Sandy Kemsley l www.column2.com l @skemsley Designing Process- Based Applications AWD ADVANCE London 2014
Designing Process-Based Applications
May 06, 2015
A bit of a technical look at how to design process-based applications (a.k.a. Smart Process Applications): why they are different from traditional structured BPM, and all of the components that you need to consider. Delivered at DST's ADVANCE Forum in London, June 2014.
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Sandy Kemsley l www.column2.com l @skemsley
Designing Process-Based Applications
AWD ADVANCE London 2014
Agenda
l What’s in a process-based application?
l Capabilities
l Platform and application layers
l Targets for process-based applications
l Knowledge work
l Expected benefits
l Designing for agility
l Exploiting platform capabilities
l Configuration, not customization
Copyright Kemsley Design Ltd., 2014
What’s In A Process Application?
Process App
Process Mgmt
Capture
Content Mgmt
External Events
Rules/ Best
Practices User Exper-ience
Collab-oration
Analytics
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Combining Integrated Components
4
Customer Information
Ad hoc Tasks & Collaboration
Predefined Processes
Events
Compliance & Rules
Analytics & Recommendations
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Competing/Complementary Product Categories
Content
• Capture • ECM • Correspondence mgmt
Process
• BPM • Case mgmt
Analytics
• Business intelligence • Realtime analytics
User Experience
• Social enterprise
• Portals
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Designing For Agile Delivery
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Process App Platform (Vendor)
App A (Vendor)
Ap
p A
/ In
sta
nce
1
Ap
p A
\ In
sta
nce
2
App C (Partner)
Ap
p C
/ In
sta
nce
1
App B (In-house)
Ap
p B
/ In
sta
nce
1
App B
/ Inst
ance
2
Ap
p B
/ In
sta
nce
3
Configure and deploy
Buy and/or build
Buy
Common Infrastructure Pre-existing
Process Application Targets
l Complex knowledge worker environment l Multiple systems required to get job done
l Manual workarounds and data transcription
l Excessive customization by specialists l Systems can’t respond to changing needs
l Inability to replatform to cloud and/or mobile
l Insufficient incorporation of best practices l Long training time
l High error rates and compliance risk
l No predictions/recommendations
Copyright Kemsley Design Ltd., 2014
Process Application Targets
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How current issues impact your business
Eff
icie
ncy
Accu
rac
y
Co
mp
eti
tive
Ad
van
tag
e
Multiple systems required ✔
Manual workarounds required ✔ ✔
Inflexible systems ✔
Lack of cloud/mobile support ✔ ✔
Long training ✔ ✔
High error rates ✔ ✔
No predictive analytics ✔ ✔ ✔
Complex Requirements
l Structured standard/regulatory processes
l Ad hoc tasks/processes
l Rules for compliance and best practices
l Informational context via content/analytics
l Events from external systems/devices
l Participants and personas
l Internal/external collaboration
l Metrics and analytics
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Example: Loan Origination
l Predefined processes and rules for compliance
l Customer relationship information as context
l Ad hoc tasks and on-demand collaboration for exception handling, constrained by declarative rules
l Customer as participant with limited functionality
l Predictive recommendations based on customer and aggregate loan data
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Design Goals
l Integrated environment for all functions
l Goal: improved work efficiency and automation
l Domain knowledge and best practices
l Goal: improved work quality
l Configuration-only deployment
l Goal: rapid deployment, business ownership
l Integrated analytics
l Goal: improved insights and recommendations
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Designing Core Capabilities
l Common reusable functions/structures l Data/case models l Organizational models l Pre-defined processes and checklists
l Organization-wide rules l Regulatory/compliance requirements l Industry best practices
l Auditing and logging l Analytics and reporting infrastructure
l Platform support l Cloud and mobile
Copyright Kemsley Design Ltd., 2014
Designing Configurability
l Functionality l Models and templates
l Processes
l Rules
l Participants l Personas and roles
l Access control, including mobile
l User experience l Branding
l Personalization
Copyright Kemsley Design Ltd., 2014
Deployment Configuration
l Configured by semi-technical analyst
l Guides for instance-specific configuration
l Creation of environments for user personas
l Creation of templates for standard functions
l Personalization by end-user
l Layout personalization
l Creation and sharing of templates/checklists
Copyright Kemsley Design Ltd., 2014
Sandy Kemsley
Kemsley Design Ltd.
email: [email protected]
blog: www.column2.com
twitter: @skemsley
Copyright Kemsley Design Ltd., 2014
Slides at www.slideshare.net/skemsley
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