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You are the process!
From normative to adaptive Processes




Hajo Normann
Accenture
Torsten Winterberg
OPITZ CONSULTING GmbH


SOA | BPM Integration Days | 2012, München

                           „You are the process! From normative to adaptive Processes” – SOA | BPM Integration Days | 2012   Seite 1
The Team:
Masons-of-SOA
          Bernd Trops (Talend):
           bernd.trops@talend.com
          Clemens Utschig-Utschig (Boehringer-Ingelheim):
           clemens.utschig-utschig@boehringer-ingelheim.com

          Berthold Maier (T-Systems):
           berthold.maier@t-systems.com
          Hajo Normann (Accenture):
           hajo.normann@accenture.com

          Torsten Winterberg (OPITZ CONSULTING):
           torsten.winterberg@opitz-consulting.com
          Jürgen Kress (Oracle Corp.)
           juergen.kress@oracle.com

          Guido Schmutz (Trivadis):
           guido.schmutz@trivadis.com
          Danilo Schmiedel (OPITZ CONSULTING):
           danilo.schmiedel@opitz-consulting.com


               www.soa-community.com
               „You are the process! From normative to adaptive Processes” – SOA | BPM Integration Days | 2012   Seite 2
Agenda
1.   From taylorism to
     knowledge work

2.   IT support

3.   ACM and BPM

4.   Case study

5.   Human aspects in BPM

6.   Type of communication


                  „You are the process! From normative to adaptive Processes” – SOA | BPM Integration Days | 2012   Seite 3
1   From taylorism to knowledge work




            „You are the process! From normative to adaptive Processes” – SOA | BPM Integration Days | 2012   Seite 4
The industrial revolution:
Bringing mass-production to our world




             „You are the process! From normative to adaptive Processes” – SOA | BPM Integration Days | 2012   Seite 5
A new role emerged: the production worker




             „You are the process! From normative to adaptive Processes” – SOA | BPM Integration Days | 2012   Seite 6
The key: Serial Execution of a well-defined
process (and no exceptions!)


                                                                          Exceptions…
                                                                                                  A4


        Trx
       A1          A2                      Trx
                                          A3                           D1                        A5




              http://www.slideshare.net/rloggen/introduction-to-case-management-roeland-loggen-vs11-7021518
                     „You are the process! From normative to adaptive Processes” – SOA | BPM Integration Days | 2012   Seite 7
Taylorism: production workers everywhere …




            „You are the process! From normative to adaptive Processes” – SOA | BPM Integration Days | 2012   Seite 8
Work has already changed today:
the knowledge worker
  Innovation in business
   concepts
    Division of Labor
    Work & Component
     Standardization
    Efficiency studies &
     Improvement
    Management
  Innovation in technology
    Tools
    Machines




                  „You are the process! From normative to adaptive Processes” – SOA | BPM Integration Days | 2012   Seite 9
Why and how to give the knowledge
2   worker better IT support?




            „You are the process! From normative to adaptive Processes” – SOA | BPM Integration Days | 2012   Seite 10
IT support for knowledge workers is
a challenge …




         Rigid Workflow                                                                                         Word/
                                                                                   Paper         E-mail         Excel
         CRM/   Product
         ERP    system
                                                                                       Data-driven system
        Document system




             http://www.slideshare.net/rloggen/introduction-to-case-management-roeland-loggen-vs11-7021518
                    „You are the process! From normative to adaptive Processes” – SOA | BPM Integration Days | 2012     Seite 11
BPM technology. The solution?




            „You are the process! From normative to adaptive Processes” – SOA | BPM Integration Days | 2012   Seite 12
BPM technology. The solution?




         The key lesson: Pre-defined workflow is great,
         but you need to apply it where appropriate…

             Don’t bring us back to Taylor-times…




              „You are the process! From normative to adaptive Processes” – SOA | BPM Integration Days | 2012   Seite 13
The fear …

       So I won’t have a
     complete 30-step, 10
       angles covered,
     EPC/BPMN compliant
   process model to control,
   uhm, guide employees?!




             http://www.slideshare.net/rloggen/introduction-to-case-management-roeland-loggen-vs11-7021518
                    „You are the process! From normative to adaptive Processes” – SOA | BPM Integration Days | 2012   Seite 14
Goal-oriented – like a navigation system




             „You are the process! From normative to adaptive Processes” – SOA | BPM Integration Days | 2012   Seite 15
No difference between straight-through and
manual processing




                                                                                                           http://www.beinformed.com
             „You are the process! From normative to adaptive Processes” – SOA | BPM Integration Days | 2012                  Seite 16
Event-driven – Dynamic Activity Plan


                       … What you can do now …




                          … What you have done …
                                  so far




                           … What could be next …



                                                                                                           http://www.beinformed.com
             „You are the process! From normative to adaptive Processes” – SOA | BPM Integration Days | 2012                  Seite 17
Focus is set on the “case”
      … pension starts                  … pension holder
           paying out                   deceased                                                          Pension plan
                                                                                                          is created

  … legal changes


                                                                                                … old pension
          … employer                                                                            plan is incorporated
        changes again


   … divorce and
                                                                                                    … risk profile
       remarriage
                                                                                                    changes
   affect pension                            … employer
                                              changes

                                                                                                                  http://www.beinformed.com
                    „You are the process! From normative to adaptive Processes” – SOA | BPM Integration Days | 2012                  Seite 18
3   ACM and BPM




          „You are the process! From normative to adaptive Processes” – SOA | BPM Integration Days | 2012   Seite 19
What is a case (I)?
 The coordination of multiple tasks, planned or unplanned,
  for a specific purpose.
 Almost anything can be treated as a case.
     An insurance claim
     A patient
     An event (such as a conference)
     An identity theft investigation
     A project
     An asset (such as a building)
     A customer request
     A customer



 Expansion of the term „case“ to „everything“.
                                       http://www.bpmnforum.net/blog27/adaptive-processes/new-book-taming-the-unpredictable-2/
                      „You are the process! From normative to adaptive Processes” – SOA | BPM Integration Days | 2012   Seite 20
What is a case (II)?
 Currently cases are managed:
   Through multiple systems. Manually. With emails.

 Distinction between a process and a case:
   A process is the path it takes as the work is completed (Think „verb“).
   A case is the work that needs to be done (Think „noun“).

 “Modell” afterwards -> „design by doing“:
   Capturing the model for how to do something by extracting it from what you
    just did.

 Events are highly embraced:
   Often responsible for the changes that need to be made to a case.

 Leverage your existing systems:
   Through a service-oriented architecture.

                                       http://www.bpmnforum.net/blog27/adaptive-processes/new-book-taming-the-unpredictable-2/
                      „You are the process! From normative to adaptive Processes” – SOA | BPM Integration Days | 2012   Seite 21
BPM und ACM:
There‘s no „versus“. You need them both!




             „You are the process! From normative to adaptive Processes” – SOA | BPM Integration Days | 2012   Seite 22
BPM and ACM
 Activity definition
   rigidBPM:
     A process has defined n activities a priori.
     Until deployment time every activity and all transitions are defined.
   adaptiveBPM:
     A number of activities may be unknown, even after deployment.


 Activity transition
   rigidBPM:
     During design time all possible transitions between activities are modelled.
   adaptiveBPM:
     Possible transitions depend on current context and data.



