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Copyright 2008 Global 360, Inc. All Rights Reserved www.global360.com

Presentation of Success StoryRobert Lang

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About Carlson Marketing

• Specialize in Travel, Meeting and Event planning

• Travel Proposal Request – The Process• Managing the process

• Tracking the costs

• Calculating budgets

• Creative requirements

• Destination planning

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The Challenge• Time consuming, paper-based processes

• Difficult to aggregate information and ensure consistency in captured data

• Cumbersome to enforce form or data requirements

• Complex collaboration requirements between multiple departments and individuals

• Manual hand-offs between departments

• Complex approval process

• Difficult to quickly deliver proposals that meet all the needs of the customer

• Multiple and changing travel destinations

• Last minute changes

• Budget constraints

• Quick quotes

• Create a single solution across multiple departments, countries and languages.

• A need to utilize in-house IT for the administration, development, support and maintenance of the new system

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The Solution• Professional Services Engagement

• One week process discovery

• Presented the solution vision

• Converted their manual and paper-based Travel Proposal Request (TPR) process into an electronic business process management (BPM) system and automated the routing of all work requests related to the proposal process

• The solution utilized the following software:

• Process360 BPM software suite

• Workflow and User Interface applications

• Microsoft Office SharePoint Server 2007

• Intranet portal

• Microsoft Office InfoPath 2007

• Form creation and data gathering• Microsoft SQL Server 2005

• Data collection and reporting

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The Carlson Application

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InfoPath – Data Entry & External Lookups

External External LookupsLookups

StandardizationStandardization

Data EntryData Entry

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InfoPath - Calculations

Currency ConversionCurrency Conversion

ForecastingForecasting

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InfoPath – Views

Multiple FormsMultiple Forms

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SharePoint – Worklist Searching

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SharePoint – Custom Applications

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SharePoint – User Interface

ToolbarToolbar

Folder ItemsFolder Items

AttributesAttributes

NotesNotes

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SharePoint – User InterfaceCustom Editors

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SharePoint – Creating, Assigning & Notification Work

Email NotificationEmail Notification

Creating Work ItemsCreating Work Items

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Process360 - Maps

Folder MatchingFolder Matching

Form UpdatesForm Updates

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Process360 – Decision Routing

Sub RoutesSub Routes

Copy RoutingCopy Routing

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The Results

• Faster processing of proposal requests

• Better accuracy in data collection

• Greater elimination of rekeying of data

• Consolidation of data into a centralized database system

• Improved turn-around time by 29 percent

• 7 days to 5 days

• Reduction in the number of personnel required to process a request by 19%

• 27 people to 22 people

• Ability to identify and address bottlenecks in the process

• Dynamically reconfigure and reassign staff to optimize work

• The first of many projects that will utilize Global 360 suite of products