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1. BPM Workflow Solutions. Powered by. 1. 1. 1. About Us. 2. Why BPM?. 3. ProcessMaker. 4. Product Features Overview. 5. Appendix. 1. About Us. Founded in October 2000 Headquarters: Brooklyn, NY - USA Regional Offices: Bogota (Colombia), Lima (Peru), La Paz (Bolivia)
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1 BPM Workflow Solutions Powered by
1 1 1. About Us 2. Why BPM? 3. ProcessMaker 4. Product Features Overview 5. Appendix
1 About Us • Founded in October 2000 • Headquarters: Brooklyn, NY - USA • Regional Offices: Bogota (Colombia), Lima (Peru), La Paz (Bolivia) • Partner Network: Partners in 15 countries on 5 continents • ProcessMaker • Enterprise and Community editions • Over 100 commercial customers including several Fortune 100 companies • Over 140,000 downloads • Support for 15 Languages • SourceForge.NET Community Choice Awards • Best commercial open source project • Best visual design
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.
2 1. About Us 2. Why BPM? 3. ProcessMaker 4. Product Features Overview 5. Appendix
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
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
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
3 3 1. About Us 2. Why BPM 3. ProcessMaker 4. Product Features Overview 5. Appendix
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
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) • Customized Pentaho™ Reports • 100% web-based • Eliminate Paperwork • Intuitive Interface • Automated notifications
3 Selected Customers ProcessMaker Industry Financial Services Telecom & Technology Government & NGOs Education
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
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
3 Bridging Department & Application Gaps Why BPM? ProcessMaker ERP Legacy Software CMS DB2 CRM SQL ProcessMaker Oracle MySQL Customers Partners Suppliers
3 Subscription Models ProcessMaker Enterprise Edition Community Edition Cloud On Premise Professional Services Customization Training On a case by case basis only Consulting Support Silver Plan Gold Plan
4 4 1. About Us 2. Why BPM? 3. ProcessMaker 4. Product Features Overview 5. Appendix
4 Technology Partners ProcessMaker Industry-leading partners
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
4 ProcessMaker System Architecture Cross Browser - PDAs ProcessMaker SOAP SendMail WSO2 MAIL WS - Reliable PHP Mailer Rbac WS - Security Open Mail LDAP Active Directory 3rd PartyLibraries Rbac Gulliver MySQL PROPEL PostgreSQL Server, Oracle,etc PHP Apache Linux / Windows
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.
4 Third Party Integrations ProcessMaker MASHUP PATNERSHIPS
4 Community & Enterprise Edition Features ProcessMaker N/A
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
4 User-Centric Interface Product Features Overview • Participate • Inbox • Dashboards • Form-driven processes • Automatic notifications • Document management • 100% Web-based interface
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
4 Custom Calendars Product Features Overview
4 Product Features Overview Advanced LDAP and Directory Synchronization
4 Skinable Architecture Product Features Overview
4 Web Portal for External Users Product Features Overview
4 Adhoc Reporting & Dashboards Product Features Overview
4 Multi-tenancy Product Features Overview
4 Web Services API Product Features Overview
Thank you for your time. Questions are welcome. Brian Reale brian@colosa.com www.processmaker.com
5 5 1. About Us 2. Why BPM? 3. ProcessMaker 4. Product Features Overview 5. Appendix
5 Community & Enterprise Edition Features ProcessMaker
5 Sample Process Linking Appendix