bpm application infrastructure

Rick Control Solutions © 2014 – www.riskcs.com – [email protected]

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


http://www.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



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.



Agenda

• ICT Challenges

• Solution Goals

• Vantage-Plus Overview

• Vantage-Point – BPM Infrastructure

• Vantage-Suite – Application Templates

• Benefits



1. ICT Challenges



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.



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



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



2. ICT Solutions Goals



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



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!



Strategies for Process Improvement

Business Definitions & Rules

Performance Tracking

Live Process Instances

Processes

Applications Monitoring

Strategy 1

3 4

Application Interface

2



3. Introduction A hybrid BPM Environment

Vantage-Plus



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



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



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



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.



4. Key Componets A hybrid BPM Environment

Vantage-Plus



4.1 Technical Infrastructure



Based on BPM Industry Standards

• BPM Engine (Jboss)

• BPMN2 Modeling

• Inc Business Rules (Drools)

• Application Servers

• Jboss

• Weblogic

• Websphere

• Database

• Hibernate (independence)



4.2 Application Infrastructure

Vantage-Point



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



4.2.1 Declarative Framework

Vantage-Point



Declarative – Business Environment



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



Flexible Product Structures

Customer Focused Product Structures

Product / Organization mapping



4.2.1 BPM Toolkit

Vantage-Point



Vericos Shared BPM Infrastructure



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



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



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



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:-



4.3 Application Templates

Vantage-Suite



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



5. Benefits



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)



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



Demo

Call or e-mail for a login to the on-line demo –

on “the cloud”



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



The End

Thank You!

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W: www.riskcs.com

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