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[object Object],[object Object],[object Object],[object Object],[object Object],Welcome   to Transformation and Innovation 2007  The Business Transformation Conference Welcome
BPM and SOA:  Service Oriented Enterprises ,[object Object],[object Object],[object Object],[object Object],[object Object]
[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],BPM and SOA:  Service Oriented Enterprises
SOE Goal ,[object Object],IT Business SOA Technology Alone Will Not Do It
The SOE Challenge …Execution Gaps! Business Changes Worsen Execution Gaps Sales Service Operations Compliance Partners Management Goals Sales Service Operations Compliance Partners Systems
The Service Oriented Enterprise IT Service Infrastructure Service Oriented Architecture IT Service Infrastructure IT
Service Infrastructure  ,[object Object],[object Object],[object Object],[object Object],[object Object]
Loose Coupling isolated from the details of the service’s  implementation language,  platform, location, or other details  Internet GET/POST Request HTML Response Server (s) Internet SOAP Request SOAP Response Server (s) Client
Service Transport: HTTP/HTTPS Remote Service Request/Response: SOAP Service Description: WSDL Service Transactions: WS-Transaction/WS-Coordination Quality of Service: WS-Security, WS-ReliableMessaging Business Processes and Rules: BPMN, WS-BPEL, WS-CDL Service Management: WSDM Service Content and Portals: WSRP
ESB – Overview Messaging Backbone JMS WS-* XML  Services … Enterprise Service JCA Management Monitoring Deployment … Enterprise Service Enterprise Service Base Services Extended Services
Capabilities and Features of an ESB ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],Consumer Services requests use a transport protocol (e.g. JMS) different from the protocol (e.g. HTTP) of the Provider Transform Provider message format to Consumer message format and vice versa (XML to ASCII, XML to XML, etc.) Content based routing of Consumer  messages to appropriate Provider & Vice  Versa. Support for rules based routing Support for WS-Security, SAML, encryption, Authentication and Authorization Support for WS-AtomicTransaction, WS-Coordination, WS-BusinessActivity Support for Orchestration & Choreography
The Service Oriented Enterprise Enterprise Performance Management Service Performance Business
Strategic Methodology Financial Internal Learning Customer Vision Business Process Management System Enterprise Service Bus CI Methodology Enterprise Performance  Management Business Activity  Monitoring Business Intelligence
Enterprise Business Performance ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Business Intelligence BPM DB Data Integration/ETL Data Warehouse DB ERP/CRM ETL Process Integrated Data
Business Activity Monitoring
BPM  Process Instance DB Data Mining Predictive Models Other  Operational DBs BPM Suite Data Warehouse ETLs Higher Business VALUE
The Service Oriented Enterprise Enterprise Performance Management Service Performance IT Business Service Oriented Enterprises,  Dr. Khoshafian Service Oriented Architecture IT Service Infrastructure Business Process Management Suite Service Integration
BPM Suite Workflow BPM BPM Suite ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Where are  your Policies and Procedures ? ,[object Object],[object Object],[object Object],[object Object],[object Object],Policies Procedure
Enterprise Policies and Procedures Policies Procedure Policies Procedure Modeled Policies and Procedures Strategy and Vision Models Process Models Business Policy Models (business rules) Information & Integration  Model Organization Model Modeled And Automated Policies and Procedures
Use Cases  Information Model Strategy & Vision  Organizational Model Process Models Business Rules Integration Browse Catalog Check Shipment Status Place Order Process Invoice Ship Order
BPMS Models Operations Declarative Rules Process Flows GUI Integrators BPM Process Class Attributes Class Attributes Operations Conventional
Human Resource Example: New Hire Automate processing of new employees, contractors interns ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],Process Flows
Process Flows ,[object Object],[object Object],[object Object],[object Object],[object Object]
What are “Business Rules?” ,[object Object],[object Object],Business Rules are Declarative
What do we mean by “Declarative”? ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
