automating business processes with bpm
DESCRIPTION
Presented at the London 'Process Efficiency World Tour' on October 16th, this powerpoint provides an overview of Business Process Management (BPM) along with details of how customers are using BPM technology to automate their processes.TRANSCRIPT
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NEXT STOP: LONDON!#PEWT2012
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AGENDA
• A bit about BonitaSoft
• What is a process?
• How – and why – companies use Bonita Open
Solution
Demo
• How to improve a day-to-day process with Bonita
Open Solution simply and easily
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A BIT ABOUT BONITASOFT
Jeremy Lipp, Marketing Director
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#1 IN OPEN SOURCE BPM
• 1,500,000 DOWNLOADS
• 25,000 COMMUNITY MEMBERS
• 450 CUSTOMERS
• 100 EMPLOYEES
• 60 TECH & SI PARTNERS
AWARDS
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KEY MILESTONESDemocratizing BPM for more than 10 years
2001 2003
Bonita project is supported by Bull S.A.
Bonita projectis founded
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FUNDING
• 2009 | €2.5 Millions1st round: Ventech and Auriga Partners
• 2010 | €2 MillionsAdditional 1st round: Ventech and Auriga Partners
• 2011 | €8 Millions2nd round: Ventech, Auriga Partners and Serena Capital
€12.5 Millions to to fuel continued worldwide growth
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EXAMPLE USAGE SCENARIOS
HELP DESK SALES ORDER MANAGEMENT
E-GOVERNMENT
Internal ticketing / support request
applications
Automated sales order
management
E-Government apps (centralized
& clustered)
Canary Islands
Key benefits:response times
significantly reduced
Key benefits:increased processing
capacity by 30%
Key benefits:dramatically
reduced admin. costs
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400 CUSTOMERS IN 50 COUNTRIES
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“Bonita Open Solution is the only open-source product that meets Gartner's definition of a BPMS.”
Open Source BPM report, June 2011
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WHAT WE DO.
HOW WE DO IT.
• Graphical Studio
• Business & Tech collaboration
• Processes + Apps + Analytics
• Process templates
THE BENEFITS.
• Improved collaboration
• Fast IT alignment to business
• Easy to update & maintain
• Immediate ROI
Delivering Business Efficiency by turning Processes into Applications
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BONITA OPEN SOLUTION
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SOLUTION BENEFITS
Business Users (process owners)
• Build the most productive process for your department
• Quickly discover bottlenecks in your process• Process more items with the same headcount• React more quickly with real-time monitoring• Get IT deliver the system you expected
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SOLUTION BENEFITS
Technical Users
• Easily capture business requirements• Quickly deploy web based applications for the
End Users• Fast connect End Users to other systems• Monitor the performance of the application to
ensure no loss of productivity• Prove technical value through increased
department productivity
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SOLUTION BENEFITS
End-Users
• Better prioritize which task(s) need to be completed first
• More quickly complete the tasks assigned to them• Gain a better understanding of what has been
completed during the process • Collaborate with other users to more quickly
complete the process
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ARCHITECTURE
Bonita User Experience
• Manage tasks• Monitor processes
Bonita Apps Your Apps
ConnectorsBAM
BI/KPIsUser
Mgmnt.Task
Mgmnt.ProcessMgmnt.
Bonita Execution Engine
DB
LDAP
CRM
…
ERP
API (Java,EJB, Web Service)
Bonita Studio (clients)
IS
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DESIGN.
Bonita Studio
• BPMN 2.0 notation
• Customized per user profile
• Drag-n-drop application development
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CONNECT.
… to almost any Information System
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RUN.
In Bonita UserXP Inbox or as a standalone application
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COMMERCIAL OFFERINGS
Ruth Cernes – VP Sales Worldwide
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COMMERCIAL OFFERINGSWe support your projects and accelerate their success
• Professional Services- Training- Certification in development and administration- Consulting: On-Site or Remote
• Annual Subscription Pack (SP)- Gold or Platinum Technical Support - Features to facilitate collaboration, speed development, aid
testing and deployment
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CONSULTING SERVICES
• Process DesignDefinition and agreement among stakeholders
• Evaluation of ImpactOn hardware, existing software, external data, etc.
