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Oracle SOA and E2.0 Partner Community Forum
BPM
Léon Smiers
Oracle BPM Thoughtleader, Oracle ACE
Utrecht, March 15th 2011
BPM(S) - Past, Present………..




                              © 2010 Capgemini. All rights reserved.
Book a flight to San Francisco




                                                Insert: Title, author, date
                                 © 2010 Capgemini - All rights reserved.   3
What does BPM offer
  Helps in structuring work that needs to be done, whether this be
   automated or manually.
  Be able to get insight in work that has been done, learn from it and
   improve your current work process.
  Be able to change your processes and know where a process
   change impact your systems and what people need to do
  Shift towards ‘build-to-change’ processes, as opposed to ‘build-to-
   last’ back-office applications
  Ensure that compliance is maintained during any changes to
   processes.
  Faster time-to-market for innovative solutions



                                                                           4
                                                                     BPM-E1-2
It all boils down to 5 critical success areas for BPM…
                         Small PoC in business is used to demonstrate value
V   alue &
    Performance
                      
                      
                          Re-inject first value to generate more
                          Results-based requirements
    Management           Real-time tracking & monitoring


                         Generic and standard sector reference patterns

A   ccelerated
    Business
                      
                      
                      
                          Requirements management, not analysis. Deltas
                          Just-enough modeling
                          Collaborative analysis / workshops / hands-on
    Analysis
                         Skilled/agile people & the right business/technology mix


                         Architectural perspective

L   everaging
    BPM
                      
                      
                          Services bring flexibility and standardization
                          Anticipate performance, scaling and integration issues             A
                                                                                     V
    Technology           Simplify first. And next


                         Small steps towards process maturity
                                                                                         E
U   nified Process       Leverage methodologies (Lean, Six Sigma, TRIZ)…
    Improvement          …but beware of Behavioral change needed
                         Know your target operating model throughout
                         Ensure stakeholder’s top down / bottom up commitment


                         End-to-end governance                                      U           L
E nd-to-End
                         Architectural alignment
  BPM                    Share best practices, tools and reusables
                         CoE stewards standardization and business objectives
    Governance           Kick-start new initiatives
Terminology

                     A management approach, aimed at continuously
                     improving and optimizing business processes in
  What is BPM         an organization, supported by a wide range of
                       BPM methods and supporting tools aimed at
                        designing and modeling these processes.



                         A set of software tools, that allow BPM to be
 What is BPMS            extended to the level of software application
                                development and maintenance.




                         Standard notation and structure for Business
                         modeling. Oracle, IBM and SAP joined forces
What is BPMN 2.0       in the Open Group to create a standard for BPM.
                                     The aim is simplicity
The BPM Closed loop & Oracle implementation
                                                 BPA Suite
                                                 Process Composer
                                                 JDeveloper




                                                    1.Design



BPA Suite simulation
JDeveloper simulation                                                                 JDeveloper


                        5.Optimization                                       2.Modeling

                                                     Meta
                                                     Data
                                                     Store




                                  4.Monitoring                      3.Execution
                                                                                  Unified run time
           BAM                                                                    Enterprise Manager
           Proces Cubes                                                           Workspace
                                                                                  Process Portal



                                                                                                       7
Value of the process information
                Tactical level (‘learn & leverage’)                                   Improved client
                                         BI                                             satisfaction
          Information about the performance of the processes used to better
                tune the operation – in combination with the forecast
                                                                                          Chain
                    Governance level (‘read & react’)                                   optimization
                                 BAM
               Dashboard function, where progress of the process is monitored
>Weeks                          and exceptions are alerted
                                                                                      Process control
 Months
                      Operational level (‘sense & respond’)
                                     Alerts
          Days           Direct feedback to the operational employee to approve       Process quality
          Weeks                       or disapprove a certain action


                     < sec




                                                              Back-end applications
Cases
Process Control in practice
              Utility company, Work Order Management
  What is needed
  •  Better control of internal processes
  •  More efficient and effective operations
  •  Less failure in the processes
  •  Higher first time right when visiting customers
Utility company Work Order Management
                            Functionality
  CRM


 Product
catalogue
                  Prepare      Call Center
                                Interface
                                                                Improved client
                                                                  satisfaction


                                                                    Chain
                                                                  optimization


                  Execute                                       Insight
                                              Work
Planning                         Tasks        Order    Portal
                                             Process
                                                                Process control



                                                                Process quality
                               Functional
  CRM                          exception


