flowforma slides ccd may 2015
TRANSCRIPT
FlowForma
Powerful Simplicity
Convention Centre Dublin
Wednesday 27th May 2015
▸Introduction and WelcomeJohn Purdy, CEO, Ergo
▸The FlowForma Approach to BPMNeil Young, Head of Product, FlowForma
▸Live Demonstration of FlowForma 4.0 for Office365Neil Young, Head of Product, FlowForma
▸Business Insights from FlowForma Office365 through PowerBIEamonn Breen, Technology Strategist, Microsoft
▸Customer PerspectiveShay O’Connor, Head of Solutions, FlowFormaShane Meehan, Aspen PharmaScott McKensie, eRisk Assessment
▸FlowForma Vision, Roadmap & Close-OutNeil Young, Head of Product, FlowForma
FlowForma BPM I Showcase Event
FlowForma
Introduction and Welcome
FlowForma BPM I Showcase Event
John Purdy
CEO, Ergo
John Purdy CEO, Ergo
Neil Young Head of Product,
FlowForma
FlowForma BPM I Showcase Event
Eamonn BreenTechnology
Strategist,
Microsoft
Shay O’ConnorHead of Solutions,
FlowForma
FlowForma
The FlowForma Approach to
BPM
FlowForma BPM I Showcase Event
Neil Young
Head of Product, FlowForma
- Dark Processes – Major LOB and Common applications don’t
address all the processes in the organisation.
- Incomplete Process Map – Organisations don’t have a full
understanding of key processes that exist
- Manual and Inefficient Processes – these exist in emails, file
shares, local stores – uncontrolled
- IT Solutions ‘Cost Too Much & Take Too Long’ perception =
poor workarounds
- IT Resources Stretched
- More People to perform the process than needed
- The Processes and related services they deliver are slower
in response and cost more
- ‘Ivory Towers’ emerge and defend positions limiting
management ability to change
- Understand and Manage the processes you are operating
- Be seen to help the business address the issue in a flexible,
dynamic way
- Improve service levels / speed of execution
- Improve efficiency / release resources for higher value activities
- Improve staff environment / increase morale = ‘remove the drudge’
BPM => Next Generation?
“Innovation in business process methods and
technologies used in most firms today has not kept
pace with the velocity of business change…”
Forrester [Market Overview – BPM Service Providers]
FlowForma BPM – ‘Powerful Simplicity’
Traditional BPM
Speed To Deliver
Simplicity
FlowForma BPM – ‘Powerful Simplicity’
Traditional BPM
Widespread Adoption
Simplicity
FlowForma BPM I An Introduction 12
Department Example Solutions
HR Performance Appraisals
Recruitment Approval
Leave Requests
New Joiner
Employee Contract Process….
IT Change Request Management
IT Helpdesk Management…
Finance CAPEX/OPEX Approval
Accounts Payable Approval
Expense Processing…
Operations Customer Data Mgmt Process
Product Data Mgmt Process
Timesheet Management
NPD New Product Innovation Process
C Sole Bay Consulting 2010
£ +
Fixing
Admin
Talking
Focus – Neglected business processes that leak time and money
Hygiene processes
(Forms)
Collaborative tasks
(SharePoint Sites)
Dark / glue processes – core
processes not supported by core
applications
(Forms + BPM + Transactional intergration)
Traditional BPM
Speed To Deliver
Simplicity Hygiene
Core
Me too
Collaborative
Dark
https://www.youtube.com/watch?v=_2K-txcDteU
FlowForma BPM I Showcase Event
FlowForma BPM I Showcase Event
Doctors Checklist – Central Line Injections
Manually observed – 1st month – 1/3 mistakes
2Yrs – Prevented 43 infections / 8 Deaths
Saved 2 million dollars in costs
John Hopkins Hospital, USA
Steps…
Questions…
Business Rules…
and Document Generation…
FlowForma BPM I Showcase Event
FlowForma BPM
Office365 Live Demonstration
FlowForma BPM I Showcase Event
Neil Young
Head of Product, FlowForma
• External Data Lookup
• Document Generation
• Repeating Tables
• Custom Layouts
FlowForma BPM
Office365 PowerBI
Demonstration
FlowForma BPM I Showcase Event
Eamonn Breen
Technology Strategist, Microsoft
FlowForma BPM
Customer Perspective
FlowForma BPM I Showcase Event
Shay O’Connor
Head of Solutions, FlowForma
Introductions
Scott McKensieDirector,
eRisk Assessment
FlowForma BPM I Showcase Event
Shane MeehanGroup Artworks
Manager,
Aspen Pharma
Shay O’ConnorHead of Solutions,
FlowForma
FlowForma BPM
Vision & Roadmap
FlowForma BPM I Showcase Event
Neil Young
Head of Product, FlowForma
2015 2015 2016 2016
Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4
Flo
wF
orm
a B
PM
Mobile Cross-Platform
Offline Sync
Citizen DeveloperProcess Step MapperProcess Spec Output
Ad-hoc Processes
Touch PointsInbound EmailScan & Index
DocGen - Excel
Multi-LingualIncluding In-Form
Translations
FlowForma BPM I Showcase Event
Step 1
New Joiner
Details
Step 2
CFO
Sign-Off
Step 3
HR
Activation
Step 6
Business
Unit
Manager
Step 7
HR Induction
Step 5
Facilities
Activation
Step 4
IT Activation
Process SLA
2d 5hrs
Flow Admin
James Adler
Assigned To: James Adler
Step SLA: 5hrs
View Permissions: N
Step Details
FlowForma BPM I Showcase Event
FlowForma BPM I Showcase Event
FlowForma BPM
Close-Out
FlowForma BPM I Showcase Event
FlowForma BPM I Showcase Event
6. Self sufficient
1. Identify pilot
process
2. Build POC
3. Validate & Scope
4. Build
5. Train
Delivery Model
FlowForma BPM Summary…
36
Scan to E-mail
Scan to Network
Folder
Authentication
Middleware / BPE Built –In Features
• Full MFP Workflow Integration
• Intuitive User Friendly Interface
• Secure End to End Audit Trail
• Digitise Hard Copy Documents
Destination
One More thing…