Workflow Workshop 2012 Sep Leucir Marin

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IBM Maximo is a workflow automation tool that can be used to streamline repetitive business processes. The document discusses why automating workflows can increase efficiency and accountability. It provides an overview of key workflow concepts like actions, roles, and the workflow designer tool. Sample workflow diagrams are shown and tips are given for designing effective workflows. Integration methods and additional resources are also referenced.

IBM Maximo
Workflow

Business Partner Workshop
2012, 11th September

Leucir Marin

© 2012 IBM Corporation

Considerations

Why Automate? First steps

Automate repetitive business and record Have the organizational chart in hand.
management processes.
Increase efficiency and accountability
Review the standard operating procedures (ISO
9000 or the ISO 14000 procedures)

Review policies for budget

Research the types of records at your enterprise
that require approval.

Review the regulatory requirements for your
industry and how they affect your business
processes.

© 2012 IBM Corporation

Workflow Applications

Actions Person / Person Group
– Are triggered by the routing that moves a – Use them when generating assignments and
record from one node to another notifications

Communication Templates Roles
– Used for notifications – All workflow assignments are made to roles.

Escalations Workflow Administration
– Mechanism that monitors time-sensitive – View and modify assignments and active
records and KPIs. Use with task instances of workflow processes.
assignments.

Workflow Designer
Inbox/Assignments – Create, view, and modify workflow
– Configure the Workflow Inbox on the Start processes.
Center of a user.

© 2012 IBM Corporation

Sample - Workflow

© 2012 IBM Corporation

Designer – Tool Palette

Indicates that
the progress of Marks the
a record end of a
Indicates a workflow
through a
need for process.
process
user input
pauses until a
Indicates an required
evaluation of condition is
the record, met.
based on
data in the Provides an
Indicates Indicates that a
record. option for a
when a user separate workflow
user
is to be process is
interaction
given an contained within
with a
Inbox another
record.
assignment. workflow process.

© 2012 IBM Corporation

Some Tips

Generic process require less maintenance than specific ones.

Identify when Notifications are required.

Manage negative paths as well.

Use sub-process when the process becomes complex.

Explore SQL Statements, but in a correct way.

Try auto-initiated workflows – usually the 1st user is the less experienced one

© 2012 IBM Corporation

Integration

Send HTTP POST to http://<host>:<port>/meaweb/wf/APPROVEPO

Initiating

<InitiateAPPROVEPO xmlns="http://www.ibm.com/maximo">
<POMboKey>
<PO>
<PONUM>1087</PONUM>
<SITEID>BEDFORD</SITEID>
</PO>
</POMboKey>
</InitiateAPPROVEPO>

© 2012 IBM Corporation

Integration

Waking up

<WakeupAPPROVEPO xmlns="http://www.ibm.com/maximo">
<POMboKey>
<PO>
<PONUM>1087</PONUM>
<SITEID>BEDFORD</SITEID>
</PO>
</POMboKey>
</WakeupAPPROVEPO>

© 2012 IBM Corporation

Resources

Maximo Workflow Guideline
– http://pic.dhe.ibm.com/infocenter/tivihelp/v60r1/topic/com.ibm.mbs.doc/pdfs/pdf_mbs_wo
rkflow.pdf

© 2012 IBM Corporation

Hands on – Activity Diagram

© 2012 IBM Corporation

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Webinar Recording: https://www.panagenda.com/webinars/hcl-notes-and-domino-license-cost-reduction-in-the-world-of-dlau/ The introduction of DLAU and the CCB & CCX licensing model caused quite a stir in the HCL community. As a Notes and Domino customer, you may have faced challenges with unexpected user counts and license costs. You probably have questions on how this new licensing approach works and how to benefit from it. Most importantly, you likely have budget constraints and want to save money where possible. Don’t worry, we can help with all of this! We’ll show you how to fix common misconfigurations that cause higher-than-expected user counts, and how to identify accounts which you can deactivate to save money. There are also frequent patterns that can cause unnecessary cost, like using a person document instead of a mail-in for shared mailboxes. We’ll provide examples and solutions for those as well. And naturally we’ll explain the new licensing model. Join HCL Ambassador Marc Thomas in this webinar with a special guest appearance from Franz Walder. It will give you the tools and know-how to stay on top of what is going on with Domino licensing. You will be able lower your cost through an optimized configuration and keep it low going forward. These topics will be covered - Reducing license cost by finding and fixing misconfigurations and superfluous accounts - How do CCB and CCX licenses really work? - Understanding the DLAU tool and how to best utilize it - Tips for common problem areas, like team mailboxes, functional/test users, etc - Practical examples and best practices to implement right away

