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Best practices for BPM implementation
feedback from
Bonita Open Solution implementation
OW2Con 2011, November 23-24, Orange Labs, Paris www.ow2.org
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Rodrigue Le Gall
Co-Founder and
Chief Services
Officer
– Presales
– Training
– Expertise
– Knowledge
– Open source
community
OW2Con 2011, November 23-24, Orange Labs, Paris www.ow2.org
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Agenda
What is BPM ?
Use cases
Best practices
OW2Con 2011, November 23-24, Orange Labs, Paris www.ow2.org
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What is Business Process Management?
A means to model,
automate,
measure,
and improve processes
that people use
on a day-to-day basis.
OW2Con 2011, November 23-24, Orange Labs, Paris www.ow2.org
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BonitaSoft and BPM
The leader in Open Source
Business Process Management (BPM)
Award Winner Global Presence
250+ customers
1M+ downloads
10,000+ contributors
40+ tech and SI partners
Thriving Community Proven Products, Experienced Team Bonita v1 project launched in 2001 by Co-Founder & CEO Company founded in 2009 by core Bonita business & R&D team
Grenoble – Paris – Beijing Boston – San Francisco
OW2Con 2011, November 23-24, Orange Labs, Paris www.ow2.org
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BonitaSoft Benefits
BPMS: A full suite that bridges business and technical needs
Open Source: Flexible, transparent, affordable
Modular architecture: Embeddable workflow engine, user-friendly process modeler
Connectors enable interoperability with existing systems; add your own connectors easily.
Applications are generated directly from the business process model
Tailor to requirements of: HR, Sales, Marketing, Supply Chain, Finance, Accounting, E-Govt., etc.
BPM
… for technical projects
… and business solutions
OW2Con 2011, November 23-24, Orange Labs, Paris www.ow2.org
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BonitaSoft Run-Time Architecture
7 www.bonitasoft.com | Copyright © BonitaSoft S.A.
Bonita User Experience (“User XP”)
• Manage tasks • Monitor processes
Bonita App Your Apps
Connectors
RDBMS
LDAP
Other Systems
Apps
Etc.
Services Container
BAM BI/KPIs
User Mgmnt.
Task Mgmnt.
Process Mgmnt.
User Mgmnt.
History Large Data Repository (LDR)
Identity Etc.
Bonita Execution Engine
CMS
Transaction Persistent Storage
API
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BonitaSoft Ecosystem
POJO
XML
RESTful
LDAP
OW2Con 2011, November 23-24, Orange Labs, Paris www.ow2.org
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Example Usage Scenarios
Key benefits: response times
significantly reduced
Help Desk
Internal ticketing /
support request applications
Key benefits: increased
processing capacity by 30%
Sales Order Management
Automated sales order
management
Key benefits: dramatically
reduced admin. costs
E-Govt.
E-Government apps
(centralized & clustered)
Key benefits: automate billing of invoicing solution
SaaS
On-Demand tax compliant e-invoicing
Key benefits: Automate
processes within light-weight yet
powerful and cost-effective
architecture
OEM / Embedded
Orchestrate MDM processes
for reference data
OW2Con 2011, November 23-24, Orange Labs, Paris www.ow2.org
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Best practices: have a sponsor
Helps resolve internal issues/problems
Drives organizational change
Is a champion for BPM implementation
Responsible for operational or business
functions
A technical co-sponsor is a “must”
OW2Con 2011, November 23-24, Orange Labs, Paris www.ow2.org
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Best practices: design and modeling
The perfect process doesn’t exist…
…but we have to get close enough
An objective outside view is essential
OW2Con 2011, November 23-24, Orange Labs, Paris www.ow2.org
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Project steps in details
12
Process Modeling: collaboration among project
teams
Process Development: connectors, forms builder
Process Execution
Process Administration and Monitoring
DESIGN CONNECT RUN
www.bonitasoft.com | Copyright © BonitaSoft S.A.
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Best practices: find a solution
A hospital wants to find a software solution so
its physicians can model their processes and
make the corresponding applications available
online
This hospital wants its processes to be able to
use existing IS for CMS, scheduling, email,
database, directory, health care management,
etc
OW2Con 2011, November 23-24, Orange Labs, Paris www.ow2.org
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To find a solution, remember
Process design and modeling requires a
specific skill set
Requires an understanding of the critical
underlying technical impacts
OW2Con 2011, November 23-24, Orange Labs, Paris. www.ow2.org
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Avoid going in circles
OW2Con 2011, November 23-24, Orange Labs, Paris www.ow2.org
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Keep reasonable expectations
“Connect 7 different systems, in a critical
process, in real time”
– Possible, but not reasonable :-D
For example, what is the risk associated with
the unavailability of a system?
OW2Con 2011, November 23-24, Orange Labs, Paris www.ow2.org
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Use prototyping
Validate technical problems
Validate the team and the approach
Implement a non-critical process first
OW2Con 2011, November 23-24, Orange Labs, Paris www.ow2.org
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Used phased deployment
Avoid large concurrent deployments
Use a pilot project – the pilot group can
become a natural, home-grown champion for a
wider project deployment
OW2Con 2011, November 23-24, Orange Labs, Paris www.ow2.org
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Put key indicator in place – apply metrics
Every process has an objective – use an
indicator to show it is being met
The perfect process doesn’t exist…so
continuous improvement is needed
Technical indicators
Business indicators
OW2Con 2011, November 23-24, Orange Labs, Paris www.ow2.org
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Optimize your processes
Use simulation to analyze
Use simulation to assess scope
It’s important to analyze the impact of any
modification
OW2Con 2011, November 23-24, Orange Labs, Paris www.ow2.org
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IN SUMMARY
October 10, 2010
OW2Con 2011, November 23-24, Orange Labs, Paris www.ow2.org
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The BonitaSoft approach
Plan for deployment
Identify a process to serves as a prototype
Develop the prototype with a project team
Learn from the prototype process
Implement the process
Analyze the results and optimize the process
OW2Con 2011, November 23-24, Orange Labs, Paris www.ow2.org