Automating Business Processes with BPM

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Presented at the London 'Process Efficiency World Tour' on October 16th, this powerpoint provides an overview of Business Process Management (BPM) along with details of how customers are using BPM technology to automate their processes.

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  • Replace suggested definition with Bruce Silver’s
  • “df”
  • Automating Business Processes with BPM

    1. 1. NEXT STOP: LONDON! #PEWT2012 1
    2. 2. AGENDA• A bit about BonitaSoft• What is a process?• How – and why – companies use Bonita Open SolutionDemo• How to improve a day-to-day process with Bonita Open Solution simply and easily 2
    3. 3. A BIT ABOUT BONITASOFTJeremy Lipp, Marketing Director 3
    4. 4. #1 IN OPEN SOURCE BPM AWARDS• 1,500,000 DOWNLOADS• 25,000 COMMUNITY MEMBERS• 450 CUSTOMERS• 100 EMPLOYEES• 60 TECH & SI PARTNERS 4
    5. 5. KEY MILESTONESDemocratizing BPM for more than 10 years 2001 2003 Bonita project Bonita project is is founded supported by Bull S.A. 5
    6. 6. FUNDING€12.5 Millions to to fuel continued worldwide growth• 2009 | €2.5 Millions 1st round: Ventech and Auriga Partners• 2010 | €2 Millions Additional 1st round: Ventech and Auriga Partners• 2011 | €8 Millions 2nd round: Ventech, Auriga Partners and Serena Capital 6
    7. 7. EXAMPLE USAGE SCENARIOS HELP DESK SALES ORDER E-GOVERNMENT MANAGEMENT Canary Islands Internal ticketing Automated E-Government / support request sales order apps (centralized applications management & clustered) Key benefits: Key benefits: Key benefits: response times increased dramatically significantly processing reduced admin. reduced capacity by 30% costs 7
    8. 8. 400 CUSTOMERS IN 50 COUNTRIES
    9. 9. “Bonita Open Solution is the onlyopen-source product that meetsGartners definition of a BPMS.”Open Source BPM report, June 2011 9
    10. 10. WHAT WE DO.Delivering Business Efficiency by turningProcesses into ApplicationsHOW WE DO IT. THE BENEFITS.• Graphical Studio • Improved collaboration• Business & Tech collaboration • Fast IT alignment to business• Processes + Apps + Analytics • Easy to update & maintain• Process templates • Immediate ROI
    11. 11. BONITA OPEN SOLUTION 11
    12. 12. SOLUTION BENEFITS Business Users (process owners) • Build the most productive process for your department • Quickly discover bottlenecks in your process • Process more items with the same headcount • React more quickly with real-time monitoring • Get IT deliver the system you expected 12
    13. 13. SOLUTION BENEFITS Technical Users • Easily capture business requirements • Quickly deploy web based applications for the End Users • Fast connect End Users to other systems • Monitor the performance of the application to ensure no loss of productivity • Prove technical value through increased department productivity 13
    14. 14. SOLUTION BENEFITS End-Users • Better prioritize which task(s) need to be completed first • More quickly complete the tasks assigned to them • Gain a better understanding of what has been completed during the process • Collaborate with other users to more quickly complete the process 14
    15. 15. ARCHITECTUREBonita User Experience Bonita Apps Your Apps IS • Manage tasks • Monitor processes E-Mail DB API (Java,EJB, Web Service) LDAP BAM User Task ProcessBI/KPIs Mgmnt. Mgmnt. Mgmnt. Connectors CRM Bonita Execution Engine ERP Bonita Studio (clients) … 15
    16. 16. DESIGN. Bonita Studio • BPMN 2.0 notation • Customized per user profile • Drag-n-drop application development 16
    17. 17. CONNECT. … to almost any Information System 17
    18. 18. RUN. In Bonita UserXP Inbox or as a standalone application 18
    19. 19. COMMERCIAL OFFERINGSRuth Cernes – VP Sales Worldwide 19
    20. 20. COMMERCIAL OFFERINGSWe support your projects and accelerate their success• Professional Services - Training - Certification in development and administration - Consulting: On-Site or Remote• Annual Subscription Pack (SP) - Gold or Platinum Technical Support - Features to facilitate collaboration, speed development, aid testing and deployment 20
    21. 21. CONSULTING SERVICES• Process Design Definition and agreement among stakeholders• Evaluation of Impact On hardware, existing software, external data, etc.• Process Optimization Feedback to business to adjust the process to ensure it is optimized from a technical and business prospective• Testing Ensure business requirements match implementation• Production Performance and growth are ensured 21
    22. 22. BONITASOFT SUBSCRIPTIONSBonita Open Solution• Open source license• Free of charge• Community supportSubscription Packs• Commercial license Team collaboration• Professional Support • Shared repository• Software Upgrades • Productivity features Mission-critical Business driven • Monitoring • Process templates • Error management • Custom profiles
