Pega BPM in the

Enterprise

Ecosystem

Sanjay Bansal Principal Architect

10/28/2011

2 2011 Pegasystems Inc.

Session Goals

Understand the key touch points between BPM and

existing technology solutions

Architect Pega BPM solutions that effectively leverage

existing capabilities

Create re-usable processes and rules that can be

leveraged across your enterprise

Leverage the changing Ecosystem to become more

Customer Centric

3 2011 Pegasystems Inc.

4 2011 Pegasystems Inc.

Agenda: Pega and the Enterprise Ecosystem

The Enterprise Ecosystem

Native inhabitants

Invasive Species

Pega and the Ecosystem

Integration

Legacy Transformation

Composite Portals

Social BPM

Decisioning

Security

Monitoring, Managing and Securing

Pega Cloud

2011 Pegasystems Inc.

5 2011 Pegasystems Inc.

Executives Operations End Users Consultants

Vendors Sys Admins Developers Business Analysts

Architects Compliance

ERPs Portal / UIs ESBs/

Services Security Monitoring

Data Warehouses/

BI Databases Mainframes App Servers

Unstructured Content

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Social Networking

Modernization & Agility

Mobile Devices

Transparency & Visibility

Cloud Computing

Case Management

Decision Makers in

Agencies,

Legislation,

White House

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Infrastructure (OS, App Server, Database, etc.)

Applications Legacy

Applications

ESB

Customers

Pega is Software for Customer Centricity

Source: Pega 2011

Industry Frameworks

Cross-Silo Solutions

Immediacy

1. Directly Capture

Objectives

2. Situational Layer

Cake

3. Automate the

Work

Multi-Channel Interactions

8 2011 Pegasystems Inc.

Agenda: Pega and the Enterprise Ecosystem

The Enterprise Ecosystem

Native inhabitants

Invasive Species

Pega and the Ecosystem

Integration

Legacy Transformation

Composite Portals

Social BPM

Decisioning

Security

Monitoring, Managing and Securing

Pega Cloud

2011 Pegasystems Inc.

9 2011 Pegasystems Inc.

The Keys to Client Success

The Goal: Build for Change

1. Open JEE Standards Based Architecture

2. Model-Driven Development

3. BPM2

4. Everything is a service

5. Flex-Scale Deployment

6. On-Demand Instrumentation

10 2011 Pegasystems Inc.

Messaging / Protocols

End User / Server Side Clients to PRPC

Multi-Tier Architecture N-Tier, Heterogeneous, 100% thin-client (even design-time) Development /Admin Environment

Database

(DB2, Oracle, SQL Server)

Enterprise

Repository

Work Database BIX (Extract)

0

EAR File Deployment - JEE Container (WebSphere, Oracle WebLogic,

JBOSS)

Pega .ear file

PRPC Engine

Support for:

Two-Phase Commit

JMS Messaging Service

Service EJB

J2SE Security

WAR File Deployment - JEE Container (WebSphere, Oracle

WebLogic, JBOSS, TomCat)

Pega .war file

PRPC Engine

Data Source JDBC Connection Pools

HTTP/HTTPS

Designer

Studio

Internet Explorer, Visio,

Excel, MS Word

End User

Desktops

Mashups &

Portals

SOAP over HTTP/HTTPS

Server Side

Client - WS

Consumer

Server Side Client

invoking PRPC

Engine

JMS EJB/RMI File/FTP

IE,FireFox,Chrome

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Unified Policies, Procedures, and Decisions

Transparent and reusable

Fully audited

Manage, control, roll-back

Declare Differences: Auto-position changes Enterprise Repository

Active Enterprise RuleBase Enterprise Assets Organized by Stakeholder

Procedures Policies

Work routing

SLA / Urgency / Priority

Processes

Decision Rules

Correspondence Templates

Screens

Interfaces

Security/Entitlement Profiles

Data Model

Class Structure

Decisions

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A Complete Platform Unified environment for creating Business Applications

Browser-based

Generated by PRPC Engine as

a runtime application

Designer is model-driven and

auto-generated

Business processes drive

process development Process discovery and

requirements gathering

Consuming and generating

services

User interface branding

System management (Archive,

Migrate, etc.)

Atomic models facilitate reuse,

SOA and testing

9 Enterprise Repository

Work

Database

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Model to Deployment to Execution

Unified Platform

Familiar Office tools (Visio, Word, Excel) accessed via a web browser

Forms guide the user for safe and easy delegation

Working models replace paper specifications & requirements

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Pega BPM Provides the BPM Suite Layer for the

Enterprise

Incre

ase

d A

gili

ty

Gu

ide

d H

um

an

In

tera

ction

s

Sta

tic -

Co

nsis

ten

t

Syste

m to

Syste

m

Pega BPM

New Business CRM Service Backbone

Fraud / Risk

IT

Infr

ustr

uctu

re

Solution and

Service Stack 1

Application

Server Stack 2

Application

Server Stack 3

Windows Solaris AIX Linux Z/Os HP UX

Incre

ase

d B

usin

ess V

alu

e

http://www.ibm.com/us/en/http://www.oracle.com/index.html

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Buyer Seller Shipper

Choreography

Seller Buyer Shipper

End-To-End Integration:

System/Partner and Human Participants

Orchestration Orchestration Orchestration

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Data Model - Customization

Databases

ERP

Services

Data Model defined to match Process

and Policies

Can be designed to aggregate data

elements from multiple SOR

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BPM Consumes and Produces Services

PRPC Objects Decisions Processes Cases

User

Interface

Monitoring

Optimization

Databases Legacy

Apps ERP Services

Code-free integration to standard transports

Auto-Consumption / Publication

When Needed Data Retrieval

ESB / SOA

Service Registry Legacy Apps

J2EE Apps

ESB Service Repository

.NET Apps BPMS Content Mgmt

Transformation Connectors Services

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Unified Enterprise Repository Situational Layer Cake Drives Reuse and Dynamic Versioning

Consumer Version 2 UK Version 2 Gold Platinum

Common Practices

Add Differences to Specialize

Learn by Doing

Cap Assets / Enterprise-wide Standards

Insurance Services

Pegasystems Pega BPM & Frameworks

Retirement

Consumer Policy Annuity Policy UK

Silver

Pilot

Run multiple versions in the same infrastructure

Grandfather changes without impacting in-

flight processes

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Distributed Execution

Full Desktops

Mashups

Services

Batch Files

APIs

Atomic Models

Pega Approach is Different

Rules

Processes

UI

Integration

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Integrating with Existing Web Apps

Internet Application Composer

Build Composite web Applications and

Mashups

Supports all auto-generated

SmartFrame controls and features

Fits into any web architecture ( JSP,

.NET)

Allows for use of all existing PRPC

authentication and authorization

JSR 168, 286 PRPC HTML generation feature to

generate portlet compliant HTML

War file generated by PRPC that is

deployed on the server consuming the

portlet

21 2011 Pegasystems Inc.

Dynamic Case Management

OOTB technology that can easily handle

sophisticated Case Management scenarios.

Empower all types of Workers to

manage all types of Work.

What is it? Why is it important?

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Business Events for Cases

Definitions easily

toggled and

time-boxed.

OOTB events from

SLAs, attachments, and

correspondence

Available actions include flows,

notifications, and activities

Define events on

work types and

other classes

Developers can use built-in

debugger to test conditions

against actual data

Business Events can be defined

and used to trigger internal and

end-user activities

Uniform, flexible way to monitor and

respond to time- or pattern-driven

events without programming

What is it? Whats the value?

23 2011 Pegasys