What is the Relationship Between Business Rules and BPM? Source: Ron Ross Business Rules are the Nerves:  Controlling the processes Processes are the “muscles”
[object Object],[object Object],What is the Relationship Between Business Rules and BPM? Decision Decision Decision Policy Policy Partner Preference Best Practice Customer Preference
BPM Suite Business Process Monitoring & Analytics Business Rules Solution Frameworks Enterprise Application Integration Business To Business Integration Workflow
System/Partner and Human Participants Orchestrate Orchestrate Orchestrate Buyer Seller Shipper Choreography Seller Buyer Shipper
Unable  to Apply Example of SWIFTNet E&I Straight-Through Process Remitter Beneficiary Beneficiary Bank  Remitting Bank  ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],STP Unable to Apply 1 Notification of Assignment 3 Unable to Apply 2 Unable to Apply 4 Notification of Assignment 5 Notification of Assignment 6 Case Status Request 7 Case Status Response 8 Resolution of Investigation 9 Resolution of Investigation 10 Resolution of Investigation 11
BPM Suite Business Process Monitoring & Analytics Business Rules Solution Frameworks Enterprise Application Integration Business To Business Integration Workflow
Rule Types Correlation
Tasks Participants Rules
Example ,[object Object],[object Object],[object Object],[object Object],[object Object],Decision Decision Write-Off? Yes No Situation :  World Master Card VIP Customer ,[object Object],[object Object]
Situational Selection ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Building Assets BPM Suite Common Practices Build Assets USA Offices Canada Offices Pilot Canada v2 US version 2 West East Canada UK US Add Differences to Specialize French  North America Europe BPM  Application
BPM Suite Business Process Monitoring & Analytics Business Rules Solution Frameworks Enterprise Application Integration Business To Business Integration Workflow
Process Instance Data Procurement Process Jill’s Procurement (Computer) John’s Procurement (Desk) Mary’s Procurement (Printer)
BPM Suite Business Process Monitoring & Analytics Business Rules Solution Frameworks Enterprise Application Integration Business To Business Integration Workflow
Solution Frameworks Solution Framework SF Class 2 SF Class 2 Enterprise Application Integration Business To Business Integration Business Process Monitoring & Analytics Business Rules Workflow Solution Frameworks BPM Suite Operations Declarative Rules Process Flows GUI Integrators Solution Framework Class 1 Attributes Extension 1 Extension 2 Extension 3
Customer Process Management Framework  BPM Solution Development Healthcare Customer Relationship Extensions Customer Processes and Rules ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],Insurance Customer Relationship Telco Customer Relationship Enterprise Application Integration Business To Business Integration Business Process Monitoring & Analytics Business Rules Workflow Solution Frameworks BPM Suite Greater speed to market and use of best practices enable  faster achievement of competitive advantage
The Service Oriented Enterprise Enterprise Service Bus Application Server Analytic Measures Business Activity Monitoring Business Intelligence Strategic Methodology Example : Balanced Scorecard Enterprise Application Integration Business To Business Integration Business Process Monitoring & Analytics Business Rules Workflow Solution Frameworks BPM Suite
What Should You Look for  in a BPMS Methodology? ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
How: Strategic Methodology Financial Perspective Customer Perspective Internal Process  Perspective Innovation & Learning Perspective BSC Vision
How: CI Methodology D M A I C ,[object Object],[object Object],[object Object],Define ,[object Object],[object Object],[object Object],Measure ,[object Object],[object Object],[object Object],Analyze ,[object Object],[object Object],[object Object],Improve ,[object Object],[object Object],[object Object],Control
Continuous Improvement LifeCycle   Agents Six Sigma Black Belt Process Architect Analyst
Business Performance Methodology Business Process Management  Suite Business Activity Monitoring (Real-Time and Historic)
Capability Maturity Model development Process Defined Quantitatively Managed  Optimizing Initial   Level 1 Managed Level 2 Level 3 Level 4 Level 5
