bpm product update & soa (anthony ng) - ibm · © 2008 ibm corporation ® bpm product update...
TRANSCRIPT
© 2008 IBM Corporation
®
BPM Product Update & SOA
Anthony NgIBM ECM Technical Sales Manager, Asia [email protected]
IBM Software Group | Information Management software
2© 2008 IBM Corporation
Where are your processes today?FACT: Any business activity belongs to some process, but it may not be recognized or treated as such
Packaged or custom apps– Costly to implement– Often fail– Difficult to change
Manual processes– Inefficient– Error prone
Lack of control, visibility, measurability
IBM Software Group | Information Management software
3© 2008 IBM Corporation
80% of Enterprise Data is Unstructured
Databases
• Billing statements• Claims images• Customer
correspondence• Mortgage docs• Contracts• Signed BOLs• Healthcare EOBs• Marketing collateral• Website content• Voice authorizations• Signature cards• Credit enrollments• Material Safety
Data Sheets• ISO 9000 docs• Plant schematics• Product images• Spec sheets
….and much more!
IBM Software Group | Information Management software
4© 2008 IBM Corporation
CRMERP Host
Enterprise Applications – Silos of Automation
Challenges
Change within a silo
Integration across silos – EAI
Adding new apps to leverage existing data & logic
Visibility across silos
ContentContentDBDBDBDB ContentContent
IBM Software Group | Information Management software
5© 2008 IBM Corporation
BPM Market Size & Growth
By the end of 2006, the BPMS market reached $1.7 B…and began to exhibit the characteristics of an early mainstream market; that is, it features proven technology, stable vendors, vendor consolidation and rapid user adoption.…the BPMS market will have a CAGR of more than 24% from 2006 to 2011.…BPMS will reach $5.1 B in total software revenue by 2011.
- Magic Quadrant for BPM Suites, 2007, Gartner, Dec. ‘07
By 2008, more than 50% of large organizations will use BPM.…40% of the Global 2000 will have initiated BPM programs to transform their management practices.
- Dataquest Insight: BPMS Software Market SizeForecast, Worldwide, 2006-2011, Gartner, Feb. ‘07
IBM Software Group | Information Management software
6© 2008 IBM Corporation
BPM Drivers & Benefits
Reduce manual, paper-based processingIncrease productivityEmpower business userImprove customer serviceGain process visibility and controlBecome more agile and stay competitiveEnhance collaborationBetter alignment of strategies & operations
IBM Software Group | Information Management software
7© 2008 IBM Corporation
BPM can help align strategies and operations
BusinessBlueprintBusinessBlueprint
BusinessStrategiesBusinessStrategies
BusinessOperationsBusiness
Operations
BusinessPerformanceBusinessPerformance
BusinessArchitectureBusinessArchitecture
ITArchitectureITArchitecture
Model people,info, processes,products, …
Model people,info, processes,products, …
Implementprocesses,rules, services,objects, …
Implementprocesses,rules, services,objects, …
Monitor,measureMonitor,measure
Optimize &Innovate
IBM Software Group | Information Management software
8© 2008 IBM Corporation
The BPM value proposition
Value to shareholders
and competitiveness
Stakeholders
Processmodeling
Processexecution
Knowledge
Efficiency
IT agility
Compliance &consistency
Processmonitoring Business insight
BPM adoption maturity Process
optimization Transformation
Workers, supervisors and managers CIO CFO CXO CEO
lower higher higher
lower
Customers and partners
IBM Software Group | Information Management software
9© 2008 IBM Corporation
BPM Trends, 2007-’08Content mgmt now a main requirement for BPM: Document & records mgmt to store, archive, index, pick & track all types of content -GartnerImportance of Content-centric BPM in a recessionary economy -ForresterMigration from templates to frameworks & BPM-enabled packaged apps to build process apps faster –ForresterBusiness-user driven BPM – flexible UI; enable business users to actively participate in process lifecycle -GartnerCompliance & regulatory mandates; e.g. SOX, Basel II, HIPAA -ForresterUplift from SOA: BPM-SOA synergy and increased adoption of composite and dynamic business apps. -Forrester
IBM Software Group | Information Management software
10© 2008 IBM Corporation
Source: BPM and SOA, Better Together, Paolo Malinverno, Janelle B. Hill, Gartner, Feb 2007.
