upping the ante -- ecm meets bpm

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BUSINESS PROCESS SOLUTIONS 1 BUSINESS PROCESS SOLUTIONS 1 When I heard that ECM and BPM solutions would be converging, I thought I knew what that meant…

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Page 1: Upping the Ante -- ECM Meets BPM

BUSINESS PROCESS SOLUTIONS 1 BUSINESS PROCESS SOLUTIONS 1

When I heard that ECM and BPM solutions would be converging, I thought I knew what that meant…

Page 2: Upping the Ante -- ECM Meets BPM

BUSINESS PROCESS SOLUTIONS 2 BUSINESS PROCESS SOLUTIONS 2

until I saw this…

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BUSINESS PROCESS SOLUTIONS 3

Bringing Process and Content Together

Process Content

Business Value

Drives the Work… …Provides the Context

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BUSINESS PROCESS SOLUTIONS 4

+ =

Business Process Solutions

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BUSINESS PROCESS SOLUTIONS 5 BUSINESS PROCESS SOLUTIONS 5

OpenText Business Process and Content Solutions for All

Supervisor

Business Architect

Analyst

Developer

Researcher

MarketingProcessor

Data Entry

Reviewer

Strategic Planning

Legal

Executive

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BUSINESS PROCESS SOLUTIONS 6 BUSINESS PROCESS SOLUTIONS 6

BPM + ECM for the Front Office

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BUSINESS PROCESS SOLUTIONS 7 BUSINESS PROCESS SOLUTIONS 7

A Better Way to Capture and Transform Content

Automate capture-driven processes and cases

Transform paper and electronic documents / forms into actionable information

Improve document preparation, manager approvals, and back office-routing

Eliminate lost or misfiled documents

Find documents faster with automated metadata collection

Knowledge Worker

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BUSINESS PROCESS SOLUTIONS 8 BUSINESS PROCESS SOLUTIONS 8

A Better Way to Work with Content in Context

Integrate all information sources within the context of the task, including structured & unstructured data

Access all related work in one single screen

Ensure all necessary work is completed

Eliminate paper and manage versions, archival, discussion history, etc.

Knowledge Worker

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BUSINESS PROCESS SOLUTIONS 9 BUSINESS PROCESS SOLUTIONS 9

A Better Way to Do Work

See today’s work and its status

Find reminders for work in progress

Track my personal performance

Let my manager know how I’m doing now

Read important news/events

Knowledge Worker

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BUSINESS PROCESS SOLUTIONS 10 BUSINESS PROCESS SOLUTIONS 10

A Better Way to Access Legacy Systems

Integrate legacy systems

Abstract users from the back-end complexity

Eliminate switching between applications

Access and update data via SharePoint web parts, Business data catalog, and InfoPath Forms Services

Knowledge Worker

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BUSINESS PROCESS SOLUTIONS 11 BUSINESS PROCESS SOLUTIONS 11

A Better Way to Meet Customer Demands

Examine business trends

Monitor SLA’s and respond to potential bottlenecks

Manage team productivity and workload balancing

Escalate work priorities

Manager

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BUSINESS PROCESS SOLUTIONS 12 BUSINESS PROCESS SOLUTIONS 12

A Better Way to Allocate Work

Ensure highest productivity when managing hundreds to thousands of workers.

Intelligently allocate work based on backlog, time, skills, and schedule. Synchronize with SharePoint profiles and Outlook schedules.

Simulate expected service level attainment.

Supervisor

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BUSINESS PROCESS SOLUTIONS 13 BUSINESS PROCESS SOLUTIONS 13

A Better Way to Collaborate

Provide real-time guidance for in-flight business processes

Details of the case are populated to the IM window, providing context.

Conversations are captured in a decision audit trail.

Lync integration ensures a faster time to the RIGHTdecision.

