1. Introduction to ProcessMaker®
Open Source BPM & Workflow
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2. Discussion Topics
Company Basics
Market Opportunity
The Product

3. Company Basics Founded - October 2000
Published Open Source Code – February 2008
Red Hat Exchange BPM Partner – June 2008
Intel Certified Solution – August 2008
Finalist – SourceForge.Net Community Choice Awards
Best Commercial Open Source Project
Best Visual Design
ISO-9001:2008 Certified – August 2009
Launched on IBM Smart Market – September 2009
100,000 Downloads – December 2009
Offices :
Headquarters: Brooklyn, NY, USA
Subsidiaries: La Paz, Bolivia
Lima, Peru

4. To eliminate paperwork as we know it.
Mission & Vision
Mission
Develop simple yet powerful open source workflow technology that automates and improves business processes through intuitive design, purposeful use of new technology, and easy integration.
Vision
To eliminate paperwork as we know it.

5. Sample Commercial Clients & Verticals
Banking
Insurance
Government
Industry

6. Worldwide Recognition by Intel & Red Hat

7. Discussion Topics
Company Basics
Market Opportunity
The Product

8. Market Summary
“BPM will be a $3.4 billion market by 2012 with more than a 21% compounded annual growth rate (CAGR).”
“Although products increasingly overlap, until human and integration-centric products converge, enterprises may need more than one BPMS to address all types of business processes.”

9. The Pain Points
SMBs/SBUs and Government Agencies need a simple, low-cost way to simplify paperwork.
Developers need an open source workflow engine to easily add the following functionality to existing software:
Build forms
Route data to multiple decision makers
Track and report on data entered
Generate customized alerts
Produce personalized documents (contracts, acceptance / rejection notices, government documents, official letters)
System Integrators need a way to add greater value and more seamless process integration for ERP, CRM, and DMS installations.

10. Why is BPM So Great?
SOA allows different business applications to interact by exposing their functionalities through Web services
SOA creates standard, consumable services that are mapped to business processes
Standard Process Designer Tools and Standards provide a structured approach to specify business processes
Interaction protocols enable organizations to quickly respond to changing business requirements and reduce the cost and complexity of enterprise application integration projects

11. Sample Process Linking
Sample Process Linking
A BPM platform can let you build customer-centric processes that span several systems, and fill in the gaps in your organization.
People Gaps
Interaction with the client
Information passing between departments
Approvals that cross between departments
Sharing information between departments
Gaps created by Software and Systems
Managing Exceptions
Implementation Limitations
IT Resource Limitations

12. Where to look for BPM Opportunities?
Where to look for BPM Opportunities?
OPERATIONS
RMA
Help Desk
Access Authorization Request
Engineering Change Request
Inspection Forms
Survey Forms
HUMAN RESOURCES
Benefits Administration
Employee On-Boarding
Employee Off-Boarding
Hiring
ADMIN & FINANCE
Credit Application
Claims Forms
Purchase Request
MARKETING & SALES
Marketing Funds Usage Request
Marketing Collateral Approval
Contract On-Boarding
Special Pricing Approval
Contract Production and Management
NATIONAL / LOCAL GOVERNMENT
Licensing and Permit Applications
Online RFQ and RFPs

13. Discussion Topics
Company Basics
Market Opportunity
The Product

14. What is ProcessMaker?
Workflow and Business Process Management Open Source PHP Solution
AGPLv3 License
WAMP/LAMP Stack
Workflow Engine for Executing Process Models
- Executes the process models and routes the processes real-time among users/groups
- SOA/Web Services to interact with 3rd party systems/modules according to business rules

15. Postgres SQL Server, Oracle, etc
System Architecture
Cross Browser – PDAs
MAIL
PROPEL
WSO2
ProcessMaker
Apache
PHP
Gulliver
3rd Party Libraries
Rbac
SendMail
SOAP
WS- Reliable
PHP Mailer
Open Mail
WS-Security
LDAP
Active Directory
MySQL
Postgres SQL Server, Oracle, etc
Linux / Windows

16. Web Services API Authentication Process Map Network Cases
Login
DMS
CreateUser
Process Map
CRM
Network
AssignUserToGroup
Cases
SendCaseVariables
ERP
NewCase
NewCaseImpersonate
DerivateCase
SendMessage BI
ProcessMaker®

17. Industry-Leading Technology Partners

18. ProcessMaker Features
Management of processes, workflows and users
Creation of customized forms, documents and triggers
Real-time interaction among users or between 3rd party systems/modules
SOA – Service Oriented Architecture

19. Fast Find™ ProcessMaker Inbox

20. Integrated DMS

21. Form Builder with Conditions Editor

22. Dashboard & Reports

23. Sample Process Linking

24. Thank you for your time Questions are welcome
Brian Reale