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Tuesday, May 10, 2016
BETTER BPM WITH
EVERTEAM
Session Notes
3
Host: Esteban Felipe, Senior Account Executive, Everteam
Use the Questions panel to ask questions during the
presentation.
We will send out a link to the webinar recording and slides
after the webinar.
We encourage you to follow up with your Account Manager
after the session today.
Agenda
4
1. One Plus One Equals More
Firas Raouf
2. Our Commitment to BPM
Abdullah Daoud
3. BPM Support
4. Questions and Conversation
FIRAS RAOUF
CEO
Firas Raouf, CEO
6
Highly experienced operator and
investor in infrastructure software
companies.
Based in Boston
Responsible for Everteam’s global
operations with particular focus on our
expansion in the North America
7
Everteam connects
people, process, and content
to automate and streamline
business workflows,
which would otherwise be
time-consuming, error-ridden,
and non-compliant.
Who We Are
Founded in 1990
as an ECM
vendor
8
Recognized by
analysts as an
ECM leader for
breadth and
depth of our
platform,
applications and
solutions
Acquired
Intalio|bpms in
2015 to expand
our scope to
iBPMS
Offices in Lyon,
Paris, Boston,
Beirut, Singapore
and Bangalore
Large scale
deployments on
five continents
Serving large
enterprises and
Government
agencies
characterized by
complex
processes
What the Industry Influencers Say About Everteam
9
“Everteam’s customers appreciate the easiness of use of the
products.” | 2014
“Everteam, in the worldwide top 10 of
ECM solutions.” | 2013
“Everteam has one of the most organically developed offering on
the same platform.” | 2015
“Strong Performer that offers increasingly credible alternatives to
the traditional suite vendors, particularly for clients with a clear
cloud-first,
mobile-friendly, or analytics-driven content management agenda.”
| 2015
“The Everteam solution is amongst the best
ECM systems reviewed by CXP.” | 2015
Who We Serve
Large to Very Large Enterprises and Agencies across Market Verticals
10
MEDIA & TELECOM
GOVERNMENT
ENERGY & UTILITIESFINANCIAL SERVICES
MANUFACTURING TRANSPORTATION
SEARCH & ANALYTICS everteam.analytics
Our Solutions Encompass the Entire Content Lifecycle
11
CONTENT
everteam.ECM
RECORDS
everteam.records
CAPTURE STORE
Cloud
On-
Premise
WORKFLOW
everteam.case
everteam.iBPMS
Physical
Digital
everteam
platform
Everteam ECM Everteam iBPMS
Industry Solutions Based on a Proven Foundation
everteam
applications
everteam
industry
solutions
Government
Correspondence
Tracking
Insurance
Contract
Management
Media
Review &
Approval
Workflow
Life Sciences
Records
Management
Insurance
Claims
Management
Telecom
Order
Management
everteam.case everteam.records
Security
& PKI
Document
Management
Analytics
Dashboard
Image
Services
Activity Monitoring
Categorization
Taxonomy
Process
Engine
Messaging
Services
Scanner
Control
Search
Indexing
Business
Intelligence
PLATFORM OBJECTS
12
ABDULLAH
DAOUD
VP Product
Management
Abdullah Daoud, VP Product Management
14
Highly experienced enterprise software
strategist and entrepreneur.
Over 18 years experience
delivering ECM and BPM based solutions
Based in Atlanta
Responsible for Everteam’s global product
portfolio and strategy
Since the Acquisition: everteam.iBPMS 7.6
Executable user tasks
Custom form improvements
Task context, sharing and history
Since the Acquisition: everteam.iBPMS 7.6
Simplified modeling capabilities
● Drop artifacts on existing shapes
● Single create-complete task
● Back edges
Ad hoc reporting improvements
PDF and Email specialized activities
80+ bug fixes
Looking Forward
17
Listening to Customers
- The need for data driven process design and execution is increasing
- Increased demand for run-time process flexibility
- Empower the Analyst to collaborate during the process
discovery phase
- Analytics: Unlock the value of the data involved in the process
Evolving our Vision
- Improve iBPMS platform’s capabilities to support less
structured processes
- Provide wider coverage for all sort of enterprise data sources
- Provide full control of the processes’ data life cycles
- Enrich the Analyst persona’s experience with the appropriate tools
- Access to powerful analytics capabilities
- Enable low effort deployment of Dynamic Case Management solutions
Evolving the Vision: everteam.iBPMS 8.0
Q3 2016
Significant evolution from
V7.x.
