bpm and case managementmedia.brintex.com › occurrence › 100 › brochure › 2736 ›...

BPM and Case Management

2 www.flosuite.co.uk

Lincolnshire FRS

selected FloSuite to

meet a requirement to

implement a case and

customer relationship

management solution

that would assist staff

in residential home fire

safety and commercial

fire protection teams

in continuing to deliver

and enhance the

excellent quality of

service they already

provided clients.

“We wanted to

manage tasks, key

dates and information

electronically, providing

the Service with an

audit trail.”Sean Taylor, Group Manager - Lincolnshire Fire and Rescue

FloSuite is a solution configuration framework that provides a faster and more flexible way to implement process-centric business applications.

Introducing FloSuite

How does it work?

Using graphical tools, you can configure FloSuite® solutions to manage and automate practically any work-type, allowing you to embed best practice, streamline operations, save time and money, and reduce exposure to risk.

Who uses it?

As a Microsoft Gold Partner and specialist software developer, Infographics works with government and commercial organisations, particularly within professional service or high-risk environments with a team-based or 24/7 specialist, skilled workforce. Clients include Emergency Services, Local Authorities and other commercial businesses in the UK and overseas. They have deployed a wide range of Business Process, Case and Task Management solutions using FloSuite.


FloCase case management framework

On top of this framework, we also offer FloCase®, which provides a generic Case Management framework. It includes a pre-built structure and user-friendly graphical tabbed interface to support efficient management of tasks, key dates, contacts, documents and related reports/KPIs.

Pre-configured industry solutions

In addition, we have a range of pre-configured industry-specific solutions developed in conjunction with clients in order to capture best-practice. These provide read-to-use options, whilst still enabling easy extension and adaptation using Microsoft Visio tools.

FloSuite product familyFloSuite enables Business Process, Case and Task Management solutions to be rapidly configured using Microsoft Visio tools.

Bespoke Development Off-the-shelf FloSuite

Reduced reliance on expensive IT development skillset/programmers

No Yes Yes

Get highly-tailored process solutions that can match specific requirements

Yes No Yes

Flexibility to easily change/extend solutions, even once deployed

Yes No Yes

Deliver multiple applications with one pre-built solution framework

No No Yes

End solutions are easier to maintain, and understood by non developers

No Yes Yes

Deploy sophisticated business solutions in weeks/months

No Yes Yes

FloSuite framework

The framework supports configuration of bespoke process-centric solutions targeted at automating and improving key operational and administrative functions. Workflows, business rules, document templates, data repositories, system integrations and user interface outputs are designed within FloDesigner®, our unique solution configuration environment encapsulated within Microsoft® Office Visio®. This supports configuration that takes advantage of ‘drag-and-drop’ and graphical features, reducing reliance on fully-qualified, expensive development resource to programme/deliver new business solutions.

Key advantages

Our approach combines the best elements of the two traditional routes to delivering business applications. With FloSuite, you get the tailored result and flexibility of a bespoke development project but within timelines more silimar to buying ‘off-the-shelf’.


Product and architectureFloSuite’s modular structure is separated into design/configuration, workflow engine and client tiers.

Systems

Content

Data

Organisations

People

Processes

SeamlessWorking

Enviroment

Integrate business process touch-points

Deployed applications can integrate disparate business process touch-points, across system, team, data ‘silo’ and organisational boundaries, with end-user solutions delivered via a single, seamless working environment.

Integrates multiple touch-points across a business process

FloSuite — Service Oriented Architecture utilising Web Services

FloManagement StudioManagement and admin console

MicrosoftSharePoint

FloCase

MicrosoftOutlook

MicrosoftWeb Client


Clients have deployed a range of solutions targeted at managing and improving professional service delivery. We also offer integrations for popular third party Financial, Document Management, CRM and other solutions.

Sample FloSuite solutions:

• New Business Intake/Client and Case Inception, including checks in connection with anti-money laundering, conflict of interest, compliance and risk management, and client reconciliation

• A range of Case Management applications that integrate tasks/systems and enable Web delivery of services – e.g. Investigations, Client Help Desk, Complaints and Issue Management, Employee Self-Service, etc.

• Risk Management and Compliance Systems

• Case/Client-centric Data Views, Cross System KPIs/Reporting and Key Date Management

• Financial, HR and other internal administrative applications, e.g. Cheque Request/Cash Receipt, New Joiner/Transfer/Leaver, Holiday and Expenses Approval, Room & Resource Booking, etc.

