Workflow/Business Process Management

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1 1 Workflow/Business Process Management Andy C. Tran Staff Systems Engineer

2 2 Agenda Business Process Management Overview Demo

3 3 Generic Case based Work Flow Pattern Case Initiation Case Assessment & Assignment Case Resolution Case Closing Assess / Validate / Dispatch Approvals / Assignment Internal Sources Internal Systems Internal Participants Customer Team Case Collaboration Management Team External Participants Case Management Team Notifications Document generation Records management Archival Updates External Sources External Systems

4 4 Process Suite Products Analyze Business Analyst Process Analyzer Process Simulator Process Navigator BPA Server Deploy Process Designer Forms Builder Process Builder Workflow Performer TaskSpace Execute Web Services Message Bus Data Sources Process Integrator Process Engine Documentum Repository Monitor Operations Manager BAM Process Report Services Alerts BAM Server

5 5 Intelligent Document Capture Captures digital and paper content and enhances image quality Identifies document types and extracts data Validates data against applications Delivers to EMC Documentum, ERP, and other systems MetaData Author Date From Subject Customer Capture Image Enhance Classify Extract Deliver

6 6 Forms Builder: High Fidelity Forms

7 7 Rapidly Configure Composite Application Flow, Integrations, and Logic Documentum Process Builder Graphical design tool Rich activity palette Logical data design Interactive debugging Configure integration steps Tie process to user interface with integrated Forms Builder Layout the flow of manual and automated tasks to rapidly create sophisticated business logic Powerful configuration tool enabling rapid, agile deployment of process applications

8 8 SOA based Process Integration Enterprise Applications CRM ESB/EAI Web Services Message and Event Correlation Engine Process Server and Repository Individuals Connect processes with other applications that run key aspects of the business Connect external systems, applications, and people Outbound and inbound message and event correlation Built in graphical data and content mapping and transformations Supports Event Action model for ESB based integration (loose coupling) Robust protocols support: JMS, REST, SOAP, SMTP, WSDL, HTTP, S/FTP, JDBC, POJO, FAX, Documentum Process Integrator

9 Work Queue Management Queue Members Next task manually pulled down or automatically pushed Supervisor Create roles Monitor queues View task progress Reassign tasks Create reports Max Threshold Why Use Queues? Balance workloads Manage high volume of tasks Respond rapidly to high value requests Maintain service level agreements Ensure compliance Proper skill set mapping to tasks Priority Queue 1 Queue 2 Queue 3 Copyright 2009 EMC Corporation. All rights reserved. 9

10 10 Making the Right Decisions, Faster TaskSpace Unites process, content, forms, and monitoring 360 degree view of case work High performance document viewing Role based Re usable components Configurable actions Rapid application development Centralized process administration Highly configurable, all in one user interface for transactional business applications

11 11 Business Activity Monitoring Documentum Business Activity Monitor Interactive TaskSpace dashboards Visualize key performance indicators (KPIs) at aggregate and work levels Unattended alerts and response Identify and react to situations before they become problem Rich user experience for managing dynamic business processes sense, assess, respond

12 12 BPM Demo Agenda User Interface Role based Highly configurable Browse and Search View/Markups Do Tasks

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