What's new in Decision Management and BPM?

Transcription

1 What's new in Decision Management and BPM? November 3 rd, 2011 Laurent Tarin Sr. Product Marketing Manager, WODM [email protected] Marc Smith Sr. Product Manager, IBM BPM [email protected]

2 Before we start Do you use these technologies today? 1. Business Process Management (BPM) 2. Business Rules Management System (BRMS) 3. Business Event Processing (BEP) 4. BPM + BRMS 5. None

3 Agenda What s new in WODM 7.5 What s new in IBM BPM Operational Decisions working with Business Processes Next Steps

4 Transformation and Growth Require Better Decisions CIOs recognize that effective decision automation is key to success 75% of CIOs with mandates to transform the business are looking to drive better real time decisions. 4 72% of CIOs with mandates to expand cross-enterprise growth are leading the charge to drive better real time decisions. Source: IBM Global CIO Study 2011

5 What is Decision Management? Decision Management is a business discipline that enables organizations to automate, optimize and govern repeatable business decisions. Business Processes, Applications & Solutions Operational Decision Management Decision Services Analytical Decision Management Policy Regulation Best Practices Know-how Business Rules & Events Predictive Analytics & Optimization Risk Clustering Segmentation Propensity Scenario Analysis & Simulation Internal & External Data 5

6 Two Key Entry Points to Decision Management Operational Decision Management Focuses on the automation and governance of frequently occurring, repeatable decisions that control critical business systems Analytical Decision Management Focuses on the development and deployment of decision services bringing intelligence and predictive insight into repeatable decisions while maximizing outcomes Enabled by: Business Rule Management with Business Event Processing Decision Management Enabled by: Predictive Analytics with Optimization Closely integrated with: Analytical Decision Management Business Process Management Closely integrated with: Operational Decision Management Business Intelligence 6

7 Introducing WebSphere Operational Decision Management WebSphere ILOG BRMS WebSphere Business Events Contextual Decisions Situational Awareness WebSphere Operational Decision Management Your business decisions. Made by your business experts. Delivered in real-time by technology. 7

8 Key Challenges Addressed by Decision Management How can we rapidly respond to evolving market demands, competitive actions and regulatory requirements? Adapt to rapid change How can we simplify the visibility and governance of business decisions? Align across business & IT How can we ensure that business systems deliver the right interactions at the right time? Act with precision and reliability 8

9 The Power to Adapt Respond to change with increased speed & agility Decision logic is defined in non-technical, intuitive language appropriate for business people Business experts can author, improve and validate decision logic through userfriendly tooling Deploy once and changes are immediately available for processes and business systems across the enterprise Visa Europe responds to new regulations, unifying 36 diverse currency markets with over 60 rules changes in 13 months 9

10 The Power to Align Improve decision collaboration with enhanced visibility & governance Streamlined cross-team collaboration which improves communication and eliminates misinterpretation risks Simplified decision auditing, and change control through an easy-to-use governance allowing to meet changing requirements Management of business rules and events in a unified environment enhances visibility and control BeneCard improves speed-to-market by 70% and reduces processing time by 30% with tools that enable collaboration between business and IT users 10

11 The Power to Act Automate real-time actions with high performance & reliability Detect and react in real-time to critical business situations Leverage specific context and predictive models to customize decisions resulting in increased accuracy Deploy to a scalable runtime engine capable of handling high volume mission-critical decision services Swiss Customs streamlines tariff processing and border control by pre-validating over 200,000 customs declarations daily 11

12 How Decision Management Works: Customer Acquisition Insurance multi-channel customer acquisition Internet Detect Multi-channel quote requests Decide Event Pattern: Customer requests a series of quotes with increasing deductibles Business Rules: Customer good prospect, find best promotion Respond Make a personalized offer Call Center Event Correlations Event Pattern: 2 web quote requests and 1 direct contact in 3 days Business Rules: Determine best product Trigger agent call back to assist Event Pattern: Same vehicle ID with different addresses on phone & Web request: Seek clarification Agency Business Rules: Is customer gaming the system? Events Rules Decisions 12

