bpm application infrastructure
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Rick Control Solutions © 2014 – www.riskcs.com – info@riskcs.com
BPM Application Infrastructure . . . Easier to define, configure & deploy
Vantage-Plus The next Big thing in BPM – Putting it to work!
Banking Insurance Logistics Manufacturing SME
Define Collaborate
Connect Configure
Deploy
Rick Control Solutions © 2014 – www.riskcs.com – info@riskcs.com
Rick Control Solutions © 2014 – www.riskcs.com – info@riskcs.com
The Big Issue(s) for BPM
The Big Issue is:-
• How to move from a Process Model to Prototype to Deployment
And how to . . .
1. How to scale up across locations
2. Extend processes to include third-parties
3. Handle exceptions
Rick Control Solutions © 2014 – www.riskcs.com – info@riskcs.com
Prelude to Vantage(+)
This presentation is intended to introduce the viewer to the concepts and
benefits of a BPM Applications Infrastructure that sits above a traditional
BPM technologies (the process and rules engines).
The prime objective of the BPM Application Infrastructure is to be ….
“business aware” in the visualization and implementation of business rules
and processes
… to better adapt to changes to the business environment without incurring
delays or costs at the application level.
Rick Control Solutions © 2014 – www.riskcs.com – info@riskcs.com
Agenda
• ICT Challenges
• Solution Goals
• Vantage-Plus Overview
• Vantage-Point – BPM Infrastructure
• Vantage-Suite – Application Templates
• Benefits
Rick Control Solutions © 2014 – www.riskcs.com – info@riskcs.com
1. ICT Challenges
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Current Challenges(1) – Legacy Environment
• Inefficient & costly – manual, clerical,
paper based, duplication
• Disparate & duplicated data
• Cumbersome & inflexible to maintain
& support
Current application environment remain continue to be cluttered with many disparate
functionally based application; resulting in:
Integrated cross functional business processes are
difficult to implement.
Particularly across multiple parties, role & locations
Even though BPMN diagrams provide a good discuss
point.
Rick Control Solutions © 2014 – www.riskcs.com – info@riskcs.com
Challenges – Enhance, Build or Buy
Build – Traditional SDLC – Remains ineffective and risky
Buy - Commercial Off The Shelf – expensive & lacks fit
• Functionally focused
• Fit – requires customization
• Proprietary environment
• Standalone - requires integration
• Technical complexity & High TCO
• Vague business alignment
• Not adaptable to change
• Resource constrained
• Difficult to control
• Subject to cost & time overruns
2. CIO are still faced with the Build/Buy conundrum
Rick Control Solutions © 2014 – www.riskcs.com – info@riskcs.com
BPM Issues
1. Currently BPM focuses on modeling &
visualization
2. Organization, Roles & responsibilities and
relationships are difficult to map and
enforce.
3. Interaction with 3rd parties is difficult
4. Difficult to address live implementation
constraints – support for how people work.
5. Roles & Responsibilities are not clearly
defined
6. Document, Correspondence & checklists
are difficult to integrate to the process
7. Tracking and reporting (SLAs) is
mismatched with responsibility
BPMN2 diagrams can hide much of the
implementation complexity
Rick Control Solutions © 2014 – www.riskcs.com – info@riskcs.com
2. ICT Solutions Goals
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A Modern ICT Architecture
• Business Process rather than Functional
• Inclusive rather than exclusive
• Rapid Development & Implementation
• Flexibility for enhancements and change
• A single shared infrastructure
• Single shared reduced cost platforms
• Performant & scalable
• Technology Independent (amap)
• Open SOA Approach
1. Faster Time to Market
2. Future Proofed – Dynamic Flexibility
3. Exploit Current Investment
4. Increased visibility
5. Less Complexity
6. Reduced Risk
7. Less effort, better ROI
What’s Required
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Business Objectives
BPM INTEGRATED APPLICATIONS & CONSOLIDATED DATA
Creating Customer Value-chain
Note: This does not necessarily mean replacing all
legacy systems just that processes are like to span
them. It is therefore desirable to have some solution
that can provide the “glue” to ensure process can
operate across them!
Rick Control Solutions © 2014 – www.riskcs.com – info@riskcs.com
Strategies for Process Improvement
Business Definitions & Rules
Performance Tracking
Live Process Instances
Processes
Applications Monitoring
Strategy 1
3 4
Application Interface
2
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3. Introduction A hybrid BPM Environment
Vantage-Plus
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Vantage-Plus - Introduction
• People
• Products
• Processes
Productivity, Efficiency, Cost
• Multi-Party
• Multi-Role
• Multi-Location
Vantage-Point - BPM Application Infrastructure & Toolkit
Vantage-Suite - BPM Application Templates
An inclusive, results focused BPM environment
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Application
GUI Modules
Environment Process
Business Rules Decision Table (xls)
Separation of the business definitions,
Processes and Business Rules from
the Application GUI.
This ensures sharing and reuse and
minimizes development (& change)
time for the new unique parts.
Vantage-Plus - Concepts
Separation of Business Processes and Rules from Applications
Rick Control Solutions © 2014 – www.riskcs.com – info@riskcs.com
Vantage-Plus - Objectives
1. Inclusive BPM, covering complete organization, partners, products and
services
2. Reduce Time to Market (RAD) – minimize the need for customization
(<15%), utilizing process templates and configurations for instant
prototyping
3. Reduce risk of failure – utilize a proven BPM application infrastructure
- 80% of new processes share and reuse stock component and
configuration
4. Reduced technical complexity – use standard technical infrastructure
5. Facilitate change – rather than simply adapt to it
Rick Control Solutions © 2014 – www.riskcs.com – info@riskcs.com
Vantage-Plus – Solution Overview
Vantage-Plus – A 3 Tier BPM Architecture (from the bottom up)
1. Vantage Suite - a series of
common application templates
that can be used to fast track
deployments.
2. Vantage Point – a proven, highly
configurable BPM Applications
Infrastructure that facilitates better
“fit” to your business environment,
facilitates sharing & reuse and
reduces time-to-market (costs).
3. Built on top of industry standard
technologies to help reduce
overheads, complexity and risk
1
2
3
Vantage-Point (Tier 2) is the main component and focus of this presentation as it provides the bulk of the
functions and capabilities that results in 80% of any resulting application. As a result we shall describe
this tier in some detail in the following section. Tier 1 & 3 will be presented very briefly afterwards.
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4. Key Componets A hybrid BPM Environment
Vantage-Plus
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4.1 Technical Infrastructure
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Based on BPM Industry Standards
• BPM Engine (Jboss)
• BPMN2 Modeling
• Inc Business Rules (Drools)
• Application Servers
• Jboss
• Weblogic
• Websphere
• Database
• Hibernate (independence)
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4.2 Application Infrastructure
Vantage-Point
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Based on BPM Industry Standards
A shared BPM infrastructure on which integrated collaborative
applications can be prototyped, implemented and improved.
Solution is divided into 2 distinct parts:
1. Declarative Framework – to define your business
environment
2. Functional Toolkit – key shared components used to enrich
the process
BPM Toolkit Verification
Approvals
Customer
Management
Process
Management
Scoring
Segmentation
Document
Messaging
Organization Customers Products Partners Processes
BPM Declarative Framework
Vantage-Point
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4.2.1 Declarative Framework
Vantage-Point
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Declarative – Business Environment
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Flexible Organization Structure
Hierarchic Structure
Group Authorizations
• Permissions
• Guest
• PTP
• WO
Group Assign
• Draw New Case
• Transfer Case
• Refer Case
• Escalate Case
• Prioritize Case
• Correspondence
• Reports
Multi-Party, Multi-Location, Multi-Role
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Flexible Product Structures
Customer Focused Product Structures
Product / Organization mapping
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4.2.1 BPM Toolkit
Vantage-Point
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Vericos Shared BPM Infrastructure
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Single (Web) Screen Workspace
Single contact screen with “quick entry” action/results
Key Features • Intuitive Panel Layout
Contacts
Case Detail
Tabbed Info
• Case-based Menu
• Quick Entry Actions
• Fast Draw Next Case
• Scripting and Alerts
Benefits 1. Effective Customer
Communication
2. Reduced Clerical tasks
3. Reduced time between
calls
4. Increased one call
response
5. Reduced cost
Solution features
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Integrated Document Management
• Forms - Structured PDF Documents
with Data & Mail-merge
• Multi-recipient Correspondence
(Letters, E-Mails and SMS) – with
Mail-merge
• Documents (Scanned, Images etc.)
