New Directions in BPM Tools and Technology

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1 New Directions in BPM Tools and Technology Bruce Silver Independent BPM analyst BPMS Watch ( BPMN Training ( Copyright 2007 Bruce Silver Associates 1 BPM Is More Than a Management Discipline! Cross-functional process thinking is good But tools and technology needed as well to model your processes to analyze your models to automate process implementation to measure and optimize process performance Sales and Mktg A B D Fulfillment Service and Support Financials C Trading Partners Copyright 2007 Bruce Silver Associates 2

Cross-functional process thinking is good But tools and technology needed as well to model your processes to analyze your models to automate process

2 Agenda BPA tools versus BPMN Implementation BPMS: Key to -Driven Implementation type guides product evaluation New Directions Collaboration Web-hosted BPM Measure, Then Model BPM on SOA Progress in BPM standards Copyright 2007 Bruce Silver Associates 3 Inherently a business activity, not IT Abstract omits implementation details Requirements handoff to IT, or business view of the developed implementation? Document, analyze as-is process Context in enterprise value chain Activity flow Links to resources, data, systems, goals, KPIs Describe improved to-be process Project performance with simulation analysis Copyright 2007 Bruce Silver Associates 4

implementation details Requirements handoff to IT, or business view of the developed implementation?

3 BPA versus BPMN Source: IDS Scheer Copyright 2007 Bruce Silver Associates 5 BPA versus BPMN BPMN Just the activity flow No user model No data model No KPI model etc OMG standard Inexpensive tools Events and exception handling Can be used for simulation, executable design No methodology Users need training Check Order Complete Fulfillment Service Invalid Order yes Fix Order Complete? In stock? yes 4 days no no Shipping Notice Incomplete Order Notice Out of Stock Notice Cancel Fulfillment Invoice Item Unavailable Notice Copyright 2007 Bruce Silver Associates 6

Users need training www.bpmessentials.com Check Order Complete Fulfillment Service Invalid Order yes Fix Order Complete? In stock?

4 Simulation Goal: predict performance improvement before implementation Useful tool, or fake feature? Based on parameterizing the model Instance volume, type, creation pattern Resources: quantity, cost, availability calendar Tasks: assigned resource, active time, wait time Flow branches: probability Events: probability, time of occurrence Calculate outputs by running the model Times, costs, other KPIs Breakdown by process type, activity, resource Total Time - Histogram Days Copyright 2007 Bruce Silver Associates 7 BPMS: Key to -Driven Implementation Performance Management - Dashboards - Analytics - BAM BAM Engine Performance Data Integration adapters Systems ERP - Flow - Resources/costs - KPIs - Simulation analysis Design - Flow - Resources - Data - rules - Forms - Integration Engine Workflow Integration Framework s CRM EJB Legacy IT Human User User User User workflow Copyright 2007 Bruce Silver Associates 8

Events: probability, time of occurrence Calculate outputs by running the model Times, costs, other KPIs Breakdown by process type, activity, resource 70 60 50 40 30 20 10 0 Total Time - Histogram 0 5

5 BPM Implementation The Old Way BPA Tool Biz Value Chain KPI and Simulation Requirements Document Is this what we asked for? IT Functional Specifications Document IT Tool (UML) Development in IDE (Java) Deploy the Solution Copyright 2007 Bruce Silver Associates 9 BPM Implementation BPMS Clean Handoff -Style Dashboards BAM Workflow WSDL Biz BPA Tool KPI Skeleton BPEL Engine Integration Framework s Integration adapters ERP SQL Legacy IT EA Tool Component (UML) BPMS Design Tool Design IDE Component Design Copyright 2007 Bruce Silver Associates 10

9 BPM Implementation BPMS Clean Handoff -Style Dashboards BAM Workflow WSDL Biz BPA Tool KPI Skeleton BPEL Engine Integration Framework

6 Biz IT EA Tool Component (UML) BPM Implementation Collaborative /Design BPMS Dashboards Shared Environment BPMN Flow Data Participants/ Resources Simulation analysis Metrics, KPIs Executable Design Data transformation Integration Exception handling UI design, scripting rules BAM Engine Workflow Integration Framework s Integration adapters IDE WSDL ERP SQL Legacy Component Design Copyright 2007 Bruce Silver Associates 11 Which is the Best BPMS? All have the same basic building blocks but emphasize different features Human workflow Integration rules BAM needed by different process types Task routing Production workflow Case management Integration-centric and different business/it interaction patterns Handoff vs collaborative supporting different technical architectures Service orchestration (BPEL) vs Workflow-oriented 2007 BPMS Report (FREE from bpminstitute.org) Copyright 2007 Bruce Silver Associates 12

Bruce Silver Associates 11 Which is the Best BPMS?

