BPM and Case Management

Transcription

1 BPM and Case Management

2 Introducing FloSuite FloSuite is a solution configuration framework that provides a faster and more flexible way to implement process-centric business applications. How does it work? Using graphical tools, you can configure FloSuite solutions to manage and automate practically any worktype, allowing you to embed best practice, streamline operations, save time and money, and reduce exposure to risk. Lincolnshire FRS selected FloSuite to meet a requirement to implement a case and customer relationship management solution that would assist staff in residential home fire safety and commercial fire protection teams in continuing to deliver and enhance the excellent quality of service they already provided clients. We wanted to manage tasks, key dates and information electronically, providing the Service with an audit trail. Sean Taylor, Group Manager - Lincolnshire Fire and Rescue Who uses it? As a Microsoft Gold Partner and specialist software developer, Infographics works with government and commercial organisations, particularly within professional service or highrisk environments with a team-based or 24/7 specialist, skilled workforce. Clients include Emergency Services, Local Authorities and other commercial businesses in the UK and overseas. They have deployed a wide range of Business Process, Case and Task Management solutions using FloSuite. 2

3 FloSuite product family FloSuite enables Business Process, Case and Task Management solutions to be rapidly configured using Microsoft Visio tools. FloSuite framework The framework supports configuration of bespoke process-centric solutions targeted at automating and improving key operational and administrative functions. Workflows, business rules, document templates, data repositories, system integrations and user interface outputs are designed within FloDesigner, our unique solution configuration environment encapsulated within Microsoft Office Visio. This supports configuration that takes advantage of drag-and-drop and graphical features, reducing reliance on fully-qualified, expensive development resource to programme/deliver new business solutions. FloCase case management framework On top of this framework, we also offer FloCase, which provides a generic Case Management framework. It includes a prebuilt structure and user-friendly graphical tabbed interface to support efficient management of tasks, key dates, contacts, documents and related reports/kpis. Pre-configured industry solutions In addition, we have a range of pre-configured industry-specific solutions developed in conjunction with clients in order to capture best-practice. These provide read-to-use options, whilst still enabling easy extension and adaptation using Microsoft Visio tools. Key advantages Our approach combines the best elements of the two traditional routes to delivering business applications. With FloSuite, you get the tailored result and flexibility of a bespoke development project but within timelines more silimar to buying off-the-shelf. Bespoke Development Off-the-shelf FloSuite Reduced reliance on expensive IT development skillset/programmers No Yes Yes Get highly-tailored process solutions that can match specific requirements Yes No Yes Flexibility to easily change/extend solutions, even once deployed Yes No Yes Deliver multiple applications with one pre-built solution framework No No Yes End solutions are easier to maintain, and understood by non developers No Yes Yes Deploy sophisticated business solutions in weeks/months No Yes Yes 3

4 Product and architecture FloSuite s modular structure is separated into design/configuration, workflow engine and client tiers. Integrate business process touch-points Deployed applications can integrate disparate business process touch-points, across system, team, data silo and organisational boundaries, with end-user solutions delivered via a single, seamless working environment. FloSuite Service Oriented Architecture utilising Web Services FloManagement Studio Management and admin console Microsoft SharePoint Microsoft Outlook FloCase Microsoft Web Client Integrates multiple touch-points across a business process Processes Systems People Seamless Working Enviroment Content Organisations Data 4

5 Sample end-user solutions FloSuite is often used to deliver composite business applications that take advantage of existing IT assets, and link previously-disjointed processes and data. Clients have deployed a range of solutions targeted at managing and improving professional service delivery. We also offer integrations for popular third party Financial, Document Management, CRM and other solutions. Sample FloSuite solutions: New Business Intake/Client and Case Inception, including checks in connection with anti-money laundering, conflict of interest, compliance and risk management, and client reconciliation A range of Case Management applications that integrate tasks/systems and enable Web delivery of services e.g. Investigations, Client Help Desk, Complaints and Issue Management, Employee Self-Service, etc. Employee Self-Service solution Risk Management and Compliance Systems Case/Client-centric Data Views, Cross System KPIs/Reporting and Key Date Management Financial, HR and other internal administrative applications, e.g. Cheque Request/Cash Receipt, New Joiner/Transfer/Leaver, Holiday and Expenses Approval, Room & Resource Booking, etc. Web front-ending /replacement and integration of legacy or in-house systems and databases with modern user interfaces and joined-up processes Fire and Rescue-specific solutions (often used in conjunction with our FireWatch Enterprise Resource Management solution), including Hydrants Management, Fire Safety and Fire Protection, and Self-Service The additional attraction of FloSuite is that it s a companion product from the same software stable as FireWatch, giving us additional peace of mind that the two would integrate smoothly. Stephen Rhodes - IT Manager Avon Fire and Rescue 5

