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               Unleash the Power of Information   1
Unleash the Power of Information   2
Result
Collaboration
Image
Communication

Strategy
Task
Analysis
Location   Unleash the Power of Information   3
When BPM meets EIM….




      We bring
                       together
                              Unleash the Power of Information   4
When BPM Meets EIM,   y




                          Unleash the Power of Information   5
y

                                Executive                Enterprise
                                                         Architect


                       Legal                                          Analyst



                                     Process-Enabled
                                       Applications
                                                                                     Developer
Marketing
                                                                                     Developer

            Reviewer                                                      Marketing Comm

                         Processor                           Data Entry
                                            Researcher




                                                                                                 Unleash the Power of Information   6
Unleash the Power of Information   7
A Better Way to Reach Customers

                                  Deliver content to your
                                  customers and partners
                                  easily across all channels:
                                  web, mobile, and social

                                  Create a richer, more
                                  interactive online
                                  experience across
                                  multiple without sacrificing
                                  information governance
                                  requirements

                                  Analyze the success of
                                  new product launches
                                  with web and social
                                  analytics




     Marketing                       Unleash the Power of Information   8
A Better Way to Communicate
                                                  Deliver rich web user
                                                  experiences

                                                  Engage with customers
                                                  right away thanks to
                                                  Social Media capabilities
                                                  on the website

                                                  Instantly repurpose
                                                  content for mobile
                                                  delivery, for publishing to
                                                  social networks and for
                                                  creating a dedicated
                                                  microsite




          Marketing Communications / Web Design
                                                      Unleash the Power of Information   9
A Better Way to Measure Results
                                  Leverage Web and Social
                                  Analytics

                                  Use real-time information
                                  to answer questions
                                  impacting online business

                                  Analyze the evolution of
                                  answers over time

                                  Behind the Firewall web
                                  and social analytics
                                  solution - data is kept
                                  inside the firewall




        Marketing Manager
                                     Unleash the Power of Information   10
A Better Way to Offer New Products and Services
                                          Transform ordinary
                                          communications into
                                          powerful one-to-one
                                          marketing channels

                                          Use everyday documents
                                          such as invoices,
                                          statements and bills to
                                          offer promotions and to
                                          generate sales
                                          opportunities

                                          Deliver customer
                                          communications via any
                                          channel they desire: web,
                                          mobile, email, fax, post,
                                          etc.




      Marketing Communications               Unleash the Power of Information   11
Unleash the Power of Information   12
A Better Way to Capture Information
     | Business Process Management   Help | Settings | Logout

                                                                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                                           Unleash the Power of Information   13
A Better Way to Work with Content in Context
              | Business Process Management   Susan Jones Help | Settings | Logout   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                                                                Unleash the Power of Information   14
Do Work
                   | Business Process Management             Susan Jones Help | Settings | Logout



                                                                                                    See today’s work
                                                                                                    and its status
Working way through estimates

                                                                                                    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                                                                      Unleash the Power of Information   15
A Better Way to Access Legacy Systems
      | Business Process Management   Susan Jones Help | Settings | Logout   Integrate data from
                                                                             legacy systems

                                                                             Abstract users from
                                                                             the back-end
                                                                             complexity

                                                                             Eliminate switching
                                                                             between applications

                                                                             Data accessed and
                                                                             updated via web
                                                                             services, legacy APIs
                                                                             etc.

                                                                             Deliver “single view”
                                                                             of the customer and
                                                                             related entities




     Knowledge Worker                                                          Unleash the Power of Information   16
A Better Way to Meet Customer Demands
          | Business Process Management   Karen Mackintosh Help | Settings | Logout



                                                                                      Examine business
                                                                                      trends

                                                                                      Monitor SLA’s and
                                                                                      respond to potential
                                                                                      bottlenecks

                                                                                      Manage team
                                                                                      productivity and
                                                                                      workload balancing

                                                                                      Escalate work
                                                                                      priorities




      Manager                                                                            Unleash the Power of Information   17
A Better Way to Allocate Work
     | Business Process Management   Graham Arnold Help | Settings | Logout


                                                                              Ensure highest
                                                                              productivity when
                                                                              managing hundreds to
                                                                              thousands of workers.

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

                                                                              Support “push”, “pull”
                                                                              and hybrid models for
                                                                              work selection as
                                                                              needed

                                                                              Simulate expected
                                                                              service level
                                                                              attainment.



               Supervisor                                                       Unleash the Power of Information   18
changes the way you interact



                               Unleash the Power of Information   19
Collaborate
| Business Process Management                 Karen Mackintosh Help | Settings | Logout

                                                                                          Provide real-time
                                                                                          guidance for in-flight
                                                                                          business processes

                                                                                          Expert search as a
                                                                                          social BPM capability

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

                                                                                          Conversations are
                                                                                          captured in a
                                                                                          decision audit trail.




