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Designing Process-Based Applications


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A bit of a technical look at how to design process-based applications (a.k.a. Smart Process Applications): why they are different from traditional structured BPM, and all of the components that you need to consider. Delivered at DST's ADVANCE Forum in London, June 2014.

Published in: Technology, Business
  • Spot on!

    BTW - Peter Fingar and I have written 2 books on this subject:

    - Smart Process Applications: The next breakout business advantage

    - Master your untamed business processes: How to build smart process applications on the Salesforce1 platform

    We also have a new product currently in limited release called Work-Relay which is designed from the ground up to build smart process applications.
    Are you sure you want to  Yes  No
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Designing Process-Based Applications

  1. 1. Sandy Kemsley l l @skemsley Designing Process- Based Applications AWD ADVANCE London 2014
  2. 2. Agenda l What’s in a process-based application? l Capabilities l Platform and application layers l Targets for process-based applications l Knowledge work l Expected benefits l Designing for agility l Exploiting platform capabilities l Configuration, not customization Copyright Kemsley Design Ltd., 2014
  3. 3. What’s In A Process Application? Process App Process Mgmt Capture Content Mgmt External Events Rules/ Best Practices User Exper- ience Collab- oration Analytics Copyright Kemsley Design Ltd., 2014
  4. 4. Combining Integrated Components 4 Customer Information Ad hoc Tasks & Collaboration Predefined Processes Events Compliance & Rules Analytics & Recommendations Copyright Kemsley Design Ltd., 2014
  5. 5. 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
  6. 6. Designing For Agile Delivery Copyright Kemsley Design Ltd., 2014 Process App 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
  7. 7. Process Application 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
  8. 8. Process Application 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 ✔ ✔ ✔
  9. 9. Complex 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
  10. 10. 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
  11. 11. 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
  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 Configurability 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. Deployment 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. Sandy Kemsley Kemsley Design Ltd. email: blog: twitter: @skemsley Copyright Kemsley Design Ltd., 2014 Slides at