Introducing everteam.ibpms 8.0: Stronger, More Dependable, More Resilient Content-Rich Business Processes

1. BUSINESS and
OPERATIONS-FRIENDLY
BPM: Introducing
everteam.ibpms 8.0

2. WELCOME
2
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.

3. Today’s Presenters
3
Abdullah Daoud, VP Product Managment
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
Esteban Felipe, everteam.ibpms Product Manager
Highly experienced software architect and BPM solutions developer
Over 15 years of experience, 10 years in the BPM space
Based on Jacksonville, FL
Responsible of everteam.ibpms product line

4. Agenda
4
1. Our Commitment to BPM
2. everteam.ibpms 8.0
3. Upgrade and Licensing
4. Questions

5. OUR
COMMITMENT
TO BPM
Abdullah Daoud
VP Product Mgmt

6. 6
Everteam connects
people, process and content
to improve customer experience,
streamline business processes,
optimize records management,
and adhere to compliance requirements.

7. Everteam Company Highlights
7
► Over 25 Years of ECM and BPM Leadership
► 1000+ Customers on Five Continents
► Extensive experience implementing industry
solutions to address complex business
requirements
► ~300 Employees Worldwide
► Cited as Leaders by Prominent Analyst Firms
► Acquired Intalio to Incorporate Leading iBPMs
technology into ECM platform
Life
Sciences
Engineering Insurance Media Public
Sector
Key Verticals & Customers

8. Who We Serve
Large to Very Large Enterprises and Agencies across Market Verticals
8
MEDIA & TELECOM
GOVERNMENT
ENERGY & UTILITIESFINANCIAL SERVICES
MANUFACTURING TRANSPORTATION

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. Today’s Market Drivers
10
✓ Digitization and modernization trends
driving increased focus on user
experience
✓ Increased regulatory and information
governance requirements and
concerns
✓ Cost and resource burdens for legacy
applications and processes driving
modernization and archiving projects
✓ Demand for purpose-built,
vertically-specific applications
✓ Increased demand for historical
enterprise data to drive business
decisions and differentiation
✓ Mobile workforce demands creating
more need for omni-channel access of
company content and records
✓ Content types continue to proliferate
driving robust requirements for
archiving and information management
✓ Adoption of cloud applications driving
archiving opportunity

11. everteam.
ibpms
Long Tenure in BPM
Helping organizations automate critical business processes which would otherwise be time
consuming, error-prone or non-compliant.
11
► Over 20 years of BPM industry experience
► The world’s leading open-architecture BPM system
► Platform developed organically as part of consistent strategy
► Supports rapid internal adoption through ease of use
► Validated for global-scale deployments
Highlights Key Customers

12. everteam.ibpms 8.0 Development Path
Founded in
1990 as an
ECM vendor
12
Acquired
Intalio|bpms in
2015 to
expand our
scope to
business
process
management
Engage
existing
customer
base and
prospects
Deliver
everteam.
ibpms 7.5 with
focus on
simplification
Deliver
everteam.
ibpms 7.6 with
focus on
development
experience
enhancement
everteam.
ibpms 8.0
released

13. Examples of the processes we have automated
13
Customer Support
Ticketing
Proxy Voting within
Financial Worklfow
Workforce
management Loans underwriting
Telecommunication
company uses
everteam.ibpms to
receive and route the
different incidents
reported by customers
Investment management
corporation uses
everteam.ibpms to be in
compliance with the
proxy voting procedures
A brewing company
uses everteam.ibpms
to optimize the
allocation of their
workers in production
lines
Real estate financial
services company
uses everteam.ibpms
to manage all the
details of their loans
underwriting processes
Review and
Approval of Media
Assets
Media company uses
everteam.ibpms to
manage the lifecycle
of the digital assets
of their marketing
operation
Service
provisioning
Telecommunication
company uses
everteam.ibpms to manage
the different systems
involved in activating
services to customers
Range of implementations across industries and use cases

14. Everteam.ibpms 8.0
Esteban Felipe
everteam.ibpms
Product Manager

15. 15
everteam.ibpms 8.0 changes everything.
everteam.ibpms delivers a single platform for
collaboration, development, analysis, and
optimization of critical business processes.

16. everteam.ibpms Platform Overview
16
Technology
Enabler
Security &
Compliance
Analyst
Workbench
Integrate existing
application and
systems for
seamless
workflow
User
management, and
security
administration
User-friendly
process modeling
for the business
users
Process
Agility
Business User
driven, continuous
innovation in
real-time
Actionable
Dashboards
Real-time
reporting and
process activity
tracking with
detail drill down
Integration
Open platform to
easily integrate
with business
critical systems
and applications
A non opinionated BPM platform with a low-code development approach focused in delivery long term
reliable and high performance process automation

17. The path to success starts by unlocking the knowledge
and experience from those that own and are responsible
for an specific process. Often these business experts are
forced to explain to IT how the process should work or
are given tools that enforce technical concepts too early
in the project lifecycle. These situations create
unnecesary challenges that disrupt the creative and
collaborative engagement needed to understand how a
process should and can work.
Analyst Workbench is a web-based BPMN 2.0
collaborative modeling environment. It allows
non-technical users to model and document their
business processes with a strong focus on collaboration
and knowledge sharing. Modeled processes can be
imported in everteam.designer for further automation
and deployment.
Business users
taking control of
their processes
Feature Spotlight: Analyst Workbench
17

