May 24, 2007CaOAUG Process Automation Options for Functional People News from OAUG 2007.

May 24, 2007 CaOAUG

Process Automation Process Automation Options for Functional Options for Functional

PeoplePeople

News from OAUG 2007News from OAUG 2007

May 24, 2007CaOAUG: Process Automation for Functional

Users

AgendaAgenda

IntroductionIntroduction Process ModelingProcess Modeling Process Automation - OverviewProcess Automation - Overview Oracle Process Automation ToolsOracle Process Automation Tools Oracle Workflow – Discussion and Oracle Workflow – Discussion and

DemoDemo Oracle BPEL – Discussion and DemoOracle BPEL – Discussion and Demo QuestionsQuestions


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IntroductionsIntroductions

Stewart St. Dennis, CTO, Zaxia Inc.Stewart St. Dennis, CTO, Zaxia Inc. BackgroundBackground

StewartStewart ZaxiaZaxia

Presentation Rules of EngagementPresentation Rules of Engagement Ask lots of questions!!!Ask lots of questions!!!


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OAUG 2007 Quick SummaryOAUG 2007 Quick Summary

Fusion, Fusion, FusionFusion, Fusion, Fusion Fusion Middleware (BPEL, BPEL, BPEL)Fusion Middleware (BPEL, BPEL, BPEL) Fusion Application & StrategyFusion Application & Strategy Recent Releases for Product Base:Recent Releases for Product Base:

EBSEBS Seibel CRM Seibel CRM PeopleSoftPeopleSoft JD EdwardsJD Edwards


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Process Modeling - OverviewProcess Modeling - Overview

What is process modeling?What is process modeling? Is it new?Is it new? Do you need special skills to do it?Do you need special skills to do it? How good is a process if it is not How good is a process if it is not

enforced (Visio)?enforced (Visio)? How to define AND enforce your How to define AND enforce your

processes:processes: Process AutomationProcess Automation


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Process Automation ToolsProcess Automation Tools

Desktop Class Desktop Class Tools:Tools: Microsoft SharePoint Microsoft SharePoint

20072007 Lotus NotesLotus Notes Oracle Collaboration Oracle Collaboration

Suite (BPEL)Suite (BPEL) etc.etc.

Open Source Tools:Open Source Tools: phpCollabphpCollab E-GroupWareE-GroupWare etc.etc.

Oracle Tools:Oracle Tools: Oracle WorkflowOracle Workflow Oracle Oracle

BPM/BPEL/BAMBPM/BPEL/BAM


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Oracle’s Process Automation ToolsOracle’s Process Automation Tools

Fusion Middleware (Current: 10g R3)Fusion Middleware (Current: 10g R3) Desktop based process developmentDesktop based process development Web based deployment and useWeb based deployment and use

Workflow:• Mature (10+ Years)• Based on “traditional” Oracle technology• Current tight integration with Oracle EBS

BPEL:• Young (1+ Years)• Based on “new” Oracle technology• Upcoming tight integration with Oracle Fusion products


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Standards & Process AutomationStandards & Process Automation

Proprietary versus Standards based Proprietary versus Standards based products.products.

Why should I care about standards?Why should I care about standards? What standards apply?What standards apply?

WWW Consortium (W3C)WWW Consortium (W3C) Web ServicesWeb Services SOAP (1.1, 1.2, 1.2 R2)SOAP (1.1, 1.2, 1.2 R2) XMLXML

SOA (Service Oriented Architecture)SOA (Service Oriented Architecture) Business Process Execution Language (BPEL)Business Process Execution Language (BPEL)

OASIS WS-BPEL 2.0OASIS WS-BPEL 2.0


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Business Processes: OverviewBusiness Processes: Overview


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Key Process ConceptsKey Process Concepts

Approved

ShortPay

AP Approval

Manager Approval

Server Validation Approve

Reject

Resubmit Report Abort

AP ApprovalProcess

End (Approve)

End (Reject)

Start DetermineWhich ProcessTo Start From

Manager(Spending)ApprovalProcess

RejectionProcess

Server SideValidationProcess

ShortpayUnverified

Receipt Items

Definitions Definitions InstancesInstances MonitoringMonitoring VersioningVersioning TriggersTriggers OutcomesOutcomes End-pointsEnd-points Timeouts/Timeouts/

EscalationsEscalations


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What is Behind the PictureWhat is Behind the Picture Why not just Visio?Why not just Visio? Process made of:Process made of:

Other processesOther processes Automated tasksAutomated tasks Manual tasksManual tasks Data retrievalData retrieval Data updatesData updates NotificationsNotifications Time-outsTime-outs Decision splitsDecision splits etc.etc.


