2013 06 04_5806_case_manager_implementation__(1)

© 2011 IBM Corporation

IBM Case Manager

IBM Case Manager

How is Advanced Case Manager deployed?

The ECM Lab Services offeringA comprehensive set of services to help out our customers and partners in

securing their ECM solutions / platform building, management and operation


IBM Case Manager

Solution vs Products delivery: Why ?

Because customers are looking for Solutions, and not for Products:

–Looking for additional business value, in term of business goals / needs fulfillment

–Demanding an operational relief, expressed in term of risk management–Expecting fast and sustained financial gains:

Right size the WHOLE investment Beyond initial justification, to mine enterprise wide additional value (eg : shared platform)

–Requiring that IBM provides a comprehensive solution made of :1) The right set of products …2) …properly assembled to render expected functions/features + required integration

with the customer's Infrastructure ... 3) … delivered via the proper project approach respecting the customer’s capabilities &

leveraging IBM's best practices …4) … and of which lifecycle will be properly handled end-to-end, namely up to its

decommission time.


IBM Case Manager

IBM’s Prescriptive Advanced Case Management Journey and OfferingsDiscover - Pilot - Project - Program

Solution Implementation

Project

Quick Win

Pilot

Business Transformation

Program

Enablers broaden your capability and drive Self-Sufficiency

Proven path to realize fast value, foster case management adoption and create transformational impact

Consulting & Guardian AssistanceSolution

CheckpointSolution MentoringTraining

COE Design/ Execution

Program

Jou

rney

S

tag

e Succeed with an Initial Project

Establish a Program

Adopt withinLOB/Enterprise

Identify Business Challenge & Value

Define the Opportunity

AccelerateBusiness Value

Scale Delivery Capability

Scale BusinessImpact

3

Cu

sto

mer

s

Go

als

Case Manager Solution

Workshop


IBM Case Manager

Proven Prescription for Adopting Advanced Case ManagementIBM offers the fastest and most cost effective approach to successfully navigating your ACM journey.

4

Jo

urn

ey

S

tag

e

Cu

sto

mer

s

Go

als

& C

on

text

Succeed with an Initial Project

Establish a Program

Adopt withinLOB/Enterprise

Identify Business Challenge & Value

Ma

turi

ty

Time

•Where do we begin?•How do we get started?•How do we incorporate a solution-focused approach?

•How do we become self-sufficient on multiple projects?

•Can a CoE help us and how can we develop one?

•How do we scale upto meet company-wide demand, while avoiding risk of falling short?

•How do we ensure the transformation is sustainable?

Ma

turi

ty C

hal

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ges

•How can I drive immediate business value?

•How do we build skills & become self-sufficient?

•How do I train my LOB and IT by role & function?


IBM Case Manager

IBM Case Manager Solution Workshop

(including the QWP Discovery Workshop)


IBM Case Manager

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Workshop in a Nutshell …?

A 3-5 day collaborative journey with your LOB / analyst to a (partial, initial) design & mockup, showcasing the value of Case management and rapid solution development.

The focus of this workshop is on providing a common understanding of Advanced Case Management (ACM) terminology and reference services. It also focuses on exploring, understanding, and defining in a customer’s business context a specific solution pattern for an ACM-based solution. This is typically delivered in 3 on-site days with interactive sessions including a walk-through of the existing flow of work, required case artifacts, roles, tasks, Key Performance Indicators (KPI) coupled with a brainstorming of possible approaches addressing these areas. The output is typically a mock-up of the ACM-based solution using IBM Case Manager.

The workshop can be augmented with a QWP Discovery Workshop that enhances the discussions to extract a view of your project requirements, scope and priorities so a phase 1 delivery plan can be proposed.


IBM Case Manager

What’s in it for YOU?

• Deeper understanding of IBM Case Manager-Concepts-Capabilities-Speed of implementation-A Better way of designing and delivering applications

• Articulation of a specific solution area – so it’s easier to comprehend

• Understanding of broader applicability of IBM Case Manager to other parts of the business

• See how the business and IT can collaborate on new solutions

• Nothing up our (the IBM) sleeve – “it works, it’s real and they did it right in front of us”

• Jointly develop with IBM a preliminary delivery / implementation approach for your project with a focus on Phase 1


IBM Case Manager

IBM Case Manager Delivery Approach & Practices


IBM Case Manager

The question is NOT: Can We Include It?

