Grottarossa:Why?

GROTTAROSSAOpen Source Case Management Framework

ROMA, Novembre 2011

Page 2

Agenda

About us

Scope

History

Grottarossa– Open Source assessment

– The product

Purpose

Page 3

About us!

4 different people with a common passion

Maurizio Farina

Owner Adaptive Software S.r.l.

Marco Sabatini

Software Engineer Alfresco & j2EE Specialist

Marco Di Domenico

Sharepoint, K2 & .NET Specialist

Marco Trischitta

Software Engineer & Case360, Activiti specialist

Page 4

Agenda

About us

Scope

History

Grottarossa– Open Source assessment

– The product

Purpose

Page 5

Scope

We will cover the following concepts:

BPM (Business Process Management)

– … a business process comprises a "series or network of value-added activities, performed by their relevant roles or collaborators, to purposefully achieve the common business goal." These processes are critical to any organization, as they can generate revenue and often represent a significant proportion of costs (Wikipedia)

DM (Document Management)

– … used to track and store electronic documents and/or images of paper documents. It is usually also capable of keeping track of the different versions created by different users (history tracking) (Wikipedia)

ACM (Advanced Case Management)

– … When speaking of advanced case management (ACM), we are referring to the coordination of a service request like financial, health, legal, citizen, or human resources on behalf of a subject such as a customer, citizen, or employee. There are key services required in order to have an ACM-based solution. These services include: content management service, business process management service, business rules management service, analytics service, business monitoring service, collaboration service, document capturing service, integration service, document generation service, user interface, and a case design service. (Wikipedia)

Page 6

Agenda

About us

Scope

History

Grottarossa– Open Source assessment

– The product

Purpose

Page 7

History

2004 – 2007: Scenario Framework (BPM System)

2009 – 2011: Case360 (Case Management System)

2012: Grottarossa?

How Grottarossa

idea was born.

Page 8

Scenario Framework - Why? Business Process Modelling

Page 9

Scenario Framework – Why? – Solution Development

Modella Pubblica Esegui

Verifica

Page 10

Scenario Framework: Needs

Business Process modelling

Continue improving (Process & Documents)

Customer Quality Document as “front-end”

Document repository

Role profiling

Legacy System integration

Page 11

Scenario Framework – a Manufatoring/Quality BPMS

Main Components:

Workflow Engine using a XPDL 1.0 dialects

“Visio-like” modeler using a “close” BPMN notations

WEB portal (worklist handler, user and role administration, infopath integration).

Custom Document Management

Page 12

Scenario Framework – Modeler

All Visio 2003/2007 features

Visio is „The Modeler“

Page 13

Scenario Framework – Workflow Engine

The workflow API provides methods to access the process instances, involved the implementation of the instance, tax and legal attributes, query the DB process instance

Application Manager provides two-way communication for application-level integration of other IT systems

Event Manager is the service for the management of events reported during the design of models that enable interprocess communication and synchronization

Idioma is the engine that interprets the script provides the logic to model and act on the attributes of the process

Process Model Database

Process instance Database

XML

DBMS

IDIOMAscript

language

CRITERIAcore engine

PA

NO

RA

MA

Da

taB

as

e M

an

ag

er

Wo

rkF

low

AP

IAPPLICATION

Manager

XML

EVENTManager

Page 14

Scenario Framework - Web Portal

WEB Server

WorkList Handler

Admin panel

Client side

Customer Module

Process report

Scenario application

library

Admin panel is used for administrative functions and configuration services

Reports to set up a reporting process on data from advanced process control (key performance indicators, etc.)

WorkListHandler gives users a view of the activities dispatches from the server during the execution of process instances.

