Oracle BPM Suite 12c Implementation Boot Camp Product Overview. Copyright 2014 Oracle and/or its affiliates. All rights reserved.

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2 Oracle BPM Suite 12c Implementation Boot Camp Product Overview

3 Agenda Introduction Architecture Business Architecture Modeling Process Modeling Workflow Management Adaptive Case Management Process Analytics Solution Accelerators 3

5 Introduction Product Strategy Make BPM really simple for business users Model to execution using business friendly, web-based tooling Create business friendly mobile and web applications Out-of-box and extensible process analytics Rich management by exception support Accelerate time to value with intelligent process solutions Spanning Case Management, Transactional Content Management, BPM, Decision Management, Event Processing, and Analytics Provide a complete and unified platform Spanning people, systems, decisions, documents, events, insights, adaptive unstructured processes Integrate with complementary Oracle technologies like Endeca, RTD, Vitrue, Collective Intellect 5

6 Introduction Solution to Fragmented View to Shared Understanding Everyone has a different piece of the puzzle 6

7 Introduction Seamless Collaboration Between Business and IT Single, shared model WYSIWYE - No loss in translation Progressive refinement Analysts model at their level of abstraction Developers refine to complete implementation 7

8 Introduction Business-Driven Agile Process Development All within Business Process Composer 1. Model processes and collaborate 2. Capture business requirements and content 3. Perform bottleneck analysis 4. Design forms, rules and data 5. Model key performance indicators 6. Implement using business services populated by IT in business catalog 7. Validate and play process 8. Deploy and run 8

9 Introduction Collaborative Process Design Process Composer (Business Tooling) Check-out Check-In Update Refresh Publish Snapshot Lock BPM Studio (Developer Tooling) Process Asset Manager Source Control Systems 9

10 Introduction Collaborative Development with Business and IT 10

11 Introduction Support for All Process Flavors Systems People Case Decisions, Rules Events Documents 11

12 Introduction Complete Lifecycle Support Model & Design Simulate & Analyze Monitor & Improve Manage & Control Integrate & Deploy 12

13 Introduction User Personas Process Analyst Process Developer Business Administrator Process Owner Process Participant 13

14 Introduction User Personas: Process Analyst Responsible for creating the initial flow of a business process and documenting its steps Identify and define the KPIs Perform simulations to calculate and estimate ROI Identify and define high-level rules that control routing of artifacts through the business process Use Process Composer to create process models and may also use the Process Analyst role within Oracle BPM Studio 14

15 Introduction User Personas: Process Developers Implement the process models created by process analysts Integrate the business process with back-end data sources like databases and web services Primarily use Oracle BPM Studio to model and implement processes 15

16 Introduction Single, Unified Platform for BPM and Adaptive Case Mgmt. Oracle BPM Suite Process Composer BPM Studio Collaborative Workspace Mobile REST APIs Process Analytics and BAM Business Processes Event Processing Work Mgmt. B2B Forms Adapters Business Rules Content Mgmt Case Mgmt. Service Bus Process Asset Manager (Repository) 16

18 Architecture Overview Process Asset Manager 18

19 Architecture WebLogic Server Process Asset Manager Java EE application server Takes advantage of clustering capabilities Highly performant runtime platform 19

20 Architecture SOA Suite Process Asset Manager BPM Suite sits atop a required SOA Suite installation SOA Suite runs as a Java EE composite application using the Service Component Architecture (SCA) assembly model All SOA Suite facilities are available to a BPM application 20

21 Architecture Process Engines Process Asset Manager Models are in the BPMN notation BPMN models are executed by the BPMN service engine BPEL models, for SOA Suite, share a common process core for execution 21

22 Architecture Rules Engine Process Asset Manager Powerful business rules engine in SOA Suite is available in BPM Suite Rules can be used to condition BPMN control flow and manage work in workflow engine IF/THEN and decision table rule formats 22

