IBM BPM Updates - BPM 8.5.7 and BPM 8.6

1 © 2017 IBM Corporation

IBM Business Process Manager… your journey to Digital Business Automation

Oct 2017 Update

Allen Chan, IBM Distinguished EngineerChief Architect, Business Process Management


Three expectations are driving the need for automation

Employees expect new types of assistance to increase productivity

Customers expect a seamless, personalized experience

McKinsey, The growth engine: Superior customer service in insurance, 2016

Everyone expects self service

[With] the co-existence between human employees and cognitive systems… less experienced employees can perform like seasoned veterans.

U.S. auto insurers that provided consistently best-in-class experiences generated 2 to 4x more growth in new business.

73% of consumers say that valuing their time is the most important thing a company can do.

CIO, Cognitive automation gives employees the freedom to innovate, 2016

Forrester, Forrester's Top Trends For Customer Service In 2016


Yet achieving the right automation outcomescan be challenging

Projects take too long to deliver

Successes are often not scalable or repeatable

Companies too often focus on isolated touchpoints rather than the customer journey

Digital customer journeys require a new approach to process automation


Digital process automation must enable speed, scale and customer focus

… enabled by an extensible framework for innovation and insightOne way to accelerate digitization and reduce overall costs is to identify horizontal components, such as BPM layers, that can be shared across all the journeys. 2

… enabled by a platform for rapid delivery & iteration, led by the business60% of digital leaders run strategy by experimentation through limited releases and prototyping. 1

… to deliver the end-to-end customer journeyMeasuring satisfaction on customer journeys is 30% more predictive of overall customer satisfaction than measuring happiness for each individual interaction. 3

1) McKinsey, Six building blocks for creating a high-performing digital enterprise, 2016

2) McKinsey, Speed and scale: Unlocking digital value in customer journeys, 2015

3) McKinsey, The three Cs of customer satisfaction: Consistency, consistency, consistency, 2014

Speed

Scale

Customer focus


IBM Digital Process Automation capabilities

Define customer journeys and business operations to discover new opportunities for innovation

Design, automate and govern business operations to deliver a

scalable, consistent customer experience

Analyze data and events to augment knowledge work and take the right action at the right time

ActionableInsights

CollaborativeDiscovery

Business Automation

Digital Process

Automation


IBM Digital Process Automation capabilities

• Process discovery• Decision discovery

• Process automation• Decision automation

• Real-time contextual insights• Intelligent personal assistantsActionable

Insights


Business Automation

Digital Process

Automation


IBM Business Process Manager (BPM)Orchestrate human and automated process tasks

IBM Robotic Process Automation with Automation Anywhere

Automate human tasks

IBM Operational Decision Manager (ODM)Automate business logic

ActionableInsights

Business Automation

Digital Process

Automation


Business Automation

ActionableInsights

Business Automation combining Processes, Decisions and Robots


Digital Business Automation enables different tasks for different needs

Choosing between robotic automation and system integration:

When there is both an existing user interface and an API:

• Use RPA for lower effort & quicker implementation• Use system integration for greater flexibility &

visibility

When there is no existing API:• Use RPA to automate human tasks

When there is no existing user interface:• Use system integration for flexibility & visibility


IBM Business Process Manager

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§ Comprehensive platform for process design, orchestration and governance

§ Driving growth and agility by providing total visibility and management of business processes.

§ Enabling faster time to value and improved user productivity

§ Highly integrated environment scaling easily from initial project to enterprise-wide program

IBM BPM is a process-centric solution for improving and innovating how work gets done.

