A Practical Guide To Implementing Smart Process Applications


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From my presentation at Kofax Transform, San Diego, 2014

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A Practical Guide To Implementing Smart Process Applications

  1. 1. Sandy Kemsley l www.column2.com l @skemsley A Practical Guide To Implementing Smart Process Applications Kofax Transform San Diego 2014
  2. 2. What’s In A Smart Process App? Smart Process App Process Mgmt Capture Content Mgmt External Events Rules/ Best Practices User Exper- ience Collab- oration Analytics Copyright Kemsley Design Ltd., 2014
  3. 3. Competing/Complementary Product Categories Content • Capture • ECM • Correspondence mgmt Process • BPM • Case mgmt Analytics • Business intelligence • Realtime analytics User Experience • Social enterprise • Portals Copyright Kemsley Design Ltd., 2014
  4. 4. Phases Of Creating SPAs Planning • Identifying targets • Understanding requirements Designing • Design goals • Core capabilities • Deployment configurability Implementing • Configuration & personalization • Mining for runtime patterns Copyright Kemsley Design Ltd., 2014
  5. 5. Planning: Identifying Targets l Complex knowledge worker environment l Multiple systems required to get job done l Manual workarounds and data transcription l Excessive customization by specialists l Systems can’t respond to changing needs l Inability to replatform to cloud and/or mobile l Insufficient incorporation of best practices l Long training time l High error rates and compliance risk l No predictions/recommendations Copyright Kemsley Design Ltd., 2014
  6. 6. Planning: Identifying Targets Copyright Kemsley Design Ltd., 2014 How current issues impact your business Efficiency Accuracy Competitive Advantage Multiple systems required ✔ Manual workarounds required ✔ ✔ Inflexible systems ✔ Lack of cloud/mobile support ✔ ✔ Long training ✔ ✔ High error rates ✔ ✔ No predictive analytics ✔ ✔ ✔
  7. 7. Planning: Understanding Requirements l Structured standard/regulatory processes l Ad hoc tasks/processes l Rules for compliance and best practices l Informational context via content/analytics l Events from external systems/devices l Participants and personas l Internal/external collaboration l Metrics and analytics Copyright Kemsley Design Ltd., 2014
  8. 8. Planning Example: Loan Origination l Predefined processes and rules for compliance l Customer relationship information as context l Ad hoc tasks and on-demand collaboration for exception handling, constrained by declarative rules l Customer as participant with limited functionality l Predictive recommendations based on customer and aggregate loan data Copyright Kemsley Design Ltd., 2014
  9. 9. Planning Example: Loan Origination 9 Customer Information Ad hoc Tasks & Collaboration Predefined Processes Events Compliance Rules Analytics & Recommendations Copyright Kemsley Design Ltd., 2014
  10. 10. Designing: Design Goals l Integrated environment for all functions l Goal: improved work efficiency and automation l Domain knowledge and best practices l Goal: improved work quality l Configuration-only deployment l Goal: rapid deployment, business ownership l Integrated analytics l Goal: improved insights and recommendations Copyright Kemsley Design Ltd., 2014
  11. 11. Designing: SPA Layers Copyright Kemsley Design Ltd., 2014 SPA Platform (Vendor) App A (Vendor) AppA/Instance1 AppAInstance2 App C (Partner) AppC/Instance1 App B (In-house) AppB/Instance1 AppB/Instance2 AppB/Instance3 Configure and deploy Buy and/or build Buy Common InfrastructurePre-existing
  12. 12. Designing: Core Capabilities l Common reusable functions/structures l Data/case models l Organizational models l Pre-defined processes and checklists l Organization-wide rules l Regulatory/compliance requirements l Industry best practices l Auditing and logging l Analytics and reporting infrastructure l Platform support l Cloud and mobile Copyright Kemsley Design Ltd., 2014
  13. 13. Designing: What Can Be Configured During Deployment? l Functionality l Models and templates l Processes l Rules l Participants l Personas and roles l Access control, including mobile l User experience l Branding l Personalization Copyright Kemsley Design Ltd., 2014
  14. 14. Implementing: Configuration l Configured by semi-technical analyst l Guides for instance-specific configuration l Creation of environments for user personas l Creation of templates for standard functions l Personalization by end-user l Layout personalization l Creation and sharing of templates/checklists Copyright Kemsley Design Ltd., 2014
  15. 15. Implementing & Iterating: Mining For Patterns l Audit trail tracks participants and actions l Process and content mining to detect emergent patterns l Identify and integrate common patterns for continuous improvement: l Add to core SPA capabilities l Modify deployment configuration Copyright Kemsley Design Ltd., 2014
  16. 16. Summary: Best Practices l Identify SPA targets to maximize business gains l Exploit capabilities of SPA platform to maximize functionality l Widen the participants to include customers l Integrate and automate where possible l Maximize deployment configurability within best practice guidelines Copyright Kemsley Design Ltd., 2014
  17. 17. Sandy Kemsley Kemsley Design Ltd. email: sandy@kemsleydesign.com blog: www.column2.com twitter: @skemsley Copyright Kemsley Design Ltd., 2014 Slides at www.slideshare.net/skemsley