                     „You are the process! From normative to adaptive Processes” – SOA | BPM Integration Days | 2012   Seite 23
BPM and ACM




                                                                                      http://www.masteringtheunpredictable.com
          „You are the process! From normative to adaptive Processes” – SOA | BPM Integration Days | 2012               Seite 24
BPM and ACM: ACM is data-centric




                                                                                        http://www.masteringtheunpredictable.com
            „You are the process! From normative to adaptive Processes” – SOA | BPM Integration Days | 2012               Seite 25
Social – Multiple stakeholders working on a case
                                       Shifting                                 Mass
                                    requirements                            Customization

                                                                            Interpretation
                                  Driving the
                                                                            of ambiguous
                                   process                                                                                 Administrative
  Consumer, Citizen,                                                         information
                                                                                                                            Professional
      Business

                        Minimal                                                                Making operational
                        burden                                                                     decisions



                                              Conflicting stakeholder
                                                  requirements
                        Spotting and                                                   Operational
                       driving change                                                  excellence




                                                          Manager,
                                                          Strategist                                                   http://www.beinformed.com
                         „You are the process! From normative to adaptive Processes” – SOA | BPM Integration Days | 2012                  Seite 26
Going with adaptive processes
doesn‘t mean chaos




                                                                                         http://www.masteringtheunpredictable.com
             „You are the process! From normative to adaptive Processes” – SOA | BPM Integration Days | 2012               Seite 27
Technical solutions




                                                                                         http://www.masteringtheunpredictable.com
             „You are the process! From normative to adaptive Processes” – SOA | BPM Integration Days | 2012               Seite 28
Although case management technology is
recognized as separate technology component …




        © Forrester Wave™:
        Dynamic Case Management, Q1 ’11

              „You are the process! From normative to adaptive Processes” – SOA | BPM Integration Days | 2012   Seite 29
The anatomy of a stage instance at runtime
  Knowledge area                                                                                                  Activity Area
                                                                    Other related
                                                                       entities                            Next (possible)
    Related entity                                                    (history,                                 shell
         (1)                                                          audit)…                              Next (possible)
                                                                                                                shell
                                                                                                           Next (possible)
                     Central entity                                                                             shell
                                                                                                           Next (possible)
                                                                                                                shell
    Related entity                                        Related entity
         (2)                                                   (3)
                                                                                                              Add another
                                                                                                                  …
      Standard tools (gmaps / calendar / calc / mail)                                                         Save for later



                     „You are the process! From normative to adaptive Processes” – SOA | BPM Integration Days | 2012           Seite 30
Basic building blocks for acm
    Knowledge area                                                                                         Activity Area
                                                                    Other related
                                                                       entities                            Next (possible)
      Related entity                                                  (history,
                                                                                                                shell
           (1)                                                        audit)…                              Next (possible)
                                                                                                                shell
                                                                                                           Next (possible)
                                                                                                                shell
                          Central entity
                                                                                                           Next (possible)
                                                                                                                shell

      Related entity                                       Related entity
           (2)                                                  (3)
                                                                                                          Add another
                                                                                                              …
        Standard tools (gmaps / calendar / calc / mail)                                                   Save for later



   Task Engine          Process Engine                                Service Bus                                 DMS



                       „You are the process! From normative to adaptive Processes” – SOA | BPM Integration Days | 2012       Seite 31
Evolution of Oracle SOA platform:
complete & integrated



                                                                                                                  12c



                                                                                                               • Collaboration
                                                                                                               • Deep runtime
                                                                                                                 monitoring
                                                                                                               • “Make hard things
                                                                                                                 simple”




             „You are the process! From normative to adaptive Processes” – SOA | BPM Integration Days | 2012             Seite 32
4   Case study


    ACM is not only for the knowledge worker:

    The repetitive worker profits, too.




                     „You are the process! From normative to adaptive Processes” – SOA | BPM Integration Days | 2012   Seite 33
Context: A German public organization

Customer           • Runs more than 750 locations in Germany with over 150,000 employees
                   • IT division with 1,800 employees secures IT support and maintenance for
                     company-wide business processes


Project Facts      • Duration: 08/2010 – 12/2013
                   • Project Volume: approx. 200 person month

Scope & Benefits    The main target for 2015 is the transformation of the IT division into the most
                    high-performance and cost effective IT service supplier in the public sector. In
                    order to achieve these goals, the organization implements a service-oriented
                    architecture (SOA) on top of Oracle’s SOA platform.
                    While SOA will deliver high performance in terms of fast realization of
                    business requirements, efficient business-IT alignment for operational
                    processes, and high availability of IT, cost efficiency will be achieved by
                    increasing development productivity as well as efficient utilization of IT assets.




                       „You are the process! From normative to adaptive Processes” – SOA | BPM Integration Days | 2012   Seite 34
Context for various choices to approach BPM
  External          Org: Ministry of Labor                Funds       Financial
  Resoures              Management                                      Stake
                                                          RoI          holder
                           Domain
                          Domain
                      Domain: Manage
                       Unemployed                                      Markets

                        Management
  Value Chain           Value Chain                                  Customers


 Business Processes                                                                    Value Chains                     Goals      Goals   Goals
                 Value Chain: Manage Unemployment                                        eBPMN
  Enter
                     Work on claim
  Unemployment

                        Main Process                                                        BPMN
  Agree on
  procesesses
                      Business Process
                                                                                            BPMN               Clerk
  Request to         Make            Conduct occupational
  show up            appointment     counceling                                            or ACM
                                                                                                               Analyser


 Task
                     Make appointment                                                      Task Flow
  Clarify                                                                                   or ACM
                                               Check whether
  customer‘s
                     Book Date                 invitation
  concern
                                               necessary

                                 „You are the process! From normative to adaptive Processes” – SOA | BPM Integration Days | 2012                   Seite 35
BPMN represents rigid processes




            „You are the process! From normative to adaptive Processes” – SOA | BPM Integration Days | 2012   Seite 36
In a rigid process the order of steps is strictly
predefined
          Handle appointment business process
                                                                                 The handle appointment
    Select type of action on appointment
                                                                                 business process
     „new“ selected                   „change existing“ selected


        Create new appointment business process
                                                                                      Move existing appointment business process
  Clarify customer‘s concern

    unemployment                  occupational councelling
    application
  Collect appointment data                          etc.


  Book Date


  Check whether invitation necessary


         create           print

  Create invitation            Print invitation




                               „You are the process! From normative to adaptive Processes” – SOA | BPM Integration Days | 2012     Seite 37
The beauty of rigid BPMN processes:
You can model business knowledge of variances
          Handle appointment business process

    Select type of action on appointment

     „new“ selected               „change exisiting“ selected


        Create new appointment business process
                                                                                        Move existing appointment business process
  Clarify customer‘s concern

    unemployment                  occupational councelling
    application
  Collect appointment data                          etc.                                                  The printer
                                                                                                         does not work
                                                                                                         – what shall I
  Book date
                                                                                                           do next?