Automated straight-thru processing

Procedural, structured tasks & decisions

Dynamic, goal-driven work


Ordered Sequenceof Activities

Some Unordered(Ad-hoc) Activities

Some Activitieswith Ordered Steps

Unordered Setof Activities

Next Step Determined ByProcess Model Knowledge Worker

DataStructured

Business ObjectsUnstructuredDocuments

Spectrum of Process Types

11 © 2017 IBM Corporation11

Continuous Delivery Strategy for IBM BPM

Responsive Portal and UX

IBM BPM on Cloud

Case & Content Integration

Federation Server

ProcessFederation

Server

Web-based authoring

Spring 2014BPM 8.5.5




2Q16 3Q16 4Q16

REST andOpen API

1Q17 2Q17 3Q17

ProcessAnalytics

RPA


Release to Release Continuity

From To

Version EOS BPM BPM BPM BPM BPM BPM BPM BPM

751x 800x 801x 850x 855 856 857 860

BPM 750 09/2016 Upgrade Yes Yes Yes Yes Yes Yes Yes

BPM 751 09/2016 Upgrade Yes Yes Yes Yes Yes Yes Yes

BPM 800 09/2017 Upgrade Upgrade Yes Yes Yes Yes Yes

BPM 801 09/2017 Upgrade Yes Yes Yes Yes Yes

BPM 85X 09/2018 Upgrade Upgrade Upgrade Upgrade Upgrade

migrationupgrade Moving from 85X to 86

is an in-place upgrade!



Low Code Development & Web Designer

Business UX

Hybrid Integration & Cognitive

BPM on Cloud

Process Analytics

Robotic Process Automation

Java 8 & Performance


Process Editor: Support Different Process Patterns

14

Pattern-1 : Process with Ad hoc Activities Pattern-2 : “Structured” Process with Ad hoc Activities

Process ends when all required and started activities completed

Process ends when sequence flow and ad hoc activities completed

3 Ad Hoc activity types


Web Designer : modern web interface

15

CF 2016.12


Web Designer

16

library tree automatically closed in edit mode unless it’s pinned

CF 2016.12


BPD to Process Conversion

17

Once converted, can only be edited in Web PD. Can rollback to previous snapshot.Best practice: convert your toolkit 1st and otherwise you will see validation error with mixed BPD & ProcessBoth Process and BPD run in the same process engine.

CF 2016.12


Artifact Usage Discovery in Process Designer

• Added missing eclipse Process Designer Where Used feature

• Use the new web Process Designer References feature to view

• Used to code change impact analysis

• Referenced By • Artifacts in the current process application that

use a particular library item• Equivalent to “Where Used”

• References• Artifacts that the library item uses• New feature not available in eclipse PD• Scope: Process App and all Toolkit that it includes

Where Used in eclipse PD

New References view in web PD

CF 2017.06


Artifact Usage Discovery in Process Designer

References View

Click to display References View

CBO Process is referenced by Main CBO Process (used as linked subporcess)

CBO Process references Watson Dialog located in Watson Services Integration Toolkit (used as task implementation)

Click to refresh References View

CF 2017.06




Business UX


BPM on Cloud

Process Analytics




New BPM UI Toolkit

• BPM UI Toolkit• Based on the controls within the SPARK UI toolkit. • It is the default toolkit for building coaches (Web PD tools have been updated accordingly. • Customers using the SPARK UI toolkit can upgrade to the BPM UI toolkit, by simply updating the

SPARK toolkit version (this will automatically switch the SPARK UI controls to the BPM UI controls)

• Responsive Coaches Toolkit• Deprecated• Looking into providing conversion support

• Content Management Toolkit• For now it does not include the SPARK document controls (use the controls from Content

Management Toolkit)• Looking into new set of document controls that combine the best the IBM document controls and

the SPARK document controls.

New!

CF 2017.06


80+ Controls in the New BMP UI Toolkit§ Ultra-lightweight & library

independent (HTML5/CSS3)

§ Does not use Dojo, AJAX, RWD, jQuery, or AngularJS

§ Can accelerate developer productivity up to 4 times compared with BPM native controls

§ Fully responsive controls for multiple form factors

§ Mobile specific capabilities, including maps and QR code

§ Charting controls with drill down

§ Mobile ready document controls with drag & drop & camera support

CF 2017.06


Easy UI creation from Business Objects

When creating new CSHS from Process Editor the selected BO are used to create a Coach with UI controls from the BPM UI Toolkit

Dragging and drooping a BO to deign surface in Coach View Editor creates BPM UI Toolkit controls that correspond to an element in the BO

CF 2017.06


Improved Runtime Performance

10 sec 55 sec

Scenario Measured: Initial Load TimeTest Scenario: Coach contains 20 tables, 1 row per table each, 101 columns per row

Unresponsive script warning

Disclaimer: performance was measured with an IBM test case in a controlled environment