• Web ‘front-ending’/replacement and integration of legacy or in-house systems and databases with modern user interfaces and joined-up processes

• Fire and Rescue-specific solutions (often used in conjunction with our FireWatch® Enterprise Resource Management solution), including Hydrants Management, Fire Safety and Fire Protection, and Self-Service

FloSuite is often used to deliver composite business applications that take advantage of existing IT assets, and link previously-disjointed processes and data.

Sample end-user solutions

“The additional attraction

of FloSuite is that it’s a

companion product from

the same software stable

as FireWatch, giving us

additional peace of mind

that the two would integrate

smoothly.”

Stephen Rhodes - IT ManagerAvon Fire and Rescue

Employee Self-Service solution


FloSuite UI

FloSuite enables you to provide end user access to elements of solutions via a range of familiar working environments, including: Microsoft Outlook®, SharePoint®, Excel®, Word® and Web access.

FloCase UI

FloCase includes pre-built screens and forms within an applications-level and case-level console, which are organised into ‘tabs’ - a familiar environment for case-based workers. At applications level, users can view and analyse activities across multiple solution/case types, providing valuable management insight and control for senior managers.

FloSuite offers configurable end-user interface options, enabling you to match UI design to user profiles, and apply company branding.

Flexible user interface options

“FloSuite has enabled

us to bring together lots

of different information

sources and workflows

within one user interface,

helping to improve the

output of our analysts and

investment team. We have

also been able to automate

repetitive administrative

tasks, reduce data entry

effort and duplication, and

therefore better control

risk within the day-to-day

operations of the business.” IT ManagerEndeavour Capital Management

Outlook Console

FloCase Web Console

SharePoint


Management reporting and KPIsFloSuite offers flexible reporting options and outputs for key management information, helping business decision-makers drive performance improvements.

Reporting is split into logical functional areas to simplify configuration, with the run-time view accessed via the reporting icon. Key functional areas and benefits include:

• Intuitive tools – drag-and-drop field selection, flexible grouping and totals

• Flexible export options – Microsoft Word, Adobe® PDF, Microsoft Excel, HTML, text and CSV files

• Targeted reports – create strategic reports for analysis of working time, activities, cycle times etc.

• Easy access – support in-line searching of reports and save ‘favourites’ for re-use

• Produce graphical representations – illustrate data and trends using pie, bar and pivot charts

• Easy to change and customise – alter styling and layouts with useful customisation tools

• Automated/scheduled production – configure reports to run and be distributed automatically via email or by writing data to pre-specified file locations

• Version control – version reports and track changes with comments

• Strategic tools and KPIs – track KPIs at organisational level to support strategic decision-making

FloSuite supports multiple file formats and types of report


Role-related benefitsFloSuite can improve the working lives of different types of employee within an organisation:

Business manager

FloSuite can help increase competitive advantage through deployment of superior business processes and services, and support effective management of risk and compliance. In addition, you can accelerate ROI by taking advantage of FloCase, which includes a pre-built case structure organised within a tabbed user interface. FloCase helps enable faster configuration of case/matter work-types, and you can also gain a view of activities across departmental boundaries.

Business analyst

FloSuite can help you close the gap between broader business and IT strategy. By giving you an application configuration framework encapsulated within Microsoft Visio, it can enable you to prototype, develop and evolve innovative solutions that ‘the business’ can more easily contribute to. This will help you better meet your firm’s immediate and future business application requirements, and ultimately improve business performance.

Technology manager

FloSuite can provide a faster, lower-risk and more flexible alternative to traditional software development approaches. It offers a new way to deliver process and data-centric solutions that can sit ‘on top of’ and integrate legacy systems. FloDesigner’s easy-to-understand graphical toolset can help provide a streamlined development path, and allow IT staff to collaborate with key business/project sponsors using clear, easy-to-understand workflow diagrams.

End user

Whether a senior manager, departmental head or back-office employee, FloSuite can provide a targeted working environment which simplifies tasks, provides best-practice guidance, helps manage risk, and reduces duplication and data inconsistencies. You can interact with multiple data sources through one familiar interface, such as Web forms, Microsoft Outlook, Word, Excel or SharePoint. This can help simplify your working environment and reduce the skill set needed to perform key tasks.


FloSuite offers a faster, more flexible way to deliver business solutions for practically any work-type, using just one framework.

Key business advantages

Reduce operational risk and support compliance

Deploy business rules and escalation procedures, monitor outcomes against SLAs, generate audit trails, manage compliance needs and accurately report on KPIs.