  Check whether invitation necessary


         create           print

  Create invitation            Print invitation



                                                                                                                            Process participant

                               „You are the process! From normative to adaptive Processes” – SOA | BPM Integration Days | 2012                Seite 38
The beauty of rigid BPMN processes:
You can model business knowledge of variances
          Handle appointment business process

    Select type of action on appointment
                                                                                                                                  No problem,
   „new“ selected              „change exisiting“ selected                                                                       I just do what
                                                                                                                                   I am told by
                                                                                 Move existing appointment                         the process
        Create new appointment business process
                                                                                 business process

  Clarify customer‘s concern

    unemployment                  occupational councelling
    application
  Collect appointment data                          etc.


  Book date                                                                                                                      Process participant

  Check whether invitation necessary                                                         Printer not working in create new
                                                                                              appointment business process
                                                                              Clerk
         create           print                                                    Save               Order „print
                                                                                   data               later“
  Create invitation            Print invitation
                                                                               Backoffice                                        Print and
                                                                                                                                 send invitation



                               „You are the process! From normative to adaptive Processes” – SOA | BPM Integration Days | 2012                     Seite 39
The problem of rigid BPMN processes: You can
not model business knowledge of all variances!
          Handle appointment business process
                                                                                Move existing appointment                         Clarify Concern
     Select type of action on appointment                                       business process                                  exception
                                                                                                                                   Clarify Concern
                                                                                                                                   exception
                                                                                                                                  Collect appointment
     „new“ selected               „change exisiting“ selected                              Clarify Concern                        data exception
                                                                                           exception
        Create new appointment business process


  Clarify customer‘s concern

    unemployment                   occupational councelling
    application
  Collect appointment data                          etc.


  Book date


  Check whether invitation necessary                                                Printer not working in create new appointement
                                                                               Clerk               business process

         create           print
                                                                                        Save data
  Create invitation            Print invitation
                                                                                Backoffice
                                                                                                                        Print and send invitation



                                „You are the process! From normative to adaptive Processes” – SOA | BPM Integration Days | 2012                     Seite 40
And this is a very predictable process!
          Handle appointment business process

    Select type of action on appointment

     „new“ selected            „change exisiting“ selected



        Create new appointment business process
                                                                                          Move existing appointment business process

  Clarify customer‘s concern

    unemployment                  occupational councelling
    application
  Collect appointment data                          etc.


  Book date
                                                                                      Many supporting processes
  Check whether invitation necessary                                                tend to be more predictable than
                                                                                       differentiating processes
         create           print                                                                (R&D etc.)
  Create invitation            Print invitation




                               „You are the process! From normative to adaptive Processes” – SOA | BPM Integration Days | 2012         Seite 41
5   Human aspects in BPM




           „You are the process! From normative to adaptive Processes” – SOA | BPM Integration Days | 2012   Seite 42
Rigid vs. Adaptive:
Impacts on the human user




          Rigid                                 vs.                                    Adaptive



              „You are the process! From normative to adaptive Processes” – SOA | BPM Integration Days | 2012   Seite 43
Highly repetitive processes reduce the human to
an async service!
          Handle appointment business process
                                                                                   Move existing appointment
     Select type of action on appointment                                          business process

  „new“ selected                    „change exisiting“ selected


        Create new appointment business process

  Clarify customer‘s concern

    unemployment                  occupational councelling
    application
  Collect appointment data                          etc.
                                                                                       Process participant

  Book date


  Check whether invitation necessary                                                   Printer not working in create new appointment
                                                                                                      business process
                                                                               Clerk
         create           print                                                     Save               Order „Print
                                                                                    data               later“
  Create invitation            Print invitation
                                                                                Backoffice                                        Print and
                                                                                                                                  send invitation



                                „You are the process! From normative to adaptive Processes” – SOA | BPM Integration Days | 2012                     Seite 44
Whereas an process expert knows himself the
right order to reach the process goal
            Handle appointment business process

      Select type of action on appointment

                                                   „change exisiting“ selected
 „new“ selected                                                                                      Move existing appointment
                                                                                                     business process

         Create new appointment business process

    Clarify customer‘s concern

      unemployment                  occupational councelling
      application
    Collect appointment data                          etc.
                                                                                       Process participant
    Book date


    Check whether invitation necessary


           create           print

    Create invitation            Print invitation




                                 „You are the process! From normative to adaptive Processes” – SOA | BPM Integration Days | 2012   Seite 45
And he can decide on how to deal with all these
exceptions!
          Handle appointment business process

    Select type of action on appointment
                                                                                          Move existing appointment
                                                                                          business process
    „new“ selected                       „change exisiting“ selected


        Create new appointment business process

  Clarify customer‘s concern

    unemployment                  occupational councelling
    application
                                                    etc.                                                  Process participant
  Collect appointment data


  Book date

                                                                                    Printer not working in create new appointment
  Check whether invitation necessary
                                                                                                   business process
                                                                              Clerk
         create           print                                                    Save               Order „Print
                                                                                   data               later“
  Create invitation            Print invitation
                                                                               Backoffice                                        Print and
                                                                                                                                 send invitation



                               „You are the process! From normative to adaptive Processes” – SOA | BPM Integration Days | 2012                     Seite 46
The chosen BPM solution type
    (rigidBPM or adaptiveBPM)
6   determines the type of communication




            „You are the process! From normative to adaptive Processes” – SOA | BPM Integration Days | 2012   Seite 47
A process should support the customer
and his concern




              Process participant
                                                                  Customer




            „You are the process! From normative to adaptive Processes” – SOA | BPM Integration Days | 2012   Seite 48
A scripted process does not always support
this goal …



                          Process (Page Flow)




                                                                                                      customer


Policies and Business                                                                  The process participant has no chance
rules further limit the                                                                to help the customer with his needs on
  problem-solving                                                                        an hoc basis with activities that are
      measures                                                                                      not prescribed.

                                                                                                  He follows a rigid script.
                                   Script
                                                                                                 His attention level lowers.

                                                                                         He does not feel responsible for the
                                                                                              customer and the case.


                            „You are the process! From normative to adaptive Processes” – SOA | BPM Integration Days | 2012      Seite 49
How does a scripted process look and feel?



            Process (Page Flow)




                                                                                        customer




                     Script




              „You are the process! From normative to adaptive Processes” – SOA | BPM Integration Days | 2012   Seite 50
Each step maps to a mini wizard
            Handle appointment business process

       Select type of action on appointment

 „new“ selected                           „change exisiting“ selected                              Move existing appointment
                                                                                                   business process


          Create new appointment business process

    Clarify customer‘s concern

      unemployment                  occupational councelling
      application
    Collect appointment data                          etc.
                                                                                  Handle appointment GUI
    Book date
                                                                                      Handle appointment              Handle customer

    Check whether invitation necessary
                                                                                      Ask customer what he wants to do
           create           print                                                         Create new appointment
    Create invitation            Print invitation                                         Move existing appointment
                                                                                          Cancel            Next




                                 „You are the process! From normative to adaptive Processes” – SOA | BPM Integration Days | 2012        Seite 51
How to clarify customer‘s concern
           Handle appointment business process

     Select type of action on appointment                                             Move existing appointment
                                                                                      business process
  „new“ selected                        „change exisiting“ selected


         Create new appointment business process
                                                                                 Create new appointment GUI
   Clarify customer‘s concern
                                                                                        Handle appointment            Handle customer
     unemployment                  occupational councelling
     application                                                                                  Clarify customer‘s
                                                                                                  concern
   Collect appointment data                         etc.