The question is: Should We Include it?

Is It Valuable To Do It Now (within the current timeline and budget)?


IBM Case Manager

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What Is The Focus of a Quick Win?

1. Collaboration across IT and LOB 2. Requirements & high level solution design3. Emphasis on business value - prioritization of requirements 4. Foster user ‘buy in’ with frequent feedback5. Setup of case solution (process, content, tasking model)6. Configuration of core business functionality7. Setup of key metrics & dashboards or business rules 8. Installation of basic infrastructure (1 dev env)9. Basic testing to showcase use case(s)10.Business and Technical walkthrough of solution


IBM Case Manager

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Overview of the Quick Win Pilot (QWP) A known price, known duration, known work-plan

Successful Outcomes: Deliver a successful ‘first experience’ to your LOB - a pilot (production ready) solution in 10 weeks Jumpstart collaboration & agile development between LOB and IT using IBM Case Manager Establish a platform for growth and mitigate major perceived project risks Build business sponsorship and awareness of solution with all the stake holders

An IBM-led 10-week delivery project leading to a successful initial solution that establishes an operational platform for case management and your associated content and process capabilities.


IBM Case Manager

DevelopmentDevelopment Test Test Go-LiveGo-Live

DefineDefine ImplementImplement

DefinitionDefinition

TBD

Phase 1: Quick-Win Pilot for Advanced Case ManagementDemonstrate tangible value with your “quick win” within the first 10 weeks!

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Quick Win Pilot – 10 weeks to a Deployable Solution

(2 weeks) (2 weeks)

• Finish remaining UI functionality with look and feel.

• Implement basic exception handling and error proofing.

• Complete reports and dashboards.

iRUN3

•Goals and critical success factors.

•As-Is state.•Solution and case analysis.

•To-Be state.•Solution definition.•Forms and custom objects•Scope and Plan for Pilot

iRUN0

(6 weeks)

• Install & configure infrastructure

• Model case and process flows.

• Create property definitions.

• Define document classes• Define roles and in-baskets

• Define initial set of tasks.• Configure UI (role & page layouts in mashup).

iRUN1

• Implement complex tasks in Process Designer

• Build integration components and services.

• Incorporate external service integrations.

• Create content mgmt components (eg. custom objects, security templates, etc.).

• Review data to build analytics reports

iRUN2

Part ofU.A.T.

Pilot Complete

Deliver a Tangible Initial Release

Jumpstart Team Enablement

Build Business Sponsorship

Establish Platform for Growth

Key Outcomes


IBM Case Manager

4/16 4/27 4/30 5/11 5/14 5/25 5/28 6/8 6/11 6/21

Iteration 1 Iteration 2 Iteration 3 Iteration 4

Delivery Team and Project DeliverablesGo LiveGo Live

iRun 0 QWP

Installation; Custom Code; Rules; Dashboards Technical Specialist

Project Management (Part-time)

Configurations and Customizations Developers

Design, Execute, Deploy Solution Designer

TestTestDevelopDevelopDefineDefine

• High level Requirements & Design Document

• Pilot Project Plan

• Status Report• Iteration Acceptance Document

• Final Design Document• Pilot system• QWP Acceptance Doc

Deliverables



iRun 1 iRun 2 iRun 3

WORKSHOP

Fixed Duration NOT Fixed Scope

TBD


IBM Case Manager

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Deployment to a full-scale ProductionWhat will be added in the Deployment project to be chained to the QWP ? Functional EnhancementsScalability EnhancementPerformance TestingUAT TestingOperations

Documentation DeploymentsAdministration

Production Infrastructure Architecture ReviewHA/DR Installations


IBM Case Manager

The Team : A set of local highly proficient products / project experts that rely on an extended world-wide team

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Thank You !!!!!

2013 06 04_5806_case_manager_implementation__(1)

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