13 WebSphere Operational Decision Management Key features enabling intelligent decision automation and governance Adapt to rapid change Align across business & IT Act with precision and reliability Unified environment to manage rule and event definitions Line-of-business empowerment to manage and improve decisions Common business language to define business rules and events Hot deployment accelerates change implementation Centralized repository enables cross-functional collaboration for enterprise decisions Non-technical decision language improves communication Multiple release management ensures reliable change governance Intuitive testing and simulation allow business to validate changes Time-based reasoning to detect actionable business situations Events and rules integration to decide when and what to do High performance runtime reliably supports missioncritical decision services Specialized execution runtimes for mainframe applications 13

14 WebSphere Operational Decision Management Components WebSphere Operational Decision Management WebSphere Decision Center Management Decision Artifacts Versioning Repository Access and Control Decision Center Console Define Deploy Visibility & Governance Update Measure Rule Solutions for Office WebSphere Decision Server Decision Center for Business Space Rule Execution Event Execution Decision Monitoring Connectors Design Rule Designer Event Designer 14

15 Business User Empowerment for Rule and Event-based Decision Logic WebSphere Decision Center Project governance, including role-based security, history maintenance and custom metadata Same management and authoring environments for business users Team collaboration through multiuser access for business users and synchronization between IT and business user environments WebSphere Decision Center: A web interface for business users to access and collaborate around decisions updates in a simple, secured and controlled way 15

16 Common Business Language Support for a wide range of business decisions Easy to understand and to adopt Same language for business and IT people Multi language support Triggering real business actions Business rules and events unified language: An intuitive, easy-to-use language for defining contextual and time-based business decisions 16

17 Standardization on Eclipse for Decision Management Application Development Event and Rule Designers Single Eclipse environment with specific perspectives for contextual and time-based decisions application design Provides IT teams with comprehensive capabilities for creating and maintaining decision management applications Event Designer merges multiple Business Events design tools into a single tool for IT Compatibility with IBM Business Process Manager (Integration Designer tool) and Rational Application Developer Easily develop and deploy operational decisions-based application and set-up business user environments 17

18 Multiple Release Management Greater flexibility for deploying business decisions Enable business users to make changes to a deployed rule application without interfering with work they are doing on an upcoming release Merge and diff between releases Easily implement changes in distinct versions and better control how to merge them across different releases 18

19 Multiple Release Management Visual Support Improving ease and confidence of managing changes Detailed side-by-side graphical difference highlights between releases Multi-directional merge from one release to another Visually see and understand differences across releases and decide accordingly on how to perform merge between them 19

20 Access Business Decisions from Custom Web Environments Sense and respond to actionable situations Both rules and events governance using Business Space UI Ability to create custom web interfaces for maintaining decision logic Accessible and configurable business environment to access and modify operational decisions 20

21 WebSphere Operational Decision Management Runtime support Leverage a wide range of platforms to meet the varying needs of enterprise architectures IBM WebSphere Decision Center (Windows, AIX, Linux, z/os) Repository Windows AIX Linux z/os Multiple z/os deployment options IBM WebSphere Decision Server 21

22 Operational Decision Management on System z Runtime options Decisions can be invoked from existing CICS and batch applications Runtime support for COBOL data types Flexible runtime deployment to fit any System z environment: Deployed on WebSphere Application Server for z/os Deployed on CICS TS 4.x (JVM server environment) Deployed standalone to z/os Business Rules, Business Events Rule Execution Server WebSphere Decision Server for z/os * WAS for z/os OEM entitlement included with Decision Server zevents Execution WebSphere Application Server for z/os* Business Rules zrule Execution Server (on CICS) CICS TS v4.x** Business Rules zrule Execution Server (Standalone) ** CICS Transaction Server licenses purchased separately z/os 22

23 Agenda What s new in WODM 7.5 What s new in IBM BPM Operational Decisions working with Business Processes Next Steps

24 IBM BPM - the most comprehensive BPM platform available Simplicity for deep business user engagement Process Designer Coaches Playbacks Power to scale with transactional integrity Process Server BPEL Orchestration Integration Adapters 24 Enables faster, business-led process change Governance to manage process change Process Center Snapshots Toolkits Visibility to empower business users to optimize processes Performance Data Warehouse Real-Time Scoreboards