CF 2017.06


BPM UI Toolkit Theme Update

• BPM Theme was updated to include support for the SPARK controls (now BPM UI controls)

• Also we include the SPARK UI Theme to accommodate customers migrating from SPARK Toolkit to BPM UI Toolkit

• Theme from older releases will be migrated when opened with Theme Editor

CF 2017.06


Theme Editor Usability EnhancementsTo make finding a control easier, Coach Views are divided into categories

You can now click a link to take you to the actual setting you want to edit

CF 2017.06


Discover BPM UI Sample

• New process application to help learning how to use new BPM UI controls

• Contains collection of Human Services and Coach Views

• Code examples showcasing common usage scenarios and design patterns

CF 2017.06


Coach View Performance Design Guardrails

• Coach and Coach View Editor provides real-time guidance “guardrails” about potential run time performance issues

• As you are building the Coach Views or Coaches on-the-fly analysis is done, and the results are displayed in the Static Analysis section of the coach layout palette.

• Shows Coach Views that have repeating elements• High number of Coach Views of warning

• 0-50 view instances is low, 50-500 is moderate, >500 is high

CF 2017.06


New Static Analysis Section

Use CF 2016.12 feature to disable WYSIWYG when authoring Coaches with very large number of Coach Views!

Static Analysis Section• Showa repeating contents Coach Views• Displays “High number of Coach Views ‘ alert

Detailed analysis for repeating content controls

CF 2017.06


UI runtime performance statistics

• New Performance Monitor analyzes runtime performance of Human Services

• Simple to enable in browser debugger

• Shows load time for Coaches and Services in Human Service

• Will not show services timing with Heritage Human Services

• Shows load time for Coach Views inside Coaches

Launch Browser debugger and in console view type: localStorage["CoachPerformanceMonitor"] = true;

Click Performance Monitor icon to show the runtime statistics

CF 2017.06


UI runtime performance statistics

For all Coach Views it shows:• Coach View counts • Time in lifecycle events• Time in event handlers

Shows execution time of all services in CSHS before reaching a Coach

Coach contains a custom Coach View bound to a list with 100 items (100 Coach Views)Each Custom Coach View contains 6 atomic Coach Views

CF 2017.06


Process Portal Performance - Architecture ChangesBPM CF 2017.03 BPM 8.5.7 CF 2017.06 & BPM 8.6

Portal CSHS

Portal Coach

Work CSHS

Work Coach

CSHS window/frame Coach frame

Portal Coach

Coach View (CV)

Work CV

Work CV

Action Bar CVAction Bar CV

LaunchCV

LaunchCV

ContextCVContext

CV

§ Removed 1 iframe, 1 dojo instance, 1 CSHS instance§ Only Process Portal Toolkit implementation and runtime changes

– Customers that modified BPM Process Portal do not need to change their code

CF 2017.06




Business UX


BPM on Cloud

Process Analytics




Cognitive Systems meet Business Operations

Understands Natural Language

Watson can read and understand millions of documents.

Generates and EvaluatesWatson searches, extracts candidate recommendations scores and ranks decisions

Learns and AdaptsTrained by experts

Watson and MeUnderstands and engages meLearns and improves over timeHelps me discoverEstablishes trustHas endless capacity for insightOperates in a timely fashion

Watson: A Cognitive System

3

Smarter Process: Workflows & Business Rules

Generates and EvaluatesModel how systems and people work together to accomplish work

Automate workflows and decisions

Measure Outcomes

Understand Business Context to Drive

Outcomes


Solution examples for Cognitive Business Operations

Watson Services

Route work automatically

Classify, prioritize and route work to people & processes

Assist employees with process tasks

Augment knowledge workers with relevant content and cognitive insight

Intelligently automate self service

Use self-learning bots to gather data for process interactions

Analyze images to improve operations Assess objects, scenes and people in the context of your process


Solution examples for Cognitive Business OperationsSelf-improving Processes

Leverage cognitive services to do better routing (without humans in all cases), but then, constantly analyze and improve the accuracy of those services

Dynamic Rule Discovery

Use machine learning models to analyze trends in historical processes and provide data scientist controlled updates to models.

