SEA
- Manuel Navarro (Unlicensed)
- Eugenio Sarritzu Abreu (Unlicensed)
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
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
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
Document | Link |
|---|---|
Architecture | https://docs.google.com/presentation/d/1RkNuRMIadjcvrQXocNqj3K1mjDCxc-Wis-4doxWL3uI/edit?usp=sharing |
Security FactSlide | |
HECVAT | |
Business continuity and disaster recovery plan | https://drive.google.com/file/d/1-grh9DRKIMsYId1fRc8Fua4XdPECURnW/view?usp=sharing |
Incident management policy | https://drive.google.com/file/d/1XBPr1hiUgmVECSXxIRnX1m1PyF4hqieH/view?usp=sharing |
Vulnerability and penetration testing management policy | https://drive.google.com/file/d/12Jmh1PBtW4LI-iK8RZ908t8oVZSxqd88/view?usp=sharing |
Change management | https://drive.google.com/file/d/1D9U3z7ZN4kKLbvL0Og0o8nnq29ueDCc9/view?usp=sharing |
Information security management | https://drive.google.com/file/d/1loNjRjvmqQ6wK9UUt0TRMTSUWsz4UNIW/view?usp=sharing |
SOC2 | https://drive.google.com/file/d/1iwnfHqqy3cxksBs4HZpNJXyWwDvIS1HW/view?usp=sharing |
Vulnerability and penetration testing management policy | https://drive.google.com/file/d/12Jmh1PBtW4LI-iK8RZ908t8oVZSxqd88/view?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: