The document provides an overview of IBM's Smarter Process initiative, detailing its approach to business process and decision management using tools like IBM Blueworks Live, BPM, and Operational Decision Management. It emphasizes key capabilities such as process discovery, implementation, monitoring, and integration with SAP, alongside various operational improvements. The presentation outlines IBM's methodology for rapid BPM project implementation, aiming to enhance automation, collaboration, and visibility in business operations.

1. 28 Nov 2013
IBM Smarter Process Presentation
Sunil Aggawal
Principal BPM Architect - Europe
© 2013 IBM Corporation

2. Agenda
 Smarter Process introduction
 Process Discovery with IBM Blueworks Live
 Process Implementation with IBM BPM
 BRMS engine - IBM Operational Decision Management
 IBM Monitoring
 Integration with SAP
 Our differentiators
© 2013 IBM Corporation

3. IBM Approach to Smarter Process
Model-driven Automation +
Collaboration & Sharing
Simplified Experience to
Maximize Business
Participation
Powerfully Simple
Enterprise-Wide
Visibility, Scalability,
and Governance
Accessible Anytime,
Anywhere
© 2013 IBM Corporation

4. Key Capabilities for Smarter Processes:
Business Process & Decision Management
Process and Decision
Discovery & Knowledge Sharing
Operational
Control & Visibility
Business-Defined
Operational Decisions
End-to-end Monitoring & Visibility
© 2013 IBM Corporation

5. IBM Smarter Process Platform:
Business Process & Decision Management
Blueworks Live
Business Process Manager
Operational Decision Manager
Process Center
Decision Center
Process Server
Decision Server
Business Monitor
Work together to deliver effective solutions for business operation improvement
© 2013 IBM Corporation

6. Works together. Works the same
© 2013 IBM Corporation

7. Agenda
 Smarter Process introduction
 Process Discovery with IBM Blueworks Live
 Process Implementation with IBM BPM
 BRMS engine - IBM Operational Decision Management
 IBM Monitoring
 Integration with SAP
 Our differentiators
© 2013 IBM Corporation

8. What is Business Process Discovery?
 Defining the scope, identifying team members, and articulating the
sponsor’s vision and improvement targets
 Documenting and discovering the business activities, roles, and high
level dependencies that go into day-to-day operations
 Organizing the collected data
in forming a picture of the
business process that
represents the As-Is
operation of the business
8
IBM BPM V8 .5 PoT - BlueworksLive
© 2013 IBM Corporation

9. One shared repository of your most critical business assets
• Simple enough for everyone, yet
feature rich enough to discover and
document complex processes
• Collaboration to discover, leverage
and improve upon each other’s work
• Follow the items you care most
about and stay in the “loop”
• Automate simple processes in 90
seconds or less for increased visibility
into your operations
© 2013 IBM Corporation

10. Agenda
 Smarter Process introduction
 Process Discovery with IBM Blueworks Live
 Process Implementation with IBM BPM
 BRMS engine - IBM Operational Decision Management
 IBM Monitoring
 Integration with SAP
 Our differentiators
© 2013 IBM Corporation

11. “Business As Usual” Begs for Operational Improvement
Account
Administration
Finance
and Ops
Customer
Service
Executive
Management
??
Inefficient
Ineffective
Inaccurate
Invoice
Reconciliation
Teams
Incomplete
Inconsistent
Inflexible
Invisible
© 2013 IBM Corporation

12. IBM’s Process & Operational Decision Management for Intelligent
Business Operations
Finance
and Ops
Executive
Management
Account
Administration
Customer
Service
Risk Management
Teams
What to do.
How to do it.
When to do it.
12
© 2013 IBM Corporation

13. IBM Business Process Manager V8.5.1
Social Collaboration
Mobile App
Portal
Dashboards
Coaches
Mobile
Toolkit
Process Server
Core BPM
BPMN
Process Rules
Advanced Automation & Integration
Performance
Data Warehouse
BPEL
Express
Standard
Advanced
Integration
Adaptors
WAS ND 8.5
Shared Assets
Process Center
Process Designer /
Optimizer
Server Registry
Versioned Assets
Process Center
Console
Network Multiple Process Centers
Integration
Designer
© 2013 IBM Corporation
1

14. Process Discovery & Design
© 2013 IBM Corporation

15. Interacting With the Process
© 2013 IBM Corporation

16. Monitoring & Optimising The Business
© 2013 IBM Corporation

17. Typical Execution Patterns for BPM
Pattern
Characteristics
Human
Automation
• High emphasis on Human to Human
interaction
• Activities are well understood and the flow is
structured
• Requires visibility and measurement of human
activities
Straight
Through
Processing
(STP)
Supervisor
Clerk
Auditor
• Optimisation of a process with a key goal to
increase the volume of throughput or work
completed for that process (STP)
• System intensive integration
• Transactional integrity is required by the
service
STP +
exception
• As per STP but exceptions require human
tasks to resolve them
“Perfect the
instruction” +
STP
• Cases that have become understood over time.
Knowledge has been captured in the
technology and the process is now suitable for
STP
© 2013 IBM Corporation

18. Journey
Stage
Identify Business
Challenge & Value
Succeed with an
Initial Project
Establish a
Program
Adopt within
LOB/Enterprise
Customers Goals &
Context
The BPM Adoption Journey
Define the
Opportunity
Accelerate
Business Value
Scale Delivery
Capability
Scale Business
Impact
• Established business
priorities & objectives.
• Build a plan for your
BPM/BRM skills &
potential.
• Deliver your first
solution successfully.
• Build foundational
platform skills.
• Use early win to foster
new adoption.
• Increase scope & impact
of mission.
• Establish critical mass of
platform skills.
• Establish governance &
delivery consistency.
• Line-of-business /
Enterprise focus.
• Align strategy and
execution goals.
• Mature platform skills &
solution discipline.
Charter BPM
CoE
Maturity
Establish BPM
Program
Work With IBM
and Partners
1st
Start
project
Start 2nd
project
Production
launch for 1st
project
Multiple
concurrent
Projects
Solution Process
Mentoring Inventory
BPM CoE
On-Demand Workshop
Subscription
Operational
Readiness
Time
© 2013 IBM Corporation

19. Fast Implementation of BPM Projects from Inception to Production
Week
1
Weeks
2-3
Discovery
Detailed
Requirements
Checkpoints
Weeks
4 to 10
Agreement on Project
Scope & Goals
PLAYBACK 0
“Define the Process”
Weeks
11 to 12
Test
Iterative Development with frequent Playbacks
Agreement on Process
Flow and Routing
PLAYBACK 1 Series
“Build the Process”
Agreement on Data, UI,
and Integrations
Agreement that Process
Meets Business Goals
PLAYBACK 2 Series
“Connect into the Infrastructure”
Week
13
Go Live
Technical Validation
and User Acceptance
PLAYBACK 3 Series
“Refine the Delivery”
Playbacks = Running the process for the audience of 1+
The main playbacks are for sign-offs of the whole Business & IT team
Conduct more frequent playbacks for smaller audiences throughout the project
© 2013 IBM Corporation

20. Agenda
 Smarter Process introduction
 Process Discovery with IBM Blueworks Live
 Process Implementation with IBM BPM
 BRMS engine - IBM Operational Decision Management
 IBM Monitoring
 Integration with SAP
 Our differentiators
© 2013 IBM Corporation

21. Operational Decision Management Transforms
Business Outcomes
Providing an easily manageable, single source of truth for
operational business decisions
Codifies business
policies, practices
and regulations
Enables changes
to be easily made
by business people
Automates decision
making with the
fidelity of an expert
© 2013 IBM Corporation

22. IBM Operational Decision Management
Detect
Business Event Processing
(BEP)
Decide
Business Rules Management System
(BRMS)
Event Sources
Evaluations
Correlations
Actions
BEP - Detects when events or
patterns of events occur to notify
people or systems to take action
Actions
BRMS - Decides business outcome
through execution of business
rules against available data
© 2013 IBM Corporation

23. Externalizing Decisions from Applications into Business Rules
Without Decision Management
Application /
Processes
Decision logic
 Rules written in software code cannot be
read by business people
 Hard coded rules are difficult to change
 Rules intertwined within applications
cannot be reused by other systems
With Decision Management
Application /
Processes
Business Rules
 Natural language rules can be easily read
 Externalized rules are easy to change
 Centralized rules enable reuse and
consistency
© 2013 IBM Corporation
23

24. Connecting Event, Rules and Processes to enhance decisions
Insurance Example
Events
Rules
Decisions
Multi-channel
quote requests
Customer requests series of quotes
with increasing deductibles:
Customer good prospect, find best
promotion
Internet
2 web quote requests and 1 direct
contact in 3 days:
Determine best product
Call Center
Trigger agent
call back to assist
Event
Correlations
Same vehicle ID with different
addresses on phone & Web request:
Agency
Make a
personalized offer
Seek clarification
Is customer gaming the system?
© 2013 IBM Corporation

25. Simple Decision Artifacts Supporting Complex Decisions
Rule
Flows
© 2013 IBM Corporation
25

26. IBM Operational Decision Manager V8.5.1
Governance
Framework
Rule
Solutions
for Office
Business Console
Access and Control
Decision Artifacts
Decision Center
Versioned Assets
Define
Update
Visibility
Collaboration
Governance
Deploy
Rule Execution
Measure
Decision Monitoring
Event Execution
Connectors
Decision Server
Pre-built Integration
POS
Enterprise
Application
BPM
Batch
Mobile
© 2013 IBM Corporation

27. Agenda
 Smarter Process introduction
 Process Discovery with IBM Blueworks Live
 Process Implementation with IBM BPM
 BRMS engine - IBM Operational Decision Management
 IBM Monitoring
 Integration with SAP
 Our differentiators
© 2013 IBM Corporation

