John Emmerik

Anne Forster

Looking for world class process efficiency?

3

Key Business Requirements/ChallengesKey Business Requirements/Challenges

Slow economy forcing companies to do more with less and increasevalue

Manual and redundant business processes limit productivity, increase costs and increase cycle-time

React quickly to changing market conditions for competitive advantageAbility to modify and quickly deploy complex processes is a business critical requirement

Compliance with regulatory mandates Account for how decisions are made

Improve and enhance the level of business performance

Optimize performance on a continuous basis

Improve customer satisfactionCreate customer loyalty

4

Information is valuable ………Information is valuable ………

Only if accessible……..

5

What Would Be the Impact on Your Business If…

What Would Be the Impact on Your Business If…

The best, most accurate content was readily available? All process steps were completed and the right people have been involved at the right time? The right systems are connected and are being updated?

1. You can make Better Decisions Faster

2. Right at the moment it matters the most

6

It’s NOT just about the ProcessIt’s NOT just about the Process

ECM = Content, Process and Connectivity

7

Enterprise Content ManagementEnterprise Content Management

Images

Web Content

Rich Media

Direct beschikbaarMS Office Docs Archief

EMAIL

•• ProcesProces ManagementManagement

•• CollaboratieCollaboratie

•• Records ManagementRecords Management

•• eFormseForms

•• Business RulesBusiness Rules

•• ……….……….

XML Docs

Audio

8

FileNet BPM Designer, Simulator, Analyser and Process Engine‘..tools to analyse and model processes…” Gartner

FileNet BPM Designer, Simulator, Analyser and Process Engine‘..tools to analyse and model processes…” Gartner

Process DiscoveryProcess Discovery

The indexer adds the standard indexing information (policy number, scheme number etc.) and also identifies work area, work type and sub-category.

May also need to identify document type (e.g. application from, correspondence, direct debit etc.)

The image is committed to the image repository and an entry will be created in the distribution queue.

Distribution pulls entries from the distribution queue and identifies the relevant workflow type based in work area, work type and sub-category.

Distribution searches for in-flight work items of this workflow type with matching index information. If a match is found, the image is attached to the in-flight work item. Otherwise a new workflow is launched.

At regular intervals, all unallocated work items are assigned to team ‘allocated pools’ based on work area, work type and sub-category.

Unallocated work items may be new workflows created by distribution, existing workflows where the user requirements (e.g. work area, work type, sub-category ir skill level) have changed, or work items which were previously pended or diarised.

Allocation of work items to individuals may be done manually by the team manager or delegate, or automatically where they request another work item but none have been assigned to them by their manager/delegate.

Individuals can only be allocated work items form their own team’s ‘allocation pool’, and where they have the required skill level in the relevant work area, work type and sub-category.

Work items will be processed by a combination of human interaction and/or automated system processing.

The work area, work type, sub-category and/or skill level may be changed between steps in the process map, at this point if the current user no longer meets the user requirements the work item will become unallocated.

If the user chooses to pend or diarise a task it will ‘sleep’ for the specified period, then will become eligible for allocation again (the user may mark the item to be returned to them only).

If a work item is sent for authorisation, the skill level will be changed and it will be returned for allocation.

INDEXINGALLOCATION TO

TEAMSDISTRIBUTIONALLOCATION TO

INDIVIDUALS

WORK ITEM

PROCESSING

PEND, DIARISE

OR SEND FOR

AUTHORISE

Any work item which becomes ‘unallocated’, i.e. the current user has processed the work as far as the user requirements allow, will become eligible to be re-allocated to the appropriate team allocation pool.

Process DiscoveryProcess Discovery

The indexer adds the standard indexing information (policy number, scheme number etc.) and also identifies work area, work type and sub-category.

May also need to identify document type (e.g. application from, correspondence, direct debit etc.)

The image is committed to the image repository and an entry will be created in the distribution queue.

Distribution pulls entries from the distribution queue and identifies the relevant workflow type based in work area, work type and sub-category.

Distribution searches for in-flight work items of this workflow type with matching index information. If a match is found, the image is attached to the in-flight work item. Otherwise a new workflow is launched.

At regular intervals, all unallocated work items are assigned to team ‘allocated pools’ based on work area, work type and sub-category.

Unallocated work items may be new workflows created by distribution, existing workflows where the user requirements (e.g. work area, work type, sub-category ir skill level) have changed, or work items which were previously pended or diarised.

Allocation of work items to individuals may be done manually by the team manager or delegate, or automatically where they request another work item but none have been assigned to them by their manager/delegate.

Individuals can only be allocated work items form their own team’s ‘allocation pool’, and where they have the required skill level in the relevant work area, work type and sub-category.

Work items will be processed by a combination of human interaction and/or automated system processing.

The work area, work type, sub-category and/or skill level may be changed between steps in the process map, at this point if the current user no longer meets the user requirements the work item will become unallocated.

If the user chooses to pend or diarise a task it will ‘sleep’ for the specified period, then will become eligible for allocation again (the user may mark the item to be returned to them only).

If a work item is sent for authorisation, the skill level will be changed and it will be returned for allocation.

INDEXINGALLOCATION TO

TEAMSDISTRIBUTIONALLOCATION TO

INDIVIDUALS

WORK ITEM

PROCESSING

PEND, DIARISE

OR SEND FOR

AUTHORISE

Any work item which becomes ‘unallocated’, i.e. the current user has processed the work as far as the user requirements allow, will become eligible to be re-allocated to the appropriate team allocation pool.

Build scenario

Run simulation

Analyse results

Design

Implement

Process Optimisation

9

FileNet ECM AdvantageFileNet ECM Advantage

A single integrated product familyA flexible, scalable and highly customizable framework

Manages all forms of contentAutomates, streamlines, and analyzes any processSupports connectivitybetween disparate business systems and applications

10

Gartner on BPMGartner on BPM

11

BackgroundBackground

Finance Sector CustomerSell range of Investment Products

eg: Shares, Equities, ISA, Pensions …Highly regulated, very time dependent

New Business VentureCustomer:

Independent Financial AdvisorsLaunch ….. Go Live:

Company: September, 2003Initial driver: “Workflow”

Process, Connectivity and Content

12

Why FileNet P8 for BPM?Why FileNet P8 for BPM?

Straight through processing

Event Driven processing

XML Classification FrameworkContainment

ContentFoldersCaseComplex object relationships

State (lifecycle)Process Analysis and Optimisation

13

The FileNet P8 BPM SolutionThe FileNet P8 BPM Solution

BEABEA WeblogicWeblogicRep

orti

ng,

Ana

lysi

s an

d O

ptim

isat

ion

FundsEngine

“Javelin”

FinanceSystem

“CODA”

The

DirectoryValuation

Process

Engine

Content

Engine

Archive

ComponentIntegrator

e

2

3

4

4

12

57

8

6

10a

11

1314

9

10b

customercustomer customercustomer

agentagent

closeclose

Application Engine (BEA Weblogic)

1

Web ServicesWeb Services

14

Looking for world class process efficiency?

FileNet Enterprise Content Management (ECM):

everything you need to make quick, smart and cost-effective decisions, right at the moment it matters most !