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Alfresco ActivitiBusiness Process Management

Michael FarmanSE Director, EMEA

Market N

eedFrom To

Collaborative WorkIndividual Tasks

IT Ownership

The Market View: The Modernization of BPM

Business Ownership

Structured Dynamic and Intelligent

Process Only Process + Content + People

Market N

eed

ModernBPMRequirements

Business UsersConsumer-like experienceSelf-sufficiency (“citizen developers”, “low code”)

ITMinimal IT involvementEasy deployment and integration

CompaniesProcess coverage and complianceGreater agility and flexibility

Legacy BPM Systems Fail to DeliverM

arket Need

Low User Adoption IT Complexity Too Rigid

Non-intuitive, outdated interfacesHeavy reliance on IT

Lack of process coverage

Proprietary systemsLong, costly deployments

Complex ongoing management

Hard to collaborateHard to deviate from routine

Hard to respond quickly

Modern, Lightweight BPM Platform for Business People and Developers

• High-performance process engine

• Business-friendly tools and analytics

• Integration with wide range of applications

• Part of the Alfresco ECM + BPM platform

• Powers thousands of business processes for hundreds of customers

Why Activiti

Alfresco Activiti

Why Alfresco Activiti? Why Activiti

SIMPLE Empower users to increase process ownership and adoption

OPEN Innovate faster and reduce IT complexity

SMART Transform operations with greater process coverage and flexibility

Why Activiti

Integrations with Box, Google Drive, and Alfresco One present content in context

Simple tools allow non-technical people to create their own processes and e-forms

Intuitive task management—including mobile app support—keeps people on track

Empower Business UsersSimple

Why Activiti

Dynamic, collaborative processes add flexibility and avoid workarounds

Smart

Analytics and heat maps provide insights to optimize process efficiency

Process audits and integrated records filing show and improve process compliance

Transform Business Operations

Why Activiti

Innovate Faster, Easier

Multiple integrations to capture content, including option to save in Alfresco One

Open

Open source and open standards for easy integration and faster deployment

High performance and scalability with multi-tenancy for data segregation

Choice of Process Modeler

Step Editor BPMN Editor

Feature Highlights

Feature Highlights

Forms Editor

Forms Library

Forms Editor

Forms

Feature Highlights

Decision Tables

Decision Rule Editor

• Box and Google Drive– Attach content AND metadata to a process– Push content AND metadata out from a

process

Integration

Application Integration

• REST Calls made easy– Lists of Values– To get external data– To send to external systems

• ESBs• Java

• Fully embeddable– Microservice– Rich Java API

Integration

Application Integration

Feature Highlights

Process Heat Map

Process Reports

Process Analytics

BusinessProcess

Management

FormsLibrary

FormsEditor

TaskManager

StepEditor

BPMEditor

Analytics

Alfresco Activiti

Content + Process + PeopleFeature H

ighlights

EnterpriseContent

Management

Security

Content Store

Records Mgt

Meta Data

Search

Alfresco One

Workflow (Activiti)

Process Menu

Feature Highlights

Alfresco One Integration

Processing• Loan processing• Request processing• Incident processing

Operations• Purchase to pay• Service fulfillment

Onboarding• Client onboarding• Employee onboarding• Student onboarding

Governance and Compliance• Retention and disposition• Regulatory compliance• Data reporting

Custom

ers

CustomerApplications

Custom

ersThis financial services firm wanted a simpler, more efficient alternative to their complex BPM systems. Many processes were coded on the fly, making them inconsistent and hard to maintain and troubleshoot.

• Introduced Alfresco Activiti to help manage global agency broker and clearing processes

• Developed new processes and will retro-engineer existing processes to conform with common standard

• Goals are to bring more order to process management, cut operational and tech costs, and increase productivity

French Multinational Banking and Financial Services Company

Alfresco Custom

er

This financial services leader was dissatisfied with its legacy BPM solutions, which were proprietary, costly, and lacking in innovation and vendor follow-through.

• Migrated from Activiti Community Edition to Alfresco Activiti, an open platform with enterprise-grade features and support

• Standardized on Alfresco Activiti for key wealth management applications that move millions of dollars daily

• Goal is to realize millions in TCO savings, working closely with Alfresco to define and meet innovation needs

Custom

ers

Swiss Global Financial Services Company

Summary Alfresco ActivitiBusiness UsersTake ownership of process improvementwith intuitive, flexible tool

ITConsolidate on a modern, scalable BPM solution that’s easy to integrate

CompaniesTransform operations for increased efficiency, agility and bottom line growth

Demo

Thank you!@Alfresco

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