28. IBM Business Monitor Provides a Global View of Operational Parameters
IBM Business Monitor
Drill
Down
IBM Business Monitor
provides a comprehensive
operational view from
multiple sources
(WAS, ESBs, BPM BPMN and
BPEL, 3rd party …)
with customized role based
dashboards, advanced drill
down and Cognos BI Server
powered analysis and
reporting
Broader Operational View Versus Tight Process Integration
© 2013 IBM Corporation

29. IBM Business Monitor:
Consume & Correlate Events from BPM and much more…
Pick your
media
IBM Business Monitor
CICS
IBM Business
Process Manager
Informix
DB2
IMS
Drill to
instances
WebSphere ESB
Adapters: SAP,
PeopleSoft, etc.
Message Broker
WebSphere
Sensor Events
Events
WebSphere
ILOG JRules
WebSphere
Business Events
WebSphere
DataPower
XI50/XI52
Third Party
Applications
IBM Content Mgt
© 2013 IBM Corporation

30. Putting it all together…
CICS TS
IBM Business Monitor
V4.x
What’s Happening?
When to Act?
Event Sources
IBM ODM
Event
Rules
Business
Rules
What to Do?
IBM BPM
Do it!
?
Business
Rules
Know What’s Happening, When to Act, and What to Do
© 2013 IBM Corporation

31. Agenda
 Smarter Process introduction
 Process Discovery with IBM Blueworks Live
 Process Implementation with IBM BPM
 BRMS engine - IBM Operational Decision Management
 IBM Monitoring
 Integration with SAP
 Our differentiators
© 2013 IBM Corporation

32. How SAP Processes Are Implemented Today
Most SAP
implementations
rely on static
documentation
to implement
processes and
…much
customization
is often required
may not reflect the
processes actually
being used
A documentationcentric approach
to SAP needs
human
compliance
with process
documentation
…making it
difficult to
migrate to
future releases
…
© 2013 IBM Corporation
32

33. IBM BPM Integrates Seamlessly with SAP
SD
Sales &
Distribution
Orchestrate SAP
Processes and
Services
MM
Materials
Mgmt.
FI
Financial
Accounting
CO
Controlling
AA
Asset
Accounting
PP
Production
Planning
SM
Service
Mgmt.
QM
Quality
Mgmt.
SAP
Applications
PM
Plant
Maintenance
Monitor SAP
Business Events
Download processes
from Solution Manager
Upload processes to
Solution Manager
HR
Human
Resources
EC
Enterprise
Controlling
PS
Project
System
WF
Workflo
w
IS
Industry
Solutions
Retrieve Enterprise
Service Definitions
s
© 2013 IBM Corporation
33

34. IBM BPM for SAP Integration Overview
Process Discovery
and Monitoring


Available today using IBM Business Monitor 8.0 or above
Additional convenience and productivity features may be planned for a future release and may be available as
a services asset in the near future
Process Blueprinting


Synchronized process models and transactions available in IBM BPM 8.0.1
Fixes will be available shortly
Guided Workflow



Available with IBM BPM 8.0.1
Additional assets such as the Guided Workflow Toolkit available from Paul Pacholski
Additional convenience and productivity features planned for a future release and may be available as a
services asset in the near future

Basic functionality available today using IBM BPM 7.5 Advanced or higher (Note: traditional SAP integration
(BAPI, IDOCS, etc. also require the use of the WebSphere SAP Adapter)
Additional convenience and productivity features planned for a future release and are planned to be available
as a services asset in the near future
Process Integration
and Orchestration
Modeling for
Documentation

Using IBM BPM for an iterative, experiential-based approach to accelerate traditional SAP blueprinting
Key Tools: SAP Solution Manager, IBM Blueworks Live, IBM Process Designer

Process Automation


Process automation using SAP integration is available today using IBM BPM 7.5 Advanced or higher (Note:
traditional SAP integration (BAPI, IDOCS, etc. also require the use of the WebSphere SAP Adapter)
Additional convenience and productivity features planned for a future release and are planned to be available
as a services asset in the near future

© 2013 IBM Corporation
34

35. Small Sample of IBM BPM SAP Customers
© 2013 IBM Corporation
35

36. Agenda
 Smarter Process introduction
 Process Discovery with IBM Blueworks Live
 BRMS engine - IBM Operational Decision Management
 Integration with Aris, SAP.
 Our differentiators
© 2013 IBM Corporation

37. IBM Smarter Process Suite: 8 Key Differentiators
1. Flexible Smarter Process
and decisions
2. Social BPM Collaboration
8. Proven Methodology:
Rapid, Agile, Iterative
7. BPM/ODM for Private/Public
Clouds
3. Social Intelligent
Dashboards
BPM
Project
to
Program
Private Clouds
6. Mobility
5. Process Optimizer
Intelligent Simulation
4. Process Center
Execute
Design
Shared
Model Optimize
© 2013 IBM Corporation

38. © 2013 IBM Corporation