23 Architecture Human Workflow Engine Process Asset Manager BPM Suite extends human workflow capabilities from SOA Suite Supports the frequent human interactions that are characteristic of BPM apps Interactions may include approvals and exception management tasks that advance a process instance through the BPMN model 23

24 Architecture BPM Studio Process Asset Manager Capabilities added to Oracle JDeveloper IDE to support BPM application development Supports BPMN 2.0 Provides simulation capabilities so you can watch a process execute before you deploy it 24

25 Architecture Process Composer Process Asset Manager Web browser-based subset of BPM Studio capabilities Aimed at business users that participate with process analysts in the modeling process Provides simulation and process playing Process templates can be created in BPM Studio and then populated using Process Composer 25

26 Architecture Process Spaces Process Asset Manager Browser-based, collaborative workspace Built atop WebCenter Portal Spaces product Provides document sharing, discussions, wikis, lists, links, tagging and instant messaging 26

27 Architecture PAM Process Asset Manager PAM Process Asset Manager Acts as a design-time repository Stores business process catalog where key BPM artifacts are stored Allows sharing between BPM Studio and Business Process Composer users 27

28 Architecture MDS MDS: Metadata Service Repository Acts as a run-time repository vs. PAM s role as a design-time repository 28

29 Architecture Business Process Workspace Process Asset Manager Browser-based, task management environment Allows users to perform human tasks that have been modeled in BPM applications Delivers the UI to the users Provides task in-box, process tracking and performance dashboards 29

30 Architecture Enterprise Manager Process Asset Manager Browser-based runtime management console shared across all Fusion Middleware Enables system administrators to control and manage applications running in the BPM runtime Allows business administrators to manage process instances 30

32 Business Architecture Modeling Business Architecture Defined Methodology for high-level analysis of business processes Processes can span an entire organization or can be low-level ones performed by a specific group Uses a top-down approach to discovering processes Start by defining high-level goals Map goals to specific strategies 32

33 Business Architecture Modeling Process Decomposition Strategy Model KPI Heat Map 33

35 Process Modeling Goal: Model-to-Execute Model, Simulate, Implement, Play, and Deploy completely from within the browser-based Business Process Composer 35

36 Process Modeling Process Composer Business analysts can capture the process Import existing process from Visio Share models and collaborate Manage snapshots Generate process documentation 36

37 Process Modeling Simulation Run simulations to do what-if analysis Simulate to optimize process design 37

38 Process Modeling Rules Externalize businessinteresting and dynamic logic Decision tables If-then rules Express in business vocabulary Localizable 38

39 Process Modeling Web Forms Business-led user interface design Business analysts can define the forms Forms can be previewed within Composer Developers can enrich behavior using JavaScript 39

40 Process Modeling Data Design Business-led data design Business objects Create from scratch Create from XSDs Business Indicators Measures Dimensions Counters 40

41 Process Modeling Process Player Process can be played to business stakeholders within Process Composer Draft mode enables partial processes to be played facilitating iterative discovery 41

42 Process Modeling Business-Driven BPM Business-IT collaboration for process design Business friendly Process Composer Comprehensive IDE for developers Single model from modeling to execution WYSIWYE What You See Is What You Execute 42

44 Workflow Management Approval Flows Flexible approval routing Complex multi-level approvals Rules-based assignment Approval groups-based routing Search based on supervisory, job level or position hierarchies defined within applications 44

45 Workflow Management Task-Centric Design Single-click form generation Deadlines and notifications Digital signatures Grant or deny actions based on roles 45

46 Workflow Management Business Process Workspace Allows users to view general and detailed information about tasks that have been assigned to them A browser-based application, not based on WebCenter Portal 46

47 Workflow Management Business Process Workspace: Flexible Inbox You can reorder any column You can condition what columns display in the Inbox 47

48 Workflow Management Business Process Workspace Features Re-route Reassign Delegate Request information Escalate 48

50 Adaptive Case Management Built-in feature Event-based, knowledge worker-driven progression Flexibility with policy driven governance Data and document-centric 50

