SEQUENCE Integrates with Microsoft Dynamics to Provide Enterprise BPMS Capabilities

PNMsoft’s SEQUENCE is a collaborative BPMS

(Business Process Management Suite) which

enables organisations to automate, control and

mobilise their end-to-end business processes.

SEQUENCE manages mission critical processes

for many of the world’s largest enterprises.

SEQUENCE BPM Suite: Enterprise Process Control

Global company, offices and partners network worldwide

SEQUENCE: leading BPMS product

Provider of Vertical and Horizontal BPM solutions

Endorsed by Bill Gates (Click Here for the video)

Microsoft BPM & SOA Partner of the year finalist 2009

Gartner BPM “Cool Vendor” 2010

IDC Major BPM Player 2011

Trusted BPM partner for Fortune 2000 companies

About PNMsoft

What are Dynamics’ Native Process Capabilities?

Dynamics ERP/CRM solutions enable business users superior access and oversight on

customer/business data, and on the status of their professional tasks and campaigns. Some

basic workflow functionality is included, while more advanced process require complex

coding and integration with multiple systems.

What is missing for enterprises which require end-to-end business process management?

The ability to design complex, cross-enterprise processes, with advanced business

logic, systems integration and mobile support, using a browser only, and without

extensive programming.

Of course, advanced developers can

program custom workflows from

scratch using Windows Workflow

Foundation, which can be imported

into Dynamics using advanced

coding between multiple interfaces.

This is a costly and time consuming

process, requires local installation of

development tools, and not all BPMS

features can be achieved.

Enter SEQUENCE…

…a proven, Enterprise BPMS that easily integrates with Dynamics Products.

SEQUENCE Business Process Designer

SEQUENCE SharePoint Flowtime Interface

SEQUENCE MS-SQL Database

SEQUENCE Enterprise BPM Software Suite

Dynamics CRM Dynamics ERP

A process engine with unique online integration with Dynamics Products (CRM, AX, NAV,

GP), directly from its web-based design environment, enabling Dynamics data to kick off

mission critical processes.

An business-user oriented process design environment that enables a small team to

deliver hundreds of processes that reach all employees across the organisation.

Microsoft UI as the working environment (Office, Outlook, SharePoint) and Web Forms to

reduce costs of the technology footprint, maintenance and training.

Strong monitoring (real-time dashboards) and

process optimisation tools for process improvement.

The ability to create, retrieve and update Dynamics

entities so that end-users can complete their work in

either SEQUENCE or Dynamics.

SEQUENCE Dynamics Solution Includes:

So, what’s the Added Value?

What can SEQUENCE + Dynamics do,

that Dynamics alone cannot?

Let’s take a tour and find out…

It enables business analysts and developers to

collaborate more closely and easily, resulting in

the right process the first time, more of the time.

8

100% Browser Based.

Codeless process implementation

Activities organised in swim lanes

and containers

Design collaboration in a Web environment

Process integrity validation prior to execution

Source Control for multiple developers

Extensible design for custom activity creation

Process image export for external use

Rich modelling functionality

One model, two views:

Business View and Developer View

SEQUENCE’s App Studio is built for business users

It enables you to quickly construct complex processes including both human and system activities

9

Rapidly add activities to the process canvas with one click.

Add swim lanes to organise activities.

Edit activity properties easily.

This Dynamics entity represents a safety incident.

10

SEQUENCE can kick off a process which ensures that the safety incident reaches the correct chain of employees and is dealt with until closure… (see next slide)

Without a process, this safety incident may not get handled properly, or not get noticed!

SEQUENCE kicks off a process which ensures that the incident is handled correctly

A wizard-based GUI enables you to define the Dynamics connector.

SEQUENCE can import Dynamics entities such as the safety incident, and ensure that the correct employee handles them.

Integration activities can be quickly added to SEQUENCE processes in one click.

Handle

Incident

Once the incident is dealt with, SEQUENCE updates its data and status in Dynamics.

SEQUENCE enables you to build complex business rules using Dynamics entity data

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This business rule decides how to route a bid management process based on a complex calculation of its various deadlines.

…creates Advanced Analytics which determine process flow.

13

This analytic routes processes according to live performance data of each stakeholder.

…and manages organisation-wide access and permissions via connection to the Active Directory.

14

You can add new organisational groups, users and roles, and grant process

permissions to each user/group according to

requirements.

It includes a powerful UX Studio which can create web forms for complex scenarios and multiple platforms

SEQUENCE App Studio includes a 100% web, WYSIWYG UX Studio:

All form controls are ASP.NET controls.

Support for complex data model.

Advanced data binding options.

Multiple views per form.

ASP.NET Ajax support.

Tight integration with the

SEQUENCE expression engine.

Creation of a rich GUI experience

by non-technical users.

Full mark-up editing and server-side

code writing for complex scenarios.

It empowers developers to create forms faster, and gives them full control over form data,

views and functionality. Developers can easily create views for both PC and mobile.

15

Users Operate Processes via SEQUENCE’s SharePoint Flowtime, or as web parts within another front end Users initiate and manage their business processes in SEQUENCE SharePoint Flowtime:

Process data and status are

highly visible, enabling mangers

and employees to make fact-based

decisions.

