1C O N F I D E N T I A L BPM: From Modelling To Execution – Introduction to BPM

Intalio Business Edition

The first BPM product that can be used by any business user

Karsten Königstein [koenigstein@intalio.com]

2C O N F I D E N T I A L

BE Process curve

Σ

Transactional, high volume low volume human centric

Business Edition

3C O N F I D E N T I A L

Typical BE process characteristics

human driven / human centric

complex human interaction

spanning multiple departments

knowledge centric

human decisions required

manual interventions even when systems and applications involved

project character, recurring activities in a project

low frequency

frequent process changes

ad hoc

multiple applications/systems are used

“Excel” processes (Excel spreadsheets are sent from person to person, or

an Excel spreadsheet is tracking the progress of a process)

highly compliance relevant

BPM: From Modelling To Execution – Introduction to BPM

4C O N F I D E N T I A L

BE Process Use Cases

HR processes

Request for new Employee

Employee Onboarding

Employee Development

Employee Assessment

Employee Change

Employee Leave

BPM: From Modelling To Execution – Introduction to BPM

Financial

Closing processes (month, quarter, year)

Budget Approval

Tax revision

Risk assessment

... and more

QA

Six Sigma

CMMI

Support of methodologies

Project Support

System rollout to multiple departments

Product rollout

Marketing

Product rollout

Campaign preparation

New product design

other

Ideas management

Complaint management

General admistrativeprocesses

...

5C O N F I D E N T I A L

Example: Employee onboarding process

BPM: From Modelling To Execution – Introduction to BPM

A new employee enters the company. After HR department has checked the paperwork, theenvironment and resources that are needed to start working efficiently are prepared. Thenetwork admin configures network credentials depending on the level (manager / standard).Infrastructure like room, computer installation, phone, is prepared by different people. Theresponsible supervisor is preparing a job introduction session. First day of work comes, thenew employee gets delivered the prepared resources and is introduced into his new job.

6C O N F I D E N T I A L

Business Edition Objective

Design, implement and deploy this process

with as little effort as possible

Minimum technical integration, with the

process designed, implemented, and

deployed by business staff

Provide a tool that executes, monitors, and

controls process instances

BPM: From Modelling To Execution – Introduction to BPM

7C O N F I D E N T I A L BPM: From Modelling To Execution – Introduction to BPM

Business Edition Lifecycle

IT

Engineer

Business

User

Discover

Model

Design

Execute

Interact Monitor

Optimize

Analyse

Deploy

End

Users

Systems

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Cost and efficiciency

Cost pressure and compliance requirements are creating the

demand for highly complex and infrequent processes to be

supported by IT.

In most cases, such a support is neither economically

reasonable nor technically feasible.

Business Edition offers the solution to design and execute

such processes

Even “non-automatable” and infrequent processes can be

designed and executed in a revision safe way.

9C O N F I D E N T I A L

Benefits

Process cycle times reduction up to

70 %

Overhead effort reduction up to 60 %

Process cost reduction up to 40%

Cost Reduction (quantitative)

Compliance enforced

Using existing templates

Minimize redundant work

Simplifying Controlling

Increase customer satisfaction

Increase Transparency

Optimization (qualitative)

10C O N F I D E N T I A L BPM: From Modelling To Execution – Introduction to BPM

Business Edition Design Concepts

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Process „Implementation‟ Concept

Σ €

Transactional Enterprise wide

Δ

Δ

Business Edition

System Oriented Human Driven

High Volume Low Volume

Standard Change

Integration focused Project

IT Business User

Integration

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Process Design Levels

2 hours “No integration”, design by Business User

Simple process model notation

Process instance launch from Business Edition web application

Steps and task are activated as scheduled, tasks send as email

Tasks send as email to the responsible person

Links to resources used in tasks, applications are referenced

2 days “Minimal integration”, support by Web-Designer

Process instance launch by incoming email

Electronic Forms

Tasks in Outlook/Notes

Rules for process routing

2 weeks “Complete integration”, support by IT

External process instance launch (Website/triggers from third party

systems)

Tasks are submitted to 3rd party systems and back to the process

Tasks in web portals

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Project Management

Human Centric

Processes

• Dynamic, constantly

changing processes.

How BE version fits in the Intalio product stack

Process management comes in many varieties Most software vendors specialize in a niche market of BPM

Process Know-how

Human Centric

Processes

•Agile, Flexible Management

Process Governance

System and Human

centric processes.

• Deep process discovery and

maximum automation

capability

• Full BRE, BAM, DMS

SOA Governance

System centric

processes.

• IT Centric processing

• System integration

flexibility

• Code Management tools

Intalio|BPM Developer Edition

Intalio|BPM Enterprise Edition

Intalio|BPM Business Edition

Typical BPM system from vendor X1

Typical BPM system from Vendor X2

Project Management

Tools

SOA Tools

Workflow Systems

14C O N F I D E N T I A L BPM: From Modelling To Execution – Introduction to BPM

Demo

15C O N F I D E N T I A L

Info Organizational Structures

Org Chart

• Roles

• Persons

• Groups

Responsibilities

• Process

• Instance

• Step

• Task

Role Based

• Role

Person or Group

= Participant

Introduction to Business Edition

16C O N F I D E N T I A L

Info Global Org Structure and Process Participants

1) Create global Org Chart structures in Management Module

2) define „Process Participants‟ based on Global Org Chart structures

3) Assign process responsibilities based on process participants

Introduction to Business Edition

17C O N F I D E N T I A L BPM: From Modelling To Execution – Introduction to BPM

Info Step Characteristics

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Info Step properties

check contract

prepare tax papers

send tax papers

5 days

HR manager

A step basically is a package of single tasks

A role is responsible for thework package

The work package has to becompleted in a certainamount of time

There are responsibilitiesfor single work items (tasks)

Basic Process Design

19C O N F I D E N T I A L BPM: From Modelling To Execution – Introduction to BPM

Info End User Interface

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Info External User interfaces

BPM: From Modelling To Execution – Introduction to BPM

So far we completed task in the Business Edition Web Interface.

The end user, who is finally responsible for completing the task, receives it in the task management environment he is familiarwith:

- Outlook

- Lotus Notes

- as Email

- in a Web Portal

These 3rd party applications are synchronizing the taskcomplete status back to Intalio|Business Edition

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Info End User Perspective

BPM: From Modelling To Execution – Introduction to BPM

22C O N F I D E N T I A L

Keen to see it, feel it, test it?

Just go to http://ondemand.intalio.com and register for free

BPM: From Modelling To Execution – Introduction to BPM

23C O N F I D E N T I A L BPM: From Modelling To Execution – Introduction to BPM

Q&A