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1 Copyright 2009 All rights reserved. Global 360 Inc.
1
Terry Schurter
Director Product Strategy
Global 360
Mikhail Dikov
Microsoft SharePoint MVP
Global 360
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Copyright 2009 All rights reserved. Global 360 Inc.2
Todays Speakers
Terry Schurter [email protected] of Product Strategy, Global 360, Inc.Author: The Insiders Guide to BPM: 7 Steps to ProcessMastery
Mikhail Dikov [email protected] SharePoint MVP and
Principal Software Engineer, Global 360, Inc
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Love yourSharePoint thinkprocess withSharePoints
maturingcapabilities
Pick the right toolfor the job -- onesolution doesnt
fit all
LeverageSharePoint tosimplify how work
gets done forallparticipants in
your process
#1 #2 #3
How to leverage SharePoint as a ProcessPlatform - Agenda
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Love your SharePointA growing user community
100,000,000+ licenses
17,000+ companies
52% Market share (Forrester)
Fastest to Leader s Quadrant (Gartner)
60+% of CIOs see as CORETECHNOLOGY (IDG)
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Love your SharePointAnd leverage its true potential
Enterprise Content Management
Business Process Management
Collaboration
Content Sharing
Portals
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The content is in it
The features are there
Familiar user environment
Familiar development environment
Seamless integration with Microsoft
components
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Size to Fit your Purposeby understanding your process needs
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Love your SharePointThe SharePoint process sweet spot
DEPARTMENTAL
CROSS-ORGANIZATION
COMPLEXSIMPLE
New account opening
Customer on-boarding
Order-to-cash
Claims/Loan processing
Merchant services
Expense reports
Leave requests
Employee on-boarding
Accounts payable
Trade promotions
New Product Introduction
CollaborationGood fit forSharePoint
workflow(WF)
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Love your SharePoint But know its strengths
SharePoint Workflow
Quickly workflow enable content
Improve collaboration with routing and simple rules
Employ workflow across an entire site collection
Easily implement simple workflow paths
Ideal for static and straight-through processes
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Love your SharePointAnd expand its sweet spot
SharePoint OOTB Limitations Process Platform Capabilities
Static interfaces
Workflow within single sitecollection
Simple, single workflow paths
Scalability limitations
Limited workflow variability
Work moves across processeswith no loss of context
Cross-organizationworkflows and processes
Roll-back, routing back to previousworkflow steps or approvers
Ability to scale platform forhighest transaction volumes
Parallel processing
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DEPARTMENTAL
CROSS-ORGANIZATION
COMPLEXSIMPLE
New account opening
Customer on-boarding
Order-to-cash
Claims/Loan processing
Merchant services
Expense reports
Leave requests
Employee on-boarding
Accounts payable
Trade promotions
New Product Introduction
Love your SharePointEnhanced process platform sweet spot
Enhancedprocess
platform withSharePoint
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Copyright 2009 All rights reserved. Global 360 Inc.12
Simplify the way you workBy understanding who does work in process
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Simplify the way you workWith a platform built for productivity
Builder
Tools to easily collaboratewith business
Drag and drop visual
modelingSimulation, data capture& manipulation
Scalability
Re-use
Participant
Easy way to get, seeand do work
View of documents in
process context
Single interface to allsystems
Collaboration to gettheir job done
Manager
Access to business datato monitor teams, SLAs,& productivity
Process automation thatspans departments(internally and externally)
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SharePoint- based process platforms7 Key Business Requirements
How you can simplify the way you work:
Capture and manage process content in SharePoint
Fast deployment of end-to-end processes
Collaborative process improvement
Single user interface, including legacy data
#1
#2
#3
#4
#5 Intuitive, process-aware rich user environment
#6 Real-time process visibility
#7
Rich, Persona-based user experience
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Paper and electronic documents
Consistently categorize
Pre-packaged Search Webparts
View and mark-up documents
Use SharePoint native admin