6 Flexible user interface options FloSuite offers configurable end-user interface options, enabling you to match UI design to user profiles, and apply company branding. FloSuite UI FloSuite enables you to provide end user access to elements of solutions via a range of familiar working environments, including: Microsoft Outlook, SharePoint, Excel, Word and Web access. FloCase UI FloCase includes pre-built screens and forms within an applications-level and case-level console, which are organised into tabs - a familiar environment for case-based workers. At applications level, users can view and analyse activities across multiple solution/case types, providing valuable management insight and control for senior managers. FloSuite has enabled us to bring together lots of different information sources and workflows within one user interface, helping to improve the output of our analysts and investment team. We have also been able to automate repetitive administrative tasks, reduce data entry effort and duplication, and therefore better control risk within the day-to-day operations of the business. IT Manager Endeavour Capital Management Outlook Console FloCase Web Console SharePoint 6

7 Management reporting and KPIs FloSuite offers flexible reporting options and outputs for key management information, helping business decision-makers drive performance improvements. Reporting is split into logical functional areas to simplify configuration, with the run-time view accessed via the reporting icon. Key functional areas and benefits include: Intuitive tools drag-and-drop field selection, flexible grouping and totals Flexible export options Microsoft Word, Adobe PDF, Microsoft Excel, HTML, text and CSV files Targeted reports create strategic reports for analysis of working time, activities, cycle times etc. Easy access support in-line searching of reports and save favourites for re-use Produce graphical representations illustrate data and trends using pie, bar and pivot charts Easy to change and customise alter styling and layouts with useful customisation tools Automated/scheduled production configure reports to run and be distributed automatically via or by writing data to pre-specified file locations Version control version reports and track changes with comments Strategic tools and KPIs track KPIs at organisational level to support strategic decision-making FloSuite supports multiple file formats and types of report 7

8 Role-related benefits FloSuite can improve the working lives of different types of employee within an organisation: Business manager FloSuite can help increase competitive advantage through deployment of superior business processes and services, and support effective management of risk and compliance. In addition, you can accelerate ROI by taking advantage of FloCase, which includes a pre-built case structure organised within a tabbed user interface. FloCase helps enable faster configuration of case/matter work-types, and you can also gain a view of activities across departmental boundaries. Technology manager FloSuite can provide a faster, lowerrisk and more flexible alternative to traditional software development approaches. It offers a new way to deliver process and data-centric solutions that can sit on top of and integrate legacy systems. FloDesigner s easy-tounderstand graphical toolset can help provide a streamlined development path, and allow IT staff to collaborate with key business/project sponsors using clear, easy-to-understand workflow diagrams. Business analyst FloSuite can help you close the gap between broader business and IT strategy. By giving you an application configuration framework encapsulated within Microsoft Visio, it can enable you to prototype, develop and evolve innovative solutions that the business can more easily contribute to. This will help you better meet your firm s immediate and future business application requirements, and ultimately improve business performance. End user Whether a senior manager, departmental head or back-office employee, FloSuite can provide a targeted working environment which simplifies tasks, provides best-practice guidance, helps manage risk, and reduces duplication and data inconsistencies. You can interact with multiple data sources through one familiar interface, such as Web forms, Microsoft Outlook, Word, Excel or SharePoint. This can help simplify your working environment and reduce the skill set needed to perform key tasks. 8

