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Software Group
BPM Best Practices HighlightsBased on over a decade of BPM Services Engagements
[email protected]. Consulting BPM Solution Architect Open Group Master Certified SW IT Specialist
http://IBMBPMDemos.com for more information and resources
Phil Gilbert BPM Worksafe Video Banco Video IBMBPMDemos.comPhil Gilbert DM
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Frequently Asked Questions
‣What makes BPM different?
‣What happens after my first project?
‣What does that mean for resources?
‣How can IBM help ensure our success with BPM?
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Integrated
Measure
Processes
Optimize
BPM Defined
‣ An integrated approach to aligning the key activities of an organization into processes you can consistently measure to optimize value to your organization and its end customers.
• Align people & tasks to valuable outcomes
• End-to-end vs. silo
• Cross-functional
• Technology + methodology
• Compresses cycle time for process lifecycle
• Enabled by BPMS platform
• High visibility into performance of process & people
• Metrics that are meaningful to the business
• Quantify impact of process improvements
• Enhance process to maximize business value
• Identify & remove bottlenecks
• Eliminate non-value-add activities
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Process Improvement Requires A “Third Way”
Flexibility
Low cost/time
BuildBuild
BuyBuy
CustomizedUniqueHigh TCOIT bandwidth Reduced time
Initial CostStandard Feature setReliance on vendorResponse to Change
“Third Way”
++-- +
+---
Process-improvement requirements are likely to be unique, which favors build rather than buy. And, the timeframes and costs of both are often not compatible with process improvement. So, a ‘third way’ is required.
BPM
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ExecutiveManagement
CustomerService
InvoiceReconciliationTeams
Finance and OpsAccount
Administration
1
2
3
5
4
6
1. Unstructured Tasks and Communication (ex Paper or email)
2. Inefficient Working Environment Spans Systems
3. Inconsistent Prioritization
4. Incomplete or Inaccurate Data Flow Between Systems
5. Lack of Control Over System and Business Events (Exceptions)
6. Poor Visibility Into Process Performance
1
2
3
4
5
6
Typical process problems
5
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ExecutiveManagementCustomer
Service
InvoiceReconciliation
Team
Financeand Ops
Account Administration
1. Automate workflow & decision making
2. Reduce errors and improve consistency
3. Standardize resolution across geographies
4. Leverage existing systems and data
5. Monitor for business events and initiate actions
6. Real-time visibility and process control
Customer Benefits:
• Huge Reduction in Manual Work, Errors
• Faster, More Consistent Issue Resolution
• Metrics, measurements, visibility and business-friendly reports
• Rapid, Agile and Iterative process improvements
1
2
3
4
5
6
BPM brings order to the chaos
6
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ExecutiveManagement
CustomerService
Risk ManagementTeams
Financeand Ops
AccountAdministration
• Modeling
• Monitoring
• Automation
• Governance
• Optimization
• Rules
• Business Data
• Documents
• Events
• Integration
• Collaboration
• Analytics
The essential BPM capabilities
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Shared Model Architecture – Roles Based – Simplicity with Sophistication
Systems
Manager
Process ScoreBoards
Developer
Service ModelerProcess Inspector
Shared Model
Process Modeler
Business Analyst
Process Coaches
Worker
Process Portal
Business Analyst
Process Optimizer
Events
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What gets deployed …
Business Analyst
Modeling Simulation
Managing CODE … instead of PROCESS
Conventional Approach to App Development
Workflow Developer
Workflow DataManagement
SystemIntegration
BusinessRules
EventMonitoring
Biz Logic Developer
Metrics Analytics
Report Writer
Human Interfaces
UI Developer
Version 1
Version 2
“Visio-like”
“Bucket Brigade”
??In synch?
??
