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Business Process Management Using The Open-Source Toolset
 

Business Process Management Using The Open-Source Toolset

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    Business Process Management Using The Open-Source Toolset Business Process Management Using The Open-Source Toolset Presentation Transcript

    • Business Process Management using the Open-Source Toolset Open Source Series Workshop 2008 KICS, UET Adeel Javed Technical Lead | BPM Practice Techlogix Pakistan (Pvt) Ltd.
    • Agenda
      • What is BPM?
      • Why BPM Matters?
      • BPM Development Lifecycle
      • Intalio BPMS – Overview
      • Intalio BPMS – Model
      • Intalio BPMS – Design
      • Intalio BPMS – Deploy
      • Intalio BPMS – Execute
      • Intalio BPMS – Manage & Monitor
      • References
    • What is BPM (Business Process Management)?
      • Business Process: A business process represents a discrete series of activity or task steps that can span people, applications, business events and organizations.
      • Business Process Management: is the understanding, visibility and control of business processes.
    • Agenda
      • What is BPM?
      • Why BPM Matters?
      • BPM Development Lifecycle
      • Intalio BPMS – Overview
      • Intalio BPMS – Model
      • Intalio BPMS – Design
      • Intalio BPMS – Deploy
      • Intalio BPMS – Execute
      • Intalio BPMS – Manage & Monitor
      • References
    • Market Size / Growth Rates *CM, Portals, and EAI Figures from IDC Forecasts. Gartner US Software estimates for Real-Time Collaboration and Business Process Automation, Analytics, and Management Market Opportunity Worldwide 2006 Worldwide 2010 ECM & Portals $1.9 B $3.0 B Enterprise Application Integration $1.5 B $2.2 B Collaboration $1.1 B (US Only) $1.3 B (US Only) Business Process Management / Optimization $1.0 B $3.5 B
    • Reasons to do BPM
      • A few of the important reasons to BPM are:
        • Business Agility
        • Reduce process latency
        • Universal access to information
        • Eliminate wasted effort
        • Routing & communication
        • Improved information quality
        • Improved customer satisfaction
        • Process Enabled Compliance
        • Improved Cycle Times
        • Visibility and Control
    • What BPM delivers
      • BPM promises agility, flexibility and visibility into your process, by providing tools to model, automate and manage business processes. It provides:
        • Full task management of due and overdue tasks
        • Escalation for tasks behind schedule
        • Reassignment and delegation capabilities
        • Dashboards to see process metrics
        • Process steps which allow integrations with other systems
      • BPM is:
        • Better: Inherently aligned with business outcomes
        • Faster: Technology supports Delivery cycles in weeks, and if done right it can be 2-3 times faster as compared to traditional project methodologies
        • Cheaper: Short delivery cycles help in reducing cost
    • Agenda
      • What is BPM?
      • Why BPM Matters?
      • BPM Development Lifecycle
      • Intalio BPMS – Overview
      • Intalio BPMS – Model
      • Intalio BPMS – Design
      • Intalio BPMS – Deploy
      • Intalio BPMS – Execute
      • Intalio BPMS – Manage & Monitor
      • References
    • BPM Development Lifecycle
      • Lifecycle of a BPM project is generally common regardless of the platform being used.
      • Therefore each platform has to provide some components that are required in a BPMS (Business Process Management Solution/Suite).
      • It is not necessary that each platform has same sort of architecture or technology stack, the basics only have to be same and the implementations can vary.
    • BPM Development Lifecycle – Discover Discover: Business Owners discover processes in their organizations that need to be improved and automated. Discover
    • BPM Development Lifecycle – Model Model: Process Analysts and Business Owners model a process. Discover Model
    • BPM Development Lifecycle – Design & Deploy Design & Deploy: Process Developers automate the process, deploy and test the solution. Discover Model Design Deploy
    • BPM Development Lifecycle – Execute & Interact Execute & Interact: End Users and Systems interact with the process. Discover Model Design Deploy Execute Interact
    • BPM Development Lifecycle – Analyse & Monitor Analyse & Monitor: Support Engineers manage the application and Business Owners monitor it’s performance using various reports. Discover Model Design Deploy Execute Interact Monitor Analyse
    • BPM Development Lifecycle – Optimize Optimize: After monitoring the process, Process Analysts and Business Owners improve and optimize it. And the entire process starts once again. Discover Model Design Deploy Execute Interact Monitor Analyse Optimize
    • BPMS Components
      • BPMS = Business Process Management Suite
    • Agenda
      • What is BPM?
      • Why BPM Matters?
      • BPM Development Lifecycle
      • Intalio BPMS – Overview
      • Intalio BPMS – Model
      • Intalio BPMS – Design
      • Intalio BPMS – Deploy
      • Intalio BPMS – Execute
      • Intalio BPMS – Manage & Monitor
      • References
    • Intalio BPMS – Overview
      • Intalio BPMS is an open-source Business Process Management Suite currently being used by more than 250 organizations worldwide.
      • Intalio BPMS:
        • Is a standards based suite, it uses BPMN, BPEL 2.0, BPEL 4 People, WSDL, XForms, XSD and XPath.
        • It promotes Zero Code by providing a graphical user interface for business process development, the IDE is based on Eclipse framework.
        • Uses BPMN to reduce custom code, 1 BPMN box generates 10 lines of BPEL code which is equal to 100 lines of J2EE code.
    • Intalio BPMS – Platform Editions
    • Intalio BPMS – Gartner’s Magic Quadrant
      • Gartner’s Magic Quadrant for Business Process Management of 2007 recognizes Intalio BPMS as one of the visionaries.
    • Agenda
      • What is BPM?
      • Why BPM Matters?
      • BPM Development Lifecycle
      • Intalio BPMS – Overview
