BPM Product Update & SOA (Anthony Ng) - IBM · © 2008 IBM Corporation ® BPM Product Update & SOA...

© 2008 IBM Corporation

®

BPM Product Update & SOA

Anthony NgIBM ECM Technical Sales Manager, Asia [email protected]

IBM Software Group | Information Management software

2© 2008 IBM Corporation

Where are your processes today?FACT: Any business activity belongs to some process, but it may not be recognized or treated as such

Packaged or custom apps– Costly to implement– Often fail– Difficult to change

Manual processes– Inefficient– Error prone

Lack of control, visibility, measurability



80% of Enterprise Data is Unstructured

Databases

• Billing statements• Claims images• Customer

correspondence• Mortgage docs• Contracts• Signed BOLs• Healthcare EOBs• Marketing collateral• Website content• Voice authorizations• Signature cards• Credit enrollments• Material Safety

Data Sheets• ISO 9000 docs• Plant schematics• Product images• Spec sheets

….and much more!



CRMERP Host

Enterprise Applications – Silos of Automation

Challenges

Change within a silo

Integration across silos – EAI

Adding new apps to leverage existing data & logic

Visibility across silos

ContentContentDBDBDBDB ContentContent



BPM Market Size & Growth

By the end of 2006, the BPMS market reached $1.7 B…and began to exhibit the characteristics of an early mainstream market; that is, it features proven technology, stable vendors, vendor consolidation and rapid user adoption.…the BPMS market will have a CAGR of more than 24% from 2006 to 2011.…BPMS will reach $5.1 B in total software revenue by 2011.

- Magic Quadrant for BPM Suites, 2007, Gartner, Dec. ‘07

By 2008, more than 50% of large organizations will use BPM.…40% of the Global 2000 will have initiated BPM programs to transform their management practices.

- Dataquest Insight: BPMS Software Market SizeForecast, Worldwide, 2006-2011, Gartner, Feb. ‘07



BPM Drivers & Benefits

Reduce manual, paper-based processingIncrease productivityEmpower business userImprove customer serviceGain process visibility and controlBecome more agile and stay competitiveEnhance collaborationBetter alignment of strategies & operations



BPM can help align strategies and operations

BusinessBlueprintBusinessBlueprint

BusinessStrategiesBusinessStrategies

BusinessOperationsBusiness

Operations

BusinessPerformanceBusinessPerformance

BusinessArchitectureBusinessArchitecture

ITArchitectureITArchitecture

Model people,info, processes,products, …

Model people,info, processes,products, …

Implementprocesses,rules, services,objects, …

Implementprocesses,rules, services,objects, …

Monitor,measureMonitor,measure

Optimize &Innovate



The BPM value proposition

Value to shareholders

and competitiveness

Stakeholders

Processmodeling

Processexecution

Knowledge

Efficiency

IT agility

Compliance &consistency

Processmonitoring Business insight

BPM adoption maturity Process

optimization Transformation

Workers, supervisors and managers CIO CFO CXO CEO

lower higher higher

lower

Customers and partners



BPM Trends, 2007-’08Content mgmt now a main requirement for BPM: Document & records mgmt to store, archive, index, pick & track all types of content -GartnerImportance of Content-centric BPM in a recessionary economy -ForresterMigration from templates to frameworks & BPM-enabled packaged apps to build process apps faster –ForresterBusiness-user driven BPM – flexible UI; enable business users to actively participate in process lifecycle -GartnerCompliance & regulatory mandates; e.g. SOX, Basel II, HIPAA -ForresterUplift from SOA: BPM-SOA synergy and increased adoption of composite and dynamic business apps. -Forrester



Source: BPM and SOA, Better Together, Paolo Malinverno, Janelle B. Hill, Gartner, Feb 2007.

BPM & SOA Better Together

“Organizations that align their BPM and SOA initiatives in 2007 will double their likelihood of

becoming an industry leader by 2011”

“…SOA and BPM initiatives…are more successful and the benefits are compounded when they are united”



Service

A repeatable business task – e.g.

check customer credit; open new account

SOA Basics

Service orientationA way of integrating your

business as linked services

and the outcomes that they bring

SOA

An IT architectural style that supports service orientation

Composite application

A set of related & integrated services that

support a business process built on an SOA



Key Benefits of SOA

Increased agility (responsiveness to business change)

