SEQUENCE Integrates with Microsoft Dynamics to Provide Enterprise BPMS Capabilities

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1 SEQUENCE Integrates with Microsoft Dynamics to Provide Enterprise BPMS Capabilities

2 SEQUENCE BPM Suite: Enterprise Process Control PNMsoft s SEQUENCE is a collaborative BPMS (Business Process Management Suite) which enables organisations to automate, control and mobilise their end-to-end business processes. SEQUENCE manages mission critical processes for many of the world s largest enterprises.

3 About PNMsoft Global company, offices and partners network worldwide SEQUENCE: leading BPMS product Provider of Vertical and Horizontal BPM solutions Endorsed by Bill Gates (Click Here for the video) Microsoft BPM & SOA Partner of the year finalist 2009 Gartner BPM Cool Vendor 2010 IDC Major BPM Player 2011 Trusted BPM partner for Fortune 2000 companies

4 What are Dynamics Native Process Capabilities? Dynamics ERP/CRM solutions enable business users superior access and oversight on customer/business data, and on the status of their professional tasks and campaigns. Some basic workflow functionality is included, while more advanced process require complex coding and integration with multiple systems.

5 What is missing for enterprises which require end-to-end business process management? The ability to design complex, cross-enterprise processes, with advanced business logic, systems integration and mobile support, using a browser only, and without extensive programming. Of course, advanced developers can program custom workflows from scratch using Windows Workflow Foundation, which can be imported into Dynamics using advanced coding between multiple interfaces. This is a costly and time consuming process, requires local installation of development tools, and not all BPMS features can be achieved.

6 Enter SEQUENCE a proven, Enterprise BPMS that easily integrates with Dynamics Products. SEQUENCE Enterprise BPM Software Suite SEQUENCE Business Process Designer SEQUENCE SharePoint Flowtime Interface SEQUENCE MS-SQL Database Dynamics ERP Dynamics CRM

7 SEQUENCE Dynamics Solution Includes: A process engine with unique online integration with Dynamics Products (CRM, AX, NAV, GP), directly from its web-based design environment, enabling Dynamics data to kick off mission critical processes. An business-user oriented process design environment that enables a small team to deliver hundreds of processes that reach all employees across the organisation. Microsoft UI as the working environment (Office, Outlook, SharePoint) and Web Forms to reduce costs of the technology footprint, maintenance and training. Strong monitoring (real-time dashboards) and process optimisation tools for process improvement. The ability to create, retrieve and update Dynamics entities so that end-users can complete their work in either SEQUENCE or Dynamics.

8 So, what s the Added Value? What can SEQUENCE + Dynamics do, that Dynamics alone cannot? Let s take a tour and find out

9 SEQUENCE s App Studio is built for business users 100% Browser Based. Codeless process implementation Activities organised in swim lanes and containers Design collaboration in a Web environment Process integrity validation prior to execution Source Control for multiple developers Extensible design for custom activity creation Process image export for external use Rich modelling functionality One model, two views: Business View and Developer View It enables business analysts and developers to collaborate more closely and easily, resulting in the right process the first time, more of the time. 8

10 It enables you to quickly construct complex processes including both human and system activities Add swim lanes to organise activities. Edit activity properties easily. Rapidly add activities to the process canvas with one click. 9

11 This Dynamics entity represents a safety incident. Without a process, this safety incident may not get handled properly, or not get noticed! SEQUENCE can kick off a process which ensures that the safety incident reaches the correct chain of employees and is dealt with until closure (see next slide) 10

12 SEQUENCE kicks off a process which ensures that the incident is handled correctly Integration activities can be quickly added to SEQUENCE processes in one click. A wizard-based GUI enables you to define the Dynamics connector. Handle Incident SEQUENCE can import Dynamics entities such as the safety incident, and ensure that the correct employee handles them. Once the incident is dealt with, SEQUENCE updates its data and status in Dynamics.

13 SEQUENCE enables you to build complex business rules using Dynamics entity data This business rule decides how to route a bid management process based on a complex calculation of its various deadlines. 12

14 creates Advanced Analytics which determine process flow. This analytic routes processes according to live performance data of each stakeholder. 13

15 and manages organisation-wide access and permissions via connection to the Active Directory. You can add new organisational groups, users and roles, and grant process permissions to each user/group according to requirements. 14

16 It includes a powerful UX Studio which can create web forms for complex scenarios and multiple platforms SEQUENCE App Studio includes a 100% web, WYSIWYG UX Studio: All form controls are ASP.NET controls. Support for complex data model. Advanced data binding options. Multiple views per form. ASP.NET Ajax support. Tight integration with the SEQUENCE expression engine. Creation of a rich GUI experience by non-technical users. Full mark-up editing and server-side code writing for complex scenarios. It empowers developers to create forms faster, and gives them full control over form data, views and functionality. Developers can easily create views for both PC and mobile. 15