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Behind the Picture: “Widget Pallet”Behind the Picture: “Widget Pallet”

Out-of-the-Box:Out-of-the-Box: As-IsAs-Is

Time-outsTime-outs Get ItemsGet Items

In-ContextIn-Context ““Near” contextNear” context

Set ItemsSet Items ……

ConfigurableConfigurable Notifications/Notifications/

ApprovalsApprovals EscalationsEscalations ....

Custom: Custom: Need IS people for Need IS people for

thisthis GetsGets SetsSets Complex escalationsComplex escalations Complex decisionsComplex decisions ……

““Wrappers” around Wrappers” around existing functionalityexisting functionality

Discovery ProcessDiscovery Process What is on the What is on the

“pallet”?“pallet”?


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Balance: Functional & ITBalance: Functional & IT

Marry strength of both groupsMarry strength of both groups Functional (what, when, who, why)Functional (what, when, who, why)

Business and process knowledgeBusiness and process knowledge Owns the processesOwns the processes Lives with the processesLives with the processes Set own timeframe (if the widgets already exist)Set own timeframe (if the widgets already exist)

IS (how)IS (how) Does and understands “plumbing”Does and understands “plumbing” Builds complex piecesBuilds complex pieces Knows the data structuresKnows the data structures Knows how the systems fit togetherKnows how the systems fit together


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General “Working” EnvironmentGeneral “Working” Environment


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Oracle Workflow Builder DemoOracle Workflow Builder Demo

Requisition Approval DemoRequisition Approval Demo


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Workflow/EBS IntegrationWorkflow/EBS Integration

Indirect: Business Event ModelIndirect: Business Event Model ““Document” handling activities trigger Document” handling activities trigger

eventsevents Document example: GL Journal BatchDocument example: GL Journal Batch Event example: Approval RequiredEvent example: Approval Required

Event SubscriptionsEvent Subscriptions DirectDirect Use or refine existing workflowsUse or refine existing workflows

Lots: GL, AP, PO, …Lots: GL, AP, PO, …


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BPEL DemoBPEL Demo

Travel ServiceTravel Service


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BPEL – Some More DetailBPEL – Some More Detail


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Contrasting Workflow and BPELContrasting Workflow and BPELAspectAspect WorkflowWorkflow BPELBPEL

RepositoryRepository DB TablesDB Tables Message/DBMessage/DB

Comm. MethodComm. Method DB QueuesDB Queues XML MessagesXML Messages

““Widget” Widget” DevelopmentDevelopment

PL/SQL /PL/SQL /

JavaJavaWeb Services Web Services wrapper (anything)wrapper (anything)

ArchitectureArchitecture ProprietaryProprietary Standards BasedStandards Based

Versioning?Versioning? NoNo YesYes

ScopeScope EBSEBS All Fusion productsAll Fusion products

ScalabilityScalability GoodGood Very GoodVery Good


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BPEL’s FutureBPEL’s Future

Key piece of Fusion MiddlewareKey piece of Fusion Middleware Key component in Fusion product Key component in Fusion product

developmentdevelopment Key component in integrating Oracle Key component in integrating Oracle

broad application portfoliobroad application portfolio


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Quick Note on LicensingQuick Note on Licensing

Disclaimer Oath !!Disclaimer Oath !! EBS runtime license:EBS runtime license:

Render or refine what is already there: Render or refine what is already there: OKOK

Total custom development: NOT OKTotal custom development: NOT OK Oracle AS / DeveloperOracle AS / Developer

Workflow: included componentWorkflow: included component BPEL: add-on componentBPEL: add-on component


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Questions ??Questions ??

Stewart St. DennisStewart St. Dennis [email protected]@zaxia.com 780-628-2036780-628-2036

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May 24, 2007CaOAUG Process Automation Options for Functional People News from OAUG 2007.

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