Step Beyond CRM

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Step Beyond CRM

• Mark Mader
• Onyx Senior VP of Global Services

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Onyx Software Corporation

• Over 1,300 customers
• A decade of customer management innovation
• 1 in customer satisfaction of on-premise
  vendors
• 1 in CRM maturity reflects deployment
  sophistication
• Provider of enterprise Customer Management,
  Process Management, and Performance Management
  solutions

Gartner
Everyone at Mellon believes in Onyx for the
present and as a continual long-term
investmentTim Tully, CIO, Mellon Private
Wealth Management
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Onyx Customer Process Categories
Execute and Manage
Capture and Centralize
Customer
Analyze and Adjust
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Onyx Product Portfolio
Customer
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Onyx Process Manager Lowers TCO
Process Management Lifecycle
Ongoing Process Management and Improvement
Initial Process Project
Other Approaches
OPM

• Faster Execution, Speed to Value
• 70 Lifetime Cost Savings

It takes at least 4 iterations to get a process
right. Often times it takes up to 7.
- Forrester Research
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Four Areas of Onyx Process Management
Process Design
Forms Design
Business Rules
Integration
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Four Areas of Onyx Process Management
Process Design
Forms Design
Process Design
Business Rules
Integration
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Process Library
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Four Areas of Onyx Process Management
Business Rules
Process Design
Forms Design
Business Rules
Integration
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Four Areas of Onyx Process Management
Integration
Process Design
Forms Design
Business Rules
Integration
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Four Areas of Onyx Process Management
Forms Design
Process Design
Forms Design
Business Rules
Integration
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Key Takeaways

• BPM is Broadly Relevant
• Competitive landscape requiring enterprises to
  quickly create, maintain, and adjust complex
  processes
• Enterprise software clients want greater
  flexibility, more capabilities, at a lower cost
• Solution governance is expected and with BPM,
  manageable
• BPM is an Enterprise System
• Enterprise systems require initial and on-going
  integration with existing systems
• Onyx Process Management (BPM) is pre-integrated
  with the Onyx Customer Management product
  portfolio, saving you time and project investment
  while reducing risk
• Onyx Process Management toolset serves as
  configuration vehicle for Onyx Customer
  Management as well, thereby reducing the number
  of toolsets that need to be mastered by already
  stretched IT professionals
• BPM Improves Operational Efficiency
• Ability to create and adjust rules and processes
  at fraction of traditional costs
• Participation of business analysts in project
  delivery and solution refinement
• Makes the powerful capabilities of enterprise
  applications readily consumable

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Q A