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Smart Process Applications
Derek E. Weeks
Enterprise apps: structured, predictable processes




       75%                    79%                               85%
 IT budget absorbed by    Inflexibility limits   Poor cross-functional
    maintenance and      changes to process           processes
        updates


                                                               Source: Forrester Research, Inc.




                                                 Copyright © Open Text Corporation. All rights reserved.
BPM Mobile: work anywhere.
Growing expectations of the new iWorker




1.3 billion mobile workers by 2015
60% of LinkedIn users ages 18 - 34
85% of existing apps mismatched with business requirements                                3
                                             Copyright © Open Text Corporation. All rights reserved.
Changing expectations of the customer




Interactions using antiquated transactional approaches
48% will invest in collaboration tech to improve app performance
Smart devices, pervasive video, social media, collaboration                                  4
                                                Copyright © Open Text Corporation. All rights reserved.
BPM must evolve from a blank slate




Good News / Bad News: it can work for any process
Address a greater spectrum of process interactions
Good to great to extraordinary                 Copyright © Open Text Corporation. All rights reserved.
                                                                                                    5
Blank Slate?
   Packaged Apps?
     Something Better?




            Copyright © Open Text Corporation. All rights reserved.
Smart Process Applications




                         Source: Forrester Research, Inc.

                                             Copyright © Open Text Corporation. All rights reserved.
Smart Process Applications
deliver more of what customers want



                        Smart
                       Process
                     Applications




Work gets done faster and at lower cost by integrating
process, content, collaboration, communications,
awareness, and analytics.
                                      Copyright © Open Text Corporation. All rights reserved.
Smart Process Applications
deliver more of what customers want
                                                                 Citizen Info                                    What is
                        Reroute                                                                                  happening
                        applic?                                                                                  in my dept?


Capture
Docs?


      eFOIA Applications    eFOIA Application     Processor             Investigator      Approved?
   is scanned and indexed      is recorded      reviews Applic         reviews Applic
                                                                                                               Send Info




                                                                                          Rejected?

                                                                                                              Notify Citizen




          Other                                                                   Automate
          Docs?                                                                   Tasks?




                                                                                        Copyright © Open Text Corporation. All rights reserved.
Smart Process Applications
deliver more of what customers want
                                                                                                             OpenText BPM




OpenText            OpenText                            OpenText BPM                                  OpenText
Capture             Content Server                                                                    StreamServe


      eFOIA Applications    eFOIA Application     Processor            Worker         Approved?
   is scanned and indexed      is recorded      reviews Applic     reviews Applic
                                                                                                           Send Info




                                                                                      Rejected?

                                                                                                          Notify Citizen




                                                                                    Copyright © Open Text Corporation. All rights reserved.
Accelerating value




30 days to Smart Process Applications
Horizontal & vertical: using out-of-the-box components
Cloud: managed hosting, rapid deployment, secure, scalable                                11
                                               Copyright © Open Text Corporation. All rights reserved.
Accelerating value




  Process                                          Knowledge
Professional                                        Worker




                                                      Employees,
Manager                                                Customers
                     Copyright © Open Text Corporation. All rights reserved.
A better way to guide consistent outcomes
                                       Rapid design forms to
                                       capture all necessary
                                       customer information

                                       Integration to back-end
                                       systems to speed
                                       customer identification,
                                       improve access to
                                       records, and expedite
                                       responses

                                       Step-by-step guidance
                                       based on inquiry types

                                       Pre-defined scripts,
                                       service levels, escalations,
                                       etc.

                                       Common views of
                                       contacts, accounts, and
                                       locations


     Customer Service Agent    Copyright © Open Text Corporation. All rights reserved.
A better way to collaborate on work
                                            Provide real-time
                                            guidance for in-flight
                                            business processes

                                            Expert search as a
                                            social BPM
                                            capability

                                            Details of the case
                                            can be shared within
                                            the IM window

                                            Conversations are
                                            captured in a
                                            decision audit trail
                                            or inside the
                                            knowledge base.




      Customer Service Agent    Copyright © Open Text Corporation. All rights reserved.
A better way to see your operations
                                             Examine business
                                             trends

                                             Monitor SLA’s and
                                             respond to
                                             potential
                                             bottlenecks

                                             Manage team
                                             productivity and
                                             workload balancing

                                             Escalate work
                                             priorities




       Manager                  Copyright © Open Text Corporation. All rights reserved.
A better way to access new services
                                              Self-service portal to
                                              initiate requests,
                                              changes, or report
                                              incidents

                                              Personalized to offer
                                              specific services to
                                              customers, partners,
                                              vendors, suppliers,
                                              etc.

                                              New services can be
                                              rolled out at any time

                                              Customers have real-
                                              time visibility to the
                                              status of a request
                                              and the resolution
                                              path.




         Citizens and Customers   Copyright © Open Text Corporation. All rights reserved.
Supports 5000 employees with services
including HR, management of crime
scene video, and compliance for
storing criminal records.

                                        Copyright © Open Text Corporation. All rights reserved.
The U.S. Social Security Administration
uses OpenText BPM to track detailed
information pertaining to allegations
and cases of fraud.

                                          Copyright © Open Text Corporation. All rights reserved.
Implementing our own software.




                                 Copyright © Open Text Corporation. All rights reserved.
Insurance         Banking       Pension &         Wealth                    Energy
                 Claims        New Account   Superannuation    Management               Application for
              Management         Opening                                                 Expenditure
 Vertical
Solutions


               Insurance                                                                      Legal
                               Government      Healthcare     Aggregate Spend
              Underwriting                                                                 New Matter
                                                                                             Intake




                                Customer       Contracts        Facilities
Horizontal   Human Resources                                                            Shared Services
                                 Service      Management       Management
Solutions




                                                                 Copyright © Open Text Corporation. All rights reserved.
Where will the next
Smart Process Application come from?