Maturity Stages Classification Level 1 Level 2 Level 3 Level 4 Level 5 CMMI Stage Initial Managed Defined Quantitatively Managed Optimizing BI equivalent No business intelligence services are being utilized Individual process metrics are collected through manual probes A business intelligence information architecture is defined A business intelligence platform is in place Forward-looking and outside information is integrated into the BI infrastructure BPM equivalent Processes are performed manually Processes are modeled using a formal modeling notation Processes are modeled and automated using BPMS technology Process metrics are automatically obtained and processes are managed on a day-to-day basis Processes are continually optimized SOA equivalent No services are defined Individual services are defined A comprehensive services architecture is defined An enterprise service bus is in place Continual optimization of QoS parameters, services architecture
BPM COE  Best Practices Roles Governance Best Practices Roles Governance Best Practices Roles Governance Service Oriented Architecture IT Service Infrastructure Enterprise Performance Management Service Performance Business Process Management Suite Service Integration
BPM Suites for the SOE Challenge… Service Operations Compliance Service Operations Compliance Systems Business Process Management Suite Service Integration Management Goals Systems Sales Service Operations Compliance Partners Sales Service Operations Compliance Partners Management Goals
Competitive Advantages for all Communities SOE Local Community Customers Shareholders Partners Government Employees
Conclusion ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Thank  Y ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],ou Thank  Y ou

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Enabling The Service-Oriented Enterprise

  • 1.
  • 2.
  • 3.
  • 4.
  • 5. The SOE Challenge …Execution Gaps! Business Changes Worsen Execution Gaps Sales Service Operations Compliance Partners Management Goals Sales Service Operations Compliance Partners Systems
  • 6. The Service Oriented Enterprise IT Service Infrastructure Service Oriented Architecture IT Service Infrastructure IT
  • 7.
  • 8. Loose Coupling isolated from the details of the service’s implementation language, platform, location, or other details Internet GET/POST Request HTML Response Server (s) Internet SOAP Request SOAP Response Server (s) Client
  • 9. Service Transport: HTTP/HTTPS Remote Service Request/Response: SOAP Service Description: WSDL Service Transactions: WS-Transaction/WS-Coordination Quality of Service: WS-Security, WS-ReliableMessaging Business Processes and Rules: BPMN, WS-BPEL, WS-CDL Service Management: WSDM Service Content and Portals: WSRP
  • 10. ESB – Overview Messaging Backbone JMS WS-* XML Services … Enterprise Service JCA Management Monitoring Deployment … Enterprise Service Enterprise Service Base Services Extended Services
  • 11.
  • 12. The Service Oriented Enterprise Enterprise Performance Management Service Performance Business
  • 13. Strategic Methodology Financial Internal Learning Customer Vision Business Process Management System Enterprise Service Bus CI Methodology Enterprise Performance Management Business Activity Monitoring Business Intelligence
  • 14.
  • 15. Business Intelligence BPM DB Data Integration/ETL Data Warehouse DB ERP/CRM ETL Process Integrated Data
  • 17. BPM Process Instance DB Data Mining Predictive Models Other Operational DBs BPM Suite Data Warehouse ETLs Higher Business VALUE
  • 18. The Service Oriented Enterprise Enterprise Performance Management Service Performance IT Business Service Oriented Enterprises, Dr. Khoshafian Service Oriented Architecture IT Service Infrastructure Business Process Management Suite Service Integration
  • 19.
  • 20.
  • 21. Enterprise Policies and Procedures Policies Procedure Policies Procedure Modeled Policies and Procedures Strategy and Vision Models Process Models Business Policy Models (business rules) Information & Integration Model Organization Model Modeled And Automated Policies and Procedures
  • 22. Use Cases Information Model Strategy & Vision Organizational Model Process Models Business Rules Integration Browse Catalog Check Shipment Status Place Order Process Invoice Ship Order
  • 23. BPMS Models Operations Declarative Rules Process Flows GUI Integrators BPM Process Class Attributes Class Attributes Operations Conventional
  • 24.
  • 25.
  • 26.
  • 27.
