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Oracle BPM Suite and SOA Suite:
Your process automation toolbox
Gregory Opie
Director, Solutions Architecture

gopie@ECSTeam.com

RMOUG Training Days
February 5-7, 2014

ECS Team
5575 DTC Parkway
Suite 135
Greenwood Village, CO 80111
303-932-2202
Agenda

▪ Copyright 2014 by ECSTeam ▪
Process Challenges

▪ Copyright 2014 by ECSTeam ▪
A Customer Problem
28 Jan

@eStore #fail Ordered diamond solitaires
for wife bday, received a vacuum. Two
days to panic.

30 Jan

Still shopping. @eStore you have messed
me up.
30 Jan

You’re not alone @eCustomer, @eStore
#fails me all time.
1 Feb

What a nightmare @eStore. 3 trips to the
mall, still not right. Birthday not a happy
one. Do you care?
▪ Copyright 2014 by ECSTeam ▪

4
Demo: Audience Feedback

• In our demo, we will use real Twitter feedback
• Three audience volunteers needed to Tweet*
(make it positive please!)

Attending Process Automation with
#OracleBPM and #OracleSOA at #RMOUG
Training Days 2014 by @g_opie
*Include one of the following tags: #RMOUGdemo, #OracleBPM, or @g_opie
▪ Copyright 2014 by ECSTeam ▪

5
Model a New Approach

▪ Copyright 2014 by ECSTeam ▪
The Challenge:
Business Processes are Complex
Operations

Executive
Management

Sales

Fulfillment

Customer
Service

Temp
Worker

ERP
CRM

!
! !

Order
Mgmt

!
! !

!
! !

▪ Copyright 2014 by ECSTeam ▪

Logistics

?
??

•Unstructured tasks
and communication
(i.e., paper or e-mail)
•Inefficient Working
Environment Spans
Systems
•Inconsistent
Prioritization
•Incomplete or
Inaccurate Data Flow
Between Systems
•Lack of Control Over
System and Business
Events (Exceptions)
•Poor Visibility Into
Process Performance

7
Common Business Process Challenges
• Empowerment and inclusion of business users

• People as middleware
•
•
•
•

Work is completed through unstructured, ad-hoc activities
Emails back and forth
Limited accountability
Offline Collaboration

• Poor visibility into processes
• Slow response times

• Continuous improvisation instead of
process improvement and automation

• IT resource constraints and lack of tools
▪ Copyright 2014 by ECSTeam ▪

8
BPM Streamlines Processes
Operations

Executive
Management

Sales

Fulfillment

Customer
Service

Contracts
Temp
Worker

?
??

•Automate workflow &
decision making
•Reduce errors and
improve consistency
•Standardize resolution
across geographies
•Leverage existing
systems and data
•Monitor for business
events and initiate
actions
•Real-time visibility and
process control

ERP
CRM

!
! !

Order
Billing
Mgmt

!
! !

!
! !

▪ Copyright 2014 by ECSTeam ▪

Logistics

9
Getting Past the Challenges

▪ Copyright 2014 by ECSTeam ▪
Model the Flow
• A Sequence Flow is used to show the order that activities will be
performed in a Process
• Three main flow objects:
• Activity: Represents work to be done
• Gateway: Controls flow logic of the process. Used for splitting and merging
paths.
• Event: Supports asynchronous communication with other processes, error
handling, and controlling flow logic
Review
Feedback

X

Compose
Response

▪ Copyright 2014 by ECSTeam ▪

Post
Response
Save to
CRM
Connect the Flow Objects
• Connecting objects connect Flow objects
• A Sequence Flow shows the order in which the activities will be
performed.
• A Message Flow shows which messages flow across organizational
boundaries

Review
Feedback

No Action Needed

X
Positive or
Negative
Compose
Response

+

▪ Copyright 2014 by ECSTeam ▪

Post
Response
Save to
CRM
Put Tasks in Swimlanes
• Swimlanes group activities based upon organization, roles, and
responsibilities

eStore Cust Service
CSR
Admin

• A Pool represents major participants in a process, typically separating
different organizations
• A lane is used to organize activities within a pool according to function or
role.

Review
Feedback

No Action Needed

X
Positive or
Negative
Compose
Response

+

▪ Copyright 2014 by ECSTeam ▪

Post
Response
Save to
CRM
A Happy Customer

▪ Copyright 2014 by ECSTeam ▪
Demo: Manage Social Media Feedback
Implement the automated business process with
Oracle BPM Suite and Oracle SOA Suite

▪ Copyright 2014 by ECSTeam ▪
A Happy Customer

▪ Copyright 2014 by ECSTeam ▪
A Happy Customer
16 min

@eStore #fail Ordered diamond solitaires
for wife bday, received a vacuum. Two
days to panic.