51 Adaptive Case Management What is a Case? A case is a proceeding that involves actions taken regarding a subject in a particular situation to achieve a desired outcome. The subject of a case may be a person, a legal action, a business transaction, or some other focal point around which actions are taken to achieve an objective. The situation commonly includes data that inform and drive the actions taken in a case. CMMN Definition 51

52 Adaptive Case Management Typical Business Process Flow 52

53 Adaptive Case Management Typical Case-Based Flow 53

54 Adaptive Case Management Case-Based Flow Mix of Structured and Unstructured flow Humans Decide Content Management is key requirement Difficult to address using just BPMN Activities may be performed in any order Based on the nature of the case, every instance may flow in a completely different way 54

55 Adaptive Case Management Need an approach something like this 55

56 Adaptive Case Management Assessment Investigation Resolution Milestones mark progression of a case Case Participants (Stakeholders) CSR Analysts Investigators Prepare Case Initial Assessment Request Documents Activity availability controlled by permissions and rules Notify Customer Review Documents Activities can be repeatable Stakeholders perform appropriate Activities as required by the needs of the Case to achieve desired goal Review Documents Request Documents Activity can be a structured process or a task Background Check Notify Customer Activities system guided or human controlled Initiate Fraud Investigation Compensate Customer 56

58 Process Analytics End-to-End Visibility Operational Monitoring Actionable Insights Process Optimization Process Intelligence Process Admins- Monitoring the health of the multiple business processes Business Analysts KPI Monitoring Process Admins- Smooth functioning of the system Executives Visibility into business process to make tactical decisions Process Developer s & Business Analysts - Improvement s to process execution Pattern Detection Business Analysts- Strategic Analysis, Trend Analysis Executives- Visibility into business process to make strategic decisions 58

59 Process Analytics Operational Monitoring Standard performance dashboards Dimensional drill-down Instance drill-down Detailed audit trail 59

60 Process Analytics Management by Exception Actionable business insights using Oracle BAM Monitor processes in real-time for KPIs and SLAs Analyze events as they occur Correlate events and KPIs Identify trends and alert users real-time Act on current conditions Event-driven alerts Real-time dashboards 60

62 Solution Accelerators Objectives Pre-built Best Practice Processes Compete effectively when selling to Business Demonstrate the value of BPM to Business Deliver quality solutions for core Industry processes Deliver end-to-end solutions to cover white space among apps Enable smart extensibility of apps without customization Deliver best practices to accelerate IT and Business value delivery Oracle Solution Accelerators 62

63 Solution Accelerators Domain Knowledge Process models Embodies Best Practices Business Rules Business Dashboards Pre-built Best Practice Processes Designed with Customers Rich User Interaction Business services Oracle BPM Solution Accelerators Pre-built Extensible Preconfigured roles Data model Extensibility mechanisms Documentation Product Grade UPK (learning) content 63

64 Solution Accelerators Domains Horizontal Financial Services Public Sector Telecom Complaints Management Loan Origination Incident Reporting Mobile Data Offloading Employee Onboarding Business Account Opening eforms Management Contract Management Financial Reports Approval Insurance Claims Management Correspondence Management Customer Onboarding Travel Request Management Insurance Policy Underwriting Licensing and Permits Document Routing and Approval = Available Now Internal Service Request Application Extensions: Siebel, PeopleSoft, EBS, JDE, Fusion, 64

65 Summary Introduction Architecture Business Architecture Modeling Process Modeling Workflow Management Adaptive Case Management Process Analytics Solution Accelerators 65

66 Safe Harbor Statement The preceding is intended to outline our general product direction. It is intended for information purposes only, and may not be incorporated into any contract. It is not a commitment to deliver any material, code, or functionality, and should not be relied upon in making purchasing decisions. The development, release, and timing of any features or functionality described for Oracle s products remains at the sole discretion of Oracle. 66

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