Consider structural changes to processes that

improve the process for its participants and the

business


EmailsComplaints / Inquiry / Address Change / Other

Bluemix App

Watson NLC

Rule based decision decides which business process to kick off based on email classification

Route work automatically

Case Process for complaints

ODM Decision

Human process for inquiry

Process for address change

BPM or BPMoC

Train Classifier to categorize emails into 4 classifications - Complaints / Address Change / Inquiry / Other

REST API

Watson assists with triage of emails


ChallengeTo handle over $500 billion of documentary trade for customers every year, must manually review and process up to 100 million pages of documentsSolutionIBM Datacap Insight Edition identifies, digitizes and extracts key data within documents to accelerate the bank’s transaction processes that rely on these documentsResults• Increased productivity by reducing manual entry• Streamlined process by eliminating paper processes• Increased accuracy by eliminating human errors

Trade Finance Industry AcceleratorHSBC Success Story using Cognitive Capture

Copyright2017IBMCorporation 38

http://www-03.ibm.com/press/us/en/pressrelease/52978.wss


Blockchain and BPM:Multi-party choreographies via Blockchain-connected BPM processes

… to distributed ledger … … with BPM processes for each party(here: the dealer)

Learn about IBM BPM and Blockchain in developerWorkshttps://www.ibm.com/developerworks/library/mw-1705-auberger-bluemix/1705-auberger.html

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IBM BPM Product Insights (Bluemix) Integration

• Registration and usage only • IBM BPM now available for registration in Bluemix• Requires configuration steps in BPM

CF 2017.06


IBM BPM Product Insights – Sample Dashboard

One registered product

Usage – Started BPD Instances

Show all App Cluster members


IBM Product Insights – BPM Usage Metrics




Business UX


BPM on Cloud

Process Analytics




New BPM on Cloud Express

• A new low-cost entry point for BPM on Cloud

• Buyer profile and requirements:

• Looking to get started with first BPM project

• Cost is a factor in selecting a solution (e.g. limited budget)

• Prefers cloud based solutions

• BPM Standard capabilities

• Small project with less than 25 users

• Non-mission critical processes with lower SLA

• No requirements for additional environments

• Seamless ability to grow up into BPM on Cloud instance

• Constraints

• Only one BPMoC Express instance per customer

• Does not have a BPMoC subscription

• Only available in existing BPMoC data centers

• Can add Authors up to limit of users

• Has IT skills or has a BPM knowledgeable partner to help with implementation

10 – 24 Authorized UsersAdditional Authors

Development Environment

RunEnvironment

User Portal

Process ServerProcess Center

Single Server Single Server

• Single Process Center + Process Server (no HA)• Single DB2 database server (no HADR)


BPM and ODM on Cloud is HIPPA Ready

• IBM BPM and ODM cloud offerings can now securely handle solutions that involve Protected Health Information (PHI) data.

• These offerings have implemented security controls, procedures and practices designed to safeguard PHI

• Clients that require HIPAA will ask service providers to sign a Business Associate Addendum (BAA).

• IBM is now able to sign a BAA if a client requests. • IBM prefers to use the standard BAA agreement

located here • http://www-03.ibm.com/software/sla/sladb.nsf/sla/baa

What is HIPAA?The Health Insurance Portability and Accountability Act of 1996 (HIPAA) is a legislation in the United States that provides data privacy and security provisions for safeguarding medical information. The HIPAA Privacy Rule applies to organizations, referred to as covered entities, which manage Protected Health Information (PHI). These covered entities include many types of companies, such as insurance, health plan providers, healthcare clearinghouses and healthcare providers. In addition, the HIPAA Privacy Rule requires covered entities that work with service providers that may be involved in managing or storing PHI to ensure they also follow the same HIPAA requirements to safeguard PHI.




Business UX


BPM on Cloud

Process Analytics




BPM can stream process events to elasticsearch to enable self service reporting using Kibana• BPM was enhanced to make event streaming via DEF faster• DEF Connector for converting and streaming BPM events • Kibana configuration documentation• Sample code of Kibana based BPM Operational Dashboards

IBM BPM Analytics

BPM DynamicEventFramework

TECHNOLOGY PREVIEW CF 2017.09 (8.6)


IBM BPM Analytics Architecture

Raw Event Types

Combined Types

Activity Event

Process Event

ActivitySummary

Process Summary

Business Data Transform

Process Engine

JMS

Business Events

Dynamic EventFramework

Def Event (xml)

Connector MDB

ES Event (JSON)

Event Emitter - Receives tracking events from DEF and transforms to JSON

KibanaDashboards

EventSummaryAgent.tar -monitors the new events added in the configured elasticsearch index and generates summary events.