Delivered by OpenText
Delivered by Partners
Delivered by Customers                                                   21
                              Copyright © Open Text Corporation. All rights reserved.
Thank You

Derek E. Weeks
301.471.4911
dweeks@opentext.com




     @weekstweets


     www.linkedin.com/in/derekeweeks/




                                        Copyright © Open Text Corporation. All rights reserved.

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OpenText Smart Process Applications

  • 2. Enterprise apps: structured, predictable processes 75% 79% 85% IT budget absorbed by Inflexibility limits Poor cross-functional maintenance and changes to process processes updates Source: Forrester Research, Inc. Copyright © Open Text Corporation. All rights reserved.
  • 3. BPM Mobile: work anywhere. Growing expectations of the new iWorker 1.3 billion mobile workers by 2015 60% of LinkedIn users ages 18 - 34 85% of existing apps mismatched with business requirements 3 Copyright © Open Text Corporation. All rights reserved.
  • 4. Changing expectations of the customer Interactions using antiquated transactional approaches 48% will invest in collaboration tech to improve app performance Smart devices, pervasive video, social media, collaboration 4 Copyright © Open Text Corporation. All rights reserved.
  • 5. BPM must evolve from a blank slate Good News / Bad News: it can work for any process Address a greater spectrum of process interactions Good to great to extraordinary Copyright © Open Text Corporation. All rights reserved. 5
  • 6. Blank Slate? Packaged Apps? Something Better? Copyright © Open Text Corporation. All rights reserved.
  • 7. Smart Process Applications Source: Forrester Research, Inc. Copyright © Open Text Corporation. All rights reserved.
  • 8. Smart Process Applications deliver more of what customers want Smart Process Applications Work gets done faster and at lower cost by integrating process, content, collaboration, communications, awareness, and analytics. Copyright © Open Text Corporation. All rights reserved.
  • 9. Smart Process Applications deliver more of what customers want Citizen Info What is Reroute happening applic? in my dept? Capture Docs? eFOIA Applications eFOIA Application Processor Investigator Approved? is scanned and indexed is recorded reviews Applic reviews Applic Send Info Rejected? Notify Citizen Other Automate Docs? Tasks? Copyright © Open Text Corporation. All rights reserved.
  • 10. Smart Process Applications deliver more of what customers want OpenText BPM OpenText OpenText OpenText BPM OpenText Capture Content Server StreamServe eFOIA Applications eFOIA Application Processor Worker Approved? is scanned and indexed is recorded reviews Applic reviews Applic Send Info Rejected? Notify Citizen Copyright © Open Text Corporation. All rights reserved.
  • 11. Accelerating value 30 days to Smart Process Applications Horizontal & vertical: using out-of-the-box components Cloud: managed hosting, rapid deployment, secure, scalable 11 Copyright © Open Text Corporation. All rights reserved.
  • 12. Accelerating value Process Knowledge Professional Worker Employees, Manager Customers Copyright © Open Text Corporation. All rights reserved.
  • 13. A better way to guide consistent outcomes Rapid design forms to capture all necessary customer information Integration to back-end systems to speed customer identification, improve access to records, and expedite responses Step-by-step guidance based on inquiry types Pre-defined scripts, service levels, escalations, etc. Common views of contacts, accounts, and locations Customer Service Agent Copyright © Open Text Corporation. All rights reserved.
  • 14. A better way to collaborate on work Provide real-time guidance for in-flight business processes Expert search as a social BPM capability Details of the case can be shared within the IM window Conversations are captured in a decision audit trail or inside the knowledge base. Customer Service Agent Copyright © Open Text Corporation. All rights reserved.
  • 15. A better way to see your operations Examine business trends Monitor SLA’s and respond to potential bottlenecks Manage team productivity and workload balancing Escalate work priorities Manager Copyright © Open Text Corporation. All rights reserved.
  • 16. A better way to access new services Self-service portal to initiate requests, changes, or report incidents Personalized to offer specific services to customers, partners, vendors, suppliers, etc. New services can be rolled out at any time Customers have real- time visibility to the status of a request and the resolution path. Citizens and Customers Copyright © Open Text Corporation. All rights reserved.
  • 17. Supports 5000 employees with services including HR, management of crime scene video, and compliance for storing criminal records. Copyright © Open Text Corporation. All rights reserved.
  • 18. The U.S. Social Security Administration uses OpenText BPM to track detailed information pertaining to allegations and cases of fraud. Copyright © Open Text Corporation. All rights reserved.
  • 19. Implementing our own software. Copyright © Open Text Corporation. All rights reserved.
  • 20. Insurance Banking Pension & Wealth Energy Claims New Account Superannuation Management Application for Management Opening Expenditure Vertical Solutions Insurance Legal Government Healthcare Aggregate Spend Underwriting New Matter Intake Customer Contracts Facilities Horizontal Human Resources Shared Services Service Management Management Solutions Copyright © Open Text Corporation. All rights reserved.
  • 21. Where will the next Smart Process Application come from? Delivered by OpenText Delivered by Partners Delivered by Customers 21 Copyright © Open Text Corporation. All rights reserved.
  • 22. Thank You Derek E. Weeks 301.471.4911 dweeks@opentext.com @weekstweets www.linkedin.com/in/derekeweeks/ Copyright © Open Text Corporation. All rights reserved.