• Process integration and Interaction
• Role Assignment & Entity Grouping
• Folders & Checklists
• Visibility at Customer, Account,
Contact & Case
• Bulk segmented document sending
e.g. for sales promotions etc.
• Hooks for external CMS/DMS links
Documents, Correspondence & messages (e or otherwise) still for the
basis for all inter-process interaction and communication
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Risk Level Loan Approval Policy Collections Strategy
Hi Reject N/A
Med 1 BLR + 1% Pre-Collect (Calls)
Structured Dunning :-
X-Days on – SMS & Calls
Med 2 BLR - < 2 bill Structured Dunning
Current – SMS Bill Notice
X-Days – SMS Due
30-Day on SMS & Calls
Low BLR – pre-approve < 1 mill SMS X-Days, SMS+ Calls 30-Day on
Preferred
Customer
BLR – 1% - reset limit 5 mil X-Day – SMS Bill Notice
30 Day – Bill and Due Rem
60 Day – Personal Call
1. Segmentation
2. Sales Qualification
3. Loan Pricing – interest and fees
4. Loan Constraints – loan amounts & tenure
5. Collections Strategies - Preemptive
Scoring & Profiling
Example - Analytic driven processes
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1. Operational Snapshots
2. Business Activity Monitoring
3. Business Reporting & Intelligence
Process Monitoring & Performance Reporting
Reporting Data Environment
Vantage-Point captures data at the action, event
level and can then easily establish meaningful
business intelligence by relating such case data
back to the business subject areas defined in the
declarative environment.
The creation of internal data marts for both
portfolio (customer) and organization
(performance) support a number of different types
of reports and analysis:-
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4.3 Application Templates
Vantage-Suite
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Stock BPM Application Templates
Vantage-Suite is a library of BPM application templates that can be used as-is or cloned
to “fast-track” deployments. Subsequently they can be tailored and enhanced for
specific client requirements. Templates includes the following processes:
• Sales & Marketing
• Pre-Sales
• Finance Origination
• Disbursement
• Policy Claims
• Extended Warranty
• Customer Service
• Collections & recovery
• Supply-Chain & Distribution
• SME Fulfillment
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Benefits - Overview
1. Based on Open Industry Standard (jBPM) 2. Enhanced by Shared BPM Infrastructure
3. Rapid Application Development (Iterative) 4. Customer/Process Value-chains)
Rick Control Solutions © 2014 – www.riskcs.com – info@riskcs.com
Benefits – Vantage-Point
1. Business focus (not technology) – ensures alignment & fit
2. Declarative business environment - shared across processes
3. Shared functional collaborative tools - configured by process instance
4. RAD – Faster time to market -> Ready to Implement .
5. Reduced resources -> reduced dependencies -> better project control.
6. Improved flexibility helps support & Maintenance -> empowers BPI
7. You own & maintain the customer & applications (we support the infrastructure)
8. Performant & Robust -> Implement once use many -> Share & Reuse
9. Reduced Cost, Reduced Risk -> Greater success greater profits.
Integrates all app modules in credit cycle – FOS/CC & Collections
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Demo
Call or e-mail for a login to the on-line demo –
on “the cloud”
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Demonstration – Interest Areas
Defining Processes (jBPM) Functional Toolkit Sample Apps
Overview Case Types LOS
• Processes • Screen • Pre-sales Simulation
• Swimlanes (Roles) • Menu • Cust/Contacts
• Activities • Action/Results • Details
• Customer • Tabs
• Integration with VP Workflow/BPM Engine • Score
• Tracking • Asset
Declarative Framework Documents Partners
Organization • Correspondence • Approval Activities
• Org-hierarchy (Roles) - Mail-Merge • Responsibilities
• Location - Email
• TP - SMS EW
• Customer • Forms (PDF) • Make & Model
• Authorizations etc • Scripts • Portal
Products & Services Folders Collections
• Plans • Document • PTP
• Promo • Checklist • Reports
• TOU - Documents & Events
• Activities • Plan DS
- TOU • Customer Care
- Dynamic • NDA
• Samples
Scorecards
• Flexi
• Risk-based
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The End
Thank You!
E: info@riskcs.com
W: www.riskcs.com
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