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WfMC Forum Poland 2007 Tutoriel WfMC France 2007 BPM in Practice:  Understanding & Implementing BPM  Justin Brunt WfMC Vice Chair, Sr. Product Manager TIBCO Ken Mei WfMC External Relations Committee Michael zur Muehlen Professor, Stevens Institute of Technology Nathaniel Palmer WfMC  Executive Dire ctor Keith Swenson,  Technical Committee Chair, WfMC,  VP R&D, Fujitsu Computer Systems
Workflow, BPM, & New Enterprise Architecture Keith Swenson Technical Committee Chairman WfMC Vice President of R&D   Fujitsu Computer Systems
Section Overview ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Considering your existing enterprise apps, how important are the following business problems? Source: Forrester Survey of 145 Business and IT decision makers ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
A Few Definitions ,[object Object],[object Object],Ref: WFMC-TC-1011  http://wfmc.org/
A Few Definitions ,[object Object]
Relationships of Key Concepts
One Last Definition ,[object Object]
What is “Human” BPM? ,[object Object],[object Object]
Business Run on Processes Finance Sales Marketing Manufacturing Information Technology ,[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]
Business Processes Are Cross-functional
To compete and survive today ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
People are at the heart of every process ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
What is the Gap Between Business & IT?
Business and IT: Two Different Audiences Business IT Concerned with only those goals that can be translated into  tested, reliable, secure  systems Concerned with business goals both manual & automatable Social  structures, working hours, vacation schedules, learning skills, changing positions System structure, 7x24, scalability System to system. platform independence robust & fully automated. User interface, choosing among list of tasks, reassigning, manual handling of exceptional occasions. Change processes  in  days Change processes  in  months ? ? ? ? ? ? Legacy CRM ERP Supply Chain Sales Marketing Finance Procurement
The Bridge Between Human & System CRM Legacy ERP Supply Chain Sales Marketing Finance Procurement Business IT Enterprise Service Bus Web Service Orchestration Presents the right user interface,  to the right person  at the right time. Notifies & reminds people Automated activities make calls to the ESB and Composite Services in response to user actions. EAI Composite Services WS-Orchestration Web Services Resources Adapters Forms GUI Roles Assignee Expressions Timers Human BPM / Workflow
What is the purpose of BPM / Workflow ,[object Object],[object Object],[object Object],[object Object]
Where is it Going? ,[object Object],[object Object],[object Object]
How Does Workflow Bridge the Gap?
1990    Workflow in the Brain Enterprise Application A “ Account Management” Background Check Conformance Guidelines Application Logic in  Monolithic Program UI “Screens” list Accts new Acct update Acct delete Acct
1993    Workflow Assist in Sequence Enterprise Application A “ Account Management” Background Check Conformance Rules Application Logic in  Monolithic Program UI “ Screens” list Accts new Acct update Acct delete Acct background check create account check guidelines Launches UI User accesses original UI directly Human BPM/Workflow:
1996    Distribute Work Enterprise Application A “ Account Management” Background Check Conformance Rules Application Logic in  Monolithic Program UI “ Screens” list Accts new Acct update Acct delete Acct background check create account check guidelines Launches
2002    Backend converted to Web Services Enterprise Application A “ Account Management” Background Check Conformance Rules Application Logic Service Oriented Architecture Exposed Web Services list Accts new Acct update Acct delete Acct enter info create account bg check rules Review UI connects user  to process engine, not the back-end applications
2005    Composite Services Give IT Agility Old Rules Enterprise Application A “ Account Management” Background New Rules list Accts new Acct update Acct delete Acct enter info create account call 1 Review ESB / BPEL Application Logic Exposed Web Services Composite Service
2005    Composite Services Give IT Agility Old Rules Background New Rules list Accts new Acct update Acct delete Acct enter info create account call 1 Review ESB / BPEL Application Logic Exposed Web Services Composite Services
Human Activities Have Three Phases Review Automated phase before to prepare for the task Wait phase for  Human to do the work, includes timers and escalation logic Automated phase after to take care of results of the task User Interface (while waiting) Note: this notation  is not standard!
2008    Simplify as “Human Steps” Enterprise Application A “ Account Management” Background Conformance Rules Application Logic Exposed Web Services list Accts new Acct update Acct delete Acct call 1 Review ESB / BPEL enter info Composite Service To People: Looks like two steps! Much simpler.
