A joint development project between Metastorm, Process Mapping and Interwoven
with Process Mapping providing the Metastorm BPM consulting services for a global
network of professional firms. |
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This case study reviews a joint development project between Metastorm, Process
Mapping and Interwoven with Process Mapping providing the Metastorm BPM
consulting services for a global network of professional firms providing Audit, Tax,
and Advisory services operating in 144 countries and with more than 104,000
professionals working in member firms around the world. In Australia the client
operates nationally across 14 offices with over 300 partners and 4,000 people and
has achieved a significant track record in having successfully worked with most of
Australia's top performing organisations. |
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The client's 'Engagements' processing procedures had evolved over time from manual
to semi-automated processes that related to the creation, copying, checking and
processing of large volumes of documents. When the client identified that the
existing semi-automated processes could be improved, a decision was made to fully
automate the creation and processing of all 'Engagement' related content within the
organisation.
In order to achieve this, the following requirements were identified:
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Automate the population of the Interwoven Workspace directly from client
data initially recorded in SAP
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Automate the creation of the document Workspace based on Engagement
'Type'
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Automate the update of the Workspace with additions based on data
stored within the Workspace
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Automate the capture of client details from documents that were added to
the Workspace
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Create 'Wizards' to generate additional documents and set tasks as required
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Provide dynamic search capabilities using 'Dashboards'
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The tools selected were based on the Metastorm BPM and Interwoven platforms with
Process Mapping engaged on behalf of Metastorm providing the BPM and SAP
integration aspects of the solution whilst working in close concert with Interwoven.
The final solution has provided the following functionality:
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Server Side Integration
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Full server side integration with Interwoven, allowing the
Metastorm BPM Engine to create Workspaces, add
Folders and Documents to Workspaces and manage
access rights to all documents
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Client Side Integration
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Through the Metastorm BPM client and Worksite
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Engagement Setup
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Engagement Workspace creation directly from SAP,
passing all required data through the Metastorm SAP
Connector including Engagement and Deadline details
Retrieval of Engagement data from SAP to provide
confirmation through the process
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Workspace Template
Selection
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Wizards to allow dynamic creation of workspaces based
on captured data and user responses Autofill documents
with client data - Name, Address etc
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Workspace Update
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Populate the Workspace with these documents
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User Access to
Workspace
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Set the user rights for the Workspace
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Ad hoc Content
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Append 'ad hoc' documents as required via a Wizard that
adds data into documents automatically
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Engagement
Milestones Definition
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Set up all milestones for the engagement
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Tracking and Audit
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Automatically track all tasks for all milestones whilst
managing the lockdown review and audit stages
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Integration Requirements
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Seamless backend integration through Metastorm BPM
and Interwoven
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Dynamic Querying and
Dashboards
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Queries and dashboards to search for Engagements and
Documents
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Metastorm is the leading provider of business process management (BPM) software
for automating, managing and controlling business processes. |
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EPO Consulting is a Metastorm Alliance Partner providing solutions that allow
organizations to share data between applications in real time and automate core
business processes. |
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Process Mapping is an Australian company that has been providing Metastorm BPM
consultancy and software development for over six years, and has been involved in
many significant software projects primarily in Australia and the United States. |
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1. Document Management