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Traditional Solution Approaches
Define, Measure, Analyze
Improve Control
No Integrated Process
MeasurementPlatform
No Integrated Operational
Control
No Integrated Operational
Control
Implementation Highly VariableImplementation Highly Variable
High Investment – Low LeverageHigh Investment – Low Leverage
Process Improvement Disciplines (i.e. Six Sigma)
Solution Development Lifecycle
Analysis, Plan, Design
Code(Buy vs. Build)
Deploy, Maintain
No Systematic Operational
Control
No Systematic Operational
Control
System Focus vs. People
Focus
System Focus vs. People
Focus
Functional Focus vs.
Process Focus
Functional Focus vs.
Process Focus
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BPM Solution Lifecycle
Define Implement Operate Measure
BPM Solution Stages
Manage BPM Solution
Define
Operate
Implement
Measure
• Iteratively validate business needs through all stages of solution implementation.
• Integrate control over manual and adhoc tasks.
• Cost effectively leverage existing technology assets.
• Implement end-to-end improvements faster.
• Collaborate across functional boundaries to understand the complete value chain.
• Communicate business requirements in simple format.
• Direct translation into implementation requirements.
• Get better requirements faster.
• Built-in visibility to current process status and resource utilization.
• Standardize work management practices within and across functional teams.
• Standardize control over your business operating model.
• Real-time measurement of service level and business productivity goal attainment.
• Built-in analysis of historical process trends and simulated impacts of proposed changes.
• Align improvements around quantifiable impact business process performance.
Manage • Establish roadmap/vision for the process.
• Establish phased releases of solution functionality.
• Align effort and resource priorities with business value.
• Accelerate realization of business value.
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Time
Functionality
Complexity
Completeness
Desired Outcome
Project Initiation
Range of Traditional Outcomes
Traditional build programs:
Complex tooling
IT-centric development
Big-bang deployment
Possible ScopePossible Scope
Rel 1Rel 1
Rel 3Rel 3 Rel 4Rel 4
Rel 5Rel 5Rel 2Rel 2
BPM is Iterative
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Time
Functionality
Complexity
Completeness
Targeted BPM
Outcome
Project Initiation
BPM build programs:
Model-driven tooling
Collaborative development
Iterative deployment
$
$
$
$
$
Plus: Faster cash returns
BPM Reduces Risk
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BPM Roles-based Development – Rapid, Agile and Iterative
Worker
BPM Developer
Business Analyst
Manager
Administrator
Process ModelerBPM
Shared ModelProcess Center
Process Designer
Process PortalAdmin Console
OptimizeDesign
Execute
Process Inspector
Process Designer
Process Optimizer
Process Portal
Scoreboards
UI Screen Flow Coaches
• Collaborative platform
• Iterative, shortened development cycle
• What you model IS what is executed!
• Single, Shared process model
• Lower technical effort (less time, cost, risk)
• Simplicity with Sophistication(Attractive to BOTH Business and IT)
Integration Developer
Integration Designer
BlueworksLive.com
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IBM BPM In Action http://IBMBPMDemos.com
Simplicity with Sophistication: “Business friendly while IT Savvy”
Power with Integration Middleware
Visibility for Business Stakeholders: Dashboards, reports and more
Governance throughout Design-time and Runtime
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The simplest way to get started with BPM
Process Discovery“Modeling for Documentation”
The quickest way to deliver robust process applications
Process Implementation“Modeling for Execution”
http://BlueworksLive.com
IBM Business Process Mgr v7.5
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Process v1 Implementation Overview
‣ Usually 10-16 Weeks Duration‣ Proven process implementation
methodology
‣ Milestone-based‣ Well-defined deliverables‣ Checkpoints ensure that objectives
met
TestTest Live LiveDevelopmentDevelopmentDefinitionDefinition
Milestones
CheckpointsAgreement on Project Scope
and Goals
Agreement on Process Flow and Routing
Agreement on Data, UI, and Integrations
