what is business process management server
TRANSCRIPT
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Copyright 1995-2008 Open Text Inc. All rights reserved.
What is Business Process Management Server?
LiveLinkUp 365 Webinar
Roland Jger
Product Manager Transactional Content Processing
Open Text Corporation
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Copyright 1995-2008 Open Text Inc. All rights reserved. Slide 2
Motivations for BPM
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Copyright 1995-2008 Open Text Inc. All rights reserved. Slide 3
What is the motivation for using BPM?
Agility Compliance
Performance
Reduced cycle time
Quick wins fast RIO
Fast adoption of changed
business needs
Self-determined compliance
ISO 9000
ITIL
Mandated Compliance
SOX
HIPAA
FDA
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Copyright 1995-2008 Open Text Inc. All rights reserved. Slide 4
Two examples
Agility Compliance
Employee On-bording
Get personal equipment
Mobile Phone
Personal Computer,
Desk
Access to relevant IT
systems and
properties
Allow productivity sooner
Reduce risks
Employee Termination
Return personal equipment
Withdraw all permissions
and access rights to IT
systems and properties
Comply with regulations
Reduce risks
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Copyright 1995-2008 Open Text Inc. All rights reserved. Slide 5
Definition of terms
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Copyright 1995-2008 Open Text Inc. All rights reserved.
Definition of terms
Process Class
- An implementation of a business case e. g. claim
processing
Process Instance- An instance of a Process Class, e. g. the claim
#201552 by Samanta Jones
Process Work Item
- The work package assinged to a user
Slide 6
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Personas
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Involved personas
Business Owner: Carol
Workflow designer: Judy
IT: Michael
Operating: Maria
Management: Ken
Slide 8
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Role specifics
Business Owner
IT
Operating
Management
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Model: Graphical Process Designer
Configuration of Process
map Assigning users + roles
Configuration of businessrules
Definition escalationmanagement
Forms definition &
generation Process documentation
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Administration
Administration of the org.
structure- Organizations
- Departments
- Roles
- Manager relations
User repository integration(LDAP)
Permissions
Administration of BusinessProcesses
Versioning
In-flight changes
System maintenance
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Automate: Web User Interface
End User front end
Working via forms
Providing standard BPM
functionalities- Ad hoc
- Forms
- Audit trail
- Instructions
- Dispositions
Document Management
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Automate: End User notification
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Automate: Process Manager for MOSS 2007
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Monitor: User Client - Monitoring
Status tracking
Aggregated views- User information
- timing information
- Attributes
Overview of all processes
Permission model based
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ProcessMiner
Optional module
Extract from Process data
base to BI data base
Transform data for BI
analytics
Use BI tool of choice to
analyze the process data
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A day in Judys life
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Example - Claims Processing
Slide 18
Claims Processing Workflow
Customer
Scanning & Imaging
Claims Mangemt. System
Claim Form
AppraiserPictures
RepairShop
Receipts
BPM
Solution
PaymentAuthorization
Specialists
Approvers
Managers
ClaimsAgent
Wf-XML
Management
