IndustryPrint: Business Process Analysis for Everyone! 27 June 2011 IndustryPrint: Business Process Analysis (BPA) for Everyone! 1
Introduction: Your presenters today James Kocins Deloitte Consulting LLP Director, Services Quality (Methods & Tools) San Francisco, California jkocins@deloitte.com Chris Ottesen Deloitte Consulting LLP Specialist Leader, Services Quality (Methods & Tools) IndustryPrint 5/ARIS Lead Architect Minneapolis, Minnesota cottesen@deloitte.com 27 June 2011 IndustryPrint: Business Process Analysis (BPA) for Everyone! 2
Contents Deloitte overview 4 The IndustryPrint story 6 IndustryPrint is now on ARIS 11 BPA for everyone approach with IndustryPrint 15 Live demo: Simplified BPA in ARIS 20 Web-based hosting environment 21 Lessons learned 23 Appendix: Highlights from live ARIS demonstration 24 27 June 2011 IndustryPrint: Business Process Analysis (BPA) for Everyone! 3
Deloitte overview At a glance Deloitte is a professional services organization that offers Strategy & Operations, Human Capital, and Technology Integration related consulting services, and has access to extensive Audit & Enterprise Risk, Financial Advisory, and Tax capabilities. We are one of the top-ranked consulting firms with access to more 170,000 practitioners around the world, and the only firm with access to a full range of audit, tax, consulting, and financial advisory services. The broadest capabilities Americas (North America, Latin America, and Caribbean) 73,000+ people 29 locations EMEA (Europe, Middle East, and Africa) 63,000+ people 99 locations $5.4, 20% $2.0, 8% $11.7, 44% $7.5, 28% Worldwide 170,000+ people 151 locations Asia Pacific 34,000+ people 23 locations Audit Consulting Financial Advisory Tax FY10 Aggregate firm revenue by member firm by functional areas (in billions $USD) * As used in this document, Deloitte means Deloitte Consulting LLP. Please see www.deloitte.com/us/about for a detailed description of the legal structure of Deloitte LLP and its subsidiaries. 27 June 2011 IndustryPrint: Business Process Analysis (BPA) for Everyone! 4
Deloitte overview (contd.) Top 10 Consulting service providers Worldwide based on revenue for 2008-2009 Rank Vendor 2008 2009 Growth (%) 2008-2009 Market Share (%) 2009 1 Deloitte 4,385 4,354-0.7 6.2 2 IBM 4,353 3,958-9.1 5.6 3 PricewaterhouseCoopers 3,316 3,225-2.8 4.6 4 Accenture 3,074 2,590-15.7 3.7 5 Ernst & Young 2,348 2,327-0.9 3.3 6 CSC 1,926 1,769-8.2 2.5 7 KPMG International 1,735 1,689-2.7 2.4 8 Fujitsu 1,561 1,473-5.7 2.1 9 HP 1,536 1,313-14.5 1.9 10 Capgemini 1,566 1,291-17.6 1.8 Other Service Vendors 51,303 46,147-10.0 65.9 Total Market 77,103 70,136-9.0 100.0 Source: Gartner (April 2010) 27 June 2011 IndustryPrint: Business Process Analysis (BPA) for Everyone! 5
The IndustryPrint story 27 June 2011 IndustryPrint: Deloitte s Enterprise 27 June Business 2011 Process IndustryPrint: Analysis Business Solution Process Sets Stage Analysis for Full (BPA) BPM for Automation Everyone! 6
Deloitte s process modeling approach and repository Deloitte was the first large consulting organization to have a structured approach to process modeling: IndustryPrint IndustryPrint captures knowledge of leading-practice business processes for 30+ industry segments Time-tested modeling approach and standards used on Deloitte client engagements since 1996 Provides a detailed starting point for business process design and transformation and is the baseline for ClientPrints Core to Deloitte s Enterprise Value Delivery (EVD) for ERP implementation method, providing a process-driven implementation approach 27 June 2011 IndustryPrint: Business Process Analysis (BPA) for Everyone! 7
Deloitte s business process analysis needs Challenges Rapid deployment of a standardized business process analysis platform across many global member firms and diverse projects Deploy and manage our IndustryPrint process model content, covering 30+ industries and market segments, mapped to ERP solutions Single-user proprietary modeling tool: IndustryPrint Process Modeler (IP4) End-user modeler training time must be less than a day and project ramp-up in less than a week Process modeling and analysis is only part of what consultants and client team members do on a project Business Process Analysis (BPA) details feed into many downstream deliverables and tools such as test cases and training materials 27 June 2011 IndustryPrint: Business Process Analysis (BPA) for Everyone! 8
Deloitte s business process analysis needs (contd.) Clients challenges Do not want proprietary modeling tools Need to rapidly transform the business and/or deploy technology-enabled process transformation No enterprise business process analysis strategy or tool suite in place No Business Process Management team in place to define the BPA standards, methods, and conventions Client team members also have to learn ERP systems, testing and project management tools, etc. Must keep process modeling simple 27 June 2011 IndustryPrint: Business Process Analysis (BPA) for Everyone! 9
Deloitte s business process analysis needs (contd.) Next generation of IndustryPrint tools selection focused on simplicity and ease of use Leading multi-user modeling platform Simplified models that look and feel like classic IndustryPrints and allow for robust integrated designs Filter out superfluous objects, models types and functions Preserve our existing IndustryPrint knowledge base We decided to replace our single user IndustryPrint Process Modeler in 2009 IndustryPrint Process Modeler (legacy modeling application) 27 June 2011 IndustryPrint: Business Process Analysis (BPA) for Everyone! 10
IndustryPrint is now on ARIS 27 June 2011 IndustryPrint: Deloitte s Enterprise 27 June Business 2011 Process IndustryPrint: Analysis Business Solution Process Sets Stage Analysis for Full (BPA) BPM for Automation Everyone! 11
Deloitte built the next generation of IndustryPrint on the ARIS Design Platform IndustryPrint Deloitte s experience powered by ARIS 27 June 2011 IndustryPrint: Business Process Analysis (BPA) for Everyone! 12
Why did Deloitte standardize using ARIS for the next generation of IndustryPrint? ARIS provides a robust Business Process Analysis platform that helps Deloitte deliver high value, consistency, and quality on our client engagements Value ARIS provides process modeling tools and aligns with the strategic direction of the major ERP vendors Supports clients request to use non-proprietary tools that can be supported post-project Facilitates ongoing process improvements that can reduce costs and increase the ROI for clients Provides an excellent delivery platform for preconfigured solutions 27 June 2011 IndustryPrint: Business Process Analysis (BPA) for Everyone! 13
Why did Deloitte standardize using ARIS as the next generation for IndustryPrint? (contd.) Quality of solutions Robust method embedded in the tool (ARIS House of Business Engineering) Process model content is stored in a central database, which allows data to be analyzed and interfaced to other tools such as testing, training development, and system documentation Allows mapping to major ERP applications, modules, transactions, and product screens to show system enablement of a process Design requirements traceability directly in ARIS and linked to testing management tools Consistency Provides a multi-user, collaborative environment to design processes and manage requirements Uses a repeatable approach to process modeling that facilitates consistency across projects Facilitates standardization on non-industry-specific processes and tasks across models, allowing project teams to focus on unique industry processes and tasks Helps enable a BPA for everyone solution approach 27 June 2011 IndustryPrint: Business Process Analysis (BPA) for Everyone! 14
BPA for Everyone approach with IndustryPrint 27 June 2011 IndustryPrint: Deloitte s Enterprise 27 June Business 2011 Process IndustryPrint: Analysis Business Solution Process Sets Stage Analysis for Full (BPA) BPM for Automation Everyone! 15
BPA for everyone approach with IndustryPrint Senior BPA practitioners from Software AG worked with Deloitte to develop a streamlined BPA approach that automated many common ARIS modeling tasks and enable direct project deliverable creation. Deloitte s BPA vision A simple, repeatable, and robust approach for automating design deliverables in our ERP delivery methods. Methods and conventions Modeling automation Prebuilt library models Based on key design deliverables from our Enterprise Value Delivery (EVD) for SAP and EVD for Oracle ERP delivery methods Standardized modeling hierarchy levels across design disciplines Simplified EPC to work with IndustryPrint modeling standards Custom macros to automate common modeling tasks using IndustryPrint standards Automatic identification code generation IndustryPrint conversion utility Model and object mapping utilities Administrative clean-up automation to simplify definition and occurrence and definition copy administration Standard report library Standard library structure and user groups Prebuilt application libraries for SAP, Oracle EBS, PeopleSoft, and JD Edwards packages Complete requirements capture, rationalization, and design traceability solution Business roles KPI structures Value delivery Value proposition Jumpstart projects with a ready-made BPA solution based on leading practices. Deloitte is offering the ARIS configuration, custom reports, and enhancement to clients as part of consulting engagements. Clients can continue with ARIS support after the project. 27 June 2011 IndustryPrint: Business Process Analysis (BPA) for Everyone! 16
Challenge: Simplifying EPC for everyday business users We simplified the traditional Event-driven Process Chain (EPC) for use with Deloitte s time-tested IndustryPrint modeling approach. Enterprise resources supporting business functions were moved to standard ARIS Function Allocation Diagrams (FADs) based on a normalized enterprise modeling framework. Traditional EPC Supporting resources on same diagram Simplified EPC Supporting resources on FAD EPC Simplification Functional Allocation Diagram (FAD) Harder for business user to learn Used by specialists to connect supporting resources and other technical modeling information Easier for business user to learn 27 June 2011 IndustryPrint: Business Process Analysis (BPA) for Everyone! 17
Our BPA design started with our ERP package integration practices Major ERP business system design components Business Roles Design integration Effective business systems design requires more than drawing flow charts, configuring software, and defining roles These individual designs must all be aligned at consistent connection points ARIS helps to make the process of aligning and integrating your business systems design easier Many SAP and Oracle design deliverables can be generated automatically from ARIS by following a few simple steps 27 June 2011 IndustryPrint: Business Process Analysis (BPA) for Everyone! 18
and resulted in a robust enterprise BPA solution It s all about standardizing the relationships between each level of the functional process hierarchy and other major design components. This was the starting point for our Enterprise Modeling Framework. 27 June 2011 IndustryPrint: Business Process Analysis (BPA) for Everyone! 19
Live demo: What does Business Process Analysis in IndustryPrint look like? IndustryPrint Deloitte s experience powered by ARIS Highlights from this ERP design focused demo are contained in the Appendix. 27 June 2011 IndustryPrint: Business Process Analysis (BPA) for Everyone! 20
Deloitte s web-enabled hosting platform for IndustryPrint User access via ARIS Business Designer or Architect web clients Administrators can use the ARIS Business Architect java (fat) client. All users authenticate using LDAP Dedicated Xtradyne filters inspect for malicious traffic Clustered servers support Client and Deloitte IndustryPrint users around the globe Leading data center management, security and recovery procedures are in place All servers are located in the United Kingdom (UK) 27 June 2011 IndustryPrint: Business Process Analysis (BPA) for Everyone! 21
Our clients can use IndustryPrint on the ARIS Platform during our engagements at no extra charge During our engagement Secure web-based IndustryPrint hosting for quick project start Coach facilitated end-user training program Option to transfer to the client s ARIS instance Post engagement Copy of engagement ARIS database Published content (HTML) IndustryPrint configuration* Methods & conventions IndustryPrint Deloitte s experience powered by ARIS Custom modeling automation utilities Standard IndustryPrint reports IndustryPrint Report Builder (4Q-2011) Documentation * Provided on an as-is basis 27 June 2011 IndustryPrint: Business Process Analysis (BPA) for Everyone! 22
Lessons learned over the last two years with ARIS True Enterprise Process Modeling means that everyone in the enterprise has access to the models and contributes to their development and maintenance Process Modeling is not everything a person does; it is something they do as part of their job Cannot expect people to maintain models accurately if it is hard to do Need to simplify and automate Models must be presentable at a high level for ease of understanding by process owners, but then allow for detailed attributes and other technical information to be captured by specialists ARIS is not an Information Technology tool; it is an Enterprise Business Process Analysis tool Frontline business people need to develop and maintain the models Make it as easy as possible for them to learn and get started Pilot modeling approach and infrastructure before large scale deployment Invest in training your end-users and administrators 27 June 2011 IndustryPrint: Business Process Analysis (BPA) for Everyone! 23
Appendix Highlights from live ARIS demonstration 27 June 2011 IndustryPrint: Deloitte s Enterprise 27 June Business 2011 Process IndustryPrint: Analysis Business Solution Process Sets Stage Analysis for Full (BPA) BPM for Automation Everyone! 24
Overall BPA modeling approach: IndustryPrint Enterprise Modeling Architecture is enabled in ARIS The IndustryPrint Modeling Framework is enabled by ARIS methods and conventions 27 June 2011 IndustryPrint: Business Process Analysis (BPA) for Everyone! 25
Functional business process modeling hierarchy Functional decomposition of business process models follow the standard four-level IndustryPrint structure For simplicity and consistency, all other model types are structured to complement this fundamental BPA organization principle Level 0 Process type map Level 1 Process group map Level 2 Process diagram Level 3 Subprocess diagram Function Allocation Diagram 27 June 2011 IndustryPrint: Business Process Analysis (BPA) for Everyone! 26
ARIS: Level 0 process type map The top level of IndustryPrint models have a cleaner look and feel 27 June 2011 IndustryPrint: Business Process Analysis (BPA) for Everyone! 27
ARIS: Level 1 process group map (ClientPrint level) Custom macros automatically generate folders and apply model headers for lower-level models based on the parent object. This saves a substantial amount of modeling effort 27 June 2011 IndustryPrint: Business Process Analysis (BPA) for Everyone! 28
ARIS: Level 2 process diagram The detailed-level 3 subprocess model is assigned to a higherlevel 3 subprocess Only allowable IndustryPrint modeling objects, rules, and connectors for this level are displayed in the symbol palette 27 June 2011 IndustryPrint: Business Process Analysis (BPA) for Everyone! 29
ARIS: Level 3 subprocess diagram Unique object identification codes are automatically generated and linked with the object name to ease search and reporting capabilities 27 June 2011 IndustryPrint: Business Process Analysis (BPA) for Everyone! 30
ARIS Functional Allocation Diagrams simplify traditional EPC models ARIS Functional Allocation Diagrams (FADs) are used to link other components in a business systems design to a process object This simplifies process flow charts for the business owners by moving non-process design object out of the way FAD modeling template uses a familiar white board approach and supports an iterative design approach 27 June 2011 IndustryPrint: Business Process Analysis (BPA) for Everyone! 31
What does a Requirements Decomposition Model look like in ARIS? (Package Application Fit/Gap/Manual Analysis) Represent value targets from business case Functional Requirement Gaps (level 3) are further decomposed into System (level 4) and Technical Requirements (level 5) for use in specification documents 27 June 2011 IndustryPrint: Business Process Analysis (BPA) for Everyone! 32
How are requirements structured in Deloitte s ARIS configuration? Translate business case requirements for the new system into actionable process requirements Used to define Integration Test Case objectives Fit requirements can be configured in the base application package without modifications (RICE_FW) Functional Specifications for RICE-FW items (Gaps) describe System Requirements to augment base functionality Technical Specifications define in detail the development approach for each System Requirement Traceability of detailed requirements back to the business case is enabled by oneto-many relationships; this helps rationalize all requirements with the business case and value proposition of the project 27 June 2011 IndustryPrint: Business Process Analysis (BPA) for Everyone! 33
Modeling automation: Adding a function object Add symbol Steps Click on the process symbol located in the symbol palette In the modeling canvas, click in the area below the bottom (existing) process symbol to place the new symbol in that location ARIS responds by popping up a dialogue box Note: The pop-up dialogue box will only appear for function objects. For all other objects, you will just edit the object attributes directly (discussed in a later section) 2 1 Note: This is a click and click operation as opposed to a drag and drop type of operation 27 June 2011 IndustryPrint: Business Process Analysis (BPA) for Everyone! 34
Modeling automation: Adding a function object (Contd.) Add symbol Steps Enter the Name of your process in the Name field Enter the Description in the Description field Notice that the IP code is defaulted to the next available IP code Click OK. The dialogue box will close. A script will run. Be patient; this process will take a few moments 1 2 3 4 27 June 2011 IndustryPrint: Business Process Analysis (BPA) for Everyone! 35
Modeling automation: Adding a function object (Contd.) Notice that the script that ran created more than just the object you were trying to create. These items were created for you automatically, so you would not need to create them manually. See below for all of the items that were created Created items Occurrence* copy of the object on the model Definition* copy of object in the database Created a group for the object s substructure Created the next level (L2) model Created an assignment from the current level model L1 to L2 model Created a connection from the process object to the process group object 3 2 4 * These items will be explained in more detail later in the course 6 1 5 27 June 2011 IndustryPrint: Business Process Analysis (BPA) for Everyone! 36
Library models: Help jump-start your project with ready-made model libraries 27 June 2011 IndustryPrint: Deloitte s Enterprise 27 June Business 2011 Process IndustryPrint: Analysis Business Solution Process Sets Stage Analysis for Full (BPA) BPM for Automation Everyone! 37
Library models overview Library models are reference models that are created to house project-wide requirements, transaction codes, business roles, and RICEFW objects Library models contain the building block objects needed to create FADs. Thus, library models must be constructed before FADs can be created Libraries Usage Example models FAD object stored in the library Business roles library Used to model business roles. Asset Master Data Processer Application library Contains transaction codes. FB03 - Display Document Requirements library Stores functional requirements. FR-000000 Requirement - Functional Fit RICEFW library Stores the RICEFW objects. TBD 27 June 2011 IndustryPrint: Business Process Analysis (BPA) for Everyone! 38
Explorer module Deloitte s standard database structure Standard Deloitte ARIS databases are organized similar to the example below The Functional Processes group is where the majority of project team members work Deloitte s standard database structure Database Methods & conventions Process models ClientPrint entry model Library models Process chain models Solution Manager synch models 27 June 2011 IndustryPrint: Business Process Analysis (BPA) for Everyone! 39
Where are library objects stored? Screens (Transaction Codes) FB03 - Display Document Custom Development Objects Business roles Asset Master Data Processor Requirements FR-000000 Requirement - Functional Fit 27 June 2011 IndustryPrint: Business Process Analysis (BPA) for Everyone! 40
Library models Sample business roles library The business roles library contains all relevant business roles objects 27 June 2011 IndustryPrint: Business Process Analysis (BPA) for Everyone! 41
Library models Report-Interface-Conversion-Enhancement (RICE) libraries 27 June 2011 IndustryPrint: Business Process Analysis (BPA) for Everyone! 42
Library models Prebuilt application libraries Contains all relevant application structures including modules, transactions, pages, and forms for all major ERP vendors (Oracle EBS shown) 27 June 2011 IndustryPrint: Business Process Analysis (BPA) for Everyone! 43
How could full BPM automation be added to an IndustryPrint design on the ARIS Platform? 27 June 2011 IndustryPrint: Deloitte s Enterprise 27 June Business 2011 Process IndustryPrint: Analysis Business Solution Process Sets Stage Analysis for Full (BPA) BPM for Automation Everyone! 44
Projectmanager Review(PM) SOxChamp Review(SOx) Local process owner Review(LPO) Process Global process owner Review(GPO) Approved Archive Lock Publish PerformSOx check Save SOx review Unlock Approved Approved Approved Approved Rejected Rejected Rejected Rejected Export to AAM Automatic activities Unlock Create change request Rejected IndustryPrint-based functional designs can be transformed into technical process designs for automation using ARIS IndustryPrint Functional Process Designs EPC PATTERNS Automatically created technical process (timer, conditions, event handling, ) BPMN Software AG www.softwareag.com 27 June 2011 IndustryPrint: Business Process Analysis (BPA) for Everyone! 45
Automating an IndustryPrint business process design with ARIS Build time Build time Run time IndustryPrint Enterprise Modeling Architecture 1 2 BPMN 3 Free design Link / Reuse 1 Deployment References as library Predefined building blocks Predefined building blocks Automatic transformation into technical process, including iterations 2 3 Ongoing monitoring Round trip Round trip 27 June 2011 IndustryPrint: Business Process Analysis (BPA) for Everyone! 46
How could an IndustryPrint model get automated in ARIS? IndustryPrint Deloitte s experience powered by ARIS Highlights from this ERP design focused demo are contained in the Appendix. 27 June 2011 IndustryPrint: Business Process Analysis (BPA) for Everyone! 47
Collaborative process design to align on requirements and process changes Business Line Manager Sandy Paul, Head of Procurement Process Owner Tom Smith, Process Owner Procurement During process analysis and requirements engineering all involved stakeholders can work together based on a collaborative realtime interaction. Results of the discussion can be recorded and archived in ARIS Business Analyst Peter May, Business Analyst 27 June 2011 IndustryPrint: Business Process Analysis (BPA) for Everyone! 48
Sharing business processes with the Information Technology team: Round trip collaboration between ARIS and webmethods Business View Process Engineer Marc Allen, Process Engineer Technical View Process Developer Kevin Parker, Process Developer The logical BPMN process is developed by the Process Engineer as solution and blueprint and shared with IT for process implementation 27 June 2011 IndustryPrint: Business Process Analysis (BPA) for Everyone! 49
Conflict resolution and collaborative business process updates Process Engineer Marc Allen, Process Engineer Business Line Manager Changes that are business relevant can be analyzed and compared with the origin IndustryPrint requirement model. The delta is highlighted in ARIS and a collaborative conflict resolution or update of the business process model can be achieved with all involved roles Business Analyst Sandy Paul, Head of Procurement Peter May, Business Analyst 27 June 2011 IndustryPrint: Business Process Analysis (BPA) for Everyone! 50
As used in this communication, Deloitte means Deloitte Touche Tohmatsu Limited and its member firms. Deloitte refers to one or more of Deloitte Touche Tohmatsu Limited, a UK private company limited by guarantee, and its network of member firms, each of which is a legally separate and independent entity. Please see www.deloitte.com/about for a detailed description of the legal structure of Deloitte Touche Tohmatsu Limited and its member firms. Deloitte provides audit, tax, consulting, and financial advisory services to public and private clients spanning multiple industries. With a globally connected network of member firms in more than 150 countries, Deloitte brings world-class capabilities and deep local expertise to help clients succeed wherever they operate. Deloitte's approximately 170,000 professionals are committed to becoming the standard of excellence. This publication contains general information only, and none of Deloitte Touche Tohmatsu Limited, its member firms, or their related entities (collectively, the Deloitte Network ) is, by means of this publication, rendering professional advice or services. Before making any decision or taking any action that may affect your finances or your business, you should consult a qualified professional adviser. No entity in the Deloitte Network shall be responsible for any loss whatsoever sustained by any person who relies on this publication. 2011 Deloitte Global Services Limited 27 June 2011 IndustryPrint: Business Process Analysis (BPA) for Everyone! 51
Thank you! 27 June 2011 IndustryPrint: Business Process Analysis (BPA) for Everyone! 52