SOA and WebSphere Business Modeler

SOA and WebSphere Business Modeler Using Modeler to facilitate the Build-Run-Manage equation of SOA BPM Solutions Bill.Hahn@us.ibm.comSr. Consulting Developer/Architect (IBM Certified SW IT Specialist)Go to http://JavaSOA.com for presentations, demos, tutorials and other resources

Mod 1 Mod 2 WID 1 RSA RAD Java WS RAD Mkt Sim WID Wire WID Wire 2 ProcPort RPM BizDemo # of Business Process Tasks = # of IT Services (aka Granularity) Demos: 1 2 3 4 5 6 7 8 9 10 11 SOA/BPM Across Business and IT Business Models Identify Process Tasks How do I optimize my business processes? Business and I/T can use a common language a.k.a. “Process Integration” How do I integrate to my existing systems? I/T Components exposed as SOA Services

Business Objectives Gain market share Business Objectives Operational Excellence Top line growth Reduce costs Innovation How can I… …meet these business objectives? …leverage my existing resources and IT systems? …deliver at a pace and cost which outwits my competition? Resources and IT Assets Legacy Systems & Databases Procurement, Sales, Distribution Legacy Claims Database LifeInsuranceClaims Business Partner Claims System Auto Claims System Home Claims System … ProductLifecycle … CRM ERP

SOA Entry Points help customers start simple and grow fastBusiness and IT Focused Gain market share Business Objectives Operational Excellence Top line growth Reduce costs Innovation 1. Extend the ability to collaborate inside and outside 1 In the 2006 IBM Global CEO study, three top priorities surfaced for CEOs 2 3 2. Innovate Business Models and processes 3. Leverage information for business optimization Resources and IT Assets Legacy Claims Database LifeInsuranceClaims Business Partner Claims System Legacy Systems & Databases Procurement, Sales, Distribution Auto Claims System Home Claims System … … ProductLifecycle CRM ERP

Gain market share Business Objectives Operational Excellence Top line growth Reduce costs Innovation Resources and IT Assets Legacy Claims Database LifeInsuranceClaims Business Partner Claims System Auto Claims System Home Claims System … IT Challenges • Complex processes & systems • Complex applications & interfaces • Difficult to adapt quickly • Large portion of IT budget spent on maintenance, not on new value add investments • Duplicate services and difficult to govern Legacy Systems & Databases Procurement, Sales, Distribution ProductLifecycle … CRM ERP

Business Centric SOA leverages your existing environmentIT focused Entry Points Are Foundational

End-to-end process capabilities for your SOA WebSphere Process Server WebSphere Integration Developer Flexible deployment of business processes, making plug-and-play of components a reality Easy-to-use integration to simplify and speed the assembly of composite applications WebSphere ESB Connectivity infrastructure for integrating applications and services to power your SOA WebSphere Business Modeler Simple to use process modeling for the business analyst to help maximize process and business resource re-use WebSphere Business Monitor Real-time visibility into process performance enabling process intervention and continuous improvement “IBM has the broadest SOA platform…” Source: Forrester Research, Jan 15, 2006

Business Process Modeling and Analysis Business Innovation and Optimization Business Process Choreography Invoke Staff Staff Staff Staff Invoke Invoke Invoke Invoke SOA and ESB Routing Pub/Sub Transformation Mediation Transport Connectivity to and from Implementation Services Disciplines of Business Process Management

Benefits of Business Modeling and Analysis Document and validate current processes Discover potential areas for process improvement and latent value in existing processes Validate process enhancements prior to committing resources and dollars. Examine the financial implications – justifications for process change Define & implement real time measurements for Business Performance Understand & Transform your Business

Model to bring business and IT together Communicate fully with subject matter experts Provide visibility into the enterprise Create complete documentation of processes and procedures Deliver complete requirements documentation to IT Allow IT to understand the scope of the business issues and how to solve Process Specialists Business Analyst Corporate Developer LOB Manager Data Architect IT Architect Process Modeling can… Business Domain Technical Domain

