Process Intelligence for Mainframe Legacy/Custom Applications. Patrick Gould IT Architect

Transcription

1 Process Intelligence for Mainframe Legacy/Custom Applications Patrick Gould IT Architect

2 Agenda Legacy PPM Overview Legacy PPM Solution PPM Showcase Questions 2

3 Legacy PPM Overview

4 Why Process Intelligence?

5 Process Intelligence The Main Drivers Combine and visualize data from multiple sources Codeless mashup dashboards Faster and better decisions Visibility into operational processes Real-time, process & infrastructure KPI monitoring Automated process discovery Real-time process monitoring and prediction Process deficiencies identified early Problems can be fixed before they impact the customer

6 Process Intelligence Internal and external data analysis to increase information sharing Historical process analytics to uncover process deficiencies Process benchmarking to analyze best practices Organizational analysis to discover team and collaboration structures Real-time monitoring to discover and solve process problems faster Better and faster decisions through business mashups Improve operational excellence Real-time business management

7 Process Intelligence Architecture Mashup Dashboards Dashboarding Query internal and external KPIs Sharing and collaboration Interactive filtering Real-time Updates Process Performance Management Processing Process Discovery Historical Process Analytics Process Benchmark Organizational Analysis Real-time Monitoring Real-time Analytics Process & Infrastructure KPI Monitoring Alerting Predictive Simulation Data Collection Applications & Systems

8 Process Intelligence for Legacy/Custom Applications Allows customers to Reconstruct / discover business processes automatically Analyze in-depth process performance (KPI) Identify process bottlenecks Visualize dashboard (without programming) Discover & collect KPI data from Adabas & Natural ARIS Mashzone Extractors Adabas Process Extractor KPI data from process related changes in operational data Screen Process Extractor KPI data from screens exchanged with application during process execution Natural Process Extractor (future) KPI data from calls to Natural subprograms (e.g., via RPC) ARIS PPM Extractors for Natural Apps

9 ARIS PPM - Architecture Process Extractors PPM GUI Mash Zone Performance Dashboard PPM Server Process Warehouse Analysis Server In-memory Import Interface (XML) SAP JDBC CSV wm BPMS Screen Adabas PPM DB Natural

10 Legacy PPM Solution 10 May 2011 Software AG 8.2 Basic Training 10

11 Process Intelligence Solution Mashup Dashboards Process Performance Management Key Features Process Extraction

12 Mashup Dashboarding Integrated views of internal and external data sources Situational dashboards managed at the department level Dashboards that are shared and enhanced across the company Real-time process monitoring, alerting and analysis Business user empowerment Increase knowledge across the enterprise Better and faster decisions

13 ARIS MashZone: Analyze Data and KPIs with Business Mashups Supports codelessly combining and analyzing data and KPIs Integrates internal and external data sources in real-time Enables collaborative creating and sharing of mashups Provides process monitoring results in business oriented way Increases knowledge through information sharing Enables better and faster decisions

14 ARIS MashZone: Intuitive User Interface Enables composing data feeds graphically no coding required Provides library of pre-defined visualization components Provides single application for data feeds, authoring and viewing Build business mashups in minutes Business users create dashboards, reducing dependence on IT Simplifies ad hoc reporting

15 Process Intelligence Solution Mashup Dashboards Process Performance Management Key Features Process Extraction

16 Data Extraction Setup of Process Warehouse and Information Cube Process Consolidation a. Process Fragment Generation b. Process Fragment Merge KPI Calculation within Information Cube Process Warehouse Extraction Outcome: Data Records / Documents Consolidation Outcome: Complete Process Objects Source System data structures 2.b. +KPIs 3. +KPIs +KPIs Miller Dortmund Samsung X a. Information Cube 16

17 PPM GUI Module Bar Module bar

18 Building Blocks of PPM Analysis Display type Key performance indicator (KPI) mandatory Dimension Filter optional

19 Key Performance Indicators Introduction Key Performance Indicators Key performance indicators are measurable and/or quantifiable properties of processes and process steps PPM distinguishes between process and function KPIs Function KPIs at process step level Cycle time Time-span between start time and end time of particular function Process KPIs at process level Process cycle time Time-span between start time of first function and end time of last (observed) function Number of changes Number of functions representing unexpected changes during process execution, e.g., in terms of delivery quantities, etc.

