FlowForma
Powerful Simplicity
Convention Centre Dublin
Wednesday 27th May 2015
▸Introduction and Welcome
John Purdy, CEO, Ergo
▸The FlowForma Approach to BPM
Neil Young, Head of Product, FlowForma
▸Live Demonstration of FlowForma 4.0 for Office365
Neil Young, Head of Product, FlowForma
▸Business Insights from FlowForma Office365 through PowerBI
Eamonn Breen, Technology Strategist, Microsoft
▸Customer Perspective
Shay O’Connor, Head of Solutions, FlowForma
Shane Meehan, Aspen Pharma
Scott McKensie, eRisk Assessment
▸FlowForma Vision, Roadmap & Close-Out
Neil 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 Breen
Technology
Strategist,
Microsoft
Shay O’Connor
Head 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
FlowForma slides ccd may 2015
FlowForma slides ccd may 2015
• 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 McKensie
Director,
eRisk Assessment
FlowForma BPM I Showcase Event
Shane Meehan
Group Artworks
Manager,
Aspen Pharma
Shay O’Connor
Head 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
FlowFormaBPM
Mobile
Cross-Platform
Offline Sync
Citizen Developer
Process Step Mapper
Process Spec Output
Ad-hoc Processes
Touch Points
Inbound Email
Scan & Index
DocGen - Excel
Multi-Lingual
Including In-Form
Translations
FlowForma slides ccd may 2015
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 / BPEBuilt –In Features
• Full MFP Workflow Integration
• Intuitive User Friendly Interface
• Secure End to End Audit Trail
• Digitise Hard Copy Documents
Destination
FlowForma slides ccd may 2015
One More thing…
FlowForma slides ccd may 2015

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FlowForma slides ccd may 2015

  • 1. FlowForma Powerful Simplicity Convention Centre Dublin Wednesday 27th May 2015
  • 2. ▸Introduction and Welcome John Purdy, CEO, Ergo ▸The FlowForma Approach to BPM Neil Young, Head of Product, FlowForma ▸Live Demonstration of FlowForma 4.0 for Office365 Neil Young, Head of Product, FlowForma ▸Business Insights from FlowForma Office365 through PowerBI Eamonn Breen, Technology Strategist, Microsoft ▸Customer Perspective Shay O’Connor, Head of Solutions, FlowForma Shane Meehan, Aspen Pharma Scott McKensie, eRisk Assessment ▸FlowForma Vision, Roadmap & Close-Out Neil Young, Head of Product, FlowForma FlowForma BPM I Showcase Event
  • 3. FlowForma Introduction and Welcome FlowForma BPM I Showcase Event John Purdy CEO, Ergo
  • 4. John Purdy CEO, Ergo Neil Young Head of Product, FlowForma FlowForma BPM I Showcase Event Eamonn Breen Technology Strategist, Microsoft Shay O’Connor Head of Solutions, FlowForma
  • 5. FlowForma The FlowForma Approach to BPM FlowForma BPM I Showcase Event Neil Young Head of Product, FlowForma
  • 6. - 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
  • 7. - 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
  • 8. - 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’
  • 9. 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]
  • 10. FlowForma BPM – ‘Powerful Simplicity’ Traditional BPM Speed To Deliver Simplicity
  • 11. FlowForma BPM – ‘Powerful Simplicity’ Traditional BPM Widespread Adoption Simplicity
  • 12. 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
  • 13. 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)
  • 16. 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
  • 20. FlowForma BPM I Showcase Event
  • 21. FlowForma BPM Office365 Live Demonstration FlowForma BPM I Showcase Event Neil Young Head of Product, FlowForma
  • 24. • External Data Lookup • Document Generation • Repeating Tables • Custom Layouts
  • 25. FlowForma BPM Office365 PowerBI Demonstration FlowForma BPM I Showcase Event Eamonn Breen Technology Strategist, Microsoft
  • 26. FlowForma BPM Customer Perspective FlowForma BPM I Showcase Event Shay O’Connor Head of Solutions, FlowForma
  • 27. Introductions Scott McKensie Director, eRisk Assessment FlowForma BPM I Showcase Event Shane Meehan Group Artworks Manager, Aspen Pharma Shay O’Connor Head of Solutions, FlowForma
  • 28. FlowForma BPM Vision & Roadmap FlowForma BPM I Showcase Event Neil Young Head of Product, FlowForma
  • 29. 2015 2015 2016 2016 Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4 FlowFormaBPM Mobile Cross-Platform Offline Sync Citizen Developer Process Step Mapper Process Spec Output Ad-hoc Processes Touch Points Inbound Email Scan & Index DocGen - Excel Multi-Lingual Including In-Form Translations
  • 31. 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
  • 32. FlowForma BPM I Showcase Event
  • 33. FlowForma BPM I Showcase Event
  • 35. FlowForma BPM I Showcase Event 6. Self sufficient 1. Identify pilot process 2. Build POC 3. Validate & Scope 4. Build 5. Train Delivery Model
  • 37. Scan to E-mail Scan to Network Folder Authentication Middleware / BPEBuilt –In Features • Full MFP Workflow Integration • Intuitive User Friendly Interface • Secure End to End Audit Trail • Digitise Hard Copy Documents Destination