Tactical Modeling objectives… • Modeling For Compliance/Documentation • Document processes for use by a business to understand the business process • Customers use output for training, collaboration, documentation requirements for compliance regulations (Sarbanes-Oxley and Basel II) • Linkage to real-time monitoring provides a feedback mechanism for reporting requirements needed for compliance • Modeling For Redesign • Document both the current state and future state business process and the comparison to determine Return on Investment (ROI) analysis • Six Sigma and Process Improvement are common methodologies • Modeling For Execution • Modeler can create artifacts from the business model and make them available in technology development tools to reduce the overall implementation time of new business processes.

First Second Third WB Modeler V6 – What it allows you to do Document processes as they are today Analyse and test process alternatives to identify best process according to your requirements Specify technical attributes to simplify the transformation from the business model to the execution model

Process modeling • Ease-of-ease top priority • Extensively user-tested • Cutting-edge interface • Editing profiles/modes • Click-and-drop or right-click • Click-to-grid option • Auto-layout of objects • Right-click to add space • Swim lane viewer • Visio import

Editing modes • User modes offer different model detail • Basic • Intermediate • Advanced • Three technology modes are optimized for specific runtime targets • WebSphere Business Integration Server Foundation • WebSphere MQ Workflow • WebSphere Process Server

Process modeling: Swimlane Editor • Model using Line Of Visibility (LoV) methodology • Quickly reassign tasks, etc. by drag-and-drop to a different swimlane • Change swimlane order • Quickly switch between free-form Process Editor and the Swimlane Editor

Simulation • Model "what if" scenarios and compare results • Simulation warm-up (Steady State simulation) • Sophisticated modeling and distribution for resources, cost, revenue and processing time • Detailed resource utilization levels, as well as cost and cycle time calculations

Simulation Simulation animation Counter displays number of active tasks during simulation Queued work items show potential bottlenecks Simulation real-time statistics Simulation control panel Live instance count by activity

The Business Measures Model • Generate a default Business Measures Model or add custom business measures • Define what is monitored during the execution of the business process • Define Key Performance Indicators (KPI) and Metrics both at a business process and activity level • Define outbound events (alerts) based on business situations

Reporting • Pre-defined or user-defined report templates and queries • Automatically creates written, numerical and graphical information • Provides valuable guidance in process analysis and redesign: • Provides return on investment (ROI) comparisons of As-Is and To-Be models *Optional integration with Crystal Reports

Collaboration: The Publishing Server • Publish models to portal-based Publishing Server for sharing with browser-based users • Collect feedback and input through association of comments, responses, and attachments to the model - creates a complete view of the business process and all relevant information • Allows for design time reviews by associating comments and provide responses to reviewers of the business process model • Publish business models to end users for training and reference purposes with any necessary associated documents or URL’s

Casual Reviewers - Browser - WebSphere Business Modeler - Advanced - Reviewer • Author / import • Simulate • Analyze / Reports • Publish • Export to I/T • Review • Comments • Suggestions • Attachments Basic WebSphere Business Modeler - Basic - Casual • .pdf • Powerpoint • Excel / Word • .jpg /.svg • Author / import • Reports • Swimlane • General Interest Modeling Related Roles Advanced Publisher Server - Admin - Repository Owner - Admin -

Export to I/T Reviewers - Browser - Reviewers - Browser - Reviewers - Browser - Reviewers - Browser - Reviewers - Browser - Reviewers - Browser - Reviewers - Browser - Reviewers - Browser - Sync – Commit – Update Compare - History - Audit Reviewers - Browser - Repository Owner - Admin - Reviewers - Browser - Reviewers - Browser - Model Repository Clear Case - CVS Reviewers - Browser - Reviewers - Browser - Sync – Commit – Update Compare- History - Audit Team Support & Collaboration Publishing Server WebSphere Business Modeler - Advanced - WebSphere Business Modeler - Advanced - • Author / import • Simulate • Analyze / Reports • Publish • Export to I/T WebSphere Business Modeler - Advanced - Publisher Server Publish • Review • Comments • Suggestions • Attachments WebSphere Business Modeler - Basic - Publisher Server - Admin - WebSphere Business Modeler - Basic - • Author / import • Reports • Swimlane WebSphere Business Modeler - Basic - WebSphere Business Modeler - Basic - WebSphere Business Modeler - Basic - WebSphere Business Modeler - Basic - • Set Access • Release • Delete