  • 28. What is the Relationship Between Business Rules and BPM? Source: Ron Ross Business Rules are the Nerves: Controlling the processes Processes are the “muscles”
  • 29.
  • 30. BPM Suite Business Process Monitoring & Analytics Business Rules Solution Frameworks Enterprise Application Integration Business To Business Integration Workflow
  • 31. System/Partner and Human Participants Orchestrate Orchestrate Orchestrate Buyer Seller Shipper Choreography Seller Buyer Shipper
  • 32.
  • 33. BPM Suite Business Process Monitoring & Analytics Business Rules Solution Frameworks Enterprise Application Integration Business To Business Integration Workflow
  • 36.
  • 37.
  • 38. Building Assets BPM Suite Common Practices Build Assets USA Offices Canada Offices Pilot Canada v2 US version 2 West East Canada UK US Add Differences to Specialize French North America Europe BPM Application
  • 39. BPM Suite Business Process Monitoring & Analytics Business Rules Solution Frameworks Enterprise Application Integration Business To Business Integration Workflow
  • 40. Process Instance Data Procurement Process Jill’s Procurement (Computer) John’s Procurement (Desk) Mary’s Procurement (Printer)
  • 41. BPM Suite Business Process Monitoring & Analytics Business Rules Solution Frameworks Enterprise Application Integration Business To Business Integration Workflow
  • 42. Solution Frameworks Solution Framework SF Class 2 SF Class 2 Enterprise Application Integration Business To Business Integration Business Process Monitoring & Analytics Business Rules Workflow Solution Frameworks BPM Suite Operations Declarative Rules Process Flows GUI Integrators Solution Framework Class 1 Attributes Extension 1 Extension 2 Extension 3
  • 43.
  • 44. The Service Oriented Enterprise Enterprise Service Bus Application Server Analytic Measures Business Activity Monitoring Business Intelligence Strategic Methodology Example : Balanced Scorecard Enterprise Application Integration Business To Business Integration Business Process Monitoring & Analytics Business Rules Workflow Solution Frameworks BPM Suite
  • 45.
  • 46. How: Strategic Methodology Financial Perspective Customer Perspective Internal Process Perspective Innovation & Learning Perspective BSC Vision
  • 47.
  • 48. Continuous Improvement LifeCycle Agents Six Sigma Black Belt Process Architect Analyst
  • 49. Business Performance Methodology Business Process Management Suite Business Activity Monitoring (Real-Time and Historic)
  • 50. Capability Maturity Model development Process Defined Quantitatively Managed Optimizing Initial Level 1 Managed Level 2 Level 3 Level 4 Level 5
  • 51. Maturity Stages Classification Level 1 Level 2 Level 3 Level 4 Level 5 CMMI Stage Initial Managed Defined Quantitatively Managed Optimizing BI equivalent No business intelligence services are being utilized Individual process metrics are collected through manual probes A business intelligence information architecture is defined A business intelligence platform is in place Forward-looking and outside information is integrated into the BI infrastructure BPM equivalent Processes are performed manually Processes are modeled using a formal modeling notation Processes are modeled and automated using BPMS technology Process metrics are automatically obtained and processes are managed on a day-to-day basis Processes are continually optimized SOA equivalent No services are defined Individual services are defined A comprehensive services architecture is defined An enterprise service bus is in place Continual optimization of QoS parameters, services architecture
  • 52. BPM COE Best Practices Roles Governance Best Practices Roles Governance Best Practices Roles Governance Service Oriented Architecture IT Service Infrastructure Enterprise Performance Management Service Performance Business Process Management Suite Service Integration
  • 53. BPM Suites for the SOE Challenge… Service Operations Compliance Service Operations Compliance Systems Business Process Management Suite Service Integration Management Goals Systems Sales Service Operations Compliance Partners Sales Service Operations Compliance Partners Management Goals
  • 54. Competitive Advantages for all Communities SOE Local Community Customers Shareholders Partners Government Employees
  • 55.
  • 56.