BPM Application Infrastructure

Rick Control Solutions © 2014 – www.riskcs.com – info@riskcs.com
BPM Application Infrastructure . . .
Easier to define, configure & deploy
Vantage-Plus
The next Big thing in BPM – Putting it to work!
Banking
Insurance
Logistics
Manufacturing
SME
Define
Collaborate
Connect
Configure
Deploy

The Big Issue(s) for BPM
The Big Issue is:-
•How to move from a Process Model to Prototype to Deployment And how to . . .
1.How to scale up across locations
2.Extend processes to include third-parties
3.Handle exceptions

Prelude to Vantage(+)
This presentation is intended to introduce the viewer to the concepts and benefits of a BPM Applications Infrastructure that sits above a traditional BPM technologies (the process and rules engines).
The prime objective of the BPM Application Infrastructure is to be ….
“business aware” in the visualization and implementation of business rules and processes
… to better adapt to changes to the business environment without incurring delays or costs at the application level.

Agenda
•ICT Challenges
•Solution Goals
•Vantage-Plus Overview
•Vantage-Point – BPM Infrastructure
•Vantage-Suite – Application Templates
•Benefits

1. ICT Challenges

Current Challenges(1) – Legacy Environment
•Inefficient & costly – manual, clerical, paper based, duplication
•Disparate & duplicated data
•Cumbersome & inflexible to maintain & support
Current application environment remain continue to be cluttered with many disparate functionally based application; resulting in:
Integrated cross functional business processes are difficult to implement. Particularly across multiple parties, role & locations Even though BPMN diagrams provide a good discuss point.

Challenges – Enhance, Build or Buy
Build – Traditional SDLC – Remains ineffective and risky
Buy - Commercial Off The Shelf – expensive & lacks fit
•Functionally focused
•Fit – requires customization
•Proprietary environment
•Standalone - requires integration
•Technical complexity & High TCO
•Vague business alignment
•Not adaptable to change
•Resource constrained
•Difficult to control
•Subject to cost & time overruns
2. CIO are still faced with the Build/Buy conundrum

BPM Issues
1.Currently BPM focuses on modeling & visualization
2.Organization, Roles & responsibilities and relationships are difficult to map and enforce.
3.Interaction with 3rd parties is difficult
4.Difficult to address live implementation constraints – support for how people work.
5.Roles & Responsibilities are not clearly defined
6.Document, Correspondence & checklists are difficult to integrate to the process
7.Tracking and reporting (SLAs) is mismatched with responsibility
BPMN2 diagrams can hide much of the implementation complexity

2. ICT Solutions Goals

A Modern ICT Architecture
• Business Process rather than Functional
• Inclusive rather than exclusive
• Rapid Development & Implementation
• Flexibility for enhancements and change
• A single shared infrastructure
• Single shared reduced cost platforms
• Performant & scalable
• Technology Independent (amap)
• Open SOA Approach
1. Faster Time to Market
2. Future Proofed – Dynamic Flexibility
3. Exploit Current Investment
4. Increased visibility
5. Less Complexity
6. Reduced Risk
7. Less effort, better ROI
What’s Required

Business Objectives
BPM INTEGRATED APPLICATIONS & CONSOLIDATED DATA
Creating Customer Value-chain
Note: This does not necessarily mean replacing all legacy systems just that processes are like to span them. It is therefore desirable to have some solution that can provide the “glue” to ensure process can operate across them!

