Design your own BPM Program Strategy with Alfresco Process Services

Design your own BPM
Program Strategy with
Alfresco Process Services
Piergiorgio Lucidi

Learn. Connect. Collaborate.
Agenda
• BPM Program Strategy

• Alfresco Process Services Demo

• Q/A

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

International Standards and Best Practices
• Guidelines written by experts around the world

• Focused to approach in the right way any kind of project

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

International Standards and Best Practices - Why?
Source:
AIIM ECM
Survey

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

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

MIKE2 Open Source Methodology

BPM Program Strategy
• Set of documents describing the overall Vision

• Based on International Standards and Best Practices

• Smart gathering requirements approach

BPM Program
Strategy
Contents
• Guidelines tailored for the domain of interest

• Company requirements template

• Stakeholders requirements template

• Current and Future state

• UX

• Migration

• Integrations

BPM Program Strategy
Suggested phases

1. Management participation

2. Assessment

3. Technology identification

4. Solution development

5. Solution rollout

6. Training / Evolution / Maintenance

Phase 1 - Management participation
• Business Strategy

• Metrics and KPIs

• Current state

• Organizational Change Strategy
• Technology Strategy -> Open? :D

• Identify Champions

Phase 2 - Assessment
• Iterative approach

• Stakeholder views

• Gap analysis

• Project scope

Phase 3 - Technology identification
• Solution selection

• Evaluation -> Shortlist

• Integrations provided

• Customizations / Effort

• Internal skills (!!!)

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

Identity
Management
Identity Access
Management
Supported scenarios
• Internal database

• LDAP / Active Directory

• External authentication with OAuth2

• Impersonation

• Extensions framework

Identity
Management
OAuth2 with
Keycloak

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

4 eyes
principle

Recovery
loop

Escalation

Significant
tasks

Significant
tasks
DOH!

Listeners

Form
modeling

Custom REST
endpoints

Data
modeling
Available features
• Entity definition

• Database integration

• ACS integration

• Read and store data model in the process

Unit and
integration
tests
Available features
• Apache Maven

• Spring annotations

• Java API

Unit tests

Analytics

Integrations

Phase 5 - Solution rollout / Documentation
• Test

• Unit test

• Integration tests

• Change management procedures

• Technical training

• User training

Phase 6 - Training / Evolution / Maintenance
• Training

• System administration

• Development

• Upgrade Strategy

• External support

• New features plan

Alfresco Process Services - Demo

Piergiorgio Lucidi
p.lucidi@tai.it
@pjlucidi
www.open4dev.com
Thank you!

Design your own BPM Program Strategy with Alfresco Process Services

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