The three B’s: BPM, BR and BI Sandy Kemsley Kemsley Design Ltd. www.column2.com Business Rules Forum, October 2007

Agenda The value of business process management Business rules and BPM Business intelligence and BPM BPM + BR + BI = greater than the sum of the parts

The value of business process management

Business rules and BPM

Business intelligence and BPM

BPM + BR + BI = greater than the sum of the parts

Enterprise Business Processes Chain of activities producing a business result Usually spans functional silos Requirement to “manage the white space” between functional groups

Chain of activities producing a business result

Usually spans functional silos

Requirement to “manage the white space” between functional groups

BPM Defined A management discipline for improving cross-functional business processes. The methods and technology tools used to manage and optimize business processes.

A management discipline for improving cross-functional business processes.

The methods and technology tools used to manage and optimize business processes.

Process Lifecycle Model Automate Monitor Optimize

BPM Goals Efficiency Automating steps and handoffs Integrating systems and data sources Compliance Achieving and proving standardization Agility Changing processes quickly and easily Visibility See what’s happening in a process

Efficiency

Automating steps and handoffs

Integrating systems and data sources

Compliance

Achieving and proving standardization

Agility

Changing processes quickly and easily

Visibility

See what’s happening in a process

Business Rules and BPM Key to agility in business processes Routing decisions Work assignment Set parameters Changing rules without changing the process Applying rules consistently in processes and other applications

Key to agility in business processes

Routing decisions

Work assignment

Set parameters

Changing rules without changing the process

Applying rules consistently in processes and other applications

BPM-BR alternatives: BR built into BPM Typically not full-featured BR: Simple Boolean rules for routing decisions Rules defined and bound to a specific process step, hence may be replicated Rule changes may require redeploying processes with IT involvement Rule changes may not affect in-flight processes Lower cost, built-in functionality

Typically not full-featured BR:

Simple Boolean rules for routing decisions

Rules defined and bound to a specific process step, hence may be replicated

Rule changes may require redeploying processes with IT involvement

Rule changes may not affect in-flight processes

Lower cost, built-in functionality

BPM-BR alternatives: BPM calls external BR Full BR functionality: Complex rules, such as scoring Global process control from one rule Rules shared with enterprise applications Changes to rule parameters can be made by business Rule changes affect in-flight processes Additional cost and implementation complexity

Full BR functionality:

Complex rules, such as scoring

Global process control from one rule

Rules shared with enterprise applications

Changes to rule parameters can be made by business

Rule changes affect in-flight processes

Additional cost and implementation complexity

Business Intelligence and BPM Key to visibility in business processes Process monitoring and reporting Process analysis and optimization Predictive analytics May contribute to process agility Trigger processes Automate steps based on prior decisions Suggest decision for human task

Key to visibility in business processes

Process monitoring and reporting

Process analysis and optimization

Predictive analytics

May contribute to process agility

Trigger processes

Automate steps based on prior decisions

Suggest decision for human task

BPM-BI alternatives: BI built into BPM Typically limited functionality: Real-time dashboards Reporting of performance metrics Limited to process statistics rather than business statistics May be lower cost, although usually still requires a separate data store

Typically limited functionality:

Real-time dashboards

Reporting of performance metrics

Limited to process statistics rather than business statistics

May be lower cost, although usually still requires a separate data store

BPM-BI alternatives: Export BPM statistics to BI Full BI functionality: Dashboards Reporting Predictive analytics Shared enterprise BI platform Integrate with data from other systems Additional cost and implementation complexity

Full BI functionality:

Dashboards

Reporting

Predictive analytics

Shared enterprise BI platform

Integrate with data from other systems

Additional cost and implementation complexity

BPM + BR + BI Self-learning decisions within processes: Process statistics captured with BI Statistics analyzed and fed back to inform business rules Business rules modify process behavior BR + BI = decision management

Self-learning decisions within processes:

Process statistics captured with BI

Statistics analyzed and fed back to inform business rules

Business rules modify process behavior

BR + BI = decision management

Summary BPM + BR turns policies into action BPM + BI provides insight into processes BPM + BR + BI integrates insights with policies for self-optimizing processes

BPM + BR turns policies into action

BPM + BI provides insight into processes

BPM + BR + BI integrates insights with policies for self-optimizing processes

Questions? Sandy Kemsley Kemsley Design Ltd. www.column2.com