1 BPM Workflow Solutions Powered by 1

1 BPM Workflow Solutions Powered by

1 1 1. About Us 2. Why BPM? 3. Process. Maker 4. Product Features Overview 5. Appendix

1 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 Process. Maker Enterprise and Community editions Over 100 commercial customers including several Fortune 100 companies Over 140, 000 downloads Support for 15 Languages Source. Forge. NET Community Choice Awards Best commercial open source project Best visual design

1 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.

2 1. About Us 2. Why BPM? 3. Process. Maker 4. Product Features Overview 5. Appendix

2 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

2 Why BPM? Where to apply BPM Admin & Finance Operations & IT • Credit Application • Claims Forms • Purchase Request • • Marketing & Sales • • • Funds Usage Request Collateral Approval Contract On-Boarding Special Pricing Approval Contract Production and Management Help Desk Engineering Change Request RMA Access Authorization Inspection Forms Survey Forms ITIL Processes Government • • Licensing and Permitting Managing Correspondence Certifications Online RFQ and RFPs Human Resources • • Benefits Administration Employee On-Boarding Employee Off-Boarding Hiring Education • Student On-Boarding • Curriculum Management • Tenure and Promotion

2 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

3 3 1. About Us 2. Why BPM 3. Process. Maker 4. Product Features Overview 5. Appendix

3 Process. Maker Benefits Process. Maker 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

3 Process. Maker 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

3 Process. Maker Selected Customers Telecom & Technology Industry Government & NGOs Education Financial Services

3 Process. Maker Success Stories Bista Results Solutions ü 6 processes implemented for Financial BU ü $85, 000 annual savings ü 4, 000 hours annual savings “Process. Maker 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

3 Process. Maker Success Stories 4+ Business Solutions Results ü Increased control and visibility of its processes. ü Decreased approval times and learning curve for new users ü Increased efficiency ü Streamlined processes, and has more near completion, less errors. "With Process. Maker 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

3 Why BPM? Bridging Department & Application Gaps ERP Pro aker M cess Legacy Software CMS CRM aker s. M s e Proc DB 2 SQL Oracle My. SQL Customers Partners Suppliers

3 Process. Maker 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

4 4 1. About Us 2. Why BPM? 3. Process. Maker 4. Product Features Overview 5. Appendix

4 Process. Maker Technology Partners Industry-leading partners

4 Process. Maker 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

4 Process. Maker System Architecture Cross Browser - PDAs Process. Maker SOAP WS - Reliable WS - Security LDAP Active Directory Send. Mail Rbac WSO 2 MAIL Rbac PHP Mailer 3 rd Party Libraries Open Mail Gulliver PROPEL PHP Apache Linux / Windows My. SQL Postgre. SQL Server, Oracle, etc

4 Process. Maker 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.

4 Process. Maker Third Party Integrations MASHUP PATNERSHIPS

4 Process. Maker Community & Enterprise Edition Features Process. Maker Editions Process. Maker Community Process. Maker Enterprise Cloud Process. Maker Enterprise On Premise Licenses, Support & Warranty Community Forum Support Clustering Configuration Support Indemnity and Warranty N/A Multi-tenant Architecture Support N/A Professional Support Packages 24/7 Support Coverage * AGPLv 3 Core + AGPLv 3 N/A Commercial License Source Code Access N/A Advanced LDAP & Active Directory Sync License BPM Features Pentaho™ Plugin for Embedded Reports, Dashboards, and Data Analysis Pentaho™ Server for Reporting and Analyzis ** Multiple Custom Calendars Enterprise Backup and Restore Manager 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 Multi-tenant Management Console N/A

4 Process. Maker 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

4 Product Features Overview User-Centric Interface Participate Inbox Dashboards Form-driven processes Automatic notifications Document management 100% Web-based interface

4 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

4 Product Features Overview Custom Calendars

4 Product Features Overview Advanced LDAP and Directory Synchronization

4 Product Features Overview Skinable Architecture

4 Product Features Overview Web Portal for External Users

4 Product Features Overview Adhoc Reporting & Dashboards

4 Product Features Overview Multi-tenancy

4 Product Features Overview Web Services API

Thank you for your time. Brian Reale brian@colosa. com www. processmaker. com Questions are welcome.

5 5 1. About Us 2. Why BPM? 3. Process. Maker 4. Product Features Overview 5. Appendix

5 Process. Maker Community & Enterprise Edition Features PM Editions Process. Maker Community Process. Maker Enterprise Cloud N/A N/A AGPLv 3 N/A N/A Process. Maker 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 AGPLv 3 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 Easy. Doc™ 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 * 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

5 Appendix Sample Process Linking