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Enterprise
Class
Process
Automation
& Management
Platform
Agenda
 Introduction…………………………………….
 Business Architecture…………………….......
 Technical Architecture………………………..
 Underlying Technology……………………….
 Process Modeling Studio…………………….
 Business Control
Center…………….............
 Process Policy Management………………..
 Business Process Execution ………………
 Report Builder…………….…………………..
 Process Scheduler……………………………
 Administrator………………………………….
 Mobile Interface………………………………
 Question and Answer………………………..
Covered
Topics
Introducti
on
It is highly enriched with all requisite features to
automate various sorts of business processes.
 Smoothly Automating simple as well as
Critical/Complex/Unstructured/Case business
processes.
 Rule Task, Business Rules and Decision Matrix
to drive Complex Calculation of decision.
 Monitor every aspect of business processes
using benchmarking, criticality calculation,
quality assurance methods.
 Manage and Monitor ad-hoc work in addition to
Structured Business Process execution.
Comprehensive BPM
Platform, built on
true enterprise class
architecture &
technology
Business
Architecture
Technical
Architecture
bpmEdge
Portal
Mobile
Client
bpmEdge
Process Engine
Business
Component
(EJB)
Business
Component
(Spring)
Oracle/MySQL/PostgreSQL
Modelling
Studio
Modelling
Studio
Business Control
Centre
Let you monitor performance of business processes
Let you define benchmarking on process level or
activity level, monitor the same in built in
reports,
Completion Time of an Activity of a Process
Instance
The entire Execution Time limit of a
process instance
Activities within a process must be
completed within a given time
And, day since the start of the process
Benchmarking
Let you define criticality factor on a
activity,
 It’s a numerical measure for the overall
urgency of an activity.
 Formulas can be specified to model change
in criticality value over time.
 Provides feature to calculate the activity
criticality periodically and present
interactive work items to the users, in the
order of criticality.
Criticality
Let you easily configure quality check in the
process,
 Provides the option to mark interactive
activities for quality assurance.
 Quality assurance criteria is specified for
such activities
 Quality filtered activity to be reviewed by
a Quality Team
 Corrected Activity move to flow
 Rejected Activity goes back to original
performer
Quality Check
Information about Process
Instance,
◦ Overview of the Process Instance
◦ Descriptors as defined in Process Model
◦ View all the information about instance,
Linked Processes
Tree of Activities in a Specific Process
Managing Process Documents
Process Participants
Resource
Availability
Lists all roles, the entries
(activity instances) assigned to
this role and the users assigned
to the role (logged-in and
total). Sanjeev Gupta
Ramesh Jogi
Riya Agrawal
Role Assignment
Team members and their
according roles.
Total logged-in time according
to the team members.
Sanjeev Gupta
Ramesh Jogi
Riya Agrawal
Ramesh Jogi
Logged-in
Riya Agrawal
Duration Bars
• A bar for each element indicates a process instance
and activity instance status.
• Based on the selected legend, the color of duration
bar is determined
A tree shows the process instance hierarchy.
Gantt Chart (Process
Instance)
Status of all instances of activities in a process definition
cumulated as traffic lights/process definition
Traffic Lights
• Supports a top-level value chain of the activities which
represent complex sub processes.
• Displays graphical traffic of Processes and Activities based
on a benchmark, if specified.
• It also displays traffic of completed and aborted processes
and activities.
The Pending Activities view gives an overview
of all open activities according to
participants.
StrandedActivities
The Stranded Activities view displays activities
and default case activities that are stranded
because their performers have been
invalidated
Monitor Activities
StatusPendingActivities
Completed Activities
The Completed Activities View gives an
overview of all completed activities.
Monitor Status of
Activities
A
C
A
Monitor Status of
ActivitiesPostponed Activities
• Total Count- displays total number of
postponed activity instances. If the count is
greater than zero, you can click on the
number to open the details of an activity.
• Duration- shows average duration of the
postponed activities (the time when it was
started until now) in days, hours, minutes
and seconds.
• Duration Exceeded- displays number of
postponed activity instances with
exceeded duration
Sanjeev
Gupta
Riya Agrawal
Ramesh Jogi
Deputy Management
Provides an option to transfer authorizations
and workflow tasks to another user who will
be in charge of performing these tasks for a
limited time.
Sanjeev Gupta
Prakash Gupta
Ramesh Jogi
Raju Mishra
Riya Agrawal
Ramesh Jogi
Raju Mishra
Performance of
Participants
Use of Resource Performance provides
information about,
• Average processing time,
• Wait time
• And, Status of processes performed by a
specified role or organization
An overview over all activities completed
by members belonging to the same
team as the logged-in user
Team Member
Activities
Ramesh Jogi
Raju Mishra
Policy/Rule
Management
Configur
e
Business
Policy
POLICY MANAGER
Authorin
g
Business
Rules
Publish
Business
Rules
Process Execution
Cockpit
POLICY MANAGER
Drive
your
Business
Process
Supported
Activity
Operation
s
 Completing
 Suspending
 Delegating
 Aborting
 Relocating
 Assembly Line Mode
 Resubmitting
 Customizing the Behavior for Retrieving the Next Activity
 Executing Quality Assurance
Supported
Processes
Mechanics
 Aborting Process Instances
 Aborting a Process and Starting a new Instance
 Aborting and Joining Processes
 Spawning Processes
 Grouping Root Process Instances under a new Case Process
 Viewing and Editing Case Process Details
 Searching for related Processes or Cases
 Recovering Process Instances
 Modifying Process Priorities
Real time
Chat
 The bpmEdge Portal provides real time interactive
collaboration within the context of a process instance.
 Participants can communicate in the familiar chat format
and can concurrently review process instance artifacts in
the Portal.
 As the chat progresses, each message is added to the chat
transcript, which is saved as a process attachment in the
current context.
 Links to documents may be sent to all chat session
participants, who may then choose to open the
documents by clicking the links.
Ramesh Jogi
Raju Mishra
Prakash Gupta
Notes
In the Notes View, option to view
details and content about
existing notes is provided.
The chief features of Notes are,
 Invoking Notes from the Activity
Execution View Toolbar
 Invoking Notes from Action Columns
in Tables
 Using the Notes View
◦ Notes List
◦ Adding a New Note
◦ Viewing Existing Notes
Ramesh Jogi
Ramesh Jogi
Ad-hoc Report
Builder
POLICY MANAGER
Ad-hoc
Report
Builder
Generate simple or complex
Ad-hoc reports using wizard
from process instance and
activity instance business
data. You can schedule the
report delivery on scheduled
basis either one time or on
recurring basis.
Report
Builder
Managing
Reports
A report definition tree is maintained for,
 Private
 Public
 Administrator Report Definitions
 Role/organization specific reports.
 Download
 Upload
 Security Setting
Reports Operations
 Creating a Subfolder
 Renaming Reports and Report Definitions
 Versioning Reports
 Downloading Reports
 Uploading existing Reports
 Uploading new Report Versions
 Deleting Reports and Report Definitions
 Security Settings
Process Scheduler
POLICY MANAGER
Process
Scheduler
The process scheduler is
used to schedule various
processes on calendar as
single event or recurring
event.
Process
AdministrationIt provides performer management, process
history of all process instances,
activity instances, criticality manager,
audit logs, database clean up.
POLICY MANAGER
Administration
User
Management
Ramesh Jogi
POLICY MANAGER
Administration
Role
Management
POLICY MANAGER
Administration
Process
Control
POLICY MANAGER
Administration
Process logs
Mobile
AccessibilityMobile
Responsiv
e
Interface
Mobility
Interface
The features include support for-
 Attaching images taken using the mobile
device camera to Processes.
 Adding Process Notes using the built in
Microphone including speech to text
conversion.
 Sending E-mail to workflow participants
directly from mobile devices.
 GPS - to store coordinates as process
data, e.g. to get location information
to bind department data
sales@pericent.com
Call : +91-9828601555

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bpmEdge - Enterprise Process Automation Ecosystem

  • 2. Agenda  Introduction…………………………………….  Business Architecture…………………….......  Technical Architecture………………………..  Underlying Technology……………………….  Process Modeling Studio…………………….  Business Control Center…………….............  Process Policy Management………………..  Business Process Execution ………………  Report Builder…………….…………………..  Process Scheduler……………………………  Administrator………………………………….  Mobile Interface………………………………  Question and Answer……………………….. Covered Topics
  • 3. Introducti on It is highly enriched with all requisite features to automate various sorts of business processes.  Smoothly Automating simple as well as Critical/Complex/Unstructured/Case business processes.  Rule Task, Business Rules and Decision Matrix to drive Complex Calculation of decision.  Monitor every aspect of business processes using benchmarking, criticality calculation, quality assurance methods.  Manage and Monitor ad-hoc work in addition to Structured Business Process execution. Comprehensive BPM Platform, built on true enterprise class architecture & technology
  • 8. Business Control Centre Let you monitor performance of business processes
  • 9. Let you define benchmarking on process level or activity level, monitor the same in built in reports, Completion Time of an Activity of a Process Instance The entire Execution Time limit of a process instance Activities within a process must be completed within a given time And, day since the start of the process Benchmarking
  • 10. Let you define criticality factor on a activity,  It’s a numerical measure for the overall urgency of an activity.  Formulas can be specified to model change in criticality value over time.  Provides feature to calculate the activity criticality periodically and present interactive work items to the users, in the order of criticality. Criticality
  • 11. Let you easily configure quality check in the process,  Provides the option to mark interactive activities for quality assurance.  Quality assurance criteria is specified for such activities  Quality filtered activity to be reviewed by a Quality Team  Corrected Activity move to flow  Rejected Activity goes back to original performer Quality Check
  • 12. Information about Process Instance, ◦ Overview of the Process Instance ◦ Descriptors as defined in Process Model ◦ View all the information about instance, Linked Processes Tree of Activities in a Specific Process Managing Process Documents Process Participants
  • 13. Resource Availability Lists all roles, the entries (activity instances) assigned to this role and the users assigned to the role (logged-in and total). Sanjeev Gupta Ramesh Jogi Riya Agrawal
  • 14. Role Assignment Team members and their according roles. Total logged-in time according to the team members. Sanjeev Gupta Ramesh Jogi Riya Agrawal Ramesh Jogi Logged-in Riya Agrawal
  • 15. Duration Bars • A bar for each element indicates a process instance and activity instance status. • Based on the selected legend, the color of duration bar is determined A tree shows the process instance hierarchy. Gantt Chart (Process Instance)
  • 16. Status of all instances of activities in a process definition cumulated as traffic lights/process definition Traffic Lights • Supports a top-level value chain of the activities which represent complex sub processes. • Displays graphical traffic of Processes and Activities based on a benchmark, if specified. • It also displays traffic of completed and aborted processes and activities.
  • 17. The Pending Activities view gives an overview of all open activities according to participants. StrandedActivities The Stranded Activities view displays activities and default case activities that are stranded because their performers have been invalidated Monitor Activities StatusPendingActivities
  • 18. Completed Activities The Completed Activities View gives an overview of all completed activities. Monitor Status of Activities A C A
  • 19. Monitor Status of ActivitiesPostponed Activities • Total Count- displays total number of postponed activity instances. If the count is greater than zero, you can click on the number to open the details of an activity. • Duration- shows average duration of the postponed activities (the time when it was started until now) in days, hours, minutes and seconds. • Duration Exceeded- displays number of postponed activity instances with exceeded duration Sanjeev Gupta Riya Agrawal Ramesh Jogi
  • 20. Deputy Management Provides an option to transfer authorizations and workflow tasks to another user who will be in charge of performing these tasks for a limited time. Sanjeev Gupta Prakash Gupta Ramesh Jogi Raju Mishra Riya Agrawal Ramesh Jogi Raju Mishra
  • 21. Performance of Participants Use of Resource Performance provides information about, • Average processing time, • Wait time • And, Status of processes performed by a specified role or organization
  • 22. An overview over all activities completed by members belonging to the same team as the logged-in user Team Member Activities Ramesh Jogi Raju Mishra
  • 29. Supported Activity Operation s  Completing  Suspending  Delegating  Aborting  Relocating  Assembly Line Mode  Resubmitting  Customizing the Behavior for Retrieving the Next Activity  Executing Quality Assurance
  • 30. Supported Processes Mechanics  Aborting Process Instances  Aborting a Process and Starting a new Instance  Aborting and Joining Processes  Spawning Processes  Grouping Root Process Instances under a new Case Process  Viewing and Editing Case Process Details  Searching for related Processes or Cases  Recovering Process Instances  Modifying Process Priorities
  • 31. Real time Chat  The bpmEdge Portal provides real time interactive collaboration within the context of a process instance.  Participants can communicate in the familiar chat format and can concurrently review process instance artifacts in the Portal.  As the chat progresses, each message is added to the chat transcript, which is saved as a process attachment in the current context.  Links to documents may be sent to all chat session participants, who may then choose to open the documents by clicking the links. Ramesh Jogi Raju Mishra Prakash Gupta
  • 32. Notes In the Notes View, option to view details and content about existing notes is provided. The chief features of Notes are,  Invoking Notes from the Activity Execution View Toolbar  Invoking Notes from Action Columns in Tables  Using the Notes View ◦ Notes List ◦ Adding a New Note ◦ Viewing Existing Notes Ramesh Jogi Ramesh Jogi
  • 34. POLICY MANAGER Ad-hoc Report Builder Generate simple or complex Ad-hoc reports using wizard from process instance and activity instance business data. You can schedule the report delivery on scheduled basis either one time or on recurring basis.
  • 35. Report Builder Managing Reports A report definition tree is maintained for,  Private  Public  Administrator Report Definitions  Role/organization specific reports.  Download  Upload  Security Setting Reports Operations  Creating a Subfolder  Renaming Reports and Report Definitions  Versioning Reports  Downloading Reports  Uploading existing Reports  Uploading new Report Versions  Deleting Reports and Report Definitions  Security Settings
  • 37. POLICY MANAGER Process Scheduler The process scheduler is used to schedule various processes on calendar as single event or recurring event.
  • 38. Process AdministrationIt provides performer management, process history of all process instances, activity instances, criticality manager, audit logs, database clean up.
  • 44. Mobility Interface The features include support for-  Attaching images taken using the mobile device camera to Processes.  Adding Process Notes using the built in Microphone including speech to text conversion.  Sending E-mail to workflow participants directly from mobile devices.  GPS - to store coordinates as process data, e.g. to get location information to bind department data