XMPro iBPMS v6 XMWeb for Intelligent Business Operations
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XMPro Platform
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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 the three key elements of intelligent business operations with process need to handle:
• unstructured routing based on rules rather than workflow • dynamic changes to external and internal contextual information • social collaboration in and around processes
Please contact us or one of our partners or more detailed demonstrations around our capability for SharePoint, Microsoft Outlook or mobile devices.
this is a short introduction video to
exm Pro and it highlights how exm Pro
enables intelligent business operations
in large and medium organization it is
based on a typical example that
demonstrates the three key elements of
intelligent business operations which
processors 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 um point of intelligent business
operations the ability to handle Dynamic
changes uh to the process based on
internal and external contextual
information and then lastly being able
to uh 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 exm Pro we have built social
collaboration into the process and that
is how we enable intelligent business
operations through exm Pro this is the
web interface of exm pro it is Al 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 Twitter
LinkedIn some line of business
applications like sip 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 XM Pro 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 uh 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 um the bid
will be put together and one of the
dynamic aspects of a bid is as we gather
more information some of the rules and
governance and compliance requirements
may change so in this instance just as a
uh from a reference point of view this
is the exm pro user interface these are
things that I can start these are my
to-do list 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 the
performance of each of the processes if
you want more information on on XM Pro
contact us or one of our partners I'm
going to show you the bid request
process this is a typical form that is
designed inside XM Pro and it's got
Dynamic capability So based on
information in here this may change it
may add or remove certain buttons
so from a a dynamic and unstructured uh
point of view we are able to manage
unstructed
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 uh to
to configure processes on on any of
those so in this in
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 pred defined 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 uh routing logic we have Dynamic
allocation logic which will
automatically assist you to rout
functionality in a in order to do uh
quite a number of things I'm going to
start opportunity for a new company
called Osco we are we would like to um
tender on that and 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
$10,000 you'll see that there's
still uh I still have the option to
manually do that uh 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 uh it will force me to
go to a bid committee if I change that
value to $50,000 $50,000 in this
example then it'll automatically all
force me to go to a bit 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 or it'll need
to be submitted to a bid uh committee
dat so we'd like to submit that then and
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 uh opportunity assessment I can
attach documents these documents can be
stored in either SharePoint or your
document management system or in a file
based um solution and in this instance
I'm just going to the the standard exm
profile uh filebase Solutions in this
instance I'm just going to upload the
assessment that we have done uh 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 uh 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
uh 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 a bid committee and all
that um so as a knowledge worker I am
not forced to go in a specific route I'm
just going to ask for 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 um that that can act
on this 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 uh
Works in that group so he's one of five
people in a finance
group so um it's under market and sale
products and services
if it's a large list of outstanding
tasks it's quite easy to filter and sort
um in in a large U 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 of the
rest of the people in that group and it
now 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 uh and from so from a
controll and governance point of view we
can we can still make sure that at
certain point only certain steps can
happen in this instance the $50,000 is
actually us and we want to convert from
US Dollars to Australian
dollars and we will use external web
service in this instance so it'll
convert the 50,000 to a uh using that
currency exchange rate from a web
service and that equal to
$47,000 which we need to submit to our
credit guys for credit approval before
we do that so 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 uh once again that's
the external web service and that brings
back a score of 79 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
changed this 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'll now go
back to set up a bit 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
um 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
Oz uh and the company was called
Osco and on Osco 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 out uh does
anyone know of them and uh 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 uh 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 uh
supports intelligent business operations
we have covered how we handle
unstructured and dynamic routing options
in here um 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 uh 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 um
intelligent business operations features
of of X and pro you can actually embed
the graphs right into your your your bi
information right into the step that I
need to do the the the step that I need
to take in here as you can see this is a
assessment of the opportunity uh the
current opportunity is that green one
over there so in terms of risk it's a
fairly lowrisk 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 uh which we'll cover
over there but there's still some more
information that I would like to have
before I make a decision ision and one
of those are looking at process goals so
in this
example um I can see that my current
sales budget I can see I'm why under in
terms of sales budget and this is the
funnel coming out of the external CRM
solution it can be uh on premise or
cloud-based uh information this can be
uh external web feeds it can be a a
Google or Bing map with superimposed
points in terms of where Vehicles might
be where um 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 the
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 based
action so let's have a quick look at
this next based action in this example
we are actually just looking at the
number of times a certain process we
followed so 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 uh you can build what
scenarios you can build a lot more
complex next next best actions you can
build your business GPS and advise
people uh what the next best action so
the combination of the next best action
the process goals and the inflight
analytics gives you an unbelievable
opportunity to advise people on their
actions you can do resource scheduling
out of XM Pro there's a whole number of
ways to build list this is for example
people uh in the existing system and
once again this is a typical uh 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 a short uh introduction in
terms of what it can do there's a whole
lot of other functionality and I really
suggest that you talk to um either
ourselves or one of our partners to see
some of the other functionality inside
XM pro thank you for your time