18. Analyst Workbench empowers business users to lead process discovery, definition, and modeling. By leveraging
collaboration and documentation features embeddded in the Analyst Workbench, non-technical users can
iterate and model processes until the desired behavior is reflected in their own diagram. These diagrams not only
become corporate knowledge ready to be shared with the organization, they also can be delivered to
process engineers in IT to be turned into live processes.
Analyst Workbench
18

19. For those performing processes and tasks, the idea of an
automated solution may sound scary. "Why if I need
something else?" "What will I do if some case needs
some unexpected processing?" These concerns can
lead to additional-- and long -- requirements that reflect
users trying to cover every possible scenario. More
requirements can’t guarantee that all possibilities will be
covered -- but do disrupt the project team’s ability to
deliver a solution in a timely manner.
Adhoc Processing delivers support for adding new,
human-driven activities to an automated process
instance at runtime. Users are in control of the new task
placement in relation to the current tasks. New tasks
inherit all the process context and execute as if they
were modeled in the original process diagram.
Automate processes
without
compromising
flexibility
Feature Spotlight: AdHoc Processing
19

20. Business users have traditionally feared that automated processes would limit their ability to
react to unpredictable scenarios. Ad Hoc tasks remove that fear by giving users full control of any
new/special tasks that need to be included in a particular process instance - without compromising
BPM abilities to audit the complete process execution.
Adhoc Processing
20

21. When process activities are executed by a dedicated
team, running a high-performance operation depends on
the ability to maximize the productivity of team members
and to intervene in real-time. As more businesses
support their high-volume processes using BPM
technology, more features are needed to ensure high
efficiency without compromising control.
Task balancing features provide out-of-the-box
algorithms and support plugging in new ones to
distribute human tasks across a group of process
participants.
Once deployed, our team dashboards allows team
managers visibility into processes in progress and the
capability to intervene when necessary.
Feature Spotlight: Team Operations
21
Better visibility for
the front line of
process execution

22. Team managers can direct the process model to distrubute tasks in the patterns that
deliver better results and still closely monitor team performance in real time. As team managers
feel more comfortable supporting operations with automated solutions, more processes
will be candidates for automation leading to an increased understanding, control, and
productivity of business operations.
Team Operations
22

23. Processes tasks usually deliver the basic information
needed by the task worker to complete the tasks. Still,
context is relevant. "What happened before this task?"
"What conversation did my teammates have about this
particular case?" "How can I team up with my peers to
get this done?" All of these are reasonable requests from
task workers while completing tasks. Still, there is
resistance to implementing these capabilities in each
process task.
Human tasks now come with a rich context that allows
process workers to collaborate with peers via
conversations and by sharing the tasks and related files.
everteam.ibpms 8.0 also includes features to understand
the history of the process instance and the ability to see
exactly where is the current task located in the process
model.
Empowering those
that get things done
Feature Spotlight: Tasks Context
23

24. By giving tasks workers richer understanding of thier tasks and tools to collaborate, fewer
requirements will be pushed to process engineers, thus reducing the time-to-market of the
automated processes. Also, these extra tools facilitate the work needed to complete tasks,
delivering higher productivity and better process results.
Tasks Context
24

25. Process owners and responsible stakeholders need to
understand how is the operation performing and to be
able to identify trends that could lead to opportunities.
Being able to see day-to-day details and easily jump to
an aggregated view of key processes is critical to
support the ongoing effort of achieving business
objectives.
Common task execution performance metrics are
collected by default without requiring any effort from
developers or users.
Users can create and share customized dashboards that
summarize the status and common performance metrics
of deployed processes.
Effortless and
secure process
performance
monitoring
Feature Spotlight: BAM Dashboards
25

26. Process performance insights are a basic benefit that customers seek when implementing BPM.
By removing the development effort to collect the most common data and allowing administrators
to create as many dashboards as needed to ensure the accessibility of the summarized information,
customers can expect out-of-the-box value and reduce their development effort.
BAM Dashboards
26

27. UPGRADES
and LICENSING

28. Upgrades and Licensing
28
▪ Upgrade is available to existing suscribers at no cost
▪ Upgrading procedure is a low-risk, well-documented project
▪ Licenses available in cost-effective yearly suscriptions for
unlimited users
▪ Cost model based on customer perceived value, with very low
entry point and clear cap for large enterprise usage
▪ Friendly conditions for OEM and resellers

29. Looking Forward
29
Listening to Customers
- Shorter path to process driven applications
- Increased demand for run-time process flexibility
- Empower the Analyst to collaborate during the process
discovery phase
- Analytics: Generate intelligence by unlocking the value of the data
involved in the process
Evolving our Vision
- Improve everteam.ibpms platform’s capabilities to support less
structured processes
- Enrich the Analyst persona’s experience with the appropriate tools
- Access to powerful analytics capabilities
- Enable low effort deployment of Dynamic Case Management
applications

30. QUESTIONS

31. How to Reach Us
31
Abdullah Daoud
a.daoud@everteam.com
Esteban Felipe
e.felipe@everteam.com

32. THANK YOU