What’s New for 2013Steve AllenCEO, iDatix Corproation

What’s the Plan for the Future?

• Sharpen Our Focus• Expand Sales

and Marketing• eForms• BI• Progression

Enhancements• SaaS• Cool Stuff!• Success

Strategic Roadmap Methodology

What are the industry Gaps and Drivers?(Look for Opportunity, Set Vision)

What do our Clients Need? Utilize the Industry Experts for input How do we compare with the industry? What gaps should we fill as they pertain to our

industry/specialty focus? Are we implementing technology that leaps ahead of

our competition? How do we balance our roadmap with checkbox

equalizers? What might change the roadmap? How do we leverage limited resources?

Product Roadmap Process

Strategic Roadmap Methodology● Production Vision● Roadmap Mix

Strategy Client Drivers

● Industry Evaluation Client Review Round Table Review Forrester and other Expert Review

Product Current Status Evaluation ● Set 1 Year Goals

Establish Long Term Vision and Roadmap● What does the future hold?

The Roadmap Funnel

> 5%

50%

25% 20

%

Prospect Drivers

Strategic

Technical Debt

Client Drivers

Releases

Service Packs

Custom

Current Functionality Assessment

PM - ModelingPM - Optimization

PM - Design Collab

PM - Repository

CO - Work Mgmt

CO - Runtime Modeling

CO - Process Intel

CO - Social InteractionPD - Composition

PD - User Exp Dev

PD - Integration

PD - Business Rules Mgmt

PD - Workflow Logic

PD - Transaction Control

Product Architecture

0

5

iSynergy Solution BPM Scorecard

Current

Current Functionality – BPM Breakdown

Process modeling and collaborative design TodayModeling Modeling components Web-based modeling Multimodal modeling Usability Business glossary Modeling standards Import and export optionsOptimization Predictive analytics Process simulation Automated discovery Optimization recommendationsDesign collaboration Real-time collaboration Whiteboarding Prototyping Strategy maps DocumentationRepository Stored artifacts Authorization controls Single-model refinement Reuse Content and publishing Deployment model Audit trailGovernance controls

Collaborative work environment TodayWork management and monitoring Configurable worklists Role-based worklists Mobile device support Process guidance wizards Audit trails Advanced monitoringIn-flight modifications In-flight process modification In-flight process migration Ad hoc routing capabilities Process fragment supportProcess intelligence Predefined reports Analysis workbench Data aggregation AlertsSocial interaction Embedded social components Third-party social connectivityCalendars

Current Functionality – BPM Breakdown

Process development and composition TodayComposition environment Development usability Project container Project management support Version control Debugging Performance testing IDE localization Solution frameworksUser experience development Forms design Multichannel support Mashup capabilities E-forms supportIntegration components Events Web services Process data management Database adapters Portal integration Enterprise content management Desktop applications Programming interfaces

Process development and composition TodayBusiness rules management Rule repository Rule definition Rule availability Rules management Rules integrationWorkflow logic Workload balancing Skills-based routing Dynamic subprocesses Advanced routingTransaction control Transaction management

Product architecture TodayOS platformDatabase platformData accessibilityApplication serversVirtual serversVirtualizationBPM software-as-a-serviceScalability — processesScalability — usersHigh availabilityLoad balancingPerformance benchmarks

Drives New Features and Functionality

Composition Environment● Development Usability● Project Container● Version Control● Debugging● Performance Testing● Solution Frameworks

User Experience Development● Multichannel Support● Mashup Capabilities

Integration Components● Events● Process Data Management● Database Adapters● Portal Integration

Business Rules Management● Rule Repository● Rule Definition● Rule Availability● Rules Management● Rules Integration

Workflow Logic● Workload Balancing● Skills-based Routing● Dynamic Subprocesses

Product Architecture● Virtualization● BPM SaaS

Process Modeling● Modeling Components● Web Based Modeling● Import/Export Options

Optimization● Predictive Analytics● Process Simulation● Automated Discovery● Recommendations

Repository● Authorization Controls● Deployment Model● Audit Trail● Governance Controls

Work Management● Configurable Worklists● Process Guidance Wizards● Advanced Monitoring

In Flight Modifications● In flight process migration

Process Intelligence● Analysis Workbench● Data Aggregation● Alerts

Social Interaction● Embedded Social Components● 3rd Party Social Connectivity● Calendars

Set Targets, Goals, Focus and Priorities

PM - Modeling

PM - Optimization

PM - Design Collab

PM - Repository

CO - Work Mgmt

CO - Runtime Modeling

CO - Process Intel

CO - Social InteractionPD - Composition

PD - User Exp Dev

PD - Integration

PD - Business Rules Mgmt

PD - Workflow Logic

PD - Transaction Control

Product Architecture

0

5

BPM Scorecard

Current1 Yr Roadmap

Core LOB Operations and Integrations Predefined Integrations with Core Applications

● NetSuite● SAP● Great Plains, Dynamics● Lawson● JDA● EPIC

Data Containers within iSynergy and Progression Hierarchal Documents, Data and Content

(Information) More Options to Drive and Automate the Process

Information at the Core of Business

LINE OF BUSINESS APPLICATIONS

ERP SharePoint

AP/AR

HR CRM Custom &Industry Specific

iDatix Solutions

CAPTURE………STORE ……… PROCESS ……… DISPLAY ……… REPORT

INFORMATION

ORGANIZEDINTEGRATED

ACCESS VIA CLOUD, MOBILE OR NETWORK

SUBJECTS

ProductCustomer CaseEmployee Service

INTERACTIONS

ACCESSIBLE ACTIONABLE

EXECUTIVE ▼

• ______________• ______________• ______________

VIEW / WORK

MANAGER ▼

• ______________• ______________• ______________

VIEW / WORK

WORKER ▼• ______________• ______________• ______________

VIEW / WORK

Its About Information

Integrating ActionableData

InteractiveManipulation

Multi System Views and Updates

Supporting Analytics Travels with the

Flow of Work Rules that Drive the Process Creative Control of the

Process

DataContent

So What Does it Look Like?

No More Applications You will define ALL Documents Documents can Contain Data Documents can Contain

Documents “Members” Data may or may not be

Indexes With Membership

Comes Privileges Document Data is

Live and Interactive What’s Missing?

Enhanced Search Flexibility

Searches will be more Refined

You will have DependentIndex Values

More Flexible SavedQueries

Easily Hide or ShowRelevant Search Fields

Amazing Results!

More INFORMATION

Document / Data View

Traditional View

Keep Cases Handy

Documents are Where They Need to Be

You know what needs to be done

Case History

Thank you!