Business Process ManagementBusiness Process Management Way Beyond Workflow Way Beyond Workflow

Roy Massie Roy Massie

DirectorDirector

Enterprise Product Management Enterprise Product Management

SunGard EXPSunGard EXP

BPM - Way Beyond WorkflowBPM - Way Beyond WorkflowAgendaAgenda

What does BPM look like?What does BPM look like? A Brief History of Business Process A Brief History of Business Process

ManagementManagement BPM from an ECM PerspectiveBPM from an ECM Perspective BPM Benefits, Challenges and BPM Benefits, Challenges and

ComponentsComponents Applications that are Enhanced by BPMApplications that are Enhanced by BPM

Ex: Settling Overpayment DisputesEx: Settling Overpayment Disputes

A Very Brief History of A Very Brief History of Process ManagementProcess Management

Wave 1: Industrial Revolution: Functional silosWave 1: Industrial Revolution: Functional silos

Wave 2: 1980’s and 90’s BPR: Shake and bakeWave 2: 1980’s and 90’s BPR: Shake and bake

Wave 2.5: Workflow: Less code dependenceWave 2.5: Workflow: Less code dependence

Wave 3: BPM: Big winners adapt processesWave 3: BPM: Big winners adapt processes

What is BPM?What is BPM?

Safe answer: Business Process ManagementSafe answer: Business Process Management Other names: Orchestration, POA…Other names: Orchestration, POA… Entire organization is goal – some there nowEntire organization is goal – some there now Serve the customer…Six Sigma, Kaizen, et al. Serve the customer…Six Sigma, Kaizen, et al. Where are those V*#!o diagrams anyway?Where are those V*#!o diagrams anyway? Tools for continuous improvement of processTools for continuous improvement of process Monitor & maintain processes…consistentlyMonitor & maintain processes…consistently Mixing people and machines…more easilyMixing people and machines…more easily

Isn’t BPM Just Workflow?Isn’t BPM Just Workflow? Could’ve, would’ve, should’ve…but didn’tCould’ve, would’ve, should’ve…but didn’t BPM –> M is for managementBPM –> M is for management Machines are people tooMachines are people too

– Strong EAI component influences BPMStrong EAI component influences BPM Modeling, simulationModeling, simulation Performance Dashboards are a natural fitPerformance Dashboards are a natural fit Empower BAs, reduce “baked-in” IT Empower BAs, reduce “baked-in” IT

processesprocesses BPM incorporates both workflow and EAIBPM incorporates both workflow and EAI

Old Corporate Priority = Old Corporate Priority = EfficiencyEfficiency

Goal is to Achieve Efficiency by Documenting, Standardizing and Optimizing Business Processes

New Corporate Priority = New Corporate Priority = Efficiency Efficiency andand Compliance Compliance

Must be able to identify any document or data – from anywhere in the workflow process – and

automatically retain or destroy based on corporate guidelines

Some Flavors of Workflow in BPMSome Flavors of Workflow in BPM Predictable: BA designs the flowPredictable: BA designs the flow

– Rules engine/designerRules engine/designerAnswer yes or no…Answer yes or no…Statements and/or gridsStatements and/or grids

– Graphical Process DesignerGraphical Process DesignerFlow cuts across/through organizational landscapeFlow cuts across/through organizational landscapeRules usually play a supporting roleRules usually play a supporting role

Unpredictable: Circumstance dictates the flowUnpredictable: Circumstance dictates the flow– Ad-hoc workflowAd-hoc workflow

Preserve accountability at every stagePreserve accountability at every stageEnd customer can be told status no matter how End customer can be told status no matter how

messymessy

Example of a rule…a good thingExample of a rule…a good thing

Brief DemoBrief DemoExample of a BPM engine…Example of a BPM engine…

SunGard EXP Process DirectorSunGard EXP Process Director

Proforma SimulationProforma Simulation

ProVision Integration – Staffing the “What If” Process Proforma Staff “What-if” summaryProforma Staff “What-if” summary

Proforma Cost “What-if” summaryProforma Cost “What-if” summary

ProVision and BPM Engine ProVision and BPM Engine are mutually independent, are mutually independent, but can interop but can interop

Analysts can create, Analysts can create, simulate in lab-environsimulate in lab-environ

Export utility Export utility sketches/updates PD map sketches/updates PD map for youfor you

Sketch precisely matches Sketch precisely matches the process proven in the process proven in “What-if” simulator“What-if” simulator

Connect map to work Connect map to work queues insuring queues insuring deployment of the deployment of the analyzed processanalyzed process

ProVision Integration – Export process to Process Director

Barriers and Remedies for Barriers and Remedies for Workflow/BPM AdoptionWorkflow/BPM Adoption

Cultural changes in the organizationCultural changes in the organization Analysts, analysts….analystsAnalysts, analysts….analysts Integration is implied, but still not trivialIntegration is implied, but still not trivial Short term pressure vs. invest in long termShort term pressure vs. invest in long term

Start with a pilot, spread benefits organicallyLocate a process, not just a department

Find all the process-thinkers you already haveWho has successfully worked in multiple areas?Good mid-managers often think this way

Stay close to standards, use your vendors If necessary, show a “near-death” experience

BPM Engine Technology OptionsBPM Engine Technology Options

Partner/BuyPartner/Buy– Experienced vendorExperienced vendor– Most are skilled in specific industries/processes, not allMost are skilled in specific industries/processes, not all– Most allow customizationMost allow customization

Be aware and beware of BPM standardsBe aware and beware of BPM standards– Several layers and competing standardsSeveral layers and competing standards– BPMN (notation) has traction, a bit technical. Likely winner BPMN (notation) has traction, a bit technical. Likely winner

of its nicheof its niche– BPEL (execution) popular but incomplete, good alternatives BPEL (execution) popular but incomplete, good alternatives

existexist

Build solution on your ownBuild solution on your own– Not from scratch !Not from scratch !– On top of jBPM, MS WWF, etc.On top of jBPM, MS WWF, etc.

Recommended Reading for BPMRecommended Reading for BPM Business Process Management: The Third Business Process Management: The Third

Wave, Smith & FingarWave, Smith & Fingar Workflow Modeling Tools for Process Workflow Modeling Tools for Process

Improvement and Application Improvement and Application Development, Sharp & McDermottDevelopment, Sharp & McDermott

Workflow Handbook (2001-2005), WfMCWorkflow Handbook (2001-2005), WfMC www.BPTrends.comwww.BPTrends.com (2005 BPM Suites (2005 BPM Suites

Rpt)Rpt) www.brsilver.comwww.brsilver.com