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BUSINESS PROCESS SOLUTIONS 14 BUSINESS PROCESS SOLUTIONS 14

A Better Way to Work from Anywhere

Deploy mobile-enabled, hybrid location, or on-premise apps

Provide thin-client mobile apps for iPhone, iPad, Android, and Blackberry

Collaborate around key events and initiate tasks within a secure environment

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A Better Way to Guide Process Outcomes

Contextualize advice and recommendations to deliver the desired business outcome

Guide workers to next best action based upon crowd-sourced guidance

Share and capture guidance to process and case repositories

Deliver key nuggets of advice to the right people at the right time

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BUSINESS PROCESS SOLUTIONS 16 BUSINESS PROCESS SOLUTIONS 16

A Better Way to Communicate with Customers

Engage more profitably with customers by leveraging personally relevant information

Rapidly and directly create process-related content to support cross/upsell offers and campaigns

Control how and when content is included in customer correspondence

Marketing

Page 17: Upping the Ante -- ECM Meets BPM

BUSINESS PROCESS SOLUTIONS 17 BUSINESS PROCESS SOLUTIONS 17

BPM + ECM for the Back Office

Page 18: Upping the Ante -- ECM Meets BPM

BUSINESS PROCESS SOLUTIONS 18 BUSINESS PROCESS SOLUTIONS 18

A Better Way to Discover Processes

Define the process through collaboration

Detail the process participants by personas

Track discovery efforts through to the business case

Prototype user experiences

Collaborate on process alternatives and optimization

Business Analyst / Architect

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BUSINESS PROCESS SOLUTIONS 19 BUSINESS PROCESS SOLUTIONS 19

A Better Way to Collaborate on Process Design

Align business processes with the financial and operational health of the organization.

Maintain and integrate business processes across multiple applications

Provide a single location for storing information about how the enterprise operates

Ensure process changes are controlled, validated, and approved

Business Analyst / Architect

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BUSINESS PROCESS SOLUTIONS 20

A Better Way to Align Governance Policies

LegalSharePoint Admin

Compliance Officer

Storage Pro

Knowledge Worker

Map governance and compliance requirements across the organization

Identify cross-functional gaps or risks before the business is impacted

Create and easily update governance policies and relationships

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BUSINESS PROCESS SOLUTIONS 21 BUSINESS PROCESS SOLUTIONS 21

A Better Way to Set Policies on Information

SharePoint Admin

Administer corporate policies locally within SharePoint

Manage governance and archiving from SharePoint

As new sites are created in SharePoint, automatically apply the correct governance policy

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BUSINESS PROCESS SOLUTIONS 22 BUSINESS PROCESS SOLUTIONS 22

A Better Way to Design for Change

Visual drag-and-drop modeling environment

Pre-built tasks for faster development

No code deployment

Pre-built data, content, and application integration

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BUSINESS PROCESS SOLUTIONS 23 BUSINESS PROCESS SOLUTIONS 23

A Better Way to Adapt for Change

Optimize investment choices using a no-risk sandbox

Improve collaboration for process design

Imitateprocess behaviour and results faster than real life

Discover bottlenecks ahead of implementation

Business Analyst / Architect

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BUSINESS PROCESS SOLUTIONS 24 BUSINESS PROCESS SOLUTIONS 24

A Better Way to Deliver Process and Case Applications

Speed development of process applications with pre-defined user workbenches and pre-built web parts

Automatically connect data, content, and context relationships between web parts with a single click

Surface data, content, and communications with web parts for SharePoint, Lync, Visio, SQL, and Outlook.

Developer

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A Better Way to Manage Records

Reduce risks associated with audit and litigation

Maintain and dispose of process-related content according to defined policies and legally approved methods

Verify the integrity of business practices with complete audit trails

Make the complexity of records management transparent to end users.

Legal

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A Better Way to Archive Information

Compliance Officer and IT Pro

Automatically classify documents for with the proper record keeping policies

Specify file and case folder versions to archive.

Establish Rules and schedules for information archiving

Fully restore information sites from corporate archives

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BUSINESS PROCESS SOLUTIONS 27 BUSINESS PROCESS SOLUTIONS 27

OpenText Experience: 3100 Customers, Global Footprint Public Sector CommercialFinance

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Want to learn more about OpenText Business Process Solutions?

Visit us at OpenTextBPM.com

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Thank You