Financial
                    Finish      handling

                              Completion




                                                                                  BPM-E1-2
Utility company, Work Order Management
                           Technical architecture
                                                                               Governance Security


Presentation     Exception
                 handling       ADF     Human tasks                                        Company
                                                                                            LDAP


Composition
                                          BPM                                    BAM


Integration                             OSB


Application               CRM     Fin     Planning    Products




Data              Work                                      BAM     BPM
                  order                                           Repository
Bank
                           Month end improvements
  What is needed
  •    Shorten reporting time
  •    One version of the truth
  •    Analysis time increase 10/50%
  •    Decrease costs 30%


  Starting point for the project
  •  For the daily reconciliation procedures of the General Ledgers, there is no
     timely information available for the status/success of the interface runs (“batch
     processes”)
  •  For the monthly reconciliation procedures, no insight is available about (human)
     activities, amount of adjustments and dependencies
Bank
                              Month end improvements
                                              In scope




Event creation        Daily run                    Month end             Reporting
at local banks        •  Consolidation into
                              Automated            •  Consolidation of   •  Management
•    ATM                 GL                           country GL into    •  Client reports
•    Selling stocks      •  Per country               Hyperion
                            handling               •  Human activity
•    Mortages
•    ..                  •  Batch oriented            •  Validation
                                                     Human activity
                      •  Human activity               •  Correction
                         •  validation
                         •  correction




                                                                                              Insert: Title, author, date
                                                                               © 2010 Capgemini - All rights reserved.   14
Bank
                                Technical architecture
                                                                               Governance Security

                                        Guided
Presentation    Reporting     ADF       Process
                                         Client



Composition
                        BPEL        Process       BPM   Guided                   BAM
                                                        Process



Integration                     Mediator


Application            Local   Daily
                      Systems systems      GL      Hyperion




Data           Measurements                              BAM        BPM
                Checklists                                        Repository
Summarizing: A checklist for better BPM
                         Small PoC in business is used to demonstrate value
V   alue &
    Performance
                      
                      
                          Re-inject first value to generate more
                          Results-based requirements
    Management           Real-time tracking & monitoring


                         Generic and standard sector reference patterns

A   ccelerated
    Business
                      
                      
                      
                          Requirements management, not analysis. Deltas
                          Just-enough modeling
                          Collaborative analysis / workshops / hands-on
    Analysis
                         Skilled/agile people & the right business/technology mix


                         Architectural perspective

L   everaging
    BPM
                      
                      
                          Services bring flexibility and standardization
                          Anticipate performance, scaling and integration issues             A
                                                                                     V
    Technology           Simplify first. And next


                         Small steps towards process maturity
                                                                                         E
U   nified Process       Leverage methodologies (Lean, Six Sigma, TRIZ)…
    Improvement          …but beware of Behavioral change needed
                         Know your target operating model throughout
                         Ensure stakeholder’s top down / bottom up commitment


                         End-to-end governance                                      U           L
E nd-to-End
                         Architectural alignment
  BPM                    Share best practices, tools and reusables
                         CoE stewards standardization and business objectives
    Governance           Kick-start new initiatives
Leon.smiers@capgemini.com

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Oracle soa and e2.0 partner community forum bpm léon smiers share

