Add to the power of Salesforce.com the flexibility of Bonita. You have processes requiring input from your ERP, Salesforce and other systems…. But you fought hard to get your people standardize on Salesforce. You want actionable processes taking advantage of all your IT while being visible on Salesforce. Discover the BonitaSoft capabilities to solve your Salesforce dilemma.

1. UNLOCK
WITH BONITA OPEN SOLUTION
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2. AGENDA
• About BonitaSoft
• About Bonita Open Solution
• Why adding flexibility to Salesforce.com
• Use cases
• Demo
• How can BonitaSoft help you
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3. ABOUT BONITASOFT
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4. #1 IN OPEN SOURCE BPM
AWARDS
• 1,500,000 DOWNLOADS
• 40,000 COMMUNITY MEMBERS
• 450 CUSTOMERS
• 100 EMPLOYEES
• 60 TECH & SI PARTNERS
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5. “Bonita Open Solution is the only
open-source product that meets
Gartner's definition of a BPMS.”
Open Source BPM report, June 2011
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6. KEY MILESTONES
Democratizing BPM for more than 10 years
2001 2003
Bonita project Bonita project is
is founded supported by Bull S.A.
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7. FUNDING
€12.5 Millions to to fuel continued worldwide growth
• 2009 | €2.5 Millions
1st round: Ventech and Auriga Partners
• 2010 | €2 Millions
Additional 1st round: Ventech and Auriga Partners
• 2011 | €8 Millions
2nd round: Ventech, Auriga Partners and Serena Capital
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8. EXAMPLE USAGE SCENARIOS
HELP DESK SALES ORDER E-GOVERNMENT
MANAGEMENT
Canary Islands
Internal ticketing Automated E-Government
/ support request sales order apps (centralized
applications management & clustered)
Key benefits: Key benefits: Key benefits:
response times increased dramatically
significantly processing reduced admin.
reduced capacity by 30% costs
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9. 450 CUSTOMERS IN 50 COUNTRIES

10. WHAT WE DO.
Delivering Business Efficiency by turning
Processes into Applications
HOW WE DO IT. THE BENEFITS.
• Graphical Studio • Improved collaboration
• Business & Tech collaboration • Fast IT alignment to business
• Processes + Apps + Analytics • Easy to update & maintain
• Process templates • Immediate ROI

11. ABOUT BONITA OPEN SOLUTION
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12. DESIGN.
Bonita Studio
• Notation
BPMN 2.0
• Customized
per user
profile
• Drag-n-drop
application
development
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13. CONNECT.
… to almost any Information System
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14. RUN.
In Bonita UserXP Inbox or as a standalone application
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15. ARCHITECTURE
Bonita User Experience Bonita Apps Your Apps
IS
• Manage tasks
• Monitor processes E-Mail
DB
API (Java,EJB, Web Service)
LDAP
BAM User Task Process
BI/KPIs Mgmnt. Mgmnt. Mgmnt. Connectors
CRM
Bonita Execution Engine
ERP
Bonita Studio (clients) …
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16. SOLUTION BENEFITS
Business Users (process owners)
• Build the most productive process for your
department
• Quickly discover bottlenecks in your process
• Process more items with the same headcount
• React more quickly with real-time monitoring
• Get IT deliver the system you expected
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17. SOLUTION BENEFITS
Technical Users
• Easily capture business requirements
• Quickly deploy web based applications for the
End Users
• Fast connect End Users to other systems
• Monitor the performance of the application to
ensure no loss of productivity
• Prove technical value through increased
department productivity
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18. SOLUTION BENEFITS
End-Users
• Better prioritize which task(s) need to be
completed first
• More quickly complete the tasks assigned to them
• Gain a better understanding of what has been
completed during the process
• Collaborate with other users to more quickly
complete the process
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19. WHY ADDING FLEXIBILITY
TO SALESFORCE.COM
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20. LOCKS IMPOSED BY SALESFORCE
Some examples ...
• User licenses • Limited workflow
• Detect duplicates • API calls
• Interface customization • File Storage
• Mass emailing • Third party applications
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21. USE CASES
Salesforce + Bonita Open Solution: a perfect match
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22. LEAD CREATION VALIDATION
Insurance
Automotive Import in
website
Salesforce
Banking
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23. OTHER CASES
• PROPOSAL VALIDATION
> Allow non-Salesforce users to intervene in the
process
• DATA GOVERNANCE (MDM)
> Account validation process
• CONTRACT VALIDATION
> Each validated contract is logged in an Enterprise
Content Management tool (ECM)
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24. DEMO
PLEASE CLICK HERE TO WATCH THE VIDEO
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25. MARKETING AUTOMATION
• Automatic deduplication: clean database
• Nurturing before assignment: only mature leads are
inserted into Salesforce
• Avoid expensive marketing automation tool (Marketo,
Eloqua…)
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26. FROM WEBSITE FORM
TO INSERTED LEAD
• Filling of the download form on BonitaSoft’s website
• Deduplication by Bonita
> For new leads:
- Email nurturing then lead creation into Salesforce
> For existing leads and contacts:
- “Welcome back” email
- Adding a notification on lead and contact page
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27. MARKETING AUTOMATION
Duplicate ?
1 2 3
No
Website Update into
Yes Salesforce
Welcome
back
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28. HOW CAN BONITASOFT HELP YOU
Commercial offerings
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29. COMMERCIAL OFFERINGS
We support your projects and accelerate their success
• Professional Services
- Training
- Certification in development and administration
- Consulting: On-Site or Remote
• Annual Subscription Pack (SP)
- Gold or Platinum Technical Support
- Features to facilitate collaboration, speed development, aid
testing and deployment
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30. CONSULTING SERVICES
• Process Design
Definition and agreement among stakeholders
• Evaluation of Impact
On hardware, existing software, external data, etc.
• Process Optimization
Feedback to business to adjust the process to ensure
it is optimized from a technical and business prospective
• Testing
Ensure business requirements match implementation
• Production
Performance and growth are ensured
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31. BONITASOFT SUBSCRIPTIONS
Bonita Open Solution
• Open source license
• Free of charge
• Community support
Subscription Packs
• Commercial license Team collaboration
• Professional Support • Shared repository
• Software Upgrades • Productivity features
Mission-critical Business driven
• Monitoring • Process templates
• Error management • Custom profiles

