FlowForma

Powerful Simplicity

Convention Centre Dublin

Wednesday 27th May 2015

▸Introduction and WelcomeJohn Purdy, CEO, Ergo

▸The FlowForma Approach to BPMNeil Young, Head of Product, FlowForma

▸Live Demonstration of FlowForma 4.0 for Office365Neil Young, Head of Product, FlowForma

▸Business Insights from FlowForma Office365 through PowerBIEamonn Breen, Technology Strategist, Microsoft

▸Customer PerspectiveShay O’Connor, Head of Solutions, FlowFormaShane Meehan, Aspen PharmaScott McKensie, eRisk Assessment

▸FlowForma Vision, Roadmap & Close-OutNeil Young, Head of Product, FlowForma

FlowForma BPM I Showcase Event

FlowForma

Introduction and Welcome

FlowForma BPM I Showcase Event

John Purdy

CEO, Ergo

John Purdy CEO, Ergo

Neil Young Head of Product,

FlowForma

FlowForma BPM I Showcase Event

Eamonn BreenTechnology

Strategist,

Microsoft

Shay O’ConnorHead of Solutions,

FlowForma

FlowForma

The FlowForma Approach to

BPM

FlowForma BPM I Showcase Event

Neil Young

Head of Product, FlowForma

- Dark Processes – Major LOB and Common applications don’t

address all the processes in the organisation.

- Incomplete Process Map – Organisations don’t have a full

understanding of key processes that exist

- Manual and Inefficient Processes – these exist in emails, file

shares, local stores – uncontrolled

- IT Solutions ‘Cost Too Much & Take Too Long’ perception =

poor workarounds

- IT Resources Stretched

- More People to perform the process than needed

- The Processes and related services they deliver are slower

in response and cost more

- ‘Ivory Towers’ emerge and defend positions limiting

management ability to change

- Understand and Manage the processes you are operating

- Be seen to help the business address the issue in a flexible,

dynamic way

- Improve service levels / speed of execution

- Improve efficiency / release resources for higher value activities

- Improve staff environment / increase morale = ‘remove the drudge’

BPM => Next Generation?

“Innovation in business process methods and

technologies used in most firms today has not kept

pace with the velocity of business change…”

Forrester [Market Overview – BPM Service Providers]

FlowForma BPM – ‘Powerful Simplicity’

Traditional BPM

Speed To Deliver

Simplicity

FlowForma BPM – ‘Powerful Simplicity’

Traditional BPM

Widespread Adoption

Simplicity

FlowForma BPM I An Introduction 12

Department Example Solutions

HR Performance Appraisals

Recruitment Approval

Leave Requests

New Joiner

Employee Contract Process….

IT Change Request Management

IT Helpdesk Management…

Finance CAPEX/OPEX Approval

Accounts Payable Approval

Expense Processing…

Operations Customer Data Mgmt Process

Product Data Mgmt Process

Timesheet Management

NPD New Product Innovation Process

C Sole Bay Consulting 2010

£ +

Fixing

Admin

Talking

Focus – Neglected business processes that leak time and money

Hygiene processes

(Forms)

Collaborative tasks

(SharePoint Sites)

Dark / glue processes – core

processes not supported by core

applications

(Forms + BPM + Transactional intergration)

Traditional BPM

Speed To Deliver

Simplicity Hygiene

Core

Me too

Collaborative

Dark

https://www.youtube.com/watch?v=_2K-txcDteU

FlowForma BPM I Showcase Event

FlowForma BPM I Showcase Event

Doctors Checklist – Central Line Injections

Manually observed – 1st month – 1/3 mistakes

2Yrs – Prevented 43 infections / 8 Deaths

Saved 2 million dollars in costs

John Hopkins Hospital, USA

Steps…

Questions…

Business Rules…

and Document Generation…

FlowForma BPM I Showcase Event

FlowForma BPM

Office365 Live Demonstration

FlowForma BPM I Showcase Event

Neil Young

Head of Product, FlowForma

• External Data Lookup

• Document Generation

• Repeating Tables

• Custom Layouts

FlowForma BPM

Office365 PowerBI

Demonstration

FlowForma BPM I Showcase Event

Eamonn Breen

Technology Strategist, Microsoft

FlowForma BPM

Customer Perspective

FlowForma BPM I Showcase Event

Shay O’Connor

Head of Solutions, FlowForma

Introductions

Scott McKensieDirector,

eRisk Assessment

FlowForma BPM I Showcase Event

Shane MeehanGroup Artworks

Manager,

Aspen Pharma

Shay O’ConnorHead of Solutions,

FlowForma

FlowForma BPM

Vision & Roadmap

FlowForma BPM I Showcase Event

Neil Young

Head of Product, FlowForma

2015 2015 2016 2016

Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4

Flo

wF

orm

a B

PM

Mobile Cross-Platform

Offline Sync

Citizen DeveloperProcess Step MapperProcess Spec Output

Ad-hoc Processes

Touch PointsInbound EmailScan & Index

DocGen - Excel

Multi-LingualIncluding In-Form

Translations

FlowForma BPM I Showcase Event

Step 1

New Joiner

Details

Step 2

CFO

Sign-Off

Step 3

HR

Activation

Step 6

Business

Unit

Manager

Step 7

HR Induction

Step 5

Facilities

Activation

Step 4

IT Activation

Process SLA

2d 5hrs

Flow Admin

James Adler

Assigned To: James Adler

Step SLA: 5hrs

View Permissions: N

Step Details

FlowForma BPM I Showcase Event

FlowForma BPM I Showcase Event

FlowForma BPM

Close-Out

FlowForma BPM I Showcase Event

FlowForma BPM I Showcase Event

6. Self sufficient

1. Identify pilot

process

2. Build POC

3. Validate & Scope

4. Build

5. Train

Delivery Model

FlowForma BPM Summary…

36

Scan to E-mail

Scan to Network

Folder

Authentication

Middleware / BPE Built –In Features

• Full MFP Workflow Integration

• Intuitive User Friendly Interface

• Secure End to End Audit Trail

• Digitise Hard Copy Documents

Destination

One More thing…