17 Users Operate Processes via SEQUENCE s SharePoint Flowtime, or as web parts within another front end Users initiate and manage their business processes in SEQUENCE SharePoint Flowtime: Process data and status are highly visible, enabling mangers and employees to make fact-based decisions. Managers can track employee tasks & bottlenecks, to optimise performance. Social BPM features enable process participants to share information and collaborate. Each data part of SEQUENCE Flowtime can be added as a customisable SharePoint web part. 16

18 Users Can View and Initiate Business Processes This web part shows the user s available business processes. 17

19 View and Complete Process Tasks The My Open Messages web part shows this user s process tasks. The User opens each Task and completes it. 18

20 Track and Manage Open Processes Users can also trace the process s audit trail Users can open a flowchart status window of each process 19

21 Post Questions/Comments to the Process Wall/other users Comments and Questions can be private or for all users. 20

22 Users Can Receive and Complete Process Tasks via Outlook Users click a link in the to open the task. Tasks can be configured to be completed by 1-Click. 21

23 Managers Can Access Rich Monitoring Dashboards The Chart Web Part can show intra-process analytics or process-wide performance and reports. 22

24 Managers Can Delegate Tasks for Absent Workers 23

25 SEQUENCE can be deployed as a Case Management Solution which combines data and processes in one interface SEQUENCE Web Parts can be easily assembled for advanced Case Management solutions A global finance corporation uses SEQUENCE as its enterprise Case Management platform. 24

26 Enterprises Can Mobilise Processes with Process TO GO Process TO GO Mobile BPM includes: Mobile Portal A complete BPM suite where users can view their tasks, initiate processes, complete and submit simple forms. 1-Click Action - Enables users to respond to tasks by one click from their mobile devices (and PCs). Mobile MI Enables manager process reporting via mobile devices. Now users can complete their tasks on the go, improving process ease and performance. 25

27 SEQUENCE Puts BPM in the Cloud PNMsoft s Cloudworks Cloud Offering consists of three groups of capability: SEQUENCE IN THE CLOUD - a full Business Process Management (BPM) suite delivering enterprise capabilities. SEQUENCE FRAMEWORKS IN THE CLOUD - provides a selection of horizontal and vertical frameworks that enable customers to deliver benefits in specific areas within shorter timescales using existing content and building blocks. SEQUENCE TO GO - is a collection of services that enable all PNMsoft customers to realise many of the benefits of the cloud, no matter where they choose to host their SEQUENCE environment. 26

28 SEQUENCE Enables Control Over Multiple ERP/CRMs SEQUENCE can be deployed as agile layer across multiple ERP/CRM systems with embedded business rules and logic. SEQUENCE leverages ERP/CRM data and enables you to automate manual processes and ensure data consistency and visibility. SEQUENCE integrates with industry-standard ERP/CRM systems such as Microsoft Dynamics CRM, AX, NAV, and GP, providing users with familiar Microsoft tools to initiate and control processes. SEQUENCE

29 SEQUENCE Architecture for Multiple ERP/CRMs Systems

30 Let s sum up What Can Enterprises Achieve with Dynamics + SEQUENCE? Rapidly implement complex end-to-end enterprise processes with hundreds of tasks, forms, business rules, in-process analytics and stakeholders. Integrate processes with Dynamics ERP/CRM entities, using easy-to-configure SEQUENCE activities and wizards. Enable Dynamics entities and users to initiate business processes, and achieve advanced process tracking, social BPM features, monitoring and delegation. Design complex processes using a business-user oriented graphical flow chart interface. Use SEQUENCE s 100% web ASP.NET form studio to design interactive web forms for all types of organisational and business requirements. Give users access to full BPM suite capabilities via their mobile devices. Provide management with rich, easily configurable dashboards which leverage enterprise-wide data. Design and implement cross-enterprise processes and case management scenarios.

31 Example: IT Purchase Request Process SEQUENCE SharePoint Flowtime Business user requires a new laptop Completes the online Purchase Request eform End-to-End Business Processes SEQUENCE launches the ERP PO Process and waits for its completion Approved? SEQUENCE raises order in ERP Dynamics ERP The latest procurement catalogue of items for this user is retrieved from the ERP and displayed as part of the form Core Finance Processes Appropriate details of the order are passed back to the ERP. SEQUENCE MI ERP DATA ERP MI Finance HR Procurement Others

32 Case Study: GeRAP IT Services Provider for Portuguese Government GeRAP used SEQUENCE to deploy its Finance and HR processes across the Portuguese public sector to save money, improve user experience, and boost productivity. The Business Requirements The need for standardized processes across the Public Administration. The need to create a Shared Service for HR and Finance with tight integration with existing ERP, CRM and a SharePoint Flowtime interface. The Solution A SEQUENCE process layer over the ERP and CRM platforms with integration from its web-based Forms directly to the ERP and CRM. An environment for process designers and business experts to deliver hundreds of processes that reach all public sector employees via a SharePoint front end. The Business Benefits Solution has reduced the requirement for end user training and accelerated adoption. TCO has gone done by 80%. Time to delivery has gone down by 70%.

33 GeRAP Case Study: Solution Architecture

34 Phone: + 44 (0)

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