Key feature
advancements:
● Analyst workbench
● Ad-hoc processing
● Task balancing
● Task monitoring
● Advanced integration
with eversuite content
and analytics
Evolving the Vision: everteam.iBPMS 8.1
Q4 2016
● Data-driven processes
support
● Everteam.iBPMS BAM
improvements
● Advanced integration with
eversuite content and
analytics
RAVINDER SINGH
JASSAL
Support Manager
Ravinder Singh Jassal, Support Manager
21
Over 8 years experience
In BPM domains
Based in Bangalore
Responsible for Everteam’s support strategy
22
Support Process
● At Everteam we are committed to provide best in class support services to
our customers and partners.
● Our well defined support process provide efficient way to interact with
support team.
● Customers must use our ticketing tool (Deskpro) to raise Service
Request/Trouble ticket.
23
Ticket Priority
● When reporting a problem, customer will indicate its priority according to the
following definitions:
Priority Definition
P1 Urgent problem (critical impact): The customer is down. No useful work can be done.
P2 Serious problem (significant impact): The customer is experiencing a reproducible problem which causes
major inconvenience.
P3 Minor problem (some impact): The customer is experiencing an intermittent problem, or a common non-
essential operation is failing consistently. The inconvenience can be tolerated until a future release and a
workaround is available.
P4 Request for enhancement.
P5 Question about the product.
24
Ticket Escalation
Customers are encouraged to escalate tickets to their account
managers in the following situations:
● Responses are not received in a timely manner.
● Tight deadlines to be met.
● If services needed exceed your subscription level privileges.
25
Better Support Process
To make support even more better:
● We recently moved our documentation site to WordPress to enhance user
experience.
● We are planning to change our ticketing tool and will move to JIRA Service
desk.
● Building up knowledge base from resolved ticket(s) for self support.
QUESTIONS
and
NEXT STEPS
How to Reach Us
27
Firas Raouf
f.raouf@everteam.com
Abdullah Daoud
a.daoud@everteam.com
Esteban Felipe
e.felipe@everteam.com
Michael McDaid
m.mcdaid@everteam.com
THANK YOU
Better BPM with Everteam -- May 10, 2016

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Better BPM with Everteam -- May 10, 2016

  • 1.
  • 2. Tuesday, May 10, 2016 BETTER BPM WITH EVERTEAM
  • 3. Session Notes 3 Host: Esteban Felipe, Senior Account Executive, Everteam Use the Questions panel to ask questions during the presentation. We will send out a link to the webinar recording and slides after the webinar. We encourage you to follow up with your Account Manager after the session today.
  • 4. Agenda 4 1. One Plus One Equals More Firas Raouf 2. Our Commitment to BPM Abdullah Daoud 3. BPM Support 4. Questions and Conversation
  • 6. Firas Raouf, CEO 6 Highly experienced operator and investor in infrastructure software companies. Based in Boston Responsible for Everteam’s global operations with particular focus on our expansion in the North America
  • 7. 7 Everteam connects people, process, and content to automate and streamline business workflows, which would otherwise be time-consuming, error-ridden, and non-compliant.
