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1 © 2017 IBM Corporation
IBM Business Process Manager
… your journey to Digital Business Automation
Oct 2017 Update
Allen Chan, IBM Distinguished Engineer
Chief Architect, Business Process Management
2 © 2017 IBM Corporation
Three expectations are driving the need for automation
Employees expect
new types of assistance
to increase productivity
Customers expect a
seamless, personalized
experience
McKinsey, The growth engine: Superior customer service in
insurance, 2016
Everyone expects
self service
[With] the co-existence between human
employees and cognitive systems… less
experienced employees can perform like
seasoned veterans.
U.S. auto insurers that provided consistently
best-in-class experiences generated 2 to 4x
more growth in new business.
73% of consumers say that valuing their time
is the most important thing a company can
do.
CIO, Cognitive automation gives employees the freedom to innovate,
2016
Forrester, Forrester's Top Trends For Customer Service In 2016
3 © 2017 IBM Corporation
Yet achieving the right
automation outcomes
can be challenging
Projects take too long to deliver
Successes are often not
scalable or repeatable
Companies too often focus on
isolated touchpoints rather than
the customer journey
Digital customer journeys require a new approach to process automation
4 © 2017 IBM Corporation
Digital process automation must enable speed, scale and customer focus
… enabled by an extensible framework for innovation and insight
One way to accelerate digitization and reduce overall costs is to identify horizontal components, such as BPM
layers, that can be shared across all the journeys. 2
… enabled by a platform for rapid delivery & iteration, led
by the business
60% of digital leaders run strategy by experimentation through limited releases and prototyping. 1
… to deliver the end-to-end customer journey
Measuring satisfaction on customer journeys is 30% more predictive of overall customer satisfaction than
measuring happiness for each individual interaction. 3
1) McKinsey, Six building blocks for creating a high-performing digital
enterprise, 2016
2) McKinsey, Speed and scale: Unlocking digital value in customer
journeys, 2015
3) McKinsey, The three Cs of customer satisfaction: Consistency,
consistency, consistency, 2014
Speed
Scale
Customer
focus
5 © 2017 IBM Corporation
IBM Digital Process Automation capabilities
Define customer journeys and
business operations to discover new
opportunities for innovation
Design, automate and govern
business operations to deliver a
scalable, consistent customer
experience
Analyze data and events
to augment knowledge work
and take the right action at the
right time
Actionable
Insights
Collaborative
Discovery
Business
Automation
Digital
Process
Automation
6 © 2017 IBM Corporation
IBM Digital Process Automation capabilities
• Process discovery
• Decision discovery
• Process automation
• Decision automation
• Real-time contextual insights
• Intelligent personal assistants
Actionable
Insights
Collaborative
Discovery
Business
Automation
Digital
Process
Automation
7 © 2017 IBM Corporation
IBM Business Process Manager (BPM)
Orchestrate human and automated process tasks
IBM Robotic Process Automation
with Automation Anywhere
Automate human tasks
IBM Operational Decision Manager (ODM)
Automate business logic
Actionable
Insights
Business
Automation
Digital
Process
Automation
Collaborative
Discovery
Business
Automation
Actionable
Insights
Business Automation combining Processes, Decisions and Robots
8 © 2017 IBM Corporation
Digital Business Automation enables
different tasks for different needs
Choosing between
robotic automation
and system
integration:
When there is both an existing user interface and
an API:
• Use RPA for lower effort & quicker implementation
• Use system integration for greater flexibility &
visibility
When there is no existing API:
• Use RPA to automate human tasks
When there is no existing user interface:
• Use system integration for flexibility & visibility
9 © 2017 IBM Corporation
IBM Business Process Manager
9
§ Comprehensive platform for process design,
orchestration and governance
§ Driving growth and agility by providing total visibility
and management of business processes.
§ Enabling faster time to value and improved user
productivity
§ Highly integrated environment scaling easily from
initial project to enterprise-wide program
IBM BPM is a process-centric solution for improving and innovating
how work gets done.
Automated straight-thru
processing
Procedural, structured
tasks & decisions
Dynamic, goal-driven
work
10 © 2017 IBM Corporation
Ordered Sequence
of Activities
Some Unordered
(Ad-hoc) Activities
Some Activities
with Ordered Steps
Unordered Set
of Activities
Next Step Determined ByProcess Model Knowledge Worker
Data
Structured
Business Objects
Unstructured
Documents
Spectrum of Process Types
11 © 2017 IBM Corporation
11
Continuous Delivery Strategy for IBM BPM
Responsive Portal
and UX
IBM BPM on
Cloud
Case & Content
Integration
Federation
Server
Process
Federation
Server
Web-based
authoring
Spring 2014
BPM 8.5.5
Spring 2013
BPM 8.5.0
Spring 2015
BPM 8.5.6
Spring 2016
BPM 8.5.7
2Q16 3Q16 4Q16
REST and
Open API
1Q17 2Q17 3Q17
Process
Analytics
RPA
12 © 2017 IBM Corporation
12
Release to Release Continuity
From To
Version EOS BPM BPM BPM BPM BPM BPM BPM BPM
751x 800x 801x 850x 855 856 857 860
BPM 750 09/2016 Upgrade Yes Yes Yes Yes Yes Yes Yes
BPM 751 09/2016 Upgrade Yes Yes Yes Yes Yes Yes Yes
BPM 800 09/2017 Upgrade Upgrade Yes Yes Yes Yes Yes
BPM 801 09/2017 Upgrade Yes Yes Yes Yes Yes
BPM 85X 09/2018 Upgrade Upgrade Upgrade Upgrade Upgrade
migration
upgrade Moving from 85X to 86
is an in-place upgrade!
13 © 2017 IBM Corporation
13
IBM Business Process Manager
Low Code Development & Web Designer
Business UX
Hybrid Integration & Cognitive
BPM on Cloud
Process Analytics
Robotic Process Automation
Java 8 & Performance
14 © 2017 IBM Corporation
Process Editor: Support Different Process Patterns
14
Pattern-1 : Process with Ad hoc Activities Pattern-2 : “Structured” Process with Ad hoc Activities
Process ends when all required and started
activities completed
Process ends when sequence flow and ad
hoc activities completed
3 Ad Hoc activity types
15 © 2017 IBM Corporation
Web Designer : modern web interface
15
CF 2016.12
16 © 2017 IBM Corporation
Web Designer
16
library tree automatically closed in edit mode
unless it’s pinned
CF 2016.12
17 © 2017 IBM Corporation
BPD to Process Conversion
17
Once converted, can only be edited in Web PD. Can rollback to previous snapshot.
Best practice: convert your toolkit 1st and otherwise you will see validation error with mixed BPD & Process
Both Process and BPD run in the same process engine.
CF 2016.12
18 © 2017 IBM Corporation
Artifact Usage Discovery in Process Designer
• Added missing eclipse Process Designer
Where Used feature
• Use the new web Process Designer
References feature to view
• Used to code change impact analysis
• Referenced By
• Artifacts in the current process application that
use a particular library item
• Equivalent to “Where Used”
• References
• Artifacts that the library item uses
• New feature not available in eclipse PD
• Scope: Process App and all Toolkit that it includes
Where Used
in eclipse PD
New References
view in web PD
CF 2017.06
19 © 2017 IBM Corporation
Artifact Usage Discovery in Process Designer
References
View
Click to display
References View
CBO Process is referenced by
Main CBO Process (used as
linked subporcess)
CBO Process references Watson
Dialog located in Watson Services
Integration Toolkit (used as task
implementation)
Click to refresh
References View
CF 2017.06
20 © 2017 IBM Corporation
20
IBM Business Process Manager
Low Code Development & Web Designer
Business UX
Hybrid Integration & Cognitive
BPM on Cloud
Process Analytics
Robotic Process Automation
Java 8 & Performance
21 © 2017 IBM Corporation
New BPM UI Toolkit
• BPM UI Toolkit
• Based on the controls within the SPARK UI toolkit.
• It is the default toolkit for building coaches (Web PD tools have been updated accordingly.
• Customers using the SPARK UI toolkit can upgrade to the BPM UI toolkit, by simply updating the
SPARK toolkit version (this will automatically switch the SPARK UI controls to the BPM UI controls)
• Responsive Coaches Toolkit
• Deprecated
• Looking into providing conversion support
• Content Management Toolkit
• For now it does not include the SPARK document controls (use the controls from Content
Management Toolkit)
• Looking into new set of document controls that combine the best the IBM document controls and
the SPARK document controls.
New!
CF 2017.06
22 © 2017 IBM Corporation
80+ Controls in the New BMP UI Toolkit
§ Ultra-lightweight & library
independent
(HTML5/CSS3)
§ Does not use Dojo, AJAX,
RWD, jQuery, or
AngularJS
§ Can accelerate developer
productivity up to 4 times
compared with BPM native
controls
§ Fully responsive controls
for multiple form factors
§ Mobile specific capabilities,
including maps and QR
code
§ Charting controls with drill
down
§ Mobile ready document
controls with drag & drop &
camera support
CF 2017.06
23 © 2017 IBM Corporation
Easy UI creation from Business Objects
When creating new CSHS from Process
Editor the selected BO are used to
create a Coach with UI controls from the
BPM UI Toolkit
Dragging and drooping a BO to deign
surface in Coach View Editor creates BPM
UI Toolkit controls that correspond to an
element in the BO
CF 2017.06
24 © 2017 IBM Corporation
Improved Runtime Performance
10 sec 55 sec
Scenario Measured: Initial Load Time
Test Scenario: Coach contains 20 tables, 1 row per table each, 101 columns per row
Unresponsive
script warning
Disclaimer: performance was measured with an IBM test case in a controlled environment
CF 2017.06
25 © 2017 IBM Corporation
BPM UI Toolkit Theme Update
• BPM Theme was updated to include support for the SPARK controls (now BPM UI controls)
• Also we include the SPARK UI Theme to accommodate customers migrating from SPARK
Toolkit to BPM UI Toolkit
• Theme from older releases will be migrated when opened with Theme Editor
CF 2017.06
26 © 2017 IBM Corporation
Theme Editor Usability Enhancements
To make finding a control
easier, Coach Views are
divided into categories
You can now click a link to
take you to the actual
setting you want to edit
CF 2017.06
27 © 2017 IBM Corporation
Discover BPM UI Sample
• New process application to
help learning how to use
new BPM UI controls
• Contains collection of
Human Services and Coach
Views
• Code examples showcasing
common usage scenarios
and design patterns
CF 2017.06
28 © 2017 IBM Corporation
Coach View Performance Design Guardrails
• Coach and Coach View Editor provides real-time guidance “guardrails”
about potential run time performance issues
• As you are building the Coach Views or Coaches on-the-fly analysis is
done, and the results are displayed in the Static Analysis section of the
coach layout palette.
• Shows Coach Views that have repeating elements
• High number of Coach Views of warning
• 0-50 view instances is low, 50-500 is moderate, >500 is high
CF 2017.06
29 © 2017 IBM Corporation
New Static Analysis Section
Use CF 2016.12 feature to disable
WYSIWYG when authoring Coaches
with very large number of Coach
Views!
Static Analysis Section
• Showa repeating contents Coach Views
• Displays “High number of Coach Views ‘ alert
Detailed analysis
for repeating
content controls
CF 2017.06
30 © 2017 IBM Corporation
UI runtime performance statistics
• New Performance Monitor
analyzes runtime performance of
Human Services
• Simple to enable in browser
debugger
• Shows load time for Coaches
and Services in Human Service
• Will not show services timing with
Heritage Human Services
• Shows load time for Coach
Views inside Coaches
Launch Browser debugger and in console view type:
localStorage["CoachPerformanceMonitor"] = true;
Click Performance
Monitor icon to show the
runtime statistics
CF 2017.06
31 © 2017 IBM Corporation
UI runtime performance statistics
For all Coach Views it shows:
• Coach View counts
• Time in lifecycle events
• Time in event handlers
Shows execution time of all
services in CSHS before
reaching a Coach
Coach contains a custom Coach View bound to a list with 100
items (100 Coach Views)
Each Custom Coach View contains 6 atomic Coach Views
CF 2017.06
32 © 2017 IBM Corporation
Process Portal Performance - Architecture Changes
BPM CF 2017.03 BPM 8.5.7 CF 2017.06 & BPM 8.6
Portal CSHS
Portal Coach
Work CSHS
Work Coach
CSHS window/frame Coach frame
Portal Coach
Coach View (CV)
Work
CV
Work
CV
Action Bar CV
Action Bar CV
Launch
CV
Launch
CV
Context
CV
Context
CV
§ Removed 1 iframe, 1 dojo instance, 1 CSHS instance
§ Only Process Portal Toolkit implementation and runtime changes
– Customers that modified BPM Process Portal do not need to change their code
CF 2017.06
33 © 2017 IBM Corporation
33
IBM Business Process Manager
Low Code Development & Web Designer
Business UX
Hybrid Integration & Cognitive
BPM on Cloud
Process Analytics
Robotic Process Automation
Java 8 & Performance
34 © 2017 IBM Corporation
34
Cognitive Systems meet Business Operations
Understands Natural
Language
Watson can read and understand
millions of documents.
Generates and
Evaluates
Watson searches, extracts
candidate
recommendations scores
and ranks decisions
Learns and
Adapts
Trained by
experts
Watson and Me
Understands and engages me
Learns and improves over time
Helps me discover
Establishes trust
Has endless capacity for insight
Operates in a timely fashion
Watson: A Cognitive SystemSmarter Process: Workflows &
Business Rules
Generates and Evaluates
Model how systems and
people work together to
accomplish work
Automate workflows
and decisions
Measure Outcomes
Understand Business
Context to Drive
Outcomes
35 © 2017 IBM Corporation
Solution examples for Cognitive Business Operations
Watson Services
Route work automatically
Classify, prioritize and route work to
people & processes
Assist employees with process tasks
Augment knowledge workers with
relevant content and cognitive insight
Intelligently automate self service
Use self-learning bots to gather data for
process interactions
Analyze images to improve operations
Assess objects, scenes and people
in the context of your process
36 © 2017 IBM Corporation
Solution examples for Cognitive Business Operations
Self-improving Processes
Leverage cognitive services to do
better routing (without humans in
all cases), but then, constantly
analyze and improve the
accuracy of those services
Dynamic Rule Discovery
Use machine learning models to
analyze trends in historical processes
and provide data scientist controlled
updates to models.
Consider structural changes to processes that
improve the process for its participants and the
business
37 © 2017 IBM Corporation
Emails
Complaints / Inquiry
/ Address Change / Other
Bluemix App
Watson NLC
Rule based decision decides which business process to kick off based on email
classification
Route work automatically
Case Process for complaints
ODM Decision
Human process for inquiry
Process for address change
BPM or BPMoC
Train Classifier to categorize emails into 4 classifications - Complaints / Address Change /
Inquiry / Other
REST
API
Watson assists with triage of emails
38 © 2017 IBM Corporation
Challenge
To handle over $500 billion of documentary trade for
customers every year, must manually review and
process up to 100 million pages of documents
Solution
IBM Datacap Insight Edition identifies, digitizes and
extracts key data within documents to accelerate the
bank’s transaction processes that rely on these
documents
Results
• Increased productivity by reducing manual entry
• Streamlined process by eliminating paper processes
• Increased accuracy by eliminating human errors
Trade Finance Industry Accelerator
HSBC Success Story using Cognitive
Capture
Copyright	2017	IBM	Corporation 38
http://www-03.ibm.com/press/us/en/pressrelease/52978.wss
39 © 2017 IBM Corporation
Blockchain and BPM:
Multi-party choreographies via Blockchain-connected BPM
processes
… to distributed ledger … … with BPM processes for each party
(here: the dealer)
Learn about IBM BPM and Blockchain in developerWorks
https://www.ibm.com/developerworks/library/mw-1705-auberger-bluemix/1705-auberger.html
39
40 © 2017 IBM Corporation
IBM BPM Product Insights (Bluemix) Integration
• Registration and usage only
• IBM BPM now available for registration in Bluemix
• Requires configuration steps in BPM
CF 2017.06
41 © 2017 IBM Corporation
IBM BPM Product Insights – Sample Dashboard
One registered
product
Usage – Started
BPD Instances
Show all App
Cluster members
42 © 2017 IBM Corporation
IBM Product Insights – BPM Usage Metrics
43 © 2017 IBM Corporation
43
IBM Business Process Manager
Low Code Development & Web Designer
Business UX
Hybrid Integration & Cognitive
BPM on Cloud
Process Analytics
Robotic Process Automation
Java 8 & Performance
44 © 2017 IBM Corporation
New BPM on Cloud Express
• A new low-cost entry point for BPM on Cloud
• Buyer profile and requirements:
• Looking to get started with first BPM project
• Cost is a factor in selecting a solution (e.g. limited budget)
• Prefers cloud based solutions
• BPM Standard capabilities
• Small project with less than 25 users
• Non-mission critical processes with lower SLA
• No requirements for additional environments
• Seamless ability to grow up into BPM on Cloud instance
• Constraints
• Only one BPMoC Express instance per customer
• Does not have a BPMoC subscription
• Only available in existing BPMoC data centers
• Can add Authors up to limit of users
• Has IT skills or has a BPM knowledgeable partner to help with
implementation
10 – 24 Authorized Users
Additional Authors
Development
Environment
Run
Environment
User
Portal
Process
Server
Process Center
Single Server Single Server
• Single Process Center + Process Server (no HA)
• Single DB2 database server (no HADR)
45 © 2017 IBM Corporation
BPM and ODM on Cloud is HIPPA Ready
• IBM BPM and ODM cloud offerings can now
securely handle solutions that involve Protected
Health Information (PHI) data.
• These offerings have implemented security controls,
procedures and practices designed to safeguard PHI
• Clients that require HIPAA will ask service providers
to sign a Business Associate Addendum (BAA).
• IBM is now able to sign a BAA if a client requests.
• IBM prefers to use the standard BAA agreement
located here
• http://www-03.ibm.com/software/sla/sladb.nsf/sla/baa
What is HIPAA?
The Health Insurance Portability and
Accountability Act of 1996 (HIPAA) is a legislation
in the United States that provides data privacy
and security provisions for safeguarding medical
information. The HIPAA Privacy Rule applies to
organizations, referred to as covered entities,
which manage Protected Health Information
(PHI). These covered entities include many types
of companies, such as insurance, health plan
providers, healthcare clearinghouses and
healthcare providers. In addition, the HIPAA
Privacy Rule requires covered entities that work
with service providers that may be involved in
managing or storing PHI to ensure they also
follow the same HIPAA requirements to safeguard
PHI.
46 © 2017 IBM Corporation
46
IBM Business Process Manager
Low Code Development & Web Designer
Business UX
Hybrid Integration & Cognitive
BPM on Cloud
Process Analytics
Robotic Process Automation
Java 8 & Performance
47 © 2017 IBM Corporation
BPM can stream process events to elasticsearch to enable self service reporting using Kibana
• BPM was enhanced to make event streaming via DEF faster
• DEF Connector for converting and streaming BPM events
• Kibana configuration documentation
• Sample code of Kibana based BPM Operational Dashboards
IBM BPM Analytics
BPM
Dynamic
Event
Framework
TECHNOLOGY PREVIEW CF 2017.09 (8.6)
48 © 2017 IBM Corporation
IBM BPM Analytics Architecture
Raw Event Types
Combined Types
Activity
Event
Process
Event
Activity
Summary
Process
Summary
Business
Data
Transform
Process
Engine
JMS
Business
Events
Dynamic Event
Framework
Def Event (xml)
Connector MDB
ES Event
(JSON)
Event Emitter - Receives
tracking events from DEF and
transforms to JSON
Kibana
Dashboards
EventSummaryAgent.tar -
monitors the new events added in
the configured elasticsearch index
and generates summary events.
Process Server
CF 2017.09 (8.6)
49 © 2017 IBM Corporation
IBM BPM Analytics Process Designer Considerations
Do not need to enable monitor or update tracking definitions
Recommended to turn off PDW
See: https://developer.ibm.com/answers/questions/167196/disabling-tracking-data-generation-for-a-process-s.html
Must track process variables to build custom KPI
CF 2017.09 (8.6)
50 © 2017 IBM Corporation
Kibana Dashboards in BPM Process Portal CF 2017.09 (8.6)
51 © 2017 IBM Corporation
Kibana Dashboards in BPM Process Portal CF 2017.09 (8.6)
52 © 2017 IBM Corporation
Kibana Dashboards in BPM Process Portal CF 2017.09 (8.6)
53 © 2017 IBM Corporation
Install BPM Analytics Technology Preview
• Install BPM 8.6
• Download add-ons from: https://github.com/ibmbpm/bpm_analytics
• Contents:
• EventSummaryAgent.tar
• Monitors the new events added in the configured Elasticsearch index and
then generate summary events
• BPMDashboardKibana.zip
• Contains five Kibana dashboards
• IBM Business Process Manager Analytics.pdf
• Install instructions
CF 2017.09 (8.6)
54 © 2017 IBM Corporation
54
IBM Business Process Manager
Low Code Development & Web Designer
Business UX
Hybrid Integration & Cognitive
BPM on Cloud
Process Analytics
Robotic Process Automation
Java 8 & Performance
55 © 2017 IBM Corporation
ROBOTIC PROCESS AUTOMATION (RPA)
enables companies to easily automate mundane, repetitive tasks in
order to free up employees to perform higher value work
RPA ‘bots’ replicate the actions
of humans interacting with
application user interfaces
• No changes to existing interfaces
• Reduces swivel chair integration
• Efficiently execute high volume work
HOW RPA WORKS:
56 © 2017 IBM Corporation
Key benefits of Robotic Process Automation
Accelerate time
to value
Create, test and
deliver new
automations in days
or weeks
Reduce human
error
Eliminate copy/paste
mistakes introduced
by swivel chair
integration
Increase
throughput
Fulfill automated
tasks in seconds or
minutes, round the
clock
Decrease
development costs
Develop automations
quickly with simple
record/playback
functions
57 © 2017 IBM Corporation
• Front-end automation
• Multi-system integration
• Democratize automation
• Structured data
• Enterprise scale
• Process and bot task
orchestration
• Human Task support for
Exception processing
IBM Robotic Process Automation – What is in the box?
Automation Anywhere
Enterprise
IBM Business Process
Management Express
Use RPA to automate routine repetitive
tasks
Use BPM to handle RPA exception
processes or RPA Bot orchestration
58 © 2017 IBM Corporation
What Capabilities are in IBM RPA with Automation Anywhere?
Bot Creators Bot RunnersControl Room
Process Developer Process Center Process Server
Asset RepositoryAuthoring Environment Runtime Environment
Automation
Anywhere
Enterprise
IBM Business
Process
Management
Express
59 © 2017 IBM Corporation
• Bot Repository
• Bot Scheduler
• Version Control
• User Management
• Role-Based Access
• Audit Trail
RPA provides tools to
create, manage & run bots
Create Manage Run
Bot Creators Control Room Bot Runners
Web apps
Desktop apps
Record Playback
60 © 2017 IBM Corporation
Recorders and Task Editor
Create Runnable Bot Scripts
Bot authoring options
• Smart Recorder - It captures objects from various applications that
use different technologies such as html, .Net, WPF, Java, Flex and
Silverlight. These are saved as a set of Object Cloning commands.
Can locate moved controls.
• Screen (Standard) Recorder - Use it to record tasks that need to
be run on the same machine in which it is recorded. It records
mouse clicks and keyboard operations.
• Web Recorder - It understands all web controls. Hence applicable
when recording web-only tasks. Can locate moved controls. If the
properties of the web controls change, the task can be updated.
• Task Editor - Use it to create tasks manually. You can assign
relevant actions to the task using the commands provided in the
editor. Use it to edit recordings
61 © 2017 IBM Corporation
How Smart Recorder records Web actions?
• Two things are recorded and
replayed when Bot script is
executed
• Web element identification
information to locate the UI element
• The action that was performed (i.e.
‘Set Text’)
62 © 2017 IBM Corporation
Task Editor
Local Variables
HelpDebugger
Screen Capture View
Command Palette
Example of a
control Structure
Runtime delay
Desktop application command
Error Handlers
63 © 2017 IBM Corporation
MetaBots
• Examples
• Start a Process Instance MetaBot
• Input: user credentials, process input parameters and process template name
• Claim a Task from BPM Process Portal
• Input: task name
• Capture critical information form sales orders (pdf) and transfer them to SAP
• Input: folder name that contains with sales order files
is a building block that encapsulates tasks
• Have input and output parameters
• Enable reuse
• Can be injected in Tasks
• Changes in Control Center instance of a MetaBot
propagate to all Bots that include it
• Authored in MetaBot Designer
64 © 2017 IBM Corporation
Robot starts a process
Robot becomes smarter
Four IBM DPA and RPA Integration Patterns
Robot completes a task
Process starts a robot
TASK
PROCESS
PROCESS
DECISION WATSON
65 © 2017 IBM Corporation
Key IBM BPM and RPA Usage Scenarios
• Robot does work instead of a person
• Robot enables integration with systems that do not have an API
• Robot acts as an aid to human work
66 © 2017 IBM Corporation
Example – Legacy Core Banking Application
Robot does work instead of a person and provides an API to a system that doesn't have one
§ A swivel-chair task automation - no programming
in BPM!
§ The legacy code banking application does not
have API.
– RPA is the only choice for automation!
Coach provides instructions to
knowledge worker how to create
account using a legacy desktop-based
core banking application
67 © 2017 IBM Corporation
Example – Legacy Core Banking Application
Robot does work instead of a person and provides an API to a system that doesn't have one
68 © 2017 IBM Corporation
Example – Legacy Core Banking Application
zzzz…Robot wakes up
Robot goes back to sleep
when all tasks are
completed
Robot claims and
completes tasks
Robot does work instead of a person and provides an API to a system that doesn't have one
69 © 2017 IBM Corporation
Example – Legacy Core Banking Application
Robot does work instead of a person and provides an API to a system that doesn't have one
Robot does what the human
is instructed to do…
• Faster
• Without errors
• Without supervision
70 © 2017 IBM Corporation
70
IBM Business Process Manager
Low Code Development & Web Designer
Business UX
Hybrid Integration & Cognitive
BPM on Cloud
Process Analytics
Robotic Process Automation
Java 8 & Performance
71 © 2017 IBM Corporation
BPM 8.6 support Java 8 ONLY
• BPM uses the same Java runtime as the underlying WAS
• WAS provides two flavors of Java 8
• Embedded (bundled), which is mutually exclusive with Java 6; Install
and migration will use embedded java 8.
• Extension package that can be added to any existing WAS 8.5.5.9+
installation. BPM must use the Java 8 extension package for BPM
8.5.x to BPM 8.6 upgrade scenarios
• BPM Runtime restricts to use java 8.
• Eclipse PD V8.5.7. CF201709 continues to use a Java 7 runtime and is
deprecated.
• IID 201709 iFix JR58314 switches to use Java7 runtime, and also support
Java 8 based server.
71
CF 2017.09 (8.6)
72 © 2017 IBM Corporation
72
BPM 8.6 Performance
BPM	runtime:
• BPM	8.6	is	faster	than	8.5.x,	based	on	BPD,	Ad-hoc/Case	and	BPEL	benchmarks.		
Web	Process	Designer:
• Significant	Coach	view	modeling	improvements	for	IE	and	Firefox.
• Faster	in	both	in	single	user	and	multi-user	scenarios.	It	shows	up	good	response	
times	measured	with	100	concurrent	users.
• Good	response	in	slow	networks.	(*	latency	100ms,	bandwith 750kb/s)
Process	Portal:
• Significant	improvements	for	scenarios	preloaded	with	saved	searches.
• Improvements	for	Microsoft	Edge.
Process	Analytics/Business	Events:
• Sending	business	events	for	operational	intelligence	has	low	impact	on	BPM	
servers	(~	10%)
• Even	lower	with	Messaging	Engine	database	in	a	separate	fast	I/O	subsystem
CF 2017.09 (8.6)
73 © 2017 IBM Corporation
73
BPM 8.6 Performance Dashboard
§ Central dashboard to provide information on BPM Database health with regard to BPM
performance
§ Overview of number of BPM artifacts in the system, e.g.
§ Process Instances, grouped by state
§ Tasks, grouped by state
§ Users
§ Groups by group type, top 10 largest groups
§ Named/unnamed Process Application and Toolkit snapshots
§ Orphaned Toolkit snapshots
§ Environment variables, Exposed process variables, durable messages, ...
§Information/Warning on housekeeping activities for each BPM artifact, e.g.
§ Process Instance / Task creation history charts to correlate past situations of
performance degradation
§ Automatic generation of WSAdmin commands to delete snapshots
CF 2017.09 (8.6)
74 © 2017 IBM Corporation
Performance Dashboard
CF 2017.09 (8.6)
75 © 2017 IBM Corporation
75
Performance Dashboard CF 2017.09 (8.6)
76 © 2017 IBM Corporation
76
IBM Business Process Manager - Summary
• Rich business UI with Salient Process SPARK
UI toolkit available via reseller
• Enhanced coach UI framework and tooling
leveraging SPARK technology
• Leverage the API economy via REST
integration with Open API and API Connect
• Product Insights on Bluemix
• New Express edition, hybrid entitlement, HIPPA
support, and configuration options
• Enhanced self-service capabilities
• Web-based Process Designer now provides
complete end-to-end authoring of process apps
• High-volume business events via enhanced
Dynamic Event Framework to enable integration
with 3rd party big data and analytics
• Automate repetitive tasks with Robotic Process
Automation
• Integrate legacy enterprise systems with no API
Low Code Development & Web Designer
Business UX
Hybrid Integration & Cognitive
BPM on Cloud
Process Analytics
Robotic Process Automation
Java 8 & Performance
77 © 2017 IBM Corporation

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IBM BPM Updates - BPM 8.5.7 and BPM 8.6

  • 1. 1 © 2017 IBM Corporation IBM Business Process Manager … your journey to Digital Business Automation Oct 2017 Update Allen Chan, IBM Distinguished Engineer Chief Architect, Business Process Management
  • 2. 2 © 2017 IBM Corporation Three expectations are driving the need for automation Employees expect new types of assistance to increase productivity Customers expect a seamless, personalized experience McKinsey, The growth engine: Superior customer service in insurance, 2016 Everyone expects self service [With] the co-existence between human employees and cognitive systems… less experienced employees can perform like seasoned veterans. U.S. auto insurers that provided consistently best-in-class experiences generated 2 to 4x more growth in new business. 73% of consumers say that valuing their time is the most important thing a company can do. CIO, Cognitive automation gives employees the freedom to innovate, 2016 Forrester, Forrester's Top Trends For Customer Service In 2016
  • 3. 3 © 2017 IBM Corporation Yet achieving the right automation outcomes can be challenging Projects take too long to deliver Successes are often not scalable or repeatable Companies too often focus on isolated touchpoints rather than the customer journey Digital customer journeys require a new approach to process automation
  • 4. 4 © 2017 IBM Corporation Digital process automation must enable speed, scale and customer focus … enabled by an extensible framework for innovation and insight One way to accelerate digitization and reduce overall costs is to identify horizontal components, such as BPM layers, that can be shared across all the journeys. 2 … enabled by a platform for rapid delivery & iteration, led by the business 60% of digital leaders run strategy by experimentation through limited releases and prototyping. 1 … to deliver the end-to-end customer journey Measuring satisfaction on customer journeys is 30% more predictive of overall customer satisfaction than measuring happiness for each individual interaction. 3 1) McKinsey, Six building blocks for creating a high-performing digital enterprise, 2016 2) McKinsey, Speed and scale: Unlocking digital value in customer journeys, 2015 3) McKinsey, The three Cs of customer satisfaction: Consistency, consistency, consistency, 2014 Speed Scale Customer focus
  • 5. 5 © 2017 IBM Corporation IBM Digital Process Automation capabilities Define customer journeys and business operations to discover new opportunities for innovation Design, automate and govern business operations to deliver a scalable, consistent customer experience Analyze data and events to augment knowledge work and take the right action at the right time Actionable Insights Collaborative Discovery Business Automation Digital Process Automation
  • 6. 6 © 2017 IBM Corporation IBM Digital Process Automation capabilities • Process discovery • Decision discovery • Process automation • Decision automation • Real-time contextual insights • Intelligent personal assistants Actionable Insights Collaborative Discovery Business Automation Digital Process Automation
  • 7. 7 © 2017 IBM Corporation IBM Business Process Manager (BPM) Orchestrate human and automated process tasks IBM Robotic Process Automation with Automation Anywhere Automate human tasks IBM Operational Decision Manager (ODM) Automate business logic Actionable Insights Business Automation Digital Process Automation Collaborative Discovery Business Automation Actionable Insights Business Automation combining Processes, Decisions and Robots
  • 8. 8 © 2017 IBM Corporation Digital Business Automation enables different tasks for different needs Choosing between robotic automation and system integration: When there is both an existing user interface and an API: • Use RPA for lower effort & quicker implementation • Use system integration for greater flexibility & visibility When there is no existing API: • Use RPA to automate human tasks When there is no existing user interface: • Use system integration for flexibility & visibility
  • 9. 9 © 2017 IBM Corporation IBM Business Process Manager 9 § Comprehensive platform for process design, orchestration and governance § Driving growth and agility by providing total visibility and management of business processes. § Enabling faster time to value and improved user productivity § Highly integrated environment scaling easily from initial project to enterprise-wide program IBM BPM is a process-centric solution for improving and innovating how work gets done. Automated straight-thru processing Procedural, structured tasks & decisions Dynamic, goal-driven work
  • 10. 10 © 2017 IBM Corporation Ordered Sequence of Activities Some Unordered (Ad-hoc) Activities Some Activities with Ordered Steps Unordered Set of Activities Next Step Determined ByProcess Model Knowledge Worker Data Structured Business Objects Unstructured Documents Spectrum of Process Types
  • 11. 11 © 2017 IBM Corporation 11 Continuous Delivery Strategy for IBM BPM Responsive Portal and UX IBM BPM on Cloud Case & Content Integration Federation Server Process Federation Server Web-based authoring Spring 2014 BPM 8.5.5 Spring 2013 BPM 8.5.0 Spring 2015 BPM 8.5.6 Spring 2016 BPM 8.5.7 2Q16 3Q16 4Q16 REST and Open API 1Q17 2Q17 3Q17 Process Analytics RPA
  • 12. 12 © 2017 IBM Corporation 12 Release to Release Continuity From To Version EOS BPM BPM BPM BPM BPM BPM BPM BPM 751x 800x 801x 850x 855 856 857 860 BPM 750 09/2016 Upgrade Yes Yes Yes Yes Yes Yes Yes BPM 751 09/2016 Upgrade Yes Yes Yes Yes Yes Yes Yes BPM 800 09/2017 Upgrade Upgrade Yes Yes Yes Yes Yes BPM 801 09/2017 Upgrade Yes Yes Yes Yes Yes BPM 85X 09/2018 Upgrade Upgrade Upgrade Upgrade Upgrade migration upgrade Moving from 85X to 86 is an in-place upgrade!
  • 13. 13 © 2017 IBM Corporation 13 IBM Business Process Manager Low Code Development & Web Designer Business UX Hybrid Integration & Cognitive BPM on Cloud Process Analytics Robotic Process Automation Java 8 & Performance
  • 14. 14 © 2017 IBM Corporation Process Editor: Support Different Process Patterns 14 Pattern-1 : Process with Ad hoc Activities Pattern-2 : “Structured” Process with Ad hoc Activities Process ends when all required and started activities completed Process ends when sequence flow and ad hoc activities completed 3 Ad Hoc activity types
  • 15. 15 © 2017 IBM Corporation Web Designer : modern web interface 15 CF 2016.12
  • 16. 16 © 2017 IBM Corporation Web Designer 16 library tree automatically closed in edit mode unless it’s pinned CF 2016.12
  • 17. 17 © 2017 IBM Corporation BPD to Process Conversion 17 Once converted, can only be edited in Web PD. Can rollback to previous snapshot. Best practice: convert your toolkit 1st and otherwise you will see validation error with mixed BPD & Process Both Process and BPD run in the same process engine. CF 2016.12
  • 18. 18 © 2017 IBM Corporation Artifact Usage Discovery in Process Designer • Added missing eclipse Process Designer Where Used feature • Use the new web Process Designer References feature to view • Used to code change impact analysis • Referenced By • Artifacts in the current process application that use a particular library item • Equivalent to “Where Used” • References • Artifacts that the library item uses • New feature not available in eclipse PD • Scope: Process App and all Toolkit that it includes Where Used in eclipse PD New References view in web PD CF 2017.06
  • 19. 19 © 2017 IBM Corporation Artifact Usage Discovery in Process Designer References View Click to display References View CBO Process is referenced by Main CBO Process (used as linked subporcess) CBO Process references Watson Dialog located in Watson Services Integration Toolkit (used as task implementation) Click to refresh References View CF 2017.06
  • 20. 20 © 2017 IBM Corporation 20 IBM Business Process Manager Low Code Development & Web Designer Business UX Hybrid Integration & Cognitive BPM on Cloud Process Analytics Robotic Process Automation Java 8 & Performance
  • 21. 21 © 2017 IBM Corporation New BPM UI Toolkit • BPM UI Toolkit • Based on the controls within the SPARK UI toolkit. • It is the default toolkit for building coaches (Web PD tools have been updated accordingly. • Customers using the SPARK UI toolkit can upgrade to the BPM UI toolkit, by simply updating the SPARK toolkit version (this will automatically switch the SPARK UI controls to the BPM UI controls) • Responsive Coaches Toolkit • Deprecated • Looking into providing conversion support • Content Management Toolkit • For now it does not include the SPARK document controls (use the controls from Content Management Toolkit) • Looking into new set of document controls that combine the best the IBM document controls and the SPARK document controls. New! CF 2017.06
  • 22. 22 © 2017 IBM Corporation 80+ Controls in the New BMP UI Toolkit § Ultra-lightweight & library independent (HTML5/CSS3) § Does not use Dojo, AJAX, RWD, jQuery, or AngularJS § Can accelerate developer productivity up to 4 times compared with BPM native controls § Fully responsive controls for multiple form factors § Mobile specific capabilities, including maps and QR code § Charting controls with drill down § Mobile ready document controls with drag & drop & camera support CF 2017.06
  • 23. 23 © 2017 IBM Corporation Easy UI creation from Business Objects When creating new CSHS from Process Editor the selected BO are used to create a Coach with UI controls from the BPM UI Toolkit Dragging and drooping a BO to deign surface in Coach View Editor creates BPM UI Toolkit controls that correspond to an element in the BO CF 2017.06
  • 24. 24 © 2017 IBM Corporation Improved Runtime Performance 10 sec 55 sec Scenario Measured: Initial Load Time Test Scenario: Coach contains 20 tables, 1 row per table each, 101 columns per row Unresponsive script warning Disclaimer: performance was measured with an IBM test case in a controlled environment CF 2017.06
  • 25. 25 © 2017 IBM Corporation BPM UI Toolkit Theme Update • BPM Theme was updated to include support for the SPARK controls (now BPM UI controls) • Also we include the SPARK UI Theme to accommodate customers migrating from SPARK Toolkit to BPM UI Toolkit • Theme from older releases will be migrated when opened with Theme Editor CF 2017.06
  • 26. 26 © 2017 IBM Corporation Theme Editor Usability Enhancements To make finding a control easier, Coach Views are divided into categories You can now click a link to take you to the actual setting you want to edit CF 2017.06
  • 27. 27 © 2017 IBM Corporation Discover BPM UI Sample • New process application to help learning how to use new BPM UI controls • Contains collection of Human Services and Coach Views • Code examples showcasing common usage scenarios and design patterns CF 2017.06
  • 28. 28 © 2017 IBM Corporation Coach View Performance Design Guardrails • Coach and Coach View Editor provides real-time guidance “guardrails” about potential run time performance issues • As you are building the Coach Views or Coaches on-the-fly analysis is done, and the results are displayed in the Static Analysis section of the coach layout palette. • Shows Coach Views that have repeating elements • High number of Coach Views of warning • 0-50 view instances is low, 50-500 is moderate, >500 is high CF 2017.06
  • 29. 29 © 2017 IBM Corporation New Static Analysis Section Use CF 2016.12 feature to disable WYSIWYG when authoring Coaches with very large number of Coach Views! Static Analysis Section • Showa repeating contents Coach Views • Displays “High number of Coach Views ‘ alert Detailed analysis for repeating content controls CF 2017.06
  • 30. 30 © 2017 IBM Corporation UI runtime performance statistics • New Performance Monitor analyzes runtime performance of Human Services • Simple to enable in browser debugger • Shows load time for Coaches and Services in Human Service • Will not show services timing with Heritage Human Services • Shows load time for Coach Views inside Coaches Launch Browser debugger and in console view type: localStorage["CoachPerformanceMonitor"] = true; Click Performance Monitor icon to show the runtime statistics CF 2017.06
  • 31. 31 © 2017 IBM Corporation UI runtime performance statistics For all Coach Views it shows: • Coach View counts • Time in lifecycle events • Time in event handlers Shows execution time of all services in CSHS before reaching a Coach Coach contains a custom Coach View bound to a list with 100 items (100 Coach Views) Each Custom Coach View contains 6 atomic Coach Views CF 2017.06
  • 32. 32 © 2017 IBM Corporation Process Portal Performance - Architecture Changes BPM CF 2017.03 BPM 8.5.7 CF 2017.06 & BPM 8.6 Portal CSHS Portal Coach Work CSHS Work Coach CSHS window/frame Coach frame Portal Coach Coach View (CV) Work CV Work CV Action Bar CV Action Bar CV Launch CV Launch CV Context CV Context CV § Removed 1 iframe, 1 dojo instance, 1 CSHS instance § Only Process Portal Toolkit implementation and runtime changes – Customers that modified BPM Process Portal do not need to change their code CF 2017.06
  • 33. 33 © 2017 IBM Corporation 33 IBM Business Process Manager Low Code Development & Web Designer Business UX Hybrid Integration & Cognitive BPM on Cloud Process Analytics Robotic Process Automation Java 8 & Performance
  • 34. 34 © 2017 IBM Corporation 34 Cognitive Systems meet Business Operations Understands Natural Language Watson can read and understand millions of documents. Generates and Evaluates Watson searches, extracts candidate recommendations scores and ranks decisions Learns and Adapts Trained by experts Watson and Me Understands and engages me Learns and improves over time Helps me discover Establishes trust Has endless capacity for insight Operates in a timely fashion Watson: A Cognitive SystemSmarter Process: Workflows & Business Rules Generates and Evaluates Model how systems and people work together to accomplish work Automate workflows and decisions Measure Outcomes Understand Business Context to Drive Outcomes
  • 35. 35 © 2017 IBM Corporation Solution examples for Cognitive Business Operations Watson Services Route work automatically Classify, prioritize and route work to people & processes Assist employees with process tasks Augment knowledge workers with relevant content and cognitive insight Intelligently automate self service Use self-learning bots to gather data for process interactions Analyze images to improve operations Assess objects, scenes and people in the context of your process
  • 36. 36 © 2017 IBM Corporation Solution examples for Cognitive Business Operations Self-improving Processes Leverage cognitive services to do better routing (without humans in all cases), but then, constantly analyze and improve the accuracy of those services Dynamic Rule Discovery Use machine learning models to analyze trends in historical processes and provide data scientist controlled updates to models. Consider structural changes to processes that improve the process for its participants and the business
  • 37. 37 © 2017 IBM Corporation Emails Complaints / Inquiry / Address Change / Other Bluemix App Watson NLC Rule based decision decides which business process to kick off based on email classification Route work automatically Case Process for complaints ODM Decision Human process for inquiry Process for address change BPM or BPMoC Train Classifier to categorize emails into 4 classifications - Complaints / Address Change / Inquiry / Other REST API Watson assists with triage of emails
  • 38. 38 © 2017 IBM Corporation Challenge To handle over $500 billion of documentary trade for customers every year, must manually review and process up to 100 million pages of documents Solution IBM Datacap Insight Edition identifies, digitizes and extracts key data within documents to accelerate the bank’s transaction processes that rely on these documents Results • Increased productivity by reducing manual entry • Streamlined process by eliminating paper processes • Increased accuracy by eliminating human errors Trade Finance Industry Accelerator HSBC Success Story using Cognitive Capture Copyright 2017 IBM Corporation 38 http://www-03.ibm.com/press/us/en/pressrelease/52978.wss
  • 39. 39 © 2017 IBM Corporation Blockchain and BPM: Multi-party choreographies via Blockchain-connected BPM processes … to distributed ledger … … with BPM processes for each party (here: the dealer) Learn about IBM BPM and Blockchain in developerWorks https://www.ibm.com/developerworks/library/mw-1705-auberger-bluemix/1705-auberger.html 39
  • 40. 40 © 2017 IBM Corporation IBM BPM Product Insights (Bluemix) Integration • Registration and usage only • IBM BPM now available for registration in Bluemix • Requires configuration steps in BPM CF 2017.06
  • 41. 41 © 2017 IBM Corporation IBM BPM Product Insights – Sample Dashboard One registered product Usage – Started BPD Instances Show all App Cluster members
  • 42. 42 © 2017 IBM Corporation IBM Product Insights – BPM Usage Metrics
  • 43. 43 © 2017 IBM Corporation 43 IBM Business Process Manager Low Code Development & Web Designer Business UX Hybrid Integration & Cognitive BPM on Cloud Process Analytics Robotic Process Automation Java 8 & Performance
  • 44. 44 © 2017 IBM Corporation New BPM on Cloud Express • A new low-cost entry point for BPM on Cloud • Buyer profile and requirements: • Looking to get started with first BPM project • Cost is a factor in selecting a solution (e.g. limited budget) • Prefers cloud based solutions • BPM Standard capabilities • Small project with less than 25 users • Non-mission critical processes with lower SLA • No requirements for additional environments • Seamless ability to grow up into BPM on Cloud instance • Constraints • Only one BPMoC Express instance per customer • Does not have a BPMoC subscription • Only available in existing BPMoC data centers • Can add Authors up to limit of users • Has IT skills or has a BPM knowledgeable partner to help with implementation 10 – 24 Authorized Users Additional Authors Development Environment Run Environment User Portal Process Server Process Center Single Server Single Server • Single Process Center + Process Server (no HA) • Single DB2 database server (no HADR)
  • 45. 45 © 2017 IBM Corporation BPM and ODM on Cloud is HIPPA Ready • IBM BPM and ODM cloud offerings can now securely handle solutions that involve Protected Health Information (PHI) data. • These offerings have implemented security controls, procedures and practices designed to safeguard PHI • Clients that require HIPAA will ask service providers to sign a Business Associate Addendum (BAA). • IBM is now able to sign a BAA if a client requests. • IBM prefers to use the standard BAA agreement located here • http://www-03.ibm.com/software/sla/sladb.nsf/sla/baa What is HIPAA? The Health Insurance Portability and Accountability Act of 1996 (HIPAA) is a legislation in the United States that provides data privacy and security provisions for safeguarding medical information. The HIPAA Privacy Rule applies to organizations, referred to as covered entities, which manage Protected Health Information (PHI). These covered entities include many types of companies, such as insurance, health plan providers, healthcare clearinghouses and healthcare providers. In addition, the HIPAA Privacy Rule requires covered entities that work with service providers that may be involved in managing or storing PHI to ensure they also follow the same HIPAA requirements to safeguard PHI.
  • 46. 46 © 2017 IBM Corporation 46 IBM Business Process Manager Low Code Development & Web Designer Business UX Hybrid Integration & Cognitive BPM on Cloud Process Analytics Robotic Process Automation Java 8 & Performance
  • 47. 47 © 2017 IBM Corporation BPM can stream process events to elasticsearch to enable self service reporting using Kibana • BPM was enhanced to make event streaming via DEF faster • DEF Connector for converting and streaming BPM events • Kibana configuration documentation • Sample code of Kibana based BPM Operational Dashboards IBM BPM Analytics BPM Dynamic Event Framework TECHNOLOGY PREVIEW CF 2017.09 (8.6)
  • 48. 48 © 2017 IBM Corporation IBM BPM Analytics Architecture Raw Event Types Combined Types Activity Event Process Event Activity Summary Process Summary Business Data Transform Process Engine JMS Business Events Dynamic Event Framework Def Event (xml) Connector MDB ES Event (JSON) Event Emitter - Receives tracking events from DEF and transforms to JSON Kibana Dashboards EventSummaryAgent.tar - monitors the new events added in the configured elasticsearch index and generates summary events. Process Server CF 2017.09 (8.6)
  • 49. 49 © 2017 IBM Corporation IBM BPM Analytics Process Designer Considerations Do not need to enable monitor or update tracking definitions Recommended to turn off PDW See: https://developer.ibm.com/answers/questions/167196/disabling-tracking-data-generation-for-a-process-s.html Must track process variables to build custom KPI CF 2017.09 (8.6)
  • 50. 50 © 2017 IBM Corporation Kibana Dashboards in BPM Process Portal CF 2017.09 (8.6)
  • 51. 51 © 2017 IBM Corporation Kibana Dashboards in BPM Process Portal CF 2017.09 (8.6)
  • 52. 52 © 2017 IBM Corporation Kibana Dashboards in BPM Process Portal CF 2017.09 (8.6)
  • 53. 53 © 2017 IBM Corporation Install BPM Analytics Technology Preview • Install BPM 8.6 • Download add-ons from: https://github.com/ibmbpm/bpm_analytics • Contents: • EventSummaryAgent.tar • Monitors the new events added in the configured Elasticsearch index and then generate summary events • BPMDashboardKibana.zip • Contains five Kibana dashboards • IBM Business Process Manager Analytics.pdf • Install instructions CF 2017.09 (8.6)
  • 54. 54 © 2017 IBM Corporation 54 IBM Business Process Manager Low Code Development & Web Designer Business UX Hybrid Integration & Cognitive BPM on Cloud Process Analytics Robotic Process Automation Java 8 & Performance
  • 55. 55 © 2017 IBM Corporation ROBOTIC PROCESS AUTOMATION (RPA) enables companies to easily automate mundane, repetitive tasks in order to free up employees to perform higher value work RPA ‘bots’ replicate the actions of humans interacting with application user interfaces • No changes to existing interfaces • Reduces swivel chair integration • Efficiently execute high volume work HOW RPA WORKS:
  • 56. 56 © 2017 IBM Corporation Key benefits of Robotic Process Automation Accelerate time to value Create, test and deliver new automations in days or weeks Reduce human error Eliminate copy/paste mistakes introduced by swivel chair integration Increase throughput Fulfill automated tasks in seconds or minutes, round the clock Decrease development costs Develop automations quickly with simple record/playback functions
  • 57. 57 © 2017 IBM Corporation • Front-end automation • Multi-system integration • Democratize automation • Structured data • Enterprise scale • Process and bot task orchestration • Human Task support for Exception processing IBM Robotic Process Automation – What is in the box? Automation Anywhere Enterprise IBM Business Process Management Express Use RPA to automate routine repetitive tasks Use BPM to handle RPA exception processes or RPA Bot orchestration
  • 58. 58 © 2017 IBM Corporation What Capabilities are in IBM RPA with Automation Anywhere? Bot Creators Bot RunnersControl Room Process Developer Process Center Process Server Asset RepositoryAuthoring Environment Runtime Environment Automation Anywhere Enterprise IBM Business Process Management Express
  • 59. 59 © 2017 IBM Corporation • Bot Repository • Bot Scheduler • Version Control • User Management • Role-Based Access • Audit Trail RPA provides tools to create, manage & run bots Create Manage Run Bot Creators Control Room Bot Runners Web apps Desktop apps Record Playback
  • 60. 60 © 2017 IBM Corporation Recorders and Task Editor Create Runnable Bot Scripts Bot authoring options • Smart Recorder - It captures objects from various applications that use different technologies such as html, .Net, WPF, Java, Flex and Silverlight. These are saved as a set of Object Cloning commands. Can locate moved controls. • Screen (Standard) Recorder - Use it to record tasks that need to be run on the same machine in which it is recorded. It records mouse clicks and keyboard operations. • Web Recorder - It understands all web controls. Hence applicable when recording web-only tasks. Can locate moved controls. If the properties of the web controls change, the task can be updated. • Task Editor - Use it to create tasks manually. You can assign relevant actions to the task using the commands provided in the editor. Use it to edit recordings
  • 61. 61 © 2017 IBM Corporation How Smart Recorder records Web actions? • Two things are recorded and replayed when Bot script is executed • Web element identification information to locate the UI element • The action that was performed (i.e. ‘Set Text’)
  • 62. 62 © 2017 IBM Corporation Task Editor Local Variables HelpDebugger Screen Capture View Command Palette Example of a control Structure Runtime delay Desktop application command Error Handlers
  • 63. 63 © 2017 IBM Corporation MetaBots • Examples • Start a Process Instance MetaBot • Input: user credentials, process input parameters and process template name • Claim a Task from BPM Process Portal • Input: task name • Capture critical information form sales orders (pdf) and transfer them to SAP • Input: folder name that contains with sales order files is a building block that encapsulates tasks • Have input and output parameters • Enable reuse • Can be injected in Tasks • Changes in Control Center instance of a MetaBot propagate to all Bots that include it • Authored in MetaBot Designer
  • 64. 64 © 2017 IBM Corporation Robot starts a process Robot becomes smarter Four IBM DPA and RPA Integration Patterns Robot completes a task Process starts a robot TASK PROCESS PROCESS DECISION WATSON
  • 65. 65 © 2017 IBM Corporation Key IBM BPM and RPA Usage Scenarios • Robot does work instead of a person • Robot enables integration with systems that do not have an API • Robot acts as an aid to human work
  • 66. 66 © 2017 IBM Corporation Example – Legacy Core Banking Application Robot does work instead of a person and provides an API to a system that doesn't have one § A swivel-chair task automation - no programming in BPM! § The legacy code banking application does not have API. – RPA is the only choice for automation! Coach provides instructions to knowledge worker how to create account using a legacy desktop-based core banking application
  • 67. 67 © 2017 IBM Corporation Example – Legacy Core Banking Application Robot does work instead of a person and provides an API to a system that doesn't have one
  • 68. 68 © 2017 IBM Corporation Example – Legacy Core Banking Application zzzz…Robot wakes up Robot goes back to sleep when all tasks are completed Robot claims and completes tasks Robot does work instead of a person and provides an API to a system that doesn't have one
  • 69. 69 © 2017 IBM Corporation Example – Legacy Core Banking Application Robot does work instead of a person and provides an API to a system that doesn't have one Robot does what the human is instructed to do… • Faster • Without errors • Without supervision
  • 70. 70 © 2017 IBM Corporation 70 IBM Business Process Manager Low Code Development & Web Designer Business UX Hybrid Integration & Cognitive BPM on Cloud Process Analytics Robotic Process Automation Java 8 & Performance
  • 71. 71 © 2017 IBM Corporation BPM 8.6 support Java 8 ONLY • BPM uses the same Java runtime as the underlying WAS • WAS provides two flavors of Java 8 • Embedded (bundled), which is mutually exclusive with Java 6; Install and migration will use embedded java 8. • Extension package that can be added to any existing WAS 8.5.5.9+ installation. BPM must use the Java 8 extension package for BPM 8.5.x to BPM 8.6 upgrade scenarios • BPM Runtime restricts to use java 8. • Eclipse PD V8.5.7. CF201709 continues to use a Java 7 runtime and is deprecated. • IID 201709 iFix JR58314 switches to use Java7 runtime, and also support Java 8 based server. 71 CF 2017.09 (8.6)
  • 72. 72 © 2017 IBM Corporation 72 BPM 8.6 Performance BPM runtime: • BPM 8.6 is faster than 8.5.x, based on BPD, Ad-hoc/Case and BPEL benchmarks. Web Process Designer: • Significant Coach view modeling improvements for IE and Firefox. • Faster in both in single user and multi-user scenarios. It shows up good response times measured with 100 concurrent users. • Good response in slow networks. (* latency 100ms, bandwith 750kb/s) Process Portal: • Significant improvements for scenarios preloaded with saved searches. • Improvements for Microsoft Edge. Process Analytics/Business Events: • Sending business events for operational intelligence has low impact on BPM servers (~ 10%) • Even lower with Messaging Engine database in a separate fast I/O subsystem CF 2017.09 (8.6)
  • 73. 73 © 2017 IBM Corporation 73 BPM 8.6 Performance Dashboard § Central dashboard to provide information on BPM Database health with regard to BPM performance § Overview of number of BPM artifacts in the system, e.g. § Process Instances, grouped by state § Tasks, grouped by state § Users § Groups by group type, top 10 largest groups § Named/unnamed Process Application and Toolkit snapshots § Orphaned Toolkit snapshots § Environment variables, Exposed process variables, durable messages, ... §Information/Warning on housekeeping activities for each BPM artifact, e.g. § Process Instance / Task creation history charts to correlate past situations of performance degradation § Automatic generation of WSAdmin commands to delete snapshots CF 2017.09 (8.6)
  • 74. 74 © 2017 IBM Corporation Performance Dashboard CF 2017.09 (8.6)
  • 75. 75 © 2017 IBM Corporation 75 Performance Dashboard CF 2017.09 (8.6)
  • 76. 76 © 2017 IBM Corporation 76 IBM Business Process Manager - Summary • Rich business UI with Salient Process SPARK UI toolkit available via reseller • Enhanced coach UI framework and tooling leveraging SPARK technology • Leverage the API economy via REST integration with Open API and API Connect • Product Insights on Bluemix • New Express edition, hybrid entitlement, HIPPA support, and configuration options • Enhanced self-service capabilities • Web-based Process Designer now provides complete end-to-end authoring of process apps • High-volume business events via enhanced Dynamic Event Framework to enable integration with 3rd party big data and analytics • Automate repetitive tasks with Robotic Process Automation • Integrate legacy enterprise systems with no API Low Code Development & Web Designer Business UX Hybrid Integration & Cognitive BPM on Cloud Process Analytics Robotic Process Automation Java 8 & Performance
  • 77. 77 © 2017 IBM Corporation