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Copyright 2008 Global 360, Inc. All Rights Reserved Presentation of Success Story Robert Lang

2 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

3 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

4 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

5 The Carlson Application

6 InfoPath – Data Entry & External Lookups External Lookups Standardization Data Entry

7 InfoPath - Calculations Currency Conversion Forecasting

8 InfoPath – Views Multiple Forms

9 SharePoint – Worklist Searching

10 SharePoint – Custom Applications

11 SharePoint – User Interface Toolbar Folder Items Attributes Notes

12 SharePoint – User Interface Custom Editors

13 SharePoint – Creating, Assigning & Notification Work Notification Creating Work Items

14 Process360 - Maps Folder Matching Form Updates

15 Process360 – Decision Routing Sub Routes Copy Routing

16 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