New BMI App p r p o r va o l va Process April 3, 2017

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1 New BMI Approval Process April 3, 2017

2 Benefits Simplified workflow There are less steps required with fewer button pushes Greater Flexibility There is increased flexibility to make changes to data fields without Revising the quote and potentially needing to get the quote re-approved Latest Technology from Oracle This brings Carestream up to the latest technology coming from Oracle and improves the overall reliability and supportability of the BMI application

3 What is the same Same approval triggers / Same approval roles The same people will be approving your quotes for the same reasons as they are currently Same general process KAM/AE s Request Approvals Approval Requests are sent via to the Approver The Approver reviews the request and either Approves or Rejects KAM / AE receives notifying them of approval or rejection

4 What is different Looks different There is a new simplified layout Fewer mouse clicks We have combined the Approvals Buttons and the Submit to Customer button into one button, the Submit for Approvals button. There is no longer a Submit To Customer button or Submitted to Customer status When your quote is Approved you are at the end of the workflow Approval workflow is more visible Approval notifications and approvals are now visible on the approvals tab It will be easier to read through the Approvals History especially for quotes with multiple approvals Easier to make changes to your Approved quotes Quote Type, Customer Address, etc, are now editable in the Approved status

5 Old Format

6 New Format

7 Only one approval workflow We have now combined the Approval buttons with the Submit to Customer button. There is now only one button for approvals, the Submit for Approval button, that takes the quote through the entire approval workflow. This is similar to the Get All Approvals button). You no longer need to then also click on the Submit to Customer button.

8 Only one approval workflow When your quote is completed, and you are ready to send a Final quote to your customer, you will always need to click on the Submit for Approval Button, whether or not an approval is required. This is required to transition your quote to Approved status You will not be able to print a Final quote unless your quote is in Approved status. (This is similar to the old approval process where the quote needs to be in Submitted to Customer status to print a Final quote.)

9 No Approval Required If no approval is required then you move right into Approved Status. This is the end of the workflow. You no longer need to click on Submit to Customer and there is no longer a Submit to Customer status. Your quote will need to be in Approved status in order to print a Final quote.

10 Approval Required If the quote requires approval, a Submit Comment dialog box will automatically pop up for you to enter your justification for approvals. You will not need to enter your initials or the date in your documentation as this will automatically be added to your comments

11 Approval Required Comments Entered in to the Submit Comment dialog box will show up in the Approval History matrix along with your name and the date. The Submit Comment dialog box replaces the Reason dialog boxes that previously appeared under the Technical Approval and the Business Approval sections

12 Approval workflow is more visible Approval workflow is readily visible. It is easy to track the approval status. Multiple revision are easier to understand. You no longer need to enter initials and dates in your comments.

13 Easier to Make Changes The Quote Type and the Submitted to Customer Date fields will now remain editable in the Approved Status. You will no longer need to Revise your quote to make changes to these fields

14 Easier to Make Changes Customer fields are also editable in the Approved Status. You no longer need to revise quotes to change customer information.

15 Transition Process Quotes that are currently in the middle of the approval workflow using the legacy process will finish the approval process using the legacy workflow What this means that during the transition process you may see quotes that were approved using both the old process and the new process If quotes are Revised and need another approval then they will automatically switch over to the new approval process

16 Transition Process Comments from Legacy Approvals will still be visible when using the new Approval process. They will appear below the new Comments Block. So you will still have visibility into all of the comments for the life of the quote.

17 Support If you have questions or concerns regarding the new approval process please log a BMI case in SFDC. The BMI Support Team will be watching closely and will provide support as soon as possible.