Flexible Custom Workflows for Banner ERP and the Campus


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BonitaSoft and our partner, Vivantech presented at the Banner User Conference on creating 'Flexible Custom Workflows for Banner ERP and the Campus.' Learn advice and tips on workflow options for BannerERP, and ideas on how to extend other functionalities of ERP with computerized forms.

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  • Talk about experience with newer product implementation?
  • Talk about experience with newer product implementation?
  • Examples:- At USU they looking at adding additional functionality to Banner using external tools that access the Banner database.- At the Stanford School of Engineering they automated their annual employee performance review process, but it does not connect to any other Stanford resources (other than email).- At USC we are writing a recruiting application for hiring new faculty. At the end a new employee must be created in their ERP, but otherwise it has no connection.
  • Examples:- At USU they looking at adding additional functionality to Banner using external tools that access the Banner database.- At the Stanford School of Engineering they automated their annual employee performance review process, but it does not connect to any other Stanford resources (other than email).- At USC we are writing a recruiting application for hiring new faculty. At the end a new employee must be created in their ERP, but otherwise it has no connection.
  • Flexible Custom Workflows for Banner ERP and the Campus

    2. 2. Agenda About Vivantech The Need for Computerized Forms Workflow Options for ERP Types and Challenges Right tool for the right job When to use which type of tool? One of our Go To workflow tools: Bonita BPM About Bonitasoft Two case studies
    3. 3. Vivantech Privately held company founded in 2003, headquartered inSan Diego Over 185 employees in the USA and offshore Multiple geographical locations Technology-consulting provider of open source enterprisesoftware solutions Services include: BPM & ERP implementation & integrations Software Development (Open source, Java, Kuali, Workday,mobility) Strategic Consulting and Project Management SaaS /Cloud Offerings
    4. 4. Vivantech – H.E. & Research Clients
    5. 5. The Need for Computerized FormsPaper forms are time consuming, awkward to routeand often become a source of frustration for userswho have come to expect computerized forms. Inthis session, we‟ll discuss some of the optionsavailable to higher education IT departments sothat they may add web-based forms and workflowsto their offerings economically.
    6. 6. The Need for Computerized FormsIn many IT environments the user base often requestsnew online forms and workflows.Common Goals: Replacement of paper forms Add new screens to ERP Enforce / simplify a human workflow process
    7. 7. The Need for Computerized FormsFrom the IT technologists perspective these newapplications may or may not be seen as part of an existingERP. They may: Extend the functionality of an ERP (ie. new forms) Have nothing to do with an ERP, but need to connect toother IT resources (databases, email, etc.) Need to read limited data from the ERP or add a recordto an ERP, but are not tightly coupled to the ERP.
    8. 8. The Need for Computerized FormsWhat makes up one of these workflow applications? Online data entry forms Workflow engine (state, routing, etc.) Data storage through the life of the workflow User rolls and permissions Simplified access to enterprise resources (email, etc.)For simplicity, I will refer to all of this as a:Workflow Application
    9. 9. Workflow Options for ERPAs IT service providers,what options do wehave?
    10. 10. Workflow Options for ERPOptions for building Workflow Applications include: Extend your ERP – Use the built in tools that come withan existing ERP Best of breed – Write a new program using prebuiltprogramming libraries for workflow, email, security, etc. Turnkey solution – Build the workflow applications insideof a tool that provides workflow, security, web pages,etc.
    11. 11. Right tool for the right job As a company we are technology agnostic We do collect “go to” tools that are: Trusted based on past experience Good for certain situations Our staff has experience, so that can be productivequickly
    12. 12. Right tool for the right jobWhen should you build the new functionality into yourERP? The data and functionality is core to what the ERP if for.AND Your IT staff is efficient at using the ERP‟s tools.
    13. 13. Right tool for the right jobWhen should you use a best-of-breed toolset? Large applicationAND Need for heavy customizationAND Technical staff with deep programming experience andused to building applications from scratch.
    14. 14. Right tool for the right jobWhen should you use a turnkey solution? Numerous small to medium applications Desire to build and maintain them in a consistent way Fastest possible turn around time
    15. 15. Right tool for the right jobBonita BPMis a turnkey solution.It is often our „right tool for the job‟ for workflowapplications.
    16. 16. WHAT WE DO.HOW WE DO IT.• Graphical Studio• Business & Tech collaboration• Processes + Apps + Analytics• Process templatesTHE BENEFITS.• Improved collaboration• Fast IT alignment to business• Easy to update & maintain• Immediate ROIDelivering Business Efficiency by turningProcesses into Applications17
    17. 17. CONNECT.18… to almost any Information System
    18. 18. SOLUTION BENEFITSBusiness Users (process owners)• Build the most productive process for yourdepartment• Quickly discover bottlenecks in your process• Process more items with the same headcount• React more quickly with real-time monitoring• Get IT to deliver the system you expected19
    19. 19. SOLUTION BENEFITSTechnical Users• Easily capture business requirements• Quickly deploy web based applications for theEnd Users• Quickly connect End Users to other systems• Monitor the performance of the application toensure no loss of productivity• Prove technical value through increaseddepartment productivity20
    20. 20. SOLUTION BENEFITSEnd-Users• Better prioritize which task(s) need to becompleted first• More quickly complete the tasks assigned to them• Gain a better understanding of what has beencompleted during the process• Collaborate with other users to more quicklycomplete the process21
    21. 21. 22COMMERCIAL OFFERINGSWe support your projects and accelerate their success• Professional Services- Training- Certification in development and administration- Consulting: On-Site or Remote• Annual Subscription Pack (SP)- Gold or Platinum Technical Support- Features to facilitate collaboration, speed development, aidtesting and deployment
    22. 22. Example Bonita PBM Projects Case Study No. 1Design and Implementation of Performance AppraisalAutomated System using Bonita BPM for a privateresearch institution, completed in May 2012 Case Study No. 2Design and Implementation of Salary Offset Solutionusing Bonita BPM for private research institution,completed in September 2011
    23. 23. Case Study 1: Stanford UniversityPerformance Appraisal Automated SystemFeatures: HR Initiates workflows for hundreds of staff with a singlebutton click. Email notification to staff and managers as they receivetasks. Appraisal forms generated as PDFs and attached toemails. Timers send reminders for tasks not completed on time. Timers force the workflows forward when deadlines arereached.
    24. 24. Case Study 1: Supporting ArtifactsAdvanced Workflow
    25. 25. Case Study 1: Supporting Artifacts… continued Timers Send reminder Force to next step atdeadline Script tasks Email step
    26. 26. Case Study 1: Supporting Artifacts… continuedEmail Connection infofrom config file Hard codedFROM field Dynamic TOand Body
    27. 27. Case Study #2: Stanford UniversitySalary Offset SolutionFeatures: Reusable sub-workflow allows everyone to reuse thesame edit screens. Complex data entry grid Complex programming logic in Java PDF reports sent by email
    28. 28. Case Study #2: Supporting Artifacts
    29. 29. Case Study #2: Supporting Artifacts…continuedSub-workflows allow the screens and tasks to be reusedin the same or different workflows.
    30. 30. Case Study #2: Supporting Artifacts…continuedAdvanced screen controls (numbers only fields, dates,etc.)
    31. 31. Case Study #2: Supporting Artifacts…continuedJava programs can be developed in Eclipse and loaded intoBonita.
    32. 32. Case Study #2: Supporting Artifacts…continuedPDF Reports Complex grids ofdata Attached toemails Also, saved ondisk for archive
    33. 33. Vivantech ServicesVivantech offers a wide range of IT services forHigher Education. User Experience Design Mobile Application Development A Full Quality Assurance Department In House Support Cloud Hosting
    34. 34. User Experience Design Roles Product Manager UX Architect System Architect Phases Discovery Design Development Support
    35. 35. UX Design: Pen & Paper Mockups
    36. 36. UX Design: Digitized
    37. 37. Mobile ApplicationsOur Mobility Framework for theEnterprise: Generic mobilityframework Cross-platform Web-centric Native look and feel Rapid development usingsame technology Project member
    38. 38. Quality Assurance & Testing Dedicated QA department Types of testing offered: data, functional,unit, integration, system, compatibility,regression, user acceptance Automation (for regression testing): In-house framework Open source Best of breed Performance testing via scripting
    39. 39. Deployment Optionsvs.The CloudIn-house Hosting
    40. 40. Deployment Options: In-house Benefits: In-house knowledge and tools Reuse of existing physical resources More control over hardware More control over physical security
    41. 41. Deployment Options: The Cloud Benefits: Elasticity Reusable components mean lower developmentcost and shorter development time Horizontal and vertical scalability No investment in physical hardware No staff or training required for systemmaintenance Economies of scale => Savings