Strategies for Process Improvement
Business Definitions & Rules
Performance Tracking
Live Process Instances
Processes
Applications
Monitoring
Strategy
1
3
4
Application Interface
2

3. Introduction
A hybrid BPM Environment
Vantage-Plus

Vantage-Plus - Introduction
•People
•Products
•Processes
Productivity, Efficiency, Cost
•Multi-Party
•Multi-Role
•Multi-Location
Vantage-Point - BPM Application Infrastructure & Toolkit Vantage-Suite - BPM Application Templates
An inclusive, results focused BPM environment

Application GUI Modules
Environment
Process
Business Rules
Decision Table (xls)
Separation of the business definitions, Processes and Business Rules from the Application GUI.
This ensures sharing and reuse and minimizes development (& change) time for the new unique parts.
Vantage-Plus - Concepts
Separation of Business Processes and Rules from Applications

Vantage-Plus - Objectives
1.Inclusive BPM, covering complete organization, partners, products and services
2.Reduce Time to Market (RAD) – minimize the need for customization (<15%), utilizing process templates and configurations for instant prototyping
3.Reduce risk of failure – utilize a proven BPM application infrastructure - 80% of new processes share and reuse stock component and configuration
4.Reduced technical complexity – use standard technical infrastructure
5.Facilitate change – rather than simply adapt to it

Vantage-Plus – Solution Overview
Vantage-Plus – A 3 Tier BPM Architecture (from the bottom up)
1.Vantage Suite - a series of common application templates that can be used to fast track deployments.
2.Vantage Point – a proven, highly configurable BPM Applications Infrastructure that facilitates better “fit” to your business environment, facilitates sharing & reuse and reduces time-to-market (costs).
3.Built on top of industry standard technologies to help reduce overheads, complexity and risk
1
2
3
Vantage-Point (Tier 2) is the main component and focus of this presentation as it provides the bulk of the functions and capabilities that results in 80% of any resulting application. As a result we shall describe this tier in some detail in the following section. Tier 1 & 3 will be presented very briefly afterwards.

4. Key Componets A hybrid BPM Environment
Vantage-Plus

4.1 Technical Infrastructure

Based on BPM Industry Standards
•BPM Engine (Jboss)
•BPMN2 Modeling
•Inc Business Rules (Drools)
•Application Servers
•Jboss
•Weblogic
•Websphere
•Database
•Hibernate (independence)

4.2 Application Infrastructure
Vantage-Point

Based on BPM Industry Standards
A shared BPM infrastructure on which integrated collaborative applications can be prototyped, implemented and improved. Solution is divided into 2 distinct parts:
1.Declarative Framework – to define your business environment
2.Functional Toolkit – key shared components used to enrich the process
BPM Toolkit
Verification
Approvals
Customer
Management
Process
Management
Scoring
Segmentation
Document
Messaging
Organization
Customers
Products
Partners
Processes
BPM Declarative Framework
Vantage-Point

4.2.1 Declarative Framework
Vantage-Point

Declarative – Business Environment

Flexible Organization Structure
Hierarchic Structure
Group Authorizations
• Permissions
• Guest
• PTP
• WO
Group Assign
• Draw New Case
• Transfer Case
• Refer Case
• Escalate Case
• Prioritize Case
• Correspondence
• Reports
Multi-Party, Multi-Location, Multi-Role

Flexible Product Structures
Customer Focused Product Structures
Product / Organization mapping

4.2.1 BPM Toolkit
Vantage-Point

Vericos Shared BPM Infrastructure

Single (Web) Screen Workspace
Single contact screen with “quick entry” action/results
Key Features
•Intuitive Panel Layout
Contacts
Case Detail
Tabbed Info
•Case-based Menu
•Quick Entry Actions
•Fast Draw Next Case
•Scripting and Alerts
Benefits
1.Effective Customer Communication
2.Reduced Clerical tasks
3.Reduced time between calls
4.Increased one call response
5.Reduced cost
Solution features

Integrated Document Management
•Forms - Structured PDF Documents with Data & Mail-merge
•Multi-recipient Correspondence (Letters, E-Mails and SMS) – with Mail-merge
•Documents (Scanned, Images etc.)
•Process integration and Interaction
•Role Assignment & Entity Grouping
•Folders & Checklists
•Visibility at Customer, Account, Contact & Case
•Bulk segmented document sending e.g. for sales promotions etc.
•Hooks for external CMS/DMS links
Documents, Correspondence & messages (e or otherwise) still for the basis for all inter-process interaction and communication