BPM & SOA Better Together
“Organizations that align their BPM and SOA initiatives in 2007 will double their likelihood of
becoming an industry leader by 2011”
“…SOA and BPM initiatives…are more successful and the benefits are compounded when they are united”
IBM Software Group | Information Management software
11© 2008 IBM Corporation
Service
A repeatable business task – e.g.
check customer credit; open new account
SOA Basics
Service orientationA way of integrating your
business as linked services
and the outcomes that they bring
SOA
An IT architectural style that supports service orientation
Composite application
A set of related & integrated services that
support a business process built on an SOA
IBM Software Group | Information Management software
12© 2008 IBM Corporation
Key Benefits of SOA
Increased agility (responsiveness to business change)
– Build and change applications/services faster
Increased resource utilization, asset reuse– Expose IT resources as services
Consistent, progressive, and flexible implementation
Reduced integration and IT cost
IBM Software Group | Information Management software
13© 2008 IBM Corporation
CRMERP Host
From Locked Silos to Services to Orchestration
ECMServices
ECMServices
ContentContentContentContent
IBM Software Group | Information Management software
14© 2008 IBM Corporation
BPM, ECM, SOA: Build Content-centric Process Apps
ERP CRMHostEISEIS
Low-levelservices
Low-levelservices
Business orcomposite
services
Business orcomposite
services
ECMECM
Processmanagement
Processmanagement
CompositeApps
BPMBPM
SOASOA
BRMBRM
CEVA
UIUI
IBM Software Group | Information Management software
15© 2008 IBM Corporation
Process Types
People Intensive– Exception handling
– Order to cash
– HR, on-boarding
– Claims processing
Document Intensive– Claim processing
– Accounts payable
– Medical records
– Mortgage origination
– Compliance, SOX
Integration Intensive– Straight-thru processing
– Integration with apps
– Order fulfillment
– Supply chain mgmt
Decision Intensive– Mortgage origination
– Inventory mgmt
– Sales promotion
Source: Forrester
IBM Software Group | Information Management software
16© 2008 IBM Corporation
Content-Intensive Processes & Requirements
Processes– Loan approval
– Mortgage origination
– Claim processing
– New account opening
– Invoice processing
– Accounts payable
– Litigation support
Requirements– Image capture
– Forms processing
– Document mgmt
– Human activities
– Records mgmt
– Discovery & search
– Archival
IBM Software Group | Information Management software
17© 2008 IBM Corporation
BPM 10 Functional Areas
Process ExecutionProcess Execution
CollaborationCollaboration
BEM & BAM & BIBEM & BAM & BI
Content MgmtContent Mgmt
Registry & RepositoryRegistry & Repository
Simulation & OptimizationSimulation & Optimization
Model-driven Design & DevModel-driven Design & Dev
System Mgmt & AdminSystem Mgmt & Admin
Business Rule MgmtBusiness Rule Mgmt
System Connectivity (Adapters & ESB)System Connectivity (Adapters & ESB)
Based on Gartner BPM MQ ‘07
IBM Software Group | Information Management software
18© 2008 IBM Corporation
IBM FileNet BPM Supports the Full Process Lifecycle
Process EngineProcess EngineD
esig
ner
Des
igne
rBA
MB
AM
BPFBPF
Sim
ulat
orSi
mul
ator
eFormseForms
Content EngineContent Engine
Ana
lyze
rA
naly
zer
P8 BPM
Mod
eler
Mod
eler
IBM Software Group | Information Management software
19© 2008 IBM Corporation
The Synergy between Process & Content
Active content – A change in content launches a process
Content defines the context in which decision are made in processes
Process execution may change content
Processes, rules, forms are content subject to versioning, search, metadata, etc.
P8 BPM fully captures and leverages this synergy
Content-aware Process
Process-aware Content
IBM Software Group | Information Management software
20© 2008 IBM Corporation
Forrester on IBM P8 BPM
“IBM IS THE HANDS-DOWN, ALL-AROUND LEADER FOR DOCUMENT-INTENSIVE BPM ” - Forrester
Forrester Wave™: Business Process Management For Document Processes, Q3 2007
The Forrester Wave is copyrighted by Forrester Research, Inc. Forrester and Forrester Wave are trademarks of Forrester Research, Inc. The Forrester Wave is a graphical representation of Forrester's call on a market and is plotted using a detailed spreadsheet with exposed scores, weightings, and comments. Forrester does not endorse any vendor, product, or service depicted in the Forrester Wave. Information is based on best available resources. Opinions reflect judgment at the time and are subject to change.