Increase collaboration and efficiency

Streamline and improve core processes, imbed best-practice into workflow-driven solutions across business functions, and improve collaboration between teams and departments...case studies show efficiency gains of up to 40%.

Improve data quality and management information

Streamline data input procedures, integrate data sources and provide real-time management information at case/process, team/department and enterprise level.

Support business transformation programmes

Streamline data input procedures, integrate data sources and provide real-time management information at case/process, team/department and enterprise level.

Achieve faster and greater return on investment

Deploy tailored solutions within a far shorter timeframe than using traditional development methods for faster ROI, and achieve multipliers through implementation of multiple processes.

Gain flexible process management framework & solutions

Meet requirements for Case Management, Business Process Management (BPM), Workflow and EAI Solutions, based on almost any work-type, using one configurable framework.

Benefit from our proven track-record across multiple solution types

FloSuite, developed and marketed by Microsoft Gold Partner Infographics UK Ltd. has been deployed to manage multiple work-types, meeting a range of BPM, Case Management, Workflow and Integration needs.

Get industry-focused solutions with specialist embedded knowledge

We have specialist expertise within 24/7 high-risk/high-skill sectors, and provide industry-specific, configurable ‘packaged’ solutions for Emergency Services.


Key technology advantagesWith FloSuite you can reduce reliance on ‘traditional‘ software development skills and use one framework to deliver multiple solutions

“FloSuite places Norfolk

in a strong position to

achieve business efficiencies

through the automation of

many manual processes, and

to seamlessly pass data to

and from external systems

in near real-time”

Chris FerrisICT ManagerNorfolk Fire and Rescue

Drag and drop process design interface

Create code ‘on the fly’

When the user configures solutions within FloDesigner, FloSuite creates XML/computer programming code ‘on the fly’ as process diagrams and other solution elements are implemented, enabling solutions to be deployed faster, more easily and at lower cost than using traditional programming methods.

Superior to other graphical process design options

There are other solutions which offer a graphical process design and solution implementation environment, however, in reality, they almost always involve significant additional C# /’traditional’ software development as part of the implementation process. FloSuite’s pre-built capabilities and FloCase framework reduce this requirement even further.

Deploy multiple solutions using one framework

Most organisations have a range of solutions to meet different process-centric technology requirements – none of which typically ‘talk’ to or integrate with each other. With FloSuite, you can meet needs for different solution ‘classes’ and work-types from within one environment, using one skill-set.

Maximise investment in existing technologies

You can also leverage existing technology investment, as FloSuite solutions can encompass and provide access to their data within an overall business process layer.

Microsoft Visio-based configuration environment


Product Function Overview

Data Modelling Describe people, processes, business objects (e.g. requisitions, invoices and applications); Wizard-based data modelling and ability to ‘point to’ existing data structures

Data Repositories Use data repositories to, effectively, provide data dictionary and entity standardisation capabilities

Business Rules Management

Drive best practice and reduce manual procedures through business rules management

Composite Applications Encompass multiple application data within a seamless working environment to deliver enterprise-wide processes that can integrate your legacy systems

Process Automation Benefit from graphical business process/workflow design, plus automate data retrieval, monitor data value, manage risk assessments, decisions and task allocation, and generate reports

Data and Process Access Security

Restrict user access/abilities to view data or participate in process execution dependent upon user profile

Business Activity Monitoring (BAM) and Reporting

KPI/reporting on internal & external data; record process data and actions for report generation and audit purposes

Enterprise Application Integrations (EAI)

Use Wizards, and other methods, to create Web service, database and legacy systems integrations

Graphical User Interface (UI) Design

Design flexible UI options with graphical tools - e.g. create Web forms using our FormsDesigner tool, and customise the ‘look and feel’ of UI screens to reflect your corporate branding

Reusable Processes Ability to re-use FloSuite-developed processes in multiple places

Flexible End User Environment

Provide access to FloSuite solution elements from Microsoft Outlook, SharePoint, Word, Excel or a Web browser

Functional overview

Please contact us to arrange a web or onsite demonstration, or call to speak to our sales team. tel. +44(0)131 319 2950 email [email protected] web www.infographics.co.uk

Contact Details

© Copyright Infographics UK Ltd. All rights reserved. FloSuite® and FireWatch® are trademarks of Infographics UK Ltd.All other trademarks referenced are either trademarks or registered trademarks of their respective owners.


www.infographics.co.uk

bpm and case managementmedia.brintex.com › occurrence › 100 › brochure › 2736 ›...

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