• Process OptimizationFeedback to business to adjust the process to ensure it is optimized from a technical and business prospective
• Testing Ensure business requirements match implementation
• ProductionPerformance and growth are ensured
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BONITASOFT SUBSCRIPTIONS
Team collaboration• Shared repository
• Productivity features
Business driven• Process templates
• Custom profiles
Mission-critical• Monitoring
• Error management
Subscription Packs• Commercial license
• Professional Support
• Software Upgrades
Bonita Open Solution• Open source license
• Free of charge
• Community support
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SUBSCRIPTION PACK ADDED-VALUE
Accelerate your project with productivity features: • Increase collaboration and communicate with your
stakeholders and colleagues• Advanced productivity• Business process templates ensure fast progress
Secure your project from the beginning: • Incident management• Bug fixing
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• Shared repository• Development productivity• Documentation generation• Search• Custom reports & dashboards
• LDAP synchronization• Secure graphical Web Services discovery
• Salesforce Connector• Built-in document mgmnt.• Generate PDF from data• Custom look-n-feel
• Gold professional support
• Custom profiles• Process templates:HR, Finance, Quality& IT management
• Enterprise document management (CMIS)
• SAP Connector
• Gold or platinum professional support
• Resource monitoring• Process monitoring• Error management
• Gold or platinum professional support
• Graphical modeling • User preferences• Connectors, e.g.: Email, Secure Web Services, Drools
• Form designer• BPMN 2.0• Versioning• Simulation• Multi-tenancy• Widget hints, tooltips• Online documentation• User guidance
Collaborative environments Advanced environments Mission-criticalFor first projects
BONITA OPEN SOLUTION EDITIONS Subscription Packs
Open Source Teamwork Efficiency Performance
Teamwork
+ Efficiency
+
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CUSTOMER SUPPORT LEVELS
Support levels Gold Platinum
Support Hours 9am to 5pm on business days 24/7
Number of Contacts 2 5
Support Portal Yes Yes
Phone Support No Yes
Number of Cases Unlimited Unlimited
Initial Response Time (S1) 3 business hours 2 hours
Patches Yes Yes
Online Resources Getting started guides Full access to Knowledge
Base
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TIME ZONES OF REFERENCE
From GMT+1(CET)ParisBerlin
Madrid
To GMT-8(PT)
San FranciscoLos Angeles
Vancouver
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ACCELERATE YOUR BUSINESS SOLUTIONS
Human Resources- Recruitment & Selection- On-boarding- Paid Time-Off
Corporate Finance- Procure-to-Pay
Quality Management- Process Governance
IT Management- Claims Management
More to come …
Corporate Function Process Templates
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WHAT IS A PROCESS?
Renaud Pichot, BPM Lead Consultant
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PROCESS & PROCEDURE
• Definitions:- process: a series of actions or steps taken to achieve an
end; use resources to transform inputs into outputs
- business process: a series of actions or steps taken to achieve a business result as output
- procedure : a way of carrying out a process or activity (ISO 9000)
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DEFINITION OF A PROCESS
• ISO 9000:2000- A process is a set of activities that are interrelated or that
interact with one another to transform inputs into outputs
• Definition - a process is a sequence of discrete activities- starts with by a well-defined initial state and a trigger- ends with a well-defined end state- a process model is a map of all possible paths from initial
state to end state of a processSource: BPMN Method and Style, 2nd ed., 2011
Bruce Silver
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HIGHLIGHTS OF PROCESS EVOLUTION
• 1930 ~ 1950 Just-in-time engineering- Lean manufacturing- Kanban scheduling
• 1940 ~ 1980 Total Quality Management- improvement of quality in other domains- every process has “suppliers” and “clients”, and all
clients deserve quality
• 1980 Process Re-engineering- re-design processes - use of information technology
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PROCESSES ARE EVERYWHERE… and part of life everyday
• Can you name a few?
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FOR EXAMPLE
• Marketing and sales
• Customer relations
• Human resources
• Communications
(internal and external)
• Internal policies and
procedures
• Manufacturing
• R&D
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WHY MODEL A PROCESS?
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WHY MODEL A PROCESS?
