Architecture for scalable BPM solutions Introduction The role and shortcomings of SOA Integrating legacy applications with the BPMS Building high-performance BPM solutions The role of a business rules management system in your architecture Architecture to support event-driven business processes to reduce latency in business processes and the company as a whole

1. Make Your Business More Flexible with Scalable
Business Process Management Solutions

2. Agenda
• Architecture for scalable BPM solutions
– Introduction
– The role and shortcomings of SOA
– Integrating legacy applications with the BPMS
– Building high-performance BPM solutions
– The role of a business rules management system
in your architecture
– Architecture to support event-driven business
processes to reduce latency in business processes
and the company as a whole
2

3. Our Speaker
Eric Roch
• GM and Chief Technologist for Perficient’s Enterprise
Application Integration practice
• 25+ years of experience in Information Technology
• Previous roles include: executive level management,
technical architect, and software development in top tier
technology organizations including TIBCO Software and
Deloitte Consulting.
• Strategic planning and commercialization of
methodologies and software
• Technical architecture for multi-platform application and
systems integration at organizations.
• Guest speaker and author
Find this and other free webinars and presentations at
www.Perficient.com/webinars
3

4. Architecture Consistency
Accidental Layered
Rigid Extensible
Silo-Oriented Service-Oriented
Value in reusable services and also architecture consistency
4

5. Barriers to the goal
• Information throughout
the enterprise
• Silos of data
• Decentralized control
• No one single solution
• No cohesive strategy
• Legacy systems difficult
to make part of the
strategy
5
5

6. SOA Facts
• SOA is about architecture
• Does not implicitly improve governance, IT
strategy, or business alignment
• In practice is often lead by IT architects with
little business input or impact
• Top-down, strategic SOA has been
disappointing
• There is more to building modern application
than SOA
• Total modern architecture includes SOA,
BPM, data management, EDA, legacy
modernization and Web 2.0 technologies

7. SOA Entry Points
• Process innovation and
optimization via BPM
• SOA for application integration
• SOA as enabling infrastructure –
portals, information
management, reusable software
components
• SOA connectivity –
B2B, portal, multi-channel
• Information management –
information as a service, business
intelligence, master data
management
Pick the path to quick wins and ROI
7

8. Enterprise Service Bus
Services Backbone • Connect • Mediate
Enterprise Service Bus • Transport • Event notification
(ESB) • Route • Exception Handling
Enterprise Service Bus (ESB)
SOAP/HTTP
SOAP/JMS
EMS/JMS
HTTP/S
SMTP
HTTP
FTP
EDI
Check Check Alert
Place Credit Process Notify Issue
Customer Quantit Large
Order Check Order Customer Invoice
Account y Order
Abstract the data format and the behavior of legacy systems
8

9. The SOA Information Gap
―SOA by itself does nothing to address the
question of how data should be managed within
this architecture. ... data remains fragmented
despite the best efforts to rationalize it. This
issue is motivating the creation of a new class
of middleware that Forrester calls the
information fabric.‖
The Forrester Report Information Fabric:
Enterprise Data Virtualization
"You will waste your investment in SOA unless
you have enterprise information that SOA can
exploit."
Gartner
9

10. Data Virtualization Layer
Create Quote Create Estimate
Process Flow Process Flow
Trigger Trigger
Information as a Service
(Shared Metadata)
Legacy Packaged
Application Application
Data
Warehouse
• Data federation for consistent packaging of data
• Leverages understanding of metadata relationships
• Applies consistent rules to data
• Centralized control and maintenance
• Flexibility to change information sources and formats

11. Business Process Management and Workflow
• The term Business Process Management refers to
activities performed by businesses to optimize and
adapt their processes.
• Although it can be said that organizations have
always been using BPM, a new impetus based on the
advent of software tools which allow for
• Direct execution of the business processes without a
costly and time intensive development of the required
software.
• In addition, these tools can also monitor the execution
of the business processes, providing managers of an
organization with the means to analyze their
performance and make changes to the original
processes in real-time
• BPM has a tight link to componentized and service
oriented IT architecture
11

12. BPM and Services
Human Task
Human Task
D
C
Human Task Human Task
Workflow Invoke
A
Invoke
F
Invoke
Human Task
Invoke B
Service Service Service Service
X Y Z U
• Workflows implement business processes
• Workflow engine navigates the network of activities
• Typically invoking automatic (service choreography) or manual activities
• Mostly visual programming/modeling
12

13. Process Orchestration Layer - BPMS
• Designer and repository
• Execution engine
• Database – case state
• Database – case history Execution
Engine
• Case history reporting –
KPIs, task timings,
timings by role
• Starting a new case is Design State Process
resource intensive Repository Management History
13

