Process Automation
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The document summarizes a CFO Summit event on process automation that took place on February 15, 2012. The event was intended to share knowledge on process automation topics through subject matter experts and provide networking opportunities for CFO community members. Presentations were given on application automation, SharePoint, and enterprise business process management. Process automation can provide organizations with increased efficiency, visibility, consistency, satisfaction, and compliance.
Process Automation
- 1. CFO SUMMIT SERIES – PROCESS AUTOMATION WEDNESDAY, FEBRUARY 15, 2012
- 2. To share knowledge and information To showcase various topics, with the help of subject matter experts Provide a forum for networking and new perspectives to the CFO community
- 3. Introductions Grantley Smith – Application Automation Neelesh Mistry - SharePoint Blair Hicken – Enterprise BPM Questions
- 4. Established in 1988 We are a business consulting company specializing in solutions for the office of the CFO Our Vision: Build long term relationships by providing value and earning trust
- 5. Why Should You Care About Process Automation?
- 7. Efficiency less time spent on mundane tasks manage by exception Visibility management can see staff’s progress, makes planning easier and ensures completion Consistency in following process, makes it easy to hire and train new staff Satisfaction retain customers and staff Compliance nothing falls through the cracks
- 9. Print from your Windows application to Spindle Professional What is Spindle Professional?
- 12. Report filled out and uploaded to server Send to manager(s) for their approval If successful, reimburse the expenses
- 14. Out-of-Box Workflows • Ready to use • Common approval scenarios Out-of-Box Customization • Association and initiation settings • Modify logic in SharePoint Designer • Design forms in InfoPath Custom Declarative • Start from scratch or from existing • New actions • Task process framework • More types of workflows Custom Activities • Encapsulate custom code in new action • Deploy in full or partial trust (as user code) Custom Non- Declarative • Import solution into Visual Studio • Advanced modeling • Hook up workflow to events
- 15. LOB Integration Industry processes Visual Studio 2010 Workflow Software Development Kit Biztalk Server complexsimple ProfessionalWorkflowPowerEnd DeveloperDesignerUserUser Forms-based Actions Email Notifications Task Assignments Document processes Reviews Weekly status reports Custom Workflows Service Requests Asset Management ISV Solutions / 3rd Party Add-Ons Embedded Workflow Designers Workflow Engines Case Management Frameworks Rounting Serial or parallel workflows Approval workflows Feedback Workflows Office Server capabilities List Management Publishing Processes Monitoring or Validation TRACKING Issue Management Status monitoring Out-Of-The-Box Workflows SEQUENCE SEQUENCE
- 16. ©2009 Microsoft Corporation. All rights reserved. Microsoft, Excel, Groove, the Microsoft logo, SharePoint, and Your potential. Our passion are trademarks of the Microsoft group of companies. The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.
- 21. With business processes automation you can enable a full process to strategize, execute, monitor, and constantly improve your business processes & performance
- 22. Human Resources •Time Card Processing •Expense Report Processing •Payroll Processing •First Day/Last Day Management •Recruitment Process •Hiring & Orientation •Succession Planning •Benefits Administration •Performance Review Finance •Requisition Management •Capital Expenditure Tracking •Employee Expense Management •Regulatory Document Management •Property Tracking/Accounting •Internal Audit Process •Claims Liquidation Processing •Check Request Processing •Real Estate Management •Asset & Knowledge Management Sales & Marketing •Account Management •Claims Processing •Product Launch Management •Product Lifecycle Management •Installation Management •System Enhancement Management •Customer Acquisition •Sales Planning •Distribution/VAR Management •Global Product Development Management •Publicity Management Customer Management •Service Agreement Management •Professional Service Management •Warranty Management •Call Center Service •Repair Planning Management •Customer Lifecycle Management •Sales Channel Management •Inventory Management •Service Fulfillment