Harness Social Technologies To Conquer BPM’s Next Frontier  Clay Richardson Senior Analyst Forrester Research March 3, 2010
Harness Social To Conquer BPM BPM has become mainstream for optimizing structured business processes… …  but socially-enab...
“ Social BPM” Processes developed and improved through the use of social technologies and techniques. Unstructured Work Cr...
Meet Michael, your Mobile Professional Behaviors <ul><li>74% use a laptop, 31% use a smartphone. </li></ul><ul><li>49% use...
Currently, there are three parallel worlds for business processes Ad hoc, social, chaotic human activities <ul><li>Get ide...
The business needs to seamlessly navigate these three worlds  <ul><li>Talk to a customer </li></ul><ul><li>Obtain informat...
Populism movement gaining momentum in BPM community
In a process driven environment, most work goes into handling exceptions Traditional BPM and BRE Capabilities Collaborativ...
BPM TechRadar uncovered “Social BPM” trend Source: August 2009 “Forrester TechRadar™ For BP&A Pros: Business Process Manag...
IT emphasizes control and structure for business processes <ul><li>Rigid BPM Suites </li></ul><ul><li>Limited collaboratio...
Business adopting “do-it-yourself” tools for business processes <ul><li>BPM in the cloud </li></ul><ul><li>Simpler, lightw...
Traditional BPM lifecycle yields results… Define Execute Monitor Create Manage Optimize Business user dashboards Business ...
… but socially-enabled BPM drives greater adoption and buy-in Define Execute Monitor Create Manage Optimize Configurable d...
Social technologies enrich collaboration throughout the BPM life cycle
Process wikis power real-time collaborative discovery Capture process knowledge in visual, dynamic format Virtual process ...
Software AG Alignspace  Source: Software AG, AlignSpace (screenshot)
Process mashups promote rapid construction and shared development Lightweight  BPM platforms that provide core process fun...
Serena Buiness Mashup Composer Source: Serena, Serena Business Mashup (screenshot)
Dynamic routing puts in-flight collaboration scenarios in context Enter  order Update ERP Get approval Reserve inventory ?...
HandySoft OfficeEngine
Your Journey To Social BPM <ul><li>Step 1: Understand what capabilities you need </li></ul><ul><li>Step 2: Assess what cap...
1. Understand what capabilities you need
2. Assess what capabilities you already have
3. Define future state for social and process Unstructured Collab Work Groups Case Mgmt Process Innovation  Collaborative ...
Take an evolutionary approach to Social BPM Identify street-level opportunity Socially-enable first BPM project Assess res...
Recommendations <ul><li>Embrace socially-enabled BPM technologies that driver greater collaboration and input from all sta...
Thank you <ul><li>Clay Richardson </li></ul><ul><li>+1 703.584.2630 </li></ul><ul><li>[email_address] </li></ul><ul><li>Tw...
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Harness Social Technologies To Conquer BPM’s Next Frontier

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Many processes, like manufacturing, are highly regimented and structured while others, like creative processes, might have only a process entry point and exit point with a cloud of unstructured, collaborative, ad hoc activities in between. In between these extremes, for some processes, it is not so clear what is structured and what is unstructured. A clash often develops because people tend to think in binary: "Either we'll use BPM to fully structure this process, or we won't use BPM." This session will highlight trends and best practices evolving around "social BPM," which connects collaborative social technologies — such as wikis, blogs, and mashups — with BPM to maximize the value of unstructured and chaotic business processes.

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  • past, present, and future (keep theme throughout) -
  • - Guidance Anywhere – he needs process guidance and support
  • Architecture slide showing the world of bpm – using architecture as a point of reference http://www.flickr.com/photos/zullazoo/2285594751/ http://www.flickr.com/photos/gooooder/1679887016/
  • - Why are we talking about this
  • - How is this different from traditional BPM, you would do this – but with process mashups…
  • Step 2: Define future state for processes Find ways to build capabilities for social bpm Architecture challenge today is the navi is picking what’s easiest for them to do, and its creating a wild world – make sure Big theme about evolution – here’s how you set up the big project to do social BPM – evolving to this. Find a place that needs it, spiraling … Street-level
  • - Develop a plan
  • Transcript of "Harness Social Technologies To Conquer BPM’s Next Frontier"

    1. 2. Harness Social Technologies To Conquer BPM’s Next Frontier Clay Richardson Senior Analyst Forrester Research March 3, 2010
    2. 3. Harness Social To Conquer BPM BPM has become mainstream for optimizing structured business processes… … but socially-enabled BPM enhances process optimization to incorporate unstructured process Build communities of practice that continually collaborate to improve business processes… … by integrating social capabilities into your BPM implementations The Shift… The Opportunity
    3. 4. “ Social BPM” Processes developed and improved through the use of social technologies and techniques. Unstructured Work Crowd Sourcing User Developed Apps
    4. 5. Meet Michael, your Mobile Professional Behaviors <ul><li>74% use a laptop, 31% use a smartphone. </li></ul><ul><li>49% use IM; 25% use social networks for work. </li></ul><ul><li>Use devices from 5 locations on average. </li></ul>Characteristics <ul><li>28% of the information workforce </li></ul><ul><li>Manager, marketing, sales </li></ul><ul><li>College or post-graduate degree </li></ul>Opportunities <ul><li>Provide more telecommuting support </li></ul><ul><li>Some would like mobile Web conferencing </li></ul><ul><li>Candidate for bring-your-own computer </li></ul>“ Give me the tools to stay in touch and be productive no matter where I am.”
    5. 6. Currently, there are three parallel worlds for business processes Ad hoc, social, chaotic human activities <ul><li>Get ideas </li></ul><ul><li>Find experts </li></ul><ul><li>Discuss possibilities </li></ul><ul><li>Do research </li></ul>Structured human activities <ul><li>Talk to a customer </li></ul><ul><li>Obtain information </li></ul><ul><li>Make a judgment </li></ul><ul><li>Create business documents </li></ul>System-intensive processes <ul><li>Update systems </li></ul><ul><li>Transfer information </li></ul><ul><li>Score and automate decisions </li></ul>
    6. 7. The business needs to seamlessly navigate these three worlds <ul><li>Talk to a customer </li></ul><ul><li>Obtain information </li></ul><ul><li>Make a judgment </li></ul><ul><li>Create business documents </li></ul><ul><li>Update systems </li></ul><ul><li>Transfer information </li></ul><ul><li>Score and automate decisions </li></ul><ul><li>Get ideas </li></ul><ul><li>Find experts </li></ul><ul><li>Discuss possibilities </li></ul><ul><li>Do research </li></ul>
    7. 8. Populism movement gaining momentum in BPM community
    8. 9. In a process driven environment, most work goes into handling exceptions Traditional BPM and BRE Capabilities Collaborative and Social BPM Capabilities Production Straight Through Follows The Happy Path 75-80% Limitation of Packaged Apps Collaborative Requires interaction with end-users 15-18% Ad hoc 2-4% Requires collaboration of parties to resolve exceptions 1-2% Truly unique problem or exception
    9. 10. BPM TechRadar uncovered “Social BPM” trend Source: August 2009 “Forrester TechRadar™ For BP&A Pros: Business Process Management Suites, Q3 2009”
    10. 11. IT emphasizes control and structure for business processes <ul><li>Rigid BPM Suites </li></ul><ul><li>Limited collaboration </li></ul><ul><li>IT-oriented process development </li></ul>
    11. 12. Business adopting “do-it-yourself” tools for business processes <ul><li>BPM in the cloud </li></ul><ul><li>Simpler, lightweight tools </li></ul><ul><li>Building internal dev skills </li></ul>
    12. 13. Traditional BPM lifecycle yields results… Define Execute Monitor Create Manage Optimize Business user dashboards Business Event Management Complex event processing Business Rule Invocation Standards-based graphical modeling Assemble, configure, code generation Integration, automation, and workflow Metadata Management Repository
    13. 14. … but socially-enabled BPM drives greater adoption and buy-in Define Execute Monitor Create Manage Optimize Configurable dashboards, event streams Enhancement tagging, ad-hoc path analysis Real-time, collaborative discovery Shared development Ad-hoc and dynamic routing Single model refinement
    14. 15. Social technologies enrich collaboration throughout the BPM life cycle
    15. 16. Process wikis power real-time collaborative discovery Capture process knowledge in visual, dynamic format Virtual process whiteboard and conference room for collaborative sessions Feeds, discussion, and chat maximize stakeholder inclusion
    16. 17. Software AG Alignspace Source: Software AG, AlignSpace (screenshot)
    17. 18. Process mashups promote rapid construction and shared development Lightweight BPM platforms that provide core process functionality Familiar environment for non-technical process analysts –Office 2007 user experience Features for collaborative development and agile project management
    18. 19. Serena Buiness Mashup Composer Source: Serena, Serena Business Mashup (screenshot)
    19. 20. Dynamic routing puts in-flight collaboration scenarios in context Enter order Update ERP Get approval Reserve inventory ? email Collaborate
    20. 21. HandySoft OfficeEngine
    21. 22. Your Journey To Social BPM <ul><li>Step 1: Understand what capabilities you need </li></ul><ul><li>Step 2: Assess what capabilities you already have </li></ul><ul><li>Step 3: Define future state for combining social and process </li></ul><ul><li>Step 4: Identify initial steps for moving to future state </li></ul>
    22. 23. 1. Understand what capabilities you need
    23. 24. 2. Assess what capabilities you already have
    24. 25. 3. Define future state for social and process Unstructured Collab Work Groups Case Mgmt Process Innovation Collaborative Discovery Shared Development Run-time Collaboration Skills Repository Tools Method-olgies Processes Personalities Interactions Governance
    25. 26. Take an evolutionary approach to Social BPM Identify street-level opportunity Socially-enable first BPM project Assess results and expand to enterprise 4. Identify initial steps for moving to future state
    26. 27. Recommendations <ul><li>Embrace socially-enabled BPM technologies that driver greater collaboration and input from all stake holders </li></ul><ul><li>Evaluate current needs and existing capabilitie sto define your future state for social BPM </li></ul><ul><li>Develop a game plan for gradually incorporating process wikis, process mashups, and dynamic routing into your process projects </li></ul>
    27. 28. Thank you <ul><li>Clay Richardson </li></ul><ul><li>+1 703.584.2630 </li></ul><ul><li>[email_address] </li></ul><ul><li>Twitter: passion4process </li></ul><ul><li>www.forrester.com </li></ul>

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