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Design your own BPM Program Strategy with Alfresco Process Services

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This session is aimed to show how to design your process strategy following international best practices (ISO and AIIM) using the futuristic Alfresco Process Services Platform.

We will see how to survive to the requirements gathering caos in order to avoid the typical issues when you start to implement a new BPM platform.

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Design your own BPM Program Strategy with Alfresco Process Services

  1. 1. Design your own BPM Program Strategy with Alfresco Process Services Piergiorgio Lucidi
  2. 2. Learn. Connect. Collaborate. Agenda • BPM Program Strategy • Alfresco Process Services Demo • Q/A
  3. 3. Learn. Connect. Collaborate. Piergiorgio Lucidi Chief Technology Evangelist / EIM Specialist @ TAI Solutions Alfresco Certified Instructor / Engineer / Administrator Alfresco Forum Moderator / Community Star (OpenPJ) Member @ The Apache Software Foundation Member of Technical Advisory Group @ Microsoft Reviewer of toolkits and white papers @ AIIM Author and Technical Reviewer @ Packt Publishing Project Leader / Committer @ JBoss Community
  4. 4. BPM Program Strategy
  5. 5. Learn. Connect. Collaborate. International Standards and Best Practices • Guidelines written by experts around the world • Focused to approach in the right way any kind of project
  6. 6. Learn. Connect. Collaborate. International Standards and Best Practices Don’t reinvent the wheel Trust in statistics Avoid PoC without a vision People around the world has huge experience on critical projects Issues are always the same Coding without context hurts Code is easy, people are hard
  7. 7. Learn. Connect. Collaborate. International Standards and Best Practices - Why? Source: AIIM ECM Survey
  8. 8. Learn. Connect. Collaborate. ECM Standards Program Committees • Trustworthy Document Management Integrity and Assessment Technologies and Practices (Working Group 2) • Content/Records Management Design/Implementation Guidelines (Working Group 11) • ECM Reviewers Group - Toolkits / White papers
  9. 9. Learn. Connect. Collaborate. BPM Program Strategy - Avoiding chaos Project Vision Stakeholder Views Technology adoption Training Design and decide together with the client which critical functional area must be covered in the first release Talk and work together with all the involved stakeholders Identify Champions Integrations / constraints exist for the new infrastructure Any customer should have internal skills to understand the value of the new platform
  10. 10. Learn. Connect. Collaborate. MIKE2 Open Source Methodology
  11. 11. Learn. Connect. Collaborate. BPM Program Strategy • Set of documents describing the overall Vision • Based on International Standards and Best Practices • Smart gathering requirements approach
  12. 12. Learn. Connect. Collaborate. BPM Program Strategy Contents • Guidelines tailored for the domain of interest • Company requirements template • Stakeholders requirements template • Current and Future state • UX • Migration • Integrations
  13. 13. Learn. Connect. Collaborate. BPM Program Strategy Suggested phases 1. Management participation 2. Assessment 3. Technology identification 4. Solution development 5. Solution rollout 6. Training / Evolution / Maintenance
  14. 14. Learn. Connect. Collaborate. Phase 1 - Management participation • Business Strategy • Metrics and KPIs • Current state • Organizational Change Strategy • Technology Strategy -> Open? :D • Identify Champions
  15. 15. Learn. Connect. Collaborate. Phase 2 - Assessment • Iterative approach • Stakeholder views • Gap analysis • Project scope
  16. 16. Learn. Connect. Collaborate. Phase 3 - Technology identification • Solution selection • Evaluation -> Shortlist • Integrations provided • Customizations / Effort • Internal skills (!!!)
  17. 17. Learn. Connect. Collaborate. Phase 4 - Solution design • Iterative PoC approach • Identity Management • Process modeling • Form modeling • Data modeling • Custom RESTful APIs • Applications • Unit and integration tests • Analytics • Integrations
  18. 18. Learn. Connect. Collaborate. Identity Management Identity Access Management Supported scenarios • Internal database • LDAP / Active Directory • External authentication with OAuth2 • Impersonation • Extensions framework
  19. 19. Learn. Connect. Collaborate. Identity Management OAuth2 with Keycloak
  20. 20. Learn. Connect. Collaborate. Process modeling - Best Practices 4 eyes principle Recovery loop Escalation Significant tasks At least two users have to validate a task Informations should be changed before going forward If nothing happens for a while, a new branch will be taken Any defined task should be significant for the business and decoration should be done using listeners
  21. 21. Learn. Connect. Collaborate. 4 eyes principle
  22. 22. Learn. Connect. Collaborate. Recovery loop
  23. 23. Learn. Connect. Collaborate. Escalation
  24. 24. Learn. Connect. Collaborate. Significant tasks
  25. 25. Learn. Connect. Collaborate. Significant tasks DOH!
  26. 26. Learn. Connect. Collaborate. Listeners
  27. 27. Learn. Connect. Collaborate. Form modeling
  28. 28. Learn. Connect. Collaborate. Custom REST endpoints
  29. 29. Learn. Connect. Collaborate. Data modeling Available features • Entity definition • Database integration • ACS integration • Read and store data model in the process
  30. 30. Learn. Connect. Collaborate. Unit and integration tests Available features • Apache Maven • Spring annotations • Java API
  31. 31. Learn. Connect. Collaborate. Unit tests
  32. 32. Learn. Connect. Collaborate. Unit tests
  33. 33. Learn. Connect. Collaborate. Unit tests
  34. 34. Learn. Connect. Collaborate. Unit tests
  35. 35. Learn. Connect. Collaborate. Unit tests
  36. 36. Learn. Connect. Collaborate. Analytics
  37. 37. Learn. Connect. Collaborate. Integrations
  38. 38. Learn. Connect. Collaborate. Phase 5 - Solution rollout / Documentation • Test • Unit test • Integration tests • Change management procedures • Technical training • User training
  39. 39. Learn. Connect. Collaborate. Phase 6 - Training / Evolution / Maintenance • Training • System administration • Development • Upgrade Strategy • External support • New features plan
  40. 40. Alfresco Process Services - Demo
  41. 41. Q/A
  42. 42. Piergiorgio Lucidi p.lucidi@tai.it @pjlucidi www.open4dev.com Thank you!

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