12 min

We are so sorry @eCustomer, please call
cust serv and we will fix the problem
ASAP!

2 min

Wow, @eStore has awesome service –
order fixed in 5 mins; right product coming
overnight. Wife’s gonna love it!

▪ Copyright 2014 by ECSTeam ▪

17
Conclusion
• BPM Focuses on the Business Process
and Workflow
• BPM aligns the business and IT

• BPMN provides a standardized modeling
notation
• Oracle BPM Suite + Oracle SOA Suite
make it easy to automate your processes

▪ Copyright 2014 by ECSTeam ▪
Also Recommended: SOA and the Cloud
Applying SOA and SOA Suite to the Cloud
Thursday 2/6, 4-5 PM, Room: 507
Cloud seems to be everywhere.
SaaS, PaaS, and IaaS are the
new 'hot’ acronyms. However,
Cloud is not a Panacea. If
anything, adopting a cloud
strategy reinforces the need to
have a strong architecture to
drive business value from your
applications, whether they are in
house, hosted, or “in the cloud.”

This presentation will discuss
best practices for applying SOA
to the Cloud.
• Review SOA Concepts
• Business Problems that
require a SOA
• Best practices for applying
SOA to the cloud
• Case study leveraging hosted
and cloud applications
• Demo with Oracle SOA Suite
11g

▪ Copyright 2014 by ECSTeam ▪

19
Also Recommended: ADF Mobile Case Study
ADF Mobile in Action – Customer Case Study
Friday 2/7, 2:45-3:45 PM, Room: 506
Come see an App Store/Google
Play app built with Oracle ADF
Mobile that improves the
effectiveness of users who
require instant access to
information. This great-looking
on-device application was built
efficiently with familiar ADF
concepts and a single common
code base without requiring
specialized expertise for each
mobile platform.

This session will demonstrate a
real, published ADF Mobile
application to provide insights
on: Why ADF Mobile technology
was chosen, Design
considerations, Architectural
decisions and Lessons learned.
The presentation and demo will
be delivered by an architect and
developer who were responsible
for creating the application

▪ Copyright 2014 by ECSTeam ▪

20
Technology Solutions Delivered.

ECS is a Professional Services firm that delivers
business value through technology and strategic
services. Our specialties include technical architecture,
SOA, application design, software development, and
integration services utilizing Oracle Fusion Middleware.

▪ Copyright 2014 by ECSTeam ▪

21

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Oracle BPM and SOA Suite Automate Customer Service