                                                                                          Clarify customer‘s concern
   Book date
                                                                                           Appointment for unemployment application
                                                                                           Appointment for occupational councelling
   Check whether invitation necessary                                                      Appointment for regular status report
                                                                                           Customer concern could be clarified ad hoc
                                                                                                       Concern could be clarified ad hoc
                                                                                           Customer concern could not be clarified
          create           print

   Create invitation          Print invitation
                                                                                              Cancel          Back           Next




                               „You are the process! From normative to adaptive Processes” – SOA | BPM Integration Days | 2012             Seite 52
Collect appointment data micro wizard
          Handle appointment business process                                    Create new appointment GUI
    Select type of action on appointment
                                                                                        Handle appointment            Handle customer
                               „change exisiting“ selected
      „new“ selected
                          Move existing appointment business process                               Clarify customer‘s             Collect
                                                                                                   concern                        appointment data
        Create new appointment business process

  Clarify customer‘s concern
                                                                                           Customer                    Text entry field
    unemployment                  occupational councelling
    application
                                                                                           Type of concern              Councel                
  Collect appointment data                          etc.

                                                                                           Type of                      Next appointment       
  Book date                                                                                appointm.
                                                                                           Responsible                  Angelika Meier         

  Check whether invitation necessary
                                                                                           Place                        Hamburg-Altona         


         create                                                                             Date                       21.02.2012
                          print

  Create invitation            Print invitation                                             Time                       10:20


                                                                                             Cancel           Back           Next


                               „You are the process! From normative to adaptive Processes” – SOA | BPM Integration Days | 2012                  Seite 53
Book date micro wizard
          Handle appointment business process                                    Create new appointment GUI
    Select type of action on appointment                                                Handle                        Handle customer
                                                                                        appointment
                               „change exisiting“ selected
       „new“ selected                                                                             Clarify customer‘s
                          Move existing appointment business process                              concern
                                                                                                                                 Collect
        Create new appointment business process                                                                                  appointment data

  Clarify customer‘s concern
                                                                                                  Book date
    unemployment                  occupational councelling
    application
  Collect appointment data                          etc.


  Book date


  Check whether invitation necessary


         create           print

  Create invitation            Print invitation
                                                                                             Cancel           Back           Next




                               „You are the process! From normative to adaptive Processes” – SOA | BPM Integration Days | 2012                      Seite 54
There is a one to one mapping from process
model to screenflow
          Handle appointment business process
                                                                         Move existing appointment
    Select type of action on appointment                                 business process

    „new“ selected                 „change exisiting“ selected
                                                                                 Create new appointment GUI
        Create new appointment business process
                                                                                        Handle appointment            Handle customer

  Clarify customer‘s concern
                                                                                                  Clarify customer‘s             Collect
    unemployment                  occupational councelling                                        concern                        appointment data
    application
  Collect appointment data                          etc.                                          Book date                      Check invitation


  Book date

  Check whether invitation
  necessary                                                                               Check with cutomer whether invitation is
                                                                                          necessary
         create           print                                                             Invitiation is necessary
  Create invitation            Print invitation                                             No invitation necessary
                                                                                            Print invitation

                                                                                             Cancel           Back          Finish

                               „You are the process! From normative to adaptive Processes” – SOA | BPM Integration Days | 2012                  Seite 55
How to model adaptive processes                                                                          Taxonomies
            Create new Appointement Business Process
               Select type of action on appointment




          Clarify customer‘s concern



                          Collect appointment data




          Book date
                                                                        Task specific
                                                                        editors
           Check whether invitation necessary



        Create invitation
                                                       Print invitation




                  „You are the process! From normative to adaptive Processes” – SOA | BPM Integration Days | 2012     Seite 56
BPM / ACM: Best practice for service design
 Problem: Transactional services along process step
Business Processes

                                                                                                                    Clerk
 Request to show     Make                   Conduct occupational                               BPMN
 up                  appointment            counceling                                        or ACM
                                                                                                                    Analyser


Task

 Clarify              Make appointment
                                                                                             Task flow
 customer‘s                                    Check whether                                 or ACM
                     Book date
 concern                                       invitation necessary




                                                                Services                            Services                         Services

                                                                 writing                             writing                         writing
                                                                 service A                           service B                       service C




                                   „You are the process! From normative to adaptive Processes” – SOA | BPM Integration Days | 2012               Seite 57
Goal-oriented: At the end of a process step
you have a business object in a certain state




                                                                                                              Journey to
                                                                                                               Munich
                                                                                                            Status: arrived




              „You are the process! From normative to adaptive Processes” – SOA | BPM Integration Days | 2012           Seite 58
BPM / ACM: Best practice for service design
  Reduce complexity through status oriented BO service
Business Processes

                                                                                                                    Clerk
 Request to show     Make                   Conduct occupational                               BPMN
 up                  appointment            counceling                                        or ACM
                                                                                                                    Analyser


Task

 Clarify              Make appointment
                                                                                             Task Flow
 customer‘s                                    Check whether                                  or ACM
                     Book Date
 concern                                       invitation necessary




                                                                Services                            Services                         Services
                                                                 Leseneder                           Lesender                        Trannsaktionaler
                                                                 Service A                           Service B                       Service C


                                                                                                                                      Appointment
                                                                                                                                        Status:
                                                                                                                                        entered

                                   „You are the process! From normative to adaptive Processes” – SOA | BPM Integration Days | 2012               Seite 59
Features of the knowledge worker workplace
                                Taxonomies                                              Wizards/checklist/e-forms

Search in dossiers, knowledge
                                                            Collaboration                                                 Publishing in
bases, government records,
                                                                                                                         variants & by
catalogues etc.
                                                                                                                     multiple channels

   Case based                                                                                                                       Time lines &
   notifications                                                                                                                     history trail


 Knowledge base                                          Decision support
                                                                                                                                    Monitoring &
                                                                                                                                      reporting


                                                                  Cas
                                                                     e
  Laws and                                                                                                                             Task & time
  Regulations                                                                                                                         management



   Task specific                                                                                                           Authorisation
   editors


                   Impact analysis                                                                       Xpedia for professionals with
                   & simulation                                                                           definitions, notions, persons

                                                           Team repository                                                     http://www.beinformed.com
                                 „You are the process! From normative to adaptive Processes” – SOA | BPM Integration Days | 2012                     Seite 60
7   Conclusion




           „You are the process! From normative to adaptive Processes” – SOA | BPM Integration Days | 2012   Seite 61
Conclusion
 Increase of efficiency
   NOT via automation of routine work. That’s already in SAP.
   But by giving knowledge workers a perfect work environment. Enable them to:
      Make better decisions (more informed)
      Concentrate on core business

 Not ACM instead of BPM
   ACM is a new tool in the architect’s toolbox.

 ACM principles apply to both
   BPMN level AND microflow level (ADF task flow).

 ACM is not only for the knowledge worker
   The repetitive worker profits, too.

 Don’t imprison the knowledge worker in rigid processes
   Watch out, if people aren’t allowed to make decisions on their own.



