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SEA

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

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.

https://docs.google.com/document/d/1dEJe_FLwEdoyQBO8kUgEQ8AxmRyk7OyrY29NYhsk94Q/edit

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

https://pm-sales-engineering.s3.amazonaws.com/SuperBank2022/index.htm

Commercial Account Opening Solution

https://processmaker.atlassian.net/wiki/spaces/SE/pages/2779250702

Stop Payment Form

Debit card application

Written Statement of Unauthorized Debit

https://processmaker.atlassian.net/wiki/spaces/SE/pages/2950168639

https://processmaker.atlassian.net/wiki/spaces/SE/pages/2950168652

https://processmaker.atlassian.net/wiki/spaces/SE/pages/2948923559

 

Global Banking

https://processmaker.atlassian.net/wiki/spaces/SE/pages/2885779470

https://processmaker.atlassian.net/wiki/spaces/SE/pages/2885779457

University

Change of Major (aka Academic Program)

Change of Grade

Employee Termination

https://processmaker.atlassian.net/wiki/pages/resumedraft.action?draftId=2828763137

https://processmaker.atlassian.net/wiki/spaces/SE/pages/2859499622

Late Add or Drop Class - DNU

Declaring a Major or Second Major

Course Approval

https://processmaker.atlassian.net/wiki/spaces/SE/pages/2859499642

https://processmaker.atlassian.net/wiki/spaces/SE/pages/2873360385

https://processmaker.atlassian.net/wiki/spaces/SE/pages/2878996502

https://processmaker.atlassian.net/wiki/spaces/SE/pages/2879062017

https://processmaker.atlassian.net/wiki/spaces/SE/pages/2878832641

 

 

Platform

Vendor Onboarding Process

Purchase Order Process

Employee Termination

https://processmaker.atlassian.net/wiki/spaces/SE/pages/2873360385

https://processmaker.atlassian.net/wiki/spaces/SE/pages/2878996502

https://processmaker.atlassian.net/wiki/spaces/SE/pages/2879062017

https://processmaker.atlassian.net/wiki/spaces/SE/pages/2878832641

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:

https://drive.google.com/drive/folders/1n8jFD6NHjy7ODNPbI0vDroWU-AgNXUK5?usp=sharing

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:

https://docs.google.com/presentation/d/1o-m7B75q1HERzAs_9HgHreNuZLVrzfOpytUosC64A8E/edit#slide=id.g100eab31335_0_0

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