25 Improve processes for better business outcomes IBM Business Process Manager v7.5.1 What s New? IBM BPM v7.5.1 includes: Expanded adoption of BPMN 2.0 standard Simplify application implementation with powerful new modeling constructs Import / export BPMN models with other tools Easily tap into IBM s rich industry models New integration with IBM Case Manager Manage IBM BPM & ICM tasks in one place with unified inbox Link IBM BPM processes into ICM case solutions, and interact with ICM cases from IBM BPM processes Improved asset management, performance, and manageability Refactor assets into toolkits Generate process documentation Compare versions side-by-side Experience simpler cluster installation, easier management of Process Server & process instances 25

26 IBM BPM Improves BPMN 2.0 Modeling Adds more BPMN 2.0 modeling capability with less modeling effort More BPMN 2.0 constructs from simplified BPMN palette 26

27 IBM BPM Adds New BPMN 2.0 Constructs Increase power, simplicity of executable process models using advanced constructs Full Set of Message Events More explicit modeling & simplified implementation of event operations Event Gateways Wait for one or more message or timeout events to determine subsequent flow Event Sub-processes Simplifies implementation of asynchronous workflow driven by message, timer, or error events 27

28 BPMN 2.0 Import: Aware of Banking Industry Model (IFW) Easily leverage rich industry content through intelligent import Select a scoped process application based upon IFW Banking Value Chains: Industry Models Banking Value Chains Import scoped process application into IBM BPM Process Center 1. Sales & Relationship Management 2. KYC/Account Opening 3. Lending 4. Card Products Administration 5. Commercial / Syndicated Lending 6. Mortgages 7. Trade Finance 8. Savings, Investments & Term Deposits 9. Transfer Services 10.Payments 11.Cash Management 12.Wealth Management 13.Product & Marketing Management 14.Regulatory & Compliance 15.Best Execution/MiFID 16.Trade Processing 17.Corporate Actions 18.Asset & Liability Management 19.Human Resource Administration Scoped Process Application: Accept Payments 28 Rational System Development Platform IBM BPM Process Center

29 IBM BPM Integrates with IBM Case Manager Create rich solutions that combine powerful BPM and case management capabilities IBM BPM Tasks Common inbox across IBM BPM and IBM Case Manager New Task Reuse FileNet P8 Workflow Reuse IBM BPM Process IBM Case Manager Work Items Create IBM Case Manager case solutions that invoke IBM BPM processes Create IBM BPM processes that interact with IBM Case Manager cases 29

30 IBM BPM Enhances Overall Usage Experience More powerful asset sharing & management, easier installation, faster performance Asset Sharing & Lifecycle Management Performance & Scalability Installation Security Serviceability Expansion Guided refactoring of shareable application assets into toolkits Quick generation & publishing of process documentation Side-by-side version comparison (basic) Web-based Process Inspector for administration of disconnected Process Server instances Removal of unwanted process apps and toolkits from archive Continued improvements to throughput and concurrency Faster task inbox search Easier, faster installation of Proc Center / Proc Server clusters Fine-grained authorization of process app management (terminate, suspend, delete, etc.) Secured internal messaging bus Built-in collectors for IBM Support Assistant Process Center Advanced manages different editions of Process Servers 30

31 Side-by-Side Comparison of Versions Provides greater visibility and governance during change management 31 Web-based Process Inspector for Administrators Improves process visibility & management capabilities for easier operations

32 IBM Business Process Manager Advanced for zos Enabling agile business processes on System Z Unified BPM platform combines the simplicity of Lombardi Edition experience and the power & scalability of WebSphere Process Server all integrated in a zenterprise environment. Leverages co-location with IBM System Z programs for superior performance, scalability, and access to data High volume process automation with greater availability and qualities of service IBM Business Process Manager V7.5 for z/os highlights Built-in SOA components for extensive enterprise-wide service integration and orchestration Full compatibility with the latest version of IBM WebSphere Process Server for z/os Flexible deployment of process applications originally created with IBM WebSphere Lombardi Edition for Linux on System Z or other platforms In-process rules authoring based-on WebSphere ILOG JRules technology Streamlined installation and configuration of BPM within IBM WebSphere Application Server on z/os 32

