Presentation during the ACM Meet the Experts Event

1. © 2011 IBM Corporation
IBM Case Manager
IBM Case Manager
How is Advanced Case Manager deployed?
The ECM Lab Services offering
A comprehensive set of services to help out our customers and partners in
securing their ECM solutions / platform building, management and operation

2. © 2011 IBM Corporation
IBM Case Manager
Solution vs Products delivery: Why ?
Because customers are looking for Solutions,
and not for Products:
–Looking for additional business value, in term of business goals /
needs fulfillment
–Demanding an operational relief, expressed in term of risk management
–Expecting fast and sustained financial gains:
Right size the WHOLE investment
Beyond initial justification, to mine enterprise wide additional value (eg : shared platform)
–Requiring that IBM provides a comprehensive solution made of :
1) The right set of products …
2) …properly assembled to render expected functions/features + required integration
with the customer's Infrastructure ...
3) … delivered via the proper project approach respecting the customer‟s capabilities &
leveraging IBM's best practices …
4) … and of which lifecycle will be properly handled end-to-end, namely up to its
decommission time.

3. © 2011 IBM Corporation
IBM Case Manager
IBM‟s Prescriptive Advanced Case Management Journey and Offerings
Discover - Pilot - Project - Program
Solution
Implementation
Project
Quick
Win
Pilot
Business
Transformation
Program
Enablers broaden your capability and drive Self-Sufficiency
Proven path to realize fast value, foster case management
adoption and create transformational impact
Consulting & Guardian Assistance
Solution
Checkpoint
Solution
Mentoring
Training
COE Design/
Execution
Program
Journey
Stage
Succeed with an
Initial Project
Establish a
Program
Adopt within
LOB/Enterprise
Identify Business
Challenge & Value
2
Customers
Goals
Case
Manager
Solution
Workshop

4. © 2011 IBM Corporation
IBM Case Manager
Proven Prescription for Adopting Advanced Case Management
IBM offers the fastest and most cost effective approach to successfully navigating your ACM journey.
3
Journey
Stage
Customers
Goals&Context
Succeed with an
Initial Project
Establish a
Program
Adopt within
LOB/Enterprise
Identify Business
Challenge & Value
Maturity
Time
•Where do we begin?
•How do we get started?
•How do we incorporate a
solution-focused
approach?
•How do we become self-
sufficient on multiple
projects?
•Can a CoE help us and
how can we develop one?
•How do we scale up
to meet company-wide
demand, while avoiding
risk of falling short?
•How do we ensure the
transformation is
sustainable?
MaturityChallenges
•How can I drive immediate
business value?
•How do we build skills &
become self-sufficient?
•How do I train my LOB and
IT by role & function?

5. © 2011 IBM Corporation
IBM Case Manager
IBM Case Manager
Solution Workshop
(including the QWP Discovery Workshop)

6. © 2011 IBM Corporation
IBM Case Manager
5
Workshop in a Nutshell …?
A 3-5 day collaborative journey with your LOB / analyst
to a (partial, initial) design & mockup, showcasing the value
of Case management and rapid solution development.
The focus of this workshop is on providing a common understanding of Advanced
Case Management (ACM) terminology and reference services. It also focuses on
exploring, understanding, and defining in a customer‟s business context a specific
solution pattern for an ACM-based solution. This is typically delivered in 3 on-site
days with interactive sessions including a walk-through of the existing flow of work,
required case artifacts, roles, tasks, Key Performance Indicators (KPI) coupled with a
brainstorming of possible approaches addressing these areas. The output is typically a
mock-up of the ACM-based solution using IBM Case Manager.
The workshop can be augmented with a QWP Discovery Workshop that enhances the
discussions to extract a view of your project requirements, scope and priorities so a
phase 1 delivery plan can be proposed.

7. © 2011 IBM Corporation
IBM Case Manager
What‟s in it for YOU?
• Deeper understanding of IBM Case Manager
-Concepts
-Capabilities
-Speed of implementation
-A Better way of designing and delivering applications
• Articulation of a specific solution area – so it‟s easier to comprehend
• Understanding of broader applicability of IBM Case Manager to other parts of
the business
• See how the business and IT can collaborate on new solutions
• Nothing up our (the IBM) sleeve – “it works, it‟s real and they did it right in front
of us”
• Jointly develop with IBM a preliminary delivery / implementation approach for
your project with a focus on Phase 1

8. © 2011 IBM Corporation
IBM Case Manager
IBM Case Manager
Delivery Approach & Practices

9. © 2011 IBM Corporation
IBM Case Manager
The question is NOT: Can We Include It?
The question is: Should We Include it?
Is It Valuable To Do It Now (within the current timeline and budget)?