http://images.google.de/imgres?imgurl=http://www.sfg.uvic.ca/clearcf/howtos/macepsonscan/images/scanner-icon.jpg&imgrefurl=http://www.sfg.uvic.ca/clearcf/howtos/macepsonscan/&h=147&w=146&sz=26&tbnid=HpLGLldkjisJ:&tbnh=89&tbnw=88&start=13&prev=/images%3Fq%3DScanning%2BIcon%26hl%3Dde%26lr%3Dhttp://images.google.de/imgres?imgurl=http://www.uwgb.edu/housing/images/contract-icon.gif&imgrefurl=http://www.uwgb.edu/housing/housing/contract.htm&h=158&w=176&sz=6&tbnid=bdjjQU7SAWIJ:&tbnh=85&tbnw=95&start=4&prev=/images%3Fq%3DContract%26hl%3Dde%26lr%3D%26sa%3DNhttp://images.google.de/imgres?imgurl=http://www.uwgb.edu/housing/images/contract-icon.gif&imgrefurl=http://www.uwgb.edu/housing/housing/contract.htm&h=158&w=176&sz=6&tbnid=bdjjQU7SAWIJ:&tbnh=85&tbnw=95&start=4&prev=/images%3Fq%3DContract%26hl%3Dde%26lr%3D%26sa%3DNhttp://images.google.de/imgres?imgurl=http://www.elke-systeme.de/auftrag_faktura/bilder/lieferausdruckklein.jpg&imgrefurl=http://www.elke-systeme.de/auftrag_faktura/liefer.html&h=213&w=150&sz=5&tbnid=bm_xp58C8fcJ:&tbnh=101&tbnw=71&start=15&prev=/images%3Fq%3DLieferschein%26hl%3Dde%26lr%3Dhttp://images.google.de/imgres?imgurl=http://www.sfg.uvic.ca/clearcf/howtos/macepsonscan/images/scanner-icon.jpg&imgrefurl=http://www.sfg.uvic.ca/clearcf/howtos/macepsonscan/&h=147&w=146&sz=26&tbnid=HpLGLldkjisJ:&tbnh=89&tbnw=88&start=13&prev=/images%3Fq%3DScanning%2BIcon%26hl%3Dde%26lr%3Dhttp://images.google.de/imgres?imgurl=http://www.777life.com/photos/vehicles/JJM_CrashedCar_o.jpg&imgrefurl=http://www.777life.com/photos/vehicles/front.htm&h=1024&w=1280&sz=161&tbnid=WOKmyJJnJQ8J:&tbnh=120&tbnw=150&start=29&prev=/images%3Fq%3DCrashed%2BCar%26start%3D20%26hl%3Dde%26lr%3D%26sa%3DN -
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Organization
User
Interface
ContentProcess
Business Process
Integration
6 7 8 92 3 4 5
Business
Rules
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Copyright 1995-2008 Open Text Inc. All rights reserved. Slide 20
Process
Process routing User assignment (roles)
Escalation Management
Automated activities
(Agents) Scripting
Rules
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Copyright 1995-2008 Open Text Inc. All rights reserved. Slide 21
Content
Workflow attributes carry the
context of a businessprocess
Document attributes
workflow attributes
Content integration
Enterprise Server
PDMS
eDOCS
Enterprise Library
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Copyright 1995-2008 Open Text Inc. All rights reserved. Slide 22
User Interface
Role / step specific UI for
end users
UI can be generated by
Process Designer
Can be extended by
programming
User choices
Electronic signature
Web Reports
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Copyright 1995-2008 Open Text Inc. All rights reserved.
Model: Forms Builder
Slide 23
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Copyright 1995-2008 Open Text Inc. All rights reserved. Slide 24
Business Rules
Built-in Rules Engine
- conditions
- rule scripting
Interface to stand-alone BRE engines (likeILOG)JSR 94
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Copyright 1995-2008 Open Text Inc. All rights reserved. Slide 25
Integration
Integration into 3rdparty applications
- front end
- automated activity
Standard connectors
- SAP- Wf-XML
- Web Service (SOAP)
Custom connectors
- Java coding
- .NET coding
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Organization
Workflow routing based on organizational
structure
- Reduce manual routing of workflows
- Emphasize the added value of work Build business style org structure
- Use departments
- Use roles
- Use manager relation
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Copyright 1995-2008 Open Text Inc. All rights reserved. Slide 27
Organization
User
Interface
ContentProcess
Business Process
Integration
6 7 8 92 3 4 5
Business
Rules
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Copyright 1995-2008 Open Text Inc. All rights reserved.
End User UI
Slide 28
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Copyright 1995-2008 Open Text Inc. All rights reserved.
Document Search & Retrival
Slide 29
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Copyright 1995-2008 Open Text Inc. All rights reserved. Slide 30
Repository Integration
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Copyright 1995-2008 Open Text Inc. All rights reserved.
