Which BPMS Is Right For You? Bruce Silver Principal, BPMS Watch [email_address] BPMS Watch: www.brsilver.com/wordpress

Topics The selection problem The BPMS Report series The Ratings report and tool

The selection problem

The BPMS Report series

The Ratings report and tool

What is a BPMS? An integrated platform to… Model, automate, monitor, optimize processes ~30+ available today, all “sound the same” Modeling Design Process Engine User User User ERP Legacy External Services Rules Rule Framework Integration Framework Human Task Framework SOA Middleware Performance Data BAM Business IT

An integrated platform to…

Model, automate, monitor, optimize processes

~30+ available today, all “sound the same”

Selecting a BPMS Self-assessment What type of process? Point solution or platform for diverse processes? Who will build and maintain the solution? Business/IT interaction style Requirements handoff or iterative/collaborative Short list Match BPMS capabilities to your key requirements Leverage available research… like BPMS Report series Final selection Proof of concept Due diligence Cost Vendor factors

Self-assessment

What type of process?

Point solution or platform for diverse processes?

Who will build and maintain the solution?

Business/IT interaction style

Requirements handoff or iterative/collaborative

Short list

Match BPMS capabilities to your key requirements

Leverage available research… like BPMS Report series

Final selection

Proof of concept

Due diligence

Cost

Vendor factors

The BPMS Report Series FREE on BPMInstitute site www.bpminstitute.org/bpmsreport.html Reports on 11 leading products Latest round (July 2007 - March 2008) Appian, BEA, Cordys, EMC, FlowCentric, Global360, Lombardi, Oracle, SoftwareAG, TIBCO … will be adding more Q3 2008 Each report 30-40 pages, lots of diagrams and screenshots Common outline for all products Overview, architecture and environment, modeling and design, human workflow, integration, business rules, events and exceptions, BAM/performance management, solutions and services Research based on documentation, briefings/demos, dialog with the vendor Objective reporting, without commentary

FREE on BPMInstitute site

www.bpminstitute.org/bpmsreport.html

Reports on 11 leading products

Latest round (July 2007 - March 2008)

Appian, BEA, Cordys, EMC, FlowCentric, Global360, Lombardi, Oracle, SoftwareAG, TIBCO

… will be adding more Q3 2008

Each report 30-40 pages, lots of diagrams and screenshots

Common outline for all products

Overview, architecture and environment, modeling and design, human workflow, integration, business rules, events and exceptions, BAM/performance management, solutions and services

Research based on documentation, briefings/demos, dialog with the vendor

Objective reporting, without commentary

The Ratings Report Evaluate each BPMS in 3 process types 11 Capabilities, roughly map to sections of the report Each capability score based on 5-8 feature scores Capability score independent of process type Overall rating based on weighted capability scores Capability weightings dependent on process type Ratings Report - available free on BPMInstitute.org http://www.bpminstitute.org/research/research/article/bpms-watch-ratings-q2-2008.html Based on first round of reports (7/07 - 3/08) Also, user-selected weightings available on BPMS Watch site Interactive tool, not a downloadable report http://www.brsilver.com/wordpress

Evaluate each BPMS in 3 process types

11 Capabilities, roughly map to sections of the report

Each capability score based on 5-8 feature scores

Capability score independent of process type

Overall rating based on weighted capability scores

Capability weightings dependent on process type

Ratings Report - available free on BPMInstitute.org

http://www.bpminstitute.org/research/research/article/bpms-watch-ratings-q2-2008.html

Based on first round of reports (7/07 - 3/08)

Also, user-selected weightings available on BPMS Watch site

Interactive tool, not a downloadable report

http://www.brsilver.com/wordpress

Human-Centric vs Integration-Centric Processes Human-centric focused on optimizing “work” Assigning and performing human tasks Measuring human work performance Emphasis on business-empowered implementation Ratings Report distinguishes production workflow from “case management” Integration-centric focused on optimizing “business integration” BPM layered on SOA Handling events and exceptions BPMS vendors do not self-identify as human-centric or integration-centric … but offerings better in one than the other

Human-centric focused on optimizing “work”

Assigning and performing human tasks

Measuring human work performance

Emphasis on business-empowered implementation

Ratings Report distinguishes production workflow from “case management”

Integration-centric focused on optimizing “business integration”