32. SUBSCRIPTION PACK ADDED-VALUE
Accelerate your project with productivity features:
• Increase collaboration and communicate with your
stakeholders and colleagues
• Advanced productivity
• Business process templates ensure fast progress
Secure your project from the beginning:
• Incident management
• Bug fixing
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33. BONITA OPEN SOLUTION EDITIONS
Subscription Packs
Open Source Teamwork Efficiency Performance
For first projects Collaborative environments Advanced environments Mission-critical
• Graphical modeling • Shared repository
• User preferences • Development productivity Teamwork
• Connectors, e.g.: • Documentation generation
Email, Secure Web
Services, Drools
•
•
Search
Custom reports & + Efficiency
• Form designer
• BPMN 2.0 •
dashboards
LDAP synchronization • Custom profiles +
• Versioning • Secure graphical • Process templates:
• Simulation Web Services discovery HR, Finance, Quality
• Multi-tenancy • Salesforce Connector & IT management
• Widget hints, tooltips • Built-in document mgmnt. • Enterprise document • Resource monitoring
• Online documentation • Generate PDF from data management (CMIS) • Process monitoring
• User guidance • Custom look-n-feel • SAP Connector • Error management
• Gold professional support • Gold or platinum • Gold or platinum
professional support professional support
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34. CUSTOMER SUPPORT LEVELS
Support levels Gold Platinum
Support Hours 9am to 5pm on business days 24/7
Number of Contacts 2 5
Support Portal Yes Yes
Phone Support No Yes
Number of Cases Unlimited Unlimited
Initial Response Time (S1) 3 business hours 2 hours
Patches Yes Yes
Online Resources Getting started guides Full access to Knowledge Base
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35. TIME ZONES OF REFERENCE
From GMT+1
(CET)
Paris
Berlin
Madrid
To GMT-8
(PT)
San Francisco
Los Angeles
Vancouver
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36. ACCELERATE YOUR BUSINESS SOLUTIONS
Corporate Function Process Templates
Human Resources
- Recruitment & Selection
- On-boarding
- Paid Time-Off
Corporate Finance
- Procure-to-Pay
Quality Management
- Process Governance
IT Management
- Claims Management
More to come …
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37. QUESTIONS
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38. THANK YOU, AND…
Stay connected with us!
CORPORATE WEBSITE OPEN SOURCE COMMUNITY
• Product & Services descriptions • Forums
• References & Use Cases • Contributions
• Webinars & White papers • Source Code
youtube.com/ twitter.com/ linkedin.com/groups? facebook.com/
bonitasoft bonitasoft gid=3182097 bonitasoftbpm
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