14. Scaling BPM Application Architecture
• Does not burden BPMS
engine with complex
business logic
• Does not add business
data to BPMS state
database
• Application and
presentation layers are
needed
• The application layer
manages events and
transaction state
14

15. BRMS Architecture
• Manages the lifecycle of
the rules
• Author rules
• Execute stateless rules
• Statistical reports about
rule execution
• Rule execution is
embedded in business
applications – e.g. a
decision service
15

16. Using BRMS in BPMS
BPMS
• Lifecycle of rules are
external to the BPMS
• Business processes
“call” rules e.g. via
services
Rule
• Rules make a stateless Authoring Rule
Engine
decision
• Rules have to have a
driving workflow or
application
Rule
Repository

17. Event-driven Architecture
• Event-driven architecture (EDA) is a
software architecture pattern
promoting the production,
detection, consumption of, and
reaction to events
• Complex event processing (CEP)
consists in processing many events
happening across all the layers of an
organization, identifying the most
meaningful events within the event
cloud, analyzing their impact, and
taking subsequent action in real
time.
17

18. CEP Architecture
Fine-grain
• Consistent operational CEP
Business Events
Engine
rules applied to business
events Concept
State
• Declarative rules and
implicit state management Rule
• Event driven, non-linear, Bases
closed-loop, agile business Logical Events – Notifications, Consequences Actions
BPMS ESB
processes Event
Channel(s)
• Component failure (fine
grain) – outage (logical
/predictive)
Flexible Workflows
Integration and
SOA
Business Components
System(s) of Record Business Applications
18

19. CEP High-level Architecture Patterns
• Situation awareness is about
"knowing" the state of the
product, person, document, or
entity of interest at any point
in time.
• Sense and respond is about
detecting some significant fact
about the product, person,
document or entity of
interest, and responding
accordingly
• Track and trace is about
tracking the product, person,
document or entity of interest
over time and tracing
pertinent facts

20. CEP Benefits
• CEP will manage events, state transitions, and event
correlation reducing code in the application layer
– Control logic
– Persistence logic
– Business Rules
• Correlated events will drive business processes
• The same events can drive operational efficiencies and longer-
term strategic decision support
• Rules are less complex with the event driven concepts
– Persistent business objects
– Known context of the event
20

21. Business Events and BPM Roadmap
• Target critical business events
• Identify candidate business (sub)process
to automate – benefits/pain-points
• Inventory relevant events, rules and
concepts
• Project LoE(s) and Roadmap
• Integrate systems used in key business
processes – event enable
• Define process activities
• Mine candidate rules
• Model events, rules and concepts
• Iterate through business processes

22. Contacts
• Contacts
– www.perficient.com
– Eric.Roch@perficient.com
– Blog: http://it.toolbox.com/blogs/the-soa-blog/
• Google “SOA blog”
– Lindedin SOA SIG Group:
http://www.linkedin.com/groups?gid=36604
22

23. Follow Perficient Online
Perficient.com/SocialMedia
Daily unique content about content
management, user experience, portals and
other enterprise information technology
solutions across a variety of industries.
Twitter.com/Perficient Facebook.com/Perficient

24. About Perficient
Perficient is a leading information technology consulting firm serving
clients throughout North America.
We help clients implement business-driven technology solutions that
integrate business processes, improve worker productivity, increase
customer loyalty and create a more agile enterprise to better respond
to new business opportunities.

25. PRFT Profile
 Founded in 1997
 Public, NASDAQ: PRFT
 2010 Revenue of $215 million
 20 major market locations throughout North America
— Atlanta, Austin, Charlotte, Chicago, Cincinnati, Cleveland,
Columbus, Dallas, Denver, Detroit, Fairfax, Houston,
Indianapolis, Minneapolis, New Orleans, Philadelphia, San
Francisco, San Jose, St. Louis and Toronto
 1,500+ colleagues
 Dedicated solution practices
 500+ enterprise clients (2010) and 85% repeat business
rate
 Alliance partnerships with major technology vendors
 Multiple vendor/industry technology and growth awards

26. Our Solutions Expertise & Services
Business-Driven Solutions Perficient Services
• Enterprise Portals  End-to-End Solution Delivery
• SOA and Business Process  IT Strategic Consulting
Management  IT Architecture Planning
• Business Intelligence  Business Process & Workflow
• User-Centered Custom Applications Consulting
• CRM Solutions  Usability and UI Consulting
• Enterprise Performance Management  Custom Application Development
• Customer Self-Service  Offshore Development
• eCommerce & Product Information  Package Selection, Implementation
Management and Integration
• Enterprise Content Management  Architecture & Application Migrations
• Industry-Specific Solutions  Education
• Mobile Technology
• Security Assessments
Perficient brings deep solutions expertise and offers
a complete set of flexible services to help clients
implement business-driven IT solutions 26

27. Thank You!