VISION BPM. Business Process Management.

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1 VISION BPM Business Process Management

2 2 Streamline your business processes with is an integrated business processes modeling, optimization and management solution enabling companies to increase their business performance. In today s competitive business environment, improving execution and tracking of key processes is critical to the survival of the company and can provide the needed edge over the competition. Successful companies invest in optimizing core processes to respond faster and deliver higher quality services to their customers, while reducing operational costs and improving profitability. streamlines the way companies work by mapping complex workflows, constantly changing rules and disparate data from legacy systems into a platform where processes are easy to deploy and manage. Without requiring any programming knowledge, the platform enables rapid visual modeling of web applications that can then be accessed from any device. Applicability support any type of business process, like: O Procurement approval O Expenditures approval O HR Systems (Performance management, recruitment) O Bank Loan processes O Ticketing O Collaboration and integration applications O Invoices approval O Contract generation and management O Document Management Benefits O Improve cost efficiency O Increase organization profitability and agility O Decrease time to market O Increase user responsibility O Simplify the business rules implementation O Create a common language between IT and business O Data Consolidation and transparent access to information O Analyze team activity and overall process KPI s Become a process oriented company, gaining control over business flows to save time and money. Visually design and automate flows of any complexity and develop applications quickly and easily without programming knowledge. Encourage users to actively participate in workflows by offering them a friendly environment and a seamless cross-channel user experience whether it s in a web browser, Microsoft Outlook, Web portal, on any device - PC, mobile or tablet. Simplify organizational change management initiatives by quickly and effortlessly deploying the organization's most complex business rules. Analyze processes efficiency in real-time so that you can continuously improve them.

3 3 Key Features of Workflow Visual designer Both technical and business users can create interfaces, design processes, define rules, generate documents and integrate systems using visual tools in a familiar and easy to use environment. Flows can be simple or complex, from procurement approval to credit management or back-office solutions. Business Rules Engine Business rules can be designed by any user who has the ability to write formulas in Excel. With the rules engine you can easily implement scoring, escalation and notifications or you can manage how information is displayed in the interface, documents and reports. Data Models The platform allows the definition of simple and complex data types, lists, parameters and entities allowing the implementation of any type of application. Web and Mobile User Interfaces The interfaces generated by the platform are responsive and can be accessed from any web browser or mobile device. The AngularJS technology allows the development of Single Page Applications providing a fluid, desktop-like user experience. Document Generation With you can design and generate document templates that can then be used in workflows to print any type of forms, like Quotes, Contracts or Invoices. Integration Plugins The platform allows integration with any system through a Plugin mechanism. Data can be imported from ERP, CRM, DMS or legacy systems and can then be used in workflows, rules, interfaces and document templates. The result can then be sent back to the originating system. Reporting and Alerts You can generate various types of alerts within workflows, from information transmitted by to reports generated by the system and exported in a predefined format. Administration The intuitive administration interface allows you to define users, roles and permissions. Workflows are delimited in areas of interest (Modules) and can be versioned. Applications generated using can be presented directly within Vision CMS portal as standalone applications or in existing Web applications through integration.

4 4 Technology Solution Architecture is a modular platform powered by the latest software development technologies. The platform is composed of several modules grouped into 3 levels and offers native integration capabilities. Presentation level The interface is developed in AngularJS, the latest framework created by Google for dynamic web application development. AngularJS is used to generate Single Page Applications, providing a fluid, desktop-like user experience. Generated processes and interfaces can then be presented in any Web technology (ASP.Net, Spring MVC, JSP). Services level Contains all the business logic and integration functionalities modules of the platform: O BPM Core platform core that exposes Web services consumed by other modules O BPM Administration web application supporting the visual configuration of the workflows and business rules O Data Connectors set of libraries that provide functionality for integration with other systems Data level The data storage repository: O BPM Configuration database that stores configuration data O Application Data the collection of databases that will store the specific business information captured in processes The platform is data storage technology independent and can use databases such as Microsoft, Oracle or Open Source. Integration capabilities The platform allows integration with any system at different levels: interface, data, entity or workflows. Through plugins, connectors provide native integration with leading business solutions offered by vendors such as Microsoft (Dynamics and SharePoint), Oracle, SAP, Liferay, Alfresco, etc.

