Xmpro Ibpms V6 Xmweb For Intelligent Business Operations
This is a short introduction to XMPro and it highlights how XMPro enables intelligent business operations in large and medium organisations.
It is based on a simple example that demonstrates...
Transcript
This is a short introduction to XMPro and it highlights how XMPro enables intelligent business operations in large and medium organisations.
It is based on a simple example that demonstrates... this is a short introduction video to
exam pro and it highlights how example
enables intelligent business operations
in large and medium organizations
it is based on a typical example that
demonstrates through the three key
elements of intelligent business
operations which processes need to
handle
the first of that being able to handle
unstructured routing which are
rules-based rather than workflow based
so that is the instance where there are
no predefined workflows typically the
scenario of knowledge workers where
based on contextual information
you would decide what the routing is
which leads to the next
point of intelligent business operations
the ability to handle dynamic changes
to the process based on internal and
external contextual information and then
lastly being able to
manage and handle social collaboration
in and around processes
with structured workflow you typically
have a challenge where
social collaboration happens with email
outside of the process management
solution and with xm pro we have built
social collaboration into the process
and that is how we enable intelligent
business operations through xm pro
this is the web interface of xm pro it
is also available in sharepoint
microsoft outlook and also for mobile
devices as you can see we have multiple
login providers social providers so you
can log in with a facebook account
linkedin some line of business
applications like sap if you're on
active directory it'll log you in
through your active directory
credentials but in this instance i'm
going to use a xmpro username and
password-based login so i'm going to
log in as keith miller
and
keith needs to start the bid management
process within our organization so
there's a new bid control process this
is for a large scale tender and before
we can do that we actually need to put
together a bit committee there's certain
business rules that will dictate how how
the bid will be put together and one of
the dynamic aspects of a bit is as we
gather more information some of the
rules and governance and compliance
requirements may change
so in this instance just as a
from a reference point of view this is
the example user interface these are
things that i can start these are my
to-do lists task cases schedules
um
tracking i can track
either processes that are in in progress
or completed and we have analytics and
dashboards as well showing a the
performance of each of the processes
if you want more information on xm pro
contact us or one of our partners i'm
going to show you
the request process this is a typical
form that is designed inside
xm pro and it's got dynamic capabilities
so
based on information in here this may
change it may add or remove certain
buttons
so from a
a dynamic and unstructured
point of view we are able to manage
unstructured processes
if you look at this is the web interface
so if you look at the design environment
the design environment is a desktop
application that can be used to author
on-premise and
xm cloud so our hosted cloud environment
xm cloud
to to configure processors on on any of
those so in this instance i'm going to
look at a at that same process i'm going
to look at
the market and sell and i'm going to
look at opportunity management as you'll
see from our
from our representation here this model
is a
there's no flows drawn between any of
this this is just a container the
container is opportunity management of
which bid management is the start of the
process the new bit control process and
from there it can flow to any one of
these there are no predefined flows so
we have a collection of events and i can
add new events
to that in this design environment
without having to build complex
routing logic we have dynamic allocation
logic which will automatically
assist you to raw functionality in
enable in order to do
quite a number of things i'm going to
start opportunity for a new company
called osco we are we would like to
tender on that in this instance what
you'll see is at the moment it doesn't
force me to go to a bid committee if i
put in a value of ten thousand dollars
you'll see that there's still
i still have the option to manually do
that
the the business rules say that if it's
a new customer there's a certain segment
it's a new technology and it's above a
certain value then
then it will force me to go to a bit
committee if i change that value to
50
fifty thousand dollars in this example
then it'll automatically
force me to go to a bid committee it
doesn't say that i have to do it right
now but one of the governance and
compliance checks for this process will
be before i can complete the process
that it will be needed to it'll need to
be submitted to a bit
committee date so we'd like to submit
that then and
the information that we're going to
update back to our crm is that we we
think that they are going to buy around
about that time
opportunity assessment i can attach
documents these documents can be stored
in either sharepoint or your document
management system or in a file based
solution
and in this instance i'm just going to
at the the standard x and profile
file based solutions in this instance
i'm just going to upload the assessment
that we have done
for
osco so that's one of the documents i
can have additional supporting documents
and i can add additional line items as
you can see so we can have header
information line information
multiple lines you can add and remove
i'm not going to add any right there i
can have
questions that need to be completed
in order for this to happen
so as you can see i've uploaded a
document and in this instance i'm going
to send it i have contextual information
i've heard something around osco on the
news and i just want to have a credit
check before we're going to spend all
this money on the setting up a bid
committee and all that
so as a knowledge worker i am not forced
to go in a specific route i'm just going
to ask for a credit check at that point
in time and as you'll see it's now gone
to the finance group so there's three or
four or five people in this finance
group
that that can act on this so i'm going
to log in as one of the people in the
finance group
and once again i'm just going to use the
