AGENDA PaperWork ECM & BPM

Transcription

1 AGENDA PaperWork ECM & BPM 1. About Us 2. Digital TRANSFORMATION 3. About PaperWork 4. PaperWork ECM 5. PaperWork BPM 6. PaperWork for Outlook 7. PaperWork for SAP 8. PaperWork Mobile 9. PaperWork API 10. Professional Services

2 ABOUT US GGSOFT Software Services Ltd.

3 ABOUT US We are the leading company in the local ECM industry We offer a broad range of ECM products that are developed in-house We have more than 18 years experience developing document management and Enterprise Content Management software and have deep knowledge about global ECM suites such as Documentum, Content Manager, Lombardi, FileNet

4 COMPANY HISTORY Milestones 1998 Foundation of the company by two entrepreneurs 2004 Change of shareholder structure, a new team joined in 2009 IBM Lombardi Partnership 2010 Development of the new version (new product code named ARGUS) 2015 Strong sales performance of next generation PaperWork ECM FUTURE 2020 Well known ECM brand with regional existence 2001 First PaperWork document archive product sales 2007 EMC Documentum Partnership 2010 Change of strategy, exit from big accounts and focusing on PaperWork product portfolio 2013 Commercialisation of next generation PaperWork )code name ARGUS) 2016 Re-structuring the business and start of aggressive growth

5 OUR VISION Our vision WE ARE AİMED TO DO WHAT WE LOVE AND KNOW THE BEST; DEVELOPİNG AND DEPLOYİNG ENTERPRİSE CONTENT MANAGEMENT TECHNOLOGİES FOR OUR CUSTOMERS

6 OUR TEAM Our team We deploy our exhaustive experience and expertise in the area of managing information and processes through our software solutions. We have accumulated deep understanding of clients needs and accrued technical expertise by spending more than 18 years in the domain of enterprise content management. We did not only develop our own PaperWork software, we also implemented global ECM brands such as EMC Documentum and IBM Lombardi for our clients. Thus enabled us reach and understand the technologies and abilities of global ECM product vendors. We have applied these know how and expertise to our next generation ECM products to create best-in-class solutions. WE ARE THE SPECİALİSTS

7 7 DIGITAL TRANSFORMATION KNOWLEDGE & PROCESS MANAGEMENT

8 DIGITAL TRANSFORMATION How to create a competitive corporate culture? In light of the economic downturn, what do you believe are your organization's priorities in terms of improving agility? EFFECTIVENESS AND EFFICIENCY CAPABILITY and DEVELOPMENT CORPORATE CULTURE Increasing the efficiency of processes (change management, outsourcing, standardisation and automation) Improving capability of the employees and identifying capability gaps Encourage collaboration within and beyond the corporate boundaries 88% of surveyed CIOs listed improving business Agility as their top priority. Once again the relevant question is HOW? Howare they going to improve their organization s business agility? (The Economist) 8

9 We re drowning in information and starving for knowledge. Rutherford D. Rogers (American Librarian)

10 KNOWLEDGE MANAGEMENT Knowledge Types WORK INSTRUCTIONS, DOCUMENTED PROCESSES, REPORTS, DRAWINGS Explicit knowledge is documented knowledge that is easy for others to grasp. EMPLOYEE EXPERIENCE, ROUTINES, AND SKILLS. Implicit knowledge exists in the employees minds and is therefore difficult for others to grasp.

11 KNOWLEDGE MANAGEMENT Companies and Employees ORGANIZATION PEOPLE GENERAL EXPERTISE Knowledge Knowledge Types PRACTICAL KNOWLEDGE Know-how EXPLICIT KNOWLEDGE Well-articulated; inclusive with knowledge holders IMPLICIT KNOWLEDGE Indirectly articulated; exclusively from knowledge holders ORGANIZATIONAL KNOWLEDGE Knowledge of the organization INDIVIDUAL KNOWLEDGE Knowledge of the organization s members

12 KNOWLEDGE MANAGEMENT Knowledge Storage DOCUMENTATION Knowledge storage means that process knowledge, application experience, successful solutions, etc. are documented. LOSS OF KNOWLEDGE Often knowledge is not sufficiently documented or shared and is irretrievably lost.

