Bus usiness iness Proce rocess ss Im Impr provemen ement using ‘Data - Driven’ Workflow and Ap Appr proval al Rout outing ing September 24, 2019
Agenda nda ➢ What is ‘Data - Driven’ Workflow and Approval Routing Technology? ➢ Mr. Sean Brown, IT Manager • Sales Quotes • Assembly Rework • Journal Entries • Month-end Closing ➢ Technology ‘Under the Hood’ (Mr. Frank Salesi, VP Solutions, ISS Group) Additional Technology Use Case Examples • ➢ The Future is Today! • JK Technosoft JV Partnership (Mr. Prabhu Jha, VP Strategic Accounts) • Roadmap
What is ‘Data - Driven’ Workflow and Approval Rou outing ting Technology? hnology? ➢ A layered technological approach to creating and directing a hierarchical list of people and/or groups that are part of a particular Process.
Why ‘Data - Driven’ Workflow and Approval Rou outing ting Technology? hnology? ➢ To satisfy not only ‘simple’, but ‘ complex ’ routing requirements SIMPLY . ➢ To provide the flexibility of creating a workflow and approval routing based on User Configurable Rules and any of the data associated with a Process.
Wha hat doe t does s eac ach h rou outing ting Layer co cont ntain? ain? ➢ The Layer # (position in hierarchy) ➢ The People/Groups that will be added to the Process hierarchy ➢ The Rules (conditions) that are tested upon a Process Form being submitted for routing ➢ Workflow Instructions ➢ Other …
What’s a Rule? ➢ Rules are User defined conditions, based on the data attributes associated with a Process , that determine the list of people and/or groups required to participate in the Process. ➢ Rules can be based on any and all of the data attributes associated with a Process.
Exam xamples ples of of Rule les ➢ Example of a simple PO Requisition Rule ➢ All PO Requisitions greater than $10,000* , John (CEO) or Joe (CFO) needs to approve Requisition ➢ Example of a more complicated PO Requisition Rule All ‘Expense’ Type* PO Requisitions greater than $10,000* for the following Cost Centers* (a,b,c,d) and for the Ohio or the Cleveland Plant* being Shipped* UPS or FedEx, OR the Project Code* begins with an ‘M’, OR the G/L Account Code* is >= 8000 and <= 8999, OR Supplier* is ISS Group, then Sam, Jane, John, and one member from the Accounting Group needs to approve Requisition * Data Attribute
Exam xample ple of of Act Actual al Rule le
Hie Hierar rarchy y ba base sed d on on re resu sults lts of of Rules les
Mr. Sean Brown IT Manager Sales Quotes • Assembly Rework • Journal Entries • Month-end Closing •
Us Use Cas ase e - Sa Sale les s Qu Quotes es
Sa Sale les s Qu Quotes s Be Bene nefits its ✓ Quote accuracy (Integration with QAD) ✓ Capturing Customer commitment (signature) in real-time ✓ Improved quote turnaround ✓ Improved pricing control ✓ Process standardization ✓ Global quote visibility
Us Use Cas ase e - Ass ssem embly bly Rewor ork TM
Us Use Cas ase e - Jou ournal rnal Ent ntries ries TM
Us Use Cas ase e - Mon onth th-End End Clo losin sing Closing Categories • Pre-Close Activities • Account Reconciliations (with Drill Downs) • Journal Entries • Quarterly and Semi Annual Activities • Year End Activities • Consolidation • Financial Reviews • Financial Reporting
Technology ‘Under the Hood’ Mr. Frank Salesi VP Solutions, ISS Group
Us Use Cas ase e – Budg dget et Requ quest est TM
Us Use Cas ase e – Che heck k Vou ouche her TM
Us Use Cas ase e – Cust stom omer er Cre redit dit Li Limit it TM
Us Use Cas ase e – Emplo ploym yment ent Requ quisiti isition on TM
Us Use Cas ase e – QA QAD New It New Item Add Add TM
Us Use Cas ase e – PO O Requisitions PO’s
De Demo o PO R O Requ quisi isition tion App pproval al via ia eMai ail Approve/Reject directly from email
Technology ‘Inside’ - ‘Misc.’ Workflows & Approvals * TM - PO Requisitions - > PO’s * TM TM - Sales Quotes -> Sales Orders * * Real-time integrated with QAD
The he Futu ture re is is Tod oday! y! www.JKTech.com Mr. Prabhu Jha VP Strategic Accounts, JK Technosoft Joint Venture with ISS Group ➢ Enhance ISS Group Solutions Functionality • Bring Next-Gen Technology offerings to the • QAD Community
Digital @ JKT Analytics Blockchain Artificial intelligence Internet of Things Machine Learning, Deep BI, Advanced Analytics, Self Ethereum, Hyperledger, IoT Platforms (KAA), Learning, NLP , Multichain, Custom Service BI, Data Value chain Android Things, Recommendation, Microcontrollers, Sensors Predictions UX DevOps AI Chatbots RPA User Experience, User CI/CD, Environments, Customer Services, Sales, AA, Kryon, UiPath Interface, Engagement, Cloud, Source Control Support (Enterprise RPA platform Collaboration Strategies, Monitoring, and IQ Bots) KTLO Digital Lab Co-creation, Thought Leadership, R&D, POC
Roa oadm dmap ap Mobile Functionality ➢ New Responsive Design for improved UX ➢ Pre-built Process Forms Libraries ➢ Finance ( Budgets, Journal Entries, Closing Activities, ... ) • Material Management ( Purchasing, Scrap, Unplanned Issues, … ) • Sales ( Quotes, Expense Requests, …) • HR ( Employment Requisition, Vacation Requests, …) • ??? ( Send us your suggestions and if any of your suggestions are ➢ put into the product we’ll send you a $50 Visa Gift card! ) Send suggestions to fsalesi@issgroup.net
Copy of f Pre resenta entation tion A download of this presentation is available on the ISS Group Blog page at: www www.IS .ISSGr SGroup oup.c .com/ne om/news ws
Qu Questions? stions? Contact Andy Weinstein at: awein inst stein ein@issgr @issgroup.ne oup.net Th Thank ank You ou!
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