Agreement that Process Meets
Business Goals
Technical Validation and
User Acceptance
Playback 1Playback 1 Playback 2Playback 2 Playback 3Playback 3AnalysisAnalysis ValidationValidation
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Build YOUR Capability on YOUR ProjectIBM BPM Enablement Services
TestTest LiveLiveDevelopmentDevelopmentDefinitionDefinitionMilestones
CheckpointsAgreement on Project Scope
and Goals
Agreement on Process Flow and Routing
Agreement on Data, UI, and Integrations
Agreement that Process Meets
Business Goals
Technical Validation and
User Acceptance
Playback 1Playback 1 Playback 2Playback 2 Playback 3Playback 3Playback 0Playback 0 ValidationValidation
EDUCATE
•Role-based Foundation Education for the entire team
• Project/Program Manager• Analyst• Developer• Admin
•Install the software based upon desired environment and redundancy
• Single-instance• High-availability
IMMERSE
•Project team Mentoring in the context of YOUR project•Defined curriculum ensures coverage of critical topics•Just-in-time assistance post-mentoring and for infrastructure and integration needs•Joint-delivery as needed based upon project complexity and deadlines
RE-INFORCE
•On-Demand assistance for project team
• How-to questions• Process Reviews• Upgrade Assistance• Infrastructure Assistance• Design Reviews• Toolkit assistance and
support•Detailed Solution reviews as needed•Infrastructure assistance for growth and scale
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Representative Implementation Plan
•Define Business Case• Identify Key Metrics•Model “as-is” and “to-be” process
Agreement on Project Scope
and Goals
Agreement on Process Flow and
Routing
Agreement on Data, UI, and Integrations
Agreement that Process Meets Business Goals
Technical Acceptance
BPM Program Manager
BPM Analyst
BPM Developer(s) (Process)
BPM Developer(s) (Integrations)
Infrastructure Specialist
LiveLiveImplementImplementDefineDefine
Playback 1Playback 1AnalysisAnalysis TestTest
•Define Business Problems
•Develop Project Charter
•Estimate Project
•Product Installation•Product Configuration
•Activity Breakdown•Estimate Tasks, Timing
•Capture key problems
•Develop primary use cases
• Identify Integrations•Stub Integration Points
•Refine Project Estimates•Program Management
•Model Initial Process Flow•Create UI Placeholders•Task Routing•Report Mock-Ups
• Initial Integrations•Data Manipulation / Transformations
•Refine Process Flow•Detailed UI Implementation•Model Business Data
•Program Management•Program Management
•Configure Portal• Implement Exception Handling
•Complete UIs
•User Acceptance Testing
•Create Test Playbook
•Complete Integrations• Implement Complex UIs•Skin UIs
• Integration Tests•Performance Test
•Promotions to test and prod
•Production Env Setup•Production Config / Tuning
•Deployment•Test
•Prod Support
•Prod Support
Playback 2Playback 2 Playback 3Playback 3
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• BPM Analysts (1)• Engagement Manager (1)• Infrastructure Specialists (1)
• Add BPM Developers (2) • Add Technical Architect (1) • + Infrastructure Specialists (1)
BPM Projects from Inception to Production in ~90 Days
Detailed
RequirementsTest Go LiveGo LiveIterative Development with frequent PlaybacksDiscovery
Week 1Week 1 Weeks 2-3Weeks 2-3 Weeks 4 to 10Weeks 4 to 10Weeks
11 to 12
Weeks
11 to 12
Week
13
Week
13
PLAYBACK 3 Series“Refine the Delivery”
• Model Corner Cases• Expanded Search Capabilities • Build Metrics and Performance
Reports (Tuning and Measurement)• Other types of Processing Automation• Feedback from Playbacks
PLAYBACK 2 Series“Connect into the
Infrastructure”
• Data Flow Through• Other Systems of Record• SMTP• Data Warehouse • LDAP / SSO• EAI
PLAYBACK 1 Series “Build the Process”
• Author the Business Process Model
• Define the Roles / Participants
• Define the Data Elements / Variables
• Configure the Screens• Model the Rules across the
Screens and Model
PLAYBACK 0
“Define the Process”
• As-Is and To-Be Process Maps
• User Stories• Problems and Pain Points• KPIs/Metrics/SLAs• Opportunities for
Improvement• Process Triage• Process Charter and ROI
Playbacks = Running the process for an audience of 1+. The main playbacks are for sign-offs of the whole Business+IT team. There are more frequent playbacks, daily/weekly etc., for smaller audiences throughout the project.