                                                                                            Unleash the Power of Information   20
A Better Way to Work from Anywhere
                                     Deploy mobile-
                                     enabled, hybrid
                                     location, or on-premise
                                     apps

                                     Provide thin-client
                                     mobile apps for any
                                     device

                                     Collaborate around key
                                     events and initiate
                                     tasks within a secure
                                     environment

                                     Customers and agents
                                     can initiate work,
                                     upload, check status;
                                     Employees can
                                     process work and
                                     collaborate

                                       Unleash the Power of Information   21
A Better Way to Share Process Information Securely
                                          A simple web interface
                                          makes accessing and
                                          sharing content easier
                                          than ever.

                                          Ensure that audit trails,
                                          version control, and
                                          permissions are
                                          maintained and
                                          enforced.

                                          Instantly synchronize
                                          content across any
                                          number of computers,
                                          tablets, and other
                                          devices, ensuring that
                                          users always have the
                                          latest copy of
                                          documents they’re
                                          working with.


                                             Unleash the Power of Information   22
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




                                             Unleash the Power of Information   23
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



                   Turn this…   …into this!

       Marketing                                Unleash the Power of Information   24
manage information…


                      Unleash the Power of Information   25
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




     Network Admin
                                                 Unleash the Power of Information   26
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                       Unleash the Power of Information   27
A Better Way to
                                           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      Unleash the Power of Information   28
Unleash the Power of Information   29
A Better Way to Deliver Process and Case Applications
    | Business Process Management                Troy Anderson Help | Settings | Logout

                                                                                          Fast-start solutions to
                                                                                          support rapid
                                                                                          deployment and shorter
                                                                                          time to deliver real
                                                                                          business value

                                                                                          Proven ability to support
                                                                                          all business processes
                                                                                          within a single process
                                                                                          framework

                                                                                          Case types are
                                                                                          extensible &
                                                                                          configurable by senior
                                                                                          end users, supervisors
                                                                                          – designed by people,
                                                                                          built for change!




           Supervisor               Power User
                                                                                             Unleash the Power of Information   30
A Better Way to Align Governance Policies
     | Enterprise Architecture                        Help | Settings | Logout

                                                                                 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




    Network                      Compliance   Legal                 Knowledge                            Enterprise
    Admin                           Officer                            Worker                            Architect
                                                                                    Unleash the Power of Information   31
A Better Way to Collaborate on Process Design
          | Enterprise Architecture   Help | Settings | Logout




       Business Analyst / Architect                              Unleash the Power of Information   32
A Better Way to Design for Change
             | Business Process Management   Help | Settings | Logout

                                                                        Visual drag-and-drop
                                                                        modeling
                                                                        environment

                                                                        Pre-built tasks for
                                                                        faster development

                                                                        No code deployment

                                                                        Pre-built data,
                                                                        content, and
                                                                        application
                                                                        integration




      Process Architect                                                   Unleash the Power of Information   33
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       Unleash the Power of Information   34
Finance   Public Sector   Commercial




                                       Unleash the Power of Information   35
Looking for more
 information on
 OpenText EIM?
  bit.ly/OT_EIM

 Want more on
OpenText BPM?
 bit.ly/OT_BPM



                   Unleash the Power of Information   36
Thank You



If you would like a copy of this presentation, please send an email request to
                     processspecialist@opentext.com.



                                                                Unleash the Power of Information   37

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When BPM Meets EIM (OpenText)