Process Instance Task 5 Task 3 Task 1 Task 2 Task 6 Task 4 Human Workflow in BPMKey factor for business success • Human workflow is about assigning the right work to the right people at the right time, with the information they need, presented for immediate action • Human Workflow is required for important business scenarios • Exception handling for automated process steps • Manual review and approvals • Legal regulations including human decisions • ...and many more • Demonstrate Compliance and policy fulfillment • Policies, Rules, Regulations, Legislation • Sarbanes-Oxley (financial reporting) • HIPAA (reduce paperwork) • Basel II (financial risk assessment) • Quality Initiatives • ISO 9000 • Lean management • etc

Human Task Manager - Staff ResolutionAssociating People with Tasks External Staff Directory:Holds user information • Several user roles like potential owner or administrator are supportedto assign specific permissions on a task to a certain user or group of users • Static and dynamic staff queries are supported • E.g. Users by user ID • E.g. Group Members • E.g. dynamic queries based on process context or business data • Support for group work • Access to tasks based on individual group membership • Performance optimization Brochure Creation Process Assignment rule: Who is supposed to work on the task? e.g. LDAP create Departments Department1 Member1 Member2 ... Department2 ... User Verb “John Doe" Users Group1 Member1 Member2 ... Group2 ... approve Group Verb "Approvers" Roles Role1 Member1 Member2 ... Role2 ... revise Human Task: Process step performed by person / group of people New Out-of-box supported user repositories • LDAP • Local OS User Repository • WebSphere Member Manager (when used in combination with WebSphere Portal) Dynamic assignment rule: Assign to owner of task “create” = user “John Doe”

Business RulesExternalize Business Logic for business flexibility • Rule Group • Rule Set • Decision Table

Process monitoring supportControlling your business process environment • Graphical Process Instance Viewer • Real-time snapshot of your process • Understand process structure • Check status of process and its activities at runtime • BPC Observer allows you to observer state and evolution of business processes • e.g. number of active processes • e.g. rate of finished process per day

Business Measures Model Runtime Statistics - Process “Actuals” Feedback for continuous improvement WebSphere Business Modeler • Leverage real information about your business • Better decisions, quicker • Core business facts (runtime statistics) from monitor are passed back into modeler for simulation, analysis, diagnosis, and action • Improve your business • Business process improvement • Discover true process behaviors • Fact based simulation leading to improved process design for the next solution deployment Modeling and Simulation WebSphere Process Server & WebSphere Business Monitor Execution and Monitoring

Know the financials BEFORE, and monitor them AFTER DISCOVER potential areas for process improvement and latent value in existing processes Prove the value of improvement BEFORE committing resource and dollars. Accurately & Effectively communicate requirements from Business to I / T Cut the time required to develop and implement new processes Establish and measure the BUSINESS PERFORMANCE of the process in real time WebSphere Business Modeler Summary

SOA BPM LifecycleModel > Assemble > Deploy > Manage

Bridging the Gap Between Business and I/TThe SOA Lifecycle • Discover • Construct & Test • Compose • Integrate people • Integrate processes • Manage and integrate information • Gather requirements • Model & Simulate • Design • Manage applications & services • Manage identity & compliance • Monitor business metrics • Financial transparency • Business/IT alignment • Process control

End-to-end process capabilities for your SOA WebSphere Process & Portal Servers WebSphere Integration Developer Flexible deployment of business processes, making plug-and-play of components a reality Easy-to-use integration to simplify and speed the assembly of composite applications WebSphere ESB Connectivity infrastructure for integrating applications and services to power your SOA WebSphere Business Modeler Simple to use process modeling for the business analyst to help maximize process and business resource re-use WebSphere Business Monitor Real-time visibility into process performance enabling process intervention and continuous improvement “IBM has the broadest SOA platform…” Source: Forrester Research, Jan 15, 2006