                         „You are the process! From normative to adaptive Processes” – SOA | BPM Integration Days | 2012   Seite 62
Contact:
Hajo Normann
SOA/BPM Center of Practice ASG Lead,
Oracle ACE Director,
AS&T Innovation, Accenture GmbH
hajo.normann@accenture.com




Torsten Winterberg
Business Development & Innovation,
Oracle ACE Director
OPITZ CONSULTING GmbH
torsten.winterberg@opitz-consulting.com



                      „You are the process! From normative to adaptive Processes” – SOA | BPM Integration Days | 2012   Seite 63

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You are the process! From normative to adaptive Processes – SOA | BPM Integration Days 2012 in München

  • 1. You are the process! From normative to adaptive Processes Hajo Normann Accenture Torsten Winterberg OPITZ CONSULTING GmbH SOA | BPM Integration Days | 2012, München „You are the process! From normative to adaptive Processes” – SOA | BPM Integration Days | 2012 Seite 1
  • 2. The Team: Masons-of-SOA  Bernd Trops (Talend): bernd.trops@talend.com  Clemens Utschig-Utschig (Boehringer-Ingelheim): clemens.utschig-utschig@boehringer-ingelheim.com  Berthold Maier (T-Systems): berthold.maier@t-systems.com  Hajo Normann (Accenture): hajo.normann@accenture.com  Torsten Winterberg (OPITZ CONSULTING): torsten.winterberg@opitz-consulting.com  Jürgen Kress (Oracle Corp.) juergen.kress@oracle.com  Guido Schmutz (Trivadis): guido.schmutz@trivadis.com  Danilo Schmiedel (OPITZ CONSULTING): danilo.schmiedel@opitz-consulting.com www.soa-community.com „You are the process! From normative to adaptive Processes” – SOA | BPM Integration Days | 2012 Seite 2
  • 3. Agenda 1. From taylorism to knowledge work 2. IT support 3. ACM and BPM 4. Case study 5. Human aspects in BPM 6. Type of communication „You are the process! From normative to adaptive Processes” – SOA | BPM Integration Days | 2012 Seite 3
  • 4. 1 From taylorism to knowledge work „You are the process! From normative to adaptive Processes” – SOA | BPM Integration Days | 2012 Seite 4
  • 5. The industrial revolution: Bringing mass-production to our world „You are the process! From normative to adaptive Processes” – SOA | BPM Integration Days | 2012 Seite 5
  • 6. A new role emerged: the production worker „You are the process! From normative to adaptive Processes” – SOA | BPM Integration Days | 2012 Seite 6
  • 7. The key: Serial Execution of a well-defined process (and no exceptions!) Exceptions… A4 Trx A1 A2 Trx A3 D1 A5 http://www.slideshare.net/rloggen/introduction-to-case-management-roeland-loggen-vs11-7021518 „You are the process! From normative to adaptive Processes” – SOA | BPM Integration Days | 2012 Seite 7
  • 8. Taylorism: production workers everywhere … „You are the process! From normative to adaptive Processes” – SOA | BPM Integration Days | 2012 Seite 8
  • 9. Work has already changed today: the knowledge worker  Innovation in business concepts  Division of Labor  Work & Component Standardization  Efficiency studies & Improvement  Management  Innovation in technology  Tools  Machines „You are the process! From normative to adaptive Processes” – SOA | BPM Integration Days | 2012 Seite 9
  • 10. Why and how to give the knowledge 2 worker better IT support? „You are the process! From normative to adaptive Processes” – SOA | BPM Integration Days | 2012 Seite 10
  • 11. IT support for knowledge workers is a challenge … Rigid Workflow Word/ Paper E-mail Excel CRM/ Product ERP system Data-driven system Document system http://www.slideshare.net/rloggen/introduction-to-case-management-roeland-loggen-vs11-7021518 „You are the process! From normative to adaptive Processes” – SOA | BPM Integration Days | 2012 Seite 11
  • 12. BPM technology. The solution? „You are the process! From normative to adaptive Processes” – SOA | BPM Integration Days | 2012 Seite 12
  • 13. BPM technology. The solution? The key lesson: Pre-defined workflow is great, but you need to apply it where appropriate… Don’t bring us back to Taylor-times… „You are the process! From normative to adaptive Processes” – SOA | BPM Integration Days | 2012 Seite 13
  • 14. The fear … So I won’t have a complete 30-step, 10 angles covered, EPC/BPMN compliant process model to control, uhm, guide employees?! http://www.slideshare.net/rloggen/introduction-to-case-management-roeland-loggen-vs11-7021518 „You are the process! From normative to adaptive Processes” – SOA | BPM Integration Days | 2012 Seite 14
  • 15. Goal-oriented – like a navigation system „You are the process! From normative to adaptive Processes” – SOA | BPM Integration Days | 2012 Seite 15
  • 16. No difference between straight-through and manual processing http://www.beinformed.com „You are the process! From normative to adaptive Processes” – SOA | BPM Integration Days | 2012 Seite 16
  • 17. Event-driven – Dynamic Activity Plan … What you can do now … … What you have done … so far … What could be next … http://www.beinformed.com „You are the process! From normative to adaptive Processes” – SOA | BPM Integration Days | 2012 Seite 17
  • 18. Focus is set on the “case” … pension starts … pension holder paying out deceased Pension plan is created … legal changes … old pension … employer plan is incorporated changes again … divorce and … risk profile remarriage changes affect pension … employer changes http://www.beinformed.com „You are the process! From normative to adaptive Processes” – SOA | BPM Integration Days | 2012 Seite 18
  • 19. 3 ACM and BPM „You are the process! From normative to adaptive Processes” – SOA | BPM Integration Days | 2012 Seite 19
  • 20. What is a case (I)?  The coordination of multiple tasks, planned or unplanned, for a specific purpose.  Almost anything can be treated as a case.  An insurance claim  A patient  An event (such as a conference)  An identity theft investigation  A project  An asset (such as a building)  A customer request  A customer  Expansion of the term „case“ to „everything“. http://www.bpmnforum.net/blog27/adaptive-processes/new-book-taming-the-unpredictable-2/ „You are the process! From normative to adaptive Processes” – SOA | BPM Integration Days | 2012 Seite 20
  • 21. What is a case (II)?  Currently cases are managed:  Through multiple systems. Manually. With emails.  Distinction between a process and a case:  A process is the path it takes as the work is completed (Think „verb“).  A case is the work that needs to be done (Think „noun“).  “Modell” afterwards -> „design by doing“:  Capturing the model for how to do something by extracting it from what you just did.  Events are highly embraced:  Often responsible for the changes that need to be made to a case.  Leverage your existing systems:  Through a service-oriented architecture. http://www.bpmnforum.net/blog27/adaptive-processes/new-book-taming-the-unpredictable-2/ „You are the process! From normative to adaptive Processes” – SOA | BPM Integration Days | 2012 Seite 21
  • 22. BPM und ACM: There‘s no „versus“. You need them both! „You are the process! From normative to adaptive Processes” – SOA | BPM Integration Days | 2012 Seite 22
  • 23. BPM and ACM  Activity definition  rigidBPM:  A process has defined n activities a priori.  Until deployment time every activity and all transitions are defined.  adaptiveBPM:  A number of activities may be unknown, even after deployment.  Activity transition  rigidBPM:  During design time all possible transitions between activities are modelled.  adaptiveBPM:  Possible transitions depend on current context and data. „You are the process! From normative to adaptive Processes” – SOA | BPM Integration Days | 2012 Seite 23
  • 24. BPM and ACM http://www.masteringtheunpredictable.com „You are the process! From normative to adaptive Processes” – SOA | BPM Integration Days | 2012 Seite 24
  • 25. BPM and ACM: ACM is data-centric http://www.masteringtheunpredictable.com „You are the process! From normative to adaptive Processes” – SOA | BPM Integration Days | 2012 Seite 25
  • 26. Social – Multiple stakeholders working on a case Shifting Mass requirements Customization Interpretation Driving the of ambiguous process Administrative Consumer, Citizen, information Professional Business Minimal Making operational burden decisions Conflicting stakeholder requirements Spotting and Operational driving change excellence Manager, Strategist http://www.beinformed.com „You are the process! From normative to adaptive Processes” – SOA | BPM Integration Days | 2012 Seite 26
  • 27. Going with adaptive processes doesn‘t mean chaos http://www.masteringtheunpredictable.com „You are the process! From normative to adaptive Processes” – SOA | BPM Integration Days | 2012 Seite 27
  • 28. Technical solutions http://www.masteringtheunpredictable.com „You are the process! From normative to adaptive Processes” – SOA | BPM Integration Days | 2012 Seite 28
  • 29. Although case management technology is recognized as separate technology component … © Forrester Wave™: Dynamic Case Management, Q1 ’11 „You are the process! From normative to adaptive Processes” – SOA | BPM Integration Days | 2012 Seite 29
