©2013 Bonitasoft
#PEWT2013
Jeremy LIPP Marketing Director Go-to-Market, Bonitasoft
Introduction
©2013 Bonitasoft 2
Agenda - Morning
• Bonitasoft and the Process Efficiency World Tour
• Neil Ward Dutton, Founder, Research Director MWD Advisors How to deliver business value with BPM
• BPM in action, customer cases:
– trade union membership,
– insurance cases,
– human resources in a large organization...
• Demo: 360° customer support with Bonita BPM
• Bonitasoft offerings & partner programme
©2013 Bonitasoft 3
Agenda - Afternoon
• Best practices
– "Capturing the process“
– BPMN 2.0 basics
• Interactive workshop
– Build a process-based application in 1 hour with Bonita BPM
• Expert corner: Our BPM experts are here to help!
©2013 Bonitasoft 4
What is the PEWT?
• A roadshow of 13 events on 3 continents
– Latin America, Europe and Northern America
• A unique opportunity the learn about best practices to
successfully conduct your BPM initiative
• A forum to meet your peers and hear about
organizations which have successfully deployed BPM
• The fastest way to understand the power of Bonita BPM
©2013 Bonitasoft 5
What is BPM?
• Business processes are everywhere, in every
organization, at every level.
• Business Process Management is a means to model,
automate, monitor and optimize business processes
• Improving processes helps streamlining operations, be
more productive, lowering costs and improving
quality.
©2013 Bonitasoft 6
Be Efficient
About Bonitasoft
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Who We Are
• 2,500,000 DOWNLOADS
• 120,000 COMMUNITY MEMBERS
• 700 CUSTOMERS
• 130 EMPLOYEES
• 130 TECH & SI PARTNERS
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Recognition
“Bonita BPM is the
only open-source
product that meets
Gartner's definition
of a BPMS.”
Open Source BPM report
AW
AR
DS
10
Key milestones
10
Democratizing BPM for more than 10 years
2001 2003 2008
Bonita project is
supported by Bull S.A.
2010
Bonita project
is founded
Bonitasoft is founded
in Grenoble, France
Bonita 4 is released.
100,000 downloads
2009
Bonita Open Solution 5
is launched
Paris & San Francisco
offices are open
2011
Bonita surpasses
1 million downloads
2012
Bonitasoft signs its
500th customer
2013
2 million downloads
Bonita BPM 6 is released
BPM Market Overview
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• Worldwide spending on BPMS is expected to reach $2.5 billion this year
• Global Industry Analysts research suggests that the global BPM market
will reach $5.3 billion by 2017
• Growing Market With Mature Products
BPM Deployments by Region
North America
South America
Europe
Asia & Pacific
Africa & Middle East
BPM Deployments By Industry
Manufacturing
Government
Utilities
Financial Services
Technology
Other
Source: Transformation and Innovation State of the Market Report
What We Do…
HOW WE DO IT.
• Graphical Studio
• Business & Tech collaboration
• Processes + Apps + Analytics
• Process templates
THE BENEFITS.
• Improved collaboration
• Fast IT alignment to business
• Easy to update & maintain
• Immediate ROI
We deliver business efficiency by turning
processes into applications
Bridging the gap between Business & IT
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Collaboration
Modelling
Definition
KPI
Reporting
Business targets
Optimization
Task Management
Team management
Activity monitoring
Graphical developments
Fast prototyping
Proof of concepts
Agile methodologies
Industrialization
Extensibility
IT Users Business Users
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DESIGN.
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Bonita Studio
• BPMN 2.0
• Drag-n-drop application
development
• Powerful form builder
• Easy connectivity
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CONNECT.
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… to almost any Information System
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RUN. …in Bonita Portal…
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& Mobile Desktop
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…or as a standalone application
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Neil Ward-Dutton
How to deliver business value with BPM
Guest Speaker
©2013 Bonitasoft 19
a d v i s o r s mwd
helping you create business improvement from IT investment
How to deliver business value with BPM
Bonitasoft Process Efficiency World Tour Neil Ward-Dutton Founder, Research Director
Quiz question #1: what’s this?
© MWD Advisors 2012 www.mwdadvisors.com 21
A visualisation of the speed of growth and death of large companies
© MWD Advisors 2012 www.mwdadvisors.com 22
Quiz question #2: what’s this?