tools
Capture and manage process contentin SharePoint
#1
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Visual drag-and-drop modelingenvironment
Pre-built tasks for fasterdevelopment
Data modeling integrated within
process design environment
No code deployment
Fast deployment of end-to-end processes#2
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The right information and toolseach user needs
Leverage and extendSharePoint's portal and webpart platform
Enable persona-based userexperience out-of-the-box
Rich, Persona-based user experience#3
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Abstract users from theback-end complexity
Access and update data via:
SharePoint web parts
Business data catalog
InfoPath Forms Services
Boost productivity, reducetraining costs and acceleratetime to competency
Single user interface, including legacy data#4
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Integrate all informationsources within the context ofthe user task, including:
Structured information in theform of data fields
Unstructured information suchas emails, faxes or electronicdocuments
Right documents arepresented to users at theright time
Intuitive, process-aware rich user environment#5
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Managers and analysts are providedthe tools to:
Monitor process status
Monitor team performance
Understand and control work priorities
Use real data to simulate the impact ofchanging work conditions
Real-time process visibility#6
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Leverage Microsoft Visio forbusiness analysis andsimulation
Compare simulated andproduction data
SharePoint-basedcollaboration
Collaborative process improvement#7
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How does Global 360 leverage SharePoint?
Visual ModelerApplication Manager
Web Parts with auto-wiring
InfoPath forms
Process IntelligenceBusiness AnalyticsTeam Management
Workforce Management
Simulation / CollaborationPersona user applicationProcess collaboration
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Leveraging the best of SharePoint todeliver process management
SharePoint
Repository
Legacy Systemslobal 360
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RecommendationsLook across your processes (big or small)
Account Opening &Servicing (IRA, ISA,etc), Accountdisputes,
Merchant Services,Mutual FundRecord Keeping
Loan Processing,mortgageprocessing,
WorkforceManagement
Compliance,Exception Handling
New Business,
Underwriting &Enrollment
Claims Processing,
Appeals andGrievances
Customer
Service/ExceptionHandling
Correspondence
Management,Policy ChangeManagement
Compliance,
Exception Handling
Finance and Admin(Permits, Taxes,Child Support,etc)
eGovernmenteFiling andInquiries, CitizensServices
eJustice for CourtsCasefileManagement,Redaction
Law Enforcement,DNA OffenderTracking, AutomaticWeapon Lifecycle
Tracking
Compliance,Exception Handling,Air Quazzlity Control,Endangered Species
Tracking
Order-to-Cash(Dispute Resolution,etc), Product linemanagement andapproval
Procure-to-Pay(Trade Spendcapture & SupplyManagement)
Product linemanagement andapproval
WorkforceManagement
Compliance,Exception Handling,Air Traffic ControlBeacon Maintenance
FS/Banking
Insurance
Government
Retail/Manufacturing
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Reduction ofPaper $20 / document to file
$120 / misfileddocument
$220 / lost document to
reproduce Copy, filing, storagecosts
ImprovedProductivity Shared document
access Single interface to
multiple systems
Reducedprocessing errors
IncreasedRevenue Monitor and maintain
SLAs
Provide new services Improved customer
service andorganizational capacity
Recommendations ---Look for areas of savings within your key processes
Proven process management ROI:
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Love yourSharePoint think
process withSharePoints
maturingcapabilities
Pick the right toolfor the job -- onesolution doesnt
fit all
LeverageSharePoint to
simplify how workgets done for
allparticipants inyour process
#1 #2 #3
How to leverage SharePoint as a ProcessPlatform - Agenda
Global 360
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Global 360Leader in process and documentmanagement
&
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Thank you for your time today
Read: Insiders Guide to BPM: 7 Steps to Process Mastery
Listen: 7 Steps to Process Mastery Video
www.GuidetoBPM.com
Download the SharePoint as a Strategic Weapon
Whitepaper
www.Global360.com/SharePointStrategicWeapon
Get More Information: www.global360.com
Request a demonstration: [email protected]
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