CFO SUMMIT SERIES – PROCESS AUTOMATION WEDNESDAY, FEBRUARY 15, 2012

To share knowledge and information

To showcase various topics, with the help of subject matter experts

Provide a forum for networking and new perspectives to the CFO community

Introductions

Grantley Smith – Application Automation

Neelesh Mistry - SharePoint

Blair Hicken – Enterprise BPM

Questions

Established in 1988

We are a business consulting company specializing in solutions for the office of the CFO

Our Vision: Build long term relationships by providing value and earning trust

Why Should You Care About

Process Automation?

Efficiency less time spent on mundane tasks

manage by exception

Visibility management can see staff’s progress, makes planning easier

and ensures completion

Consistency in following process, makes it easy to hire and train new staff

Satisfaction retain customers and staff

Compliance nothing falls through the cracks

Print from your Windows

application

to Spindle Professional

What is Spindle Professional?

Business Collaboration Platform

Report filled out and uploaded to server

Send to manager(s) for their approval

If successful, reimburse the expenses

Out-of-Box

Workflows

• Ready to use

• Common

approval

scenarios

Out-of-Box

Customization

• Association

and initiation

settings

• Modify logic

in SharePoint

Designer

• Design forms

in InfoPath

Custom

Declarative

• Start from

scratch or

from existing

• New actions

• Task process

framework

• More types of

workflows

Custom

Activities

• Encapsulate

custom code

in new action

• Deploy in full

or partial trust

(as user code)

Custom Non-

Declarative

• Import

solution into

Visual Studio

• Advanced

modeling

• Hook up

workflow to

events

LOB

Integration

Industry

processes

Visual Studio 2010

Workflow Software Development Kit

Biztalk Server

co

mp

lex s

imp

le

Pro

fessio

nal W

ork

flow

Pow

er E

nd

Develo

per D

esig

ner U

ser U

ser

Forms-based Actions

Email Notifications

Task Assignments

Document processes

Reviews

Weekly status reports

Custom Workflows

Service Requests

Asset Management

ISV Solutions / 3rd Party Add-Ons Embedded Workflow

Designers

Workflow

Engines

Case

Management

Frameworks

Rounting

Serial or parallel workflows

Approval workflows

Feedback Workflows

Office Server capabilities

List Management

Publishing Processes

Monitoring or Validation

TRACKING

Issue Management

Status monitoring

Out-Of-The-Box

Workflows

SEQUENCE

SEQUENCE

©2009 Microsoft Corporation. All rights reserved. Microsoft, Excel, Groove, the Microsoft logo, SharePoint, and Your potential. Our passion are trademarks of the Microsoft group of companies. The

information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market

conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation.

MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

With business processes

automation you can

enable a full process to

strategize, execute,

monitor, and constantly

improve your business

processes & performance

Human Resources

•Time Card Processing

•Expense Report Processing

•Payroll Processing

• First Day/Last Day Management

•Recruitment Process

•Hiring & Orientation

• Succession Planning

•Benefits Administration

•Performance Review

Finance

•Requisition Management

•Capital Expenditure Tracking

•Employee Expense Management

•Regulatory Document Management

•Property Tracking/Accounting

• Internal Audit Process

•Claims Liquidation Processing

•Check Request Processing

•Real Estate Management

•Asset & Knowledge Management

Sales & Marketing

•Account Management

•Claims Processing

•Product Launch Management

•Product Lifecycle Management

• Installation Management

• System Enhancement Management

•Customer Acquisition

• Sales Planning

•Distribution/VAR Management

•Global Product Development Management

•Publicity Management

Customer Management

• Service Agreement Management

•Professional Service Management

•Warranty Management

•Call Center Service

•Repair Planning Management

•Customer Lifecycle Management

• Sales Channel Management

• Inventory Management

• Service Fulfillment