Business Process Management with WebSphere Radek Šulc

Business Process Managementwith WebSphereRadek Šulc

Agenda • A few questions • BPM enabled by SOA • Solution for the complete BPM cycle • Integration of BPM solution into your environment • Best practices • Questions

A few questions • Does your company work with processes? • Do the processes work efficiently? Do they work at all? • How do you design and model the processes? Simulations? • Are you able to import business process model into implementation tooling? • How do you technically implement the processes? • Which applications and how the processes interact with? • Do you have consistent runtime to run the processes? • How do you monitor the processes in runtime? • Are you able to improve the processes in time? • Who is business owner of the processes? What is their lifecycle?

The Message • You can have solution covering complete BPM lifecycle • The solution is enabled by SOA • We can provide you with • Technologies • Methodologies • Best practices • Local experience • IBM Services • Business Partners’ services

Why BPM enabled by SOA? Flexible business needs flexible IT Infrastructure Flexible Business = Flexible Processes Composable Processes Transformation Business Process Outsourcing Mergers, Acquisitions, and Divestitures Requires Flexible IT Infrastructure Composable Services (SOA) Services Oriented Architecture (SOA) Development Infrastructure Management Software Development Infrastructure Management Integration

Business Process Management is a Discipline… BPM solves common business challenges . . . Processes aren’t Bottlenecks prevent Limited visibility documented efficiency into performance KPIs not Process change Complex integration across multiple processes defined is cumbersome BPM Includes Integration Modeling Monitoring Software Forms Rules Engine Workflow Models Process Knowledge Metrics Expertise and Assets Policies Business Logic Methodology BPM governs organizational and operational activities

Business Process Management – The LifecycleComponents to manage business processes 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 ALL INTEGRATED Real-time visibility into process performance enabling process intervention and continuous improvement

Agenda • IBM SOA Foundation • Model • WebSphere Business Modeler • Assemble / Deploy • WebSphere Process Server • WebSphere Integration Developer • Manage • WebSphere Business Monitor • Govern • WebSphere Service Registry & Repository

Why Customers do Business Process Modeling • Modeling For Documentation & Compliance • Document processes to understand and describe your business, audits, regulations • e.g. HIPAA, Sarbanes Oxley, WEEE, RoHS, ISO, internal standards • Modeling For Redesign & Optimization • Discover potential areas for process improvement • e.g. Six Sigma • Modeling for Assembly and Execution • Ability to change the business process to respond to changes in market

WebSphere Business Modeler – Best in Class Business Modeling and simulation. • Simple to use business modeling tool • Allow the people who know the business to model • Drag and drop for the business analyst • Precise modeling of the vital aspects of the process • Add costs, durations, resources; bring your process to life using simulation. • Understand your business models and make informed decisions before deployment • Integrate forms with the process model • Capture KPI’s, metrics for later monitoring. • Collaborative modeling • Communicate and participate across your enterprise • Enables teamwork and Web publication • Clean hand-off to I/T • Faster and more accurate deployment of your solutions • Business modeling is the starting point for I/T deployment

Simulate And Analyze – Understand And Predict • Quite unique support - experience • Predict your business operation outcomes by running "what if" scenarios • Help determine and justify projects that will generate the greatest returns on investments, and help build your business case • Generate comprehensive information around cost, time, and resource savings • Optimize by looking at bottlenecks and workload imbalances before moving any changes into production

Define Key Performance Indicators • Identifying key performance metrics is critical to your business • Defining the measurements of your scorecard • What is to be measured • More precision in business requirements • Simulation scenarios are key to understanding what will happen • Capture the key performance

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 before committing resources and budgets. Examine the financial implications – justifications for process change Define & implement real time measurements for Business Performance Understand and Transform your Business

WebSphere Integration DeveloperService-oriented Integration Application Development • User-friendly Authoring Environment • Eclipse-based Tool • Component based Programming Model • Service Components & Modules • Visual Editors minimize writing Code • Team-based development • Full Test Environment • Local WPS/WESB included • Including Visual Debugger for all components • Service discovery including WebSphere Service Registry & Repository

Comprehensive Support for Business ProcessesStandards Based Business Process Support without Coding • Import process models from WebSphere Business Modeler • Intuitive drag-and-drop tools • Visually define the sequence and flow of business processes • Develop Executable Process • WS-BPEL with or without IBM Extensions • Integrated fault handling • Compensation support • Provide a logical “undo” capability

Comprehensive Support for Event-based Scenarios Business State Machines • “Sequential” Business Processes are not suitable for event-based scenarios • Some business processes need to understand and react to many different events that can occur at any time • State machines simplify design by focusing states & events • Events are handled differently depending on the current “state” of a process • Processes may need to revert to earlier states at any time • Reaching a point in time can change the process state without requiring an event

Comprehensive Support for Human Workflow • Human Workflow fully integrated with SOA Environments • Human tasks are treated just like any other service • Full flexibility to adapt business processes quickly to changing requirements • With a few mouse clicks, replace human tasks by unattended services, and vice versa • No Change to business process necessary • Rich task assignment capabilities • Staff queries to assign the right task to the right person at the right time • Real-time access to staff / organization directories through LDAP • Ability for fully dynamic task assignment at runtime • Query Parameters from process variables • Historic information • Multi-level escalation mechanisms • Time / priority based aging of tasks • Notification through e-mail and notification work items Who?