• Communicate with stakeholders
• Establish corporate governance
• Apply continuous improvement
• Use performance indicators (KPIs) and reporting
• Measure effectiveness and obtain efficiency
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COMMUNICATE WITH STAKEHOLDERS
• Provide a common language for communicating among process designers, actors, management, executives
• Use graphic representation of the process (model)
• Formalize responsibilities within the process
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CORPORATE GOVERNANCE
Improve understanding of company information
o Drive
o Manage
o Set limits
o Understand
o Evaluate
o Improve
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CONTINUOUS IMPROVEMENT
PLAN
DOACT
CHECK
(Deming PDCA Cycle)
Progress
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KEY PERFORMANCE INDICATORS AND REPORTING
• Indicators: measure progress toward a goal- evaluate performance- zero in on issues- communicate information
• Reporting: to help decision-making- Dashboards show status and results- management reports provide information
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EFFECTIVENESS AND EFFICIENCY
The process approach changes the way activities are organized in the quest for improved performance
• Effectiveness- The process actually produces the desired result
• Efficiency- The process produces results in an optimum way
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PROCESS MODELING MADE SIMPLE
BPM, BPMS, BPMN
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BPMBUSINESS PROCESS MANAGEMENT
a set of tools and methodologies
to model, automate, monitor and optimize
the processes of an organization
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BPM
• BPM : Business Process Management
• BPMS : BPM Solution (or Software)- a set of software tools to implement Business
Process Management in an organization
• BPMN : Business Process Model and Notation- a standardized graphical notation for modeling
business processes
BPMBUSINESS PROCESS MANAGEMENT
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BUSINESS PROCESS MODEL AND NOTATION (BPMN)
• A standardized graphical notation for modeling business processes
• BPMN 2.0 standard released in Jan 2011- by the Object Management Group- standard graphical elements- standard semantics- standard execution
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BPMN CORE ELEMENTS
Source: Object Management Group www.bpmn.org
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EVENTS IN BPMN2
• Green: starts a process with an action (event)
• Red: ends a process with an action
• Blue: an intermediate event that can “throw” or “catch” an action
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ACTIVITIES IN BPMN2
• Human taskneeds user interaction
• Service taskruns without user interaction (automated)
• Call activitycalls a sub-process
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GATEWAYS
• AND gatewayparallel
• OR gatewayexclusive
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EXAMPLE
EVENTS
POOLS AND LANES
FLOW
ACTIVITIES
GATEWAY
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IDENTIFY ACTIVITIES IN A PROCESS
• Organize activities by organizational function
• An activity has an input, an action, and an output
• Name an activity with an action
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THE “HAPPY PATH”
• Describe the simplest, most basic path- the behavior expected when everything goes well- the process produces the desired result in the simplest
way
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ALTERNATE PATHS
• Identify alternate paths- What happens if a step isn’t validated?- What happens if action isn’t taken within its time
limit?- and so on…
• Apply business rules
• Manage technical risks
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ALTERNATE PATHS
APPLY BUSINESS RULES TO DECISION
MANAGE TECHNICAL RISK
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CONTINUOUS IMPROVEMENT
DESIGN
MODEL
EXECUTEMONITOR
OPTIMIZE
• process actors• end users
• IT• managers• analysts
• analysts• managers• other stakeholders
• analysts• managers• other
stakeholders• IT
• Process administrator(s)
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CASE STUDIES
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WHAT CAN BONITA OPEN SOLUTION DO?
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BPM FOR INSURANCE
• Company- a single point of contact for all types of insurance: life insurance,
pension funds, health insurance, etc.
• Project objectives- allow detailed monitoring of customer requests treatment
• Processes upgraded- customer relationship management and the allocation of cases to
different services
• Results- 30% fewer documents- time savings equivalent to 3 full-time employees- administrative efficiency
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BPM FOR PAPERWORK REDUCTION
• Company- European leader in electronic billing, electronic invoicing and cash
flow management
• Project objectives- automate the entire billing process by integrating Bonita Open
Solution into their SaaS solution
• Processes upgraded- electronic invoice validation – fewer forms
• Results- extremely fast integration, saving time to go-to-market
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BPM FOR CONTRACT MANAGEMENT
• Company- a leading global manufacturer of printing equipment, optics, medical
imaging and industrial measurement
• Project objectives- optimize the management of business proposals
• Processes upgraded- from data entry to invoicing, sales simulations and analysis of
configuration scenarios specific products and architectures
• Results- 30% increase in proposal processing capability
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BREAK
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DEMOPurchase Order validation
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BUSINESS PART
Initiator John
< 5000 €
Jack
> 5000 €
APPLICANT VALIDATION LEVEL 1 VALIDATION LEVEL 2
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TECHNICAL PART
Initiator
APPLICANT
Online form
Notification
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DATA NEEDED
• First name (text)
• Last name (text)
• Service (list)
• Email (text)
• Amount (float)
• Invoice attached
(attachment)
• Validation (boolean)
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LET’S DO IT!
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QUESTIONS
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THANK YOU, AND…Stay connected with us!
CORPORATE WEBSITE
• Product & Services descriptions
• References & Use Cases
• Webinars & White papers
twitter.com/bonitasoft
facebook.com/bonitasoftbpm
linkedin.com/groups?gid=3182097
youtube.com/bonitasoft
OPEN SOURCE COMMUNITY
• Forums
• Contributions
• Source Code