    23. 23. SUBSCRIPTION PACK ADDED-VALUEAccelerate your project with productivity features: • Increase collaboration and communicate with your stakeholders and colleagues • Advanced productivity • Business process templates ensure fast progressSecure your project from the beginning: • Incident management • Bug fixing 23
    24. 24. BONITA OPEN SOLUTION EDITIONS Subscription Packs Open Source Teamwork Efficiency Performance For first projects Collaborative environments Advanced environments Mission-critical• Graphical modeling • Shared repository• User preferences • Development productivity Teamwork• Connectors, e.g.: • Documentation generation Email, Secure Web Services, Drools • • Search Custom reports & + Efficiency• Form designer• BPMN 2.0 • dashboards LDAP synchronization • Custom profiles +• Versioning • Secure graphical • Process templates:• Simulation Web Services discovery HR, Finance, Quality• Multi-tenancy • Salesforce Connector & IT management• Widget hints, tooltips • Built-in document mgmnt. • Enterprise document • Resource monitoring• Online documentation • Generate PDF from data management (CMIS) • Process monitoring• User guidance • Custom look-n-feel • SAP Connector • Error management • Gold professional support • Gold or platinum • Gold or platinum professional support professional support 24
    25. 25. CUSTOMER SUPPORT LEVELSSupport levels Gold PlatinumSupport Hours 9am to 5pm on business days 24/7Number of Contacts 2 5Support Portal Yes YesPhone Support No YesNumber of Cases Unlimited UnlimitedInitial Response Time (S1) 3 business hours 2 hoursPatches Yes YesOnline Resources Getting started guides Full access to Knowledge Base 25
    26. 26. TIME ZONES OF REFERENCEFrom GMT+1 (CET) Paris Berlin Madrid To GMT-8 (PT)San Francisco Los Angeles Vancouver 26
    27. 27. ACCELERATE YOUR BUSINESS SOLUTIONSCorporate Function Process TemplatesHuman Resources- Recruitment & Selection- On-boarding- Paid Time-OffCorporate Finance- Procure-to-PayQuality Management- Process GovernanceIT Management- Claims ManagementMore to come … 27
    28. 28. WHAT IS A PROCESS?Renaud Pichot, BPM Lead Consultant 28
    29. 29. PROCESS & PROCEDURE• Definitions: - process: a series of actions or steps taken to achieve an end; use resources to transform inputs into outputs - business process: a series of actions or steps taken to achieve a business result as output - procedure : a way of carrying out a process or activity (ISO 9000) 29
    30. 30. DEFINITION OF A PROCESS• ISO 9000:2000 - A process is a set of activities that are interrelated or that interact with one another to transform inputs into outputs• Definition - a process is a sequence of discrete activities - starts with by a well-defined initial state and a trigger - ends with a well-defined end state - a process model is a map of all possible paths from initial state to end state of a process Source: BPMN Method and Style, 2nd ed., 2011 Bruce Silver 30
    31. 31. HIGHLIGHTS OF PROCESS EVOLUTION• 1930 ~ 1950 Just-in-time engineering - Lean manufacturing - Kanban scheduling• 1940 ~ 1980 Total Quality Management - improvement of quality in other domains - every process has “suppliers” and “clients”, and all clients deserve quality• 1980 Process Re-engineering - re-design processes - use of information technology 31
    32. 32. PROCESSES ARE EVERYWHERE… and part of life everyday• Can you name a few? 32
    33. 33. FOR EXAMPLE• Marketing and sales • Internal policies and• Customer relations procedures• Human resources • Manufacturing• Communications • R&D (internal and external) 33
    34. 34. WHY MODEL A PROCESS? 34
    35. 35. WHY MODEL A PROCESS?• Communicate with stakeholders• Establish corporate governance• Apply continuous improvement• Use performance indicators (KPIs) and reporting• Measure effectiveness and obtain efficiency 35
    36. 36. COMMUNICATE WITH STAKEHOLDERS• Provide a common language for communicating among process designers, actors, management, executives• Use graphic representation of the process (model)• Formalize responsibilities within the process 36
    37. 37. CORPORATE GOVERNANCEImprove understanding of company information o Drive o Understand o Manage o Evaluate o Set limits o Improve 37
    38. 38. CONTINUOUS IMPROVEMENT PLANACT DO Progress CHECK (Deming PDCA Cycle) 38
    39. 39. KEY PERFORMANCE INDICATORS ANDREPORTING• Indicators: measure progress toward a goal - evaluate performance - zero in on issues - communicate information• Reporting: to help decision-making - Dashboards show status and results - management reports provide information 39