End-2-End SOA Business Process Management CapabilitiesDesigned to Start Anywhere in the Cycle – Use only what you need Collaborative Development Integrated deployment of policies, rules, and services based on an SOA platform Clean hand-off to IT with Business Models, Metrics Runtime for Workflow & Services Choreography Business Modelingand Simulation ContentManagement Business Monitoring, Dashboards and Analytics Feedback for continuous improvement and optimization Real time collaboration and management of business processes

SOA Enables Business Process Management Services are the “building blocks” for business processes SOA improves how you design, manage, and optimize your business processes by enabling: • Solution Building Efficiency • Reuse of existing assets • Flexibility in change

SOA Business Driven Development – Roles and Tools Defines, models Processes Optimizes Processes through simulations Business Analyst Solution Architect Defines business contract and system use cases Models Service Implementation Rational Software Architect WebSphere BI Modeler Implements Processes and Composite Applications Defines Services Integration Developer J2EE Developer Implements Services Constructs other J2EE artifacts WebSphere Integration Developer Rational Application Developer

Mod 1 Mod 2 WID 1 RSA RAD Java WS RAD Mkt Sim WID Wire WID Wire 2 ProcPort RPM BizDemo # of Business Process Tasks = # of IT Services (aka Granularity) Demos: 1 2 3 4 5 6 7 8 9 10 11 SOA Across Business and IT Business Models Identify Process Tasks How do I optimize my business processes? Business and I/T can use a common language a.k.a. “Process Integration” How do I integrate to my existing systems? I/T Components exposed as SOA Services

WebSphereProcess Improvement WorkshopOverview and preparation requirements Hans Skalle Workshop Facilitator 612-220-1880, hskalle@us.ibm.com

WebSphere Process Improvement Workshop Kickoff Topics • Background – Why business process management? • The WebSphere Process Improvement Workshop (PIW) – Overview • Activities and scope • The PIW process • Sample results • Preparation Requirements 38

WebSphere PIW Goals: • Demonstrate Modeler value, capability • Demonstrate five-step improvement method Scope: • Business (vs. technical) modeling • Sub-process (limited to +/- 20 tasks) Simple Complex On-site: Elapsed: 2-3 days +/-1 week IBM Process Improvement Workshop (PIW) – Scope Consulting Services Engagement

Current state process Future state process • Bottlenecks and constraints • Rework, errors and exceptions • Missing, incomplete information • Fragmented processes held together through spreadsheets, re-keying, informal workarounds • Numerous approvals and audits • Sequential activities creating delays • Paper-based processes • Lack of measures, performance indicators • Decisions based on feelings vs. facts • Processes that are too slow, too costly to be competitive • Streamlined with automated workflow • Exception-based including alerts and escalation (out of bounds conditions and time triggered) • Improved access to accurate information through integration • Rules-driven approvals and routing • Use of managed parallel activities • Dashboard monitoring and decision-making based on real-time Key Performance Indicators, results • Improved ability to respond to and implement required regulatory controls • Reusable business services Improved process What to look for in the current and future states

Associated with a key, meaningful initiative Greater effort Reengineering project Scope of PIW Lower effort Simulation may be used to assist with the calculation of payback and positioning Payback Lower, non-strategic value Higher strategic value, linked to key initiative Initiative A Initiative B Initiative C Initiative D Placing the scope of the PIW on the prioritization and evaluation matrix