13 KNOWLEDGE MANAGEMENT Structured Filing USABLE EFFICIENT CATEGORIZED CONSISTENT For making existing knowledge easy to find and use, structured filing must be put in place. A sensible document storage space is an effective method to facilitate the use of explicit knowledge. When categorizing, the structure should be adjustable and not binding. Then, the most efficient possible transfer of knowledge can take place. After setting the rights, the existing structure must be able to be updated.

14 All activities and processes for the creation, implementation and maintenance of transactional relationships to exchange products in terms of satisfaction of needs (or corporate objectives) to the most favorable conditions. Autor unknown

15 BUSINESS PROCESS MANAGEMENT Process Management EVERY BUSINESS PROCESS HAS FIVE ASPECTS: Regulation aspect Organizational aspect Informational aspect Controlling aspect Safety aspect What is done when, how and why? Who is accomplishing which task and where? Which kind of information is transferred? How? Is the process reaching its target? Who is authorized to do what within the process?

16 BUSINESS PROCESS MANAGEMENT Sub Processes MAIN PROCESS SUB PROCESSES Obtain Proposals Compare Proposals Buying process Audit Potential Supplier Place an Order Collect Goods Goods for Further Processing

17 BUSINESS PROCESS MANAGEMENT PHASES PHASE 1 PHASE 2 PHASE 3 PHASE 4 PREPARING PROCESS WORK DESCRIPTION OF PROCESSES STRUCTURING PROCESSES REGULATION AND CONSTANT IMPROVEMENT OF PROCESSES STABILIZATION OF PROCESSES

18 BUSINESS PROCESS MANAGEMENT Benefits PROCESS COSTS KEY FIGURES Process cost rate Part of short term degradable costs on process overall costs Part of a cost type on process overall costs... PROCESS TIME KEY FIGURES Process total time Ø delivery time Ø calculated delivery time Share of order handling time in process total time Reaction times PROCESS TIME QUALITY KEY FIGURES PROCESS RESULT COURSE OF PROCESS KEY FIGURES KEY FIGURES Customer satisfaction Employee qualification Employee moral Service level Adherence to schedules Flexibility Risk priority number Process capability index

19 DIGITAL TRANSFORMATION It s Time to Change Optimization of processes and an adequate integration into corporate culture and business strategies Considers technical issues as well as organizational matters like the corporate culture and the management; includes concerned personnel Effective path to transformation from product/services oriented organizations to customer oriented organizations. PaperWork ECM & BPM Procedure to assist companies when optimizing methods, processes and systems to increase efficiency Create value added chain, where every step is conductive to accomplish products and performances

20 DIGITAL ORIENTATION WITH PAPERWORK PaperWork helps orientation in companies which strongly influenced the effectiveness of collaboration and processes Technological Orientation (innovation, perfectionism) Employee Orientation (satisfaction, qualification) Efficiency Orientation (optimization, cost reduction) Social Orientation (environment, public, image) Marketing Orientation (market share, competitive advantage) Customer Orientation (customer satisfaction, customer loyalty) Financial Orientation (result, revenue, profitability, liquidity) Quality Orientation (improvement, ISO-certification, quality price)

21 ABOUT PAPERWORK PaperWork ECM & BPM

22 Reporting & Analytics PaperWork ECM & BPM Technical Architecture Web Client Mobile Client Client for Outlook SAP Client Custom Clients Compliance Services (E-Signature, e- Invoice, Registered e- mail) Business Process Management (Automatic & manual tasks, Rule engine) Electronic Form Designer Workflow Designer & Rule Engine Content Transformation Services Document Capture & Imaging Extended Components (SAP, Microsoft CRM, Logo, Netsis connetcors) Integration Services (.Net, SOAP, JASON APIs) Content/Library Services (HTML Viewer, Check-in/Check-out, Versioning, Virtual Documents, Renditions, Upload/Download) Content Services Directory Services Full-text Search Security Services PaperWork Content Repository Audit Logs Electronic Forms OCR Archive Services

23 PaperWork ECM Product Suite Components of PaperWork ECM (as of Q1-2107) PaperWork Enterprise Content Server Document Archive Document Management PaperWork Workflow Server Workflow Design Studio Electronic Forms Studio Compliance Services (available seperatly) Archive Services (available seperately) Extended Components (available seperately) User Interface E-Signature CAS Bundle PW UI E-Invoice Archive Compression Pack Outlook UI Document Imaging & OCR Business Rule Engine Registered Custom UI Content Transformation Process Execution Engine Logo Tiger ERP Extension SAP UI Document Viewing Netsis ERP Extension Mobil UI Reporting & Analytics

24 PaperWork Enterprise Content Management Content Repository Database Content attributes are stored in a relational database for rapid query and retrieval File System Content assets are stored as files in file stores. A file store can be a file system of the host operating system or a content-addressed storage (CAS) system Full Text Index PaperWork platform maintains a fulltext index of all text-based content assets stored within the Documentum repository so it can rapidly search through large collections of unstructured information Directory Services Integrates with existing Directory Services such as AD or LDAP

25 PaperWork Enterprise Content Management Content & Library Services Check in/out Check-in/check-out, also known as library services, is essentially a mechanism that prevents two users from making changes on the same content at the same time. It s enables users to know which version is the latest one, and to find out who made changes last. Versioning Versioning is a core limitation of most operating systems, which manage files in a very basic way and do not allow even simple versioning. Versioning is a very important capability, which PaperWork has been providing for many years, allowing users to track versions of files they re working on. Access Control Access control enables you to ensure that only the right people with the right privileges can access your organization s content especially sensitive content that must be securely protected. That s a core functionality of content management. Virtual Documents Virtual documents provide a way to combine multiple documents in multiple formats into a single document. Each component exists as an independent object in the repository. Combine different types of related content into the same document. Subscription Services Subscription services let you take control of your sensitive documents by alerting you any activities performed by other users. Users can subscribe any document to get timely information about deletion, changes, access, etc. Search Services Search services enables users query documents based on their metadata or search through repository against a specific phrase ensuring query and search performance are not effected by the size of the repository.

26 PaperWork Enterprise Content Management Basic Content Services Security Default user name and password uses inline authentication Login thresholds Session time outs Audit of logins Directory server validation Open authentication plug-in framework Authentication Auditing Encryption Electronic signatures Single sign-on

27 PaperWork Enterprise Content Management Basic Content Services Versioning Versioning is an automated process that creates a historical record of a document. Each time you check in or branch a document, PaperWork creates a new version of the object without overwriting the previous version. All the versions of a particular document are stored in a virtual hierarchy called a version tree. Each version on the tree has a numeric version label and optionally, one or more symbolic version labels. Version 1.0 Version 1.1 Versioning Minor Major Current Version 1.2 Version 2.0 Version 2.1, current

28 PaperWork Enterprise Content Management Basic Content Services Virtual Documents Virtual Document capability is one important area of PaperWork Platform. Virtual documents provide a way to combine multiple documents in multiple formats into a single document. Each component exists as an independent object in the repository. Virtual documents allow users to: Share document components in multiple virtual documents. Combine different types of related content into the same document (as an organizational tool). Increase flexibility of user access (multiple users can simultaneously check out and maintain different parts of the virtual document). HR Employee File Virtual Documents Employee Photo Consent Letter Benefits File Employment Proposal

29 PaperWork Enterprise Content Management Basic Content Services HTML Viewer Display various types of document images inline Create and modify annotations Configuration of viewer controls View images inline with the document meta data Preview local files before import View document renditions View images as a workflow attachment

30 PaperWork Enterprise Content Management Archive Services Monitoring addresses for incoming s PaperWork Repository Documents saved in shared folders Shared Folders Documents through web services Batch import of documents Web Services Batch Processing

31 PaperWork Business Process Management Business Process Management BPM is a management practice that provides for governance of a business process environment toward the goal of improving agility and operational performance. Employee Costumer Workflow Supplier Imaging & Document Management NEW PROCESS EAI: Integration with Business Systems Measurements, Tracking, reporting and Control Process Analysis & Design Execute & Deploy Retailer Business Partner Optimize & Improve Manage & Monitor Cross-functional, end-to-end processes are the ones that matter most to the bottom line: to overall efficiency, customer satisfaction, compliance, and responsiveness Bruce Silver & Associates

32 PaperWork Business Process Management Analysis & Design Execute & Deploy Manage & Monitor Optimize & Improve ANALYSIS & DESIGN OF PROCESS PROCESS CAPTURE & DESİGN MODELİNG OF TO BE PROCESSES DEFİNİTİON OF BUSİNESS RULES

