Integrating People, Processes and Systems: Tools and Best Practices for IT Project Teams

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1 Integrating People, Processes and Systems: Tools and Best Practices for IT Project Teams John Cingari, Chief Marketing Officer, Active Endpoints Neil Ward-Dutton, Research Director, MWD Advisors Michael Rowley, Chief Technology Officer, Active Endpoints

2 Agenda Welcome: John Integrating People, Processes and Systems: Neil Introduction to Active Endpoints: John ActiveVOS Overview and Demo: Michael Panel Q&A: All Next Steps: John 2

3 GoToWebinar tips Click the maximize button for the best resolution - The panel will minimize itself after a few seconds - Click the arrows to make it reappear Enter your questions in the Questions box We will discuss these after the presentations are completed Attendee audio is muted 3

4 Neil Ward-Dutton, MWD Advisors Integrating People, Processes and Systems: Tools and Best Practices for IT Project Teams 4

5 Integrating people, processes and systems Tools and best practices for IT project teams Neil Ward Dutton Research Director Active Endpoints webinar, December 9 th 2010 mwd a d v i s o r s advising on IT business alignment

6 What I ll cover The changing requirements environment for business application projects Beyond agile development and SOA: integrating people, processes and systems Demonstrating value again and again with model driven approaches MWD Advisors

7 A network of enterprise change pressure points: is your company on top of these? Revenue assurance Transparency External party interactions Globalisation Smart, connected markets Business model flexibility How organizations deal with these pressures separates leaders from stragglers Agile business service delivery Governance, risk management, compliance None can be addressed with point applications MWD Advisors

8 The shape and stability of business software applications have changed significantly Mainframe era: long projects but isolated systems Client server era: projects shortening but systems still isolated time integration extent integration extent integration extent integration extent SOA era: many short, distributed, integrationfocused projects time Early Internet era: integration becomes a key project need, projects continue to shorten time time MWD Advisors

9 The new normal of IT investment Big bang IT investments (massive forklift ERP implementations etc) are completely off the table, possibly forever Buyers want investment roadmaps with clear payback each step of the way Incremental investment, provable returns MWD Advisors

10 Surveying the field of IT business operations: An ever changing web of dependencies Scope Transactions Departments, organisations Information Pulled by individuals Event based push to people, systems Integration Static, point to point Dynamic, service based Rate of change Years Weeks Time to value Years Months MWD Advisors

11 The old walls confine us to a broken approach Business stakeholders Business analysts Developers Operations Sponsor, drive usage Explore, measure Define Execute, monitor Difficult to engage stakeholders X X XDifficult to trace requirements Difficult to have confidence in change MWD Advisors

12 SOA helps to break down the walls, but only goes so far Business stakeholders Business analysts Developers Operations Sponsor, drive usage Explore, measure Define Execute, monitor SOA MWD Advisors

13 Agile helps to break down the walls, but only goes so far Business stakeholders Business analysts Developers Operations Sponsor, drive usage Explore, measure Define Execute, monitor Agile MWD Advisors

14 Beyond SOA and Agile techniques Business stakeholders Business analysts Developers Operations Sponsor, drive usage Explore, measure Define Execute, monitor MWD Advisors

15 Tools and practices for dealing with today s field of IT business operations Tools Model driven; simple to use and show Workflow support Transparent; instrumented for business metrics Clear separation of concerns Event driven infrastructure Practices Agile iterations, continuous integration Collaborative requirements refinement Capture responsibility for business measurement measure first, measure often MWD Advisors

16 What does world class look like? Project work Cross functional, hybrid business IT teams working collaboratively Broad terms of reference, taking in business value measurement as well as functional concerns Iterative approach to delivery of functionality Identification of, and continuous engagement with, change champions Results Working prototypes of sophisticated process applications in < 30 days Live deployment in 90 days ROI in 6 9 months MWD Advisors

17 Into the management suite other key considerations for success Organisation and people Incentives, training, feedback channels Architectural practice Reuse of process patterns, common information models, clear solution architecture guidance Governance Systems and structures in place to balance appropriate empowerment and control of change Strategy Making business process thinking part of the way we do things around here MWD Advisors

18 Thank you Thank you! mwd a d v i s o r s advising on IT business alignment

19 Active Endpoints Founded Headquarters Technology Our Focus Unique Value 2003 Waltham, MA SOA, BPM and application development Provide a platform to build custom, servicebased applications for IT Project Teams Easy to adopt and use 100% standards based Affordable 19