xm pro login and i know that mark
smith works in that
group so he's one of five people in a
finance group
so
it's under market and sell products and
services
if it's a large list of outstanding
tasks it's quite easy to filter and sort
in large
numbers i i can have a look
at what was
done so before i accept this task for
myself i can have a look at the history
and i can see what was completed in step
one
and based on that i will assign it to
myself so now it removes it off the rest
of the people in that group and it now
only sits with me
so as you can see from a dynamic point
of view at the moment this is not
reviewed so there's only one option on
the screen
and from also from a controlling
governance point of view we can we can
still make sure that at certain points
only certain steps can happen in this
instance the 50 000 is actually us
dollars
and we want to convert from u.s dollars
to australian dollars
and we will use external web service in
this instance so it will convert to 50
000 to a
using that currency exchange rate from
my web service and that is equal to
seven thousand dollars which we need to
submit to our credit guys for credit
approval before we do this as you can
see it's not reviewed yet i'm going to
send it to a credit
uh service and they will come back with
a score
and once again that's the external web
service and that brings back a score of
data integration can be done through
to any line of business application that
has got integration capabilities um to
external web services to sharepoint
lists so from an integration point of
view we have a whole lot as you can see
it's now also changes to a positive
review so now that the credit check has
been done and there's a positive review
for this so i can submit this
and it will now go back
to set up a bid committee this is the
next step that's recommended after the
step after the credit check has been
done
and i will log in as one of the people
in the bid committee
so i know that tim
is
one of the bid committee members
and in his
list of tasks to do
we have
the
bid and it's come through from mark so
once again if he wants to see
the history of that before i do that
i would actually just like
to have a conversation around this so
i'm just going to say
any
info
on
us
uh and the company was called oscar
and then if on oscar so this is a social
conversation that i'm starting i can do
it with a specific user that is part of
this bit committee group or i can just
send that
does
anyone
know of them
and so this is a message that is
associated with this process now having
a look at this uh i will assign it to
myself so i can once again see the
history i can see how it got to me so if
i look at the history i can see you can
see there's the conversation that i've
just entered into the process i can see
how the from a history perspective how
it got to me and i can say assign that
so now this activity sits with me
and as you can see this opens up a whole
new screen with a whole lot of features
that that supports intelligent business
operations we have covered how we handle
unstructured and dynamic
routing options in here
from a from a
intelligent business operations point of
view you want to enable knowledge
workers to make the best decision and
take the next best action that they can
one of the challenges that you find with
conventional systems is is that you
still have to go off to a third party
application to and look at your bi tools
to understand where you are with this
intelligent business operations features
of of x and pro you can actually embed
the graphs right into your your bi
information right into the step that i
need to do that the the step that i need
to take in here as you can see this is a
assessment of the opportunity the
current opportunity is that green one
over there so in terms of a risk it's a
fairly low risk project and the
probability pretty high and that's the
value so this can dynamically change as
risk information gets entered into
another system this can move the bubble
around so you can see where this project
sit relative to other projects so as
soon as i
looking at who i need to assign this can
have an impact on resource scheduling
which we'll cover over there but there's
still some more information that i would
like to have before i make a decision
and one of those are looking at process
goals so in this example
i can see that my current sales budget i
can see i'm way under in terms of sales
budget and this is the funnel coming out
of the external crm solution it can be
on-premise or cloud-based information
this can be external web feeds it can be
a
google or bing map with superimposed
points in terms of where vehicles might
be where
aircraft tracking or whatever it is that
you want in terms of of process goals
now process goals span over a process
where this is inside a transaction so
this is specific to this step in the
transaction and this will span across
every single person who is part of this
will drive
to the same outcomes or the same process
goal so you can set certain process goal
parameters
in here so that's the those are two of
the components the last component that
we'd like to do is actually to have um
to look at what what is the next best
action so let's have a quick look at
this next best action in this example we
are actually just looking at the number
of times a certain process will follow
on the right hand side we've got legal
review finance and recast and we also
look at based on these certain these
exact same conditions what did people do
with uh in in that specific scenario so
17 people sent it for recasting so
you can build what-if scenarios you can
build a lot more complex next best
actions you can build your business gps
and advise people uh what the next best
action is so the combination of the next
best action the process goals and the
in-flight analytics gives you an
unbelievable opportunity to advise
people on their actions you can do
resource scheduling out of xmpro there's
a whole number of ways to build list
this is for example people
in the existing system
and once again this is a typical
example
of a intelligent form that you can build
with information from external services
and as you can see the green bubble
in this bubble chart
part of the dynamic component of what xm
pro does this is really just a
short introduction in terms of what it
can do there's a whole lot of other
functionality and i really suggest that
you talk to
either ourselves or one of our partners
to see some of the other functionality
inside xm pro thank you for your time
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