Welcome to our second webinar in our Process Suite Webinar Series. Today we will look at Process Suite from a Case Management perspective.

1. TODAY'S WEBINAR: OPENTEXT PROCESS SUITE -
“FROM CASE TO SOLUTION”
Sascha Cutura – Chief Executive Officer
Harry Siegersma – BPM Trainer & Certified Cordys Professional

2. INTRODUCTION
convedo is a full service
BPM consultancy and
OpenText partner that
designs, develops, delivers
and supports process based
applications using business
process management (BPM)
software platforms, to
organisations that
understand the importance
of their processes and
information.
www.convedo.com
@convedo
info.convedo.com

3. WE’VE HELPED
ENTERPRISES IN…
www.convedo.com
@convedo

4. WE’VE DELIVERED
THESE SOLUTIONS…
www.convedo.com
@convedo

5. …TO ORGANISATIONS
THAT INCLUDE…
www.convedo.com
@convedo

6. THE OPEN TEXT PROCESS SUITE

7. TODAY’S WEBINAR :
FROM CASE TO SOLUTION
● OpenText Process Suite platform
● Integrating data, business process and case applications
● Graphical editor to design your case model
● SCXML 1.0 (State Chart XML execution)
● Simulating case execution
● Applying the technology at hand
● Round trip “Problem solving through case modeling”

8. WHAT IS A CASE MODEL?
● A case management process or case model
● Is human driven (knowledge or case workers)
● Is less structured
● Has a lower level of automation
● Is more interactive
● Planning happens while running the process, i.e. the case model
● Has a lot of context information attached (documents, progress,
history, case data)
● Examples
● Processing service requests, e.g. applying for a mortgage.
● Incident management, e.g. medical diagnosis.
● Investigative applications, e.g. fraud investigation.

9. Case Management
Virtual Case File Dynamic Activity List
Complex unstructured processes, involving
dynamic collaboration on activities and
documents:
● Case-centric, solution oriented processing.
● Activities, people and data defined before
and during process based on case
information.
● Case worker decides through the model on
the appropriate activities.
● Case worker has access to complete case-
centric information including tasks, people,
and documents.
Production Workflow
High-volume structured processes that has a
finite and predefined input and outcome:
● Process-centric orientation.
● Predefined processes, activities and users.
● User works within the activity-specific
context.
CASE MANAGEMENT
VS. PRODUCTION WORKFLOW

10. DEMO
“FROM CASE TO SOLUTION”
Problem solving through case modeling

11. MODEL, EXECUTION, IMPLEMENTATION
AND MONITOR
● Modeling the “Doctor Visit” case model
● Designing the case model using the graphic editor
● Simulating the case model
● Running the case model through the Process Suite “My Inbox”
● Implementing the case model
● Applying Process Suite documents to implement the case model
● Monitoring the case model execution
● Using the Process Suite Case Instance Manager

12. CASE MODELING YOUR DOCTOR VISIT

13. CASE EXECUTION

14. CASE IMPLEMENTATION

15. CASE MONITORING

16. THE DOCTOR VISIT CASE MODEL

17. ● Case modeling
● Process Suite: graphical Case Modeler
● Case simulation by executing the model
● Process Suite: My Inbox artifact
● Case model implementation
● Process Suite: Collaborative Workspace IDE
● Monitor case execution
● Process Suite: Case Instance Manager artifact
WHAT DID WE COVER?

18. OPENTEXT PROCESS SUITE:
WHAT’S NEXT?
● More Information
● Demo
● Consultancy
● Proof-Of-Concept
● Implementation Kick Start
● Full Implementation
● Training / Mentoring
● Class-Room / Onsite
● Case Modelling Training:
convedo.com/opentext_process_suite_case
● Become a Subscriber:
info.convedo.com/tech-talk

19. THANK YOU. convedo UK
37th Floor, One Canada Square
Canary Wharf
London
E14 5AA
United Kingdom
Phone: +44 (0) 207 718 0183
convedo DEUTSCHLAND
Landsberger Strasse 155
80687 Munich
Germany
Phone: +49 (0) 89 579 59 643
sascha cutura
CEO & SENIOR ARCHITECT
sascha.cutura@convedo.com
harry siegersma
BPM TRAINER
harry.siegersma@convedo.com