Integration-centric implementation of BPM in Financial Services

Choose the methods and tools carefully• Determine the value and then choose the tools• Organizational willingness determines your pace

The reality of integration• BizTalk handles the bytes with ease• It’s the other bits that slow up the process

The processing picture is finally complete…..

or is it?

Agenda

People Ready Business is our avenue to success

Stay focused on our reality

BizTalk Server vs Workflow Foundation

One team - two products?

Static, disparate applications and platforms

Standards-based, flexible business applications

Adaptive platform driving core applications and business processes

Fully service-oriented, dynamic application platform

Cost Efficiency Business Enabler Strategic

Is your organization ready & willing?

Communication & Collaboration

Enterprise Content Management & Integration

Business Intelligence

Phone, paper, fax, email to and from customers.

Paper filing systems, offsite storage, emails remain isolated, manual processes.

Reports are silo based. Exceptions managed via reports.

Centralised digital filing & communications management. Digital process management. SLA managed work.

Communicate based on customer choice. Secure email, internal collaboration.

Secure & managed collaboration across departments. Unified communications.

Processes & documents integrated to transactions. SLA & resources managed. Mundane work is automated.

Alerts, scorecards, dashboards integrated to all relevant data sources.

Reports integrate multiple data sources, historical trends easily tracked.

Seamless communication & collaboration across the firewall. Secure and compliant.

Federated processes & documents across all parties. Simulation & prediction of federated resource requirements. Rules based automation.

Closed Loop Analysis alters rules which in turn alter processing resources.

Reality check per process

AHM Business Innovation

Business Process Segmentation

System to System - Automated

System to Human - Transactional

Human to System – Case Based

Human to Human - Collaborative

Office Business ApplicationsOffice Business Applications

Office SharePoint Server

Word Excel Outlook InfoPath

Create

Lead

Create

Lead

Qualified?Qualified?

Retire

Lead

Retire

Lead

Create

Oppt’y

Create

Oppt’y

Create

Quote

Create

Quote

Closed?Closed? CompleteSale

CompleteSale

Create Invoic

e

Create Invoic

e

CRMCRM ERPERP

SOA and Business ProcessesSOA and Business Processes

Microsoft BizTalk Server 2006 R2Microsoft BizTalk Server 2006 R2

Identity & AccessControl

Identity & AccessControl

.NET Framework 3.0

.NET Framework 3.0

Web ServicesWeb Services

Human to System BPMS

System to Human / System

System to System - Automated

System to Human - Transactional

Human to System - Administrative

Human to Human - Collaborative

Office Business ApplicationsOffice Business Applications

Office SharePoint Server

Word Excel Outlook InfoPath

Create

Lead

Create

Lead

Qualified?Qualified?

Retire

Lead

Retire

Lead

Create

Oppt’y

Create

Oppt’y

Create

Quote

Create

Quote

Closed?Closed? CompleteSale

CompleteSale

Create Invoic

e

Create Invoic

e

CRMCRM ERPERP

SOA and Business ProcessesSOA and Business Processes

Microsoft BizTalk Server 2006 R2Microsoft BizTalk Server 2006 R2

Identity & AccessControl

Identity & AccessControl

.NET Framework 3.0

.NET Framework 3.0

Web ServicesWeb Services

System to System to Human BPMS

CustomDeveloped

The human face of automation

The processing picture is finally complete…..

or is it?

Market growth drives innovation

Forrester: BPM Market Growth Worldwide, 2005 To 2009

The case for BizTalk

Questions& Answers