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BPM Workflow
Solutions
Powered by
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1. About Us
2. Why BPM?
3. ProcessMaker
4. Product Features Overview
5. Appendix
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About Us
Founded in October 2000
Headquarters:
Brooklyn, NY - USA
Regional Offices:
Bogota (Colombia), Lima (Peru), La Paz (Bolivia)
Partner Network:
Partners in 15 countries on 5 continents
ProcessMaker
Enterprise and Community editions
Over 100 commercial customers including several Fortune 100 companies
Over 140,000 downloads
Support for 15 Languages
SourceForge.NET Community Choice Awards
Best commercial open source project
Best visual design
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About Us
Our Mission
Develop simple yet powerful open source
workflow technology that automates and
improves business processes through intuitive
design, purposeful use of new technology, and
easy integration.
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1. About Us
2. Why BPM?
3. ProcessMaker
4. Product Features Overview
5. Appendix
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Why BPM?
Company Challenges
Organizational complexities lead to isolated business units

Limited flow of information between people & departments
Finance
Sales /
Marketing
HR
Manufacturing
System integration complexities
 Proprietary code: limited flexibility, high cost of ownership
 Lack of interconnectivity between applications (CRM, ERP, CMS…)
CMS
CRM
ERP
Legacy
Software
High costs, limited visibility and limited productivity
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Why BPM?
Where to apply BPM
Admin & Finance
Operations & IT
Human Resources
• Credit Application
• Claims Forms
• Purchase Request
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Help Desk
Engineering Change Request
RMA
Access Authorization
Inspection Forms
Survey Forms
ITIL Processes
Benefits Administration
Employee On-Boarding
Employee Off-Boarding
Hiring
Marketing & Sales
Government
Education
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• Student On-Boarding
• Curriculum Management
• Tenure and Promotion
Funds Usage Request
Collateral Approval
Contract On-Boarding
Special Pricing Approval
Contract Production and
Management
Licensing and Permitting
Managing Correspondence
Certifications
Online RFQ and RFPs
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Why BPM?
BPM FACTS
Save Money: Internal rate of return (IRR)
(1)
greater than 15% for 78% of BPM Projects
Increase productivity: improvement of more
(2)
than 12% are normally realized
Quick Deployment: 67% of projects are
deployed in less than 6 months, 50% in less
(1)
than 4 months
(1) "Justifying BPM Projects", Gartner, 2004
(2) “Business Process Management’s Success Hinges on Business-Led Initiatives”, Gartner, 2005
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1. About Us
2. Why BPM
3. ProcessMaker
4. Product Features Overview
5. Appendix
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ProcessMaker
Benefits
ProcessMaker provides companies with a graphical representation of their
business activities and information flow:
Streamline Processes & Increase Productivity
Connect people and departments
Drastically Eliminate Paperwork
Reduce operational costs
Increase revenues
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ProcessMaker
ProcessMaker
Improve
Automate Processes
Optimize processes
Model Workflows
Increase productivity
Drag & Drop interface
Reduce operational
costs
Easy customization &
implementation
Monitor
Business Activity
Monitoring (BAM)
Key Performance
Indicators (KPI)
Customized Pentaho™
Reports
100% web-based
Eliminate Paperwork
Intuitive Interface
Automated
notifications
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ProcessMaker
Selected Customers
Telecom & Technology
Industry
Government & NGOs
Education
Financial Services
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ProcessMaker
Success Stories
Bista
Results
Solutions

6 processes implemented for Financial BU

$85,000 annual savings

4,000 hours annual savings
“ProcessMaker has helped us improve the efficiency of our
employees… we now have a software based process
management. It has also helped us get better control over the
various processes in our organization”.
- Pinkesh Jain
Finance Manager
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ProcessMaker
Success Stories
4+
Business
Solutions
Results
 Increased control and visibility of its processes.
 Decreased approval times and learning curve
for new users
 Increased efficiency
 Streamlined processes, and has more near
completion, less errors.
"With ProcessMaker in place, we can manage our commercial
processes and ensure our business runs smoothly, from the
creation of a proposal to the shipment of our products."
Manuel Silva, CEO
DECSIS Group
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Why BPM?
Bridging Department & Application Gaps
ERP
Legacy
Software
CMS
CRM
DB2
SQL
Oracle
MySQL
Customers
Partners
Suppliers
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ProcessMaker
Subscription Models
Community Edition
Enterprise Edition
Cloud
On Premise
Professional
Services
Customization
Training
On a case by case basis only
Consulting
Support
Silver Plan
Gold Plan
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1. About Us
2. Why BPM?
3. ProcessMaker
4. Product Features Overview
5. Appendix
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ProcessMaker
Technology Partners
Industry-leading
partners
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ProcessMaker
Under the Hood
Open Source
PHP
WAMP/LAMP Stack
100% SOA – Web Services API
Designer, Engine, Forms Builder, Output Document
Creator
LDAP / Active Directory Synch
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ProcessMaker
System Architecture
Cross Browser - PDAs
ProcessMaker
SOAP
WS - Reliable
SendMail
Rbac
WSO2
MAIL
WS - Security
LDAP
Active
Directory
PHP Mailer
Open Mail
3rd Party
Libraries
Rbac
Gulliver
PROPEL
PHP
Apache
Linux / Windows
MySQL
PostgreSQL
Server, Oracle,
etc
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ProcessMaker
Advantages
Cost effective
Open Source
Easy to implement: 100% web-based
Lightweight footprint: PHP based
Value add for existing productivity software:

Web Services API allow for easy interconnectivity with other
popular applications like ERP, CRM, CMS, DMS, Email &
collaboration software.
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ProcessMaker
Third Party Integrations
MASHUP
PATNERSHIPS
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ProcessMaker
Community & Enterprise Edition Features
ProcessMaker Editions
ProcessMaker
Community
ProcessMaker
Enterprise Cloud
ProcessMaker Enterprise On
Premise
Licenses, Support & Warranty
Community Forum Support
Clustering Configuration Support
N/A
Multi-tenant Architecture Support
N/A
Indemnity and Warranty
N/A
Professional Support Packages
24/7 Support Coverage *
License
AGPLv3 Core +
AGPLv3
Source Code Access
N/A
Commercial License
N/A
BPM Features
Advanced LDAP & Active Directory Sync
Pentaho™ Plugin for Embedded Reports, Dashboards, and Data Analysis
Pentaho™ Server for Reporting and Analyzis
**
Multiple Custom Calendars
Enterprise Backup and Restore Manager
N/A
Multi-tenant Management Console
N/A
Managed Nightly Backups
* 24/7 support available as Add-on for additional expense with Support Plan
** Customer must install their own Pentaho Server and consult Pentaho for additional support fees
N/A
N/A
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ProcessMaker
Advantages (Continued)
Intuitive interface (Drag
and Drop design)
All the tools in a single
product (Designer,
Forms, Manager, etc.)
Scalable to thousands
of users
Extensive Customer
and Community
Momentum
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Product Features Overview
User-Centric Interface
Participate
Inbox
Dashboards
Form-driven processes
Automatic notifications
Document management
100% Web-based
interface
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Product Features Overview
For Process Designers
Create
Graphical, drag-and-drop
workflow maps
Point-and-click configuration
Form Builder
Conditions Editor
Trigger Wizard
Output Document Creator
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Product Features Overview
Custom Calendars
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Product Features Overview
Advanced LDAP and Directory Synchronization
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Product Features Overview
Skinable Architecture
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Product Features Overview
Web Portal for External Users
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Product Features Overview
Adhoc Reporting & Dashboards
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Product Features Overview
Multi-tenancy
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Product Features Overview
Web Services API
Thank you for your
time.
Brian Reale
brian@colosa.com
www.processmaker.com
Questions are
welcome.
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1. About Us
2. Why BPM?
3. ProcessMaker
4. Product Features Overview
5. Appendix
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ProcessMaker
Community & Enterprise Edition Features
PM Editions
ProcessMaker
Community
ProcessMaker
Enterprise Cloud
ProcessMaker Enterprise
On Premise
Licenses, Support & Warranty
Community Forum Support
Clustering Configuration Support
Multi-tenant Architecture Support
Indemnity and Warranty
Professional Support Packages
24/7 Support Coverage *
License
Source Code Access
N/A
N/A
N/A
AGPLv3
N/A
N/A
AGPLv3 Core +
Commercial License
BPM Features
Process Execution Engine
Process Designer
Dynaforms Builder
Output Document Creator
Roles and Groups
LDAP an Active Directory Authentication
Trigger Wizard
Custom Process Calendar
Events & Alerts Engine
EasyDoc™ Document Management
Self Service Assignment Algorithm
Advanced LDAP & Active Directory Sync
Pentaho™ Plugin for Embedded Reports, Dashboards, and Data Analysis
Pentaho™ Server for Reporting and Analyzis
Multiple Custom Calendars
Enterprise Backup and Restore Manager
Multi-tenant Management Console
Managed Nightly Backups
**
N/A
N/A
N/A
* 24/7 support available as Add-on for additional expense with Support Plan
** Customer must install their own Pentaho Server and consult Pentaho for additional support fees
N/A
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Appendix
Sample Process Linking