The application scenario of library services are core application code made available in the library, to be achieved or realized by the customer to provide functionality specific to the activities of automated processes

The service url dispatcher that transparently conveys the advanced user request worklistHandler through to areas of the application solution

urldispatcher

Sc

en

ari

o i

ne

rop

era

bil

ity

Scenario modules

Page 15

IT Integration Layer

Application manager

.NET JAVA Win32

SCENARIO SERVER FRAMWORK

IT SYSTEMS

XML WorkFlowRelevant data

PanoramaDatabase Manager

Application Manager provides application-level integration platforms. NET, Java and Win32 through the following channels :

– Socket

– SOAP

Through the XML server scenario framework shares with existing IT systems relevant data for the process

Page 16

Scenario Framework: Conclusions

Ad hoc Document management is not comparable vs. actual document management (both commercial and open source)

Activities, processes, events scheduling is not complete.

Resources management is poorly implemented.

Process format is far from standard XPDL

Data persistence, represented in the documents, is to be implemented with the encoding of special libraries

Portal is not ECM based solution

the idea of a BPM System built from scratch failed!!!

Page 17

• Document 1• Document 2• ...• ...• Document n

• Document 1• Document 2• ...• ...• Document n

• Document 1• Document 2• ...• ...• Document n

• Document 1• Document 2• ...• ...• Document n

• Actvitiy 1• Activity 2• Activity 3• ..• ...• Activity n

Process Process Process Process

Other needs: Case360

Documents

Activity

Process

• Actvitiy 1• Activity 2• Activity 3• ..• ...• Activity n

• Actvitiy 1• Activity 2• Activity 3• ..• ...• Activity n

• Actvitiy 1• Activity 2• Activity 3• ..• ...• Activity n

Process is

not a customer

target

Process is no longer the target: Case Management

Page 18

Case360: CaseFolder

CaseFolder is the target

Page 19

Case Management Components

PPG/2008/00xx

Page 20

Case Management System: Not a “Simple Stuff”

Workflow Management: Management of the processes in "Tobe" model Interaction between users and groups or the management of the

collaboration between the various actors involved in the process and the systems involved

Document management capabilities that creation, routing of complex documents and their storage

Monitoring of the activities performed by different users / roles and events that occur in various processes (BAM)

User Management and Administration: Creating users and roles with their privileges.

Traceability: Storing all the changes that are needed on processes, activities and data

Scheduling: Scheduling activities (such as running processes), defining the time criteria

User Interface using modular plug-in. Legacy systems integration

Page 21

Case Management: conclusion

BPM is not enough

Case Folder is cool!!!

Case Management is close to customer’s “point of view”

Case Management works well for many “application domains”

The modeling phase is underestimated

Everything is a

CaseFolder!!!

Page 22

What to do?

Page 23

Agenda

About us

Scope

History

Grottarossa– Open Source assessment

– The product

Purpose

Page 24

BPM Systems list

1. Appian Enterprise 5 Business Process Management2. Suite3. Avantis4. aXway: Process Manager 5. BizAgi6. BOC Information Systems: ADONIS7. Borland® Together® Products: Together Architect® 2006 and

Together 8. Casewise: Corporate Modeler9. Cordys: Studio10.Fuego: Fuego 5™ (BEA)11.Elixer Intelligent Software: eliXir BPMN-MDA Framework12.EMC: EMC Documentation Process Suite13.Embarcadero Technologies: EA/Studio14.Fujitsu: Interstage Business Process Manager 7.115.Graham Technology: GT-X16.Global 360: Business Optimization Server - Process

Sketchpad17.HandySoft Global Corp: BizFlow® BPM18.IDS-Scheer: Aris19.Corel: iGrafx20.Hyland: OnBase21.IBM: WBI Modeler22.ILOG: JViews23.Intalio: n³ Designer24.Intellior AG: AENEIS25.ITpearls: Process Modeler for Visio

26. Kaisha-Tec: ActiveModeler Avantage27. Lanner: Witness28. Lombardi Software: TeamWorks™ 529. M1 Global: BPI Studio30. Mega International: Mega Suite31. Metastorm: Metastorm BPM™ Suite32. No Magic: MagicDraw UML 10.033. Orbus Software: iServer34. Pegasystems: BPMSuite35. Seagull Software: LegaSuite BPM36. Software AG: Enterprise Business Process Manager