  • 1. Think again… Unleash the Power of Information 1
  • 2. Unleash the Power of Information 2
  • 4. When BPM meets EIM…. We bring together Unleash the Power of Information 4
  • 5. When BPM Meets EIM, y Unleash the Power of Information 5
  • 6. y Executive Enterprise Architect Legal Analyst Process-Enabled Applications Developer Marketing Developer Reviewer Marketing Comm Processor Data Entry Researcher Unleash the Power of Information 6
  • 7. Unleash the Power of Information 7
  • 8. A Better Way to Reach Customers Deliver content to your customers and partners easily across all channels: web, mobile, and social Create a richer, more interactive online experience across multiple without sacrificing information governance requirements Analyze the success of new product launches with web and social analytics Marketing Unleash the Power of Information 8
  • 9. A Better Way to Communicate Deliver rich web user experiences Engage with customers right away thanks to Social Media capabilities on the website Instantly repurpose content for mobile delivery, for publishing to social networks and for creating a dedicated microsite Marketing Communications / Web Design Unleash the Power of Information 9
  • 10. A Better Way to Measure Results Leverage Web and Social Analytics Use real-time information to answer questions impacting online business Analyze the evolution of answers over time Behind the Firewall web and social analytics solution - data is kept inside the firewall Marketing Manager Unleash the Power of Information 10
  • 11. A Better Way to Offer New Products and Services Transform ordinary communications into powerful one-to-one marketing channels Use everyday documents such as invoices, statements and bills to offer promotions and to generate sales opportunities Deliver customer communications via any channel they desire: web, mobile, email, fax, post, etc. Marketing Communications Unleash the Power of Information 11
  • 12. Unleash the Power of Information 12
  • 13. A Better Way to Capture Information | Business Process Management Help | Settings | Logout 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 Unleash the Power of Information 13
  • 14. A Better Way to Work with Content in Context | Business Process Management Susan Jones Help | Settings | Logout 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 Unleash the Power of Information 14
  • 15. Do Work | Business Process Management Susan Jones Help | Settings | Logout See today’s work and its status Working way through estimates 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 Unleash the Power of Information 15
  • 16. A Better Way to Access Legacy Systems | Business Process Management Susan Jones Help | Settings | Logout Integrate data from legacy systems Abstract users from the back-end complexity Eliminate switching between applications Data accessed and updated via web services, legacy APIs etc. Deliver “single view” of the customer and related entities Knowledge Worker Unleash the Power of Information 16
  • 17. A Better Way to Meet Customer Demands | Business Process Management Karen Mackintosh Help | Settings | Logout Examine business trends Monitor SLA’s and respond to potential bottlenecks Manage team productivity and workload balancing Escalate work priorities Manager Unleash the Power of Information 17
  • 18. A Better Way to Allocate Work | Business Process Management Graham Arnold Help | Settings | Logout Ensure highest productivity when managing hundreds to thousands of workers. Intelligently allocate work based on backlog, time, skills, and schedule. Support “push”, “pull” and hybrid models for work selection as needed Simulate expected service level attainment. Supervisor Unleash the Power of Information 18
  • 19. changes the way you interact Unleash the Power of Information 19
  • 20. Collaborate | Business Process Management Karen Mackintosh Help | Settings | Logout Provide real-time guidance for in-flight business processes Expert search as a social BPM capability Details of the case are populated to the IM window, providing context. Conversations are captured in a decision audit trail. Unleash the Power of Information 20
  • 21. A Better Way to Work from Anywhere Deploy mobile- enabled, hybrid location, or on-premise apps Provide thin-client mobile apps for any device Collaborate around key events and initiate tasks within a secure environment Customers and agents can initiate work, upload, check status; Employees can process work and collaborate Unleash the Power of Information 21
  • 22. A Better Way to Share Process Information Securely A simple web interface makes accessing and sharing content easier than ever. Ensure that audit trails, version control, and permissions are maintained and enforced. Instantly synchronize content across any number of computers, tablets, and other devices, ensuring that users always have the latest copy of documents they’re working with. Unleash the Power of Information 22
  • 23. 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 Unleash the Power of Information 23
  • 24. 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 Turn this… …into this! Marketing Unleash the Power of Information 24
  • 25. manage information… Unleash the Power of Information 25
  • 26. 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 Network Admin Unleash the Power of Information 26
  • 27. 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 Unleash the Power of Information 27
  • 28. A Better Way to 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 Unleash the Power of Information 28
  • 29. Unleash the Power of Information 29
  • 30. A Better Way to Deliver Process and Case Applications | Business Process Management Troy Anderson Help | Settings | Logout Fast-start solutions to support rapid deployment and shorter time to deliver real business value Proven ability to support all business processes within a single process framework Case types are extensible & configurable by senior end users, supervisors – designed by people, built for change! Supervisor Power User Unleash the Power of Information 30
  • 31. A Better Way to Align Governance Policies | Enterprise Architecture Help | Settings | Logout 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 Network Compliance Legal Knowledge Enterprise Admin Officer Worker Architect Unleash the Power of Information 31
  • 32. A Better Way to Collaborate on Process Design | Enterprise Architecture Help | Settings | Logout Business Analyst / Architect Unleash the Power of Information 32
  • 33. A Better Way to Design for Change | Business Process Management Help | Settings | Logout Visual drag-and-drop modeling environment Pre-built tasks for faster development No code deployment Pre-built data, content, and application integration Process Architect Unleash the Power of Information 33
  • 34. 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 Unleash the Power of Information 34
  • 35. Finance Public Sector Commercial Unleash the Power of Information 35
  • 36. Looking for more information on OpenText EIM? bit.ly/OT_EIM Want more on OpenText BPM? bit.ly/OT_BPM Unleash the Power of Information 36
  • 37. Thank You If you would like a copy of this presentation, please send an email request to processspecialist@opentext.com. Unleash the Power of Information 37