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NAVA BPM : Do better BPM with

SharePoint ©

Genève, le 24 septembre 2014

Jihed TOUZI, BPM Consultant, JPL Informatique SA

Louis CARMINATI, Project Manager, Services Industriels de Genéve

Rich capabilities across main industries & business functions

Consulting

SW Qualification

Software Engineering

Nearshore Service Center

SW Industrialisation

Collaborative Solutions

Portals (SharePoint)

Business Process Management

Productivity solutions

HR Productivity

Flow Management

Document Management

Financial Services

Manufacturing

Assets & Values

Unique positioning in the IT market

Agile tools and processes

Combining rich experience and large

capabilities across main Industries and business

functions

Team player, business oriented and Values of

Excellence

Energy & Utilities

Consumer Business

Telecom / Medias

Public sector

Travel & Transport

ation

Competencies

Business Lines

Agenda

1. SharePoint and BPM

2. Nava BPM for SharePoint

3. The Services Industriels de Genève project

4. Demonstration

SharePoint and BPM

Challenge : BPM 4 SharePoint

Challenge: “Our enterprise aims to create advanced

processes involving SharePoint. Our users need

easy access to these processes through SharePoint,

and management need visibility on their progress &

performance. And, we need integration with CRM,

ERP and more…”

X

Is SharePoint a BPMS (Business Process Management Suite) ?

QUESTION :

BPMS Architecture

Modeling and

Execution of

business

processes

Monitoring

Interaction (Portal)

datbases Web-services

Business Rules Management

Active directory

(LDAP, etc.)

ERP, applications

Connectors

No. 7

Limits of SharePoint platform to manage processes

SharePoint manage simple workflow like approval or validation processes and is not a Business Process Management Suite (BPMS):

Enterprise processes are cross-domain, complicated and asynchronous.

Integrate and leverage existing heterogeneous systems

Management of Business Rules and Business Activity Monitoring features (KPI definition, etc.)

Standard formalism to modelize processes (BPMN)

High scalability : number of instances 1000 per minute.

Errors handling and compensation management.

Nava BPM for SharePoint

Best of Breed approach : Intalio and SharePoint

Modeling and

Execution of

business

processes

Monitoring

Interaction (Portal)

datbases Web-services

Business Rules Management

Active directory

(LDAP, etc.)

ERP, applications

Connectors

No. 10

Intalio © All Rights Reserved

Faster and Easier Process Modeling

Powerful graphical designer

Drag-and-drop forms builder

Automated form generation,

with advanced data management

Central process repository

Collaboration support

Process diagram validation

Process versioning

User profiles

Process Execution at the Speed of Business

Embedded Business Rules Engine (BRE)

Graphical decision table designer

Ability to call external rule engines

Monitor Processes – and Business – On Demand

Business Activity Monitoring (BAM)

Real-time information

KPIs – monitoring and management

Automatic capture of events and metrics at runtime

Extraction of BAM data into BI Tools

Access Tasks and Processes, Anytime, Anywhere

Human task management

Task delegation

Mobile BPM

Vacation management

Multi-lingual interfaces and forms

Real-time alerts

Comprehensive Integration and Administration

REST API and web service support

Drag and drop integration design

Enterprise-Class Execution

One-click deployment - designer to server

Enterprise scalable; with clustering & High Availability

support

Event processing

Complex process orchestration

Synchronous/asynchronous execution

Transaction safe architecture

11

Intalio|bpms delivers a rich experience for users

Modelize processes with BPMN

BPMN (Business Process Model and Notation) is a standard used by business and IT people.

Know exactly what happen in your process

Pilot your processes in SharePoint

Different patterns are implemented in SharePoint webparts to manage

processes : Launch new instances.

Delegate tasks to users

Claim/revoke tasks.

Get notifications

Complete tasks.

User tasklist

SSO management and ADFS integration

Forms generation

BAM: Business Activity Monitoring

Build reports easily based on processes data stored in a dedicated

database.

Customer case :

The Services Industriels de Genève project

Services Industriels de Genève

SIG is a Swiss supplier of local energy services. The Company serves 250,000 clients in the canton of Geneva, providing water, gas, electricity and thermal energy. SIG manages wastewater, waste recycling and also offers energy and telecommunications services. All SIG activities seek to promote smarter energy consumption, within a framework of on-going sustainable development.

www.sig-ge.ch

DECLIC project

The DECLIC project aims to optimize the customer relationship through multi-

channel processes implmentation.

Optimize communication on internet between SIG and its customers with

Customer- oriented processes :

Move Out (Déménagement)

Move In (Emménagement)

DECLIC - Business challenges

Full internet interactions during all the process

Customers are constantly notified about the progress of their

requests with emails/SMS sent.

Reduce the number of requests manual handling by SIG employee

(Clients Service).

Manage a big number of requests (1300 requests per month).

Manage interactions between heteregenous systems : SAP; Oracle, CRM

systems and SharePoint (SOA architecture).

Authentified and unauthentified customers deal with the system

Front and back solutions must be based on SharePoint and interoperate

completly with the BPMS engine.

Manage integration with ADFS (ActiveDirectory Federation Services).

DECLIC - Technical challenges

FRONT

Declic

BACK

Declic

DECLIC Technical architecture

DECLIC process- overview

23

Traitement manuel

Client

OK/NOK Confirmation

Interactions

diverses

Demonstration

MoveIn/MoveOut process

SMS sent

Conclusions

To conclude

Separation of concerns between : • Intalio : Process Lifecycle management

• SharePoint : Portal issues : forms, documents, autentification

Better Business/IT alignment

Easy maintenance and evolution

Hish scalability of the solution

Rapid Go to market

Jihed TOUZI JPL Informatique SA [email protected] 078 648 68 77

Merci