  • 8. Who We Are Founded in 1990 as an ECM vendor 8 Recognized by analysts as an ECM leader for breadth and depth of our platform, applications and solutions Acquired Intalio|bpms in 2015 to expand our scope to iBPMS Offices in Lyon, Paris, Boston, Beirut, Singapore and Bangalore Large scale deployments on five continents Serving large enterprises and Government agencies characterized by complex processes
  • 9. What the Industry Influencers Say About Everteam 9 “Everteam’s customers appreciate the easiness of use of the products.” | 2014 “Everteam, in the worldwide top 10 of ECM solutions.” | 2013 “Everteam has one of the most organically developed offering on the same platform.” | 2015 “Strong Performer that offers increasingly credible alternatives to the traditional suite vendors, particularly for clients with a clear cloud-first, mobile-friendly, or analytics-driven content management agenda.” | 2015 “The Everteam solution is amongst the best ECM systems reviewed by CXP.” | 2015
  • 10. Who We Serve Large to Very Large Enterprises and Agencies across Market Verticals 10 MEDIA & TELECOM GOVERNMENT ENERGY & UTILITIESFINANCIAL SERVICES MANUFACTURING TRANSPORTATION
  • 11. SEARCH & ANALYTICS everteam.analytics Our Solutions Encompass the Entire Content Lifecycle 11 CONTENT everteam.ECM RECORDS everteam.records CAPTURE STORE Cloud On- Premise WORKFLOW everteam.case everteam.iBPMS Physical Digital
  • 12. everteam platform Everteam ECM Everteam iBPMS Industry Solutions Based on a Proven Foundation everteam applications everteam industry solutions Government Correspondence Tracking Insurance Contract Management Media Review & Approval Workflow Life Sciences Records Management Insurance Claims Management Telecom Order Management everteam.case everteam.records Security & PKI Document Management Analytics Dashboard Image Services Activity Monitoring Categorization Taxonomy Process Engine Messaging Services Scanner Control Search Indexing Business Intelligence PLATFORM OBJECTS 12
  • 14. Abdullah Daoud, VP Product Management 14 Highly experienced enterprise software strategist and entrepreneur. Over 18 years experience delivering ECM and BPM based solutions Based in Atlanta Responsible for Everteam’s global product portfolio and strategy
  • 15. Since the Acquisition: everteam.iBPMS 7.6 Executable user tasks Custom form improvements Task context, sharing and history
  • 16. Since the Acquisition: everteam.iBPMS 7.6 Simplified modeling capabilities ● Drop artifacts on existing shapes ● Single create-complete task ● Back edges Ad hoc reporting improvements PDF and Email specialized activities 80+ bug fixes
  • 17. Looking Forward 17 Listening to Customers - The need for data driven process design and execution is increasing - Increased demand for run-time process flexibility - Empower the Analyst to collaborate during the process discovery phase - Analytics: Unlock the value of the data involved in the process Evolving our Vision - Improve iBPMS platform’s capabilities to support less structured processes - Provide wider coverage for all sort of enterprise data sources - Provide full control of the processes’ data life cycles - Enrich the Analyst persona’s experience with the appropriate tools - Access to powerful analytics capabilities - Enable low effort deployment of Dynamic Case Management solutions
  • 18. Evolving the Vision: everteam.iBPMS 8.0 Q3 2016 Significant evolution from V7.x. Key feature advancements: ● Analyst workbench ● Ad-hoc processing ● Task balancing ● Task monitoring ● Advanced integration with eversuite content and analytics
  • 19. Evolving the Vision: everteam.iBPMS 8.1 Q4 2016 ● Data-driven processes support ● Everteam.iBPMS BAM improvements ● Advanced integration with eversuite content and analytics
  • 21. Ravinder Singh Jassal, Support Manager 21 Over 8 years experience In BPM domains Based in Bangalore Responsible for Everteam’s support strategy
  • 22. 22 Support Process ● At Everteam we are committed to provide best in class support services to our customers and partners. ● Our well defined support process provide efficient way to interact with support team. ● Customers must use our ticketing tool (Deskpro) to raise Service Request/Trouble ticket.
  • 23. 23 Ticket Priority ● When reporting a problem, customer will indicate its priority according to the following definitions: Priority Definition P1 Urgent problem (critical impact): The customer is down. No useful work can be done. P2 Serious problem (significant impact): The customer is experiencing a reproducible problem which causes major inconvenience. P3 Minor problem (some impact): The customer is experiencing an intermittent problem, or a common non- essential operation is failing consistently. The inconvenience can be tolerated until a future release and a workaround is available. P4 Request for enhancement. P5 Question about the product.
  • 24. 24 Ticket Escalation Customers are encouraged to escalate tickets to their account managers in the following situations: ● Responses are not received in a timely manner. ● Tight deadlines to be met. ● If services needed exceed your subscription level privileges.
  • 25. 25 Better Support Process To make support even more better: ● We recently moved our documentation site to WordPress to enhance user experience. ● We are planning to change our ticketing tool and will move to JIRA Service desk. ● Building up knowledge base from resolved ticket(s) for self support.
  • 27. How to Reach Us 27 Firas Raouf f.raouf@everteam.com Abdullah Daoud a.daoud@everteam.com Esteban Felipe e.felipe@everteam.com Michael McDaid m.mcdaid@everteam.com