White Paper: Intelligent BPM Architecture

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1 White Paper: Intelligent BPM Architecture

2 White Paper Contents Authors: Eli Stutz, Head of Knowledge and Collaboration, PNMsoft. Tony Jetke, Enterprise Architecture Consultant and Account Manager, PNMsoft. Contents: The Architecture Problem Intelligent BPM Solution Case Study Benefits and Summary

3 Introduction Organisations are constantly attempting to optimise their architecture in order to better achieve their business goals. You, as the Architect of an organisation, carry a heavy responsibility. Is your architecture efficient? Does it drive your organisation toward agility and growth? This white paper attempts to demonstrate in a visual manner, how BPM and specifically Intelligent BPM may be the missing link to connect systems, people and devices with business processes, which enable your business to move ahead quickly, and enable you, as an architect to intelligently manage process change. 2

4 How many systems do you have? How many users? Are They Connected? CRM DB ERP Disconnected systems means alienated, disconnected users, multiplication of efforts, process gaps and errors. In 1 Word: INNEFFICIENCY 3

5 Gartner: ERP is only 20% of the Process "best practices" embedded in an ERP primarily automate routine, highly repeatable task sequences to record the business transactions. However, these structured portions of core operational processes represent perhaps only 20% of the actual effort required to create and deliver value to customers and constituents. From Gartner s Liberate Your Business Processes From Your ERP With BPM for Agility Published: 1 May

6 Gartner: Human interactions are missing Human interactions, decision making, tacit knowledge, reviews and approvals and more continue to be necessary activities outside the control of the ERP. From Gartner s Liberate Your Business Processes From Your ERP With BPM for Agility Published: 1 May

7 Gartner: Liberate Processes from ERP BPM, the discipline, and BPM suites (BPMSs) are the connective tissue to liberate such processes from the ERP and enable process agility at the pace of business. From Gartner s Liberate Your Business Processes From Your ERP With BPM for Agility Published: 1 May

8 The Solution: Introducing Sequence Kinetics an Intelligent BPM Suite that connects people, systems and devices with business processes. Sequence Kinetics BPM Software Suite Sequence Kinetics Workflow Application Designer Sequence Kinetics SharePoint Flowtime Interface Sequence Kinetics MS-SQL Database ERP CRM External DB

9 HotChange Technology = Process Change AND Control Wizards CHANGE TOOLS Org Chart Templates Connections Manager API WebParts Dashboards CONTROL TOOLS Web Services Dynamic URL Reference Tables Process Wall Multi level SourceSafe Admin Tables UX Studio Logs App Studio HotChange Advanced Installation SharePoint based Flowtime Permissions Import / Export Definitions Business Roles Sequence Kinetics is build on HotChange technology, which enables you to implement rapid process changes in a controlled manner. Org Chart change trace Business Rules Declarative Model In Memory Models Queues Runtime Languages Calendars 8

10 Use Case: BPM Overlaying an ERP Service Process Sequence Kinetics SharePoint Flowtime Client opens a service ticket Completes the ticket eform End-to-End Business Processes Sequence Kinetics launches the ERP Service Process and waits for its completion Approved? Sequence Kinetics updates ERP ERP The latest account details for this user are retrieved from the ERP and displayed as part of the form Core Service Processes Appropriate details of the service job are passed back to the ERP. Sequence Kinetics MI ERP DATA ERP MI Service Sales Marketing Others

11 Example: New Account Your company takes on a new account Sequence Kinetics ibpms ensures that: The IT team creates user logins. The Support team gets in touch with the customer. The customer gets the training it needs. The finance system is updated. Other departments are notified to process the initial orders. Process owners can monitor the progress with rich visual dashboards. How HotChange rapidly means could you get can these implement processes and train up and staff running on changes using to any of these processes ERP quickly only? and with superior control. 10

12 Business, IT & Architects Model Processes Together Import your process models into Sequence Kinetics, or design them from scratch within the App Studio 11

13 Add integration activities to connect with industry-standard ERP systems ERP activities can be quickly added to Sequence Kinetics workflows in one click. Sequence Kinetics determines which ERP system will handle each invoice based on geographical location. A wizard-based GUI enables you to define the ERP connector.

14 Out-of-the-box CRM Integration Sequence Kinetics communicates with CRM and via Web Services. Sequence Kinetics enables you to define connection strings (within activities or centrally) Sequence Kinetics can communicate with all types of CRM entities. Sequence Kinetics provides the ability to action requests on the CRM server e.g. assign, share.