20 KPI Example Bar Chart Name of KPI and KPI scaling Absolute KPI value

21 KPI Example Speedometer Chart Absolute KPI value Name of KPI and KPI scaling

22 Dimensions in ARIS PPM Height [meters] Height [meters] Height [meters] Gender Time Woman Man Gender Time Key performance indicator Dimension

23 Filter Settings Introduction 1.55m 1.40m 1.25m Height [meters] Filters: Height >1.35m Time Filters: Time <1990 Key performance indicator Dimension Filter

24 Process Extraction 10 May 2011 Software AG 8.2 Basic Training 24

25 Screen Process Extractor Use case Typically on the next business day PPM users like to view and analyze the performance of monitored processes (experience from IDS consultancies: customers asks for this in more than 80% of the cases ) The challenge is, the applications to be monitored is green screen based and the information has to be captured during online processing View results based on process modifications the next day by monitoring user-sessions Some notes The concept is based on historical data (recordings) Screen Process Extractor supports virtually any terminal emulation (end user does not need to use different emulator software) This Extractor is unique as there is no other product in the market to extract event data to be fed into ARIS PPM

26 Screen Process Extractor Technical Architecture Terminal Emulation Proxy Mainframe Terminal Emulations Terminal Protocol (3270, 5250) GCT GCT GCTX Business Activity Rules PPM XML Repository (Screens, Business Activities) Screen Process Extractor

27 Screen Process Extractor Define Business Activities A predefined (Business) Activity entity is needed to identify the Activity in user sessions during analyzing time How can I describe such an Activity? I need rules, conditions Rule types: Start rule A trigger which indicates the start of an Activity. Example: AddNewLoan Screen has reached Complete Rule (Mandatory) - A trigger which indicates the completion of an Activity. Example: AddNewLoan Screen has reached + a message in the screen bottom - Loan added successfully Participating Rule Used to capture data from other screens Example: pick data from LoanDetails screen fields Abort rule - A trigger which indicates the abortion of an Activity. Example: user press PF3, then the App. displays the MainMenu screen. 10 May 2011 Software AG 8.2 Basic Training 27

28 Business Activity Editor define rules, conditions and mappings Rules area Conditions area Mapping area

29 Process Intelligence for Natural Applications Required attributes PROCESS_ID Unique identifier for this process of which this process step is a part of PROCTYPE Process type of this process STEP_ID Unique identifier for this process step STEP_TYPE Type of process step. Used as in internal identifier for PPM END_TIME End time stamp of this process step; format: MM/dd/yyyy HH:mm:ss 10 May 2011 Software AG - Get There Faster 29

30 Business Activity Editor define PPM outputs PPM Process type PPM event attributes PPM user defined attributes

31 Screen Process Extractor How to overview Concept is based on historical data Manually define Activities (to do this different preparation steps are required) Record at least one experienced end user PI4Natural automatically identifies screens and create the application map (which shows the so called application flow) Record user sessions all day(s) of all mainframe application users Automatically run the Activity Extraction during night (when needed) On the next day PPM user can view and analyze the performance of monitored processes (e.g. can see the results of process modifications which were done the previous day(s))

32 Screen Process Extractor Steps To-Do Collect/record user terminal session Identify Screens Define user activities (rules which checks field content on certain screens and user action such as Pf-keys etc.) Extract Events data (to be analyzed by ARIS PPM) Monitor and Improve Processes

33 Screen identification Define the field(s) (here MapName), which allows to automatically identify all (other) screens of the application. 10 May 2011 Software AG 8.2 Basic Training 33

34 Define user activities Define the rule(s) which allow to automatically indentify the user activity when the events get s extracted 10 May 2011 Software AG 8.2 Basic Training 34

35 Process Event Attribute mapping Sample mapping: Screen field: Claim number from screen SETP1251 to PPM event attribute PROCESS_ID 10 May 2011 Software AG 8.2 Basic Training 35

36 Extract Event Data (to be analyzed by ARIS PPM) The extraction can be done: In Software AG Designer or in Batch 10 May 2011 Software AG 8.2 Basic Training 36

37 Sample Event Data (to be analyzed by ARIS PPM) 10 May 2011 Software AG 8.2 Basic Training 37

38 ARIS PPM Process instance list & example process

39 Summary Screen Process Extractor Process data can be extracted from all green screen based applications on Mainframe 3270/ iseries 5250 The terminal session will be recorded (virtually any terminal emulation can be recorded such as IBM Hats, Entire Connection, ApplinX or Attachmate) The "recording" is the input for the extraction process. Some further steps the business user would have to do after the recording: define business activity, (effected screens, rules about interesting fields, pressed pf keys...) start data extraction in batch or from user interface. The output goes to the XML files these XML files will be consumed by ARIS PPM for discovery and process monitoring 10 May 2011 Software AG 8.2 Basic Training 39

40 Showcase 10 May 2011 Software AG 8.2 Basic Training 40

41 Content Sample: Claim process of a Car Insurance Company Insurance Company, Introduction Claim Process Versis Insurance Software Solution Demo/Showcase PPM Analyses needed by different stake holders New Data Extraction Capabilities of PI for Natural IDS Scheer AG 41

42 German Vehicle Insurance Company Introduction Employees 1 Bill. Total balance sheet headquarter in Mannheim, about 15 offices in Germany Focus on Car insurance customers Departments Vehicle Insurance Life Insurance The demo is focusing on Vehicle Insurance and Claim handling

