Thought Leadership Series

July 30th, 11:00am EASTERN

Today’s most critical business processes extend beyond well-structured, predictable patterns supported by transactional systems and demand a more holistic, flexible approach. Successful management depends on multiple workflows, people, documents, data, systems and business rules. These now widely recognized facts underscore why there is today such a strong and growing interest in Case Management.

Yet Case Management solutions must be built on platforms that provide frameworks that help accelerate time to market. They must enable organizations to quickly and easily adapt to change driven by both internal strategy and external drivers, such as evolving regulatory and compliance requirements. Case Management must not be a hindrance to change, but should be a leverage point for adaptability.

This fast-paced, informative webinar presents both the opportunities and challenges with Case Management – both best practices to follow and pitfalls to avoid. Also presented will be how organizations today are currently leveraging BPM-based Case Management and case-style work to solve their business problems and how Case Management Frameworks (CMF) are paving the way to customer success. This will include an overview of general market trends and directions, as well as a specific spotlight on the Appian Case Management Framework.

Watch Video

Evolution of Case Management Movie

Evolution of Case Management Movie

What You Will Learn:

  • The greatest threats facing any Case Management Initiative (and how to avoid them)
  • How to understand, evaluate and differentiate Case Management Frameworks and solutions
  • Why Case Management solutions require a different approach than traditional ECM and BPM
  • Five steps every successful Case Management initiative must take

About the Speakers

Jorge Sanchez, Appian
Jorge Sanchez is Appian’s Director of Product. His main responsibilities include product direction and evolution based on market needs, as well as product positioning. With nearly a decade focused on the BPM industry, he has strong technical skills and hands-on experience in medium to large scale projects and sales engagements. Jorge has been the lead BPM practitioner at organizations such as Sprint, Bank of the West, and Flowserve, helping them achieve and sustain process excellence. Jorge earned his Bachelor’s degree in Electronic Systems Engineering from Tecnológico de Monterrey and University of Pittsburgh.

Nathaniel Palmer, VP and CTO, BPM.com
Credited as one of the originators of Adaptive Case Management and rated as the #1 Most Influential Thought Leader in Business Process Management (BPM) by independent research, Nathaniel has the led the design for some of the industry’s largest-scale and most complex projects and Shared-services initiatives, involving investments of $200 Million or more. Previously he had been the BPM Practice Director of SRA International, and prior to that Director, Business Consulting for Perot Systems Corp, as well as spent over a decade with Delphi Group serving as Vice President and Chief Technology Officer. He frequently tops the lists of the most recognized names in his field, and was the first individual named as Laureate in Workflow. Nathaniel has authored or co-authored a dozen books on process innovation and business transformation, including “Intelligent BPM” (2013), “How Knowledge Workers Get Things Done” (2012), “Social BPM” (2011), “Mastering the Unpredictable” (2008) which reached #2 on the Amazon.com Best Seller’s List, “Excellence in Practice (2007), “Encyclopedia of Database Systems” (2007) and “The X-Economy” (2001).

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