9 Key business advantages FloSuite offers a faster, more flexible way to deliver business solutions for practically any work-type, using just one framework. Reduce operational risk and support compliance Deploy business rules and escalation procedures, monitor outcomes against SLAs, generate audit trails, manage compliance needs and accurately report on KPIs. Increase collaboration and efficiency Streamline and improve core processes, imbed best-practice into workflow-driven solutions across business functions, and improve collaboration between teams and departments...case studies show efficiency gains of up to 40%. Improve data quality and management information Streamline data input procedures, integrate data sources and provide real-time management information at case/process, team/department and enterprise level. Support business transformation programmes Streamline data input procedures, integrate data sources and provide real-time management information at case/process, team/department and enterprise level. Achieve faster and greater return on investment Deploy tailored solutions within a far shorter timeframe than using traditional development methods for faster ROI, and achieve multipliers through implementation of multiple processes. Gain flexible process management framework & solutions Meet requirements for Case Management, Business Process Management (BPM), Workflow and EAI Solutions, based on almost any work-type, using one configurable framework. Benefit from our proven track-record across multiple solution types FloSuite, developed and marketed by Microsoft Gold Partner Infographics UK Ltd. has been deployed to manage multiple work-types, meeting a range of BPM, Case Management, Workflow and Integration needs. Get industry-focused solutions with specialist embedded knowledge We have specialist expertise within 24/7 high-risk/high-skill sectors, and provide industryspecific, configurable packaged solutions for Emergency Services. 9

10 Key technology advantages With FloSuite you can reduce reliance on traditional software development skills and use one framework to deliver multiple solutions Create code on the fly When the user configures solutions within FloDesigner, FloSuite creates XML/computer programming code on the fly as process diagrams and other solution elements are implemented, enabling solutions to be deployed faster, more easily and at lower cost than using traditional programming methods. Superior to other graphical process design options There are other solutions which offer a graphical process design and solution implementation environment, however, in reality, they almost always involve significant additional C# / traditional software development as part of the implementation process. FloSuite s prebuilt capabilities and FloCase framework reduce this requirement even further. FloSuite places Norfolk in a strong position to achieve business efficiencies through the automation of many manual processes, and to seamlessly pass data to and from external systems in near real-time Chris Ferris ICT Manager Norfolk Fire and Rescue Deploy multiple solutions using one framework Most organisations have a range of solutions to meet different process-centric technology requirements none of which typically talk to or integrate with each other. With FloSuite, you can meet needs for different solution classes and work-types from within one environment, using one skill-set. Maximise investment in existing technologies You can also leverage existing technology investment, as FloSuite solutions can encompass and provide access to their data within an overall business process layer. Drag and drop process design interface Microsoft Visio-based configuration environment 10

11 Functional overview Product Function Overview Data Modelling Describe people, processes, business objects (e.g. requisitions, invoices and applications); Wizard-based data modelling and ability to point to existing data structures Data Repositories Use data repositories to, effectively, provide data dictionary and entity standardisation capabilities Business Rules Management Drive best practice and reduce manual procedures through business rules management Composite Applications Encompass multiple application data within a seamless working environment to deliver enterprise-wide processes that can integrate your legacy systems Process Automation Benefit from graphical business process/workflow design, plus automate data retrieval, monitor data value, manage risk assessments, decisions and task allocation, and generate reports Data and Process Access Security Restrict user access/abilities to view data or participate in process execution dependent upon user profile Business Activity Monitoring (BAM) and Reporting KPI/reporting on internal & external data; record process data and actions for report generation and audit purposes Enterprise Application Integrations (EAI) Use Wizards, and other methods, to create Web service, database and legacy systems integrations Graphical User Interface (UI) Design Design flexible UI options with graphical tools - e.g. create Web forms using our FormsDesigner tool, and customise the look and feel of UI screens to reflect your corporate branding Reusable Processes Ability to re-use FloSuite-developed processes in multiple places Flexible End User Environment Provide access to FloSuite solution elements from Microsoft Outlook, SharePoint, Word, Excel or a Web browser Contact Details Please contact us to arrange a web or onsite demonstration, or call to speak to our sales team. tel. +44(0) info@infographics.co.uk web Copyright Infographics UK Ltd. All rights reserved. FloSuite and FireWatch are trademarks of Infographics UK Ltd. All other trademarks referenced are either trademarks or registered trademarks of their respective owners. 11

12 12