(EBPM)37. Popkin: System Architect™38. Proforma: ProVision™39. Santeon: XIP BPM Platform40. Savvion: Process Asset Management41. Select Business Solutions: Select Component Factory42. Skelta: Skelta BPM.NET 200643. Soyatec: eBPMN Designer44. Sparx Systems: Enterprise Architect 6.545. Staffware: Process Suite46. Sun Microsystems: Studio Enterprise Edition47. Sybase: PowerDesigner® 1248. Tibco: Business Studio49. Troux™: Metis 3.6 Enterprise Architecture Suite50. Visual Paradigm: Visual Architect

Page 25

Case Management Systems

The Forrester Wave™: Dynamic Case Management, Q1 2011

In Forrester's 57-criteria evaluation of dynamic case management (DCM) vendors,

Pegasystems, IBM, EMC, Appian, Singularity, and Global 360 led with the most

dynamic, visionary platforms. Pegasystems excelled with strong capability in all process areas

particularly service requests — supported by a sophisticated rules engine that automates case

progression. IBM's strong content management capabilities and strategic positioning lifted it

into the Leader category. EMC demonstrated powerful DCM capabilities focused on its

traditionally strong content management offering. Appian shone with its emphasis on

collaboration supported by the new Appian Tempo interface. Singularity demonstrated a long-

term commitment to and vision of DCM, underpinned by strong support for complex timelines

and skills management. Global 360 completed the Leaders group with its user-centric,

persona-based interface, complimented by automation and event management capabilities.

Strong Performers included Pallas Athena, Sword Ciboodle, and Cordys — all offering

Robust platforms that provide innovation in different DCM areas. ActionBase ranks as a

Contender, filling the gap between email chaos and process-centric DCM.

Page 26

BPMS: Make the CaseFolder, Workflows, Documents...?

Workflow Management

RecordManagement

Document Management

Content Management

• Liferay (ECM)

• Alfresco (DM)

• Activiti (WFM)

• .....

• .....

IDEA

Let‘s try to integrate several open source tools to make ACM system

Open Source assessment

Page 27

Case Management (.NET Microsoft)

Microsoft Workflow Foundation ( dal 2005)

Sharepoint

Integrato

Page 28

Case Management (java stack free)

jBPM

Integrato

Alfresco with jbpm now with activiti

Page 29

Open Source: conclusions

PROs:• BPMS• Document Management• Record Management

CONs:• Case Management• Process Designer• Data Designer• Cloud & Mobile Environment

Grottarossa!!!

Page 30

Agenda

About us

Scope

History

Grottarossa– Open Source assessment

– The product

Purpose

Page 31

Software Development

Configuration

Analisys

Software Development

Analisys

Configuration

Grottarossa: Development

Page 32

Services

Products

Grottarossa: Point of view

Page 33

Case FoldersProcesses

Documents

Records

Fields

Grottarossa: Entities

Page 34

Front End

Grottarossa Modeler

Grottarossa

ModelerProcesses, Fields, CaseFolder….

ModelerUsers, Roles, Organizations,

User Interface….

Model (xm

l)

Model (xml)

Web 2.0

Mobile

Grottarossa Web

Page 35

Grottarossa: n-tiers architecture

Back-End

Low – LevelAdministrator

Middle-Ware Front-End: Component

InterfacesCaseManagement

WorkflowManagementDocumentManagement

UserManagementLayoutManagement

High-LevelAdministrator

Users

NativeMobile

Component

Web Component

Integration System Console

AdminConsole

Grottarossa Driver“OTS” Products

Enterprise Service BUS – Queue Manager system

QUEUE Project & Procedures - Request

QUEUE Project & Procedures - Response

External System

Web Mobile

Component

Page 36

Flash – Modeler Assessment

Page 37

Flash – Form Designer Assessment

Page 38

Silverlight Modeler Assessment

Page 39

Flash Eclipse plug-in

Action Script coding

Mac OSX, Win, Mac, Ux

All Mobile devices

Silverlight Visual Studio

.NET languages

Win and Mac OSX

Only Windows devices (maybe)

Modeler conclusions

Page 40

Vaadin – User Front End

Page 41

Grottarossa: RoadMap

Recycling what we have

Improving the Back End

Developing the Designer

Integrating open source libraries/products

Page 42

Grottarossa: actors

A good opportunity for

• University: Grottarossa is the methodology

• Contributors: Grottarossa training, certification

• Partners: Grottarossa does what customer asks

Page 43 Page 43

Grottarossa is the place where the idea was born.

