Slides from our Process Efficiency World Tour stop in Houston on October 25th 2012

1. THIS STOP: HOUSTON!
#PEWT2012
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2. WELCOME: MEET YOUR HOSTS
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3. HOUSTON TOUR AGENDA
• Introductions & welcome
• BPM 101
1:15 – 3:30 PM
• BPM 2.0 revolution
• Who uses BPM?
Live
demo!
• Demo
3:30 – 5:00 PM
• Q&A
5:00 – 6:30 PM • Happy Hour
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5. #PEWT2012
Who Are We?
Background on BonitaSoft
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6. #PEWT2012
#1 GROWING BPM PROVIDER AWARDS
•1,500,000 DOWNLOADS
•25,000 COMMUNITY MEMBERS
•450 CUSTOMERS
•100 EMPLOYEES
•60 TECH & SI PARTNERS
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7. 450 CUSTOMERS IN 60 COUNTRIES

8. “Bonita Open Solution is the only
open-source product that meets
Gartner's definition of a BPMS.”
Open Source BPM report, June 2011
#PEWT2012
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9. WHAT WE DO.
Delivering Business Efficiency by turning
Processes into Applications
HOW WE DO IT. THE BENEFITS.
• Graphical Studio • Improved collaboration
• Business & Tech collaboration • Fast IT alignment to business
• Processes + Apps + Analytics • Easy to update & maintain
• Process templates • Immediate ROI