IBM Software Group | Information Management software
21© 2008 IBM Corporation
BPMN based Process Modeling in Visio for BusinessEnable and empower business and non-technical users to model business processes; direct input to process apps
Provide a common process language for both business & IT
Intended for business analysts, non-technical users
XPDLXPDLBPMNBPMN
MappingMapping
IBM Software Group | Information Management software
22© 2008 IBM Corporation
Process Standards BPMN & XPDL
BPMN by OMG
Version 1.0
Process modeling notation to communicate business processes
Empowers business to participate in process modeling
Close gap between modeling and implementation
No storage format specified
XPDL by WfMC
Version 2.0
Process definition standard
Explicit support for human activities
XML process format for exchange across tools
Possible file format for BPMN
Extensible
IBM Software Group | Information Management software
23© 2008 IBM Corporation
BPF for Building Process Apps FasterAgile dev – build & deploy process apps fasterMore flexible UI, better developer & end-user experienceA flexible framework should be a part of every BPM dealBPF 4.1 (Q1’08) with new Case Management capabilities– Case Merge, Split; multiple object repository support
DesignDesign
Configure& DeployConfigure& Deploy
ExecuteExecute
IBM Software Group | Information Management software
24© 2008 IBM Corporation
P8 BPM with eFormsRapidly create high fidelity, highly intelligent forms
Easy to use forms design tool and spreadsheet like logic – no coding
Forms become the UI for steps in business processes
NEW: Lotus Forms can plug into P8 BPM processes
ExecuteExecuteDesignDesign
Configure& DeployConfigure& Deploy
IBM Software Group | Information Management software
25© 2008 IBM Corporation
Process Simulator – Enables Optimization
Run simulation on process models per defined parameters such as resources & costPerform what-if analysesIdentify bottlenecks in processes prior to deploymentMitigate RiskEnables process optimizationIntegrated with process analytics
IBM Software Group | Information Management software
26© 2008 IBM Corporation
BPM & Business Intelligence (BI)
Historical Performance Visibility
BI on BPM – generate reports on processes
BI in BPM – better decision making within processes
BI-driven BPM – result of a BI activity may launch a process
OLAP to get reports on process performances
IBM Software Group | Information Management software
27© 2008 IBM Corporation
Business Activity Monitoring – BAMReal-time operational visibility & performance management
Threshold monitoring & alerts
Event detection & correlation
Aggregate and correlate multiple data sources
Actions tied to alerts
User-configurable dashboards
“By 2009 BPMSs will become thefocal point for empowered managers,enabling proactive or reactiveresponses to opportunity and threatscenarios…”
-Gartner
IBM Software Group | Information Management software
28© 2008 IBM Corporation
Content-centric BPM &Compliance
File Plan
PolicyManagement
Records Management
Active GRC … Controls and Risks are Enforced,
Tested, Monitored, Audited and Reported “In-Process”
Content / EmailArchiving and
Classification in Context
Records Automatically Retained and Classified
Legal Discovery and Content Analytics
are Enabled
IBM Software Group | Information Management software
29© 2008 IBM Corporation
P8 BPM & Web Services
WS API
UDDIUDDI
PE
J-API
Supports a subset of BPEL– Consume a WS in a process– Publish a process as a WSWS-ReliableMessaging– Guarantee of message delivery per
criteriaP8 BPM integrated with WebSphere SOA-enabled BPM– PE-WPS interoperability (full BPEL
support)– WSRR (Registry & Repository)
integreation
IBM Software Group | Information Management software
30© 2008 IBM Corporation
P8 BPM Complementing WebSphere BPM
Integration with WebSphere BPM– WebSphere Process Server interoperates with FileNet Process Engine– WebSphere Business Modeler as the modeling tool for FileNet BPM– WebSphere Business Monitor as the monitoring tool for FileNet BPM– WebSphere Service Registry & Repository (WSRR) as registry/repository
Process EngineProcess Engine
Process DesignerProcess Designer
BAMBAM
Process SimulatorProcess Simulator
eFormseForms
Process AnalyzerProcess Analyzer
Visio ConnectorVisio Connector
Business Process FrameworkBusiness Process Framework
WebSphere ModelerWebSphere Modeler
WebSphere MonitorWebSphere Monitor
WSRRWSRRContent EngineContent Engine WPSWPS
IBM Software Group | Information Management software
31© 2008 IBM Corporation
