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Experts in Business and
Financial Systems
June 19, 2013
 A group of TGO clients from various industries
 The purpose is to provide an environment for
our clients to ask questions and share their
experiences and knowledge with others
 Meetings are scheduled quarterly with
different topics and open discussions.
 Meetings are hosted at different members'
offices, selected sites or TGO’s office.
 Today’s Challenges
 Limitations of ERP Solutions
 How to improve ERP with BPM
 Workflow Solution Spectrum
 How to pick your first BPM process
 Business Processes we have deployed
 Other Workflow opportunities
 Training
 Discussion
“…"best practices" embedded in an ERP primarily
automate routine, highly repeatable task
sequences to record the business transactions.
However, these structured portions of core
operational processes represent perhaps only 20%
of the actual effort required to create and deliver
value to customers and constituents.”
From Gartner’s Liberate Your Business Processes From
Your ERP With BPM for Agility
Published: 1 May 2013
BPM suites liberate processes from the ERP and
enable process agility at the pace of your business.
ERP
DB
CRM
HR
Disconnected systems
means alienated,
disconnected users,
multiplication of efforts,
process gaps and errors.
In 1 Word:
INNEFFICIENCY
How BPM strengthens ERP
With business processes
automation you can
enable a full process to
strategize, execute,
monitor, and constantly
improve your business
processes & performance
LOB
Integration
Industry
processes
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
Routing
Serial or parallel workflows
Simple Approval workflows
Feedback Workflows
Office Server capabilities
List Management
Publishing Processes
Monitoring or Validation
TRACKING
Issue Management
Status monitoring
Out-Of-The-Box
Workflows
 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
How BPM strengthens ERP
 Simple process with minimal conditional
routing
 Impact a large number of users
 Minimize the number of departments involved
 Process that addresses major cost / risk
reduction
 Involved / Interested process owner
 Focus on internal users
 Minimize the integration touch points
How BPM strengthens ERP
How BPM strengthens ERP
=
Imagine changing this…
…into this.
How BPM strengthens ERP
How BPM strengthens ERP
ProcessTO GO, Sequence Kinetics’s Mobile BPM Portal includes:
 Support for all Tablets and Smartphones
 Process and Task Management
 Mobile Forms in one click
 Geolocation Features
 Uploading Photos
 Social Collaboration
 Dashboards and Reports
 One Click Task Approval
 Purchasing
 Capital Expenditure
 Procurement
 New Vendors
 Receiving
 Invoice Approval
 Returns Management
 Contract Management
 Payment Cycle Mgmt.
 Signing Authority Matrix
 HR
 Vacation Request
 Time Entry
 Expense Reports
 On boarding
 Marketing
 Promotion Approvals &
Timelines
 New Company
 New Project
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
Week of July 15 or 22
How BPM strengthens ERP

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How BPM strengthens ERP

  • 1. Experts in Business and Financial Systems June 19, 2013
  • 2.  A group of TGO clients from various industries  The purpose is to provide an environment for our clients to ask questions and share their experiences and knowledge with others  Meetings are scheduled quarterly with different topics and open discussions.  Meetings are hosted at different members' offices, selected sites or TGO’s office.
  • 3.  Today’s Challenges  Limitations of ERP Solutions  How to improve ERP with BPM  Workflow Solution Spectrum  How to pick your first BPM process  Business Processes we have deployed  Other Workflow opportunities  Training  Discussion
  • 4. “…"best practices" embedded in an ERP primarily automate routine, highly repeatable task sequences to record the business transactions. However, these structured portions of core operational processes represent perhaps only 20% of the actual effort required to create and deliver value to customers and constituents.” From Gartner’s Liberate Your Business Processes From Your ERP With BPM for Agility Published: 1 May 2013 BPM suites liberate processes from the ERP and enable process agility at the pace of your business.
  • 5. ERP DB CRM HR Disconnected systems means alienated, disconnected users, multiplication of efforts, process gaps and errors. In 1 Word: INNEFFICIENCY
  • 7. With business processes automation you can enable a full process to strategize, execute, monitor, and constantly improve your business processes & performance
  • 8. LOB Integration Industry processes 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 Routing Serial or parallel workflows Simple Approval workflows Feedback Workflows Office Server capabilities List Management Publishing Processes Monitoring or Validation TRACKING Issue Management Status monitoring Out-Of-The-Box Workflows
  • 9.  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
  • 11.  Simple process with minimal conditional routing  Impact a large number of users  Minimize the number of departments involved  Process that addresses major cost / risk reduction  Involved / Interested process owner  Focus on internal users  Minimize the integration touch points
  • 17. ProcessTO GO, Sequence Kinetics’s Mobile BPM Portal includes:  Support for all Tablets and Smartphones  Process and Task Management  Mobile Forms in one click  Geolocation Features  Uploading Photos  Social Collaboration  Dashboards and Reports  One Click Task Approval
  • 18.  Purchasing  Capital Expenditure  Procurement  New Vendors  Receiving  Invoice Approval  Returns Management  Contract Management  Payment Cycle Mgmt.  Signing Authority Matrix  HR  Vacation Request  Time Entry  Expense Reports  On boarding  Marketing  Promotion Approvals & Timelines  New Company  New Project
  • 19. 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
  • 20. Week of July 15 or 22

Editor's Notes

  • #10: Embed video here and play it before the benefits are explained.