10. #PEWT2012
Crash Course in BPM
Is It Art? Tech? Science?
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11. PROCESSES ARE EVERYWHERE…
• …and fundamental to
all types of organizations
– Marketing and Sales
BPM – Customer Relations
– Human Resources
– Corporate Finance
– Facilities
– Internal policies and procedures
– Communications
– R&D
– And more!
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12. WHAT IS PROCESS?
A business process is [or should be] a
collection [serial, parallel, network, etc.] of
related, structured, value-added activities,
performed by relevant roles or
collaborators, which purposefully produce
specific services or products and/or satisfy
particular business objectives
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13. WHY MODEL A PROCESS?
Communicate with
stakeholders
Establish corporate
governance
Apply continuous
improvement
Use performance indicators
(KPIs) and reporting
Measure effectiveness and
obtain efficiency
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14. WHAT IS BPM?
Two Important Elements to Understand:
1. BPM is composed of human and technological
factors
1. BPM is a holistic management approach focused
on aligning organizational objectives and other
aspects to continuously improve business
processes.
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15. BPM IS ALSO…
A Management Discipline
• Understanding, measuring and optimizing
the business from an end to end customer
facing perspective
A Technology Stack
• BPM suites (BPMS)
A New Model Of Business-IT
Collaboration
• Business Process Modeling Notation
(BPMN)
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16. BPM LIFECYCLE
The “Continuous Process Improvement” Process
Identify and describe existing
processes and define "to-be"
processes:
• Process flow and attributes
Identify potential • Alerts and notifications
or actual • Escalations
bottlenecks • SOPs
Identify potential • SLAs
opportunities for • Task hand-offs
cost savings or
improvements
Perform “what-if” analysis on
combinations of variables to
determine how the process
might operate under different
Tracking individual circumstances
processes:
Process state –
Performance statistics –
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17. The BPM 2.0 Revolution
The 3 Drivers for BPM Adoption
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18. BPM HISTORICAL PERSPECTIVE
Hasn’t This Been Done Before?
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19. BPM INTEREST TREND
How HOT is BPM?
Search trend for “BPM”
Search trend for “SOA”
Search trend for “Cloud Computing”
Search trend for “BPM”
Search trend for
“business process”
News trend for “BPM”
Source: Google Trends, SEP 2012
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20. BPM MARKET OVERVIEW
Growing Market With Mature Products
• Worldwide spending on BPMS is expected to reach $2.6 billion, up 6.9%
compared to 2011 (Source: Gartner)
• Global Industry Analysts research suggests that the global BPM market will
reach $5.3 billion by 2017
BPM Deployments by Region BPM Deployments By Industry
Manufacturing
North America
Government
South America Utilities
Europe Financial Services
Asia & Pacific Technology
Africa & Middle East Other
Source: Transformation and Innovation State of the Market Report
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21. BPM STANDARDS
Promoting Interoperability
• Business Process Model and Notation (BPMN):
– Provides model to describe internal business processes, collaborations, and transactions
in a graphical notation
– Promotes communication of processes in a standard format
– Managed by Object Management Group (OMG)
– Can be represented as XML Metadata Interchange (XMI)
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22. WHY BPM
Drivers for Adoption
Operational Efficiency
Organizational Agility
Business Driver
Innovation
2011
Customer Service 2009
2007
2005
Regulatory
Other
Manage IT resources
0% 10% 20% 30% 40% 50% 60% 70%
Source: Derived from BPTrends Research Data
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23. WHY BPM
Drivers for Adoption: Aligning IT to Business Needs
• BPM promotes a collaboration to rapidly automate processes
– Business users design processes with IT … business “owns” the
process
– IT facilitates with deployment infrastructure, system integration,
and enterprise IT governance
• Getting IT and Business Users to Collaborate on Process
Optimization Fosters “Business Agility”
– 99% of the CIOs with a mandate to transform their business are
considering BPM to provide better internal collaborative processes
to assist in that transformation (Source: 2011 IBM CIO Survey)
By 2020, Empowered Business Technology will be commonplace in organizations
Source: Forrester Research
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24. WHY BPM
Drivers for Adoption: Operational Efficiency
• Minimizing waste within operations
• Volatile marketplace continues to drive cost-cutting
measures
– Global marketplace demands competitive price and quality
• BPM helps organizations reduce costs by creating smarter processes that
increase operational efficiencies
– Automating manual processes increases productivity
– Reducing cycle times for key processes reduces costs
• Customer satisfaction
• Optimize partner network processes
• Regulatory compliance reporting automation
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25. WHY BPM
Drivers for Adoption: Innovation
• Establish innovation process to drive innovation from analysis
of strategic goals to idea generation to product release to
measuring success and more
– Collaboration is key
» Innovation team
» Operations
» Across traditional business silos
– BPM simulation can be used to select new ideas
– Monitoring helps optimize the innovation process
• Create new processes to drive innovation
– New supply chain process
– Enhancing customer-facing processes (e.g., claims process)
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26. BPM SERVER / SUITE (BPMS)
Addressing User Pain Points
Top Pain Point Addressed in BPM Deployments
Standardize Process Models
Operations and Personnel Performance
Ensure Accurate and Consistent Data Entry or Document…
Enforce Best Practices and Required Procedures
% Selected
Change Business Rules and Processes Without Impacting…
Automation of SOPs
Analytical Reporting
Visualize, Simulate, and Troubleshoot Business Processes
0% 5% 10% 15% 20% 25% 30%
Source: Transformation and Innovation State of the Market Report
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27. BPM SERVER / SUITE (BPMS)
Obstacles to Avoid
• Five barriers to BPM success (Source: Forrester):
– Unable to demonstrate the value delivered
– Starting BPM without understanding BPM
– Rely on facts, not perceptions
– Don't forget ROI
– Measuring rather than improving
• Implementing a BPMS without analyzing requirements for BPM use
cases
• Forgetting human factors with “blind” focus on process optimization
• Not establishing a BPM Maturity Model
“It's not really implementing the software that's the problem … you're
changing the way people work, and [need to ensure] that two years from
now, they don't go back to their old habits while also trying to circumvent
[what they were told to change]," Source: Gartner
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28. BPM SERVER / SUITE (BPMS)
Deployment Issues
Top BPM Deployment Issues
Excessive Scope Creep
Politics
% Selected
Training
Underestimated Process
or Organizational Issues
0% 10% 20% 30% 40% 50%
Source: MarketIQ
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29. BPM TRENDS AND FUTURE
The Crystal Ball Perspective
Mergers and
Continued Growth in Acquisitions …
BPM Market Increased Social
Market
• $8 Billion Global Market BPM Offerings
Consolidation and
by 2020
Market Integration
Automating Cloud
BPM & Cloud PaaS / SaaS / AaaS
Governance
Growth BPM Offerings
Processes
Increased Use of
Intersection with
Expansion of Mobile BPM to Empower
Web 3.0
Offerings Business
(LinkedData, etc.)
Technology
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30. #PEWT2012
BPM IDEAS
How Are Companies Benefiting from BPM?
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31. BPM FOR EDUCATION
The school
• Well known university
• Over 2,000 students and several hundred faculty members
Their Problem & Goals
• Cost effective and rapidly deployed solution needed to automate their
manual grant allocation and payment processes
Why they chose Bonita Open Solution
• Intuitive & easy to use Interface
• Access authentication and data integration functionalities
• Easy to build data entry forms
• Multi platform architecture
“Bonita Open Solution was an integral part of the success of this project. Our client was delighted that we were
able to completely automate the complex payroll calculations, as well as shorten the amount of time required to
fill out all the forms and eliminate the need to walk paper forms around the campus,”
- Dustin Henson, Development Manager at VivánTech
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32. BPM IN THE INSURANCE INDUSTRY
The Company
• Leading insurance holding company whose member companies offer a wide
variety of investment services, such as life insurance, annuities, and securities .
Their Problem & Goals
• Increase revenue while reducing costs
• Streamline processes across diverse corporate holdings
• Increase agile methodologies via BPM, become paperless by 2014
• Manage standard insurance claims processing then automate procurement
process
Why they chose Bonita Open Solution
• Open Source and more cost effective than other alternatives
• Business Analysts were easily able to use the Studio for process modeling
• Users also appreciated that processes could be deployed in very diverse IT
environments
• Increase Agile methodologies.
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33. BPM FOR STREAMLINING SCHEDULING
PROCESSES
The company:
• Specializes in workforce injury prevention
• Deployed BOS for several years
Their Problem & Goals
• Workflow software needed to be integrated in the custom versions of
their injury prevention applications
Why they chose Bonita Open Solution
• Easily Configured
• Flexible, open source backend
• Custom processes modeled in Bonita Studio
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34. THE PROCESS TO BE AUTOMATED
Employee submits a web request for a health related service
using forms built on Bonita Open Solution
Bonita Open Solution uses complex business rules to set the
priority of each request submitted by the employee which is
then assigned to a consultant
An activity is scheduled and the employee receives an
eCalendar invitation
The consultant then performs an ergonomic
assessment and completes a report which is sent to
the employee and their manager
The case is then updated, and a survey is sent to the
employee to set their case status as ‘closed’
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35. BPM FOR INSURANCE
The Company
• European leader in electronic billing, electronic invoicing and cash flow
management
Their Problem & Goals
• Detailed monitoring of resolution of customer inquiries
Processes Upgraded
Customer relationship management and the allocation of cases to different
services
Results
• 30% fewer documents
• Time savings equivalent to 3 full-time employees
• Administrative efficiency
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36. BPM FOR PAPERWORK REDUCTION
The Company
• European leader in electronic billing, electronic invoicing
and cash flow management
Their Problem & Goals
• Automate the entire billing process by integrating Bonita
Open Solution into their SaaS solution
• Electronic invoice validation – fewer forms
Results
• Extremely fast integration, rapide go-to-market
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37. BPM FOR CONTRACT MANAGEMENT
The company:
• A leading global manufacturer of printing equipment, optics, medical
imaging and industrial measurement
Their Problem & Goals
• Optimize the management of business proposals
• Upgrade from data entry to invoicing, sales simulations and analysis of
configuration scenarios specific products and architectures
Results
• 30% increase in number of proposals processed with the same headcount
““We have seen a spectacular jump in our productivity; a new contract, which was traditionally approved in four or
five days in the past, can now be approved in under an hour. Overall, our contract processing capacity has
increased by 30%!”
- Xavier Riehl, Head of information systems
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38. BREAK
#PEWT2012
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39. Live Demo
OnBoarding a New Employee
#PEWT2012
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40. #PEWT2012
DESIGN.
Bonita Studio
• BPMN 2.0
notation
• Customized
per user
profile
• Drag-n-drop
application
development
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41. #PEWT2012
CONNECT.
… to almost any Information System
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42. #PEWT2012
BUSINESS APPLICATION.
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43. #PEWT2012
TASK MANAGEMENT.
Ongoing management of your processes