5 5 Case Study Banking loan process can be implemented in banking for a wide variety of workflows, from customer acquisition and retention processes and credit scoring, risk analysis and fraud prevention and customer servicing and ticketing. For example, the loan workflow implemented with begins in the agency by adding a new customer and ends at the headquarters with the approval by the management board, offering a consistent user experience while ensuring complete integration with back office systems of the bank at each stage of the workflow. Step 1: Define your workflow Using the graphical interface of the platform you can define the statuses, actions and transitions of the workflow. In this case, the flow consists of the following steps: identifying the customer (create a new customer if it does not exist), input information on the loan application and then, based on certain parameters, credit approval workflow (analysis, financial and legal evaluation, risk assessment, etc.). Step 2: Define your Business Rules The platform allows the definition of business rules at each step, action or transition to validate a requirement or determine further action. Defining business rules do not require programming skills and is done in an intuitive and easy to use interface. Business rules can have any degree of complexity and may change over time without requiring the intervention of people with technical skills. In this case study the defined business rules managed credit scoring based on bank criteria and allocation of applications to different user groups according to score, credit value and other parameters. Step 3: Define the User Interface and Documents Templates At each step of the flow, interfaces were designed visually for adding, modifying and deleting customers, entering information about the loan application, comments and collaboration (feedback on approval or rejection of an action or additional information requests). Templates and documents were defined in the same way for printing all documents required in the flow, such as credit offers or customer contract. Step 4: Integration with Other Systems The platform allows integration with any external system. For example, in this case, loan applications can be initiated from any channel (existing website, mobile application, , call center). Searching for a client or creating a new one can be implemented directly integrated with the bank's back office systems. Documents generated in the workflow can be stored and presented in the bank s document management system and approved applications can be sent for processing directly into back office systems.

6 6 Portfolio Success stories Aerotravel Lufthansa, CRM, Sharepoint & BI Year: 2013 Improving the activity and reducing operational costs for Aerotravel Lufthansa, one of the first 3 Romanian tourism agencies, by optimizing the organizational processes that are focused on the relationship with business partners and on internal collaboration between employees. Assa Abloy & Vision CMS Portal Year: 2015 Improve efficiency by automating purchase orders approval processes using the Vision BPM platform for the biggest provider of intelligent locking systems, ASSA ABLOY Romania. is integrated with Microsoft Dynamics AX and Vision CMS portal to provide users a unified work experience. Băneasa Shopping City Microsoft Dynamics CRM & Loyalty Year: 2015 Increasing customer satisfaction through the implementation of a B2C loyalty and marketing solution based on Microsoft Dynamics CRM integrating concepts and technologies such as: Mobile Loyalty, Marketing, Proximity Notifications, SMS, In- App Notifications, Push and Pull Campaigns. Farmexpert Portal Loyalty Year: 2014 Implementing a loyalty solution for campaign management increasing customer and partner pharmacies satisfaction and the effectiveness of the sales team. The web portal developed using.net technology is integrated through web services with legacy systems and ensures complete traceability of the process. NN (ING Insurance) Liferay Portal Year: 2015 Implementation of the new Corporate Portal based on Liferay Open Source technology. The project involved Java development and NN platforms integration and was completed in just two months reaching over 100,000 page views in the first month after launch. Signal Iduna Signal Care Assistant Year: 2015 Development of the Signal Care Assistant Mobile Application for Signal Iduna, a leading provider of health insurance in Romania. The solution developed for both ios and Android increases customer satisfaction by improving the relationship with the network of over 550 private clinics and partner hospitals. Visionware is the most important supplier of integrated solutions for Aerotravel. Because of the deep level of understanding of our business lines, Visionware has designed and implemented an efficient and intuitive architecture which greatly contributed to the optimization of the organization s processes that are focused on the relationship with our business partners. Furthermore, the solution for integrating Aerotravel s platforms brought more efficiency and a significant decrease of operational costs. Antonio Nițu, CEO Aerotravel Lufthansa

7 7 Visionware Deliver value for your business Visionware is the partner that helps companies streamline their business processes using the best solutions and software technologies Established in 2010, Visionware rapidly became the preferred partner of some of the most important companies in Romania. The swift growth of the organization is due to the ability of understanding the needs of each customer and proposing the optimal solution to specific requirements, while professionally implementing complex projects that provide value and ensure business goals achievement. Solutions Portfolio Visionware s solutions portfolio includes both own solutions and commercial and Open Source solutions, thus being able to meet any requirements for managing and streamlining business processes with the help of software solutions and technologies, for any type of company. Partnerships Through strategic partnerships established with the leading providers of software solutions and an experienced team we can successfully manage the highest requirements of our customers, relying on both technical skills and business specific knowledge. Visionware Solutions Vision Collaboration Vision Portal OneVision COTS and Open Source Liferay Portal Microsoft Dynamics CRM Microsoft Sharepoint Microsoft BI Technology Solutions Call Center (Lync, Cisco) Office Automation elearning Cyber Security Infrastructure Solutions Microsoft Java, Oracle Open Source Hardware Visionware s solutions and services have proven their efficiency in time for all kinds of companies, our team accumulating extensive experience in the following industries: Financial Services Travel Pharma Production Real Estate Services Professional Services Consultancy O Business process analyses, Enterprise Architecture O Software Development and Project Management Methodologies, Infrastructure Consolidation O Cyber Security Software Development O Microsoft.NET, SQL Server, Entity Framework, MVC O Web Services, System Center, Integration O Java, Java EE, PHP, MySQL, Open Source O Oracle Web Center, Oracle ADF, Oracle Database O Angular JS, Web Development, CSS, Responsive, Mobile O Specific technologies Quality assurance, operation, support and maintenance

8 8 Deliver value for your business Cotroceni Business Center B-dul Iuliu Maniu Nr. 7, Corp A, Sc. 2 Etaj 2, Sector 6, Bucureşti, România