© MWD Advisors 2012 www.mwdadvisors.com 23
A visualisation of the change in how large companies value themselves
© MWD Advisors 2012 www.mwdadvisors.com 24
Away from “owning stuff”; towards the customer
+++ Channels Venues Media
+++ Outsourcing Partnering
Integrate, consolidate,
automate at the core
Minimise cost, maximise
scalability and quality
© MWD Advisors 2012 www.mwdadvisors.com 25
As more activities are standardised, more value comes from knowledge work
There’s more: Getting to grips with ‘customer intimacy’
© MWD Advisors 2013 www.mwdadvisors.com 26
Your customer
Customer Journey stage 1
Customer Journey stage 2
Customer Journey stage 3
Customer Journey stage n
Customer Journey
stage n+1
Gather intelligence through each customer journey to make future experiences more engaging
Marketing
Sales Operations
Service
Industry evolution has taken us down a challenging path
Your core
Your service centres
Partner A
Partner B
Supplier X
Supplier Y
Enterprises and value chains want to be dispersed, flexible
Great experiences want to be integrated
© MWD Advisors 2013 www.mwdadvisors.com 27
Customer Experience Excellence runs counter to the status quo for many
© MWD Advisors 2013 www.mwdadvisors.com 28
Access devices
Clouds, connectivity = increased choice
Consumer technologies and networks are puncturing enterprise technology services
Applications
Platforms
© MWD Advisors 2013 www.mwdadvisors.com 29
Social + Mobile = Opportunity to reshape knowledge work
© MWD Advisors 2010 www.mwdadvisors.com 30
Image/video capture
Audio/speech capture
Location/orientation
Gestures/signatures
More computing power than the entire Apollo 11 moonshot program!
Notifications/actions
Time to wake up and smell the coffee! this is your organisation
In your organisation, work is ripe for reinvention in all six dimensions
© MWD Advisors 2013 www.mwdadvisors.com 32
Who?
When? Why?
How?
What?
Where?
BPM creates systems of co-ordination
© MWD Advisors 2013 www.mwdadvisors.com 33
Technologies Techniques
Systematically manage and improve knowledge about “what works in work”
Apply knowledge to directly co-ordinate and measure work in day-to-day business operations
Act across people, departments and even organisational boundaries
From highly structured to semi-structured work
Create systems of co-ordination, comprising elements of smart software and individuals’ knowledge
4 ways that BPM helps organisations
• Restructuring
• Flexible IT and process outsourcing
• Flexible business partnering, supply chains
Business model flexibility
• Enable fast service introduction, alteration, combination
• Support offers based on performance, quality
Product/service innovation
• Discover, measure, standardise, automate, enforce processes
Operational efficiency/quality
© MWD Advisors 2012 www.mwdadvisors.com 34
In addition, BPM initiatives can create a collaborative environment for business and IT staff to work together at multiple levels
BPM: A disciplined approach to optimising the efficiency and effectiveness of key business processes throughout their lifecycle that is built around smart change management tools and practices.
At the intersection of four competencies
Process improvement
Performance Management
Compliance
Application development
BPM
© MWD Advisors 2013 www.mwdadvisors.com 35
Knowledge and people
© MWD Advisors 2013 www.mwdadvisors.com 36
Technologies Techniques
Systematically manage and improve knowledge about “what works in work”
Apply knowledge to directly co-ordinate and measure work in day-to-day business operations
Act across people, departments and even organisational boundaries
From highly structured to semi-structured work
Create systems of co-ordination, comprising elements of smart software and individuals’ knowledge
© MWD Advisors 2013 www.mwdadvisors.com 37
Adoption Trumps Design Perfection
• Big bang IT investments (massive forklift ERP implementations etc) are completely off the table, possibly forever
• Buyers want investment roadmaps with clear payback each step of the way
BPM is an agile delivery strategy
© MWD Advisors 2012 www.mwdadvisors.com 38
BPM provides a business platform for agile transformation Supporting: - Iterative project cycles - Continuous stakeholder engagement - Visible value delivery
• Historical, ‘scientific’ approaches to process improvement worked well for processes involving lots of capital, facilities
• But most of today’s improvement opportunity concerns knowledge work
• An open, collaborative approach leads to improved quality of the ultimate outcome - the acceptance of the change or improvement by those people it impacts on a day-to-day basis
BPM is a change management strategy
www.mwdadvisors.com 39
BPM provides a business platform for realising the value of change investments Supporting: - Widespread understanding and buy-in - Creation of change champions
In knowledge work /service improvement scenarios, people are the product: acceptance is all
© MWD Advisors 2012
BPM implementations bring three kinds of change
Changes to procedures and
working patterns
Changes to technologies used
in daily work
More transparent monitoring and measurement
© MWD Advisors 2013 www.mwdadvisors.com 40
• Understand the “personalities” of key business activity areas
• Understand the business strategy and goals
• Look for gaps and map to BPM benefits
• Both success and failure breed fear and resistance to change
• Acknowledge fear and use approaches that deal with it explicitly
• Get individuals involved • Cultural/social sensitivity is
a requirement
Permission, opportunity and fear
© MWD Advisors 2013 www.mwdadvisors.com 41
Tools, skills and resources will get you nowhere if you don’t have the permission to maintain them or deploy them
• No real-world BPM initiative has the luxury of time, skills or budget that would allow infinite efforts to be expended on ensuring that everyone is 100% comfortable with changes
• Start thinking about how you're going to manage change as soon as you possibly can
• Define a measure of ‘practical acceptance’
• Work to identify ways to multiply the force of your efforts
Change takes time – work on it right from the very start
© MWD Advisors 2013 www.mwdadvisors.com 42
a d v i s o r s mwd
helping you create business improvement from IT investment
Thank you and good luck!