High Level architecture
Livelink
Enterprise Server
Transactional
Content
Processing
Production
Document
Managment
Enterprise Library
Services
eDOCS DM
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Summary
R l ifi
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Role specifics
Business Owner
IT
Operating
Management
S
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Summary
Livelink ECMBPM Server- Is a complete BPM product with a more than 10 year historyand several hundred successful customer implementations
- Focus on Transactional Content Processing
- Strengths around fast and flexible deployments
Customer References
http://images.google.de/imgres?imgurl=http://www.cherishonline.co.uk/images/ebay_logo.gif&imgrefurl=http://bloxa.blogspot.com/&h=150&w=150&sz=3&hl=de&sig2=tJ0YZoQxAI2FzS-r5ekTkQ&start=13&tbnid=BV3qIpxs6b2ZrM:&tbnh=96&tbnw=96&ei=dUWKRbXjE8bqiwG9mIiHAg&prev=/images%3Fq%3DeBay%2BLogo%26svnum%3D10%26hl%3Dde%26lr%3Dhttp://www.munichre.com/pages/homepage/default_de.aspxhttp://www.mondibp.com/EN/portal/home/home.aspxhttp://www.esbi.ie/index.htmhttp://www.nissan.nl/home/index.htmlhttp://www.aventis.de/http://www.abb.de/ -
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Thank you for your attention
Roland [email protected]
C t E l Wi t th C dit & C ti
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Slide 36
Customer Example Winterthur Credit & Caution
BACKGROUND
Founded 1875
Since 2007 member of Axa Group
Market share in home market
Switzerland approximately 20 %
5,900 employees
1.5 Mio. customers / 2.86 Mio.
policies
Project at Winterthur Credit &
Caution
CHALLENGE
Core business processes are predominantlypaper based in combination with a 20 years indevelopment host application
Decisions get slowed down and are risky due tolack of information
Further growth & efficiency increases are limited
Objective: reduce processing 50%, be able todouble the number of managed requests
SOLUTION
Electronic mailroom to capture all inboundinformation
Four tightly coupled BPM processes to managecore business completely electronically
Tight Integration of legacy app. (Cobol) via XML
Integration of terminal within BPM client
BENEFITS
Reduced processing time and costby apprx. 50 %
Faster and better decisions based on mostcurrent information, reduced risk
Readiness for further growth (!)
Increased employee satisfaction
S fi A ti A t P bl
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Slide 37
Sanofi - AventisAccounts Payable
Customer Logo
BACKGROUND
AVENTIS S.A. resulted of merger of Hoechst
and Rhne-Poulenc
Revenue: 17,59 Billionin 2002
71.000 employees in 2002
Core Business:
Prescription drugs, human vaccines and 50%equity stake in Merial, an animal health joint
venture with Merck & Co.
Primary markets:
US
France
Germany
CHALLENGE
Standardize and streamline financialprocesses globally
Design and implement an integratedReceipt to Pay Process for all Europeancountries, enabling to reach significantimprovements and significant businessbenefits.
SOLUTION
Reorganization of the Accounts Payableprocess, roll out to 20 countries
Combined solutions consisting of severalproducts of the OT ECM Suite
Combination of SAP workflow, BPM Serverand PDMS
20.000 Users involved in approval process
BENEFITS Increase the productivity of A/P staff through
automation of manual tasks
Reduce the time and cost associated withresolving anomalies and invoice approval
Eliminate time and cost associated withrecovering documents
Flexibility for organizational changes
Si M di l S l ti
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Siemens Medical Solutions
CHALLENGE
Ensure spare part delivery for medicaldevices
Comply with Food and Drug Administration(FDA) regulations
Difficulties to change & improve businessprocesses due to high certification efforts
SOLUTION
New spare part solution based on LivelinkBPM Server which ensures completion intime
Implementation of Business Solution Partsto leverage BPM as flexible platform forother solutions
BENEFITS
Ensure patients health by fast and reliable
spare part delivery Reduced risks for Siemens Med as well as
for their customers
Comply with FDA regulations
Maximum flexibility and reduced effort forchanging processes using BusinessSolution Parts. Effort is expected to be 70 %
less because Livelink BPM Server BSPs getcertified
Islandbanki Transactional Document Processing
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IslandbankiTransactional Document Processing
BACKGROUND
Leading bank in Iceland
Private Banking Corporate & Investment Banking
Insurance Business
1,200 employees
Headquarter in Reykjavik, service
network allover the country
Worldwide operations
CHALLENGE
Distributed organization
Core business processes such asLoans, Leasing and Claims need lots ofpaper coordination
Inefficiencies and impacted customerservice
SOLUTION
Document enabling of SAP basedclaims solution
Loans- & Leasing, Collateral Agreementimplemented as fully electronicsolutions with PDMS & BPM Server,integrated with AS 400
Integration of external dealers to avoid
any media discontinuity
BENEFITS
Global access, on demand to contracts-and customer information
Faster, more efficient management ofcustomer inquiries
I d t i d