prosero effective business process outsourcing innovation day 2007 – october 29, 2007, berlin

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Prosero Effective business process outsourcing Innovation Day 2007 – October 29, 2007, Berlin

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ProseroEffective business process outsourcingInnovation Day 2007 – October 29, 2007, Berlin

229.10.2007Prosero Presentation

SOA and business process management

SOA is the key emerging architecture for enterprise software infrastructure

Software as a service revolution Reusable software components

accessible through the net Uniform technical standards ensure

inter-operability Composite applications are easily

deployed (BPEL)© Vitria

329.10.2007Prosero Presentation

Why SOA?

Key benefits of SOA Access applications across the

net Less dependency on a single

software provider Mix and match best-of-breed

components Bill per usage Applications are easily aligned

with best-practice business process models

SAPMicrosoft

Oracle

OrderDiscover Fulfil Invoice

SAP

429.10.2007Prosero Presentation

Leverage IT expertise expertise in vertical industry

process maps (supply chain, eTom, OAGIS)

available IT, networking, hardware and virtualized server platforms

expertise in off-the-shelf software solutions (SAP, Oracle, ERP, CRM)

Deploy customer business process

on high added-value infrastructure

SOA and business process outsourcing

GUI Composite Application

SAPMicrosoft

Oracle

OrderDiscover Fulfil Invoice

SAP

IT In

frastru

cture

Software

expertise

Networking and

provisioning

expertise

Business

modeling

expertise

Custo

mer

529.10.2007Prosero Presentation

Business process outsourcing for SMEs

Small and medium enterprises Do not have the infrastructure required to deploy complex CRM and ERP

solutions Do not have the expertise required to design industry standard business

process applications Lose the benefits of the SOA/BPM agility/business fit

SMEs need BPO – BUT…

Modeling customized business processes for a customer is expensive Deploying and provisioning processes according to the customer SLO is risky Configuring SAP, Microsoft or Oracle packages is complex

629.10.2007Prosero Presentation

High cost of BP customization

High cost of business expertise

Non-functional properties complexity

Semantic mismatch

Challenges to enable effective business process outsourcing

3

4

2

1

Given a source best-practice BP model, any customization requires business AND technical expertise

Mapping specific customer requirements to BP modifications is difficult

Software as a service is billed according to usage SLO and SLA must be un-ambiguous and easy to monitor Tradeoffs among SLOs is difficult to express and translate into runtime and

deployment decisions

Best-practice industry Solutions are expressed in abstract terms SOA components rely on concrete data types and operations Mapping best-practice solutions to heterogeneous SOA components fails due

to terminological differences

Capturing best-practice industry solutions is complex Industry standards (e.g., eTOM, OAGIS) are broad, deep and evolve fast Need tools and methodology to make such expertise reusable

729.10.2007Prosero Presentation

The Prosero mission

Make it possible to Model Customize Deploy Monitor Maintain

hundreds of high-quality business processes* for hundreds of SME customers with less resources

Analyst time Developer time Administrator time

* Catch: these processes are very similar to each other

829.10.2007Prosero Presentation

Overview

SOA and Business Process Management Enterprise applications and Service Oriented Architecture Business process customization Challenges

The Prosero methodology Prosero features

Repository-based modeling Matching and BPEL generation Non-functional properties and intelligent preference management Business process verification Exception management

Key innovation

929.10.2007Prosero Presentation

More processes in less time… what’s the catch?

High similarity Many very similar processes for many

customers Each process has small delta from the

other Most of the steps remain are mapped to

existing well understood off-the-shelf services

Focus on customizationStart from few well understood

reference modelsMaintain repository of reusable patterns

xxx xxx

xxx xxx

xxx xxx

xxx xxx

xxx xxx

xxx xxx

xxx xxx

xxx xxx

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Step 2

Step 1

Step 3

Step 4

Step 1.1 SAP

Step 2.1 SAP

Step 1.2 SAP

Step 1.3 SAP

Step 3.3 Oracle

Step 2.3 Oracle

Step 2.2 SAP

Step 2.3 Microsoft

Step 4.1 SAP

Step 3.1 Oracle

Step 4.3 SAP

Step 2.4 SAP

Customer 1 Customer 2 Customer 3

1029.10.2007Prosero Presentation

The Prosero landscapeRoles and activities

ProseroSemantic Repository

PortalModelingRuntime

Runtime analysis of process execution Verification of SLOs

Matches the customized BPMN model into an executable BPEL orchestration.

