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BUSINESS PROCESS SOLUTIONS   1
BUSINESS PROCESS SOLUTIONS   2
Bringing Process and Content Together
                   Business Value




   Process                               Content
Drives the Work…                    …Provides the Context
                                              BUSINESS PROCESS SOLUTIONS   3
+                       =

Business Process Solutions




                             BUSINESS PROCESS SOLUTIONS   4
Executive           Business
                                               Architect
            Supervisor
                                                              Analyst


                                Strategic
                                Planning
Reviewer
                                                                   Developer



           Processor                                         Marketing
                                                Data Entry
                         Researcher    Legal




                                                                               BUSINESS PROCESS SOLUTIONS   5
BUSINESS PROCESS SOLUTIONS   6
A Better Way to Capture and Transform Content
                                         Automate capture-driven
                                         processes and cases

                                         Transform paper and
                                         electronic documents / forms
                                         into actionable information

                                         Improve document
                                         preparation, manager
                                         approvals, and back office-
                                         routing

                                         Eliminate lost or misfiled
                                         documents

                                         Find documents faster with
                                         automated metadata
                                         collection




      Knowledge Worker                    BUSINESS PROCESS SOLUTIONS    7
A Better Way to Work with Content in Context
                                           Integrate all information
                                           sources within the
                                           context
                                           of the task, including
                                           structured &
                                           unstructured data

                                           Access all related work
                                           in one single screen

                                           Ensure all necessary
                                           work is completed

                                           Eliminate paper and
                                           manage versions,
                                           archival, discussion
                                           history, etc.




      Knowledge Worker                     BUSINESS PROCESS SOLUTIONS   8
Do Work

                             See today’s work
                             and its status

                             Find reminders for
                             work in progress

                             Track my personal
                             performance

                             Let my manager
                             know how I’m doing
                             now

                             Read important
                             news/events




Knowledge Worker             BUSINESS PROCESS SOLUTIONS   9
A Better Way to Access Legacy Systems

                                        Integrate legacy
                                        systems

                                        Abstract users from
                                        the back-end
                                        complexity

                                        Eliminate switching
                                        between applications

                                        Access and update
                                        data via SharePoint
                                        web parts, Business
                                        data catalog, and
                                        InfoPath Forms
                                        Services




     Knowledge Worker                   BUSINESS PROCESS SOLUTIONS   10
A Better Way to Meet Customer Demands

                                        Examine business
                                        trends

                                        Monitor SLA’s and
                                        respond to potential
                                        bottlenecks

                                        Manage team
                                        productivity and
                                        workload balancing

                                        Escalate work
                                        priorities




      Manager                            BUSINESS PROCESS SOLUTIONS   11
A Better Way to Allocate Work

                                Ensure highest
                                productivity when
                                managing hundreds to
                                thousands of workers.

                                Intelligently allocate
                                work based on
                                backlog, time, skills,
                                and schedule.

                                Synchronize with
                                SharePoint profiles
                                and Outlook
                                schedules.

                                Simulate expected
                                service level
                                attainment.



        Supervisor              BUSINESS PROCESS SOLUTIONS   12
Collaborate
              Provide real-time
              guidance for in-flight
              business processes

              Details of the case
              are populated to
              the IM window,
              providing context.

              Conversations are
              captured in a
              decision audit trail.

              Lync integration
              ensures a faster
              time to the RIGHT
              decision.




              BUSINESS PROCESS SOLUTIONS   13
A Better Way to Work from Anywhere
                                     Deploy mobile-
                                     enabled, hybrid
                                     location, or on-
                                     premise apps

                                     Provide thin-client
                                     mobile apps for
                                     iPhone, iPad, Android,
                                     and Blackberry

                                     Collaborate around
                                     key events and initiate
                                     tasks within a secure
                                     environment




                                     BUSINESS PROCESS SOLUTIONS   14
A Better Way to Guide Process Outcomes
                                         Contextualize advice
                                         and recommendations
                                         to deliver the desired
                                         business outcome

                                         Guide workers to next
                                         best action based
                                         upon crowd-sourced
                                         guidance

                                         Share and capture
                                         guidance to process
                                         and case repositories

                                         Deliver key nuggets of
                                         advice to the right
                                         people at the right
                                         time



                                         BUSINESS PROCESS SOLUTIONS   15
A Better Way to Communicate with Customers

                                        Engage more
                                        profitably with
                                        customers by
                                        leveraging personally
                                        relevant information

                                        Rapidly and directly
                                        create process-related
                                        content to support
                                        cross/upsell offers
                                        and campaigns

                                        Control how and when
                                        content is included in
                                        customer
                                        correspondence




       Marketing                        BUSINESS PROCESS SOLUTIONS   16
BUSINESS PROCESS SOLUTIONS   17
A Better Way to Discover Processes
                                     Define the process
                                     through collaboration

