Diapositiva 1

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Introduction to ProcessMaker A Commercial Open
Source BPM
Contact us info_at_colosa.com Visit us
http//www.processmaker.com/ Speaker Brian S.
Reale
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Discussion Topics
Company Basics
Market Opportunity
The Product
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Colosa Company Basics

• Founded in October 2000
• First Contract Developed a claims system for
  the Bolivian Retirement Fund (Bonosol). To date
  has processed more than 2,000,000 claims.
• Published Open Source Code February 2008
• First Mashup with KnowledgeTree DMS April 2008
• Red Hat Exchange Partner June 2008
• Intel Certified Solution August 2008
• Offices
• US Offices Brooklyn, NY
• Subsidiaries La Paz, Bolivia
• Lima, Peru

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Mission Vision
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.
Vision
To eliminate paperwork as we know it.
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Sample Commercial Clients Verticals
Banking
Government
Insurance
Industry
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Worldwide Recognition by Intel Red Hat
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Discussion Topics
Company Basics
Market Opportunity
The Product
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Market Summary

• BPM will be a 2.7 billion market by 2009 with
  more than a 21 compounded annual growth rate
  (CAGR).
• Although products increasingly overlap, until
  human and integration-centric products converge,
  enterprises may need more than one BPMS to
  address all types of business processes.

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The Pain Points

• SMBs/SBUs and Government Agencies need a
  simple, low-cost way to simplify paperwork.
• Developers need an open source workflow engine
  to easily add the following functionality to
  existing software
• Build forms
• Route data to multiple decision makers
• Track and report on data entered
• Generate customized alerts
• Produce personalized documents (contracts,
  acceptance / rejection notices, government
  documents, official letters)
• System Integrators need a way to add greater
  value and more seamless process integration for
  ERP, CRM, and DMS installations.

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Why is BPM So Great?

• SOA allows different business applications to
  interact by exposing their functionalities
  through Web services
• SOA creates standard, consumable services that
  are mapped to business processes
• Standard Process Designer Tools and Standards
  provide a structured approach to specify business
  processes
• Interaction protocols enable organizations to
  quickly respond to changing business requirements
  and reduce the cost and complexity of enterprise
  application integration projects

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Sample Process Linking
A BPM platform can let you build customer-centric
processes that span several systems, and fill in
the gaps in your organization.
People Gaps

• Interaction with the client
• Information passing between departments
• Approvals that cross between departments
• Sharing information between departments

Gaps created by Software and Systems

• Managing Exceptions
• Implementation Limitations
• IT Resource Limitations

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Where to look for BPM Opportunities?

• ADMIN FINANCE
• Credit Application
• Claims Forms
• Purchase Request
• MARKETING SALES
• Marketing Funds Usage Request
• Marketing Collateral Approval
• Contract On-Boarding
• Special Pricing Approval
• Contract Production and Management
• NATIONAL / LOCAL GOVERNMENT
• Licensing and Permit Applications
• Online RFQ and RFPs

• OPERATIONS
• RMA
• Help Desk
• Access Authorization Request
• Engineering Change Request
• Inspection Forms
• Survey Forms
• HUMAN RESOURCES
• Benefits Administration
• Employee On-Boarding
• Employee Off-Boarding
• Hiring

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Discussion Topics
Company Basics
Market Opportunity
The Product
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What is ProcessMaker?

• Workflow and Business Process Management Open
  Source PHP Solution
• AGPLv3 License
• WAMP/LAMP Stack
• Workflow Engine for Executing Process Models
• - Executes the process models and routes the
  processes real-time among users/groups
• - SOA/Web Services to interact with 3rd party
  systems/modules according to business rules

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System Architecture
SendMail
SOAP
PHP Mailer
WS- Reliable
Open Mail
WS-Security
MySQL
PostgresSQL Server, Oracle,etc
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Web Services API
Authentication
Login
DMS
CreateUser
Process Map
CRM
Network
AssignUserToGroup
Cases
SendCaseVariables
ERP
NewCase
NewCaseImpersonate
DerivateCase
SendMessage
BI
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Industry-Leading Technology Partners
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ProcessMaker Features

• Management of processes, workflows and users

• Creation of customized forms, documents and
  triggers

• Real-time interaction among users or between
  3rd party systems/modules

• SOA Service Oriented Architecture

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ProcessMaker Features

• Management of processes, workflows and users

• Creation of customized forms, documents and
  triggers

• Real-time interaction among users or between
  3rd party systems/modules

• SOA Service Oriented Architecture

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Sample Process Linking
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Thank you for your time Questions are
welcome Brian Reale brian_at_colosa.com