Finalizes mediators and GUI forms for human activities.

Customer Business Process Analyst

Enterprise Monitoring Developer

Defines the requirements for a customized business process

Capture customer-specific terminology Defines key service level objectives

(SLO)

Captures the specific context of the customer

Creates a customized version of a customer repository: enterprise data model, activities

Models a custom BP model for the customer in BPMN and Core Components

1129.10.2007Prosero Presentation

Prosero Tools Support

The Prosero methodologyKey activities and tools

Customer &Analyst

Define the scope of the process Find closest existing reference model

from the Prosero repository Specialize the reference model to the

customer context

Analyst

Customize the reference model Define a specialized data model Define a specialized BPMN model Capture SLO and preferences

Developer

Match the BPMN model to a BPEL orchestration / SOA services

Fine-tune data mediators Deploy BPEL

Administrator Monitor BP runtime execution Enforce SLA

Prosero Portal

Prosero Modeler

Prosero Repository

1229.10.2007Prosero Presentation

The Prosero methodology Repository-based end to end process support

SAP1Microso

ft

Oracle

OrderDiscover Fulfil Invoice

SAP2Web service reposito

ry

Reference

model reposito

ry

OrderDiscover Fulfil3 Invoice

Customer model repository

SAP n

Customize

DataMediator

Analyst & Customer

Customized business process (BPMN)Reference business process (BPMN)

Automatically generatedXSL data mediator

Match

OrderSAP1

DiscoverHuman Task

FulfilOracle

InvoiceSAP2

Executable business process (BPEL)

Developer

Administrator

GUI Form

Automatically generatedGUI form

1329.10.2007Prosero Presentation

Overview

SOA and Business Process Management Enterprise applications and Service Oriented Architecture Business process customization Challenges

The Prosero methodology Prosero features

Repository-based modeling Matching and BPEL generation Non-functional properties and intelligent preference management Business process verification Exception management

Key innovation

1429.10.2007Prosero Presentation

The Prosero solution

EclipseModeling

Tools

RuntimeMonitoring

Web Portal

ProseroSemantic

Repository

1529.10.2007Prosero Presentation

The Prosero solutionSemantic repository

Reference Model Repository

Customer Model

Repository

Web Service

Repository

EclipseModeling

Tools

RuntimeMonitoring

Web Portal

ProseroSemantic

Repository

1629.10.2007Prosero Presentation

The Prosero repository

3 levels of models Reference Models: Industry-standard best-practice models Customer Models: Customized models for specific customers – derived from reference

models Web Service Models: Metadata description of actual operations and data types from SOA

components (SAP, Oracle)

3 types of models Organizational Structure: Business units, roles, chart

Data Objects: Enterprise-wide data objects according to the UMM Core Components methodology

Process Models: Activities, data and control flowOrderDiscover Fulfil Invoice

S S-NW P1 P Q A F A

Sales Prod FinancesQA

Enterprise

1729.10.2007Prosero Presentation

The Prosero repository: a business process ontology

Terminology and relations The Prosero Repository is a rich Web of Knowledge:

All levels of the Prosero Repository are tagged by uniform terminology Reference Models are tagged by customer context relevance Models in the customer repository are linked to the reference models from

which they are derived Concrete service descriptions and data-types from the Web Service repository

are tagged by terminology and linked to reference models

Key repository maintenance activities: Terminology extraction and alignment Context specialization Model matching Service lifting

1829.10.2007Prosero Presentation

The Prosero portal

The Prosero Web portal gives access to the Prosero repository and articulates the workflow of the stakeholders

Customers, analysts, developers and administrators can: Search the repository Browse models Trigger key workflow operations

