everteam.ibpms helps organizations through alignment of business goals, through open and continuous communications, and through a commitment to partnership. Success is a process, not a transaction
3. 3
Everteam connects
people, process and content
to improve customer experience,
streamline business processes,
optimize records management,
and adhere to compliance requirements.
4. Everteam Company Highlights
4
►Over 25 Years of ECM and BPM Leadership
►1000+ Customers on Five Continents
►Extensive experience implementing industry
solutions to address complex business
requirements
►Cited as Leaders by Prominent Analyst Firms
►Acquired Intalio to Incorporate Leading iBPMs
technology into ECM platform
Life
Sciences
Engineering Insurance Media Public
Sector
Key Verticals & Customers
5. What the Industry Influencers Say About Everteam
5
“Everteam’s customers appreciate the easiness of use of the
products.” | 2014
“Everteam, in the worldwide top 10 of
ECM solutions.” | 2013
“Everteam has one of the most organically developed offering on
the same platform.” | 2015
“Strong Performer that offers increasingly credible alternatives to
the traditional suite vendors, particularly for clients with a clear
cloud-first,
mobile-friendly, or analytics-driven content management agenda.”
| 2015
“The Everteam solution is amongst the best
ECM systems reviewed by CXP.” | 2015
6. Today’s Market Drivers
6
✓ Digitization and modernization trends
driving increased focus on user
experience
✓ Increased regulatory and information
governance requirements and
concerns
✓ Cost and resource burdens for legacy
applications and processes driving
modernization and archiving projects
✓ Demand for purpose-built, vertically-
specific applications
✓ Increased demand for historical
enterprise data to drive business
decisions and differentiation
✓ Mobile workforce demands creating
more need for omni-channel access of
company content and records
✓ Content types continue to proliferate
driving robust requirements for
archiving and information management
✓ Adoption of cloud applications driving
archiving opportunity
7. Who We Serve
Large to Very Large Enterprises and Agencies across Market Verticals
7
MEDIA & TELECOM
GOVERNMENT
ENERGY & UTILITIESFINANCIAL SERVICES
MANUFACTURING & PHARMA TRANSPORTATION
8. Global Customer Reach and Support
8
LATAM
North
America
Europe
MEA
APAC
Customer
Presence
Everteam
Presence
9. We Engage with You Directly or Through Global Partners
everteam
industry
solutions
everteam
applications
everteam
platform
9
11. SEARCH & ANALYTICS everteam.analytics
Our Solutions Encompass the Entire Process & Content Lifecycle
11
CONTENT
everteam.content
ARCHIVE
everteam.records
CAPTURE STORE
Digital
Physical Cloud
On-
Premise
WORKFLOW
everteam.case
everteam.iBPMS
Everteam Platforms | ECM and BPM
12. Breadth and Depth of Technology
12
Product Line Value Proposition
eversuite.case
Document oriented workflow manager, allowing
the processing of documents in different manners
depending on their type.
eversuite.records
Archiving solutions for enterprise records
management, application archiving and industry-
specific compliance requirements
eversuite.analytics
Business insights from your entire information
estate across enterprise applications and records
types
eversuite.iBPMS
Content and process management for complex
business workflows and end-user engagement
EverSuite Platform
Powerful and open ECM and BPM platform for
rapid and custom business solution development
14. 14
everteam.ibpms 8.0 changes everything.
everteam.ibpms delivers a single platform for
collaboration, development, analysis, and
optimization of critical business processes.
15. Examples of the processes we have automated
15
Customer Support
Ticketing
Proxy Voting
within Financial
Worklfow
Workforce
management
Loans
underwriting
Telecommunication
company uses
everteam.ibpms to
receive and route the
different incidents
reported by customers
Investment management
corporation uses
everteam.ibpms to be in
compliance with the
proxy voting procedures
A brewing company
uses everteam.ibpms
to optimize the
allocation of their
workers in production
lines
Real estate financial
services company
uses everteam.ibpms
to manage all the
details of their loans
underwriting processes
Review and
Approval of Media
Assets
Media company uses
everteam.ibpms to
manage the lifecycle
of the digital assets
of their marketing
operation
Service
provisioning
Telecommunication
company uses
everteam.ibpms to manage
the different systems
involved in activating
services to customers
Range of implementations across industries and use cases
16. everteam.ibpms Platform Overview
16
Technology
Enabler
Security &
Compliance
Analyst
Workbench
Integrate existing
application and
systems for
seamless
workflow
User
management, and
security
administration
User-friendly
process modeling
for the business
users
Process
Agility
Business User
driven,
continuous
innovation in real-
time
Actionable
Dashboards
Real-time
reporting and
process activity
tracking with
detail drill down
Integration
Open platform to
easily integrate
with business
critical systems
and applications
A non opinionated BPM platform with a low-code development approach focused in delivery long term
reliable and high performance process automation
18. The path to success starts by unlocking the knowledge
and experience from those that own and are responsible
for an specific process. Often these business experts are
forced to explain to IT how the process should work or
are given tools that enforce technical concepts too early
in the project lifecycle. These situations create
unnecesary challenges that disrupt the creative and
collaborative engagement needed to understand how a
process should and can work.