  • 1. Oracle SOA and E2.0 Partner Community Forum BPM Léon Smiers Oracle BPM Thoughtleader, Oracle ACE Utrecht, March 15th 2011
  • 2. BPM(S) - Past, Present……….. © 2010 Capgemini. All rights reserved.
  • 3. Book a flight to San Francisco Insert: Title, author, date © 2010 Capgemini - All rights reserved. 3
  • 4. What does BPM offer   Helps in structuring work that needs to be done, whether this be automated or manually.   Be able to get insight in work that has been done, learn from it and improve your current work process.   Be able to change your processes and know where a process change impact your systems and what people need to do   Shift towards ‘build-to-change’ processes, as opposed to ‘build-to- last’ back-office applications   Ensure that compliance is maintained during any changes to processes.   Faster time-to-market for innovative solutions 4 BPM-E1-2
  • 5. It all boils down to 5 critical success areas for BPM…   Small PoC in business is used to demonstrate value V alue & Performance     Re-inject first value to generate more Results-based requirements Management   Real-time tracking & monitoring   Generic and standard sector reference patterns A ccelerated Business       Requirements management, not analysis. Deltas Just-enough modeling Collaborative analysis / workshops / hands-on Analysis   Skilled/agile people & the right business/technology mix   Architectural perspective L everaging BPM     Services bring flexibility and standardization Anticipate performance, scaling and integration issues A V Technology   Simplify first. And next   Small steps towards process maturity E U nified Process   Leverage methodologies (Lean, Six Sigma, TRIZ)… Improvement   …but beware of Behavioral change needed   Know your target operating model throughout   Ensure stakeholder’s top down / bottom up commitment   End-to-end governance U L E nd-to-End   Architectural alignment BPM   Share best practices, tools and reusables   CoE stewards standardization and business objectives Governance   Kick-start new initiatives
  • 6. Terminology A management approach, aimed at continuously improving and optimizing business processes in What is BPM an organization, supported by a wide range of BPM methods and supporting tools aimed at designing and modeling these processes. A set of software tools, that allow BPM to be What is BPMS extended to the level of software application development and maintenance. Standard notation and structure for Business modeling. Oracle, IBM and SAP joined forces What is BPMN 2.0 in the Open Group to create a standard for BPM. The aim is simplicity
  • 7. The BPM Closed loop & Oracle implementation BPA Suite Process Composer JDeveloper 1.Design BPA Suite simulation JDeveloper simulation JDeveloper 5.Optimization 2.Modeling Meta Data Store 4.Monitoring 3.Execution Unified run time BAM Enterprise Manager Proces Cubes Workspace Process Portal 7
  • 8. Value of the process information Tactical level (‘learn & leverage’) Improved client BI satisfaction Information about the performance of the processes used to better tune the operation – in combination with the forecast Chain Governance level (‘read & react’) optimization BAM Dashboard function, where progress of the process is monitored >Weeks and exceptions are alerted Process control Months Operational level (‘sense & respond’) Alerts Days Direct feedback to the operational employee to approve Process quality Weeks or disapprove a certain action < sec Back-end applications
  • 10. Process Control in practice Utility company, Work Order Management   What is needed •  Better control of internal processes •  More efficient and effective operations •  Less failure in the processes •  Higher first time right when visiting customers
  • 11. Utility company Work Order Management Functionality CRM Product catalogue Prepare Call Center Interface Improved client satisfaction Chain optimization Execute Insight Work Planning Tasks Order Portal Process Process control Process quality Functional CRM exception Financial Finish handling Completion BPM-E1-2
  • 12. Utility company, Work Order Management Technical architecture Governance Security Presentation Exception handling ADF Human tasks Company LDAP Composition BPM BAM Integration OSB Application CRM Fin Planning Products Data Work BAM BPM order Repository
  • 13. Bank Month end improvements   What is needed •  Shorten reporting time •  One version of the truth •  Analysis time increase 10/50% •  Decrease costs 30%   Starting point for the project •  For the daily reconciliation procedures of the General Ledgers, there is no timely information available for the status/success of the interface runs (“batch processes”) •  For the monthly reconciliation procedures, no insight is available about (human) activities, amount of adjustments and dependencies
  • 14. Bank Month end improvements In scope Event creation Daily run Month end Reporting at local banks •  Consolidation into Automated •  Consolidation of •  Management •  ATM GL country GL into •  Client reports •  Selling stocks •  Per country Hyperion handling •  Human activity •  Mortages •  .. •  Batch oriented •  Validation Human activity •  Human activity •  Correction •  validation •  correction Insert: Title, author, date © 2010 Capgemini - All rights reserved. 14
  • 15. Bank Technical architecture Governance Security Guided Presentation Reporting ADF Process Client Composition BPEL Process BPM Guided BAM Process Integration Mediator Application Local Daily Systems systems GL Hyperion Data Measurements BAM BPM Checklists Repository
  • 16. Summarizing: A checklist for better BPM   Small PoC in business is used to demonstrate value V alue & Performance     Re-inject first value to generate more Results-based requirements Management   Real-time tracking & monitoring   Generic and standard sector reference patterns A ccelerated Business       Requirements management, not analysis. Deltas Just-enough modeling Collaborative analysis / workshops / hands-on Analysis   Skilled/agile people & the right business/technology mix   Architectural perspective L everaging BPM     Services bring flexibility and standardization Anticipate performance, scaling and integration issues A V Technology   Simplify first. And next   Small steps towards process maturity E U nified Process   Leverage methodologies (Lean, Six Sigma, TRIZ)… Improvement   …but beware of Behavioral change needed   Know your target operating model throughout   Ensure stakeholder’s top down / bottom up commitment   End-to-end governance U L E nd-to-End   Architectural alignment BPM   Share best practices, tools and reusables   CoE stewards standardization and business objectives Governance   Kick-start new initiatives