Terry Schurter Mikhail Dikov

Director Product Strategy Microsoft SharePoint MVP

Global 360 Global 360

1 Copyright 2009 © All rights reserved. Global 360 Inc.

 Today‟s Speakers

Terry Schurter – [email protected]

Director of Product Strategy, Global 360, Inc.
Author: The Insiders Guide to BPM: 7 Steps to Process
Mastery

Mikhail Dikov – [email protected]

Microsoft SharePoint MVP and
Principal Software Engineer, Global 360, Inc

2 Copyright 2009 © All rights reserved. Global 360 Inc.

 How to leverage SharePoint as a Process
Platform - Agenda

#1 #2 #3

Love your Pick the right tool Leverage

SharePoint – think for the job -- one SharePoint to
process with solution doesn‟t simplify how work
SharePoint‟s fit all gets done for
maturing all participants in
capabilities your process

3 Copyright 2009 © All rights reserved. Global 360 Inc.

 Love your SharePoint –
A growing user community

 100,000,000+ licenses
 17,000+ companies
 52% Market share (Forrester)
 Fastest to Leader ‟s Quadrant (Gartner)
 60+% of CIOs see as CORE
TECHNOLOGY (IDG)

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 Love your SharePoint –
And leverage its true potential

Enterprise Content Management

Business Process Management
Collaboration
Content Sharing
Portals

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 • The content is in it

• The features are there

• Familiar user environment

• Familiar development environment

• Seamless integration with Microsoft

components

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Size to Fit your Purpose –
by understanding your process needs

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 Love your SharePoint –
The SharePoint process “sweet spot”

CROSS-ORGANIZATION

• Order-to-cash

• New account opening • Claims/Loan processing

• Merchant services
• Customer on-boarding

• New Product Introduction

SIMPLE COMPLEX
• Employee on-boarding
Good fit for
SharePoint • Collaboration
• Trade promotions
workflow
• Expense reports
(WF) • Accounts payable

• Leave requests

DEPARTMENTAL

8 Copyright 2009 © All rights reserved. Global 360 Inc.

 Love your SharePoint – But know its strengths

SharePoint Workflow

Quickly “workflow enable” content

Improve collaboration with routing and simple rules

Employ workflow across an entire site collection

Easily implement simple workflow paths

Ideal for static and straight-through processes

9 Copyright 2009 © All rights reserved. Global 360 Inc.

 Love your SharePoint –
And expand its “sweet spot”

SharePoint OOTB Limitations Process Platform Capabilities

Work moves across processes

Static interfaces
with no loss of context

Workflow within single site Cross-organization

collection workflows and processes

Limited workflow variability Parallel processing

Simple, single workflow paths

Roll-back, routing back to previous
workflow steps or „approvers‟

Ability to scale platform for

Scalability limitations
highest transaction volumes

10 Copyright 2009 © All rights reserved. Global 360 Inc.

 Love your SharePoint –
Enhanced process platform “sweet spot”

CROSS-ORGANIZATION

Enhanced
• Order-to-cash process
platform with
SharePoint
• New account opening • Claims/Loan processing
• Merchant services
• Customer on-boarding

• New Product Introduction

SIMPLE COMPLEX
• Employee on-boarding

• Expense reports
• Trade promotions
• Accounts payable
• Leave requests

DEPARTMENTAL

11 Copyright 2009 © All rights reserved. Global 360 Inc.

Simplify the way you work –
By understanding who does work in process

12 Copyright 2009 © All rights reserved. Global 360 Inc.

 Simplify the way you work –
With a platform built for productivity

Builder Participant Manager

Tools to easily collaborate Easy way to get, see Access to business data
with business and do work to monitor teams, SLA‟s,
& productivity
Drag and drop visual View of documents in
modeling process “context” Process automation that
spans departments
Simulation, data capture Single interface to all (internally and externally)
& manipulation systems
Scalability Collaboration to get
their job done
Re-use

13 Copyright 2009 © All rights reserved. Global 360 Inc.

 SharePoint- based process platforms –
7 Key Business Requirements

How you can simplify the way you work:

#1
Capture and manage process content in SharePoint

#2
Fast deployment of end-to-end processes

#3
Rich, Persona-based user experience

#4 Single user interface, including legacy data

#5 Intuitive, process-aware rich user environment

#6 Real-time process visibility

#7
Collaborative process improvement

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#1
Capture and manage process content
in SharePoint

