The document discusses the design and implementation of process-based applications, emphasizing capabilities, platforms, and expected benefits. It outlines the integration of components for improved collaboration, compliance, and analytics, while targeting complex knowledge work environments. Key design goals include agility, improved efficiency, and enhanced user experience through configuration rather than customization.

1. Sandy Kemsley l www.column2.com l @skemsley
Designing Process-
Based Applications
AWD ADVANCE
London 2014

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
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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
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4. Combining Integrated
Components
4
Customer
Information
Ad hoc Tasks &
Collaboration
Predefined
Processes
Events
Compliance
& Rules
Analytics &
Recommendations
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5. Competing/Complementary
Product Categories
Content
• Capture
• ECM
• Correspondence mgmt
Process
• BPM
• Case mgmt
Analytics
• Business intelligence
• Realtime analytics
User
Experience
• Social
enterprise
• Portals
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6. Designing For Agile Delivery
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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. 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
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8. Process Application Targets
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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. 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
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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
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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
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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
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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
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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
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15. 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