CheckpointsAgreement on
Project Scope & Goals
Agreement on Process Flow and
Routing
Agreement on Data, UI, and Integrations
Agreement that Process Meets Business Goals
Technical Validation and User
Acceptance
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Representative Process ImplementationsImplementation Complexity Low Med High
Process Analysis Yes Yes Yes
Top-Level Business Processes 1 1 2
Lower-Level Business Processes 5 7 10
Coaches (Low/Med Complexity) 10/5 15/7 20/10
Process Variables 80 150 250
Rules (Low/Med Complexity) 5/0 7/2 10/5
Basic Reports & Scoreboards 4 6 8
Integrations 2 3 4
Length of Engagement ~10 weeks ~14 weeks ~16 weeks
This information reflects representative IBM-Delivered engagements and should
be used to understand what increases/decreases the complexity of an engagement.
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Sample Best Practices
Aspect Failure Mode Best Practice
Skipped Process Definition entirely, started with functional
requirements
Establish BPM analysis as its own recognized discipline
Definition
Unrealistic expectations, pushing too much scope in available time
Establish a risk-averse delivery timeline, starting with pilots and
eventually expanding
Definition
Absence of higher-level strategic goals against which to tie
projects, misalignment
Ensure justification of each feature and function in the
business case
Alignment
Decision by committee (no clear decision maker)
Define and communicate a clear decision-making process
Organization
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Involve the Business
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Frequently Asked Questions
‣What makes BPM different?
‣What happens after my first project?
‣What does that mean for resources?
‣How can IBM help ensure our success with BPM?
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Objective Prove Value and Suitability Embed in Core Operations Drive and Align Direction
Governance IT / Per Project Business + IT / Per Process Business + IT / Program
Result Proof Point Solutions Mission Critical Solutions Decision-enabling Solutions
Validate Adopt Transform
Navigating Your BPM Journey
Tal
ent
Maturity
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BPM Drives Shift to a Process-Driven Culture
Based on: Building a Business Process Improvement Roadmap, Janelle Hill - Gartner, 2007.
Functionally-Driven Process-Driven
Aligned by functional area. Roles & responsibilities Aligned by business process.
Little process visibility beyond their functional areas. Business leaders’ visibility Broad visibility of the end-to-end
business process.
Rely on IT department to schedule changes to application
code.Business rule changes
Rules and process steps are changed by business process owners.
Implicit. Hand-offs Explicit.
Defined within the function. Costs for accounting Defined by activities in the process context.
Led by business leader experience, intuition and data
analysis.Risk analysis Led by simulations based on
current operational conditions.
Individual hero. Culture Team.
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BPM Program
DefineDefine
ImplementImplement
OperateOperate
MeasureMeasure
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BPM Program Key Benefits
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BPM Program Critical Success Factors
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Recommended BPM Program Roles
BPM Platform and Support Team:
BPM Solution Teams:
BPM Leadership Teams:
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BPM Program Role Descriptions
Role Responsibilities Typical Experience Required
BPM Executives • Set direction and priorities to for BPM investments.
• Align BPM program and solution funding with corporate funding mechanisms.
• Provide cross organizational BPM program decision making and issue resolution.
• Establish and cultivate process culture within the enterprise.
• Establish operational governance within and across process boundaries.
> Accountability for funding and operational delivery for an organization that develops or utilizes BPM solutions.
> Understanding of key value drivers of both the organization and end customer served by the process.
> Recognition as a leader in the process domain by the key stakeholders.
> Organizational change leadership.
BPM Business Architects • Evaluate, prioritize and recommend specific BPM opportunities to move forward.
• Establish and maintain alignment between BPM project measures and targeted strategic business outcomes.
• Manage and develop the BPM talent pipeline.