    40. 40. EFFECTIVENESS AND EFFICIENCYThe process approach changes the way activities areorganized in the quest for improved performance• Effectiveness - The process actually produces the desired result• Efficiency - The process produces results in an optimum way 40
    41. 41. PROCESS MODELING MADE SIMPLEBPM, BPMS, BPMN 41
    42. 42. BPMBUSINESS PROCESS MANAGEMENTa set of tools and methodologiesto model, automate, monitor and optimizethe processes of an organization 42
    43. 43. BPMBUSINESS PROCESS MANAGEMENT• BPM : Business Process Management• BPMS : BPM Solution (or Software) - a set of software tools to implement Business Process Management in an organization• BPMN : Business Process Model and Notation - a standardized graphical notation for modeling business processes 43
    44. 44. BUSINESS PROCESS MODELAND NOTATION (BPMN)• A standardized graphical notation for modeling business processes• BPMN 2.0 standard released in Jan 2011 - by the Object Management Group - standard graphical elements - standard semantics - standard execution 44
    45. 45. BPMN CORE ELEMENTS Source: Object Management Group www.bpmn.org 45
    46. 46. EVENTS IN BPMN2• Green: starts a process with an action (event)• Red: ends a process with an action• Blue: an intermediate event that can “throw” or “catch” an action 46
    47. 47. ACTIVITIES IN BPMN2• Human task needs user interaction• Service task runs without user interaction (automated)• Call activity calls a sub-process 47
    48. 48. GATEWAYS• AND gateway parallel• OR gateway exclusive 48
    49. 49. EXAMPLEPOOLS AND LANES ACTIVITIES GATEWAY FLOW EVENTS
    50. 50. IDENTIFY ACTIVITIES IN A PROCESS• Organize activities by organizational function• An activity has an input, an action, and an output• Name an activity with an action 50
    51. 51. THE “HAPPY PATH”• Describe the simplest, most basic path - the behavior expected when everything goes well - the process produces the desired result in the simplest way 51
    52. 52. ALTERNATE PATHS• Identify alternate paths - What happens if a step isn’t validated? - What happens if action isn’t taken within its time limit? - and so on…• Apply business rules• Manage technical risks 52
    53. 53. ALTERNATE PATHS APPLY BUSINESS RULES TO DECISION MANAGE TECHNICAL RISK 53
    54. 54. CONTINUOUS IMPROVEMENT • analysts DESIGN • managers • other stakeholders• analysts• managers • IT• other OPTIMIZE MODEL • managers stakeholders • analysts• IT • Process MONITOR EXECUTE • process actors administrator(s) • end users 54
    55. 55. CASE STUDIES 55
    56. 56. WHAT CAN BONITA OPEN SOLUTIONDO? 56
    57. 57. BPM FOR INSURANCE• Company - a single point of contact for all types of insurance: life insurance, pension funds, health insurance, etc.• Project objectives - allow detailed monitoring of customer requests treatment• Processes upgraded - customer relationship management and the allocation of cases to different services• Results - 30% fewer documents - time savings equivalent to 3 full-time employees - administrative efficiency 57
    58. 58. BPMFOR PAPERWORK REDUCTION• Company - European leader in electronic billing, electronic invoicing and cash flow management• Project objectives - automate the entire billing process by integrating Bonita Open Solution into their SaaS solution• Processes upgraded - electronic invoice validation – fewer forms• Results - extremely fast integration, saving time to go-to-market 58
    59. 59. BPMFOR CONTRACT MANAGEMENT• Company - a leading global manufacturer of printing equipment, optics, medical imaging and industrial measurement• Project objectives - optimize the management of business proposals• Processes upgraded - from data entry to invoicing, sales simulations and analysis of configuration scenarios specific products and architectures• Results - 30% increase in proposal processing capability 59
    60. 60. BREAK 60
    61. 61. DEMOPurchase Order validation 61
    62. 62. BUSINESS PARTAPPLICANT VALIDATION LEVEL 1 VALIDATION LEVEL 2Initiator John Jack < 5000 € > 5000 € 62
    63. 63. TECHNICAL PART Online form APPLICANT Notification Initiator 63
    64. 64. DATA NEEDED• First name (text) • Amount (float)• Last name (text) • Invoice attached• Service (list) (attachment)• Email (text) • Validation (boolean) 64
    65. 65. LET’S DO IT! 65
    66. 66. QUESTIONS 66
    67. 67. THANK YOU, AND…Stay connected with us! CORPORATE WEBSITE OPEN SOURCE COMMUNITY • Product & Services descriptions • Forums • References & Use Cases • Contributions • Webinars & White papers • Source Code youtube.com/ twitter.com/ linkedin.com/groups? facebook.com/ bonitasoft bonitasoft gid=3182097 bonitasoftbpm 67

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