» Paper and electronic documents

» Consistently categorize

» Pre-packaged Search Web

parts

» View and mark-up documents

» Use SharePoint native admin

tools
15 Copyright 2009 © All rights reserved. Global 360 Inc.
#2
Fast deployment of end-to-end processes

» Visual drag-and-drop modeling

environment

» Pre-built tasks for faster

development

» Data modeling integrated within

process design environment

» No code deployment

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#3
Rich, Persona-based user experience

» The right information and tools

each user needs

» Leverage and extend

SharePoint's portal and web
part platform

» Enable persona-based user

experience out-of-the-box

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#4
Single user interface, including legacy data

» Abstract users from the

back-end complexity
» Access and update data via:
‣ SharePoint web parts
‣ Business data catalog
‣ InfoPath Forms Services
» Boost productivity, reduce
training costs and accelerate
time to competency

18 Copyright 2009 © All rights reserved. Global 360 Inc.

#5
Intuitive, process-aware rich user environment

» Integrate all information

sources within the context of
the user task, including:
‣ Structured information in the
form of data fields
‣ Unstructured information such
as emails, faxes or electronic
documents

» Right documents are

presented to users at the
right time

19 Copyright 2009 © All rights reserved. Global 360 Inc.

#6
Real-time process visibility

» Managers and analysts are provided

the tools to:
‣ Monitor process status
‣ Monitor team performance
‣ Understand and control work priorities

» Use real data to simulate the impact of

changing work conditions

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#7
Collaborative process improvement

» Leverage Microsoft Visio for

business analysis and
simulation

» Compare simulated and

production data

» SharePoint-based
collaboration

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 How does Global 360 leverage SharePoint?

•Visual Modeler •Process Intelligence

•Application Manager •Business Analytics
•Web Parts with auto-wiring •Team Management
•InfoPath forms

•Persona user application •Workforce Management

•Process collaboration •Simulation / Collaboration
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 Leveraging the best of SharePoint to
deliver process management

Repository

Global 360 SharePoint Legacy Systems

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 Recommendations –
Look across your processes (big or small)

FS/Banking
Account Opening & Merchant Services, Loan Processing, Workforce Compliance,
Servicing (IRA, ISA, Mutual Fund mortgage Management Exception Handling
etc), Account Record Keeping processing,
disputes,

Insurance
New Business, Claims Processing, Customer Correspondence Compliance,
Underwriting & Appeals and Service/Exception Management, Exception Handling
Enrollment Grievances Handling Policy Change
Management

Government
Finance and Admin eGovernment eJustice for Courts Law Enforcement, Compliance,
(Permits, Taxes, eFiling and Casefile DNA Offender Exception Handling,
Child Support,etc) Inquiries, Citizens Management, Tracking, Automatic Air Quazzlity Control,
Services Redaction Weapon Lifecycle Endangered Species
Tracking Tracking

Retail/Manufacturing
Order-to-Cash Procure-to-Pay Product line Workforce Compliance,
(Dispute Resolution, (Trade Spend management and Management Exception Handling,
etc), Product line capture & Supply approval Air Traffic Control
management and Management) Beacon Maintenance
approval

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Recommendations ---
Look for areas of savings within your key processes

Proven process management ROI:

Reduction of Improved Increased

Paper Productivity Revenue
» $20 / document to file » Shared document » Monitor and maintain
» $120 / misfiled access SLA‟s
document » Single interface to » Provide new services
» $220 / lost document to multiple systems » Improved customer
reproduce » Reduced service and
» Copy, filing, storage processing errors organizational capacity
costs

25 Copyright 2009 © All rights reserved. Global 360 Inc.

 How to leverage SharePoint as a Process
Platform - Agenda

#1 #2 #3

Love your Pick the right tool Leverage

SharePoint – think for the job -- one SharePoint to
process with solution doesn‟t simplify how work
SharePoint‟s fit all gets done for
maturing all participants in
capabilities your process

26 Copyright 2009 © All rights reserved. Global 360 Inc.

 Global 360
Leader in process and document
management

&

27 Copyright 2009 © All rights reserved. Global 360 Inc.

Thank you for your time today

Download the „SharePoint as a Strategic Weapon

Whitepaper
www.Global360.com/SharePointStrategicWeapon

Read: Insider‟s Guide to BPM: 7 Steps to Process Mastery

Listen: „7 Steps to Process Mastery‟ Video
www.GuidetoBPM.com

Get More Information: www.global360.com

Request a demonstration: [email protected]