Separation of Responsibility ,[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],Enterprise Application A “ Account Management” Background Rules list Accts new Acct update Acct delete Acct ESB / BPEL call 1 Review enter info
Separation of Development ,[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],Depends strongly on who is in each organization. Changes on daily basis Organizational Culture Optimize for each team Respond to market or legislation Related to Training, Experience Requires expensive technical capabilities Very low or no dependence upon the organizational culture Knowledge of infrastructure Who? When? What? How?
Human Process Management  vs. Enterprise Application Integration
EAI BPM ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Human BPM/Workflow ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Workflow : End user application ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Workflow : advanced management ,[object Object],[object Object],[object Object],[object Object]
Workflow : the user within BPM ,[object Object],[object Object],[object Object],[object Object],KO OK OK (Initiator’s) Manager HRD Initiator KO Fill-in the request Approving the vacation request Validating the vacation request Notifying acceptance Notif. Refusal by the manager Notif. Refusal by HRD Notif. Refusal by HRD of an accepted vacation Initiator Initiator Manager Initiator
Workflow : also system integration ,[object Object],[object Object],[object Object]
Convergence ,[object Object],[object Object]
Convergence has multiple benefits ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
BPM Standards foster convergence ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Business Level Agility
Step 1    Draw Human Process Review enter info First: a business analyst  draws the “human” process Business Analyst John
Top Down Design: Step 2    Add Integration Enterprise Application A “ Account Management” Background Conformance Rules list Accts new Acct update Acct delete Acct call 1 Review ESB / BPEL enter info Second: Service Invocation Added by IT Expert IT Integration Expert Robert
Agility = Business Driven Change w/o Programming Enterprise Application A “ Account Management” Background Rules list Accts new Acct update Acct delete Acct call 1 Review ESB / BPEL enter info News Flash! Some other bank sued! Need to  respond quickly to  avoid risk! legal check
[object Object],[object Object]
Benefit    Business Level Agility ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Section Summary ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Process Thought Leadership

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D1 3 200710 Poznan+Paris Bpm Arch

  • 1. WfMC Forum Poland 2007 Tutoriel WfMC France 2007 BPM in Practice: Understanding & Implementing BPM Justin Brunt WfMC Vice Chair, Sr. Product Manager TIBCO Ken Mei WfMC External Relations Committee Michael zur Muehlen Professor, Stevens Institute of Technology Nathaniel Palmer WfMC Executive Dire ctor Keith Swenson, Technical Committee Chair, WfMC, VP R&D, Fujitsu Computer Systems
  • 2. Workflow, BPM, & New Enterprise Architecture Keith Swenson Technical Committee Chairman WfMC Vice President of R&D Fujitsu Computer Systems
  • 3.
  • 4.
  • 5.
  • 6.
  • 8.
  • 9.
  • 10.
  • 11. Business Processes Are Cross-functional
  • 12.
  • 13.
  • 14. What is the Gap Between Business & IT?
  • 15. Business and IT: Two Different Audiences Business IT Concerned with only those goals that can be translated into tested, reliable, secure systems Concerned with business goals both manual & automatable Social structures, working hours, vacation schedules, learning skills, changing positions System structure, 7x24, scalability System to system. platform independence robust & fully automated. User interface, choosing among list of tasks, reassigning, manual handling of exceptional occasions. Change processes in days Change processes in months ? ? ? ? ? ? Legacy CRM ERP Supply Chain Sales Marketing Finance Procurement
  • 16. The Bridge Between Human & System CRM Legacy ERP Supply Chain Sales Marketing Finance Procurement Business IT Enterprise Service Bus Web Service Orchestration Presents the right user interface, to the right person at the right time. Notifies & reminds people Automated activities make calls to the ESB and Composite Services in response to user actions. EAI Composite Services WS-Orchestration Web Services Resources Adapters Forms GUI Roles Assignee Expressions Timers Human BPM / Workflow
  • 17.
  • 18.
  • 19. How Does Workflow Bridge the Gap?