  • 30. The anatomy of a stage instance at runtime Knowledge area Activity Area Other related entities Next (possible) Related entity (history, shell (1) audit)… Next (possible) shell Next (possible) Central entity shell Next (possible) shell Related entity Related entity (2) (3) Add another … Standard tools (gmaps / calendar / calc / mail) Save for later „You are the process! From normative to adaptive Processes” – SOA | BPM Integration Days | 2012 Seite 30
  • 31. Basic building blocks for acm Knowledge area Activity Area Other related entities Next (possible) Related entity (history, shell (1) audit)… Next (possible) shell Next (possible) shell Central entity Next (possible) shell Related entity Related entity (2) (3) Add another … Standard tools (gmaps / calendar / calc / mail) Save for later Task Engine Process Engine Service Bus DMS „You are the process! From normative to adaptive Processes” – SOA | BPM Integration Days | 2012 Seite 31
  • 32. Evolution of Oracle SOA platform: complete & integrated 12c • Collaboration • Deep runtime monitoring • “Make hard things simple” „You are the process! From normative to adaptive Processes” – SOA | BPM Integration Days | 2012 Seite 32
  • 33. 4 Case study ACM is not only for the knowledge worker: The repetitive worker profits, too. „You are the process! From normative to adaptive Processes” – SOA | BPM Integration Days | 2012 Seite 33
  • 34. Context: A German public organization Customer • Runs more than 750 locations in Germany with over 150,000 employees • IT division with 1,800 employees secures IT support and maintenance for company-wide business processes Project Facts • Duration: 08/2010 – 12/2013 • Project Volume: approx. 200 person month Scope & Benefits The main target for 2015 is the transformation of the IT division into the most high-performance and cost effective IT service supplier in the public sector. In order to achieve these goals, the organization implements a service-oriented architecture (SOA) on top of Oracle’s SOA platform. While SOA will deliver high performance in terms of fast realization of business requirements, efficient business-IT alignment for operational processes, and high availability of IT, cost efficiency will be achieved by increasing development productivity as well as efficient utilization of IT assets. „You are the process! From normative to adaptive Processes” – SOA | BPM Integration Days | 2012 Seite 34
  • 35. Context for various choices to approach BPM External Org: Ministry of Labor Funds Financial Resoures Management Stake RoI holder Domain Domain Domain: Manage Unemployed Markets Management Value Chain Value Chain Customers Business Processes Value Chains Goals Goals Goals Value Chain: Manage Unemployment eBPMN Enter Work on claim Unemployment Main Process BPMN Agree on procesesses Business Process BPMN Clerk Request to Make Conduct occupational show up appointment counceling or ACM Analyser Task Make appointment Task Flow Clarify or ACM Check whether customer‘s Book Date invitation concern necessary „You are the process! From normative to adaptive Processes” – SOA | BPM Integration Days | 2012 Seite 35
  • 36. BPMN represents rigid processes „You are the process! From normative to adaptive Processes” – SOA | BPM Integration Days | 2012 Seite 36
  • 37. In a rigid process the order of steps is strictly predefined Handle appointment business process The handle appointment Select type of action on appointment business process „new“ selected „change existing“ selected Create new appointment business process Move existing appointment business process Clarify customer‘s concern unemployment occupational councelling application Collect appointment data etc. Book Date Check whether invitation necessary create print Create invitation Print invitation „You are the process! From normative to adaptive Processes” – SOA | BPM Integration Days | 2012 Seite 37
  • 38. The beauty of rigid BPMN processes: You can model business knowledge of variances Handle appointment business process Select type of action on appointment „new“ selected „change exisiting“ selected Create new appointment business process Move existing appointment business process Clarify customer‘s concern unemployment occupational councelling application Collect appointment data etc. The printer does not work – what shall I Book date do next? Check whether invitation necessary create print Create invitation Print invitation Process participant „You are the process! From normative to adaptive Processes” – SOA | BPM Integration Days | 2012 Seite 38
  • 39. The beauty of rigid BPMN processes: You can model business knowledge of variances Handle appointment business process Select type of action on appointment No problem, „new“ selected „change exisiting“ selected I just do what I am told by Move existing appointment the process Create new appointment business process business process Clarify customer‘s concern unemployment occupational councelling application Collect appointment data etc. Book date Process participant Check whether invitation necessary Printer not working in create new appointment business process Clerk create print Save Order „print data later“ Create invitation Print invitation Backoffice Print and send invitation „You are the process! From normative to adaptive Processes” – SOA | BPM Integration Days | 2012 Seite 39
  • 40. The problem of rigid BPMN processes: You can not model business knowledge of all variances! Handle appointment business process Move existing appointment Clarify Concern Select type of action on appointment business process exception Clarify Concern exception Collect appointment „new“ selected „change exisiting“ selected Clarify Concern data exception exception Create new appointment business process Clarify customer‘s concern unemployment occupational councelling application Collect appointment data etc. Book date Check whether invitation necessary Printer not working in create new appointement Clerk business process create print Save data Create invitation Print invitation Backoffice Print and send invitation „You are the process! From normative to adaptive Processes” – SOA | BPM Integration Days | 2012 Seite 40
  • 41. And this is a very predictable process! Handle appointment business process Select type of action on appointment „new“ selected „change exisiting“ selected Create new appointment business process Move existing appointment business process Clarify customer‘s concern unemployment occupational councelling application Collect appointment data etc. Book date Many supporting processes Check whether invitation necessary tend to be more predictable than differentiating processes create print (R&D etc.) Create invitation Print invitation „You are the process! From normative to adaptive Processes” – SOA | BPM Integration Days | 2012 Seite 41
  • 42. 5 Human aspects in BPM „You are the process! From normative to adaptive Processes” – SOA | BPM Integration Days | 2012 Seite 42
  • 43. Rigid vs. Adaptive: Impacts on the human user Rigid vs. Adaptive „You are the process! From normative to adaptive Processes” – SOA | BPM Integration Days | 2012 Seite 43
  • 44. Highly repetitive processes reduce the human to an async service! Handle appointment business process Move existing appointment Select type of action on appointment business process „new“ selected „change exisiting“ selected Create new appointment business process Clarify customer‘s concern unemployment occupational councelling application Collect appointment data etc. Process participant Book date Check whether invitation necessary Printer not working in create new appointment business process Clerk create print Save Order „Print data later“ Create invitation Print invitation Backoffice Print and send invitation „You are the process! From normative to adaptive Processes” – SOA | BPM Integration Days | 2012 Seite 44
  • 45. Whereas an process expert knows himself the right order to reach the process goal Handle appointment business process Select type of action on appointment „change exisiting“ selected „new“ selected Move existing appointment business process Create new appointment business process Clarify customer‘s concern unemployment occupational councelling application Collect appointment data etc. Process participant Book date Check whether invitation necessary create print Create invitation Print invitation „You are the process! From normative to adaptive Processes” – SOA | BPM Integration Days | 2012 Seite 45
  • 46. And he can decide on how to deal with all these exceptions! Handle appointment business process Select type of action on appointment Move existing appointment business process „new“ selected „change exisiting“ selected Create new appointment business process Clarify customer‘s concern unemployment occupational councelling application etc. Process participant Collect appointment data Book date Printer not working in create new appointment Check whether invitation necessary business process Clerk create print Save Order „Print data later“ Create invitation Print invitation Backoffice Print and send invitation „You are the process! From normative to adaptive Processes” – SOA | BPM Integration Days | 2012 Seite 46
