jhaEnterprise Workflow™ - Symitar

© 2017 Jack Henry & Associates, Inc.®

jhaEnterprise Workflow™September 27, 2017

Vance Nall, Technical Product ManagerSusan Griffin, Strategic Initiatives Analyst

2© 2017 Jack Henry & Associates, Inc.®

Announcement

Dates contained in this document are provided as estimates only and can be changed at any time at the sole discretion of Jack Henry & Associates, Inc.


IntroductionEnterprise Workflow


Workflow Management vs. BPM

BPM (Business Process ManagementAutomating actions or steps within a specific process or task

Workflow ManagementManaging the flow of work passedamong multiple people, products orprocesses


Break Down Obstacles of Change

Procedures interrupted by adding new layers of productsComplicated IT structure created by mergers and acquisitions (M&A) or regulatory changesIT may lack an understanding of business prioritiesLack of IT resources to automate processesStaff turnover and loss of process knowledge


Benefits of Workflow Automation

Smoother transition of new employeesEnhanced employee efficienciesDecreased input errorsImproved productivityReduced risk Enriched member experienceTracking of processAudit Log of all activitiesConsistency


jhaEnterprise Workflow™


JHA Strategy

jhaEWF

• Synergy• Episys• Synapsys• Product D• Product E

JHA Enterprise Solutions

jXchange Product SuiteSYMXchange Product SuiteXperience FrameworkEnterprise EventingEnterprise Notifications

Single Process Solution


• Do all your employees perform the same task the same way? • It is hard to track where your employees are on their tasks? • Are you confident you have mechanisms in place to protect

your credit union and employees on your processes?

Questions


jhaEnterprise Workflow™ Opportunities

New account opening

New product offerings

Employee onboarding/termination

Account maintenance

Rate changes

Change of name andaddress

Replace all CU

checklistsMany more!


Workflow Landing Zones

Workflow Administration

Workflow Monitor

Workflow Coverage

Workflow Queue

Workflow Definition

Workflow Search


jhaEnterprise Workflow Roles

Workflow Administrator

Workflow Author

Workflow Manager

Workflow Worker

jhaEnterprise Workflow breaks up the employees responsibilities into Workflow Roles. The Workflow roles provide the ability to provide or limit an employees access in the system.


Workflow Activity TypesActivity: Something either a person, or a server, completes. In other words, these activities are either automated or manual.

• Flow Activities• jXchange/symXchange• Email• External Applications• Data Query

Automated

• Manual ActivitiesManual


Integration Opportunities

ODBC DataSourceExternal Application

3rd Party Web ServiceWord FormsSymXchange

Xperience Plug-In


Other Nuggets with jhaEWF

o Episys PowerOn’s being worked on to start workflows from Episys


EWF Benefits

Streamlined

Consistent

Standardized

Distributed Work

Increased Efficiency

Auditing



ARCU Examples


Workflow Use Cases

W O

R

KF

L

O


Returned Mail Process

jhaEWF emails member asking

them to contact the CU with the new

address

Was the member’s address changed

two business days later?

Did Member Services get the

corrected address?

jhaEWF instructs the assigned

Member Services person to contact

member

Start potential fraud workflow

Was the member’s address changed

two business days late?

jhaEWFchanges the member’s

address in core

jhaEWF refiles image of the mail and ends workflow

Mailroom scans returned mail

item into Synergy ECM™

YES YES

NO NO NO


Scenario:

Wire Transfers

Credit Union

jhaEWF Workflow


Nightly Jobs Starting Workflows

Scenario:

GOODNIGHTBatch Files

jhaEWF


Accounts Payable Vendor Invoices

Scenario:

Managerapproval & routing

Synergy

• Check numbers• Pay date• Name of approving

manager


Affidavit of Cash Dispute

Scenario:

Risk Oversight

Account note updates


Garnishments

Scenario:

Operations Support

7 daysHuman

Resources

Testimonials


Credit Union Wide

“Currently, we have 123 active workflows and about 25 in production … Almost every department uses [jhaEnterprise Workflow™]. The Call Center uses it. Lending uses it for automated reports. Operations gets a huge benefit with efficient handling of wires and check offers. Mortgage. Finance. It’s used across the entire organization from the CEO to temporary help.”


Who is doing what?

“[jhaEnterprise Workflow™] users love being able to know who’s taking care of what process at any given time. They used to depend on email messages. Now everyone can see who’s got what task, and who’s done what.”


Audit! How big is it?

“Prior to [jhaEnterprise Workflow™], we spent a week preparing for an audit; finding forms, determining when forms were signed and dated, and so on … The time saved on audit trails alone is probably four hours per week, averaged over a year.”


How much time?

“With jhaEnterprise Workflow™, we’re saving 120 hours per month, at least. That’s with seven workflows, which includes some more complex ones and a few straightforward ones we did for the sake of consistency.”


JHA Marketplace


jhaEnterprise Workflow™

Releases 2016.0 & 2016.1


jhaEnterprise Workflow™ 2016.0

Events

• Listener service for events that subscribe to workflow (Synapsys®, core, etc.)

• Allows variables to be passed


Enterprise Event Service

What Is an Event?

An occurrence or happening of significance to a task or program, such as the completion of an asynchronous input/output operation


Enterprise Event Services and jhaEWF

Episys®

• Futures

Synapsys®

• Create a workflow from a Service Event Creation in Synapsys

• Create a workflow from a Service Event Modification in Synapsys



Plug-Ins

• Develop a model to support an Xperience™ plug-in

• Embed the plug-in within Xperience to maintain the standard look and feel

• Allow third parties to live in jhaEWF


jhaEnterprise Workflow™ 2016.0 Plug-In


jhaEnterprise Workflow™ 2016.0 Plug-In



Enhanced Search Capability

• Allow for saved searches• Assign saved searches• Populate variables into the

search



Auto-Pop

• Provide the ability to automatically display the next MA to the worker

• Uses Locked to Last distribution• Allows the worker to process

items quicker



Administrative Audit

Audits all the administrative activities in the jhaEnterprise workflow



Workflow Scheduler

Provides the ability to schedule workflows to start at predefined times and dates, and be recurring if needed



Workflow Design

Navigation

Added an outline navigation view to the Workflow Designer. Thiswill allow authors to jump to specific areas in the workflow instead of scrolling.


Demo


jhaEnterprise Workflow™ 2017 Candidates

Roadmap Items 2017


jhaEnterprise Workflow™ 2017 Candidate

Synergy eSign™

Integration

Provide integration with Synergy eSign, which includes the ability to pass a document from jhaEWFto eSign for signature



Remove Required

Task

Removes the required task functionality within a manual activity screen



Workflow Dependency Awareness

• Provides the ability to import a workflow definition and allow all the dependencies to be created if they are not present

• Provides easier workflow portability for sharing and exchange



Workflow Search Updates

Limits workflow search to display only publicly displayed variables



Workflow Due Date Updates

• Allows variable to set actions due date

• Allow timers to calculate per the actions due date


jhaEnterprise Workflow Case Studies


Questions

jhaEnterprise Workflow™ - Symitar

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