SlideShare a Scribd company logo
Empowering Business Users
with Process Management Tools
Kris Verlaenen
Pedro Zapata
Red Hat
June 14, 2013
RED HAT CONFIDENTIAL2
Agenda
- Introduction to BPMS 6 business tools
- Process modeling & simulation
- Data modeling
- Form modeling
- Execution
- Dashboards and reporting
- Products & community projects
- Q & A
What to expect in BPMS 6.0 ?
RED HAT CONFIDENTIAL4
Business
Analysts
End
users
Developers / IT
Managers
4. Monitoring, auditing and analysis (BAM)
• Dashboard interaction
• KPI monitoring.
• Process auditing.
• Reporting .
3. Execute
• Task list
• Process instance tracking
• Custom applications
Analysis & Modeling
• Process models.
• Data models.
• Forms.
• Business Rules.
• Create dashboards.
• Simulation.
Develop & Deploy
• Manage dependencies
• Deployment methodology
• Versioning
• Develop code
BPMS 6 business user tools
RED HAT CONFIDENTIAL5
Process Modeler & Simulation
RED HAT CONFIDENTIAL | Pierre Fricke, Ken Johnson6
Enable process modeling and simulation in a
business user friendly, web-based
environment.
Key features:
■ Web-based process modeler
■ Based on BPMN 2.0
■ Context menu for easy creation of flows
■ Visual validation
■ Integration with service repository
■ Simulation of business process
Benefits:
■ Enable non-technical and technical users to
collaborate creating (executable) business
processes
■ Simulate the execution of a business process
(cost, duration, etc.)
Key features
RED HAT CONFIDENTIAL | Pierre Fricke, Ken Johnson7
Target users
Process Analyst Creating and simulating business processes
Developers. Creating business processes, collaboration with process
analysts / developers adding execution details
RED HAT CONFIDENTIAL | Pierre Fricke, Ken Johnson8
Demo – Process Modeling & Simulation
RED HAT CONFIDENTIAL9
Data Modeler
RED HAT CONFIDENTIAL10
Enable the configuration of logical and physical data models
with no coding.
Key features:
■ Simple data modeling UI.
■ Supports multiple physical representations of data model.
■ Conceptual information added, such as user friendly names.
■ A common tool for analyst and developers.
■ Automatically generates all assets required for execution.
■ Single representation enables developer roundtrip.
Benefits:
■ Make data models first class citizens in the process improvement cycle.
■ Capture and document data models by analyst.
■ Allow for full process automation with data and forms, without the need for
development skills.
■ Productivity tools when generating multiple type of assets that might be required
(SQL schemas, JPA annotations, XML, PDF reports, ...)
Key features
RED HAT CONFIDENTIAL11
Target users
Developers.
Create data model.
Process / Data Analyst.
Capture requirements. Create data model.
RED HAT CONFIDENTIAL13
Row 1 Row 2 Row 3 Row 4
0
2
4
6
8
10
12
Column 1
Column 2
Column 3
Demo – Project data model
RED HAT CONFIDENTIAL14
Demo – Create new data model
RED HAT CONFIDENTIAL15
Form engine & modeler
RED HAT CONFIDENTIAL16
Enable the configuration and execution of
forms with no coding.
Key features:
■ Form Modeling WYSIWYG UI for forms.
■ Form autogeneration from data model / Java
objects
■ Data binding for Java objects
■ API for embedding and rendering forms with
custom data.
■ Customized forms layouts (*)
■ Forms embedding
■ i18n support.
Benefits:
■ Enable non technical users to create forms and
execute them in processes.
■ Develop complex UI in a WYSWYG fashion for
data capture and presentation.
Key features
RED HAT CONFIDENTIAL17
Target users
Process Analyst & developers. Building & testing forms.
Developers. Add advanced configuration to forms. Embed forms in
custom components.
End users. Using forms in tasks or other modules.
RED HAT CONFIDENTIAL18
Demo - Setting input/output data bindings
RED HAT CONFIDENTIAL19
Demo – Create form from available fields
RED HAT CONFIDENTIAL20
Demo – Add fields by selecting type
RED HAT CONFIDENTIAL21
Demo – Manage form layout
RED HAT CONFIDENTIAL22
Process Instance & Task Management
RED HAT CONFIDENTIAL | Pierre Fricke, Ken Johnson23
Process instance management and task list
management.
Key features:
■ Starting process instances
■ Inspecting the current state of process instances
■ Visualization of current state
■ Managing process instances
■ Task list management
■ Claiming, starting, completing task (using task
forms), etc.
Benefits:
■ Enable business users and end users to start and
manage process instances in a user-friendly manner
■ Task list management and task life cycle
management
Key features
RED HAT CONFIDENTIAL | Pierre Fricke, Ken Johnson24
Target users
End users. Starting, inspecting and managing process instances and
tasks
Administrators. Managing process instances and tasks
RED HAT CONFIDENTIAL | Pierre Fricke, Ken Johnson25
Demo – Process Instance & Task Management
RED HAT CONFIDENTIAL26
Business Activity Monitoring
Dashboards & reporting
RED HAT CONFIDENTIAL27
Enable the configuration of business
dashboards by configuration with no coding.
Key features:
■ Visual configuration of dashboards
(Drag'n'drop).
■ Graphical representation of KPIs (Key
Performance Indicators).
■ Configuration of interactive report tables.
■ Data export to Excel and CSV format.
■ Filtering and search, both in-memory or SQL
based.
■ Process and tasks dashboards with jBPM.
■ Data extraction from external systems, through
different protocols.
■ Granular access control for different user
profiles.
■ Look'n'feel customization tools.
.
Example: Editing an indicator.
Example: Dashboard with active filter
Key features
RED HAT CONFIDENTIAL28
Target users
Managers / Business owners. Consumer of dashboards and reports.
IT / System Architects. Connectivity and data extraction.
Process Analyst. Dashboard composition & configuration.
RED HAT CONFIDENTIAL29
NAVIGATION
INDICATOR (CLICK TO DRILL DOWN)
TOOLBAR (With edit permission)
CURRENT FILTER
BREADCRUMB
DEMO (dashboards)
RED HAT CONFIDENTIAL30
DEMO (Create indicator)
1. Click on the panels palette
2. Select 'Key Performance Indicator'
3. Select 'Create panel'
4. Drop panel in the layout region
RED HAT CONFIDENTIAL31
DEMO (Edit indicator)
RED HAT CONFIDENTIAL32
Click on columns to filter
Click to export filtered data
Summary tables
DEMO (Report tables)
RED HAT CONFIDENTIAL33
jBPM Process dashboard
RED HAT CONFIDENTIAL34
jBPM Process dashboard – selected process
Roadmap
BRMS 6
BRMS 5
BRMS 6.0 (Scheduled : Q4 CY13)
5.25.2 5.35.3
6.1
BRMS 6.1 (Target : Q1 CY14)
5.3.15.3.1
6.0
BPM 6
6.1
6.0
BPM 6.0 (Scheduled : Q4 CY13)
BPM 6.1 (Target : Q2 CY14)
RED HAT CONFIDENTIAL41
Questions?

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Empowering Business Users with Process Management Tools

  • 1. Empowering Business Users with Process Management Tools Kris Verlaenen Pedro Zapata Red Hat June 14, 2013
  • 2. RED HAT CONFIDENTIAL2 Agenda - Introduction to BPMS 6 business tools - Process modeling & simulation - Data modeling - Form modeling - Execution - Dashboards and reporting - Products & community projects - Q & A
  • 3. What to expect in BPMS 6.0 ?
  • 4. RED HAT CONFIDENTIAL4 Business Analysts End users Developers / IT Managers 4. Monitoring, auditing and analysis (BAM) • Dashboard interaction • KPI monitoring. • Process auditing. • Reporting . 3. Execute • Task list • Process instance tracking • Custom applications Analysis & Modeling • Process models. • Data models. • Forms. • Business Rules. • Create dashboards. • Simulation. Develop & Deploy • Manage dependencies • Deployment methodology • Versioning • Develop code BPMS 6 business user tools
  • 5. RED HAT CONFIDENTIAL5 Process Modeler & Simulation
  • 6. RED HAT CONFIDENTIAL | Pierre Fricke, Ken Johnson6 Enable process modeling and simulation in a business user friendly, web-based environment. Key features: ■ Web-based process modeler ■ Based on BPMN 2.0 ■ Context menu for easy creation of flows ■ Visual validation ■ Integration with service repository ■ Simulation of business process Benefits: ■ Enable non-technical and technical users to collaborate creating (executable) business processes ■ Simulate the execution of a business process (cost, duration, etc.) Key features
  • 7. RED HAT CONFIDENTIAL | Pierre Fricke, Ken Johnson7 Target users Process Analyst Creating and simulating business processes Developers. Creating business processes, collaboration with process analysts / developers adding execution details
  • 8. RED HAT CONFIDENTIAL | Pierre Fricke, Ken Johnson8 Demo – Process Modeling & Simulation
  • 10. RED HAT CONFIDENTIAL10 Enable the configuration of logical and physical data models with no coding. Key features: ■ Simple data modeling UI. ■ Supports multiple physical representations of data model. ■ Conceptual information added, such as user friendly names. ■ A common tool for analyst and developers. ■ Automatically generates all assets required for execution. ■ Single representation enables developer roundtrip. Benefits: ■ Make data models first class citizens in the process improvement cycle. ■ Capture and document data models by analyst. ■ Allow for full process automation with data and forms, without the need for development skills. ■ Productivity tools when generating multiple type of assets that might be required (SQL schemas, JPA annotations, XML, PDF reports, ...) Key features
  • 11. RED HAT CONFIDENTIAL11 Target users Developers. Create data model. Process / Data Analyst. Capture requirements. Create data model.
