Underwri(en	by:	 Presented	by:	
#AIIM	Informa(on	Is	Your	Most	Important	Asset.		
Learn	the	Skills	to	Manage	It.		
Why	Does	Process	Transforma(on	
Always	Seem	So	Painful	–	When	It	
Doesn’t	Have	to	Be	
Presented	6th	April,	2017		
Why	Does	Process	Transforma(on		
Always	Seem	So	Painful	–		
When	It	Doesn’t	Have	to	Be	
An	AIIM	Webinar	presented	6	April,	2017
Underwri(en	by:	 Presented	by:	
Some	Tips	for	Viewing	Today’s	Webinar	
§  Group	Chat	–	to	talk	with	each	other	and	with	us,	found	in	
the	icons	along	the	bo(om.		
Note:	everyone	can	see	and	par0cipate.	
§  Check	out	the	Resources	available	to	you	today,	in	the	box	to	
the	right	of	the	slides.	
§  Q&A	–	for	quesLons	held	for	the	end	(and	tech	help).	
§  A	Survey	will	open	at	the	conclusion	of	the	webinar	–	we	
value	your	feedback	on	how	we	did	today.
Underwri(en	by:	 Presented	by:	
Neil	Ward-Du(on	
Research	Director	
MWD	Advisors	
Neil	Young	
CEO	
FlowForma	
Host:		Theresa	Resek,	CIP	
Director	
AIIM	
Today’s	Speakers
Underwri(en	by:	 Presented	by:	
Neil	Ward-DuWon	
Research	Director	
MWD	Advisors	
Introducing	our	Featured	Speaker
Underwri(en	by:	 Presented	by:	
‘Digital’	is	about	so	much	more	than	Uber,	AirBnB	
Multi-channel service,
instant information,
responsiveness,
transparency, …
Financial	services,	insurance,	
media,	entertainment,	travel	
&	transport,	hospitality,	
telecoms,	…	
IP theft, human capital risk,
environmental risk,
business continuity,
product liability, credit risk,
ID theft, data breach, …
Sustainability, transparency,
probity, etc
Changingrisk
landscape
Newcustomer
expectations
New	digital-naLve	
compeLtors
Underwri(en	by:	 Presented	by:
Underwri(en	by:	 Presented	by:	
New	pressures;	also	new	risks	and	threats	
MulL-channel	service,	instant	
informaLon,	responsiveness,	
transparency,	…	
Financial	services,	insurance,	
media,	entertainment,	travel	
&	transport,	hospitality,	
telecoms,	…	
IP	the[,	human	capital	risk,	
environmental	risk,	business	
conLnuity,	product	liability,	
credit	risk,	ID	the[,	data	
breach,	…	
Sustainability,	transparency,	
probity,	etc			
Changing	risk	landscape	
New	customer	
expectaLons	
New	digital-naLve	
compeLtors	
Changing	stakeholder	
expectaLons
Underwri(en	by:	 Presented	by:	www.mwdadvisors.com	 8
LiWle	consensus	on	the	value	of	digital	transforma(on:	
four	main	perspec(ves	
Employee	
engagement	
External	
engagement	/	
experiences	
OperaLons	
Products,	
Pla^orms,	
Networks	
External	Internal	
People,	Knowledge	
Processes,	Things	
The	power	of	
Digital:	more	
efficient		
co-ordina0on	
of	resources	
Strategy	
leader	
CMO	
Comms/
HR	
leader	
COO
Underwri(en	by:	 Presented	by:	
Employee	
engagement	
External	
engagement	/	
experiences	
OperaLons	
Products,	
Pla^orms,	
Networks	
External	Internal	
People,	Knowledge	
Processes,	Things	
www.mwdadvisors.com	 9
Technology’s	strategic	value:	connec(ng	perspec(ves
Underwri(en	by:	 Presented	by:	
Enterprise	
core	
Service	
centres	
Partner	A	
Partner	B	
Supplier	X	
Supplier	Y	
How?	By	weaving	“digital	threads”	
Enterprises	and	value	chains	
have	been	engineered	to	be	
dispersed,	flexible	
Experiences	integrated	
across	venues,	
pla^orms,	channels,	…
Underwri(en	by:	 Presented	by:	
Enterprise	
core	
Service	
centres	
Partner	A	
Partner	B	
