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What’s New for 2013

What’s New for 2013. Steve Allen CEO, 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.

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What’s New for 2013

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  1. What’s New for 2013 Steve Allen CEO, iDatix Corproation

  2. What’s the Plan for the Future? • Sharpen Our Focus • Expand Salesand Marketing • eForms • BI • ProgressionEnhancements • SaaS • Cool Stuff! • Success

  3. 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?

  4. 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?

  5. The Roadmap Funnel Strategic Client Drivers 50% 25% Prospect Drivers Technical Debt > 5% 20% Custom Service Packs Releases

  6. Current Functionality Assessment

  7. Current Functionality – BPM Breakdown

  8. Current Functionality – BPM Breakdown

  9. Drives New Features and Functionality • 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 • 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

  10. Set Targets, Goals, Focus and Priorities

  11. 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

  12. Information at the Core of Business SUBJECTS Employee Case Product Customer Service Line of Business Applications INFORMATION ORGANIZED INTEGRATED Share Point Custom & Industry Specific ERP AP/AR HR CRM iDatix Solutions Capture………Store ……… Process ……… Display ……… Report Access via cloud, mobile or network View / work View / work View / work INTERACTIONS ACCESSIBLE ACTIONABLE • EXECUTIVE ▼ • ______________ • ______________ • ______________ • MANAGER ▼ • ______________ • ______________ • ______________ • WORKER ▼ • ______________ • ______________ • ______________

  13. Its About Information • Integrating ActionableData • InteractiveManipulation • Multi System Views and Updates • Supporting Analytics • Travels with theFlow of Work • Rules that Drive the Process • Creative Control of the Process Content Data

  14. So What Does it Look Like? • No More Applications • You will define ALL Documents • Documents can Contain Data • Documents can ContainDocuments “Members” • Data may or may not beIndexes • With MembershipComes Privileges • Document Data isLive and Interactive • What’s Missing?

  15. Enhanced Search Flexibility • Searches will be more Refined • You will have DependentIndex Values • More Flexible SavedQueries • Easily Hide or ShowRelevant Search Fields

  16. Amazing Results!

  17. More INFORMATION

  18. Document / Data View

  19. Traditional View

  20. Keep Cases Handy

  21. Documents are Where They Need to Be

  22. You know what needs to be done

  23. Case History

  24. Thank you!

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