33 Agenda What s new in WODM 7.5 What s new in IBM BPM Operational Decisions working with Business Processes Next Steps

34 Decisions are Often Locked within Processes Without Decision Management Decisions are locked in processes and applications Programming skills are needed to create & modify decision logic Speed of business change is limited by IT bandwidth 34 Manual intervention increases costs & reduces customer satisfaction

35 Decision Management Enables Reuse Across Processes With Decision Management Decision Service: Risk Scoring Decision Service: Eligibility Decision Service: Offers & Promotions Reuse decision assets across processes Empower business people to own, author and update decision services Respond quickly to changing market conditions 35 Maximize automation and straight-through processing

36 Example: Claims processing process Risk Assessment Payment Estimation If the estimated value of the vehicle is less than 2000 $ and the age of the vehicle is more than 10 years and the vehicle has been declared destroyed then Initiate the payment value to the value estimated of the vehicle * 0.45; Log operation Old vehicle : Initiate payment at 45% of he estimated value ; 36 36

37 Invoking Rules from an IBM BPM Process Built-in rules authoring based on BAL (if-thenelse) only (Embedded) Quasi-natural language Decision Tables Decision Trees Full WODM Business Rule Capability (External) 37

38 Why Business Decisions Externalization? Enterprise Applications Business Decisions Streamline processes WODM Facilitate change Traditional/Vertical Application User Tools Re-use decision assets Maximize automation Business Processes Sharing Improve governance Decision Service Decide Execution 38

39 Shortened Process life cycle Business Process Updates (Months, Years) Release 1.0 Release 2.0 Business Process Owners Subject Mater Experts BPM Change in production Operational Decisions Release 1.1 Release 1.2 Release 1.3 Release 2.0 Release 2.1 : Application up to date Business Decisions Updates (Days, Weeks) 39

40 HealthNow Speeds Up Member Enrollment Speed to market gains of over 50% to roll out new programs Challenge: Respond quickly to regulatory mandates Increase efficiency by streamlining internal processes Address growing complexity in healthcare Benefits: Reduce enrollment time and administrative costs Increased speed to market by 50% BPM and Decision Management Solution Member enrollment process to automate eligibility and coverage for new member applications Comprehensive audit trail of rules and decisions Greater consistency from externalized decision logic and process visibility 40 Providing innovative products and services while improving the availability, quality, and cost of healthcare is central to our corporate vision. WebSphere Process Server and ILOG JRules have enabled us to automate, optimize and monitor critical business decisions within our core processes. ~ John Walsh, Chief Enterprise Architect, HealthNow New York Inc.

41 Combined Business Value BPM and Business Rules Processes are simple to maintain Complex decisions are just a decision step in the process Rules updates are made in days Business ownership is increased Decisions expressed using natural languages Business decisions are modified outside the process Increased process throughput Improved repeatable decision automation inside the process Decisions are automated and executed in real time 41

42 Before we close Are you expecting in learning more about these products? 1. WebSphere Operational Decision Management 2. IBM BPM 3. Both of them in an integrated solution 4. No

43 Agenda What s new in WODM 7.5 What s new in IBM BPM Operational Decisions working with Business Processes Next Steps

44 Next Steps See Operational Decision Management - In Action Go to ibm.com/operational-decision-management/scenarios to see and hear customer videos and podcasts Schedule an online custom demo Learn what s possible - Discovery Workshop On-site workshop with business and IT stakeholders to evaluate the applicability of decision management for your project Implement a real project in 10 weeks - Quick Win Pilot Demonstrate immediate value to your LOB end-users with your first Quick Win in 10 weeks Accelerate the deployment of decision management using a proven, incremental approach and a production-ready pilot Collaborate with IBM experts on your first win 44

45 Thank You Good Decision! Decision Management blog