The Platform for a BetterRun Business

1
The Platform for a Better-Run Business
2
Stan Szeto, Sales EngineerChuck Pendell, Senior
Vice President of Sales
3
What is an Electronic Form?

• Scanned image?
• Website?
• Contents on a website?
• HTML Fill and Print form? (Blue Cross
  enrollment)
• Email message?
• Fax?
• E-mail Receipt Acknowledgement (AOL or MS
  Exchange)
• Acrobat Reader Form?
• HTML Page with Tags to other pages?
• HTML Page which gathers data for export into
  other computer applications?
• Automatically generated bank statement?

4
Electronic Form Definition
5
Gartner Group

• The E-form is an automated and interactive
  template for capturing, processing, displaying
  and creating output from defined sets of business
  data.
• Integrated E-form management (IEFM) is a system
  for creating and administering E-form
  applications while leveraging installed database,
  messaging, document management and workflow
  infrastructures.

6
Evolution of the 500,000 Business Forms Budget
1980
1990
2000
2005
Snap-a-part Forms 50,000 Continuous Forms 250
,000 Cut Sheet 75,000 Stock Tab 50,000 Envelo
pes Labels 50,000 Specialty 25,000
Miscellaneous Forms 125,000 Cut Sheet 150,000
Envelopes Labels 25,000 Specialty 100,000 E-
forms Technology 100,000
Miscellaneous Forms 50,000 Cut
Sheet 100,000 Envelopes Labels 25,000 Specia
lty 100,000 E-forms Technology 225,000
Snap-a-part NCR And Carbon Forms 175,000 Contin
uous Forms 175,000 Cut Sheet 50,000 Stock
Tab 50,000 Envelopes Labels 50,000
Introduction of Workflow and Document Management
Introduction of the LAN
Internet Bubble Burst
Continued technology evolution
7
Evolution of Process the arrival of the
Electronic Form
First, there were
Company processes kept in notebooks
predominantly manual.
- -
Forms that drove process interactions
8
The Opportunity

• The forms may have moved online, but the
  processes have not.
• No one has been able to figure out a way to move
  the processes online as easily as they can build
  an electronic form.
• Manual processes may be tough to monitor and
  enforce, however, companies do not need
  programmers to change them
• The e-form costs may be lower, but the process is
  still expensive
• Filling out a form still costs companies between
  30 and 150 per instance
• While the forms market is still 22 billion
  annually, the amount spent by business on process
  is over 360 billion per year.
• The economics are bigger
• Instead of thinking about 0.01 - 0.05 per
  instance of a process, think about 1 or 10 per
  instance of a process

9
Who is using this approach to electronic forms
for their business?

• 14,000 employee, 5 B per year company
• Complex New Customer Setup solution
• Contains 18 separate forms
• Will touch 3,000 employees in multiple
  departments, including the president of the
  company

Deep, complex application
10
Building an eForm Process is Just Like Building a
Form

• Forms and Systems Analysts use the same
  methodologies to design forms or to move the
  process online The form is the process

Inputs are validated to remove the chance of
errors
Free-form fields are replaced by pre-populated
pull downs
Calculations are completed automatically
Can add help and information
- PURCHASING -
Approval cycle is driven by form inputs
- ACOUNTING -
- FULLFILMENT -
- WHAREHOUSE -
11
Slide the form onto the Screen
Requirements for success? Deployment
Environment Process management,
routing Connections to existing ERP systems
Sales
Operations
Finance and HR
12
Hundreds of electronic forms processes within
an enterprise

• HR Related Requests
• New employee setup
• Change of employee status
• Employee review, MBOs
• Time off requests
• Benefits sign-up
• Medical claims
• IRS (W4, I9)
• Training request
• Tuition reimbursement
• Direct deposit, ESPP
• 401k Enrollment
• Medical, insurance enrollment
• Regular employee requisition
• Contingent employee requisition
• IT Related Requests
• Help desk request
• Email account setup
• Security access to systems

• Administrative Requests
• Time cards
• Capital purchase approvals
• Purchase request
• Signature delegation
• Expense reports
• International expense reports
• Supply request
• Travel authorizations
• New vendor approvals
• Cost center maintenance
• Facility Requests
• Project approvals
• Facility work orders
• Office moves
• Telephone changes
• Temp Employee Badges
• Parking pass request
• Product Development

13
Sample Solutions
14
What companies are competing for this business?

• Electronic Forms Market
• Accelio (Acquired by Adobe Systems)
• Cardiff
• Enterprise Application Integrators
• Vitria
• TIBCO
• Large Software Vendors
• Microsoft
• Adobe
• Enterprise Resource Planning Systems
• SAP
• Peoplesoft
• Siebel
• Lawson Software
• JD Edwards

15

• Document Management/Suite Vendors
• OpenText
• FileNet
• Documentum
• Hummingbird
• Workflow Vendors
• Staffware
• Ultimus
• Filenet
• Plexus
• Action Technologies
• WHY IS EVERYONE PURSUING THE MARKET?
• MORE IMPORTANTLY, WHY ARE THEY FAILING?

16
Typical Points of Failure

• Lack of understanding of the real process
• Lack of understanding of WHY? there is a
  process
• Lack of communication concerning process and
  retention rules within the organization
• Lack of technology which can address the process
  and eforms requirements on an enterprise basis
• Business changes such as
• Budget cuts
• Mergers
• Downsizing
• Reorganizations
• Competitive threats
• Key project employee turnover

How are the corporate records managed?
17
The Movaris Solution
Movaris Process Builder
18
Deploying an Online Process
Build Background

• Either print existing background to PDF
• or -
• Build a new background using any publishing tool
  and print to PDF

19
The Process Interface
Movaris toolbar adds routing capabilities
process agnostic features
20
Starting a Process

• John decides to start a Sales Contract Approval
  process.

Selecting the contract approval process launches
the process UI, a.k.a. the form that starts that
process.
21
VP Sales Receives a Notification
VP of Sales gets notified via email and has the
process added to his inbox.

• Messages show up in his corporate email
• Even without access to email, to dos are
  tracked in dashboard

22
John is Able to Track the Process Progress
23
Once Approved, John is Notified, Data is Stored
John receives notification that the process is
complete

• John receives an email notifying process
  completion may include process data
• The process moves from the Submitted Processes
  folder of the website to the Closed Processes
  folder
• John can see the final, approved process

24
In conclusion.

• Though many people think of electronic forms
  differently
• The E-form is an automated and interactive
  template for capturing, processing, displaying
  and creating output from defined sets of business
  data.
• The electronic forms market continues rapid
  expansion, due to
• Quality initiatives
• Digitization initiatives
• Technology and network investments
• Technology advances
• There are hundreds of forms and processes which
  can be automated
• There are many software and solution vendors in
  this marketspace
• Electronic forms vendors
• Workflow vendors
• Document management vendors
• To succeed in implementing electronic forms,
  companies and vendors need to better understand
  processes and legal requirements centering around
  the forms.

25
Open Discussion

• Ideas or questions?