• Drive consistency in application of overall BPM solution approach.
• Establish and manage communication plan.
> Experience with business process design and analysis for complex, high value business processes.
> Experience communicating strategic value to mix audience of business and technology stakeholders.
> Experience road-mapping and triaging requirements for multi-phase business solutions.
> Strong communication and group facilitation skills.
BPM Technical Architect • Conduct detailed solution reviews and institutionalize technical implementation best practices.
• Identifies opportunities to refactor and reuse solution components.
• Plan and manage overall platform scale requirements.
> Experience with implementation of complex, high value business solutions and technical integrations.
> Understanding of performance and scale management in multi-tier application architectures.
> Understanding of data architecture, software design and coding best practices.
> Strong communication and group facilitation skills.
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IBM BPM Roles – Project Scale
32
Process Improvement Expert
IBM BPM Expert
IT/Technical Expert
Supporting Roles:
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IBM BPM Roles - Enterprise Scale
33
Process Improvement Expert
IBM BPM Expert
IT/Technical Expert
Supporting Roles:
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BPM Project Role Descriptions
Role Responsibilities Typical Experience Required
Process Owner • Establishes process goals and project success criteria.
• Provides clarity on process scope and relative value of process activities.
• Makes key business decisions that clear impediments to team progress.
• Provides cultural leadership to facilitate adoption of process improvements.
> Organizational accountability for the end goals delivered by the target process.
> Understanding of key value drivers of both the organization and end customer served by the process.
> Recognition as a leader in the process domain by the key stakeholders.
> Organizational change leadership.
BPMProgram Manager
• Guides Iterative Delivery.
• Manages scope, budget, and resources.
• Identifies and mitigates risks.
• Conduit for escalations and issue resolution.
• Provides internal and external status and dashboards.
• Lets Delivery Team deliver.
> Experience with software development leadership.
> Experience with iterative method or other similar RAD based methods.
> Microsoft Office, Microsoft Project, Process Design Tools.
> Blueprint and IBM BPM deployment experience.
BPM Analyst • Leads process improvement efforts.
• Expert in process decomposition, process/data analysis, scoping, optimization.
• Identifies business case, key opportunities, prioritized roadmap, and ROI.
• Identifies and enforces delivery of KPIs, SLAs, and scoreboards.
> Experience with process design, requirements gathering.
> Process decomposition and facilitation skills.
> Critical analysis and reporting skills.
> Exposure to Six Sigma/Lean methods, Financial Analysis tools and Change Management.
> Power user of Blueprint and IBM BPM Optimizer.
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BPM Project Role Descriptions (continued)
Role Responsibilities Typical Experience Required
BPM Developer – Process
(IBM BPM Consultants)
• Drives Business Playback sessions.
• Expert in IBM BPM features in the context of solutions.
• Implements process flows, services, business logic, and user interfaces.
• Develops KPIs, SLAs, and scoreboards.
• Models organization and task routing rules.
> Experience with software development on commercial or enterprise projects.
> JavaScript, basic SQL, workflow patterns and basic logic flows, user interface development, HTML.
> IBM BPM product expert.
BPM Developer – Integrations
(IBM Technical Consultants)
• Responsible for systems architecture.
• Designs and implements integrations, custom data storage, and complex data manipulations.
• Guides infrastructure design and implementation.
> Experience with software projects and OOAD. Experience in architecture planning and development projects.
> J2EE, Java, JSP, SQL, SOAP, XML, XSLT, patterns, advanced logic flows, EAI, .NET.
> Integration expert.
BPMS Administrator • Responsible for installation and configuration of application servers, databases, and enterprise operating systems.
• Identifies appropriate environment architecture required to support development, testing and production migration requirements.
• Performs troubleshooting and root cause analysis of system and application issues.
• Proficient in monitoring and tuning performance of a multi-tier solution with service based integrations.
>Experience with system administration of multi-tier business applications. Experience in architecture planning, application services, etc.
>J2EE, SQL, SOAP, XML.