BPM layered on SOA

Handling events and exceptions

BPMS vendors do not self-identify as human-centric or integration-centric

… but offerings better in one than the other

Process Type: Production Workflow Structured process, high volume, shared work queues Goals: optimize cycle time, labor cost, productivity, customer satisfaction Differentiators Dynamic rule-based task assignment Business-empowered implementation Emphasis on worklist, task UI, and performance visibility Scalable to high instance volumes

Structured process, high volume, shared work queues

Goals: optimize cycle time, labor cost, productivity, customer satisfaction

Differentiators

Dynamic rule-based task assignment

Business-empowered implementation

Emphasis on worklist, task UI, and performance visibility

Scalable to high instance volumes

Process Type: Case Management Unstructured process, low volume/high value, shared access to common case folder Goals: optimize quality, compliance Differentiators Shared case folder with data, documents, tasks Ad hoc add tasks/processes at runtime Case status progresses by milestones, not structured diagram Team collaboration support Documents and folders

Unstructured process, low volume/high value, shared access to common case folder

Goals: optimize quality, compliance

Differentiators

Shared case folder with data, documents, tasks

Ad hoc add tasks/processes at runtime

Case status progresses by milestones, not structured diagram

Team collaboration support

Documents and folders

Process Type: Integration-Centric Structured process, high-volume, “run the business”, integrating backend systems and apps Goals: business integration, agility, meet SLAs Differentiators Asynchronous integration infrastructure Explicit SOA support (ESB, registry, repository) Data transformation Event and exception handling

Structured process, high-volume, “run the business”, integrating backend systems and apps

Goals: business integration, agility, meet SLAs

Differentiators

Asynchronous integration infrastructure

Explicit SOA support (ESB, registry, repository)

Data transformation

Event and exception handling

Capability Weightings by Process Type

Ratings: Human-Centric vs Integration-Centric HC rating averages Production Workflow and Case Management

HC rating averages Production Workflow and Case Management

Ratings: Production Workflow vs Case Management

Ratings Details Interactive database tool on BPMS Watch site www.brsilver.com/wordpress Aggregated scores by process type Feature score details Define your own feature weightings Define your own capability weightings

Interactive database tool on BPMS Watch site

www.brsilver.com/wordpress

Aggregated scores by process type

Feature score details

Define your own feature weightings

Define your own capability weightings

Ratings Details Interactive tool on BPMS Watch site www.brsilver.com/wordpress Aggregated scores by process type Feature score details Define your own feature weightings Define your own capability weightings

Interactive tool on BPMS Watch site

www.brsilver.com/wordpress

Aggregated scores by process type

Feature score details

Define your own feature weightings

Define your own capability weightings

Ratings Details Interactive tool on BPMS Watch site www.brsilver.com/wordpress Aggregated scores by process type Feature score details Define your own feature weightings Define your own capability weightings

Interactive tool on BPMS Watch site

www.brsilver.com/wordpress

Aggregated scores by process type

Feature score details

Define your own feature weightings

Define your own capability weightings

Using the Ratings and Reports BPMS Report series intended to give a “feel” for the product Capabilities emphasized or de-emphasized What is out of the box vs custom Skills required to build and maintain General look and feel Caveats on the ratings Ratings are based on the BPMS Reports Score reflects my preferences E.g. Unified model/design leveraging BPMN Your capability and feature weightings may be different

BPMS Report series intended to give a “feel” for the product

Capabilities emphasized or de-emphasized

What is out of the box vs custom

Skills required to build and maintain

General look and feel

Caveats on the ratings

Ratings are based on the BPMS Reports

Score reflects my preferences

E.g. Unified model/design leveraging BPMN

Your capability and feature weightings may be different

In Summary To pick the right BPMS for your organization Understand your own BPMS needs Process type Skills to build and maintain Business-IT interaction style Use the BPMS Reports, Ratings Report and tool to help create the short list Identify leaders from the Ratings Get a feel for the products from the BPMS Report series Fine tune your requirements with the interactive tool Engage directly with shortlist vendors to do final selection Consulting help is available Contact bruce@brsilver.com (831) 685-8803

To pick the right BPMS for your organization

Understand your own BPMS needs

Process type

Skills to build and maintain

Business-IT interaction style

Use the BPMS Reports, Ratings Report and tool to help create the short list

Identify leaders from the Ratings

Get a feel for the products from the BPMS Report series

Fine tune your requirements with the interactive tool

Engage directly with shortlist vendors to do final selection

Consulting help is available

Contact bruce@brsilver.com (831) 685-8803