Process Server

CF 2017.09 (8.6)


IBM BPM Analytics Process Designer Considerations

Do not need to enable monitor or update tracking definitions

Recommended to turn off PDWSee: https://developer.ibm.com/answers/questions/167196/disabling-tracking-data-generation-for-a-process-s.html

Must track process variables to build custom KPI

CF 2017.09 (8.6)


Kibana Dashboards in BPM Process Portal CF 2017.09 (8.6)






Install BPM Analytics Technology Preview

• Install BPM 8.6• Download add-ons from: https://github.com/ibmbpm/bpm_analytics

• Contents:• EventSummaryAgent.tar

• Monitors the new events added in the configured Elasticsearch index and then generate summary events

• BPMDashboardKibana.zip• Contains five Kibana dashboards

• IBM Business Process Manager Analytics.pdf• Install instructions

CF 2017.09 (8.6)




Business UX


BPM on Cloud

Process Analytics




ROBOTIC PROCESS AUTOMATION (RPA)enables companies to easily automate mundane, repetitive tasks in

order to free up employees to perform higher value work

RPA ‘bots’ replicate the actions of humans interacting with application user interfaces

• No changes to existing interfaces• Reduces swivel chair integration• Efficiently execute high volume work

HOW RPA WORKS:


Key benefits of Robotic Process Automation

Accelerate time to value

Create, test and deliver new

automations in days or weeks

Reduce human error

Eliminate copy/paste mistakes introduced

by swivel chair integration

Increase throughput

Fulfill automated tasks in seconds or minutes, round the

clock

Decrease development costs

Develop automations quickly with simple

record/playback functions


• Front-end automation• Multi-system integration• Democratize automation• Structured data• Enterprise scale

• Process and bot task orchestration

• Human Task support for Exception processing

IBM Robotic Process Automation – What is in the box?

Automation Anywhere Enterprise

IBM Business Process Management Express

Use RPA to automate routine repetitive tasks

Use BPM to handle RPA exception processes or RPA Bot orchestration


What Capabilities are in IBM RPA with Automation Anywhere?

Bot Creators Bot RunnersControl Room

Process Developer Process Center Process Server

Asset RepositoryAuthoring Environment Runtime Environment

Automation Anywhere Enterprise

IBM Business Process

Management Express

58


• Bot Repository• Bot Scheduler• Version Control• User Management• Role-Based Access• Audit Trail

RPA provides tools to create, manage & run bots

Create Manage Run

Bot Creators Control Room Bot Runners

Web apps

Desktop apps

Record Playback


Recorders and Task EditorCreate Runnable Bot Scripts

Bot authoring options• Smart Recorder - It captures objects from various applications that

use different technologies such as html, .Net, WPF, Java, Flex and Silverlight. These are saved as a set of Object Cloning commands. Can locate moved controls.

• Screen (Standard) Recorder - Use it to record tasks that need to be run on the same machine in which it is recorded. It records mouse clicks and keyboard operations.

• Web Recorder - It understands all web controls. Hence applicable when recording web-only tasks. Can locate moved controls. If the properties of the web controls change, the task can be updated.

• Task Editor - Use it to create tasks manually. You can assign relevant actions to the task using the commands provided in the editor. Use it to edit recordings


How Smart Recorder records Web actions?

• Two things are recorded and replayed when Bot script is executed

• Web element identification information to locate the UI element

• The action that was performed (i.e. ‘Set Text’)


Task Editor

Local Variables

HelpDebugger

Screen Capture View

Command Palette

Example of a control Structure

Runtime delay

Desktop application command

Error Handlers


MetaBots

• Examples • Start a Process Instance MetaBot

• Input: user credentials, process input parameters and process template name

• Claim a Task from BPM Process Portal• Input: task name

• Capture critical information form sales orders (pdf) and transfer them to SAP • Input: folder name that contains with sales order files

is a building block that encapsulates tasks • Have input and output parameters• Enable reuse • Can be injected in Tasks• Changes in Control Center instance of a MetaBot

propagate to all Bots that include it • Authored in MetaBot Designer


Robot starts a process

Robot becomes smarter

Four IBM DPA and RPA Integration Patterns

Robot completes a task

Process starts a robot

TASKPROCESS

PROCESSDECISION WATSON


Key IBM BPM and RPA Usage Scenarios

• Robot does work instead of a person

• Robot enables integration with systems that do not have an API

• Robot acts as an aid to human work


Example – Legacy Core Banking ApplicationRobot does work instead of a person and provides an API to a system that doesn't have one

§A swivel-chair task automation - no programming in BPM!