                                     Detail the process
                                     participants by
                                     personas

                                     Track discovery efforts
                                     through to the
                                     business case

                                     Prototype user
                                     experiences

                                     Collaborate on
                                     process alternatives
                                     and optimization




      Business Analyst / Architect    BUSINESS PROCESS SOLUTIONS   18
A Better Way to Collaborate on Process Design




       Business Analyst / Architect       BUSINESS PROCESS SOLUTIONS   19
A Better Way to Align Governance Policies

                                                    Map governance and
                                                    compliance
                                                    requirements across the
                                                    organization

                                                    Identify cross-functional
                                                    gaps or risks before the
                                                    business is impacted

                                                    Create and easily update
                                                    governance policies and
                                                    relationships




    SharePoint   Compliance     Legal   Knowledge                          Storage
    Admin           Officer                Worker                          Pro
                                                    BUSINESS PROCESS SOLUTIONS   20
A Better Way to Set Policies on Information

                                              Administer corporate
                                              policies locally within
                                              SharePoint

                                              Manage governance
                                              and archiving from
                                              SharePoint

                                              As new sites are
                                              created in SharePoint,
                                              automatically apply
                                              the correct
                                              governance policy




     SharePoint Admin
                                               BUSINESS PROCESS SOLUTIONS   21
A Better Way to Design for Change
                                    Visual drag-and-drop
                                    modeling environment

                                    Pre-built tasks for faster
                                    development

                                    No code deployment

                                    Pre-built data, content,
                                    and application
                                    integration




                                    BUSINESS PROCESS SOLUTIONS   22
A Better Way to Adapt for Change

                                     Optimize investment
                                     choices using a no-risk
                                     sandbox
                                     Improve collaboration
                                     for process design
                                     Imitate
                                     process behaviour
                                     and results faster
                                     than real life
                                     Discover bottlenecks ahead
                                     of implementation




      Business Analyst / Architect    BUSINESS PROCESS SOLUTIONS   23
A Better Way to Deliver Process and Case Applications

                                          Speed development of
                                          process applications
                                          with pre-defined user
                                          workbenches and pre-
                                          built web parts

                                          Automatically connect
                                          data, content, and
                                          context relationships
                                          between web parts with
                                          a single click

                                          Surface data, content,
                                          and communications
                                          with web parts for
                                          SharePoint, Lync, Visio,
                                          SQL, and Outlook.




        Developer                           BUSINESS PROCESS SOLUTIONS   24
A Better Way to Manage Records
                                 Reduce risks associated
                                 with audit and litigation

                                 Maintain and dispose of
                                 process-related content
                                 according to defined
                                 policies and legally
                                 approved methods

                                 Verify the integrity of
                                 business practices with
                                 complete audit trails

                                 Make the complexity of
                                 records management
                                 transparent to end
                                 users.




       Legal                     BUSINESS PROCESS SOLUTIONS   25
A Better Way to Archive Information
                                        Automatically classify
                                        documents for with
                                        the proper record
                                        keeping policies

                                        Specify file and case
                                        folder versions to
                                        archive.

                                        Establish Rules and
                                        schedules for
                                        information archiving

                                        Fully restore
                                        information sites from
                                        corporate archives




        Compliance Officer and IT Pro    BUSINESS PROCESS SOLUTIONS   26
Finance   Public Sector   Commercial




                                       BUSINESS PROCESS SOLUTIONS   27
Want to learn more about
OpenText Business Process Solutions?


      Visit us at
   OpenTextBPM.com




                                       BUSINESS PROCESS SOLUTIONS   28
Thank You




            BUSINESS PROCESS SOLUTIONS   29

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Bringing Together Content and Process

