BPM Process Patterns Primer


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Primer on business process patterns and their relationship to content management

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BPM Process Patterns Primer

  1. 1. Business Process ManagementPatterns Primer<br />12/15/09<br />David Champeau - ECM Consultant<br />
  2. 2. Business Process Management Patterns<br />Case Management<br />One and Done<br />Author / Review / Approve / Publish<br />Introduction<br />
  3. 3. Case Management defined<br />Gather information<br />Perform investigation<br />Render decision<br />Examples:<br />Open bank/brokerage account<br />Life insurance policy underwriting<br />Auto accident claim processing<br />Paradigm<br />Folder<br />Business Process Patterns<br />
  4. 4. Gather Information<br />Managed by a knowledge worker, information worker, specialist, case manager<br />Folder is managed by the KW and routed to experts for input, opinions, assistance<br />Investigations:<br />Credit, fraud, suitability<br />Render Decision<br />Rules based<br />Management levels required<br />Business Process Patterns<br />
  5. 5. Case Management<br />Well defined document types<br />Scanning operations to capture documents particularly for “old” business processes like life insurance policies<br />Manage the folder<br />Combination of collaboration and sequential business processes<br />Business Process Patterns<br />
  6. 6. One and Done<br />Form, document or letter<br />Single or small number of pages<br />Examples:<br />Address change<br />Beneficiary change<br />Paradigm<br />Document<br />Business Process Patterns<br />
  7. 7. One and Done<br />Processed like an assembly line<br />Use technology to speed processing<br />Use of forms allows for use of better technologies like OCR, ICR, etc.<br />Build for the rule not the exception<br />If automation improves processing quantity and quality of 80% deal with the other 20% in exception processing<br />Building for exceptions costs big $ <br />Business Process Patterns<br />
  8. 8. Author / Review / Approve / Publish<br />Forms and/or documents<br />Examples:<br />Newsletter<br />Travel Expenses<br />Technical manuals<br />Paradigms<br />Form(s) with or without attachments<br />Collaboration in the Authoring stage<br />Publish step can be optional and will be very different from one business process to another<br />Business Process Patterns<br />
  9. 9. Author Step<br />Different types of “authoring”<br />Single user<br />Collaboration within a team<br />Multiple authors, multiple articles<br />Review Step<br />Single or Multiple reviewers<br />Sequential or parallel reviews<br />Business Process Patterns<br />
  10. 10. Approval Step<br />Single or Multiple approvals<br />Sequential or parallel approvals<br />Use rules or rules engine to determine flow<br />Business Process Patterns<br />
  11. 11. Publish Step<br />Takes many forms<br />Publish a newsletter<br />Publish a document for the masses<br />Write a check for a payment<br />Use publishing technology to transform approved content for publication<br />HTML<br />PDF<br />Business Process Patterns<br />
  12. 12. Technology mixing<br />Author /Review / Approve / Publish not only crosses many horizontal boundaries but may require different technologies along the way<br />SharePoint or Quickr for Authoring<br />ECM / BPM for Review and Approve<br />WCM for Publish<br />Business Process Patterns<br />
  13. 13. Simple Example<br />Author<br />Review<br />Review<br />Publish<br />
  14. 14. Different variations of same model<br />Parallel Reviews and/or Approvals<br />Review1<br />Author<br />Review2<br />Approve<br />Publish<br />Review3<br />
  15. 15. Different variations of same model<br />Multiple Authors collaborating<br />Author1<br />Author2<br />Review<br />Approve<br />Publish<br />Author3<br />
  16. 16. All content is part of a business process<br />Something launches the business process<br />Document<br />Form<br />User decision<br />Content and Business Process Management<br />
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