  • 47. The chosen BPM solution type (rigidBPM or adaptiveBPM) 6 determines the type of communication „You are the process! From normative to adaptive Processes” – SOA | BPM Integration Days | 2012 Seite 47
  • 48. A process should support the customer and his concern Process participant Customer „You are the process! From normative to adaptive Processes” – SOA | BPM Integration Days | 2012 Seite 48
  • 49. A scripted process does not always support this goal … Process (Page Flow) customer Policies and Business The process participant has no chance rules further limit the to help the customer with his needs on problem-solving an hoc basis with activities that are measures not prescribed. He follows a rigid script. Script His attention level lowers. He does not feel responsible for the customer and the case. „You are the process! From normative to adaptive Processes” – SOA | BPM Integration Days | 2012 Seite 49
  • 50. How does a scripted process look and feel? Process (Page Flow) customer Script „You are the process! From normative to adaptive Processes” – SOA | BPM Integration Days | 2012 Seite 50
  • 51. Each step maps to a mini wizard Handle appointment business process Select type of action on appointment „new“ selected „change exisiting“ selected Move existing appointment business process Create new appointment business process Clarify customer‘s concern unemployment occupational councelling application Collect appointment data etc. Handle appointment GUI Book date Handle appointment Handle customer Check whether invitation necessary Ask customer what he wants to do create print  Create new appointment Create invitation Print invitation  Move existing appointment Cancel Next „You are the process! From normative to adaptive Processes” – SOA | BPM Integration Days | 2012 Seite 51
  • 52. How to clarify customer‘s concern Handle appointment business process Select type of action on appointment Move existing appointment business process „new“ selected „change exisiting“ selected Create new appointment business process Create new appointment GUI Clarify customer‘s concern Handle appointment Handle customer unemployment occupational councelling application Clarify customer‘s concern Collect appointment data etc. Clarify customer‘s concern Book date  Appointment for unemployment application  Appointment for occupational councelling Check whether invitation necessary  Appointment for regular status report  Customer concern could be clarified ad hoc Concern could be clarified ad hoc  Customer concern could not be clarified create print Create invitation Print invitation Cancel Back Next „You are the process! From normative to adaptive Processes” – SOA | BPM Integration Days | 2012 Seite 52
  • 53. Collect appointment data micro wizard Handle appointment business process Create new appointment GUI Select type of action on appointment Handle appointment Handle customer „change exisiting“ selected „new“ selected Move existing appointment business process Clarify customer‘s Collect concern appointment data Create new appointment business process Clarify customer‘s concern Customer Text entry field unemployment occupational councelling application Type of concern Councel  Collect appointment data etc. Type of Next appointment  Book date appointm. Responsible Angelika Meier  Check whether invitation necessary Place Hamburg-Altona  create Date 21.02.2012 print Create invitation Print invitation Time 10:20 Cancel Back Next „You are the process! From normative to adaptive Processes” – SOA | BPM Integration Days | 2012 Seite 53
  • 54. Book date micro wizard Handle appointment business process Create new appointment GUI Select type of action on appointment Handle Handle customer appointment „change exisiting“ selected „new“ selected Clarify customer‘s Move existing appointment business process concern Collect Create new appointment business process appointment data Clarify customer‘s concern Book date unemployment occupational councelling application Collect appointment data etc. Book date Check whether invitation necessary create print Create invitation Print invitation Cancel Back Next „You are the process! From normative to adaptive Processes” – SOA | BPM Integration Days | 2012 Seite 54
  • 55. There is a one to one mapping from process model to screenflow Handle appointment business process Move existing appointment Select type of action on appointment business process „new“ selected „change exisiting“ selected Create new appointment GUI Create new appointment business process Handle appointment Handle customer Clarify customer‘s concern Clarify customer‘s Collect unemployment occupational councelling concern appointment data application Collect appointment data etc. Book date Check invitation Book date Check whether invitation necessary Check with cutomer whether invitation is necessary create print  Invitiation is necessary Create invitation Print invitation  No invitation necessary  Print invitation Cancel Back Finish „You are the process! From normative to adaptive Processes” – SOA | BPM Integration Days | 2012 Seite 55
  • 56. How to model adaptive processes Taxonomies Create new Appointement Business Process Select type of action on appointment Clarify customer‘s concern Collect appointment data Book date Task specific editors Check whether invitation necessary Create invitation Print invitation „You are the process! From normative to adaptive Processes” – SOA | BPM Integration Days | 2012 Seite 56
  • 57. BPM / ACM: Best practice for service design Problem: Transactional services along process step Business Processes Clerk Request to show Make Conduct occupational BPMN up appointment counceling or ACM Analyser Task Clarify Make appointment Task flow customer‘s Check whether or ACM Book date concern invitation necessary Services Services Services writing writing writing service A service B service C „You are the process! From normative to adaptive Processes” – SOA | BPM Integration Days | 2012 Seite 57
  • 58. Goal-oriented: At the end of a process step you have a business object in a certain state Journey to Munich Status: arrived „You are the process! From normative to adaptive Processes” – SOA | BPM Integration Days | 2012 Seite 58
  • 59. BPM / ACM: Best practice for service design Reduce complexity through status oriented BO service Business Processes Clerk Request to show Make Conduct occupational BPMN up appointment counceling or ACM Analyser Task Clarify Make appointment Task Flow customer‘s Check whether or ACM Book Date concern invitation necessary Services Services Services Leseneder Lesender Trannsaktionaler Service A Service B Service C Appointment Status: entered „You are the process! From normative to adaptive Processes” – SOA | BPM Integration Days | 2012 Seite 59
  • 60. Features of the knowledge worker workplace Taxonomies Wizards/checklist/e-forms Search in dossiers, knowledge Collaboration Publishing in bases, government records, variants & by catalogues etc. multiple channels Case based Time lines & notifications history trail Knowledge base Decision support Monitoring & reporting Cas e Laws and Task & time Regulations management Task specific Authorisation editors Impact analysis Xpedia for professionals with & simulation definitions, notions, persons Team repository http://www.beinformed.com „You are the process! From normative to adaptive Processes” – SOA | BPM Integration Days | 2012 Seite 60
  • 61. 7 Conclusion „You are the process! From normative to adaptive Processes” – SOA | BPM Integration Days | 2012 Seite 61
  • 62. Conclusion  Increase of efficiency  NOT via automation of routine work. That’s already in SAP.  But by giving knowledge workers a perfect work environment. Enable them to:  Make better decisions (more informed)  Concentrate on core business  Not ACM instead of BPM  ACM is a new tool in the architect’s toolbox.  ACM principles apply to both  BPMN level AND microflow level (ADF task flow).  ACM is not only for the knowledge worker  The repetitive worker profits, too.  Don’t imprison the knowledge worker in rigid processes  Watch out, if people aren’t allowed to make decisions on their own. „You are the process! From normative to adaptive Processes” – SOA | BPM Integration Days | 2012 Seite 62
  • 63. Contact: Hajo Normann SOA/BPM Center of Practice ASG Lead, Oracle ACE Director, AS&T Innovation, Accenture GmbH hajo.normann@accenture.com Torsten Winterberg Business Development & Innovation, Oracle ACE Director OPITZ CONSULTING GmbH torsten.winterberg@opitz-consulting.com „You are the process! From normative to adaptive Processes” – SOA | BPM Integration Days | 2012 Seite 63