43 German Vehicle Insurance Regions Defined Regions: North: (20%) Kiel (15%) Hamburg (39%) Berlin (27%) Hannover (19%) West (30%) Dortmund (15%) Köln (40%) Düsseldorf (21%) Aachen (24%) East: (20%) Dresden (41%) Leipzig (36%) Erfurt (23%) South: (30%) Frankfurt (23%) Stuttgart (21%) Munich (29%) Wurzburg (17%) Risk types: Liability Insurance (XHA1) Physical damage insurance (XKASKO) Important Benefit types: Accidental Damage Total Damage Compensation for pain and suffering Personal Damage Windscreen Theft and Hijack

44 Claims Process Claims Process Customer Reports Car crash Add Claim Add Voucher Add Booking Data Approve Payment Payment to Customer Call Center Claims Department Auditing Claims Adjustment Customer Reports Car crash The customer who is reporting the car accident will be supported by the call center Collect additional information such as (repair) invoices and booking data. During claims adjustment process step, claims adjuster gathers all of the documentation related to the claim from all relevant parties and then they do an assessment based on and weighed against like claims. Final check of the claim including recalculation of the amount of money to be transferred. The bank confirms the bank transfer to the insurance company.

45 Claims Process Claims Process Customer Reports Car crash Add Claim Add Voucher Add Booking Data Approve Payment Payment to Customer Generic KPI s: activity cycle time(t1 + ta1) process cycle time (t P ) average cycle time (t Ǿ = Σ t p / n) average cycle time by Area Batch t 1 t A1 t 2 t A2 t 3 t A3 t A4 t A4 t 5 t A5 t P

46 Versis - Insurance Software Solution Versis (also known as ibos Insurance Back office System) is a Software AG software solution for Insurance companies. This Showcase is concentrating on Versis which is running on Mainframe using Adabas as Database (Note: Versis is also available on UNIX/LINUX platforms, which is not a problem because usage of Software AG extractors is platform independent). In the Showcase we will measure and visualize process information which is important to the Insurance Company. This Insurance Company uses Versis to run the whole vehicle insurance Claims process. The given environment suggests two ways to process data extraction: Green screens and Adabas.

47 Persons Involved Head of Claims department (insurance), Juergen Sattler Responsible for the Claims department. Call center lead (subsidiary company), Julia Noah Responsible for call center management Process lead (of insurance company), Maximilian Richter Responsible for process controlling and optimization.

48 PPM Analyses needed by head of Claims Department Juergen Sattler, Head of Claims department Car Insurance His goal is to get an overview about important process related parameters to be able to proactively react At any time he must know how his department is performing He usually uses the ARIS PPM Favorites, however, the preferred method is Dashboards Dashboards provide all relevant information overview much more quickly.

49 Juergen uses PPM Client to view department performance Graphic representation of query results Favorites are KPI instances created in your ARIS model. It is generally used to call a defined query that displays a KPI analysis. Juergen just clicks the query he wants to run by choosing the appropriate favorite.

50 Claims Department, KPI Analysis 1 First digit of the Zip code defines the Area The cycle time is measured by PPM using the completion time of first activity and the last one ( Approve Payment ). Graphic shows the average cycle time and maximum time of Claims Background info: Zip code of the customer address is picked from green screens.

51 Claims Department, KPI Analysis 2 First digit of Zip code defines the Area The cycle time is measured by PPM using the completion time of first activity and the last one ( Approve Payment ) Graphic shows the average cycle time of Claims with an extend of Damage larger than 10K Background info: Zip code of the customer address and damage size information is picked from green screens.

52 Claims Department, KPI Analysis 3 First digit of the Zip code defines the Area Extent of Damage equals the invoices the customer filed for repair and other damages. Graphic shows the average cycle time of Claims with a damage size larger 10K Background info: Zip code of customer address and damage size information is picked from green screens.

53 Claims Department, KPI Analysis 4 First digit of the Zip code defines Area Graphic shows the number of Claims per Areas Background info: Zip code of customer address information is picked from green screens. Number of open Claims was extracted from Adabas.

54 Claims Department Dashboard (requester Juergen Sattler) The business activity ChangeStatus is in an alarming status. Juergen will have to check with his team on the reasons and how to resolve it. This Dashboard is only a sample, there could be more queries displayed such as how many accidents by game happened per Area.

55 PPM Analyses needed by head of Call center Julia Noah, Call center lead (subsidiary company) At any time she must know how her department performs, how fast new Claims are entered and how fast the Voucher information is added as well so the Claims department can take over and complete the process Her Dashboard provides all the relevant information she needs

56 Call Center Dashboard (requester Julia Noah) Interestingly the Create Claim activity takes longer than the Add Voucher activity. The cause of the problem should be checked (missing information from customers might be the reason). This Dashboard is only a sample, there could be more queries displayed such as average cycle time of first two processes.

57 PPM Analyses needed by Process Lead Maximilian Richter, Process lead (of insurance company) He wants to see process related information such as whether as-is-processes works as it was designed to

58 As-Is-Process displayed in ARIS PPM for Process Lead After importing the extracted data to ARIS PPM, the displayed As- Is-Process looks exactly like the designed process. Today, therefore the process lead has no task on the plate regarding this process.

59 Bright ideas everywhere!