  • 1. Oracle BPM Suite and SOA Suite: Your process automation toolbox Gregory Opie Director, Solutions Architecture gopie@ECSTeam.com RMOUG Training Days February 5-7, 2014 ECS Team 5575 DTC Parkway Suite 135 Greenwood Village, CO 80111 303-932-2202
  • 2. Agenda ▪ Copyright 2014 by ECSTeam ▪
  • 3. Process Challenges ▪ Copyright 2014 by ECSTeam ▪
  • 4. A Customer Problem 28 Jan @eStore #fail Ordered diamond solitaires for wife bday, received a vacuum. Two days to panic. 30 Jan Still shopping. @eStore you have messed me up. 30 Jan You’re not alone @eCustomer, @eStore #fails me all time. 1 Feb What a nightmare @eStore. 3 trips to the mall, still not right. Birthday not a happy one. Do you care? ▪ Copyright 2014 by ECSTeam ▪ 4
  • 5. Demo: Audience Feedback • In our demo, we will use real Twitter feedback • Three audience volunteers needed to Tweet* (make it positive please!) Attending Process Automation with #OracleBPM and #OracleSOA at #RMOUG Training Days 2014 by @g_opie *Include one of the following tags: #RMOUGdemo, #OracleBPM, or @g_opie ▪ Copyright 2014 by ECSTeam ▪ 5
  • 6. Model a New Approach ▪ Copyright 2014 by ECSTeam ▪
  • 7. The Challenge: Business Processes are Complex Operations Executive Management Sales Fulfillment Customer Service Temp Worker ERP CRM ! ! ! Order Mgmt ! ! ! ! ! ! ▪ Copyright 2014 by ECSTeam ▪ Logistics ? ?? •Unstructured tasks and communication (i.e., paper or e-mail) •Inefficient Working Environment Spans Systems •Inconsistent Prioritization •Incomplete or Inaccurate Data Flow Between Systems •Lack of Control Over System and Business Events (Exceptions) •Poor Visibility Into Process Performance 7
  • 8. Common Business Process Challenges • Empowerment and inclusion of business users • People as middleware • • • • Work is completed through unstructured, ad-hoc activities Emails back and forth Limited accountability Offline Collaboration • Poor visibility into processes • Slow response times • Continuous improvisation instead of process improvement and automation • IT resource constraints and lack of tools ▪ Copyright 2014 by ECSTeam ▪ 8
  • 9. BPM Streamlines Processes Operations Executive Management Sales Fulfillment Customer Service Contracts Temp Worker ? ?? •Automate workflow & decision making •Reduce errors and improve consistency •Standardize resolution across geographies •Leverage existing systems and data •Monitor for business events and initiate actions •Real-time visibility and process control ERP CRM ! ! ! Order Billing Mgmt ! ! ! ! ! ! ▪ Copyright 2014 by ECSTeam ▪ Logistics 9
  • 10. Getting Past the Challenges ▪ Copyright 2014 by ECSTeam ▪
  • 11. Model the Flow • A Sequence Flow is used to show the order that activities will be performed in a Process • Three main flow objects: • Activity: Represents work to be done • Gateway: Controls flow logic of the process. Used for splitting and merging paths. • Event: Supports asynchronous communication with other processes, error handling, and controlling flow logic Review Feedback X Compose Response ▪ Copyright 2014 by ECSTeam ▪ Post Response Save to CRM
  • 12. Connect the Flow Objects • Connecting objects connect Flow objects • A Sequence Flow shows the order in which the activities will be performed. • A Message Flow shows which messages flow across organizational boundaries Review Feedback No Action Needed X Positive or Negative Compose Response + ▪ Copyright 2014 by ECSTeam ▪ Post Response Save to CRM
  • 13. Put Tasks in Swimlanes • Swimlanes group activities based upon organization, roles, and responsibilities eStore Cust Service CSR Admin • A Pool represents major participants in a process, typically separating different organizations • A lane is used to organize activities within a pool according to function or role. Review Feedback No Action Needed X Positive or Negative Compose Response + ▪ Copyright 2014 by ECSTeam ▪ Post Response Save to CRM
  • 14. A Happy Customer ▪ Copyright 2014 by ECSTeam ▪
  • 15. Demo: Manage Social Media Feedback Implement the automated business process with Oracle BPM Suite and Oracle SOA Suite ▪ Copyright 2014 by ECSTeam ▪
  • 16. A Happy Customer ▪ Copyright 2014 by ECSTeam ▪
  • 17. A Happy Customer 16 min @eStore #fail Ordered diamond solitaires for wife bday, received a vacuum. Two days to panic. 12 min We are so sorry @eCustomer, please call cust serv and we will fix the problem ASAP! 2 min Wow, @eStore has awesome service – order fixed in 5 mins; right product coming overnight. Wife’s gonna love it! ▪ Copyright 2014 by ECSTeam ▪ 17
  • 18. Conclusion • BPM Focuses on the Business Process and Workflow • BPM aligns the business and IT • BPMN provides a standardized modeling notation • Oracle BPM Suite + Oracle SOA Suite make it easy to automate your processes ▪ Copyright 2014 by ECSTeam ▪
  • 19. Also Recommended: SOA and the Cloud Applying SOA and SOA Suite to the Cloud Thursday 2/6, 4-5 PM, Room: 507 Cloud seems to be everywhere. SaaS, PaaS, and IaaS are the new 'hot’ acronyms. However, Cloud is not a Panacea. If anything, adopting a cloud strategy reinforces the need to have a strong architecture to drive business value from your applications, whether they are in house, hosted, or “in the cloud.” This presentation will discuss best practices for applying SOA to the Cloud. • Review SOA Concepts • Business Problems that require a SOA • Best practices for applying SOA to the cloud • Case study leveraging hosted and cloud applications • Demo with Oracle SOA Suite 11g ▪ Copyright 2014 by ECSTeam ▪ 19
  • 20. Also Recommended: ADF Mobile Case Study ADF Mobile in Action – Customer Case Study Friday 2/7, 2:45-3:45 PM, Room: 506 Come see an App Store/Google Play app built with Oracle ADF Mobile that improves the effectiveness of users who require instant access to information. This great-looking on-device application was built efficiently with familiar ADF concepts and a single common code base without requiring specialized expertise for each mobile platform. This session will demonstrate a real, published ADF Mobile application to provide insights on: Why ADF Mobile technology was chosen, Design considerations, Architectural decisions and Lessons learned. The presentation and demo will be delivered by an architect and developer who were responsible for creating the application ▪ Copyright 2014 by ECSTeam ▪ 20
  • 21. Technology Solutions Delivered. ECS is a Professional Services firm that delivers business value through technology and strategic services. Our specialties include technical architecture, SOA, application design, software development, and integration services utilizing Oracle Fusion Middleware. ▪ Copyright 2014 by ECSTeam ▪ 21