10. © 2011 IBM Corporation
IBM Case Manager
9
What Is The Focus of a Quick Win?
1. Collaboration across IT and LOB
2. Requirements & high level solution design
3. Emphasis on business value - prioritization of requirements
4. Foster user ‘buy in’ with frequent feedback
5. Setup of case solution (process, content, tasking model)
6. Configuration of core business functionality
7. Setup of key metrics & dashboards or business rules
8. Installation of basic infrastructure (1 dev env)
9. Basic testing to showcase use case(s)
10.Business and Technical walkthrough of solution

11. © 2011 IBM Corporation
IBM Case Manager
10
Overview of the Quick Win Pilot (QWP)
A known price, known duration, known work-plan
 Successful Outcomes:
 Deliver a successful „first experience‟ to your LOB - a pilot (production ready) solution in 10 weeks
 Jumpstart collaboration & agile development between LOB and IT using IBM Case Manager
 Establish a platform for growth and mitigate major perceived project risks
 Build business sponsorship and awareness of solution with all the stake holders
An IBM-led 10-week delivery project leading to a successful
initial solution that establishes an operational platform for
case management and your associated content and process capabilities.

12. © 2011 IBM Corporation
IBM Case Manager
Development Test
Go-
Live
Define Implement
Definition
TBD
Phase 1: Quick-Win Pilot for Advanced Case Management
Demonstrate tangible value with your “quick win” within the first 10 weeks!
11
Quick Win Pilot – 10 weeks to a Deployable Solution
(2 weeks) (2 weeks)
• Finish remaining UI
functionality with look
and feel.
• Implement basic
exception handling
and error proofing.
• Complete reports and
dashboards.
iRUN
3
•Goals and critical success
factors.
•As-Is state.
•Solution and case
analysis.
•To-Be state.
•Solution definition.
•Forms and custom objects
•Scope and Plan for Pilot
iRUN
0
(6 weeks)
• Install & configure
infrastructure
• Model case and process
flows.
• Create property
definitions.
• Define document classes
• Define roles and in-
baskets
• Define initial set of tasks.
• Configure UI (role & page
layouts in mashup).
iRUN
1
• Implement complex
tasks in Process
Designer
• Build integration
components and
services.
• Incorporate external
service integrations.
• Create content mgmt
components (eg. custom
objects, security
templates, etc.).
• Review data to build
analytics reports
iRUN
2
Part of
U.A.T.
Pilot
Complete
 Deliver a Tangible
Initial Release
 Jumpstart Team
Enablement
 Build Business
Sponsorship
 Establish Platform
for Growth
Key Outcomes

13. © 2011 IBM Corporation
IBM Case Manager
4/16 4/27 4/30 5/11 5/14 5/25 5/28 6/8 6/11 6/21
Iteration 1 Iteration 2 Iteration 3 Iteration 4
Delivery Team and Project Deliverables
Go Live
iRun 0 QWP
Installation; Custom Code; Rules; Dashboards Technical Specialist
Project Management (Part-time)
Configurations and Customizations Developers
Design, Execute, Deploy Solution Designer
TestDevelopDefine
• High level
Requirements &
Design Document
• Pilot Project Plan
• Status Report
• Iteration Acceptance
Document
• Final Design Document
• Pilot system
• QWP Acceptance Doc
Deliverables
• Status Report
• Iteration Acceptance
Document
• Status Report
• Iteration Acceptance
Document
iRun 1 iRun 2 iRun 3
W
O
R
K
S
H
O
P
TBD

14. © 2011 IBM Corporation
IBM Case Manager
Deployment to a full-scale Production
What will be added in the Deployment project to be chained to the QWP ?
Functional Enhancements
Scalability Enhancement
Performance Testing
UAT Testing
Operations
Documentation
Deployments
Administration
Production Infrastructure
Architecture Review
HA/DR Installations

15. © 2011 IBM Corporation
IBM Case Manager
The Team :
A set of local highly proficient products / project
experts that rely on an extended world-wide team
14
Thank You !!!!!