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ECM Tutorial Business Process Management Neil Wilson Technical Marketing Manager June 8, 2009
Introduction ,[object Object],[object Object],[object Object],Copyright © Open Text Corporation. All rights reserved. Slide
Open Text ECM Suite Copyright © 2008 Open Text Corporation. All rights reserved. Slide  Process
What is BPM? and What’s Workflow? ,[object Object],[object Object],[object Object],[object Object],Copyright © 2008 Open Text Corporation. All rights reserved. Slide
Why Do Organizations Need BPM/Workflow? ,[object Object],[object Object],[object Object],[object Object]
Typical Applications ,[object Object],[object Object],[object Object],[object Object],Copyright © 2008 Open Text Corporation. All rights reserved. Slide
Open Text ECM Suite Copyright © 2008 Open Text Corporation. All rights reserved. Slide  Business Drivers Productivity Process Accountability Reduce Costs per Transaction Regulatory Compliance Reduce Risk Forms processing Improve efficiency Accelerate Approvals Escalation Management Reduce Paper Consumption ERP integration Process Electronic Signatures
Open Text BPM/Workflow Products ,[object Object],[object Object],[object Object],[object Object],Process Management
Demonstration Copyright © 2008 Open Text Corporation. All rights reserved. Slide  Let’s see some examples…
Workflow Manager Review Submit Draft Add Meta-Data Publisher Agent Notify Using the Workflow Painter, first map out the business process.
Initiation Submit Draft ,[object Object]
Approve Manager Approval ,[object Object],[object Object],Submit Draft
Reviewer’s Comments ,[object Object]
Content Manager ,[object Object],[object Object],[object Object]
Complete Meta-data Form ,[object Object],Manager Review Add Meta-Data
Publish ,[object Object],[object Object],[object Object],Publisher Agent Notify
Audit ,[object Object]
Notification ,[object Object]
Manage/Review - Workflow Review Collaborative Review Edit Draft Render PDF Approve Approval Signature Publish In this example, we’ll use eSign workflow features to add an electronic signature step to a review/approval workflow
Manage/Review - Workflow Review Approve Collaborative Review Edit Draft Render PDF Approval Signature Publish
Manage/Review - Workflow Review Approve Collaborative Review Edit Draft Render PDF Approval Signature Publish
Manage/Review - Workflow Approve Render PDF Approval Signature Publish
Workflow and Forms Workflows can also include electronic forms to  accelerate internal business processes
Thank You Copyright © Open Text Corporation. All rights reserved. Slide

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Primer Business Process Management

  • 1. ECM Tutorial Business Process Management Neil Wilson Technical Marketing Manager June 8, 2009
  • 2.
  • 3. Open Text ECM Suite Copyright © 2008 Open Text Corporation. All rights reserved. Slide Process
  • 4.
  • 5.
  • 6.
  • 7. Open Text ECM Suite Copyright © 2008 Open Text Corporation. All rights reserved. Slide Business Drivers Productivity Process Accountability Reduce Costs per Transaction Regulatory Compliance Reduce Risk Forms processing Improve efficiency Accelerate Approvals Escalation Management Reduce Paper Consumption ERP integration Process Electronic Signatures
  • 8.
  • 9. Demonstration Copyright © 2008 Open Text Corporation. All rights reserved. Slide Let’s see some examples…
  • 10. Workflow Manager Review Submit Draft Add Meta-Data Publisher Agent Notify Using the Workflow Painter, first map out the business process.
  • 11.
  • 12.
  • 13.
  • 14.
  • 15.
  • 16.
  • 17.
  • 18.
  • 19. Manage/Review - Workflow Review Collaborative Review Edit Draft Render PDF Approve Approval Signature Publish In this example, we’ll use eSign workflow features to add an electronic signature step to a review/approval workflow
  • 20. Manage/Review - Workflow Review Approve Collaborative Review Edit Draft Render PDF Approval Signature Publish
  • 21. Manage/Review - Workflow Review Approve Collaborative Review Edit Draft Render PDF Approval Signature Publish
  • 22. Manage/Review - Workflow Approve Render PDF Approval Signature Publish
  • 23. Workflow and Forms Workflows can also include electronic forms to accelerate internal business processes
  • 24. Thank You Copyright © Open Text Corporation. All rights reserved. Slide