(create customer, create process, specialize context, refine models, match models)

Activate modeling and development tools in context

ProseroRepository

Prosero Web ServiceGateway Prosero Modeler

1929.10.2007Prosero Presentation

Repository-based modeling tools

The Prosero modeling tools provide: BPMN modeling of process models Data modeling according to the UMM Core

Components methodology (UML Profile) Organizational structure modeling Preference modeling for SLO specification

All tools are directly linked: To the Repository with full metadata depth Inter-linked Developed on the popular Eclipse

GMF Framework ProseroRepository

Prosero Web ServiceGateway

2029.10.2007Prosero Presentation

Context specializationRegister a new customer into Prosero1. A new customer repository is created2. The customer repository includes:

Organizational structure Data model Activities and key processes

3. The customer repository is derived from the reference repository through the operation of context specialization

Context specialization Select the most relevant data objects and activities from the reference model Filter inside the objects the elements and fields that are not relevant to the customer

context Algorithm relies on terminology and context tagging – uses tree alignment technology

Example: The UMM-CCTS Order data object contains about 8,000 distinct elements When filtered by context specialization – we can trim it to between 500 and 1,000

distinct elements

2129.10.2007Prosero Presentation

Matching and BPEL generation

The analyst customizes a BPMN process model that refers to: Reference activities Reference data-objects

Prosero translates the BPMN process into an executable BPEL process:

For each reference activity, a concrete Web Service is selected Input and output data objects are mapped to concrete data

types XSL data mediators are generated to adapt data objects as

needed Human Tasks (according to BPEL4People WS-HumanTask

spec) are generated

GUI forms for the input of the Human Tasks are generated

OrderDiscover Fulfil Invoice

BPMN to BPELMatcher

2229.10.2007Prosero Presentation

Non functional properties and intelligent preference management

Prosero defines an ontology to capture:

Service level objectives for activities in BP models

Non functional properties for services

Prosero preference models capture: Tradeoffs between SLOs An efficient decision algorithm to

select the most appropriate service for a target SLA

2329.10.2007Prosero Presentation

Business process verification and exception management

Customer BP models are derived from well-defined reference modelsReference models are enriched BPMNs that specify: Mandatory activities Cardinality constraints on activities and data objects Pre and post conditions for key activities

Innovative algorithms exploit this knowledge: To verify that a customized BP remains compliant with its origin

reference model To detect missing error handling in the process model

2429.10.2007Prosero Presentation

Overview

SOA and Business Process Management Enterprise applications and Service Oriented Architecture Business process customization Challenges

The Prosero methodology Prosero features

Repository-based modeling Matching and BPEL generation Non-functional properties and intelligent preference management Business process verification Exception management

Key innovation

2529.10.2007Prosero Presentation

Key Prosero innovation

Define the business process outsourcing task as a semantic web service applicationProsero semantic repository architecture: Terminology management based on computational linguistic technology Context specialization (filter and trim reference models according to customer

context) Service lifting (Match WSDL metadata with repository knowledge and tag service

accordingly)

Process matching Tree alignment technology applicable on large-scale XSD documents (10s of

thousands of elements)

Non-functional properties preference models Select the most appropriate services based on complex combination of SLOs

BPM validation Check compliance of customized BPM wrt to reference model Identify missing error handling

2629.10.2007Prosero Presentation

The Prosero team

At Ben Gurion University T-Laboratories Dr Michael Elhadad (Project Manager) Prof Mira Balaban Prof Ronen Brafman Prof Mike Codish Prof Eyal Shimony Dr Arnon Sturm Dr Yael Netzer Dr Meni Adler Aviram Dayan (Team Leader) Pavel Ackerman Ziv Ben-Eliahu

At T-Labs Berlin Maximilian Ahrens (Project

Manager)

At TUB Berlin Dr Marten Schoenherr Oliver Holschke Christian Schroepfer Philipp Offermann

Nassim Biadsy

Nadav Hoze Roy Kass Dvir Ofek Yonatan

Schichel Shay Zakov Moshe

Zazon