Infrastructure Challenges in Scaling RAG with Custom AI models

Zilliz

Building Retrieval-Augmented Generation (RAG) systems with open-source and custom AI models is a complex task. This talk explores the challenges in productionizing RAG systems, including retrieval performance, response synthesis, and evaluation. We’ll discuss how to leverage open-source models like text embeddings, language models, and custom fine-tuned models to enhance RAG performance. Additionally, we’ll cover how BentoML can help orchestrate and scale these AI components efficiently, ensuring seamless deployment and management of RAG systems in the cloud.

Essentials of Automations: The Art of Triggers and Actions in FME

Safe Software

In this second installment of our Essentials of Automations webinar series, we’ll explore the landscape of triggers and actions, guiding you through the nuances of authoring and adapting workspaces for seamless automations. Gain an understanding of the full spectrum of triggers and actions available in FME, empowering you to enhance your workspaces for efficient automation. We’ll kick things off by showcasing the most commonly used event-based triggers, introducing you to various automation workflows like manual triggers, schedules, directory watchers, and more. Plus, see how these elements play out in real scenarios. Whether you’re tweaking your current setup or building from the ground up, this session will arm you with the tools and insights needed to transform your FME usage into a powerhouse of productivity. Join us to discover effective strategies that simplify complex processes, enhancing your productivity and transforming your data management practices with FME. Let’s turn complexity into clarity and make your workspaces work wonders!

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2. Considerations Why Automate? First steps Automate repetitive business and record Have the organizational chart in hand. management processes. Increase efficiency and accountability Review the standard operating procedures (ISO 9000 or the ISO 14000 procedures) Review policies for budget Research the types of records at your enterprise that require approval. Review the regulatory requirements for your industry and how they affect your business processes. © 2012 IBM Corporation

3. Workflow Applications Actions Person / Person Group – Are triggered by the routing that moves a – Use them when generating assignments and record from one node to another notifications Communication Templates Roles – Used for notifications – All workflow assignments are made to roles. Escalations Workflow Administration – Mechanism that monitors time-sensitive – View and modify assignments and active records and KPIs. Use with task instances of workflow processes. assignments. Workflow Designer Inbox/Assignments – Create, view, and modify workflow – Configure the Workflow Inbox on the Start processes. Center of a user. © 2012 IBM Corporation

5. Designer – Tool Palette Indicates that the progress of Marks the a record end of a Indicates a workflow through a need for process. process user input pauses until a Indicates an required evaluation of condition is the record, met. based on data in the Provides an Indicates Indicates that a record. option for a when a user separate workflow user is to be process is interaction given an contained within with a Inbox another record. assignment. workflow process. © 2012 IBM Corporation

6. Some Tips Generic process require less maintenance than specific ones. Identify when Notifications are required. Manage negative paths as well. Use sub-process when the process becomes complex. Explore SQL Statements, but in a correct way. Try auto-initiated workflows – usually the 1st user is the less experienced one © 2012 IBM Corporation

7. Integration Send HTTP POST to http://<host>:<port>/meaweb/wf/APPROVEPO Initiating <InitiateAPPROVEPO xmlns="http://www.ibm.com/maximo"> <POMboKey> <PO> <PONUM>1087</PONUM> <SITEID>BEDFORD</SITEID> </PO> </POMboKey> </InitiateAPPROVEPO> © 2012 IBM Corporation

Workflow Workshop 2012 Sep Leucir Marin

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