Migration from eProcess to P8 BPMVisual Workflo & eProcess are older process productsTo take full advantage of BPM, eProcess customers need to move to P8 BPMeProcess 5.2 (Q4’07) makes it easy to migrate from eProcess 4.2.x, 5.0 & 5.1 to P8P8 BPM & eProcess 5.2 can be deployed in a hybrid modeUnified inboxNon-disruptive upgrade & migration
eProcessServer
AE
PE
CE
WebServices
LDAP
eProcess P8
OpenClient
IBM Software Group | Information Management software
32© 2008 IBM Corporation
P8 BPM for CMv8 Customers
CMv8 customers need workflow/process capabilities– e.g. US Air Force
Currently a services based offeringPartner solutions include integration code and UI– TriTek– SysCom– Crowe Chizek– Silicon Plains
Plans for product integration – Q4– Direct integration to IBM CM Repository– Active Content for CM8
• Launch processes based on CM8 content arrival– CE Operation for CM8
• Operate on CM8 content from FileNet BPM processes
CMv8
P8 BPM
P8 CM
IBM Software Group | Information Management software
33© 2008 IBM Corporation
BPM & BRMS
RulesEngine
Rules are more dynamic and can change easier than processes
Make processes more flexible, smarter, agile, and less complex
Outsource complex decision making to a BRMS
Collect metrics, enforce SLAs and policies
Rule agnostic – multiple partners, best of breed
Different types of rules: process, UI, inference/decisions, monitoring, etc.
IBM Software Group | Information Management software
34© 2008 IBM Corporation
Challenge
Solution
Process Transformation Impacts Bottom Line
Capturing missed revenue and eliminate waste from the process results in an estimated
benefit of $1.03M annually.
Business Benefits
• Increased % of automatically processed bills from 60% to 90%
• 1 billing clerk now manages work previously done by 6 clerks
• Complete billing process visibility –ability to quickly identify bottlenecks
• Completely automate dray carrier assignments and payments
• Estimate an additional $870K in additional revenue captured annually
• Estimate staffing savings of $160K annually
• Complex, error prone manual billing process
• Need to automate dray carrier work assignments and payments
• Lost revenue due to inability to accurately track charges
• IBM ECM chosen as ECM standard• Web based application allows dray
carriers to select work assignments, confirm deliveries and submit invoices; application also maintains carrier’s work and payment history
• Streamlined, rules-driven billing application integrated with PeopleSoft
• BPM-driven workflow system for capturing and billing chargeable driver detention events
• Integration with ILOG to manage complex billing rules
IBM Software Group | Information Management software
35© 2008 IBM Corporation
P8 BPM Product Futures“BPM for the Business” Initiative– Provide a unified, intuitive and collaborative experience for customers and
partners to create configurable & extensible BPM solutions
– Integrated modeling, design, collaboration, and UI configurationenvironment
– Components to assemble process applications
– Extensible component library
– ECM Studio & ECM Application Framework
– Collaboration support via integration with Lotus products
Integration with IBM CMv8
Leverage BPM-BI synergies with Cognos technology
Over 200% growth in investment in BPM development in 2008
IBM Software Group | Information Management software
36© 2008 IBM Corporation
Conclusion
Content-centric BPM can help you:
– Streamline business processes and increase operational efficiency
– Make better decisions faster within processes
– Create agile process- & content- centric applications
– Provide more visibility and nurture innovation
IBM ECM BPM provides you with the right technology and expertise to deliver that
IBM Software Group | Information Management software
38© 2008 IBM Corporation
BPM 4.5 (Sonata): Key Goals
Improve Process Design experience
Shorten the time to build BPM applications
Make our tooling more appealing to Business Analysts and Business Users
Accelerate solution deployment across ECM
– Phased delivery of capabilities starting with Sonata
“BPM for the Business”
IBM Software Group | Information Management software
39© 2008 IBM Corporation
BPM Application Development Lifecycle
Model process
Define Step UIs
Define Inboxes
Test
Define Roles
IBM Software Group | Information Management software
40© 2008 IBM Corporation
Solution Design Approach
Design/Develop
Assemble / Integrate
Role based End-User Application
Solution DefinitionData
Work ListInbox
Doc Viewer
Form Viewer Metrics Reports
Examples
IBM Software Group | Information Management software
44© 2008 IBM Corporation
Supervisor Review
The user interface for the Supervisor review will use the Review layout.