1. BPM Workflow Solutions1
BPM Workflow Solutions
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2. 1 1 1. About Us 2. Why BPM? 3. ProcessMaker
4. Product Features Overview
5. Appendix

3. 1 About Us Founded in October 2000 ProcessMaker
Headquarters: Brooklyn, NY - USA
Regional Offices: Bogota (Colombia), Lima (Peru), La Paz (Bolivia)
Partner Network: Partners in 15 countries on 5 continents
ProcessMaker
Enterprise and Community editions
Over 100 commercial customers including several Fortune 100 companies
Over 140,000 downloads
Support for 15 Languages
SourceForge.NET Community Choice Awards
Best commercial open source project
Best visual design

4. 1
Our Mission
About Us
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.

5. 2 1. About Us 2. Why BPM? 3. ProcessMaker 4. Product Features Overview
5. Appendix

6. 2
Company Challenges
Why BPM?
Organizational complexities lead to isolated business units
Limited flow of information between people & departments
System integration complexities
Proprietary code: limited flexibility, high cost of ownership
Lack of interconnectivity between applications (CRM, ERP, CMS…)
Finance
Sales / Marketing HR
Manufacturing
CMS
CRM
ERP
Legacy Software
High costs, limited visibility and limited productivity

7. 2 Where to apply BPM Admin & Finance Operations & IT Human Resources
Why BPM?
Admin & Finance
Credit Application
Claims Forms
Purchase Request
Operations & IT
Help Desk
Engineering Change Request
RMA
Access Authorization
Inspection Forms
Survey Forms
ITIL Processes
Human Resources
Benefits Administration
Employee On-Boarding
Employee Off-Boarding
Hiring
Marketing & Sales
Funds Usage Request
Collateral Approval
Contract On-Boarding
Special Pricing Approval
Contract Production and Management
Government
Licensing and Permitting
Managing Correspondence
Certifications
Online RFQ and RFPs
Education
Student On-Boarding
Curriculum Management
Tenure and Promotion

8. 2
Why BPM?
BPM FACTS
Save Money: Internal rate of return (IRR) greater than 15% for 78% of BPM Projects (1)
Increase productivity: improvement of more than 12% are normally realized (2)
Quick Deployment: 67% of projects are deployed in less than 6 months, 50% in less than 4 months (1)
"Justifying BPM Projects", Gartner, 2004
“Business Process Management’s Success Hinges on Business-Led Initiatives”, Gartner, 2005

9. 3 3 1. About Us 2. Why BPM 3. ProcessMaker
4. Product Features Overview
5. Appendix

10. 3
Benefits
ProcessMaker
ProcessMaker provides companies with a graphical representation of their
business activities and information flow:
Streamline Processes & Increase Productivity
Connect people and departments
Drastically Eliminate Paperwork
Reduce operational costs
Increase revenues

11. 3 ProcessMaker ProcessMaker Improve Optimize processes
Increase productivity
Reduce operational costs
Automate Processes
Model Workflows
Drag & Drop interface
Easy customization & implementation
Monitor
Business Activity Monitoring (BAM)
Key Performance Indicators (KPI)
Customized Pentaho™ Reports
100% web-based
Eliminate Paperwork
Intuitive Interface
Automated notifications

12. 3 Selected Customers Telecom & Technology Industry Financial Services
ProcessMaker
Telecom & Technology
Industry
Financial Services
Government & NGOs
Education

13. 3 Success Stories Bista Solutions - Pinkesh Jain ProcessMaker Results
6 processes implemented for Financial BU
$85,000 annual savings
4,000 hours annual savings
“ProcessMaker has helped us improve the efficiency of our employees… we now have a software based process management. It has also helped us get better control over the various processes in our organization”.
- Pinkesh Jain
Finance Manager

14. 3 Success Stories 4+ Business Solutions
ProcessMaker 4+
Business Solutions
Results
Increased control and visibility of its processes.
Decreased approval times and learning curve for new users
Increased efficiency
Streamlined processes, and has more near completion, less errors.
"With ProcessMaker in place, we can manage our commercial processes and ensure our business runs smoothly, from the creation of a proposal to the shipment of our products."
Manuel Silva, CEO DECSIS Group

15. 3 Bridging Department & Application Gaps ProcessMaker ProcessMaker
Why BPM?
ProcessMaker
CMS
CRM
ERP
Legacy Software
ProcessMaker
MySQL
SQL
DB2
Oracle
Customers
Partners
Suppliers

16. Professional Services3
Subscription Models
ProcessMaker
Enterprise Edition
Community Edition
On Premise
Cloud
Professional Services
Customization
Training
On a case by case basis only
Consulting
Support
Silver Plan
Gold Plan

17. 4 4 1. About Us 2. Why BPM? 3. ProcessMaker
4. Product Features Overview
5. Appendix

