2. From the Masters www.spsworkflow.com 2 “If you can't describe what you are doing as a process, you don't know what you're doing.” “In God we trust, all others bring data.” --W. Edwards Deming “What gets measured gets done.” --Peter Drucker
3. FERF 2009: Major Technology Gaps Ongoing Monitoring of Business Performance Creating Effective Information Sharing Environment Facilitating Analysis & Decision Making Creating an Enterprise-wide View of Performance Managing Business Risk Reducing Enterprise Operating Costs Consolidating Financial Processes Integrating Strategy with Daily Business Processes www.spsworkflow.com 3
4. Trouble in the Trenches Too many people signing off Not the right people signing off Leads to Low productivity Lack of confidence Confusion In order to demonstrate control Must define delegation of authority / rules Evidence control execution www.spsworkflow.com 4 Automatic execution of governance rules
7. Great Workflow is … Role & Rule Based Logically Sequenced Reliably Repeatable Accessible: Web + Email Based Easily Understood by Participants Highly Agile www.spsworkflow.com 7 Our Workflows give you all of these
8. ShareVis Functionality Establish rolesand rules for creation, modification, approval and storing of information Executionand tracking of the process Who acted -- leverages WSS-established roles & permissions What they did -- submit, approve/reject, view, comment, revise When they did it -- determine cycle time Why -- justification of action Compel individuals/teams to act on the document/form Store resulting documents & forms in a well organized manner Flow information to other enterprise systems Track/Review/Analyze/Optimizethe process www.spsworkflow.com 8 Brings speed & reliability to your business
9. Process Workflow Examples Capital Expenditure Budget Approval Purchasing Order Approval Invoice Payment Approval Travel & Expense Approval Financial Reporting Review/Approval (SOX) Order Entry & Fulfillment Marketing Campaign Approval Product / Service Delivery Proposal Submission Proposal Review/Approval Contract Approval (buy/sell) Absence Approval/Tracking Hiring/New Employee Promotion/Pay Change Engineering Change Supplier Corrective Action Root Cause Analysis www.spsworkflow.com 9 A unifying enterprise platform
10. Realizing the Process www.spsworkflow.com 10 FormEX Microsoft InfoPath Workflow Designer SharePoint
11. Simple Time Off Example Delegation of Authority / Roles An employee’s manager must approve time off requests Human Resources must approve time off requests subsequent to the manager’s approval Rules Employees are notified via email when their time off request is approved or rejected Time off requests must be approved within 2 working days All absences are shown on the corporate calendar www.spsworkflow.com 11
16. Typical Engagement $7K – Base System + $2K per Process Definition Limit of $29K total licensing 11 paid processes = unlimited process definitions Excludes workflow development costs Other Hardware/Software: Typically $0 SharePoint & SQL Server already installed Workflow Development SPS Workflow Factory Your Workflow Factory (developed by us) Your staff (IT or non-IT) www.spsworkflow.com 16
17. Next Steps Identify a process with Potential for improvement Unregulated / unmanaged We’ll Define the workflow based on Delegation of Authority Organizational Responsibility Content/Subject matter Demonstrate it to your stakeholders www.spsworkflow.com 17
18. www.spsworkflow.com 18 With minimal investment and a great partner you really can derive all the benefits of being a process-driven enterprise! Call or email me at sales@spsworkflow.com 734.678.1220 to set up a meeting to discuss your particular situation and challenges. Thank You!
19. Process-Enabling Your EnterpriseOn SharePointwith ShareVis 2009-04-02 www.spsworkflow.com 19
20. About SPS Workflow Ann Arbor based IT Consultancy focused on Business Process Automation Information Architecture and Flow President, Principal Consultant: Russ Blaesing 25 Years of Information Technology Experience Sales, Marketing, Design & Development Consumer, Telecom, Financial, Automotive, Pharma Third Successful Company ShareVis Partner www.spsworkflow.com 20
21. SPS Workflow Introduction FERF Technology Issues Report Governance & Business Processes Demonstration How to Get Started www.spsworkflow.com 21 Agenda
22. 2009 FERF Technology Survey 42% of IT organizations report to the CFO High on CFO/IT Agenda Web-based applications Integrating financial system into the enterprise Corporate performance management (CPM) Information integrity 86.3% willing to invest in IT systems that bring competitive advantage, efficiency and enterprise transformation capabilities www.spsworkflow.com 22 ShareVis is Transformative
23. Key FERF Report Recommendations “IT must work with finance to understand how new technologies can help transform enterprise processes.” “Firms should consider investments in CPM initiatives, focusing on integrating people, processes and technologies to improve PM.” www.spsworkflow.com 23 ShareVis integrates people & processes through technology
24. Continuous Controls Monitoring (CCM) Addresses both Governance Risk and Compliance (GRC) and Performance Management (PM) Improves controls for compliance Helps manage fraud Prevents cash leaks Improves working capital www.spsworkflow.com 24 ShareVis provides CCM which leads to CPM
25. Highways & Side Streets Appropriately matching technology with process will improve the business, particularly finance process alignment Too many applications have been deployed without process alignment ERP investments have been “mostly successful” www.spsworkflow.com 25 ShareVis supplements your ERP System (main highway) with low cost process alignment capabilities (side streets)
26. Processes Become Workflows www.spsworkflow.com 26 Delegation of Authority Standardized Forms Rules Routing Based on Workflow Rules CAPEX AUTHORIZATION Workflow CAPEX T&E AUTHORIZATION Workflow T&E APPROVAL Processes Workflow HR REQUISITION HIRING “my assignments” in SharePoint Workflow INVOICE APPROVAL INVOICE AUTHORIZATION