IBM Software Solutions Enterprise Content Management Software IBM FILENET BPM POT. Wien, 31. März IBM ECM BPM POT - Vienna 2011 IBM

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1 IBM FILENET BPM POT Wien, 31. März

2 IBM Software Experience am Die IBM Software Group freut sich, Ihnen den Workshop Proof of Technology - Content-Centric BPM für Business User IBM Forum Wien 31. März 2011 im Rahmen der Veranstaltungsreihe Software Experience 2011 vorstellen zu dürfen. 2

3 Disclaimer Copyright IBM Corporation All rights reserved.u.s. Government Users Restricted Rights -Use, duplication or disclosure restricted by GSA ADP Schedule Contract with IBM Corp. THE INFORMATION CONTAINED IN THIS PRESENTATION IS PROVIDED FOR INFORMATIONAL PURPOSES ONLY. WHILE EFFORTS WERE MADE TO VERIFY THE COMPLETENESS AND ACCURACYOF THE INFORMATION CONTAINED IN THIS PRESENTATION, IT IS PROVIDED AS IS WITHOUT WARRANTY OF ANY KIND, EXPRESS OR IMPLIED. IN ADDITION, THIS INFORMATION IS BASED ON IBM S CURRENT PRODUCT PLANS AND STRATEGY, WHICH ARE SUBJECT TO CHANGE BY IBM WITHOUT NOTICE.IBM SHALL NOT BE RESPONSIBLE FOR ANY DAMAGES ARISING OUT OF THEUSE OF, OR OTHERWISE RELATED TO, THIS PRESENTATION OR ANY OTHER DOCUMENTATION. NOTHING CONTAINED IN THIS PRESENTATION IS INTENDED TO, NOR SHALL HAVE THE EFFECT OF, CREATING ANY WARRANTIES OR REPRESENTATIONS FROM IBM (OR ITS SUPPLIERS OR LICENSORS), OR ALTERING THE TERMS AND CONDITIONS OF ANY AGREEMENT OR LICENSE GOVERNING THE USE OF IBM PRODUCTS AND/OR SOFTWARE. IBM, the IBM logo, ibm.com, Cognos, FileNet, OmniFind and all IBM FileNet products are trademarks or registered trademarks of International Business Machines Corporation in theunited States, other countries, or both. If these and other IBM trademarked terms are marked on their first occurrence in this information with a trademark symbol ( or ), these symbols indicate U.S. registered or common law trademarks owned by IBM at the time this information was published. Such trademarks may also be registered or common law trademarks in other countries. A current list of IBM trademarks is available on the Web at Copyright and trademark information at Other company, product, or service names may be trademarks or service marks of others. 3

4 IBM FileNet BPM POT IBM ECM Client Technical Professional IBM Enterprise Content Management Software Corporation

5 IBM Enterprise Content Management Clients & Integrationen (Notes, Outlook, Sharepoint, Quickr,...) Business Process Management Compliance Information Management Unternehmensweite Suche Analyse & Revision Automatisierte Erfassung Classification Management Management Content Management Records Management Output & Report Management (Cold) Fileserver Management Dokumenten Workflow SAP Archivierung ERP Integration Storage Management / Revisionssicheres Archiv Windows, AIX, Linux, Sun Solaris, HP-UX, iseries, System z 5

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7 Flexible Options on the UI Layer 7

8 IBM ECM - Basics of Active Content Content-aware IBM BPM is a platform that fully leverages the process-content synergy and provides Content, Process & Compliance solutions A change in content launches a process - Active content Process changes content as it executes Content defines the context in which decision are made in processes Processes, rules, forms are content subject to versioning, search, etc. ECM ECM No separate Solution for Managing Processes required The foundation for Compliance governance, risk & controls (GRC) Process-aware 8

9 All in One Business Process Management Solution Fully Integrated with FileNet Document Management Simulation Optimization Definition &. Models Analysis UI Monitoring 9

10 Business Process Modellierung (Beispiele) IT Developer Business User Import aus Visio Business Analyst Design Modus Diagram & Document Modus 10

11 Elektronische Formulare im Prozess Routing wird durch Werte im Formular beeinflusst (dynamischer Workflow) 11

12 BPM Prozess Modeller & Designer: Model Design Launch immer ein lauffähiger Prozess Reusable / Common Library of steps through Step Palette Reusable Process Library Segments, Managed, Versioned, Secured Model from easy to complex parallel working and conditional decisions 12 April 1, 2011 Drag n Drop Graphical Modeller

13 IBM ECM Widgets (otb) 4.5.x Home Page Widgets ECM Toolbar ECM In-basket ECM Process History ECM WEBi ECM Content List Helper Widgets ECM Launch Process ECM Launch Process (eform) ECM Display Web Page Step Processor Widgets ECM Header ECM Work Data ECM Work Data eform ECM Attachment ECM Step Completion ECM Viewer Utility Widgets 13 Data Viewer Web Site Web Feed Script Adapter April 1, 2011 Discovering the value of IBM Content-Centric BPM for Business Users 13