Supplier	X	
Supplier	Y	
How?	By	weaving	“digital	threads”	
Enterprises	and	value	chains	
have	been	engineered	to	be	
dispersed,	flexible	
Experiences	integrated	
across	venues,	
pla^orms,	channels,	…
Underwri(en	by:	 Presented	by:	
Going	deeper:		
Digital	is	changing	how	organisa+ons	change	
InstrumentaLon	of	
products,	services,	
processes	
Agility	of	services,	
processes,	
business	models	
Internet	of	
infrastructure,	
products	
Internet	of	personal	
devices	
Internet	of	
conversa0ons	
Internet	of	
applica0ons,	
pla;orms
Underwri(en	by:	 Presented	by:	
Good	process	pla_orms	create	digital	threads	
EXISTING	SYSTEMS	OF	
RECORD,	DATA,	
APPLICATIONS	
P	E	R	F	O	R	M	A	N	C	E			A	N	A	L	Y	T	I	C	S	
1
2
3
1
2
3
Sharing	knowledge	/	
co-ordinaLng	work	
across	teams,	
departments,	enLLes	
Making	it	easy	to	
change	behaviour,	
policy	etc	
Tracking	and	managing	
business	performance	
over	Lme
Underwri(en	by:	 Presented	by:	
But	digital	transforma(on	creates	new	kinds	of	demand	
“We need
‘test-and-learn’
platforms”
“We need
bridging
strategies and
platforms to
harden
innovations”“Fail fast, scale
fast”
“We’re
carving out
budgets with
different
spending
parameters”
“We can’t
accept
business-as-
usual”
Underwri(en	by:	 Presented	by:	
A	tale	of	two	pioneering	banks	
§  Large	Portuguese	bank	pursuing	radical	
digital	programme	–	transforming	
processes	to	‘all-digital’	model	
§  Created	a	home-grown	framework	
enabling	business	teams	to	define	their	
own	workflow	applicaLons	without	help	
from	IT	
§  Performance	monitoring	and	audiLng	
§  1,200	processes	digiLsed	
§  ~70%	bank	employees	involved	in	digital	
processes	
§  IT	involvement	in	BPM	work	reduced	by	
70%	
§  Turkey’s	first	na(onal	bank	shi[ing	
process	improvement	across	SSCs	and	
branch	back-offices	
§  RaLonalising	>	500	processes	
§  IT	created	15	specialised	process	
applicaLons	for	the	most	complex	
§  A	generic	process	applicaLon,	used	by	
business	teams	to	shi[	from	‘Excel-over-
email’,	now	used	across	>200	processes	
§  SSC	headcount	reduced	by	300,	deployed	
to	customer-facing	and	sales	work	
§  Bank	grew	50%	over	3	years	with	no	
headcount	increase
Underwri(en	by:	 Presented	by:	
Thank	You	
Neil	Ward-Du(on	
MWD	Advisors	
www.mwdadvisors.com/automaLon-services	
@mwdadvisors
Underwri(en	by:	 Presented	by:	
Neil	Young	
CEO	
FlowForma	
Introducing	our	Speaker
Underwri(en	by:	 Presented	by:	
What	are	the	3	Key	Benefits	of	a		
No-Code	Pla_orm?
Underwri(en	by:	 Presented	by:	
Benefit	#	1	–	Project	Delivery	Success
Underwri(en	by:	 Presented	by:	
Benefit	#	1	–	Project	Delivery	Success	
In	summary…	
1.  No	long	specificaLons	
2.  No	More	Change	Requests	
3.  No	More	Failed	Projects	
4.  Minimal	Dependency	on	IT	
5.  Reduced	Projects	Costs
Underwri(en	by:	 Presented	by:	
Benefit	#	2	–	Time	To	Deliver	
“It’s	no	longer	the	big	beaLng	
the	small,	but	the	fast	beaLng	
the	slow.”	
—	Eric	Pearson,	CIO,		
InterConLnental	Hotel	Group
Underwri(en	by:	 Presented	by:	
A	Major	US	Healthcare		
Consultancy	Company	
Spent	training		
150	dev’s	on	a	
BPM	Pla^orm	24	Months		Source:	A	Low-Code	Manifesto	for	Speeding	up	BPM	Ini(a(ves	–	Forrester	2016
Underwri(en	by:	 Presented	by:	
500,000+		
Members	
Implemented	Online	Coach		
Veung	Process	Within		
	