Notas do Editor

  1. Title: Humans are (not) a service – lessons from the journey towards Oracle BPM Session Type: Conference Session Abstract: What are the challenges transforming customer facing processes of a huge enterprise such as the German Ministry of Labor towards Oracle BPM Suite? We discuss real life examples showing how the user and its workflow is controlled through BPMN and small grained workflow-wizards in ADF Task Flows. We found that certain scenarios require a flexible and ad-hoc process approach that brings together people, processes and documents. We share experience of how Adaptive Case Management (ACM) enables a new freedom for the user in the way he interacts with systems and his customers. ACM is the next step in BPM and complements BPMN 2.0 supporting less structured, rather unpredictable processes and is a key focus area on the Oracle BPM Suite roadmap. Duration: 1 Hour Primary Track: MIDDLEWARE:Service-Oriented Architecture and Business Process Management Optional Track: ORACLE DEVELOP:Service-Oriented Architecture Session Category: Best Practices Attendee Role: Business Analyst, Architect
  2. Be Informed is like a navigation system. You enter the GOAL. Based on your current position, it tells you how to drive and what time you will get there. If you take a wrong direction, or choose a different route, this is not a problem, the system immediately recalculates the road to your goal in the most efficient way. What would happen if you would treat your navigation system like is done in a traditional business application. You would enter your position first and then plot every subsequent step, towards your goal. What would happen if you deviate? You would have to start from the beginning, or if you are lucky, backtrack your steps until you are on the “right road” again. Unacceptable for a navigation system, and unacceptable for a business process.
  3. Be Informed doesn’t make a difference between a straight-through process and a manual process. (1) Some transactions can be handled STP immediately and require no manual intervention, so-called “happy flows”. (2) Other transactions seem STP, but require a bit of manual intervention, before they can be completed STP again. (3) Others start out manual, but at one moment it is concluded all required information is collection, and they can be completed STP. (4) Some transactions are completely non-standard and must be completed manually, these are “interesting flows”. They are all equally valuable. “Happy flows” make a system very efficient. “Interesting flows” are the transactions to tell the world is changing, and perhaps changes to the model are needed.
  4. Perhaps the most visible element of Be Informed that explains its unique ontological approach is the dynamic activity plan. The dynamic activity plan is the guardrail of the Be Informed solution. It exposes the ontology in three intuitive ways: The current activities that you can perform if you want to. There is no prescribed order in the current activities, the user can choose which one they prefer to do first, based on their insight, their conversation with the customer, or based on their preference. The processed activities are the ones that have been completed already. However, should new information arise, it is simple to reperform them, without having to start the process all over. Redoing activities immediately updates the status in the dynamic activity plan as well, re-evaluating other processed activities, current activities and future activities Future activities cannot be processed yet. Their preconditions state that other current activities need to be processed first. The moment any activity is completed, the dynamic activity planned in re-assessed. The current activity just processed moves to “processed”, as well as other activities that may not be necessary anymore; and previously future activities may move to current activities.
  5. Although the world of process is one of the most innovative areas in business and IT, the paradigms surrounding business process management are extremely old-fashioned. For starters, a process is always drawn in the same way. An arrow from left to right, representing various consecutive steps. As familiar as this view may seem, it is not realistic in a modern process. A modern process is case-based, where the case, usually involving a customer or a citizen, is revisited every time something changes (event-driven). If information about the case changes, it should not kick off a complete new process, it should simply check how it affects all operational outcomes. A different view on processes indeed.
  6. Administrative processes, that are becoming more knowledge-intensive, often require collaboration of multiple people. First of all, a business process is often a brokering/negotiation process between the supply (organization) and demand (citizen/customer) side. They need to collaborate to create a match between supply and demand requirements. Then there is the management layer that also needs to look at the strategic and regulatory side, setting the boundaries. These three groups of people collaborate amongst themselves, and between the groups.
  7. Workflows are still the standard for supporting business process end-2-end For many processes involving human intervention, workflows bring frustration rather than support For unpredictable processes modelling in advance is impossible Knowledge workers have to manage themselves. They have to have autonomy. Knowledge workers need to be in charge of their own processes.
  8. Perhaps the most visible element of Be Informed that explains its unique ontological approach is the dynamic activity plan. The dynamic activity plan is the guardrail of the Be Informed solution. It exposes the ontology in three intuitive ways: The current activities that you can perform if you want to. There is no prescribed order in the current activities, the user can choose which one they prefer to do first, based on their insight, their conversation with the customer, or based on their preference. The processed activities are the ones that have been completed already. However, should new information arise, it is simple to reperform them, without having to start the process all over. Redoing activities immediately updates the status in the dynamic activity plan as well, re-evaluating other processed activities, current activities and future activities Future activities cannot be processed yet. Their preconditions state that other current activities need to be processed first. The moment any activity is completed, the dynamic activity planned in re-assessed. The current activity just processed moves to “processed”, as well as other activities that may not be necessary anymore; and previously future activities may move to current activities.
  9. Be Informed is like a navigation system. You enter the GOAL. Based on your current position, it tells you how to drive and what time you will get there. If you take a wrong direction, or choose a different route, this is not a problem, the system immediately recalculates the road to your goal in the most efficient way. What would happen if you would treat your navigation system like is done in a traditional business application. You would enter your position first and then plot every subsequent step, towards your goal. What would happen if you deviate? You would have to start from the beginning, or if you are lucky, backtrack your steps until you are on the “right road” again. Unacceptable for a navigation system, and unacceptable for a business process.