      • Intalio BPMS – Model
      • Intalio BPMS – Design
      • Intalio BPMS – Deploy
      • Intalio BPMS – Execute
      • Intalio BPMS – Manage & Monitor
      • References
    • Intalio BPMS – Model
      • Intalio provides the Intalio|BPMS Modeling view for Business Analysts and Process Analysts to model business processes without going into the actual IT details.
    • Intalio BPMS – Model Swim lanes: define people, roles, systems or departments involved and responsible for performing activities in the process e.g. this swim lane informs that a Candidate will be involved in Submit Application activity, a Candidate will receive rejection/acceptance notifications.
    • Intalio BPMS – Model Tasks: represent activities in a process, these could be human or system activities e.g. Submit Application will be a human activity and Notify about Rejection on the other hand is a system activity.
    • Intalio BPMS – Model Connectors: define sequence of different activities e.g. Receive Application will happen before Assign Application for Review.
    • Agenda
      • What is BPM?
      • Why BPM Matters?
      • BPM Development Lifecycle
      • Intalio BPMS – Overview
      • Intalio BPMS – Model
      • Intalio BPMS – Design
      • Intalio BPMS – Deploy
      • Intalio BPMS – Execute
      • Intalio BPMS – Manage & Monitor
      • References
    • Intalio BPMS – Design
      • Intalio provides the Intalio|BPMS Designer view for IT personnel to fill in the technical details e.g. perform data flow/mapping in the process, associating UI with human tasks, invoking web services to interact with external systems etc.
    • Intalio BPMS – Design
      • Intalio provides the Intalio|Form Editor view for UI Designers to create UI’s for human tasks and notifications using XForms. It is a WYSIWYG editor, which provides a zero code environment. The UI after deployment does not change, it is exactly what you have developed in the editor.
    • Intalio BPMS – Design
      • Once the form has been designed it is attached to an activity in the process.
    • Agenda
      • What is BPM?
      • Why BPM Matters?
      • BPM Development Lifecycle
      • Intalio BPMS – Overview
      • Intalio BPMS – Model
      • Intalio BPMS – Design
      • Intalio BPMS – Deploy
      • Intalio BPMS – Execute
      • Intalio BPMS – Manage & Monitor
      • References
    • Intalio BPMS – Deploy
      • Intalio provides a one-click deployment facility for processes from within the IDE.
      Deployment: Click deployment button.
    • Intalio BPMS – Deploy
      • Select the resources you need to deploy and that’s it the application if it has no errors is deployed. No descriptors or xml configurations.
    • Agenda
      • What is BPM?
      • Why BPM Matters?
      • BPM Development Lifecycle
      • Intalio BPMS – Overview
      • Intalio BPMS – Model
      • Intalio BPMS – Design
      • Intalio BPMS – Deploy
      • Intalio BPMS – Execute
      • Intalio BPMS – Manage & Monitor
      • References
    • Intalio BPMS – Execute
      • Intalio provides a web-based portal for executing the deployed processes.
      • The portal by default provides role-base security i.e. only processes and tasks that a person is responsible for are made visible to him/her.
    • Intalio BPMS – Execute
      • Processes tab displays a list of all processes that a logged in person can instantiate.
    • Intalio BPMS – Execute
      • Tasks tab displays a list of all tasks that have been assigned to the logged in person, and which that person has to perform some actions.
      • Similarly the Notifications tab displays a list of all notifications that the logged in person can view, notifications do not require any sort of action.
    • Intalio BPMS – Execute
      • Clicking on a task link displays the process data that was associated with this screen during development.
    • Agenda
      • What is BPM?
      • Why BPM Matters?
      • BPM Development Lifecycle
      • Intalio BPMS – Overview
      • Intalio BPMS – Model
      • Intalio BPMS – Design
      • Intalio BPMS – Deploy
      • Intalio BPMS – Execute
      • Intalio BPMS – Manage & Monitor
      • References
    • Intalio BPMS – Manage & Monitor
      • Intalio provides a web-based portal for managing and monitoring the deployed processes and their instances.
      • The Process link lists all the processes with all their versions that are currently deployed on the server along with number of instances and their states.
    • Intalio BPMS – Manage & Monitor
      • The Instances link lists all the process instances currently being executed in the system along with their states.
    • Intalio BPMS – Manage & Monitor
      • Clicking on a single instance shows its complete information, both in tabular and graphical format.
      • The graphical format exactly tells what tasks of this instance have been completed, have to be completed or have errors on them.
    • Intalio BPMS – Business Activity Monitoring
      • Intalio also provides a BAM component. A BAM provides live information/reports about different processes being executed in the server.
      • It informs business owners about issues with the process, bottlenecks in the process and also suggests things that can be improved in the process to get further benefits from this process.
      • Using this as input, business owners optimize their processes.
    • Agenda
      • What is BPM?
      • Why BPM Matters?
      • BPM Development Lifecycle
      • Intalio BPMS – Overview
      • Intalio BPMS – Model
      • Intalio BPMS – Design
      • Intalio BPMS – Deploy
      • Intalio BPMS – Execute
      • Intalio BPMS – Manage & Monitor
      • References
    • References
      • Getting Started with Business Process Management – webMethods 7.1 Documentation by Software AG
      • BPM Basics for Dummies – Software AG Special Edition by Kiran Garimella, Michael Lees, Bruce Williams
      • Intalio Overview by Intalio
      • Webinar: Top 10 Reasons to Start BPM by Tony Pasma (Vice President, Sales Engineering, Global 360)
      • Magic Quadrant for Business Process Management Suites, 2007 by Gartner