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TRANSCRIPT
With Nintex Workflows
Enhance and automate yourBusiness Processes
About Me
Wim Vandervellen
• Senior SharePoint Consultant
• SharePoint Architect
• Functional ECM/Portal and Collaboration
Contact
@WimVandervellen
WimVandervellen
Questions
Wifi: XWGUEST
URL: sharepoint.presenterswall.com
• Introduction
• Business process automation at Waterleau
• Our solution: Nintex for O365 and DocuSign
• Demo
Agenda
Introduction
• What is a business process?
• What are the benefits of Business Process Automation?
• Which tools are available on the market?
Introduction
• What is a business process?
• What are the benefits of Business Process Automation?
• Which tools are available on the market?
Sickness Insurance Forms
Activity
Business Process Definition
Employee - Requestor
Sickness InsuranceMailbox
Administration
Activity ? Activity
Supervisor
A series of value-added activities,performed by their relevant (multiple) actors/roles/collaborators,
to purposefully achieve a common business goal
Benefits of Business Process Automation
• Cost Savings
1 Material – Less Paper
2 Time€
Time
Cos
ts
€
Time
Cos
ts
€ -x
1
-t
€ -x2
• Higher Quality of work• Improved Governance
and compliance• Quickly adapt to changing
market conditions• Higher end user satisfaction
3000 Employees x 10 Forms a year = 30.000
3000 Employees x 10 Forms a year x 1 hour = 30.000 hours
€
Time
Cos
ts
€ -x
1
Tools & Positioning
Microsoft Product Catalogue
SharePoint Designer 2013
Out-of-the-Box Solutions Workflows with Workflow SDK
Routing and ApprovalApprovalCollect FeedbackCollect SignaturesThree-StatePublishing Approval
LOBAccountingSupply chain managementResource planning applications
Industry Specific ProcessesPurchase ordersProduct lifecycle management
Custom Form ActionsEmail NotificationException Handling
Document ProcessesSpecification ReviewWeekly Status Report
Tracking ApplicationsIssue tracking
Costs
Functional Complexity
Geert Menu
Vice President Projects
Business Process Automation at
“Project Management = Specific tools and resources you put in place to
support the development of a project with the aim to maximise the
chance to achieve the project targets.”
WHAT IS PROJECT MANAGEMENT?
THE FOUR CORNER STONES OF PROJECT MANAGEMENT
THE WATERLEAU APPROACH – PROJECT MANAGEMENT PLAN
WITH 15 HEADINGS
1. General
2. Engineering
3. Procurement
4. Construction
5. Commissioning
6. Quality
7. HSE
8. Project Change
9. Schedule
10.Communication
11.Document controle
12.Contract
13.Financial
14.Resources
15.Risk
“Pragmatic approach with tools
and procedures to help Project
Directors and Project Managers
make their project(-s) a succes”
Business Processes in the past
Purchase Order ApprovalInvoice Approval
Business Processes today
Purchase Order ApprovalInvoice Approval
Geert Menu,Wim Vandervellen
has requested your signature.
• Automization of the Purchase Order and Invoice approval processes
• Trial period for all the projects
in Morroco
• Impact and feedback
Business Processes in the future
Purchase Order ApprovalInvoice Approval
• Rollout for all projects at Waterleau
• Looking into automating other business processes?
Our Implementation
• Our approach• Used tools and
technologies• How did we implement
them• Demo: the solutions in
action
GOVERNANCE
Our Approach
• Alignment
• Shared vision
• Visibility
• Ownership
• Growth
People centric by design
Our Implementation
Chosen tools and technologies
Nintex for Office 365 and DocuSign
Give people the ability to work anywhere,
anytime, on any device
Connect to the cloud for content collaboration
Create, publish, and deploy forms anywhere
Automate business processes quickly
and easily
Nintex Workflow Platform
DocuSign
• Digital Transaction Management as a cloud service• Actions available through Nintex for O365
Our Implementation
The business case at
Business Case Waterleau
• Automate the Purchase Order and Invoice approval processes
• Purchase Order Approval workflow
by means of Digital signatures
• Invoice Approval workflow
by means of tasks
Workflow 1: Purchase Order Approval
1
Approver 1
6
Approver 6...
7
2
3
5
4
Workflow 2: Invoice Approval
A 12
Accounting Department
3
Project Manager
Approver 1
Project Director
Approver 2
4
5
6
7
CEO
Approver 3
8
9
Our Implementation
• DemoThe solutions in action
Questions?
Thank you!