20 Sample of diversity of BPM projects MEDIA & ENTERTAINMENT Content preparation INSURANCE Claims processing TELCO Order Management UTILITIES Automated meter reading FSS Mortgage loan origination TRANSPORTATION Locomotive manufacturing workflow RETAIL Purchase order approvals AGRICULTURE Livestock Disease control ACADEMIC Student enrollment workflow HEALTHCARE Clinical/bio based workflow HOMELAND SECURITY & FBI FBI National Identity Program PUBLIC SECTOR CIVILIAN Mapping data system 20

21 A fast track example: Synovus Financial 21 First services-based application was Consumer Online Access Reduced time to create new on-line bank account from 3-5 days to near real-time Next: mobile banking application Through re-use of COA services, new application delivered and deployed in less than one month CTO to Business: Lawyers are your critical path now Current situation 700 services exposed 25 different processes built with ActiveVOS For each new application, 50%+ of the services are re-factored services. Rolled out loan origination and deposit origination applications using ActiveVOS Most recent application was Secure Vault Payment (payment system for online retailers). First bank in the U.S. to implement SVP -- built and rolled out the SVP application in 3 months

22 A fast track example: Synovus Financial 22 First services-based application was Consumer Online Access Reduced time to create new on-line bank account from 3-5 days to near real-time Next: mobile banking application Through re-use of COA services, new application delivered and deployed in less than one month CTO to Business: Lawyers are your critical path now Current situation VALUE 700 DELIVERED services exposed 25 different processes built with ActiveVOS First U.S. bank to go live with Secure Vault Payment For each new application, 50%+ of the services are re-factored services. Rolled out loan origination and deposit origination applications using ActiveVOS Enabled sign up of on-line retailers Taking business worth millions/year away from Most recent application was Secure Vault Payment (payment system for online retailers). First bank in the U.S. to implement SVP -- built and PayPal, Google Checkout, Visa and Mastercard rolled out the SVP application in 3 months Active Endpoints

23 Michael Rowley, Active Endpoints ActiveVOS Demonstration 23

24 ActiveVOS is the Better Alternative Standards-based BPMS BPMN 2.0 modeling BPEL 2.0 execution BPEL4People & WS-HumanTask WS-*, including WS-Policy REST, JMS, EJB and others Full featured Modeling, simulation, testing, debugging, monitoring, reports, instance repair console, etc. Easy to learn try buy Lean, well integrated, well documented No in-person sales presence = affordable Collaboration across the entire development team 24

25 Typical Layered Approach to Processes BPM Managed Human Activity BPM Service Consumers Shared Services BPM-managed processes and human tasks Human task management is proprietary Process Shared services are consumed only Process Process Result Process locked into the BPM platform Processes can t be composed and reused external to the BPM platform Does not promote process consumption as a service 25

26 SOA Architecture for BPM BPM processes consume and are consumable Shared Services Process should use and provide services Processes must be composed and reusable Process Processes can be composed Process Processes and human activities must be standards-based Processes cannot be locked into the BPM platform Process Services interact with the task management system Users can consume services directly 26

27 ActiveVOS Promotes Collaboration Managers, Staff BPM implementers with domain experts BPM operations ActiveVOS Central access to tasks, processes, reports and graphs ActiveVOS Designer using BPMN 2.0 to create, simulate, test and deploy processes ActiveVOS Console Exception mgt, Root cause analysis, Monitoring Standards based Task Management Escalation, Notification, WS HumanTask Reporting Alerting and Event Processing Management BPM Engine BPEL, BPEL4People Policy Communication WS, JMS, REST, JSON, EJB/POJO Any Application Server Any Application Server Any Database 27

28 Panel Q&A Submit your questions 28

29 Summary Yesterday s approaches for application development are no longer sufficient SOA and Agile development are helpful, but you need more Model-driven tools that deliver event-driven, transparent applications are essential but you need good practice too The tools and techniques for IT teams should be: Modern architecture Transparency Reporting Using ActiveVOS enables rapid prototyping 30 days Using ActiveVOS enables rapid implementations 90 days 29

30 Next steps: visit activevos.com 1. Evaluate ActiveVOS with a self-guided Proof of Concept (POC) 2. Download technical note: Integrating People, Processes and Services at 3. Attend a CTO Tuesdays webinar featuring Michael Rowley Register at Next CTO Tuesdays webinar: January 11, Review our webinar archives over 50 available! 5. Contact Us John Cingari: x375 Michael Rowley: x325 Neil-Ward Dutton: +44 (0)

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