From wikipedia (http://it.wikipedia.org/wiki/Grottarossa)

Grottarossa was crossed by the Via Veientana come off the Via Cassia and connected Rome with Veio. The route of this road is now almost completely engulfed by urbanization of the areas of the Tomb of Nerone and the same Grottarossa. One of the few vestiges of the road (which like the other outside the walls was accompanied by burial) is the tomb of Veio, the funeral of the first imperial age structure of considerable size which is in a state of semi-abandonment, in the park called “Parco Papaccio”.

At the modern hospital of St. Andrew see two of Etruscan tombs in the nearby street “Quarto Annunziata”.

The area takes its name from the caves dug into the red tuff, found near the homonymous street Grottarossa and where, presumably, lived in the prehistoric hominids (probably Neanderthals or Homo sapiens).Another path near the intersection of “via di Grottarossa” with “via Flaminia” seems to take its name from a kind of tufa (“via di Quarto Peperino”), as well as Saxa Rubra (red stones).

Why name Grottarossa?

Page 44 Page 44

Scenario Framework

• https://sites.google.com/site/scenarioframework/

• http://scenarioframework.codeplex.com/

Global360 (now OpenText)

• http://www.global360.com/

Grottarossa

• http://www.grottarossa.org/

• http://code.google.com/p/grottarossa/

Resources

Page 45

Contact Details

Maurizio Farina ([email protected])Marco Sabatini ([email protected])

Marco Trischitta ([email protected])Marco Di Domenico ([email protected])

SponsorsAdaptive Software (www.adapso.com)

Page 46

Thank you for your attention!

Any Questions?

Page 47

Back up slides

Page 48 48

5. Pre-manifattura – Attività e tempi Foiano

Chiusura contratti

Anno 1 Anno 2

gen-apr mag giu lug ago set ott nov dic gen feb mar apr mag giu lug ago set ott nov dic

Ricevimento e pagamento del tabacco sciolto

Stoccaggio

Spedizione colli

Assistenza tecnicaai produttori (~180)

Raccolta e curadel tabacco

• Valutazione/perizia del tabacco• Pagamento (100% alla consegna)• Selezione e definizione lotti

qualitativi:– qualità alta (fascia)– qualità media (filler)– qualità bassa (scarti)

Semina etrapianto

Coltivazione tabacco

Lavorazione

• Alle manifatture: Tabacco per filler e tabacco per fascia (stock di sicurezza)

• In Sri-Lanka (tramite Lucca): tabacco per fascia

• Prosciugamento• Predisposizione colli

Page 49

negative argument 1 negative argument 2 negative argument 3 negative argument 4 negative argument 5

negative argument 1 negative argument 2 negative argument 3 negative argument 4 negative argument 5

positive argument 1 positive argument 2 positive argument 3 positive argument 4 positive argument 5

positive argument 1 positive argument 2 positive argument 3 positive argument 4 positive argument 5

Comparison

NegativeNegativePositivePositive

1SCENE

Advantages and disadvantages with two textboxes ANIMATED

IDEA

Use text boxes for a clear and structured confrontation of do’s and don’t’s

NegativeNegativePositivePositive

Page 50

BusinessTransformation

ChangeManagement

OrganizationDevelopment

Business ProcessDevelopment

CustomerRelationshipManagement

All phrases can be replaced with your

own text.All phrases can be replaced with your own text.

All phrases can be replaced with your own text.

All phrases can be replaced with your own text.

For PowerPoint 97-2010