BPM Workflow Solutions

1. 1 BPM Workflow Solutions Powered by

2. 1 1 1. About Us 2. Why BPM? 3. ProcessMaker 4. Product Features Overview 5. Appendix

3. 1 About Us • Founded in October 2000 • Headquarters: Brooklyn, NY - USA • Regional Offices: Bogota (Colombia), Lima (Peru), La Paz (Bolivia), Mumbai (India) • Partner Network: Partners in 25 countries on 5 continents • ProcessMaker • Community Edition and Enterprise Subscription Packages • Over 100 commercial customers including several Fortune 100 companies • Over 200,000 downloads • Support for 16 Languages • SourceForge.NET Community Choice Awards • Best commercial open source project • Best visual design

4. 1 Our Mission About Us Develop simple yet powerful open source workflow technology that automates and improves business processes through intuitive design, purposeful use of new technology, and easy integration.

5. 2 1. About Us 2. Why BPM? 3. ProcessMaker 4. Product Features Overview 5. Appendix

6. 2 Company Challenges Why BPM? • Organizational complexities lead to isolated business units • Limited flow of information between people & departments • System integration complexities • Proprietary code: limited flexibility, high cost of ownership • Lack of interconnectivity between applications (CRM, ERP, CMS…) LegacySoftware Sales / Marketing Finance HR Manufacturing ERP CRM CMS • High costs, limited visibility and limited productivity

7. 2 Where to apply BPM Why BPM? • Human Resources • Benefits Administration • Employee On-Boarding • Employee Off-Boarding • Hiring • Operations & IT • Help Desk • Engineering Change Request • RMA • Access Authorization • Inspection Forms • Survey Forms • ITIL Processes • Admin & Finance • Credit Application • Claims Forms • Purchase Request • Marketing & Sales • Funds Usage Request • Collateral Approval • Contract On-Boarding • Special Pricing Approval • Contract Production and Management • Government • Licensing and Permitting • Managing Correspondence • Certifications • Online RFQ and RFPs • Education • Student On-Boarding • Curriculum Management • Tenure and Promotion

8. 2 Why BPM? BPM FACTS • Save Money: Internal rate of return (IRR) greater than 15% for78% of BPM Projects (1) • Increase productivity: improvement of more than 12%are normally realized (2) • Quick Deployment: 67% of projects are deployed in less than 6 months, 50% in less than 4 months (1) "Justifying BPM Projects", Gartner, 2004 “Business Process Management’s Success Hinges on Business-Led Initiatives”, Gartner, 2005

9. 3 3 1. About Us 2. Why BPM 3. ProcessMaker 4. Product Features Overview 5. Appendix

10. 3 Benefits ProcessMaker ProcessMaker provides companies with a graphical representation of their business activities and information flow: • Streamline Processes & Increase Productivity • Connect people and departments • Drastically Eliminate Paperwork • Reduce operational costs • Increase revenues

11. Automate Processes • Model Workflows • Drag & Drop interface • Easy customization & implementation 3 ProcessMaker ProcessMaker • Improve • Optimize processes • Increase productivity • Reduce operational costs • Monitor • Business Activity Monitoring (BAM) • Key Performance Indicators (KPI) dashboards • Customized Reports powered by Pentaho™ • 100% web-based • Eliminate Paperwork • Intuitive Interface • Automated notifications

12. 3 Selected Customers ProcessMaker Industry Financial Services Telecom & Technology Government & NGOs Education

13. 3 Success Stories ProcessMaker Bista Solutions • Results • 6 processes implemented for Financial BU • $85,000 annual savings • 4,000 hours annual savings “ProcessMaker has helped us improve the efficiency of our employees… we now have a software based process management. It has also helped us get better control over the various processes in our organization”. - Pinkesh Jain Finance Manager

14. 3 Success Stories ProcessMaker 4+ Business Solutions • Results • Increased control and visibility of its processes. • Decreased approval times and learning curve for new users • Increased efficiency • Streamlined processes, and has more near completion, less errors. "With ProcessMaker in place, we can manage our commercial processes and ensure our business runs smoothly, from the creation of a proposal to the shipment of our products." Manuel Silva, CEODECSIS Group

15. 3 Bridging Department & Application Gaps Why BPM? ProcessMaker ERP Legacy Software CMS DB2 CRM SQL ProcessMaker Oracle MySQL Customers Partners Suppliers

16. 3 Subscription Models ProcessMaker Enterprise Edition Unsupported Cloud On Premise Professional Services Customization Training On a case by case basis only Consulting Support

17. 4 4 1. About Us 2. Why BPM? 3. ProcessMaker 4. Product Features Overview 5. Appendix

18. 3 Technology Partners ProcessMaker

19. 4 Under the Hood ProcessMaker • Open Source • PHP • WAMP/LAMP Stack • 100% SOA – Web Services API • Designer, Engine, Forms Builder, Output Document Creator • LDAP / Active Directory Synch

20. 4 ProcessMaker System Architecture Cross Browser 3rd PartySystems ProcessMaker SOAP API Plugins Extended Features LDAP/ Active Directory/ AuthPlugins SendMail MAIL Servers Rbac PHP Mailer 3rd Party PHP & Javascript Libraries Gulliver MySQL PROPEL PostgreSQL, SQL Server, Oracle,etc PHP Apache Linux / Windows

21. 4 Advantages ProcessMaker • Cost effective • Open Source • Easy to implement: 100% web-based • Lightweight footprint: PHP based • Value add for existing productivity software: • Web Services API allow for easy interconnectivity with other popular applications like ERP, CRM, CMS, DMS, Email & collaboration software.

22. 4 Third Party Integrations ProcessMaker MASHUP PATNERSHIPS

23. 4 SusbcriptionPlans ProcessMaker For more information: http://processmaker.com/processmaker-pricing

24. 4 Plugins Packs ProcessMaker For more information: http://processmaker.com/processmaker-plugins-and-addons

25. 4 Add-ons ProcessMaker For more information: http://processmaker.com/processmaker-plugins-and-addons

26. 4 Advantages (Continued) ProcessMaker • Intuitive interface (Drag and Drop design) • All the tools in a single product (Designer, Forms, Manager, etc.) • Scalable to thousands of users • Extensive Customer and Community Momentum

27. 4 User-Centric Interface Product Features Overview • Participate • Inbox • Dashboards • Form-driven processes • Automatic notifications • Document management • 100% Web-based interface

28. 4 For Process Designers Product Features Overview • Create • Graphical, drag-and-drop workflow maps • Point-and-click configuration • Form Builder • Conditions Editor • Trigger Wizard • Output Document Creator

29. 4 Product Features Overview Advanced LDAP and Directory Synchronization

30. 4 Product Features Overview Advanced LDAP and Directory Synchronization

31. 4 Skinable Architecture Product Features Overview

32. 4 Web Portal for External Users Product Features Overview

33. 4 Adhoc Reporting & Dashboards Product Features Overview

34. 4 Multi-tenancy Product Features Overview

35. 4 Web Services API Product Features Overview

36. Thank you for your time. Questions are welcome. Brian Reale brian@colosa.com www.processmaker.com

37. 5 5 1. About Us 2. Why BPM? 3. ProcessMaker 4. Product Features Overview 5. Appendix