7 Type Characteristics Copyright 2007 Bruce Silver Associates 13 Type: Task Routing Source: Adobe Differentiators: Forms: Ajax (web) or intelligent offline Low skills barrier to process design/deployment Copyright 2007 Bruce Silver Associates 14

Ajax (web) or intelligent offline Low skills barrier to

8 Type: Production Workflow Source: Pegasystems Differentiators Dynamic rule-based task assignment Proven scalable to high instance volumes Workgroup productivity performance metrics Copyright 2007 Bruce Silver Associates 15 Type: Case Management Source: Global 360 Differentiators Unstructured/semi-structured case process Add data, docs, tasks, processes to case folder at runtime Team collaboration support ECM repository integration Copyright 2007 Bruce Silver Associates 16

Management Source: Global 360 Differentiators Unstructured/semi-structured case process Add data, docs, tasks,

9 Type: Integration-Centric Differentiators Asynchronous integration infrastructure Explicit SOA support (ESB, registry, repository) Complex business objects, data transformation, business rules Rich event management and exception handling Industry solution templates Source: webmethods Copyright 2007 Bruce Silver Associates 17 s vs Routing s s Implement decision logic Result returns data to process Executed in separate BRE s apply across processes Traceable via repository Managed centrally for the organization Changing the rule takes effect immediately, without redeploying process version users can change (via rule management app) Routing s Implement flow logic Result determines branch Executed in process engine s apply in a single process activity Not managed as corporate policy Changing the rule means versioning, redeploying the model users can t change (requires access to executable design tool) Copyright 2007 Bruce Silver Associates 18

process Executed in separate BRE s apply across processes Traceable via repository Managed centrally for the organization Changing the rule takes effect immediately, without redeploying process

10 BRMS-BPMS Integration Capture Repository Design Engine Decision s BPMS Performance Management - Dashboards - Analytics - BAM Execution Integration framework Systems Performance EDI Data Maintenance Repository Service Interface BRMS Workflow s Power Trak CNS Data & Analysis Design Engine Imaging s User User User Workflow framework Copyright 2007 Bruce Silver Associates 19 New Directions: Collaboration Suddenly everybody wants it.. but what is it? Unstructured team activities Collaborative process modeling Collaborative design: common repository Focus on the work portal 1 Complete Requirements Document 2 Engineering Sign-off OK 6 Next 3 Prepare Room Check-out to Room Check-in from Room 4 Rejected Issues Resolution 5 External Review, Edit, Approval Source: EMC Engineering Room External Approval Room Copyright 2007 Bruce Silver Associates 20

Collaboration Suddenly everybody wants it.. but what is it?

11 New Directions: Web-hosted BPM Favors browser-based modeling/design tools Lombardi, Appian, Cordys, Pega Appian Anywhere SaaS model for pilot or full implementation Lombardi Blueprint Filling the gap between discovery and modeling Source: Lombardi Copyright 2007 Bruce Silver Associates 21 New Directions: Measure, Then Model Don t know which process to tackle first? Measure first to identify problems Instrument backend systems Then model, analyze, improve Source: webmethods Copyright 2007 Bruce Silver Associates 22

Copyright 2007 Bruce Silver Associates 21 New Directions: Measure, Then Model Don t know which process to tackle first?

12 New Directions: BPM on SOA BPM-SOA links just emerging Mostly from vendors who provide both es and services have separate lifecycles Can your BPMS identify available business services? support loosely coupled services on ESB? publish business processes to service registry/repository? IT Registry Model Design Discover services Register services Manage Model Lifecycle ESB Measure Execute Deploy Service Lifecycle Design (Orchestrate) Consume services Deploy services BPM Suite SOA Suite Repository Copyright 2007 Bruce Silver Associates 23 Progress in BPM standards BPMN process modeling Rapidly growing adoption Currently (1.0) no metamodel, serialization BPDM _ BPMN 1.1 soon will provide XPDL a stopgap? Could become the real process portability standard Extensions still required BPEL process execution based on SOA New v2.0 good for system-to-system processes Looming debate over BPEL4People Copyright 2007 Bruce Silver Associates 24

IT Registry Model Design Discover services Register services Manage Model Lifecycle ESB Measure Execute Deploy Service Lifecycle Design (Orchestrate) Consume services Deploy services BPM Suite SOA

What Business and Process Analysts Need to Know About BPM Suites

What Business and Process Analysts Need to Know About BPM Suites Bruce Silver Principal, Bruce Silver Associates and BPMS Watch 1 Agenda What is a BPMS? Specifying BPM requirements What BA s need to understand