  • 20. 1990  Workflow in the Brain Enterprise Application A “ Account Management” Background Check Conformance Guidelines Application Logic in Monolithic Program UI “Screens” list Accts new Acct update Acct delete Acct
  • 21. 1993  Workflow Assist in Sequence Enterprise Application A “ Account Management” Background Check Conformance Rules Application Logic in Monolithic Program UI “ Screens” list Accts new Acct update Acct delete Acct background check create account check guidelines Launches UI User accesses original UI directly Human BPM/Workflow:
  • 22. 1996  Distribute Work Enterprise Application A “ Account Management” Background Check Conformance Rules Application Logic in Monolithic Program UI “ Screens” list Accts new Acct update Acct delete Acct background check create account check guidelines Launches
  • 23. 2002  Backend converted to Web Services Enterprise Application A “ Account Management” Background Check Conformance Rules Application Logic Service Oriented Architecture Exposed Web Services list Accts new Acct update Acct delete Acct enter info create account bg check rules Review UI connects user to process engine, not the back-end applications
  • 24. 2005  Composite Services Give IT Agility Old Rules Enterprise Application A “ Account Management” Background New Rules list Accts new Acct update Acct delete Acct enter info create account call 1 Review ESB / BPEL Application Logic Exposed Web Services Composite Service
  • 25. 2005  Composite Services Give IT Agility Old Rules Background New Rules list Accts new Acct update Acct delete Acct enter info create account call 1 Review ESB / BPEL Application Logic Exposed Web Services Composite Services
  • 26. Human Activities Have Three Phases Review Automated phase before to prepare for the task Wait phase for Human to do the work, includes timers and escalation logic Automated phase after to take care of results of the task User Interface (while waiting) Note: this notation is not standard!
  • 27. 2008  Simplify as “Human Steps” Enterprise Application A “ Account Management” Background Conformance Rules Application Logic Exposed Web Services list Accts new Acct update Acct delete Acct call 1 Review ESB / BPEL enter info Composite Service To People: Looks like two steps! Much simpler.
  • 28.
  • 29.
  • 30. Human Process Management vs. Enterprise Application Integration
  • 31.
  • 32.
  • 33.
  • 34.
  • 35.
  • 36.
  • 37.
  • 38.
  • 39.
  • 41. Step 1  Draw Human Process Review enter info First: a business analyst draws the “human” process Business Analyst John
  • 42. Top Down Design: Step 2  Add Integration Enterprise Application A “ Account Management” Background Conformance Rules list Accts new Acct update Acct delete Acct call 1 Review ESB / BPEL enter info Second: Service Invocation Added by IT Expert IT Integration Expert Robert
  • 43. Agility = Business Driven Change w/o Programming Enterprise Application A “ Account Management” Background Rules list Accts new Acct update Acct delete Acct call 1 Review ESB / BPEL enter info News Flash! Some other bank sued! Need to respond quickly to avoid risk! legal check
  • 44.
  • 45.
  • 46.

Notas do Editor

  1. 03:00 PM-06:00 PM Sunday, September 16, 2007 Paid Workshop: BPM in Practice: Understanding and Implementing BPM Presented by the leadership team and standards architects of the Workflow Management Coalition (WfMC), this intensive workshop covers the benefits and business impact of BPM, as well as the relevant industry standards including Wf-XML, XPDL, BPMN and BPEL. The topics range from general overview of the BPM market to specific, detailed presentations on standards. The course is designed for beginners and for those who are already familiar with BPM but need to know more about the leading BPM standards and their effect on software design and implementation. Participants will gain a detailed understanding of how to approach BPM initiatives, as well as the role of Business Process Modeling Notation (BPMN) and XML Process Definition Language (XPDL) and Business Process Execution Language (BPEL). All participants will receive an XPDL Implementer’s Kit with details and preparation for XPDL certification. Who Should Attend: • Process Architects evaluating or already engaged in BPM • Application Architects looking to leverage the work of the collective business process standards community • Consultants and Integrators seeking strategies for risk management and competitive advantage • Any professional looking to explore or begin a business process management initiative Key Issues Exploring round-trip modeling and process definition using BPMN and XPDL Understanding swim lanes, pooling, nodes and activities BPM 101: Enterprise Strategy and Process Management Leveraging data mining and analytics How to distribute tasks based on roles and skill sets Differentiating process management and automation Understanding the scope and details of the constructs and core elements of BPMN and XPDL BPEL introduction, status and roadmap Distinguishing executable from model-driven architecture