15 UX Studio (Forms Design) Sequence Kinetics Integrated Process Designer App Studio (Process Design) Business Rules Designer BPMN / BPEL Modellers & Visio Sequence Kinetics Architecture Sequence Kinetics Management Information Visual Dashboards Delegation Advanced Search Audit Microsoft Reporting Services Sequence Kinetics User Interface SharePoint Mobile & Communications Cloud Services Flowtime Web Parts Context Sensitive Notification s Process TO GO Mobile Portal Microsoft Lync Sequence Kinetics in the Cloud Web Forms Sequence Kinetics One Click SMS IVR CloudWorks Integration SAP Connector Web Services Microsoft CRM Custom Activities Listeners SharePoint Web Service SharePoint WCF Microsoft Office External Assemblies Database Sequence Kinetics API Microsoft ERP File / Document Custom

16 Sequence Kinetics SOA Architecture SOA (Service Oriented Architecture) means Sequence Kinetics can integrate quickly with any external system. 15

17 HotChange-Powered Integration Architecture Other LOB systems Unique HotChange Technology assists in rapid integration. Flowtime & Mobile portal ALM CRM Finance Sequence Kinetics Engine HR HTTP \ TCP Dashboards Collaboration.Net Forms Sequence Kinetics Dynamics Infrastructure (Integration Engine) Create/ Update ERP Entities Retrieve ERP Entity Data Rule Engine Form Engine Messaging Engine Analytics Engine Work delegation SOAP 1.2\1.1 Event Listener Plug-in On demand process initiation ERP 16

18 Architecture that Connects People, Systems and Devices Process TO GO, Sequence Kinetics s Mobile BPM Portal includes: Support for all Tablets and Smartphones Process and Task Management Mobile Forms in one click Geolocation Features Uploading Photos Social Collaboration Dashboards and Reports One Click Task Approval 17

19 Control Over Multiple ERPs Sequence Kinetics can be deployed as agile layer across multiple ERP systems with embedded business rules and logic. Sequence Kinetics leverages ERP data and enables you to automate manual processes and ensure data consistency and visibility. Sequence Kinetics integrates with industry standard ERP systems such as SAP, Oracle, JD Edwards, providing users with familiar Microsoft tools to initiate and control processes. Sequence Kinetics

20 Consolidation of 7 SAP Screens into 1 E-Form Imagine changing this = into this.

21 Case Study: Portuguese Government ESPAP, an IT corporation which provides shared services solutions for the Portuguese Government, was searching for a Business Process Management (BPM) software, which would automate and control the human workflow processes of its solutions, GeRFiP and GeRHuP. The software would need to leverage the organisation s SAP data and provide a cloud-based SharePoint end-user interface.

22 Case Study: Portuguese Government ESPAP chose PNMsoft s Sequence Kinetics as the BPM software to automate and manage its solutions. ESPAP developers design processes in Sequence Kinetics s collaborative web-based design interface. Sequence Kinetics integrates with ESPAP s SAP to leverage organisational data. Sequence Kinetics ensures that processes are driven forward according to business rules until timely completion. Sequence Kinetics provides a cloud-based SharePoint Runtime interface which enables ESPAP users to initiate, control and monitor each process.

23 Case Study: Solution Architecture

24 Benefits of Adding Intelligent BPM to Your Architecture BPM is specifically designed to facilitate process modeling, implementation and management. Graphical process modeling is more intuitive for users. Enabling business users, IT and architects to collaborate on processes. More users in your organisation have access to processes from company portal. Unifying systems, placing shared processes on one interface, optimising IT investment. Enabling your organisation to compete more effectively in a dynamic marketplace. Making visible hidden data from ERP and CRM into an interface that s easy for users to access. The ability for managers to monitor and improve processes. Connecting people and devices to processes.

25 Sequence Kinetics ibpms PNMsoft s Sequence Kinetics is an Intelligent Business Process Management (BPM) Software Suite which simplifies the development of complex workflows, and drives IT architecture forward with intelligent BPM. Deployment can be on-premises or via secure Cloud. Sequence manages processes for business and public sector organisations worldwide.

26 About PNMsoft Global company, offices and partners network worldwide Sequence Kinetics: leading Intelligent BPM Suite with tight integration to Dynamics, mobile capabilities and unique HotChange TM technology Provider of Vertical and Horizontal BPM solutions Endorsed by Bill Gates (Click Here for the video) Gartner ibpms Magic Quadrant 2012 IDC Major BPM Player 2011 Microsoft BPM & SOA Partner of the year finalist 2009 Trusted BPM partner for Fortune 2000 companies

27 Contact PNMsoft: Sign up for a BPM Workshop Interested in BPM for your company, but not sure where to begin? We offer an introductory BPM workshop to help you explore your options for business process improvement and control.

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