Risk Level
Loan Approval Policy
Collections Strategy
Hi
Reject
N/A
Med 1
BLR + 1%
Pre-Collect (Calls)
Structured Dunning :-
X-Days on – SMS & Calls
Med 2
BLR - < 2 bill
Structured Dunning
Current – SMS Bill Notice
X-Days – SMS Due
30-Day on SMS & Calls
Low
BLR – pre-approve < 1 mill
SMS X-Days, SMS+ Calls 30-Day on
Preferred
Customer
BLR – 1% - reset limit 5 mil
X-Day – SMS Bill Notice
30 Day – Bill and Due Rem
60 Day – Personal Call
1.Segmentation
2.Sales Qualification
3.Loan Pricing – interest and fees
4.Loan Constraints – loan amounts & tenure
5.Collections Strategies - Preemptive
Scoring & Profiling
Example - Analytic driven processes

1.Operational Snapshots
2.Business Activity Monitoring
3.Business Reporting & Intelligence
Process Monitoring & Performance Reporting
Reporting Data Environment
Vantage-Point captures data at the action, event level and can then easily establish meaningful business intelligence by relating such case data back to the business subject areas defined in the declarative environment.
The creation of internal data marts for both portfolio (customer) and organization (performance) support a number of different types of reports and analysis:-

4.3 Application Templates
Vantage-Suite

Stock BPM Application Templates
Vantage-Suite is a library of BPM application templates that can be used as-is or cloned to “fast-track” deployments. Subsequently they can be tailored and enhanced for specific client requirements. Templates includes the following processes:
•Sales & Marketing
•Pre-Sales
•Finance Origination
•Disbursement
•Policy Claims
•Extended Warranty
•Customer Service
•Collections & recovery
•Supply-Chain & Distribution
•SME Fulfillment

5. Benefits

Benefits - Overview
1. Based on Open Industry Standard (jBPM)
2. Enhanced by Shared BPM Infrastructure
3. Rapid Application Development (Iterative)
4. Customer/Process Value-chains)

Benefits – Vantage-Point
1. Business focus (not technology) – ensures alignment & fit
2. Declarative business environment - shared across processes
3. Shared functional collaborative tools - configured by process instance
4. RAD – Faster time to market -> Ready to Implement .
5. Reduced resources -> reduced dependencies -> better project control.
6. Improved flexibility helps support & Maintenance -> empowers BPI
7. You own & maintain the customer & applications (we support the infrastructure)
8. Performant & Robust -> Implement once use many -> Share & Reuse
9. Reduced Cost, Reduced Risk -> Greater success greater profits.
Integrates all app modules in credit cycle – FOS/CC & Collections

Demo
Call or e-mail for a login to the on-line demo – on “the cloud”

Demonstration – Interest Areas
Defining Processes (jBPM)Functional ToolkitSample AppsOverviewCase TypesLOS• Processes• Screen• Pre-sales Simulation• Swimlanes (Roles)• Menu• Cust/Contacts• Activities• Action/Results• Details • Customer• Tabs• Integration with VPWorkflow/BPM Engine• Score• Tracking• AssetDeclarative FrameworkDocumentsPartnersOrganization• Correspondence• Approval Activities• Org-hierarchy (Roles) - Mail-Merge• Responsibilities• Location - Email• TP - SMSEW• Customer• Forms (PDF)• Make & Model• Authorizations etc• Scripts• PortalProducts & ServicesFoldersCollections• Plans• Document • PTP• Promo• Checklist • Reports• TOU - Documents & Events• Activities• PlanDS - TOU• Customer Care - Dynamic• NDA• SamplesScorecards• Flexi• Risk-based

The End
Thank You!
E: info@riskcs.com W: www.riskcs.com
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BPM Application Infrastructure

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