– Build and change applications/services faster

Increased resource utilization, asset reuse– Expose IT resources as services

Consistent, progressive, and flexible implementation

Reduced integration and IT cost



CRMERP Host

From Locked Silos to Services to Orchestration

ECMServices

ECMServices

ContentContentContentContent



BPM, ECM, SOA: Build Content-centric Process Apps

ERP CRMHostEISEIS

Low-levelservices

Low-levelservices

Business orcomposite

services

Business orcomposite

services

ECMECM

Processmanagement

Processmanagement

CompositeApps

BPMBPM

SOASOA

BRMBRM

CEVA

UIUI



Process Types

People Intensive– Exception handling

– Order to cash

– HR, on-boarding

– Claims processing

Document Intensive– Claim processing

– Accounts payable

– Medical records

– Mortgage origination

– Compliance, SOX

Integration Intensive– Straight-thru processing

– Integration with apps

– Order fulfillment

– Supply chain mgmt

Decision Intensive– Mortgage origination

– Inventory mgmt

– Sales promotion

Source: Forrester



Content-Intensive Processes & Requirements

Processes– Loan approval

– Mortgage origination

– Claim processing

– New account opening

– Invoice processing

– Accounts payable

– Litigation support

Requirements– Image capture

– Forms processing

– Document mgmt

– Human activities

– Records mgmt

– Discovery & search

– Archival



BPM 10 Functional Areas

Process ExecutionProcess Execution

CollaborationCollaboration

BEM & BAM & BIBEM & BAM & BI

Content MgmtContent Mgmt

Registry & RepositoryRegistry & Repository

Simulation & OptimizationSimulation & Optimization

Model-driven Design & DevModel-driven Design & Dev

System Mgmt & AdminSystem Mgmt & Admin

Business Rule MgmtBusiness Rule Mgmt

System Connectivity (Adapters & ESB)System Connectivity (Adapters & ESB)

Based on Gartner BPM MQ ‘07



IBM FileNet BPM Supports the Full Process Lifecycle

Process EngineProcess EngineD

esig

ner

Des

igne

rBA

MB

AM

BPFBPF

Sim

ulat

orSi

mul

ator

eFormseForms

Content EngineContent Engine

Ana

lyze

rA

naly

zer

P8 BPM

Mod

eler

Mod

eler



The Synergy between Process & Content

Active content – A change in content launches a process

Content defines the context in which decision are made in processes

Process execution may change content

Processes, rules, forms are content subject to versioning, search, metadata, etc.

P8 BPM fully captures and leverages this synergy

Content-aware Process

Process-aware Content



Forrester on IBM P8 BPM

“IBM IS THE HANDS-DOWN, ALL-AROUND LEADER FOR DOCUMENT-INTENSIVE BPM ” - Forrester

Forrester Wave™: Business Process Management For Document Processes, Q3 2007

The Forrester Wave is copyrighted by Forrester Research, Inc. Forrester and Forrester Wave are trademarks of Forrester Research, Inc. The Forrester Wave is a graphical representation of Forrester's call on a market and is plotted using a detailed spreadsheet with exposed scores, weightings, and comments. Forrester does not endorse any vendor, product, or service depicted in the Forrester Wave. Information is based on best available resources. Opinions reflect judgment at the time and are subject to change.



BPMN based Process Modeling in Visio for BusinessEnable and empower business and non-technical users to model business processes; direct input to process apps

Provide a common process language for both business & IT

Intended for business analysts, non-technical users

XPDLXPDLBPMNBPMN

MappingMapping



Process Standards BPMN & XPDL

BPMN by OMG

Version 1.0

Process modeling notation to communicate business processes

Empowers business to participate in process modeling

Close gap between modeling and implementation

No storage format specified

XPDL by WfMC

Version 2.0

Process definition standard

Explicit support for human activities

XML process format for exchange across tools

Possible file format for BPMN

Extensible



BPF for Building Process Apps FasterAgile dev – build & deploy process apps fasterMore flexible UI, better developer & end-user experienceA flexible framework should be a part of every BPM dealBPF 4.1 (Q1’08) with new Case Management capabilities– Case Merge, Split; multiple object repository support

DesignDesign

Configure& DeployConfigure& Deploy

ExecuteExecute



P8 BPM with eFormsRapidly create high fidelity, highly intelligent forms

Easy to use forms design tool and spreadsheet like logic – no coding

Forms become the UI for steps in business processes

NEW: Lotus Forms can plug into P8 BPM processes

ExecuteExecuteDesignDesign

Configure& DeployConfigure& Deploy



Process Simulator – Enables Optimization

Run simulation on process models per defined parameters such as resources & costPerform what-if analysesIdentify bottlenecks in processes prior to deploymentMitigate RiskEnables process optimizationIntegrated with process analytics



BPM & Business Intelligence (BI)

Historical Performance Visibility

BI on BPM – generate reports on processes

BI in BPM – better decision making within processes

BI-driven BPM – result of a BI activity may launch a process

OLAP to get reports on process performances



Business Activity Monitoring – BAMReal-time operational visibility & performance management

Threshold monitoring & alerts

Event detection & correlation

Aggregate and correlate multiple data sources

Actions tied to alerts

User-configurable dashboards

“By 2009 BPMSs will become thefocal point for empowered managers,enabling proactive or reactiveresponses to opportunity and threatscenarios…”

-Gartner



Content-centric BPM &Compliance

File Plan

PolicyManagement

Records Management

Active GRC … Controls and Risks are Enforced,

Tested, Monitored, Audited and Reported “In-Process”

