1 C O N F I D E N T I A L BPM: From Modelling To Execution – Introduction to BPM Intalio Business Edition The first BPM product that can be used by any business user Karsten Königstein [[email protected]]
Jul 14, 2015
1C O N F I D E N T I A L BPM: From Modelling To Execution – Introduction to BPM
Intalio Business Edition
The first BPM product that can be used by any business user
Karsten Königstein [[email protected]]
2C O N F I D E N T I A L
BE Process curve
Σ
Transactional, high volume low volume human centric
Business Edition
3C O N F I D E N T I A L
Typical BE process characteristics
human driven / human centric
complex human interaction
spanning multiple departments
knowledge centric
human decisions required
manual interventions even when systems and applications involved
project character, recurring activities in a project
low frequency
frequent process changes
ad hoc
multiple applications/systems are used
“Excel” processes (Excel spreadsheets are sent from person to person, or
an Excel spreadsheet is tracking the progress of a process)
highly compliance relevant
BPM: From Modelling To Execution – Introduction to BPM
4C O N F I D E N T I A L
BE Process Use Cases
HR processes
Request for new Employee
Employee Onboarding
Employee Development
Employee Assessment
Employee Change
Employee Leave
BPM: From Modelling To Execution – Introduction to BPM
Financial
Closing processes (month, quarter, year)
Budget Approval
Tax revision
Risk assessment
... and more
QA
Six Sigma
CMMI
Support of methodologies
Project Support
System rollout to multiple departments
Product rollout
Marketing
Product rollout
Campaign preparation
New product design
other
Ideas management
Complaint management
General admistrativeprocesses
...
5C O N F I D E N T I A L
Example: Employee onboarding process
BPM: From Modelling To Execution – Introduction to BPM
A new employee enters the company. After HR department has checked the paperwork, theenvironment and resources that are needed to start working efficiently are prepared. Thenetwork admin configures network credentials depending on the level (manager / standard).Infrastructure like room, computer installation, phone, is prepared by different people. Theresponsible supervisor is preparing a job introduction session. First day of work comes, thenew employee gets delivered the prepared resources and is introduced into his new job.
6C O N F I D E N T I A L
Business Edition Objective
Design, implement and deploy this process
with as little effort as possible
Minimum technical integration, with the
process designed, implemented, and
deployed by business staff
Provide a tool that executes, monitors, and
controls process instances
BPM: From Modelling To Execution – Introduction to BPM
7C O N F I D E N T I A L BPM: From Modelling To Execution – Introduction to BPM
Business Edition Lifecycle
IT
Engineer
Business
User
Discover
Model
Design
Execute
Interact Monitor
Optimize
Analyse
Deploy
End
Users
Systems
8C O N F I D E N T I A L
Cost and efficiciency
Cost pressure and compliance requirements are creating the
demand for highly complex and infrequent processes to be
supported by IT.
In most cases, such a support is neither economically
reasonable nor technically feasible.
Business Edition offers the solution to design and execute
such processes
Even “non-automatable” and infrequent processes can be
designed and executed in a revision safe way.
9C O N F I D E N T I A L
Benefits
Process cycle times reduction up to
70 %
Overhead effort reduction up to 60 %
Process cost reduction up to 40%
Cost Reduction (quantitative)
Compliance enforced
Using existing templates
Minimize redundant work
Simplifying Controlling
Increase customer satisfaction
Increase Transparency
Optimization (qualitative)
10C O N F I D E N T I A L BPM: From Modelling To Execution – Introduction to BPM
Business Edition Design Concepts
11C O N F I D E N T I A L
Process „Implementation‟ Concept
Σ €
Transactional Enterprise wide
Δ
Δ
Business Edition
System Oriented Human Driven
High Volume Low Volume
Standard Change
Integration focused Project
IT Business User
Integration
12C O N F I D E N T I A L
Process Design Levels
2 hours “No integration”, design by Business User
Simple process model notation
Process instance launch from Business Edition web application
Steps and task are activated as scheduled, tasks send as email
Tasks send as email to the responsible person
Links to resources used in tasks, applications are referenced
2 days “Minimal integration”, support by Web-Designer
Process instance launch by incoming email
Electronic Forms
Tasks in Outlook/Notes
Rules for process routing
2 weeks “Complete integration”, support by IT
External process instance launch (Website/triggers from third party
systems)
Tasks are submitted to 3rd party systems and back to the process
Tasks in web portals
13C O N F I D E N T I A L
Project Management
Human Centric
Processes
• Dynamic, constantly
changing processes.
How BE version fits in the Intalio product stack
Process management comes in many varieties Most software vendors specialize in a niche market of BPM
Process Know-how
Human Centric
Processes
•Agile, Flexible Management
Process Governance
System and Human
centric processes.
• Deep process discovery and
maximum automation
capability
• Full BRE, BAM, DMS
SOA Governance
System centric
processes.
• IT Centric processing
• System integration
flexibility
• Code Management tools
Intalio|BPM Developer Edition
Intalio|BPM Enterprise Edition
Intalio|BPM Business Edition
Typical BPM system from vendor X1
Typical BPM system from Vendor X2
Project Management
Tools
SOA Tools
Workflow Systems
14C O N F I D E N T I A L BPM: From Modelling To Execution – Introduction to BPM
Demo
15C O N F I D E N T I A L
Info Organizational Structures
Org Chart
• Roles
• Persons
• Groups
Responsibilities
• Process
• Instance
• Step
• Task
Role Based
• Role
Person or Group
= Participant
Introduction to Business Edition
16C O N F I D E N T I A L
Info Global Org Structure and Process Participants
1) Create global Org Chart structures in Management Module
2) define „Process Participants‟ based on Global Org Chart structures
3) Assign process responsibilities based on process participants
Introduction to Business Edition
17C O N F I D E N T I A L BPM: From Modelling To Execution – Introduction to BPM
Info Step Characteristics
18C O N F I D E N T I A L
Info Step properties
check contract
prepare tax papers
send tax papers
5 days
HR manager
A step basically is a package of single tasks
A role is responsible for thework package
The work package has to becompleted in a certainamount of time
There are responsibilitiesfor single work items (tasks)
Basic Process Design
19C O N F I D E N T I A L BPM: From Modelling To Execution – Introduction to BPM
Info End User Interface
20C O N F I D E N T I A L
Info External User interfaces
BPM: From Modelling To Execution – Introduction to BPM
So far we completed task in the Business Edition Web Interface.
The end user, who is finally responsible for completing the task, receives it in the task management environment he is familiarwith:
- Outlook
- Lotus Notes
- as Email
- in a Web Portal
These 3rd party applications are synchronizing the taskcomplete status back to Intalio|Business Edition
21C O N F I D E N T I A L
Info End User Perspective
BPM: From Modelling To Execution – Introduction to BPM
22C O N F I D E N T I A L
Keen to see it, feel it, test it?
Just go to http://ondemand.intalio.com and register for free
BPM: From Modelling To Execution – Introduction to BPM
23C O N F I D E N T I A L BPM: From Modelling To Execution – Introduction to BPM
Q&A