Managing Business Processes

Transcription

1 Managing Business Processes with OpenText BPM Waldemar Kot Solutions Consultant Copyright Open Text Corporation. All rights reserved.

2 Business Processes are Critical 2

3 Without BPM - Problems Phone Mail 1. Consistency depends on human experience Fax Web 2. Informal tasks and processes Customer Service Invoice Reconciliation Account Administration Finance & Ops Executive Management 3. Duplicate data entry 4. Inconsistent execution and prioritization 5. Lack of control over 6. Poor visibility 7. No metrics

4 CRM Imaging SharePoint ECM ERP Billing Mainframe Business Processes with BPM 1. Automation 2. Consistency and auditing 3. Single user screen, taylored to specific personas Customer Service Invoice Reconciliation Account Administration Finance & Ops Executive Management 4. Shared information Process & Case Management Platform 5. Control over exceptions 6. End-to-end visibility 7. Metrics 8. Opportunity to improve

5 Hundreds of opportunities to improve your business! Sales Quotes / Pricing Underwriting Contract Approval New Client Onboard Compensation Meeting Planning RFP Admin Finance Invoice Admin Procurement Project/ Budget Approval Expense Management Chargebacks Budget Planning Compliance Know Your Customer Patriot Act Sarbanes Oxley HIPAA Basel II GLBA FISMA Marketing Advertising Events Management Packaging & Pricing Communications Creative Development Information Technology IT Request Management Portfolio Management App / System Support Incident & Bug Fix Change Control Certifications Customer Service Case Management Client Feedback Inquiry Management Escalation Management SLA Management Support Services Renewals Product Dev and Research Requirements Gathering Product Specifications Change Request Man Research Lifecycle Management Operations Inventory Management Order Fulfillment Client Management Events Management Facilities Management Award Distribution Legal Contract Management Investigation New File / Case Manag Regulatory Filing Legal Doc Management Human Resources Recruitment New Hire Onboarding Compensation Plan & Admin Benefits Administration Performance Management Training & Career Dev Employee Status Change Transfer / Relocation Leave Management Manufacturing Resource Procurement Order Management Change Request Trading Partner Manag Defect / Recall Man Equipment / System Repair Quality Assurance

6 Improved control over fuel delivery and reduced manual work by more than 70%, decreasing human errors by over 100% and reducing losses from 8% to less than 1% per month.

7 OpenText BPM Case Study: Rompetrol Wholesale Order Management Fleet service operations Purchase to invoice Wet & Dry Products Operations Management - Retail Complaints Management Fuel Supply Management - Retail Delegation of Authority Daily Compensation with franchise partners Invoice to payment Daily Compensation within group

8 Process: Delegation of Authority

9 Solution: Delegation of Authority Enterprise authorization platform Complex decision matrix Enabling direct translation of corporate governance policies to automated approval processes Capex / Opex Management authorizations w/in, outside budgets Loans, leases management Commercial docs, policies, exception notifications and more

10 Why OpenText BPM? OpenText BPM technology covers wide range of processrelated needs: modeling, simulation, optimization, automation, analytics for various kinds of business processes structured ( classic BPM ) unstructured (case management) easy of use = quick time to deliver the solution

11 Modeling & Simulation For both: Business Users to capture the essence of the business process process simulation and optimization ease of use (Visio-based) IT Professionals more sophisticated analysis broader context (enterprise architecture) repository of models

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13 Simulation

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15 Visual Forms

16 Integration with MS SharePoint

17 Mobile BPM To Do List Watch List Blank Forms

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19 Process Analytics OpenText analystview Simulation results Process data OLAP OpenText BPM OpenText managerview Reports Process data Excel Pivot Table Other systems

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24 Summary Business processes are critical OpenText BPM technology covers wide spectrum of process-related needs: from process analysis and simulation to automation and analytics for both: structured and unstructured processes for both: business users and IT

25 Thank you! Contact: Waldemar Kot Solutions Consultant, Eastern Europe OpenText Mobile: