Business Process Management (BPM) involves modeling and automating cross-departmental business processes. BPM suites provide benefits like streamlined operations, improved efficiency, end-to-end visibility, compliance, agility, and accountability. The BPM lifecycle includes modeling, deployment, execution, monitoring, and optimization of processes. Key components of BPM suites include a process engine to execute models, a process modeler to design processes, a business rules engine, and business activity monitoring for oversight. BPM is applicable across industries like healthcare, travel, manufacturing, and more.

1. Business Process Management
Nuts and Bolts
Murali Darapureddy

2. Contents
1 What is BPM ?
2 Why do you need BPM ?
3 Industry Areas that need BPM
4 BPM Life cycle
5 BPM Flavors
6 BPM Product suite components & Architecture
7 Components description

3. What is BPM ?

4. Why do you need BPM ?
 Do your processes cross BPM maps inter-departmental or
departmental and organizational inter-organizational relationships
boundaries making ownership clearly modeling the ownerships
responsibilities less clear ? and accountabilities
 Do you have process BPM suites enable a way to
inefficiencies due to lack of configure who is responsible for
accountability and clear what
ownership ?
Are you worried about BPM suites encapsulates best
employees inconsistently practices and enforce
completing assignments management policies using a
built in rule engine

5. Why do you need BPM ? ( Continued.. 2 )
Do you fear that your processes BPM suites enable in-flight process
are not adapting to changing modifications so that managers
business requirements and can change the business processes
hence lacking the agility and underlying rules very quickly
Do your processes frequently BPM suites ship with
involve documents and forms as documentation and forms
well as other structured and management capabilities
unstructured content ?
Do you lack clear, measurable, BPM suites provide real time
metrics for gauging for employee analytics capabilities for assessing
performance ? task completion time and other
performance metrics

6. BPM Benefits in Nutshell
Streamline Operations & Processes
Improved Operational efficiency
End to End performnace visibility and Optimizaiton
Compliance and Control
Agility / Facilitate change
Create accountability in processes
Drive policies, practices and business constraints

7. Business Process Management System Life Cycle

8. Industry areas that need BPM
Health Care
Case Management
Admittance processes
Compliance with federal and state regulations
Managing physician productivity
Streamlining customer support services
Clinical trails management
Case Report form ( CRF ) routing and tracking
HIPPA and patient protections compliance
FDB & IRB regulatory monitoring
Contract research and alliance management
Travel and Hospitality
Reservations and back office automation
Cross process top percentile loyalty
Scheduling and capacity Management
Customer call center operations

9. Industry areas that need BPM ( Continued .. 2)
Pharmaceutical Industry
Clinical Trails Management
Case Report form ( CRF ) routing and tracking
Mutli-channel client service
Event marketing
Logistics
Government
Case Management / Audit Management
eGrants
Budget Approvals
Dispute and Exception Management
Call Center Services

10. Industry areas that need BPM ( Continued .. 3)
Financial Services
Loan Origination
Account Opening
Statement Presentment
Deal Management
Credit and Suspense Mgt
Automated correspondence and advice generation
Payments investigations and exception Mgt
Securities Investigations and exception Mgt
Insurance
New business acquisition
Underwriting
Claims processing
Event based marketing
All contact center operations

11. Industry areas that need BPM ( Continued .. 4)
Retail
Order Management
Inventory and Replenishment Management
Supply chain optimization
Sales promotion management
Customer call center operations
Manufacturing
Product Life cycle management
Procurement
Vendor Management
Supply chain management
Certifications compliance ( such as ISO 9000 )
Legal
Matter Management
Case Management

12. BPM Flavors – Integration Intensive
• Integration Intensive BPM
• Automating processes that integrate systems and applications. Few
exceptions and limited human participation. Often used for externally
focused processes linking two or more enterprises or systems
• Typical features that are required for this flavor include, transaction
management, process modeling, trade partner management, embedded
Portal Capabilities and SOA capabilities
• Typical process examples that need this flavor are – Any processes that
requiring integration between multiple systems with number of checks and
rules while in the integration , order fulfillment etc

13. BPM Flavors – People Intensive
• People Intensive BPMs
• Strong focus on automating people intensive activities such as servicing
customers, operating call centers, managing sales operations, Supporting
field based agents, employee services and customer claims and applications
• Typical features that are required for this flavor include, Tasks List / Work List
capabilities, strong UI development, SLA, Work routing and bulk processing
capabilities, integration with third party portals and e-forms
• Typical process examples that need this flavor are – employee onboarding,
claims processing, exception handlings, customer service request handling
and IT Requests etc

14. BPM Flavors – Decision Intensive
• Decision Intensive BPMs
• Strong focus on automating processes that require employees to make
mission-critical decisions using information and business rules. Also to
automate the processes in which the decision criteria and the process rules
change frequently.
• Typical features that are required for this flavor include, business rules
management, procedural and declarative business rules, business analytics,
nit just the process analytics , integration with BI tools etc
• Typical process examples that need this flavor are – mortgage loan
origination, insurance underwriting, retail inventory management, sales
promotions and rebates etc

15. BPM Flavors – Document Intensive
• Document Intensive BPMs
• Strong focus on automating processes that require to track and obtain
information from documents.
• Typical features that are required for this flavor include, documentation
imaging, document management, record management, task list / work list,
portal integration with desktop applications and event management for
changes to the documents
• Typical process examples that need this flavor are – Paper based claims
processing, contract management, proposal management, mortgage loan
origination etc

16. BPM Product Architecture and Components

17. BPM Components – Process Engine
• Process Engine
• Process Engine executes the business processes defined by the Process
Modeler.
• Process Models are stored in the database and the process is run and move
forward by Process Engines in accordance with action from external people
and systems
• Process Engine executes the processes, escalating unresolved issues,
ensuring process integrity, and collecting data necessary to resolving
exceptions as they occur.
• Process Engine also provides a complete history and audit trail of user
interactions, which can be used to improve processes and retaining best
practices.

18. BPM Components – Process Modeler
• Process Modeler
• Business process modeling tools provide business users with the ability to
model their business processes, so that the these processes can be executed
by process engines
• Typical Process Modeler capabilities should include
• Ability to model collecting data from forms
• Ability to set thresholds and send alerts or take automated actions
• Ability to model required approvals and verifications
• Apply Business Rules in the process paths
• Input and Retrieve Data from ODBC Databases within process paths
• Interact with e-mail within process paths
• Ability to build process by drag and drop of components
• Ability to reuse process templates across multiple functions

19. BPM Components – Business Rule Engine
• Business Rule Engine
• Acts as central repository of the business rules at your organization / division
level
• Promotes high reuse of rules across different LOBs and divisions
• Business rules from rule repository are frequently called and used in the
process flows.
• Typical Business Rule Engine capabilities should include
• Ability to define the rules in the form based configurations
• Ability to delegate rules to the managers so as they make in flight
changes at business run times
• Versioning of rules
• Rule bulk change and movements utilities.

20. BPM Components – Business Rule Engine ( Continued)
• Rule Categories that a BRE handles
• Inferred Knowledge Rules
• Examples : If a Customer Spending per month is > $5K and the average
account balance is >$20K, Customer = “Gold”
• Computation Rules
• Examples : Examples include definitions, declarative and procedural
computations ( Ex : Salary = Basic + HRA + Travel Allowance )
• Constraint / Guidelines / Process Rules
• Examples : Decisions in the flows, form validations, routing rules, claims
auto adjudication rules, exception handling rules etc
• Event Correlation Rules
• Examples : SLA management, Threshold value management ( Ex : Notify
the distributor for replenishment when the stock level comes down
below the stock level

21. BPM Components – Business Activity Monitoring
• Business Activity Monitoring
• BAM provides performance management dashboards
• Graphs to show metrics versus their target
• Provides Business Process visibility for managers
• They also provide real-time alerts and automated escalation procedures
when the KPIs go off the track
• Actual performance data can be fed back to refine process models and begin
a new cycle of incremental process improvement.

22. Thank You
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