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Emerging Technologies
              in BPM

             Keynote: Emerging BPM
    Techniques & Technology Summit
    Building Business Capability 2012

Sandy Kemsley l www.column2.com l @skemsley
Emerging BPM Techniques &
Technologies Summit
   l   The “Hurricane Sandy” edition
   l   Thinking on the Job: Adaptive Case
       Management in Practice [cancelled]
   l   Modeling and Analytics for Process
       Excellence [speaker replaced]
   l   Process Mining: BPM Upside-Down
       [speaker arriving from Europe 9pm tonight]



                   Copyright Kemsley Design Ltd., 2012   2
Technology: Social BPM

How Social Changes
Everything
                     Copyright Kemsley Design Ltd., 2012   3
Consumer Tools Set Expectations
   l   Consumption
   l   Participation
   l   Creation
   l   User experience
   l   Access anywhere




                   Copyright Kemsley Design Ltd., 2012   4
Social BPM Business Benefits
   l   Weak ties/tacit knowledge exploitation
   l   Knowledge sharing
   l   Social feedback
   l   Transparency
   l   Participation
   l   Activity and decision distribution (crowd-
       sourcing)


                   Copyright Kemsley Design Ltd., 2012                                          5

                                                    Source: Brambilla et al, “A Notation for Social BPM”
Collaborative Process Modeling
   l   Multiple people participate in process
       discovery, modeling and documentation
       l   Internal and external participants
       l   Technical and non-technical participants
   l   Preserves institutional memory
   l   Facilitates cross-silo collaboration and
       innovation




                      Copyright Kemsley Design Ltd., 2012   6
Process Event Streams
   l   Timeline of activity for social monitoring
       l   Process models during creation
       l   Process instances during execution
   l   Publish/subscribe model to “watch” certain
       processes or event types
   l   Direct link to underlying process model or
       instance for unsolicited participation
   l   Usually mobile-enabled

                      Copyright Kemsley Design Ltd., 2012   7
Technology: Dynamic/Adaptive Case Management

The Changing Nature of Work

                    Copyright Kemsley Design Ltd., 2012   8
The Extremes Of Work




      Routine                        Knowledge
       Work                            Work



             Copyright Kemsley Design Ltd., 2012   9
Goals Of Work Types

Routine Work                             Knowledge Work
l Efficiency                             l Flexibility

l Accuracy                               l Assist human knowledge

l   Process improvement                    work
l   Automation                           l Collect artifacts




l   “Classic” BPM                        l     Adaptive Case
                                               Management (ACM) /
                                               Production CM /
                                               Dynamic CM
                     Copyright Kemsley Design Ltd., 2012            10
Characterizing The Extremes

Routine Work                                Knowledge Work
l A priori process model                    l No a priori model

l Controlled participation                  l Collaboration on demand

l   Automatable, especially                 l     Little automation, but
    with service integration,                     guided by rules and
    rules and events                              events




                        Copyright Kemsley Design Ltd., 2012                11
The Structured/Unstructured
Debate



  If you can’t model
                                                               Exceptions are the
 it up front, you just
                                                               new normal: every
   don’t understand
                                                               process is different
      the process




                         Copyright Kemsley Design Ltd., 2011                      12
But It’s Not That Simple

Structured Work                          Unstructured Work
l Some process are that                  l Some processes have

  repeatable, especially                   sufficient variability that
  automated processes                      modelling is inefficient
l Ad hoc process                         l Instrumentation of

  exceptions already exist,                unstructured processes
  they’re just off the grid                provides value




                     Copyright Kemsley Design Ltd., 2011                 13
Structure Spectrum




Structured             Structured with                 Unstructured with   Unstructured
• e.g., automated      ad hoc                          pre-defined         • e.g., investigations
  regulatory process   exceptions                      fragments
                       • e.g., financial back-         • e.g., insurance
                         office transactions             claims




                                   Copyright Kemsley Design Ltd., 2012                      14
Dynamic Process Runtime
   l   User can add participants from own
       network or recommended expert
   l   Non-participant can opt-in to process
   l   Audit trail captured within BPMS
   l   Eliminates uncontrolled email
       processes
   l   Captures patterns for
       process improvement

                   Copyright Kemsley Design Ltd., 2012   15
Technology: Process Mining

Discovering Hidden Process
Gems
                      Copyright Kemsley Design Ltd., 2012   16
Process Mining – Sources




             Copyright Kemsley Design Ltd., 2012   17
BPMS Event Log Format

 Trans. ID   Activity        Start Time             End Time      Resource
 8287        Enter customer 08:34:15                08:37:44      User jsmith
             data
 8287        Check credit    08:37:52               08:38:05      Equifax service call
 1399        Enter customer 08:37:59                08:44:40      User sjones
             data
 8287        Enter order     08:38:09               08:38:39      ERP system call
 1399        Check credit    08:44:58               08:45:06      Equifax service call
 4283        Enter order     08:45:01               08:45:35      ERP system call
 1399        Enter order     08:45:18               08:45:38      ERP system call



                            Copyright Kemsley Design Ltd., 2012                          18
Combining All Event Logs

           Trans.     Activity                Start      End        Resource
           ID                                 Time       Time
           8287       Enter customer          08:34:15   08:37:44   User jsmith
                      data
           8287       Create                  08:34:25   08:35:55   User jsmith
                      customer
                      record
           8287       Create address          08:36:12   08:37:39   User jsmith
                      record
           8287       Check credit            08:37:52   08:38:05   Equifax service
                                                                    call
           8287       Enter order             08:38:09   08:38:39   ERP system call
           8287       Check PO                08:38:10   08:38:15   System
           8287       Create order            08:38:18   08:38:31   System


                  Copyright Kemsley Design Ltd., 2012                                 19
Generating A Process Model




             Copyright Kemsley Design Ltd., 2012   20
Generated Model Data




               Source: Fluxicon   21
Working With Process Mining
Results
   l   Actual flows, not idealized models
   l   Frequency and duration of each path
   l   Optimization:
       l   Detect main flows and common variations
       l   Detect loopbacks and other inefficiencies
       l   Detect wait times
       l   Analyze variations over time




                      Copyright Kemsley Design Ltd., 2012   22
More On Process Mining


              Process Mining:
              BPM Upside-Down
        Thursday, 11:30am, Diplomat 5
                  Anne Rozinat
                     Fluxicon




              Copyright Kemsley Design Ltd., 2012   23
Technology: Process Simulation

Charting A Course In Uncertain
Conditions
                      Copyright Kemsley Design Ltd., 2012   24
Model-Simulate-Analyze-Optimize




             Copyright Kemsley Design Ltd., 2012   25
Simulation Goals
   l   Test and validate process models
   l   Establish path patterns
   l   Estimate end-to-end times
   l   Optimize resource utilization and SLA
       performance across peak/slack periods
   l   During runtime, predict performance based
       on realtime analytics


                   Copyright Kemsley Design Ltd., 2012   26
Simulation in the BPM Lifecycle




                 Source: Lanner   27
More On Analytics And Simulation


           Modeling and Analytics
            for Process Excellence
        Thursday, 10:10am, Diplomat 5
                 Denis Gagné
         Workflow Management Coalition
           (replacing Robert Shapiro)



               Copyright Kemsley Design Ltd., 2012   28
Technology: Predictive Analytics/Process Intelligence

Smarter Processes for
Smarter Outcomes
                        Copyright Kemsley Design Ltd., 2012   29
Why Predictive Processes?
     “Predictive analytics is not just about
     forecasting what’s coming down the pike.
     It’s also about keeping the bad alternative
     futures from happening.”
                                                 James Kobielus, Forrester




                 Copyright Kemsley Design Ltd., 2012                         30
Process + Analytics + Decisions =
Intelligent Processes

                      Business
                      Process




          Business                        Business
           Rules                         Intelligence


               Copyright Kemsley Design Ltd., 2012      31
Process Analytics in a BPMS


l   Executing
    process




l   Realtime
    process
    dashboard
                Copyright Kemsley Design Ltd., 2012   32
What You Can Do With
Process Analytics
   l   Information to support manual decisions
       l   E.g., display queue sizes to help manager to
           reallocate work
   l   Data to trigger automated actions
       l   E.g., spawn fraud detection process when
           series of events occur for same customer
   l   Predict missed SLAs
       l   E.g., compare history of activity timeline to
           estimate overall time to completion

                       Copyright Kemsley Design Ltd., 2012   33
Focus On The Goal, Not The Task
   l   Compare:
       l   Current to baseline model
       l   Current to historical
   l   Analyze:
       l   Process dependencies and critical path
       l   Simulate to identify future problems
   l   Act:
       l   Self-adjust through feedback to decisioning
       l   In-process user guidance

                      Copyright Kemsley Design Ltd., 2012   34
Slides at www.slideshare.net/skemsley

         Sandy Kemsley
         Kemsley Design Ltd.
email: sandy@kemsleydesign.com
blog: www.column2.com
twitter: @skemsley




                   Copyright Kemsley Design Ltd., 2012   35

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Emerging BPM Technologies

  • 1. Emerging Technologies in BPM Keynote: Emerging BPM Techniques & Technology Summit Building Business Capability 2012 Sandy Kemsley l www.column2.com l @skemsley
  • 2. Emerging BPM Techniques & Technologies Summit l The “Hurricane Sandy” edition l Thinking on the Job: Adaptive Case Management in Practice [cancelled] l Modeling and Analytics for Process Excellence [speaker replaced] l Process Mining: BPM Upside-Down [speaker arriving from Europe 9pm tonight] Copyright Kemsley Design Ltd., 2012 2
  • 3. Technology: Social BPM How Social Changes Everything Copyright Kemsley Design Ltd., 2012 3
  • 4. Consumer Tools Set Expectations l Consumption l Participation l Creation l User experience l Access anywhere Copyright Kemsley Design Ltd., 2012 4
  • 5. Social BPM Business Benefits l Weak ties/tacit knowledge exploitation l Knowledge sharing l Social feedback l Transparency l Participation l Activity and decision distribution (crowd- sourcing) Copyright Kemsley Design Ltd., 2012 5 Source: Brambilla et al, “A Notation for Social BPM”
  • 6. Collaborative Process Modeling l Multiple people participate in process discovery, modeling and documentation l Internal and external participants l Technical and non-technical participants l Preserves institutional memory l Facilitates cross-silo collaboration and innovation Copyright Kemsley Design Ltd., 2012 6
  • 7. Process Event Streams l Timeline of activity for social monitoring l Process models during creation l Process instances during execution l Publish/subscribe model to “watch” certain processes or event types l Direct link to underlying process model or instance for unsolicited participation l Usually mobile-enabled Copyright Kemsley Design Ltd., 2012 7
  • 8. Technology: Dynamic/Adaptive Case Management The Changing Nature of Work Copyright Kemsley Design Ltd., 2012 8
  • 9. The Extremes Of Work Routine Knowledge Work Work Copyright Kemsley Design Ltd., 2012 9
  • 10. Goals Of Work Types Routine Work Knowledge Work l Efficiency l Flexibility l Accuracy l Assist human knowledge l Process improvement work l Automation l Collect artifacts l “Classic” BPM l Adaptive Case Management (ACM) / Production CM / Dynamic CM Copyright Kemsley Design Ltd., 2012 10
  • 11. Characterizing The Extremes Routine Work Knowledge Work l A priori process model l No a priori model l Controlled participation l Collaboration on demand l Automatable, especially l Little automation, but with service integration, guided by rules and rules and events events Copyright Kemsley Design Ltd., 2012 11
  • 12. The Structured/Unstructured Debate If you can’t model Exceptions are the it up front, you just new normal: every don’t understand process is different the process Copyright Kemsley Design Ltd., 2011 12
  • 13. But It’s Not That Simple Structured Work Unstructured Work l Some process are that l Some processes have repeatable, especially sufficient variability that automated processes modelling is inefficient l Ad hoc process l Instrumentation of exceptions already exist, unstructured processes they’re just off the grid provides value Copyright Kemsley Design Ltd., 2011 13
  • 14. Structure Spectrum Structured Structured with Unstructured with Unstructured • e.g., automated ad hoc pre-defined • e.g., investigations regulatory process exceptions fragments • e.g., financial back- • e.g., insurance office transactions claims Copyright Kemsley Design Ltd., 2012 14
  • 15. Dynamic Process Runtime l User can add participants from own network or recommended expert l Non-participant can opt-in to process l Audit trail captured within BPMS l Eliminates uncontrolled email processes l Captures patterns for process improvement Copyright Kemsley Design Ltd., 2012 15
  • 16. Technology: Process Mining Discovering Hidden Process Gems Copyright Kemsley Design Ltd., 2012 16
  • 17. Process Mining – Sources Copyright Kemsley Design Ltd., 2012 17
  • 18. BPMS Event Log Format Trans. ID Activity Start Time End Time Resource 8287 Enter customer 08:34:15 08:37:44 User jsmith data 8287 Check credit 08:37:52 08:38:05 Equifax service call 1399 Enter customer 08:37:59 08:44:40 User sjones data 8287 Enter order 08:38:09 08:38:39 ERP system call 1399 Check credit 08:44:58 08:45:06 Equifax service call 4283 Enter order 08:45:01 08:45:35 ERP system call 1399 Enter order 08:45:18 08:45:38 ERP system call Copyright Kemsley Design Ltd., 2012 18
  • 19. Combining All Event Logs Trans. Activity Start End Resource ID Time Time 8287 Enter customer 08:34:15 08:37:44 User jsmith data 8287 Create 08:34:25 08:35:55 User jsmith customer record 8287 Create address 08:36:12 08:37:39 User jsmith record 8287 Check credit 08:37:52 08:38:05 Equifax service call 8287 Enter order 08:38:09 08:38:39 ERP system call 8287 Check PO 08:38:10 08:38:15 System 8287 Create order 08:38:18 08:38:31 System Copyright Kemsley Design Ltd., 2012 19
  • 20. Generating A Process Model Copyright Kemsley Design Ltd., 2012 20
  • 21. Generated Model Data Source: Fluxicon 21
  • 22. Working With Process Mining Results l Actual flows, not idealized models l Frequency and duration of each path l Optimization: l Detect main flows and common variations l Detect loopbacks and other inefficiencies l Detect wait times l Analyze variations over time Copyright Kemsley Design Ltd., 2012 22
  • 23. More On Process Mining Process Mining: BPM Upside-Down Thursday, 11:30am, Diplomat 5 Anne Rozinat Fluxicon Copyright Kemsley Design Ltd., 2012 23
  • 24. Technology: Process Simulation Charting A Course In Uncertain Conditions Copyright Kemsley Design Ltd., 2012 24
  • 25. Model-Simulate-Analyze-Optimize Copyright Kemsley Design Ltd., 2012 25
  • 26. Simulation Goals l Test and validate process models l Establish path patterns l Estimate end-to-end times l Optimize resource utilization and SLA performance across peak/slack periods l During runtime, predict performance based on realtime analytics Copyright Kemsley Design Ltd., 2012 26
  • 27. Simulation in the BPM Lifecycle Source: Lanner 27
  • 28. More On Analytics And Simulation Modeling and Analytics for Process Excellence Thursday, 10:10am, Diplomat 5 Denis Gagné Workflow Management Coalition (replacing Robert Shapiro) Copyright Kemsley Design Ltd., 2012 28
  • 29. Technology: Predictive Analytics/Process Intelligence Smarter Processes for Smarter Outcomes Copyright Kemsley Design Ltd., 2012 29
  • 30. Why Predictive Processes? “Predictive analytics is not just about forecasting what’s coming down the pike. It’s also about keeping the bad alternative futures from happening.” James Kobielus, Forrester Copyright Kemsley Design Ltd., 2012 30
  • 31. Process + Analytics + Decisions = Intelligent Processes Business Process Business Business Rules Intelligence Copyright Kemsley Design Ltd., 2012 31
  • 32. Process Analytics in a BPMS l Executing process l Realtime process dashboard Copyright Kemsley Design Ltd., 2012 32
  • 33. What You Can Do With Process Analytics l Information to support manual decisions l E.g., display queue sizes to help manager to reallocate work l Data to trigger automated actions l E.g., spawn fraud detection process when series of events occur for same customer l Predict missed SLAs l E.g., compare history of activity timeline to estimate overall time to completion Copyright Kemsley Design Ltd., 2012 33
  • 34. Focus On The Goal, Not The Task l Compare: l Current to baseline model l Current to historical l Analyze: l Process dependencies and critical path l Simulate to identify future problems l Act: l Self-adjust through feedback to decisioning l In-process user guidance Copyright Kemsley Design Ltd., 2012 34
  • 35. Slides at www.slideshare.net/skemsley Sandy Kemsley Kemsley Design Ltd. email: sandy@kemsleydesign.com blog: www.column2.com twitter: @skemsley Copyright Kemsley Design Ltd., 2012 35