4	weeks
Underwri(en	by:	 Presented	by:	
BUSINESS	PROCESS	ENABLEMENT	
	
New	World:	
	
•  Low	Cost	Recurring	Price	
Model	
•  1-2	Days	Training	
•  Test	and	Learn	Delivery	
•  Hybrid,	Cloud	
	
THE	NEW	WAVE	
NO	CODE	BPM	
	
New	World:	
	
•  No	code	
•  Low	cost	recurring	price	model	
•  1-2	days	training	
•  Test	and	learn	delivery	
•  Hybrid,	cloud	
	
Old	World:	
	
•  IT	Dependency	
•  Up-front	high-cost	licence	
•  2-3	weeks	role	based	training	
•  Waterfall/agile	delivery	
•  On-premise
Underwri(en	by:	 Presented	by:	
Benefit	#	3	–	Op(mise	Your	Workforce
Underwri(en	by:	 Presented	by:	
FlowForma	Webinar	I	Waking	Up	the	Sleepy	World	of	BPM	with	a	Low	Code	
SO,	WHO	DO	YOU	NEED?	
	
Ci(zen	Developers/Process	Owners	who:	
	
1.  Have	business	analysis	skills	
	
2.  Interface	between	IT	and	business	
3.  Understand	business	problems!
Underwri(en	by:	 Presented	by:	
What	are	the	3	Biggest	Challenges		
for	adop(ng	No-Code	Pla_orms?
Underwri(en	by:	 Presented	by:	
Challenge	#	1	–	Culture
Underwri(en	by:	 Presented	by:	
Challenge	#	1	–	Culture
Underwri(en	by:	 Presented	by:	
Challenge	#	2	–	Percep(on	
	
“The most common objection to low-code platforms that we hear is
that they can’t scale to support broader enterprise requirements.”
Source: A Low-Code Manifesto for Speeding up BPM Initiatives – Forrester 2016
Underwri(en	by:	 Presented	by:	
Challenge	#	2	–	Percep(on	
How	You	Solve	‘Not	an	Enterprise	Product’	Problem	
1.  Proven	Scalable	Architecture	
§  #	of	users	
§  MulLple	‘Environments’/Site	support	[e.g.,	move	from	UAT	to	Live]	
2.  Centralized	Management	Features	
3.  Scalable	Pricing	Model	to	Fit
Underwri(en	by:	 Presented	by:	
Challenge	#	3	–	Understand	the	Problems	They	Solve…
Underwri(en	by:	 Presented	by:	
Problems	Solved		
Product	Defects	Life	Sciences	
CerLficaLon	Audits	Professional	Services	
	
Policy	Renewals	Insurance	
Nurse	Re-validaLon	Healthcare	
New	Product	Development	
Tender	Award	Decisions	
Clinical	Trial	Decisions	
Grant	ApplicaLon	&	Decisions	
Change	Management	
New	Joiners	
Expense	Management	
CAPEX	Approval	
Complexity		
&		ROI
Underwri(en	by:	 Presented	by:	
Next	Steps		
FlowForma	5.0	-	The	BPM	Tool	for	Office	365	
Empowers	Users	to	Make	Informed	Decisions	
Watch	video	@	
h(p://www.flowforma.com/flowforma-latest-
update-5.0-demo-video		
Try	a	Free	Trial	
Discover	FlowForma	BPM	for	yourself	by	
signing	up	to	a	FREE	30	DAY	TRIAL	@	
h(p://www.flowforma.com/sign-up-for-a-free-30-day-
flowforma-trial
Underwri(en	by:	 Presented	by:	
Stay	in	Touch	
Neil	Young	
CEO,	FlowForma	
	
T:		+353	(0)1	5369	675	
E:		neil.young@flowforma.com	
W:	www.flowforma.com		
	
Your	
ques(ons		
are	
welcomed!
Want	more	
info	about	
DisrupLve	
BPM?		
Download	this	FREE	Lp	
sheet	from	AIIM’s	John	
Mancini
Underwri(en	by:	 Presented	by:	
AIIM	is	the	Community	for		
Informa(on	Professionals	
AIIM	believes	that	informa(on	is		
your	most	important	asset.		
Learn	the	skills	to	manage	it.	
	
Our	mission	is	to	improve	organizaLonal	
performance	by	empowering	a	
community	of	leaders	commi(ed	to	
informaLon-driven	innovaLon.	
	
Learn	more	at	www.aiim.org

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