SEA

Getting to know SEA

The Sales Engineering Asset project aims to deliver assets to demo all ProcessMaker offerings and, streamline the construction of PoCs for prospects and customers.
Deliverables of this project will be shared with our partners (Resellers and OEM) as OnBoarding packages, to increment the adoption speed from our allies and increase leads in their sales funnel.
Assets available on the project are defined as screens, processes, connectors, scripts, external apps, videos, and documentation that will help to present our platform from the following perspectives:

Use case: An specific named process IE: Purchase Order, Account Opening.
Feature: A feature used in one or more processes IE: Connector library is available in Process A and B, Data model tool in Process B and C.
Vertical-related: A process that is available in a single branded instance for: US Banking, HE, Global Banking, and Digital Automation.

Processes will be delivered applying an agile approach, releasing new assets each 3 to 4 weeks. Project tracking and backlog is registered in the SEA Jira project.

How should I demo a sample process?

Although demo end to end ProcessMaker 4 will vary from a business audience to a technical audience, we have created a generic guide to show the platform for both audiences, covering all interest in a logical sequence we have proof in our most successful deals.
Bellow is a guide with demo tips to demo ProcessMaker with the most impact.

https://docs.google.com/document/d/1dxuz2snZCm3z6QdBIof9gya0rjMR4IVhd8ZCpQJQPhE/edit

Process Name	Summary	Video	Credentials

Process Name

Summary

Video

Credentials

Commercial Account Opening Solution

https://processmaker.atlassian.net/wiki/spaces/S/pages/2680160265

Stop Payment Form

Pending

What features are available and which process show it?

Some times prospects reach the sales team with a feature list instead of a use case, or bring to us a use case that is not exactly in our ProcessList but similar in features to other demo processes. Below a list of the feature list of PM4 next to the processes that uses the features. Here the sales can pick an chose a process to present the feature with a similar example.

Customizable Inbox
In-application notifications
Email notifications Mobile Custom filters Push notifications (Slack, SMS, etc) Actions by email ? Standard reporting ? Business activity monitoring (BAM) Advanced search ? SLA Management Advanced analytics & reporting ? Approvals by email ? Screen & script designer 100% RESTful API Standard reporting ? Custom themes Process templates Database tools Connector library Case Management Web portal builder Data model tool ? Custom packages Enterprise logging ? Single sign-on (SAML 2.0 & OAuth2) Auth0 Integration Directory services

Source: https://www.processmaker.com/products/pricing

Which sample processes per industry are available?

ProcessMaker divides their business in 4 verticals, below a list of each vertical and it’s process of interest

Industries	Processes

Industries

Processes

Banking USA

Global Banking

University

Platform

Security and Infrastructure helpers

All prospects step into security and infrastructure questions anytime in the sales process. Policies, factslides and questionnaires can be found here:

Drive:

Document	Link

Document	Link
Architecture
Security FactSlide
HECVAT	LITE FULL
Business continuity and disaster recovery plan
Incident management policy
Vulnerability and penetration testing management policy
Change management
Information security management
SOC2
Vulnerability and penetration testing management policy

Technology enablers

PM Instances

https://jamboard.google.com/d/1Ne7opUCdAj6di2-5b19Igcy-_2dAQhPmIvemJo2ajSg/viewer?ts=6275798d

STM access

How can I get a sample process in my instance?

Concept: