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BPM Workflow Solutions

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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BPM Workflow Solutions

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  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) • 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

  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) • Customized Pentaho™ Reports • 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 Community Edition Cloud On Premise Professional Services Customization Training On a case by case basis only Consulting Support Silver Plan Gold Plan

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

  18. 4 Technology Partners ProcessMaker Industry-leading partners

  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 - 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

  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 Community & Enterprise Edition Features ProcessMaker N/A

  24. 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

  25. 4 User-Centric Interface Product Features Overview • Participate • Inbox • Dashboards • Form-driven processes • Automatic notifications • Document management • 100% Web-based interface

  26. 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

  27. 4 Custom Calendars Product Features Overview

  28. 4 Product Features Overview Advanced LDAP and Directory Synchronization

  29. 4 Skinable Architecture Product Features Overview

  30. 4 Web Portal for External Users Product Features Overview

  31. 4 Adhoc Reporting & Dashboards Product Features Overview

  32. 4 Multi-tenancy Product Features Overview

  33. 4 Web Services API Product Features Overview

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

  35. 5 5 1. About Us 2. Why BPM? 3. ProcessMaker 4. Product Features Overview 5. Appendix

  36. 5 Community & Enterprise Edition Features ProcessMaker

  37. 5 Sample Process Linking Appendix

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