  • 12. RED HAT CONFIDENTIAL13 Row 1 Row 2 Row 3 Row 4 0 2 4 6 8 10 12 Column 1 Column 2 Column 3 Demo – Project data model
  • 13. RED HAT CONFIDENTIAL14 Demo – Create new data model
  • 14. RED HAT CONFIDENTIAL15 Form engine & modeler
  • 15. RED HAT CONFIDENTIAL16 Enable the configuration and execution of forms with no coding. Key features: ■ Form Modeling WYSIWYG UI for forms. ■ Form autogeneration from data model / Java objects ■ Data binding for Java objects ■ API for embedding and rendering forms with custom data. ■ Customized forms layouts (*) ■ Forms embedding ■ i18n support. Benefits: ■ Enable non technical users to create forms and execute them in processes. ■ Develop complex UI in a WYSWYG fashion for data capture and presentation. Key features
  • 16. RED HAT CONFIDENTIAL17 Target users Process Analyst & developers. Building & testing forms. Developers. Add advanced configuration to forms. Embed forms in custom components. End users. Using forms in tasks or other modules.
  • 17. RED HAT CONFIDENTIAL18 Demo - Setting input/output data bindings
  • 18. RED HAT CONFIDENTIAL19 Demo – Create form from available fields
  • 19. RED HAT CONFIDENTIAL20 Demo – Add fields by selecting type
  • 20. RED HAT CONFIDENTIAL21 Demo – Manage form layout
  • 21. RED HAT CONFIDENTIAL22 Process Instance & Task Management
  • 22. RED HAT CONFIDENTIAL | Pierre Fricke, Ken Johnson23 Process instance management and task list management. Key features: ■ Starting process instances ■ Inspecting the current state of process instances ■ Visualization of current state ■ Managing process instances ■ Task list management ■ Claiming, starting, completing task (using task forms), etc. Benefits: ■ Enable business users and end users to start and manage process instances in a user-friendly manner ■ Task list management and task life cycle management Key features
  • 23. RED HAT CONFIDENTIAL | Pierre Fricke, Ken Johnson24 Target users End users. Starting, inspecting and managing process instances and tasks Administrators. Managing process instances and tasks
  • 24. RED HAT CONFIDENTIAL | Pierre Fricke, Ken Johnson25 Demo – Process Instance & Task Management
  • 25. RED HAT CONFIDENTIAL26 Business Activity Monitoring Dashboards & reporting
  • 26. RED HAT CONFIDENTIAL27 Enable the configuration of business dashboards by configuration with no coding. Key features: ■ Visual configuration of dashboards (Drag'n'drop). ■ Graphical representation of KPIs (Key Performance Indicators). ■ Configuration of interactive report tables. ■ Data export to Excel and CSV format. ■ Filtering and search, both in-memory or SQL based. ■ Process and tasks dashboards with jBPM. ■ Data extraction from external systems, through different protocols. ■ Granular access control for different user profiles. ■ Look'n'feel customization tools. . Example: Editing an indicator. Example: Dashboard with active filter Key features
  • 27. RED HAT CONFIDENTIAL28 Target users Managers / Business owners. Consumer of dashboards and reports. IT / System Architects. Connectivity and data extraction. Process Analyst. Dashboard composition & configuration.
  • 28. RED HAT CONFIDENTIAL29 NAVIGATION INDICATOR (CLICK TO DRILL DOWN) TOOLBAR (With edit permission) CURRENT FILTER BREADCRUMB DEMO (dashboards)
  • 29. RED HAT CONFIDENTIAL30 DEMO (Create indicator) 1. Click on the panels palette 2. Select 'Key Performance Indicator' 3. Select 'Create panel' 4. Drop panel in the layout region
  • 30. RED HAT CONFIDENTIAL31 DEMO (Edit indicator)
  • 31. RED HAT CONFIDENTIAL32 Click on columns to filter Click to export filtered data Summary tables DEMO (Report tables)
  • 32. RED HAT CONFIDENTIAL33 jBPM Process dashboard
  • 33. RED HAT CONFIDENTIAL34 jBPM Process dashboard – selected process
  • 34. Roadmap BRMS 6 BRMS 5 BRMS 6.0 (Scheduled : Q4 CY13) 5.25.2 5.35.3 6.1 BRMS 6.1 (Target : Q1 CY14) 5.3.15.3.1 6.0 BPM 6 6.1 6.0 BPM 6.0 (Scheduled : Q4 CY13) BPM 6.1 (Target : Q2 CY14)