise Workflow™ 2016.0
Auto-Pop
• Provide the ability to automatically display the next MA to the worker
• Uses Locked to Last distribution• Allows the worker to process
items quicker
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jhaEnterprise Workflow™ 2016.1
Administrative Audit
Audits all the administrative activities in the jhaEnterprise workflow
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jhaEnterprise Workflow™ 2016.1
Workflow Scheduler
Provides the ability to schedule workflows to start at predefined times and dates, and be recurring if needed
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jhaEnterprise Workflow™ 2016.1
Workflow Design
Navigation
Added an outline navigation view to the Workflow Designer. Thiswill allow authors to jump to specific areas in the workflow instead of scrolling.
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jhaEnterprise Workflow™ 2017 Candidate
Synergy eSign™
Integration
Provide integration with Synergy eSign, which includes the ability to pass a document from jhaEWFto eSign for signature
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jhaEnterprise Workflow™ 2017 Candidate
Remove Required
Task
Removes the required task functionality within a manual activity screen
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jhaEnterprise Workflow™ 2017 Candidate
Workflow Dependency Awareness
• Provides the ability to import a workflow definition and allow all the dependencies to be created if they are not present
• Provides easier workflow portability for sharing and exchange
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jhaEnterprise Workflow™ 2017 Candidate
Workflow Search Updates
Limits workflow search to display only publicly displayed variables
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jhaEnterprise Workflow™ 2017 Candidate
Workflow Due Date Updates
• Allows variable to set actions due date
• Allow timers to calculate per the actions due date