33 PaperWork Business Process Management Analysis & DESIGN EXECUTE & DEPLOY MANAGE & MONITOR OPTIMIZE & IMPROVE IMPLEMENTATION OF PROCESS POİNT & CLİCK CONFİGURATİON RİCH FORMS GUI POWERFUL SCRİPTİNG INTEGRATİON WİTH EXİSTİNG SOFTWARE APPLİCATİONS AGİLE CHANGE MANAGEMENT

34 PaperWork Business Process Management Analysis & DESIGN EXECUTE & DEPLOY MANAGE & MONITOR OPTIMIZE & IMPROVE MANAGEMENT AND MONITORING OF PROCESS RESOLVE İNEFFİCİENCİES REAL-TİME ALERTS OPERATİONAL DASHBOARDS BUSİNESS REPORTS

35 PaperWork Business Process Management ANALYSIS & DESIGN EXECUTE & DEPLOY MANAGE & MONITOR OPTIMIZE & IMPROVE EVALUATE AND IMPROVE PROCESS PERFORMANCE MEASUREMENT (KPI) PROCESS OPTİMİZATİON CONTİNUOUS İMPROVEMENT DELİVER RETURN ON INVESTMENT (ROI)

36 PaperWork Business Process Management PaperWork for Outlook Combines the rich user experience of Outlook with the BPM functionality of PaperWork. Embrace the functionality of Outlook that knowledge workers are most familiar with. Extend the Outlook platform via PaperWork s process services to address process management challenges. Key features Native integration with Microsoft Outlook Comprehensive process management Start and participate processes within Outlook Interface Key benefits Familiar interface will increase usage and reduce training Continue to work within Outlook

37 PaperWork Enterprise Content Management PaperWork for SAP Accessing of information anytime, anywhere, including the ability to retrieve various documents from the business process (e.g. vacation request, employees hiring, purchase order) within SAP GUI Creating structured documents based on information from the SAP system Using PaperWork for SAP solution expose PaperWork components invoked directly from SAP (e.g. transaction PA20) menu in SAP GUI adhering to the general SAP look and feel. At each stage of the process, documents such as the requests, price quotes, purchase orders, and invoices are fed into and managed by the SAP ERP modules.

38 PaperWork Mobile Client Native IOS and Android User Interfaces Key Features Intuitive and easy to use user interface Native IOS and Android mobile applications Push notifications regarding tasks and contents received Key Benefits Support for the mobile workforce enables access to PaperWork repository content anywhere or any time Enable mobile workers to remain active participants in project teams and critical business processes Access content in repository and act on tasks

39 PaperWork Application Programming Interfaces Productivity Layer & Process Connectors Productivity Layer PaperWork provides the Productivity Layer Classes, a rich set of application programming interfaces (APIs) that exposes the functionality of the core services provided by the PaperWork platform Enterprise applications CRM EAI Web Services Individuals Process Connectors Connect processes with those applications that run key aspects of the business Connect external systems, applications, and people Outbound and inbound message and event correlation Built-in graphical data mapping and transformations Robust protocols support: HTTP/S, SOAP, WSDL, ODBC Adapter-ready (Web Services-based) for tight coupling Content and Process Servers

40 PaperWork ECM & BPM Sample Use Finance Human Resources Customer Service Legal Corporate Services Accounts payable Accounts receivable Claims and dispute resolution Supplier management Order-to-cash Benefits administration Employee on-boarding Employee off-boarding Employee performance review Customer correspondence Call center Constituent service Contracts management Legal matter management Auditing and compliance Environment, health and safety Facilities and equipment management Quality and performance monitoring Travel management Procure-to-pay

41 PaperWork ECM & BPM Sample Use Energy & Utilities Public Sector Financial Services Insurance Healthcare Process safety management Transmittals process SOP processing Benefits eligibility Investigative case management Grants management Tax processing Unemployment Loan origination New account opening Dispute resolution Wealth Management P&C claims processing Underwriting New account opening Policy management Payer claims processing Policy & procedure management Virtual patient records Legal contracts management Member enrollment Welfare Services

42 REFERENCES

43 SELECTED CUSTOMERS Full list of references and customer stories can be found on our website

44 SELECTED CUSTOMERS Full list of references and customer stories can be found on our website

45 SELECTED CUSTOMERS Full list of references and customer stories can be found on our website

46 QUESTİONS ANSWERS