Content / EmailArchiving and

Classification in Context

Records Automatically Retained and Classified

Legal Discovery and Content Analytics

are Enabled



P8 BPM & Web Services

WS API

UDDIUDDI

PE

J-API

Supports a subset of BPEL– Consume a WS in a process– Publish a process as a WSWS-ReliableMessaging– Guarantee of message delivery per

criteriaP8 BPM integrated with WebSphere SOA-enabled BPM– PE-WPS interoperability (full BPEL

support)– WSRR (Registry & Repository)

integreation



P8 BPM Complementing WebSphere BPM

Integration with WebSphere BPM– WebSphere Process Server interoperates with FileNet Process Engine– WebSphere Business Modeler as the modeling tool for FileNet BPM– WebSphere Business Monitor as the monitoring tool for FileNet BPM– WebSphere Service Registry & Repository (WSRR) as registry/repository

Process EngineProcess Engine

Process DesignerProcess Designer

BAMBAM

Process SimulatorProcess Simulator

eFormseForms

Process AnalyzerProcess Analyzer

Visio ConnectorVisio Connector

Business Process FrameworkBusiness Process Framework

WebSphere ModelerWebSphere Modeler

WebSphere MonitorWebSphere Monitor

WSRRWSRRContent EngineContent Engine WPSWPS



Migration from eProcess to P8 BPMVisual Workflo & eProcess are older process productsTo take full advantage of BPM, eProcess customers need to move to P8 BPMeProcess 5.2 (Q4’07) makes it easy to migrate from eProcess 4.2.x, 5.0 & 5.1 to P8P8 BPM & eProcess 5.2 can be deployed in a hybrid modeUnified inboxNon-disruptive upgrade & migration

eProcessServer

AE

PE

CE

WebServices

LDAP

eProcess P8

OpenClient



P8 BPM for CMv8 Customers

CMv8 customers need workflow/process capabilities– e.g. US Air Force

Currently a services based offeringPartner solutions include integration code and UI– TriTek– SysCom– Crowe Chizek– Silicon Plains

Plans for product integration – Q4– Direct integration to IBM CM Repository– Active Content for CM8

• Launch processes based on CM8 content arrival– CE Operation for CM8

• Operate on CM8 content from FileNet BPM processes

CMv8

P8 BPM

P8 CM



BPM & BRMS

RulesEngine

Rules are more dynamic and can change easier than processes

Make processes more flexible, smarter, agile, and less complex

Outsource complex decision making to a BRMS

Collect metrics, enforce SLAs and policies

Rule agnostic – multiple partners, best of breed

Different types of rules: process, UI, inference/decisions, monitoring, etc.



Challenge

Solution

Process Transformation Impacts Bottom Line

Capturing missed revenue and eliminate waste from the process results in an estimated

benefit of $1.03M annually.

Business Benefits

• Increased % of automatically processed bills from 60% to 90%

• 1 billing clerk now manages work previously done by 6 clerks

• Complete billing process visibility –ability to quickly identify bottlenecks

• Completely automate dray carrier assignments and payments

• Estimate an additional $870K in additional revenue captured annually

• Estimate staffing savings of $160K annually

• Complex, error prone manual billing process

• Need to automate dray carrier work assignments and payments

• Lost revenue due to inability to accurately track charges

• IBM ECM chosen as ECM standard• Web based application allows dray

carriers to select work assignments, confirm deliveries and submit invoices; application also maintains carrier’s work and payment history

• Streamlined, rules-driven billing application integrated with PeopleSoft

• BPM-driven workflow system for capturing and billing chargeable driver detention events

• Integration with ILOG to manage complex billing rules



P8 BPM Product Futures“BPM for the Business” Initiative– Provide a unified, intuitive and collaborative experience for customers and

partners to create configurable & extensible BPM solutions

– Integrated modeling, design, collaboration, and UI configurationenvironment

– Components to assemble process applications

– Extensible component library

– ECM Studio & ECM Application Framework

– Collaboration support via integration with Lotus products

Integration with IBM CMv8

Leverage BPM-BI synergies with Cognos technology

Over 200% growth in investment in BPM development in 2008



Conclusion

Content-centric BPM can help you:

– Streamline business processes and increase operational efficiency

– Make better decisions faster within processes

– Create agile process- & content- centric applications

– Provide more visibility and nurture innovation

IBM ECM BPM provides you with the right technology and expertise to deliver that

© 2008 IBM Corporation

®

P8 BPM 4.5 Sneak Preview – Akan Datang



BPM 4.5 (Sonata): Key Goals

Improve Process Design experience

Shorten the time to build BPM applications

Make our tooling more appealing to Business Analysts and Business Users

Accelerate solution deployment across ECM

– Phased delivery of capabilities starting with Sonata

“BPM for the Business”



BPM Application Development Lifecycle

Model process

Define Step UIs

Define Inboxes

Test

Define Roles



Solution Design Approach

Design/Develop

Assemble / Integrate

Role based End-User Application

Solution DefinitionData

Work ListInbox

Doc Viewer

Form Viewer Metrics Reports

Examples









Supervisor Review

The user interface for the Supervisor review will use the Review layout.















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BPM Product Update & SOA (Anthony Ng) - IBM · © 2008 IBM Corporation ® BPM Product Update & SOA...

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