@neilwd [email protected]
BPM in action
700 customers in 60 countries
Optimizing union membership experience
• CFDT is the leading French
association of trade unions,
with 1,200 affiliated unions
• Key results:
– Membership transfer between
unions now possible
– Complete follow up of the
800,000 new members every
year
– Central online membership
service
©2013 Bonitasoft 46
"This solution is scalable, fits our
needs and offers the possibility to
develop prototypes, which
reassured us about the success
of our project. “
Patrice Salsa
IT Manager, CFDT
Streamlined account request process
• Old Dominion University (USA)
– 24,000 students
– Over 1,200 teachers
• Key results:
– 3x faster turnaround for account
request processes
– Elimination of manual paper
based processes
– Additional automation of audit
process
©2013 Bonitasoft 47
“Streamlining our account
request process means we are
less reliant on manual paper-
based work. We have achieved
our goal of having an electronic,
online account request
process.”
Natalie Metzger
Middleware Developer, ODU
Better collaboration for managing insurance
claims
• Largest Insurance company in
Iceland
– 230 employees and 42 branches
– Responsible for 70 users and
45,000+ cases per year
• Key results:
– Increased efficiency and transparency
through 45+ automated processes
– Increased visibility on process and
improved knowledge sharing
– Improved decision management
“With its strong library of
connectors that provide flexibility
in integrating with other systems
and unique process templates for
developers, Bonita BPM
exceeded our expectations.”
S. Baxter
Department manager of Online
Services, VIS
Improved government Human Resources
processes
• French Ministry of Agriculture
– 36,000 public agents
• Key results
– Global improvement of HR
management by administrative
agents
– Ease and flexibility to become
compliant with new HR laws, and
ability to reach state and Ministry
objectives.
“The ministry of agriculture has
been the first to meet
compliance standards and to
connect to the National Payroll
Operator system.”
Project brochure AGORHA-
ONP
Public sector outsourcing – coastal buoys
management
• North American marine agency
• Key results
– More transparency during
operational processes
– Better report on status and better
identification of potential problems
– Enable informed decisions on
whether to approve or adjust a
request
– Forecasting projections and to
anticipation for the next seasons
“Bonita BPM’s connectors ensure
that the customer doesn’t have to
do any extra modifications to their
existing information systems as
they document ‘people-based’
processes into objective
workflows.”
Heerbod Etemadi
CEO, Heerbod Corporation
Use case demo
360 Customer Support
20130919
Process Templates: Easy to start, easy to extend
56 07/03/13
BPM Best practices
Pre-Built application
Accelerate your projects
Advanced integration
Available with Efficiency and Performance Subscriptions
Advanced integration
©2013 Bonitasoft 57
Employee Onboarding Process
Get your new hires ready to go, right from their first day in your organization.
Eliminate delays in onboarding that reduce employee readiness and contribution.
Get maximum benefit from powerful BPM tools, such as live process monitoring.
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Leave Management Process
Make sure every leave is formalized and transmitted properly after validation to HR and accounting.
Assist your managers while making the acceptance decision for a leave request.
Synchronize with any payroll system, and integrate with your enterprise social network
Integrate with :
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Watch video
Procure-to-Pay Process
Validate and import vendors and product catalogs
Manage data from scanned invoices and automatically validate them..
Automatically generate and send PO
Integrate with:
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360 Customer Support Process
Don’t miss any request, wherever they come from.
Geolocalize the request to optimize local support
Integrate with:
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Watch video
Influence of Internet and Social Media
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"If you make customers unhappy in the
physical world, they might each tell 6
friends. If you make customers
unhappy on the Internet, they can each
tell 6,000 friends.”