Managers can track employee

tasks & bottlenecks, to optimise

performance.

Social BPM features enable process

participants to share information

and collaborate.

Each data part of SEQUENCE Flowtime can be added as a customisable SharePoint web part.

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Users Can View and Initiate Business Processes

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This web part shows the user’s

available business processes.

…View and Complete Process Tasks

18

The My Open Messages web part

shows this user’s process tasks.

The User opens each Task and completes it.

…Track and Manage Open Processes

19

Users can open a flowchart status window of each

process

Users can also trace the process’s

audit trail

…Post Questions/Comments to the Process Wall/other users

20

Comments and Questions can be private or for all

users.

Users Can Receive and Complete Process Tasks via Outlook

21

Users click a link in the email to open the task. Email Tasks can

be configured to be completed by

1-Click.

Managers Can Access Rich Monitoring Dashboards

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The Chart Web Part can show intra-process analytics

or process-wide performance and reports.

Managers Can Delegate Tasks for Absent Workers

23

SEQUENCE can be deployed as a Case Management Solution which combines data and processes in one interface

24

SEQUENCE Web Parts can be easily assembled for advanced Case Management solutions

A global finance corporation uses SEQUENCE as its enterprise Case

Management platform.

Enterprises Can Mobilise Processes with Process TO GO

Mobile Portal – A complete BPM suite where users can

view their tasks, initiate processes, complete and submit

simple forms.

1-Click Action - Enables users to respond to tasks by one

click from their mobile devices (and PCs).

Mobile MI – Enables manager process reporting via

mobile devices.

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Process TO GO Mobile BPM includes:

Now users can complete their tasks on the go,

improving process ease and performance.

SEQUENCE Puts BPM in the Cloud…

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SEQUENCE IN THE CLOUD - a full Business

Process Management (BPM) suite

delivering enterprise capabilities.

SEQUENCE FRAMEWORKS IN THE CLOUD -

provides a selection of horizontal and

vertical frameworks that enable

customers to deliver benefits in specific

areas within shorter timescales using

existing content and building blocks.

SEQUENCE TO GO - is a collection of

services that enable all PNMsoft

customers to realise many of the

benefits of the cloud, no matter where

they choose to host their SEQUENCE

environment.

PNMsoft’s Cloudworks Cloud Offering consists of three groups of capability:

SEQUENCE Enables Control Over Multiple ERP/CRMs

SEQUENCE can be deployed as agile layer across multiple ERP/CRM systems with embedded

business rules and logic. SEQUENCE leverages ERP/CRM data and enables you to automate

manual processes and ensure data consistency and visibility. SEQUENCE integrates with

industry-standard ERP/CRM systems such as Microsoft Dynamics CRM, AX, NAV, and GP,

providing users with familiar Microsoft tools to initiate and control processes.

SEQUENCE

SEQUENCE Architecture for Multiple ERP/CRMs Systems

Rapidly implement complex end-to-end enterprise processes with hundreds of tasks, forms,

business rules, in-process analytics and stakeholders.

Integrate processes with Dynamics ERP/CRM entities, using easy-to-configure SEQUENCE

activities and wizards.

Enable Dynamics entities and users to initiate business processes, and achieve advanced process

tracking, social BPM features, monitoring and delegation.

Design complex processes using a business-user oriented graphical flow chart interface.

Use SEQUENCE’s 100% web ASP.NET form studio to design interactive web forms for all types of

organisational and business requirements.

Give users access to full BPM suite capabilities via their mobile devices.

Provide management with rich, easily configurable dashboards which leverage enterprise-wide data.

Design and implement cross-enterprise processes and case management scenarios.

Let’s sum up… What Can Enterprises Achieve with Dynamics + SEQUENCE?

Example: IT Purchase Request Process

SEQUENCE SharePoint Flowtime End-to-End Business Processes

Core Finance Processes

Dynamics ERP

ERP DATA

Others Procurement HR Finance

Business user

requires a new

laptop

Completes the

online Purchase

Request eform

The latest

procurement

catalogue of

items for this

user is

retrieved from

the ERP and

displayed as

part of the

form

SEQUENCE launches the

ERP PO Process and waits for

its completion

Approved?

SEQUENCE

raises order in

ERP

Appropriate

details of the

order are

passed back to

the ERP.

ERP MI

SEQUENCE MI

Case Study: GeRAP – IT Services Provider for Portuguese Government

GeRAP used SEQUENCE to deploy its Finance and HR processes across the Portuguese

public sector to save money, improve user experience, and boost productivity.

The Business Requirements

The need for standardized processes across the Public Administration.

The need to create a Shared Service for HR and Finance with tight integration with existing

ERP, CRM and a SharePoint Flowtime interface.

The Solution

A SEQUENCE process layer over the ERP and CRM platforms with integration from its

web-based Forms directly to the ERP and CRM.

An environment for process designers and business experts to deliver hundreds of

processes that reach all public sector employees via a SharePoint front end.

The Business Benefits

Solution has reduced the requirement for end user training and accelerated adoption.

TCO has gone done by 80%.

Time to delivery has gone down by 70%.

GeRAP Case Study: Solution Architecture

www.pnmsoft.com | info@pnmsoft.com

Phone: + 44 (0)1923 813420