Subtask Subtask Parent Task Parent Task Ad-Hoc support in WebSphere Process ServerAllowing for dynamic changes in human workflow scenarios Ad-hoc • Create sub-tasks • Add additional dependent steps on the fly • Create follow-on tasks • Add additional steps on the fly • Follow up for human tasks • “Remind me later“ to complete already started task • same user continues later • Suspend until Follow-on Parent Task Follow-up

Flexible User Interface SupportGenerate & Customize the user clients you need • Comprehensive User Interface Support for Human Tasks • BPC Explorer • WebSphere Portal Task List • Generate Custom Clients • Completely customized API Clients • Graphical Process Instance View • Customizable business user interface support • Tasks allow to specify client settings that contain information used at runtime to properly render a task, depending on user role and client used • Lotus Workplace Forms

Dynamic Processes for Flexibility And Responsiveness • Business Rules & Decision Tables dynamically determine process flow • Expose process decision points as business parameters • e.g. Credit rating level based on net worth • Allow non-disruptive, real-time business change • e.g. New lending policies allow changing the credit rating criteria without redeploying the loan application process • Ensure consistency across the business • e.g. Every loan application process executes the same rule group • Selectors dynamically determine which components are used • Dynamically call sub-processes • WS-Addressing or by name

BusinessObject Maps InterfaceMaps Relation-ships Service ComponentArchitecture Service Data Objects Common EventInfrastructure SOA Core WebSphere Process Server Overview WebSphere Application Server ND (J2EE Runtime) BusinessProcesses (BPEL) HumanTasks (BPEL4People) BusinessStateMachines BusinessRules ServiceComponents DynamicServiceSelection Mediation(ESB) SupportingServices

WebSphere Application Server, ESB, and Process Server WebSphere Process Server Choreography Mediation WebSphere ESB WebSphere Application Server ND Clustering WebSphere Application Server App Server

What is an Enterprise Service Bus (ESB)? A flexible connectivity infrastructure for integrating applications as services… ……which reduces the number, size, and complexity of interfaces. An ESB: • VIRTUALIZES the location and identity of participants • CONVERTS between different transport protocols used by the participants • TRANSFORMS message formats between participants • APPLIES appropriate qualities of service for the given interaction • DISTRIBUTES business event information to/from disparate sources. Shape = Protocol Color = Data type

WebSphere Process Server – Process Runtime • Based on standards – BPEL, Web Services, J2EE, SCA, SDO • Business Processes AND Human Interaction AND Integration platform • Integration logic and Enterprise Service Bus included • Can be integrated as any other back-end • SOA core, SOA principles inside • Proven WebSphere Application Server runtime

WebSphere Business Monitor - Capabilities • Offers role-based visibility into Business Performance • Key Performance Indicators • Custom Process Measures • Take proactive and corrective actions directly from the dashboard • Dynamically create views/KPI’s without I/T • Automated alerts provide warning to preempt critical problems

Real Time Visibility Into Business PerformanceDashboards • Create high productivity role based Dashboards • Monitor Business Process Performance • Manage In-Flight Business Processes • Gather Business Intelligence from Collected Data • Detect Business Situations and Take Action – Notifications, Escalations • CBE events from foreign systems can be processed

Manage In-Flight Business Processes • Monitor executing processes • Process Status • Execution Paths • Inspect process instance data • Examine durations, costs • Administer process instances • Start/Stop claims processes if a high value claim is being handled incorrectly • Transfer work items to users with the appropriate authority

Anomalous situation detection to allow for automatic corrective actions Notifications sent for manual response Email supervisors to inform them of delays of a high value claim Alerts contained within the business monitor that can show all high risk credit requests that require additional approval. Invoke automated actions (services) A corrective actions process (BPEL Process) A Business Service that sends a courtesy letter to a customer (Web Service) … Detect Business Situations and Take Action

Lifecycle of Business Driven Development Add Technical Details* Model the As-Is process Model the To-Be process Add Business Measures* Assemble & Deploy Analyze-Simulate Configure Dashboards Monitor the Processes Collect Performance Statistics Display Process Performance Watch for Business Situations Take Action ALERT Modeler Monitor *optional

Govern Publish Find Publish Govern Manage Enrich Find Manage Enrich The WebSphere Service Registry and Repository provides value throughout the SOA lifecycle WebSphere Service Registry and Repository Encourage Reuse Find and reuse services for building blocks for new composite applications. Enhance Connectivity Enable dynamic and efficient interactions between services at runtime. Enable Governance Govern services throughout the service lifecycle Help optimizeservice performance Enable enforcement of policies. Impact analysis

Complete BPM cycle coverage – OK, NOT MANDATORY WebSphere Integration Developer Easy-to-use integration to simplify and speed the assembly of composite applications WebSphere Process Server Flexible deployment of business processes, making plug-and-play of components a reality WebSphere ESB & Message Broker 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 WebSphere Service Registry and Repository Manage your service metadata: Govern services throughout the SOA lifecycle, find and reuse for IT flexibility

Best Practices • Keep it simple • Use „meet-in-the-middle“ approach • Find and implement “attractive” processes • IT and Business cooperation is critical • Have common strategy and milestones • Go step-by-step, no „big-bang“ • Show first successes quickly • Services to be orchestrated must be available • Find them or build them – Keep them simple, encapsulation • Demystify your BPM and make it clear for everyone • Myths about workflow engines, different approaches

A few questions – Once more • Does your company work with processes? • Do the processes work efficiently? Do they work at all? • How do you design and model the processes? Simulations? • Are you able to import business process model into implementation tooling? • How do you technically implement the processes? • Which applications and how the processes interact with? • Do you have consistent runtime to run the processes? • How do you monitor the processes in runtime? • Are you able to improve the processes in time? • Who is business owner of the processes? What is their lifecycle?

The Message – Once more • You can have solution covering complete BPM lifecycle • The solution is enabled by SOA • We can provide you with • Technologies • Methodologies • Best practices • Local experience • IBM Services • Business Partners’ services

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Business Process Management with WebSphere Radek Šulc