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Transcript

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

ERP‟s Portal / UI‟s ESB‟s/

Services Security Monitoring

Data Warehouses/

BI Databases Mainframes App Servers

Unstructured Content

6 © 2011 Pegasystems Inc.

Social Networking

Modernization & Agility

Mobile Devices

Transparency & Visibility

Cloud Computing

Case Management

Decision Makers in

Agencies,

Legislation,

White House

7 © 2011 Pegasystems Inc.

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

11 © 2011 Pegasystems Inc.

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

12 © 2011 Pegasystems Inc.

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

13 © 2011 Pegasystems Inc.

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

14 © 2011 Pegasystems Inc.

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

15 © 2011 Pegasystems Inc.

Buyer Seller Shipper

Choreography

Seller Buyer Shipper

End-To-End Integration:

System/Partner and Human Participants

Orchestration Orchestration Orchestration

16 © 2011 Pegasystems Inc.

Data Model - Customization

Databases

ERP

Services

Data Model defined to match Process

and Policies

Can be designed to aggregate data

elements from multiple SOR

17 © 2011 Pegasystems Inc.

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

18 © 2011 Pegasystems Inc.

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

19 © 2011 Pegasystems Inc.

Distributed Execution

Full Desktops

Mashups

Services

Batch Files

API‟s

Atomic Models

Pega Approach is Different

Rules

Processes

UI

Integration

20 © 2011 Pegasystems Inc.

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?

22 © 2011 Pegasystems Inc.

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? What’s the value?

23 © 2011 Pegasystems Inc.

Case Execution

Enterprise Repository

Model and Build

Innovative

BPM Solutions

Monitoring &

Improvement

BPM, Social Networking, and Collaboration

24 © 2011 Pegasystems Inc.

Leveraging Social Media

25 © 2011 Pegasystems Inc.

Mobile App Strategy

Model-driven HTML5/CSS3 mobile apps

Deployed as mobile web applications OR native apps

Worklist „Harness‟ Perform „Harness‟ New „Harness‟ Confirm „Harness‟

26 © 2011 Pegasystems Inc.

BIX Analyze Pega BPM in a Data Warehouse

Feature Benefit

Extract work consistently from multiple implementations

BPM visibility across the enterprise

Specify work details, indexes in graphical pick list

Easier and better controlled extracts make ETL projects faster

BIX can access all data – work details, assignments, process history – directly from Pega BPM

No need to expose or refactor work for reporting, BI, and DW initiatives; simpler projects and easier changes

Integrated reports and dashboards can now include BPM system details

Improved visibility means better control and faster response

Detailed control over timing and mechanics for each set of data from each application or system

Low performance impact; easy use of existing ETL tools; no need for custom coding and batch changes

27 © 2011 Pegasystems Inc.

Share Data with Data Warehouses

28 © 2011 Pegasystems Inc.

Decision Management

Have intelligent conversations with customers Decision strategies to meet business objectives

Predictions of customer behavior, value, preferences

Cross-channel customer experience, and determine best channel

Decisions for Next-Best-Action (and -Offer and -Process)

Agents

Shops

Self Service

Ads, Letters…

Customer

Needs Retention

Risk

Reduction

Growth

Service

Business

Objectives 1:1 Business Case

to decide

Next-Best-Action

29 © 2011 Pegasystems Inc.

Configure in Process Flow

Controls specify where strategy

and response are run in a Pega

BPM flow

Integrate strategies directly in a flow, for

maximum flexibility and speed, minimum

effort to get customer results

What is it?

These properties are

the customer response

Run Strategy

Get Response

What’s the value?

30 © 2011 Pegasystems Inc.

JEE Container

Data Source Connection Pools

Pega .ear / .war file

Single

Sign On

Session Services

Generated Code

Data Services

Execution Services

Generation Services

Operator ID

Operator ID Access Group

Organization

Application

PRPC

Authentication

External

Authentication

Role Role

Container

Managed

JAAS

Authentication / Authorization Services

Model

Operator ID

Fit with existing security infrastructure

31 © 2011 Pegasystems Inc.

Ensure application Security

Data encryption in memory and at rest

Field and Object Level Encryption

Supports SSL/HTTPS through the application server

Passwords for Integration Services, Email, Agents can be encrypted

Site Specific Ciphers used for encrypting Properties and BLOB‟s – Customer‟s preferred JCE provider

User Names and Passwords for JNDI lookups are encrypted

URL obfuscation – prevents display of sensitive information and URL manipulation

Full logging and audit of repository changes

OWASP Top Ten security Features addressed in PRPC ( White Paper Available )

32 © 2011 Pegasystems Inc.

Pega .ear / .war file

Session Services

Execution Services

Data Services

Generation

Services

Genera

ted C

ode

Fit into existing monitoring and management

Logging (Log4J)

Performance

Alerts (Log4J)

System

Management

Console

Tracer

JMX

MBeans JMX

MBeans JMX

MBeans

Autonomic Event

Services

33 © 2011 Pegasystems Inc.

AES v. System Monitoring

Performance

Alerts (Log4J) Logging (Log4J)

JMX

MBeans JMX

MBeans JMX

MBeans OS Databases

34 © 2011 Pegasystems Inc.

Move securely to the Cloud

Development, Test,

Production

Data encrypted in-

flight and at rest

Intrusion detection

Region / Country of

Origin support

35 © 2011 Pegasystems Inc.

The Cloud extends your Ecosystem

PegaCloud 100% Portability On Premise

Common Technology Platform

36 © 2011 Pegasystems Inc.

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

Applications Legacy

Applications

SO

A

ESB

Cu

sto

me

r Orie

nte

d

Arc

hite

ctu

re (C

OA

) Customers

Customer Oriented Architecture (COA)

Source: Pega 2011

Industry Frameworks

Cross-Silo Solutions

Immediacy

1. Directly Capture

Objectives

2. Situational Layer

Cake

3. Automate the

Work

Multi-Channel Interactions

37 © 2011 Pegasystems Inc.

With Business Process Management

I CAN….

38 © 2011 Pegasystems Inc.

Questions?


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