Analyst Workbench is a web-based BPMN 2.0
collaborative modeling environment. It allows non-
technical users to model and document their business
processes with a strong focus on collaboration and
knowledge sharing. Modeled processes can be imported
in everteam.designer for further automation and
deployment.
Business users
taking control of
their processes
Feature Spotlight: Analyst Workbench
18
19. Analyst Workbench empowers business users to lead process discovery, definition, and modeling. By leveraging
collaboration and documentation features embeddded in the Analyst Workbench, non-technical users can
iterate and model processes until the desired behavior is reflected in their own diagram. These diagrams not only
become corporate knowledge ready to be shared with the organization, they also can be delivered to
process engineers in IT to be turned into live processes.
Analyst Workbench
19
20. For those performing processes and tasks, the idea of an
automated solution may sound scary. "What if I need
something else?" "What will I do if some case needs
some unexpected processing?" These concerns can lead
to additional-- and long -- requirements that reflect users
trying to cover every possible scenario. More
requirements can’t guarantee that all possibilities will be
covered -- but do disrupt the project team’s ability to
deliver a solution in a timely manner.
Adhoc Processing delivers support for adding new,
human-driven activities to an automated process
instance at runtime. Users are in control of the new task
placement in relation to the current tasks. New tasks
inherit all the process context and execute as if they
were modeled in the original process diagram.
Automate processes
without
compromising
flexibility
Feature Spotlight: AdHoc Processing
20
21. Business users have traditionally feared that automated processes would limit their ability to
react to unpredictable scenarios. Ad Hoc tasks remove that fear by giving users full control of any
new/special tasks that need to be included in a particular process instance - without compromising
BPM abilities to audit the complete process execution.
Adhoc Processing
21
22. When process activities are executed by a dedicated
team, running a high-performance operation depends on
the ability to maximize the productivity of team members
and to intervene in real-time. As more businesses
support their high-volume processes using BPM
technology, more features are needed to ensure high
efficiency without compromising control.
Task balancing features provide out-of-the-box
algorithms and support plugging in new ones to distribute
human tasks across a group of process participants.
Once deployed, our team dashboards offers team
managers visibility into processes in progress and the
capability to intervene when necessary.
Feature Spotlight: Team Operations
22
Better visibility for
the front line of
process execution
23. Team managers can direct the process model to distrubute tasks in the patterns that
deliver better results and still closely monitor team performance in real time. As team managers
feel more comfortable supporting operations with automated solutions, more processes
will be candidates for automation leading to an increased understanding, control, and
productivity of business operations.
Team Operations
23
24. Processes tasks usually deliver the basic information
needed by the task worker to complete the tasks. Still,
context is relevant. "What happened before this task?"
"What conversation did my teammates have about this
particular case?" "How can I team up with my peers to
get this done?" All of these are reasonable requests from
task workers while completing tasks. Still, there is
resistance to implementing these capabilities in each
process task.
Human tasks now come with a rich context that allows
process workers to collaborate with peers via
conversations and by sharing the tasks and related files.
everteam.ibpms 8.0 also includes features to understand
the history of the process instance and the ability to see
exactly where is the current task located in the process
model.
Empowering those
that get things done
Feature Spotlight: Tasks Context
24
25. By giving tasks workers richer understanding of thier tasks and tools to collaborate, fewer
requirements will be pushed to process engineers, thus reducing the time-to-market of the
automated processes. Also, these extra tools facilitate the work needed to complete tasks,
delivering higher productivity and better process results.
Tasks Context
25
26. Process owners and responsible stakeholders need to
understand how is the operation performing and to be
able to identify trends that could lead to opportunities.
Being able to see day-to-day details and easily jump to
an aggregated view of key processes is critical to support
the ongoing effort of achieving business objectives.
Common task execution performance metrics are
collected by default without requiring any effort from
developers or users.
Users can create and share customized dashboards that
summarize the status and common performance metrics
of deployed processes.
Effortless and
secure process
performance
monitoring
Feature Spotlight: BAM Dashboards
26
27. Process performance insights are a basic benefit that customers seek when implementing BPM.
By removing the development effort to collect the most common data and allowing administrators
to create as many dashboards as needed to ensure the accessibility of the summarized information,
customers can expect out-of-the-box value and reduce their development effort.
BAM Dashboards
27
28. CHALLENGE:
Update processes for review, approval and routing of
ever increasing and massive volume of content while
addressing increasing global demand.
SOLUTION:
Everteam enables all aspects of the delivery model to
work together, delivering data between and among
products from several other vendors, orchestrating
media content flow on demand over more than a dozen
major workflows, accurately, reliably, quickly, and
scalably.
Everteam iBPMS
Customer Spotlight: Sky UK
28