14 IBM ECM Widgets einfach zusammenstellen Drag & Drop 14

15 IBM ECM Widgets - Beispiel Design Anweisung Vorschau von Dokumenten Datenfelder Arbeitsschritt Liste der Anlagen Postkorb (individuell pro Rolle) 15

16 IBM P8 - Components (High Level View) Application Engine ` Java API.NET API Web Services REST IBM P8 4.5 DB Execution Content Engine Simple View Process Engine Business Rules Engine Federation Services OT EMC A.B. v

17 Focus Corporation Become familiar with our scenario Hands on Labs Handbuch 17

18 Focus Corporation Business Challenges Challenges Costs Solutions Value New account opening process is slow due to duplicate efforts, systems, lack of data integration Account opening is a major part of bank s costs (45 days and US$900 per customer). IT services are large percentage of cost. Re-engineer new account opening process. Speed up process with workflow. New administrative tools to reduce IT costs. More account sales. Reduced cost per sale. Reduced percentage of cost from IT. Cross-selling targets are not being met because crossdivision customer information is inaccessible or incompatible Lost business opportunity results in failure to meet revenue and profit goals. Integrate customer information and identify new opportunities with Business Intelligence technologies. Leverage existing customer data to identify more and better opportunities. More valuable accounts. Customer applications are old and difficult to use. Internal processes still paper-based Poor customer satisfaction. Time to process new accounts. Develop new apps using portal and forms. Leverage and reuse internal and external services. Increased customer satisfaction. Reduced development cost. New features and apps are taking too long to deploy. Competitive gaps Increasing time to value is too long and development costs too high. Leverage modeling, simulation, and rapid application development tooling to quickly move from proof of concept through QA to production. Improved products available. Reduced development cost. Maintaining regulatory compliance and security with current systems is complex and difficult to audit. Potential legal liabilities. Increased IT service costs. Deploy process and data governance policies and simplify tracking with new records management technologies. Reduced risk and liability. Reduced cost of maintaining compliance and audit readiness. 18

19 Focus Corporation New Account Opening Master Workflow 19 19

20 Fiktive Rollen in den Anwendungs- Beispielen Victor Vice President, Business Operations Bill - Business Analyst Sue - Supervisor New Account Operations Steve - Supervisor Fraud Review Operations John - Sales Advisor Lisa and Laura - Customer Service Specialists Frank - Form Designer 20 20

21 Labs 1-4 & 4-9 Business Process Modeling Lab Process Modeling for the Business User Lab Implementing the Process Model Lab Process Simulation Business Performance Management Lab Real-Time Visibility into Business Processes Rapid Application Development Lab Agility and Flexibility Through Business Rules Lab Bringing BPM to the Business with eforms Lab Enabling Rapid Implementation with IBM FileNet Business Process Framework Mashups and Enterprise Content Management (ECM) Widgets Lab Agile BPM Application User Interfaces Lab Continuous Process Improvements Advanced Case Management 21

22 Was ist ACM? IBM FileNet Case Manager IBM FileNet BPM design a solution 22 create a solution

23 ACM - Vorlagen für Geschäftsfalle Unternehmen können selbst Geschäftsfall Vorlagen erzeugen oder auf bestehende Lösungen zurückgreifen. Fertige Geschäftsfall Vorlagen basieren auf best practices oder Industrie Lösungen (zb IBM Developer Works) Man kann auf bestehende Vorlagen zurückgreifen, diese individuell erweitern oder einfach als Schablone für neue Vorlagen verwenden. Geschäftsfall Vorlagen sparen Zeit & Kosten! 23

24 ACM - Geschäftsfall Vorlagen schnell erstellt Assistent hilft bei der Erstellung E L P M A X E 24

25 5 Schritte zur Lösung E L P M A X E 25

26 Schnelle Umsetzung Bsp: Aufgabensammlung E L P M A X E + Freiheitsgrade + Strukturiert 26

27 Fertige Benutzer Oberfläche individuell anpassbar Vorschau AufgabenSammlung & Historie E L P M A X E 27 Metadaten

28 Automatische Suche & Zuordnung der Kundendaten Zuordnung & Vorschau Erzeuge GF - Kredit Karte Musterbank Geldbörserl E PL M A EX 28

29 Bearbeitung vom Geschäftsfall mit 360 View ACTIVE CONTENT Daten & Informationen eformular Dokumente Upload von Dokumente & Vorlagen Historie & Lotus Sametime Chat 29 E PL M A EX

30 IBM Advanced Case Management Strategy Advanced Case Management Case Application Design Case Templates Case Runtime Framework Case Infrastructure Content Events Workflow people o o View of Case Rules process Case Tasks Case Analytics Case Context Case Lifecycle Management Collaboration o Social Software Monitoring & Analytics information

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