§The legacy code banking application does not have API. – RPA is the only choice for automation!

Coach provides instructions to knowledge worker how to create account using a legacy desktop-based core banking application




Example – Legacy Core Banking Application

zzzz…Robot wakes up

Robot goes back to sleep when all tasks are completed

Robot claims and completes tasks

Robot does work instead of a person and provides an API to a system that doesn't have one



Robot does what the human is instructed to do…• Faster• Without errors• Without supervision




Business UX


BPM on Cloud

Process Analytics




BPM 8.6 support Java 8 ONLY• BPM uses the same Java runtime as the underlying WAS

• WAS provides two flavors of Java 8• Embedded (bundled), which is mutually exclusive with Java 6; Install

and migration will use embedded java 8.• Extension package that can be added to any existing WAS 8.5.5.9+

installation. BPM must use the Java 8 extension package for BPM 8.5.x to BPM 8.6 upgrade scenarios

• BPM Runtime restricts to use java 8.

• Eclipse PD V8.5.7. CF201709 continues to use a Java 7 runtime and is deprecated.

• IID 201709 iFix JR58314 switches to use Java7 runtime, and also support Java 8 based server.

71

CF 2017.09 (8.6)


72

BPM 8.6 PerformanceBPMruntime:• BPM8.6isfasterthan8.5.x,basedonBPD,Ad-hoc/CaseandBPELbenchmarks.

WebProcessDesigner:• SignificantCoachviewmodelingimprovementsforIEandFirefox.• Fasterinbothinsingleuserandmulti-userscenarios.Itshowsupgoodresponse

timesmeasuredwith100concurrentusers.• Goodresponseinslownetworks.(*latency100ms,bandwith 750kb/s)

ProcessPortal:• Significantimprovementsforscenariospreloadedwithsavedsearches.• ImprovementsforMicrosoftEdge.

ProcessAnalytics/BusinessEvents:• SendingbusinesseventsforoperationalintelligencehaslowimpactonBPM

servers(~10%)• EvenlowerwithMessagingEnginedatabaseinaseparatefastI/Osubsystem

CF 2017.09 (8.6)


73

BPM 8.6 Performance Dashboard§ Central dashboard to provide information on BPM Database health with regard to BPM performance

§ Overview of number of BPM artifacts in the system, e.g.§ Process Instances, grouped by state § Tasks, grouped by state§ Users § Groups by group type, top 10 largest groups§ Named/unnamed Process Application and Toolkit snapshots§ Orphaned Toolkit snapshots§ Environment variables, Exposed process variables, durable messages, ...

§Information/Warning on housekeeping activities for each BPM artifact, e.g.§ Process Instance / Task creation history charts to correlate past situations of performance degradation§ Automatic generation of WSAdmin commands to delete snapshots

CF 2017.09 (8.6)


Performance DashboardCF 2017.09 (8.6)


75

Performance Dashboard CF 2017.09 (8.6)


IBM Business Process Manager - Summary

• Rich business UI with Salient Process SPARK UI toolkit available via reseller

• Enhanced coach UI framework and tooling leveraging SPARK technology

• Leverage the API economy via REST integration with Open API and API Connect

• Product Insights on Bluemix

• New Express edition, hybrid entitlement, HIPPA support, and configuration options

• Enhanced self-service capabilities

• Web-based Process Designer now provides complete end-to-end authoring of process apps

• High-volume business events via enhanced Dynamic Event Framework to enable integration with 3rd party big data and analytics

• Automate repetitive tasks with Robotic Process Automation

• Integrate legacy enterprise systems with no API


Business UX


BPM on Cloud

Process Analytics