  • 3. Bringing Process and Content Together Business Value Process Content Drives the Work… …Provides the Context BUSINESS PROCESS SOLUTIONS 3
  • 4. + = Business Process Solutions BUSINESS PROCESS SOLUTIONS 4
  • 5. Executive Business Architect Supervisor Analyst Strategic Planning Reviewer Developer Processor Marketing Data Entry Researcher Legal BUSINESS PROCESS SOLUTIONS 5
  • 7. A Better Way to Capture and Transform Content Automate capture-driven processes and cases Transform paper and electronic documents / forms into actionable information Improve document preparation, manager approvals, and back office- routing Eliminate lost or misfiled documents Find documents faster with automated metadata collection Knowledge Worker BUSINESS PROCESS SOLUTIONS 7
  • 8. A Better Way to Work with Content in Context Integrate all information sources within the context of the task, including structured & unstructured data Access all related work in one single screen Ensure all necessary work is completed Eliminate paper and manage versions, archival, discussion history, etc. Knowledge Worker BUSINESS PROCESS SOLUTIONS 8
  • 9. Do Work See today’s work and its status Find reminders for work in progress Track my personal performance Let my manager know how I’m doing now Read important news/events Knowledge Worker BUSINESS PROCESS SOLUTIONS 9
  • 10. A Better Way to Access Legacy Systems Integrate legacy systems Abstract users from the back-end complexity Eliminate switching between applications Access and update data via SharePoint web parts, Business data catalog, and InfoPath Forms Services Knowledge Worker BUSINESS PROCESS SOLUTIONS 10
  • 11. A Better Way to Meet Customer Demands Examine business trends Monitor SLA’s and respond to potential bottlenecks Manage team productivity and workload balancing Escalate work priorities Manager BUSINESS PROCESS SOLUTIONS 11
  • 12. A Better Way to Allocate Work Ensure highest productivity when managing hundreds to thousands of workers. Intelligently allocate work based on backlog, time, skills, and schedule. Synchronize with SharePoint profiles and Outlook schedules. Simulate expected service level attainment. Supervisor BUSINESS PROCESS SOLUTIONS 12
  • 13. Collaborate Provide real-time guidance for in-flight business processes Details of the case are populated to the IM window, providing context. Conversations are captured in a decision audit trail. Lync integration ensures a faster time to the RIGHT decision. BUSINESS PROCESS SOLUTIONS 13
  • 14. A Better Way to Work from Anywhere Deploy mobile- enabled, hybrid location, or on- premise apps Provide thin-client mobile apps for iPhone, iPad, Android, and Blackberry Collaborate around key events and initiate tasks within a secure environment BUSINESS PROCESS SOLUTIONS 14
  • 15. A Better Way to Guide Process Outcomes Contextualize advice and recommendations to deliver the desired business outcome Guide workers to next best action based upon crowd-sourced guidance Share and capture guidance to process and case repositories Deliver key nuggets of advice to the right people at the right time BUSINESS PROCESS SOLUTIONS 15
  • 16. A Better Way to Communicate with Customers Engage more profitably with customers by leveraging personally relevant information Rapidly and directly create process-related content to support cross/upsell offers and campaigns Control how and when content is included in customer correspondence Marketing BUSINESS PROCESS SOLUTIONS 16
  • 18. A Better Way to Discover Processes Define the process through collaboration Detail the process participants by personas Track discovery efforts through to the business case Prototype user experiences Collaborate on process alternatives and optimization Business Analyst / Architect BUSINESS PROCESS SOLUTIONS 18
  • 19. A Better Way to Collaborate on Process Design Business Analyst / Architect BUSINESS PROCESS SOLUTIONS 19
  • 20. A Better Way to Align Governance Policies Map governance and compliance requirements across the organization Identify cross-functional gaps or risks before the business is impacted Create and easily update governance policies and relationships SharePoint Compliance Legal Knowledge Storage Admin Officer Worker Pro BUSINESS PROCESS SOLUTIONS 20
  • 21. A Better Way to Set Policies on Information Administer corporate policies locally within SharePoint Manage governance and archiving from SharePoint As new sites are created in SharePoint, automatically apply the correct governance policy SharePoint Admin BUSINESS PROCESS SOLUTIONS 21
  • 22. A Better Way to Design for Change Visual drag-and-drop modeling environment Pre-built tasks for faster development No code deployment Pre-built data, content, and application integration BUSINESS PROCESS SOLUTIONS 22
  • 23. A Better Way to Adapt for Change Optimize investment choices using a no-risk sandbox Improve collaboration for process design Imitate process behaviour and results faster than real life Discover bottlenecks ahead of implementation Business Analyst / Architect BUSINESS PROCESS SOLUTIONS 23
  • 24. A Better Way to Deliver Process and Case Applications Speed development of process applications with pre-defined user workbenches and pre- built web parts Automatically connect data, content, and context relationships between web parts with a single click Surface data, content, and communications with web parts for SharePoint, Lync, Visio, SQL, and Outlook. Developer BUSINESS PROCESS SOLUTIONS 24
  • 25. A Better Way to Manage Records Reduce risks associated with audit and litigation Maintain and dispose of process-related content according to defined policies and legally approved methods Verify the integrity of business practices with complete audit trails Make the complexity of records management transparent to end users. Legal BUSINESS PROCESS SOLUTIONS 25
  • 26. A Better Way to Archive Information Automatically classify documents for with the proper record keeping policies Specify file and case folder versions to archive. Establish Rules and schedules for information archiving Fully restore information sites from corporate archives Compliance Officer and IT Pro BUSINESS PROCESS SOLUTIONS 26
  • 27. Finance Public Sector Commercial BUSINESS PROCESS SOLUTIONS 27
  • 28. Want to learn more about OpenText Business Process Solutions? Visit us at OpenTextBPM.com BUSINESS PROCESS SOLUTIONS 28
  • 29. Thank You BUSINESS PROCESS SOLUTIONS 29