>Experience managing applicable application servers – JBoss, WebSphere, Weblogic.
>Experience managing applicable database platforms – MS SQL Server, Oracle DB.
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BPM Project and Program Critical Success Factors
‣ Focus on Delivering Business Value• Consider readiness, complexity and impact to the business in selecting BPM opportunities• Establish a clear understanding of the business value (ROI) expected• Prioritize requirements based on impact to the business objectives
‣ Deliver Value in Manageable Pieces (Don’t Boil the Ocean)• Consider Readiness (Business and IT) for BPM• Consider Organizational Adoption (Absorbency / Training)• Consider Organizational learning that will feed back into Requirements
‣ Leverage an Iterative Approach• Breakout the delivery into functional components that can be ‘played back’ to the users• Leverage/Incorporate the feedback from the user community to better align the delivery• Maintain open communication and transparency to drive home an ‘on-target’ delivery
‣ Establish a Roadmap to Consistently Deliver Value• Prioritize the High Value Problems and address those first• Create a Roadmap that delivers value consistently, and in short cycles• Assign a Process Owner / Roadmap Owner
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Frequently Asked Questions
‣What makes BPM different?
‣What happens after my first project?
‣What does that mean for resources?
‣How can IBM help ensure our success with BPM?
ConfidentialConfidential38
Objective Prove Value and Suitability Embed in Core Operations Drive and Align Direction
Governance IT / Per Project Business + IT / Per Process Business + IT / Program
Result Proof Point Solutions Mission Critical Solutions Decision-enabling Solutions
Validate Adopt Transform
The BPM Journey
Partner with IBMTry it on your
own
Tal
ent
Maturity
TALENT GAP/RISK PROFILE
RISK
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Business Operations
Solution ImplementationsTechnology Operations
BPM TechnicalArchitect
BPM BusinessArchitect
BPMSAdministrator
Track
BPM Analyst
Track
BPMProgram Mgr
Track
BPMExecutive
Track
BPMDeveloper
Track
Core Roles and Typical Experience Requirements
Core Skills and BPM Context
Role Specific Expertise
Leadership and Architecture
At least 1 IBM Project
2+ Projects: ~1-2 years IBM experience
4+ Projects: >2 years IBM experience
BPM Executive
Leadership
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BPM Roles and Capabilities
Core Skills and BPM Context
Role Specific Expertise
Program Leadership and Architecture
Business Operations
BPMTechnical Architect
•Technical solution architecture
•BPM program & operations governance
BPMBusiness Architect
•Enterprise transformation leadership
•Enterprise process performance management
BPMExecutive
•Enterprise process performance management
•BPM program & operations governance
•Solution development mentoring
•Quality review & risk assessment
•Leading enterprise process change
•Business process/solution architecture
•Process based scoping, planning and budgeting
•Iterative process implementation
BPMExecutive
BPMProgram Mgr
BPMAnalyst
BPMDeveloper
BPMSAdministrator
•BPM program leadership
•Managing process based execution
•Report & KPI driven decisions
Recommended at Level 1:
•Process analysis•Detailed process mapping
•KPI identification
•Installation & configuration
•Core system administration
•Strategic relationship mgmt
•Value analysis•Business case development
•Value realization
•Complex process design & development
•Process data architecture
•Advanced technical integration
•Advanced process discovery & analysis
•Value analysis•Process simulation & optimization
•Business & Process Optimization
•Process Governance
•Capacity planning•Advanced system administration
•Performance tuning
BPMExecutive
BPMProgram Mgr
BPMDeveloper
BPMSAdministrator
BPMAnalyst
•Data Modeling•User interaction & report development
•Service Based Integration
•Process discovery & documentation
•User interaction definition
•Process activity modeling
Core Modeling Skills
Solution ImplementationsTechnology Operations
Build a Foundation for Succeeding with BPMAt least 1 IBM Project
2+ Projects: ~1-2 years IBM experience
4+ Projects: >2 years IBM experience
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Sample BPM Project Staffing Models
Supporting Roles:
Sample Core Team Configurations:
Role Low Complexity Project Medium Complexity Project High Complexity Project
Level 3
• BPM Business Architect• BPM Technical Architect
Level 2
• BPM Program Manager/ BPM Analyst
• BPM Developer (part time)
• BPM Program Manager• BPM Developers
• BPM Program Managers• BPM Developers• BPM Analysts
Level 1
• BPM Developers (1-3) • BPM Analysts• BPM Developers
• BPM Analysts• BPM Developers – Process• BPM Developers – Integration
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BPM Project Role Descriptions
Role Responsibilities Typical Experience Required
Process Owner • Establish process goals and project success criteria.