18. 4
Technology Partners
ProcessMaker
Industry-leading partners

19. 4 Under the Hood Open Source PHP WAMP/LAMP Stack
ProcessMaker
Open Source
PHP
WAMP/LAMP Stack
100% SOA – Web Services API
Designer, Engine, Forms Builder, Output Document Creator
LDAP / Active Directory Synch

20. PostgreSQL Server, Oracle, etc4
ProcessMaker
System Architecture
Cross Browser - PDAs
ProcessMaker
SOAP
SendMail
WSO2
MAIL
WS - Reliable
PHP Mailer
Rbac
WS - Security
Open Mail
LDAP
Active
Directory
3rd Party Libraries
Rbac
Gulliver
MySQL
PROPEL
PostgreSQL Server, Oracle, etc
PHP
Apache
Linux / Windows

21. 4 Advantages Cost effective Open Source
ProcessMaker
Cost effective
Open Source
Easy to implement: 100% web-based
Lightweight footprint: PHP based
Value add for existing productivity software:
Web Services API allow for easy interconnectivity with other popular applications like ERP, CRM, CMS, DMS, & collaboration software.

22. 4
Third Party Integrations
ProcessMaker
MASHUP PATNERSHIPS

23. 4 Community & Enterprise Edition Features ProcessMaker
ProcessMaker Editions
ProcessMaker Community
ProcessMaker Enterprise Cloud
ProcessMaker Enterprise On Premise
Licenses, Support & Warranty
Community Forum Support
Clustering Configuration Support
N/A
Multi-tenant Architecture Support
Indemnity and Warranty
Professional Support Packages
24/7 Support Coverage *
AGPLv3 Core +
License
AGPLv3
Commercial License
Source Code Access
BPM Features
Advanced LDAP & Active Directory Sync
Pentaho™ Plugin for Embedded Reports, Dashboards, and Data Analysis
Pentaho™ Server for Reporting and Analyzis **
Multiple Custom Calendars
Enterprise Backup and Restore Manager
N/A 
Multi-tenant Management Console
Managed Nightly Backups
* 24/7 support available as Add-on for additional expense with Support Plan
** Customer must install their own Pentaho Server and consult Pentaho for additional support fees
N/A

24. 4 Advantages (Continued) Intuitive interface (Drag and Drop design)
ProcessMaker
Intuitive interface (Drag and Drop design)
All the tools in a single product (Designer, Forms, Manager, etc.)
Scalable to thousands of users
Extensive Customer and Community Momentum

25. 4 User-Centric Interface Participate Inbox Dashboards
Product Features Overview
Participate
Inbox
Dashboards
Form-driven processes
Automatic notifications
Document management
100% Web-based interface

26. 4 For Process Designers Create Graphical, drag-and-drop workflow maps
Product Features Overview
Create
Graphical, drag-and-drop workflow maps
Point-and-click configuration
Form Builder
Conditions Editor
Trigger Wizard
Output Document Creator

27. 4
Custom Calendars
Product Features Overview

28. 4 Advanced LDAP and Directory Synchronization
Product Features Overview

29. 4
Skinable Architecture
Product Features Overview

30. 4
Web Portal for External Users
Product Features Overview

31. 4
Adhoc Reporting & Dashboards
Product Features Overview

32. 4
Multi-tenancy
Product Features Overview

33. 4
Web Services API
Product Features Overview

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

35. 5 5 1. About Us 2. Why BPM? 3. ProcessMaker
4. Product Features Overview
5. Appendix

36. 5 Community & Enterprise Edition Features ProcessMaker PM Editions
PM Editions
ProcessMaker Community
ProcessMaker Enterprise Cloud
ProcessMaker Enterprise On Premise
Licenses, Support & Warranty
Community Forum Support
Clustering Configuration Support
N/A
Multi-tenant Architecture Support
Indemnity and Warranty
Professional Support Packages
24/7 Support Coverage *
AGPLv3 Core +
License
AGPLv3
Commercial License
Source Code Access
BPM Features
Process Execution Engine
Process Designer
Dynaforms Builder
Output Document Creator
Roles and Groups
LDAP an Active Directory Authentication
Trigger Wizard
Custom Process Calendar
Events & Alerts Engine
EasyDoc™ Document Management
Self Service Assignment Algorithm
Advanced LDAP & Active Directory Sync
Pentaho™ Plugin for Embedded Reports, Dashboards, and Data Analysis
Pentaho™ Server for Reporting and Analyzis **
Multiple Custom Calendars
Enterprise Backup and Restore Manager
N/A 
Multi-tenant Management Console
Managed Nightly Backups
* 24/7 support available as Add-on for additional expense with Support Plan
** Customer must install their own Pentaho Server and consult Pentaho for additional support fees

37. 5
Sample Process Linking
Appendix