Implement and Manage Define and Align Objectives Cycle of Improvement Model Current State and Gather Data Model Future State, Evaluate Options Assess and Analyze WebSphere Business Modeler – Five steps to continuous process improvement • Develop pilot and implementation plans • Create measures • Assign technical attributes • Implement, Monitor performance • Define improvement objective (e.g. “Reduce process cycle time by…”) • Link to core process and/or key initiative • Model exception paths including required corrective action • Gather and load cost and time (duration) data • Eliminate unnecessary steps, simplify as much as possible • Look for opportunities to automate (think business services!) • Model alternatives and rank by payback (use a simple matrix) • Gather feedback on the proposed process • Classify activities (value add vs. rework) • Develop a simulation test plan • Simulate “As-Is” process to identify bottlenecks and high cost areas • Prioritize improvement opportunities

You are here WebSphere Process Improvement Workshop process Pre-Workshop (approx 1 – 2 wks) Onsite Workshop Post Workshop IBM Representative Discuss workshop value, process and determine dates Prepare Executive presentation, next steps summary Workshop Facilitator Execute next steps Identify process, set expectations regarding scope IBM Sales Representative Customer Workshop Facilitator 2 to 3 Days Customer LOB SMEs Provide documentation (Visio, procedures, forms, input sheet) Possible next steps: • Proof of Technology lab • Additional workshop(s) • Software Investment Conduct Process Improvement Workshop Workshop Facilitator Create draft current-state model, project tree, Exec ppt Workshop Facilitator Customer Representatives

Day One: Establish boundaries, model and/or review the current state Conduct Process Improvement Workshop – Day One Day One Current State Deliver kickoff presentation to level- set expectations Approx 2 Hours Review current state and agree on/refine scope Approx 2 Hours Model current state using WebSphere Business Modeler Approx 4 Hours

Day Two Future State Review current state and brainstorm future-state improvements Approx 1 Hours Day Two: Brainstorm improvements, model the future state Create future-state process model Approx 4 Hours Compare current- and future-state models (simulation) Approx 2 Hours Conduct Process Improvement Workshop – Day Two Day One Current State Deliver kickoff presentation to level set expectations Approx 2 Hours Review current state and agree on/refine scope Approx 2 Hours Model current state using WebSphere Business Modeler Approx 4 Hours

Day One Day Two Day Three Current State Future State Next Steps Review current state and brainstorm future-state improvements Package results, create Executive Presentation Deliver kickoff presentation to level set expectations Approx 1 Hours Approx 4 Hours Approx 2 Hours Create future-state process model Deliver Executive Presentation Review current state and agree on/refine scope Approx 4 Hours Approx 2 Hours Approx 2 Hours Compare current- and future-state models (simulation) Model current state using WebSphere Business Modeler Agree on next steps Approx 4 Hours Approx 1 Hour Approx 4 Hours Conduct Process Improvement Workshop – Day Three

WebSphere Process Improvement Workshop Kickoff Topics • Background – Why business process management? • The WebSphere Process Improvement Workshop (PIW) – Overview • Sample Results • Customer background • Activities summary • Current-state model and analysis • Improvement areas • Future-state model and simulation results • Preparation Requirements 47

Sample ResultsCustomer background • Had used Visio to document processes • Inconsistent from modeler to modeler • No ability to simulate • Some modeling standards in place • Various symbols used for Task attributes • Six Sigma company • First major Six Sigma initiative • Worked with a newly formed Six Sigma project team • User of Six Sigma’s Design, Measure, Analyze, Improve, Control (DMAIC) methodology • Very talented team • Strong engineering and manufacturing backgrounds • Experienced with statistical process analysis

Sample ResultsPIW Activities • Pre-workshop Activities • Customer provided VISIO diagrams, documentation • Imported prior to the on-site workshop • On-site Activities • Refined and validated current state process flow • Resolved VISIO symbols that did not map to BPML constructs • Added model attributes including time and cost • Conducted simulation and analysis using basic techniques • Analyzed standard time and cost reports • Identified problem areas, constraints • Identified improvements based on problem areas • Created the proposed future state process model • Ran simulations and conducted comparative analysis • Analyzed standard time and cost reports • Analyzed Comparative reports • Created and delivered executive presentation to sponsors

Model was completed by resolving and adding required BPMN components Process Improvement Workshop – Visio import Minor Visio clean-up was required for import

SOA and WebSphere Business Modeler