• Provide clarity on process scope and relative value of process activities.
• Make key business decisions that clear impediments to team progress.
• Provide cultural leadership to facilitate adoption of process improvements.
> Organizational accountability for the end goals delivered by the target process.
> Understanding of key value drivers of both the organization and end customer served by the process.
> Recognition as a leader in the process domain by the key stakeholders.
> Organizational change leadership.
BPMProgram Manager
• Guides Iterative Delivery.
• Manages scope, budget, and resources.
• Identifies and mitigates risks.
• Conduit for escalations and issue resolution.
• Provides internal and external status and dashboards.
• Lets Delivery Team deliver.
> Experience with software development leadership.
> Experience with iterative method or other similar RAD based methods.
> Microsoft Office, Microsoft Project, Process Design Tools.
> Blueprint and IBM BPM deployment experience.
BPM Analyst • Leads process improvement efforts.
• Expert in process decomposition, process/data analysis, scoping, optimization.
• Identifies business case, key opportunities, prioritized roadmap, and ROI.
• Identifies and enforces delivery of KPIs, SLAs, and scoreboards.
> Experience with process design, requirements gathering.
> Process decomposition and facilitation skills.
> Critical analysis and reporting skills.
> Exposure to Six Sigma/Lean methods, Financial Analysis tools and Change Management.
> Power user of Blueprint and IBM BPM Optimizer.
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BPM Project Role Descriptions (continued)
Role Responsibilities Typical Experience Required
BPM Developer – Process • Drives Business Playback sessions.
• Expert in IBM BPM features in the context of solutions.
• Implements process flows, services, business logic, and user interfaces.
• Develops KPIs, SLAs, and scoreboards.
• Models organization and task routing rules.
> Experience with software development on commercial or enterprise projects.
> JavaScript, basic SQL, workflow patterns and basic logic flows, user interface development, HTML.
> IBM BPM product expert.
BPM Developer – Integrations • Responsible for systems architecture.
• Designs and implements integrations, custom data storage, and complex data manipulations.
• Guides infrastructure design and implementation.
> Experience with software projects and OOAD. Experience in architecture planning and development projects.
> J2EE, Java, JSP, SQL, SOAP, XML, XSLT, patterns, advanced logic flows, EAI, .NET.
> Integration expert.
BPMS Administrator • Responsible for installation and configuration of application servers, databases, and enterprise operating systems.
• Identifies appropriate environment architecture required to support development, testing and production migration requirements.
• Performs troubleshooting and root cause analysis of system and application issues.
• Proficient in monitoring and tuning performance of a multi-tier solution with service based integrations.
>Experience with system administration of multi-tier business applications. Experience in architecture planning, application services, etc.
>J2EE, SQL, SOAP, XML.
>Experience managing applicable application servers – JBoss, WebSphere, Weblogic.
>Experience managing applicable database platforms – MS SQL Server, Oracle DB.
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Frequently Asked Questions
‣What makes BPM different?
‣What happens after my first project?
‣What does that mean for resources?
‣How can IBM help ensure our success with BPM?