44. #PEWT2012
WHAT DO WE SELL?
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45. COMMERCIAL OFFERINGS
We support your projects and accelerate their success
• Professional Services
- Training
- Certification in development and administration
- Consulting: On-Site or Remote
• Annual Subscription Pack (SP)
- Gold or Platinum Technical Support
- Features to facilitate collaboration, speed development, aid testing and deployment
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46. BONITASOFT SUBSCRIPTIONS
Bonita Open Solution
• Open source license
• Free of charge
• Community support
Subscription Packs
• Commercial license Team collaboration
• Professional Support • Shared repository
• Software Upgrades • Productivity features
Mission-critical Business driven
• Monitoring • Process templates
• Error management • Custom profiles

47. BONITA OPEN SOLUTION EDITIONS
Subscription Packs
Open Source Teamwork Efficiency Performance
For first projects Collaborative environments Advanced environments Mission-critical
• Graphical modeling • Shared repository
• User preferences • Development productivity Teamwork
• Connectors, e.g.: • Documentation generation
Email, Secure Web
Services, Drools
•
•
Search
Custom reports & + Efficiency
• Form designer
• BPMN 2.0 •
dashboards
LDAP synchronization • Custom profiles +
• Versioning • Secure graphical • Process templates:
• Simulation Web Services discovery HR, Finance, Quality
• Multi-tenancy • Salesforce Connector & IT management
• Widget hints, tooltips • Built-in document mgmnt. • Enterprise document • Resource monitoring
• Online documentation • Generate PDF from data management (CMIS) • Process monitoring
• User guidance • Custom look-n-feel • SAP Connector • Error management
• Gold professional support • Gold or platinum • Gold or platinum
professional support professional support
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48. YOUR QUESTIONS ANSWERED
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49. #PEWT2012
THANK YOU, AND…
Stay connected with us!
CORPORATE WEBSITE OPEN SOURCE COMMUNITY
• Product & Services descriptions • Forums
• References & Use Cases • Contributions
• Webinars & White papers • Source Code
youtube.com/ twitter.com/ linkedin.com/groups? facebook.com/
bonitasoft bonitasoft gid=3182097 bonitasoftbpm
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