Jeff Bezos, Amazon.com
Preliminary Analysis
Case escalation
Request an onsite
visit
Schedule a visit
Onsite visit Case
closure
©2013 Bonitasoft 63
Tech Savvy
Internet Friendly
Traditional Customer
Support Team Onsite Support Team
Customer Experience/Sales Team
CUSTOMERS ORGANIZATION
Commercial Offerings
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Commercial offerings We support your projects and accelerate their success
• Professional Services
- Training
- Certification in development and administration
- Consulting: On-Site or Remote
• Annual Subscriptions
- Gold or Platinum Technical Support
- Features to facilitate collaboration, speed development,
aid testing, deployment and administration,
advanced portal features
Consulting Services
• Process Design Definition and agreement among stakeholders
• Evaluation of Impact On hardware, existing software, external data, etc.
• Process Optimization Feedback to business to adjust the process to ensure
it is optimized from a technical and business prospective
• Testing Ensure business requirements match implementation
• Production Performance and growth are ensured
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Bonitasoft Subscriptions
Team collaboration • Shared repository
• Productivity features
End-User Centric • Advanced Portal
• Mobile
• Process templates
Mission-critical • Monitoring
• Error management
• Live reconfiguration
Subscriptions
• Commercial license
• Professional Support
• Software Upgrades
Added-Value for Subscriptions
• Increased collaboration & productivity
• Powerful portal features including mobile access
• Advanced process administration
• Process template library
Secure your project from the beginning:
• Incident management
• Patches
• Knowledge base
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Features by Edition
©2013 Bonitasoft 69
• Shared repository
• Develop. productivity
• Doc. generation
• LDAP synchronization
• Dynamic form designer
• Secure Web Services
• Salesforce Wizard
• SAP JCO2 Wizard
• Drill down reports
• Multi-environment
• Engine extensibility
• Optimized engine perf.
• Subtasks
• Mobile portal
• Biz data search
• Org. import/export
• Custom Studio profiles
• Process templates:
PTO + Onboarding
• Live parameters update
• Process monitoring
• Error management
• Configurable archive
• Graphical modeling
• User preferences
• Connectors
• Simple form designer
• BPMN 2.0
• Versioning
• Simulation
• Engine APIs
• Widget hints, tooltips
• Online documentation
Team collaboration End-User Centric Mission-critical For first projects
Subscriptions
Community Teamwork Efficiency Performance
Teamwork
+
Efficiency
+
Community
+
Partner Programmes
©2013 Bonitasoft 70
1 2 3
Building an application from scratch
©2013 Bonitasoft 71
DB
LDAP
CRM
…
ERP
IS
Architecture
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Bonita Portal • Manage tasks
• Monitor processes
Bonita Apps Your Apps
Connectors
BAM
BI/KPIs
User
Mgmnt.
Task
Mgmnt.
Process
Mgmnt.
Bonita Execution Engine
API (Java, EJB, HTTP)
Authent. Document Event
Handler Identity Persistence
BP
M
Se
rvic
es
Generic
Se
rvic
es
Bonita Studio (clients)
Demonstration Invoice Validation
©2013 Bonitasoft 73
BUSINESS PROCESS
©2013 Bonitasoft 74
Initiator
(william.jobs)
Manager
(misa.kumagai)
< 5000 €
Comptability
(jan.fisher)
> 5000 €
Requester Validation Level 1 Validation Level 2
TECHNICAL INTERACTION
©2013 Bonitasoft 75
Requester
Online Form
Notification
REQUEST INFORMATION
• lastname(Text)
• email (Text)
• date (Date)
• price (Integer)
• attachment(Document)
• department (Text List)
Execution info
• validation (Boolean)
©2013 Bonitasoft 76
In Action
Bonita BPM in action
©2013 Bonitasoft 77
Demo Steps – Part One
- On Bonita Studio with a Skeleton process :
• Add variables
• Add transition conditions with “parameters”
• Design forms
• Define actors
• Configure email connectors
• Execute process
©2013 Bonitasoft 78
Demo Steps – Part Two – New Features
- On Bonita Portal :
• Create a Subtask
• Correct a bad parameter on email Connector
• Parameter change a transition/business rule
• Organisation/Actor mapping
• Reporting
• Search function
• Mobile portal
©2013 Bonitasoft 79
©2013 Bonitasoft 80
CORPORATE WEBSITE
Product & Services descriptions,
References, Webinars, White
papers
OPEN SOURCE COMMUNITY
Forums, Contributions, Source
Code
twitter.com/
bonitasoft
facebook.com/
bonitasoftbpm
linkedin.com/groups?
gid=3182097
youtube.com/
bonitasoft
Thank you, and…
STAY CONNECTED WITH US!
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