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IBM “Process Know How”
1. Start with a Project, but plan for a Program
2. Up-front Analysis maximizes the value of project implementation
3. Iterative Playbacks minimize cycle time of delivery and change
4. Talent Development (not just training) is the key enabler for self-sufficiency
5. On-Demand Assistance most effective for maintaining momentum
‣ Proven methods developed over ~1000 BPM projects
‣ World-class team of BPM experts
‣ Differentiated approaches for achieving BPM success:
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Business Operations
Solution ImplementationsTechnology Operations
BPM TechnicalArchitect
BPM BusinessArchitect
BPMSAdministrator
Track
BPM Analyst
Track
BPMProgram Mgr
Track
BPMExecutive
Track
BPMDeveloper
Track
IBM “U”: Structured Talent Development
Core Skills and BPM Context
Role Specific Expertise
Leadership and Architecture
At least 1 BPM Project
2+ Projects: ~1-2 years BPM experience
4+ Projects: >2 years BPM experience
BPM Executive
Leadership
Multi-Level Multi-Level6
Projects Projects3
Ongoing Ongoing5
Exams Exams2
Mentoring Mentoring4
Role-Based Role-Based1
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Training
Configure Services to Fit Your Needs
On-Demand Assistance
Infrastructure Services
Mentoring
• Core Technical Skills• Core Discipline Skills
• Advanced Techniques *• Specialized Knowledge *
• Culture Building• Leadership Development
• Hands-on Guidance for New Team Members
• Organization-Specific Application of Core Skills
• Establish Organization-Specific BPM Approach
• Answers to How-to Questions • Solution Approaches• Solution Reviews
• Site Visits/Workshops• Add Short-term Capacity
• Application Installation and Configuration
• System Performance Management and Tuning R
ang
e o
f A
vail
ab
le
Ass
ista
nce
We have a flexible range of services available to help you achieve your critical outcomes. Tailor service approach based on your resource model, solution stage and BPM maturity.
Note: * Advanced and specialized training will be released with Level 2 certification tracks.
Solution Delivery
• Process Discovery & Definition• Process Solution
Implementation & Deployment
• Process Performance Measurement & Visibility
• Process Performance Optimization
• Program Leadership
• Solution Architecture
• Architecture Planning and Design
Confidential48
Days
Ser
vice
Off
erin
gs
Discovery WorkshopDiscovery Workshop
SolutionSolution
…
Process Improvement Visioning & Roadmap
CapabilityCapability
Services to Accelerate Your BPM Journey IBM offers the fastest and most cost effective approach to successfully navigating your BPM journey.
Jou
rney
S
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oal
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Co
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Succeed with an Initial Project
Establish a Program
Adopt withinLOB/Enterprise
Identify Business Challenge & Value
• Established business priorities & objectives.
• Build a plan for your BPM/BRM skills & potential.
• Deliver your first solution successfully
• Build foundational platform skills.
• Use early win to foster new adoption.
• Increase scope & impact of mission.
• Establish critical mass of platform skills.
• Establish governance & delivery consistency.
• Line-of-business / Enterprise focus.
• Align strategy and execution goals.
• Mature platform skills & solution discipline.
YearsWeeks Months
Business Process Strategic PlanningBusiness Process Strategic Planning
Business Transformation
Program
Business Transformation
Program
On-Demand Consulting AssistanceOn-Demand Consulting AssistanceSolution Checkpoints
Solution Checkpoints
COE Design/ Execution
COE Design/ Execution
Solution Implementation
Solution Implementation
Solution MentoringSolution
MentoringTrainingTraining
Quick Win Pilot
Quick Win Pilot
http://www.ibm.com/developerworks/websphere/services/
Confidential49
IBM Software Services Zone for WebSphereibm.com/websphere/serviceszone
BPM-specific resources including proven, prescribed, and repeatable assets and offerings to accelerate BPM adoption
Visibility across the worldwide skills & capabilities that only IBM Software Services for WebSphere can bring to your project
Access to WebSphere practitioners’ insight on project trends, best practices & emerging technologies through personal videos, blogs, articles & more
Discover defined offerings to get your project started quickly
What’s New?
The destination for WebSphere services-related resources, offerings, & technical skills to help you on your path to business agility
ConfidentialConfidential50
Thank You!