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Process Automation Options for Functional People

Process Automation Options for Functional People. News from OAUG 2007. Agenda. Introduction Process Modeling Process Automation - Overview Oracle Process Automation Tools Oracle Workflow – Discussion and Demo Oracle BPEL – Discussion and Demo Questions. Introductions.

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Process Automation Options for Functional People

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  1. Process Automation Options for Functional People News from OAUG 2007 CaOAUG

  2. Agenda • Introduction • Process Modeling • Process Automation - Overview • Oracle Process Automation Tools • Oracle Workflow – Discussion and Demo • Oracle BPEL – Discussion and Demo • Questions CaOAUG: Process Automation for Functional Users

  3. Introductions • Stewart St. Dennis, CTO, Zaxia Inc. • Background • Stewart • Zaxia • Presentation Rules of Engagement • Ask lots of questions!!! CaOAUG: Process Automation for Functional Users

  4. OAUG 2007 Quick Summary • Fusion, Fusion, Fusion • Fusion Middleware (BPEL, BPEL, BPEL) • Fusion Application & Strategy • Recent Releases for Product Base: • EBS • Seibel CRM • PeopleSoft • JD Edwards CaOAUG: Process Automation for Functional Users

  5. Process Modeling - Overview • What is process modeling? • Is it new? • Do you need special skills to do it? • How good is a process if it is not enforced (Visio)? • How to define AND enforce your processes: • Process Automation CaOAUG: Process Automation for Functional Users

  6. Desktop Class Tools: Microsoft SharePoint 2007 Lotus Notes Oracle Collaboration Suite (BPEL) etc. Open Source Tools: phpCollab E-GroupWare etc. Oracle Tools: Oracle Workflow Oracle BPM/BPEL/BAM Process Automation Tools CaOAUG: Process Automation for Functional Users

  7. Oracle’s Process Automation Tools • Fusion Middleware (Current: 10g R3) • Desktop based process development • Web based deployment and use • Workflow: • Mature (10+ Years) • Based on “traditional” Oracle technology • Current tight integration with Oracle EBS • BPEL: • Young (1+ Years) • Based on “new” Oracle technology • Upcoming tight integration with Oracle Fusion products CaOAUG: Process Automation for Functional Users

  8. Standards & Process Automation • Proprietary versus Standards based products. • Why should I care about standards? • What standards apply? • WWW Consortium (W3C) • Web Services • SOAP (1.1, 1.2, 1.2 R2) • XML • SOA (Service Oriented Architecture) • Business Process Execution Language (BPEL) • OASIS WS-BPEL 2.0 CaOAUG: Process Automation for Functional Users

  9. Business Processes: Overview CaOAUG: Process Automation for Functional Users

  10. Key Process Concepts • Definitions • Instances • Monitoring • Versioning • Triggers • Outcomes • End-points • Timeouts/Escalations CaOAUG: Process Automation for Functional Users

  11. What is Behind the Picture • Why not just Visio? • Process made of: • Other processes • Automated tasks • Manual tasks • Data retrieval • Data updates • Notifications • Time-outs • Decision splits • etc. CaOAUG: Process Automation for Functional Users

  12. Out-of-the-Box: As-Is Time-outs Get Items In-Context “Near” context Set Items … Configurable Notifications/Approvals Escalations .. Custom: Need IS people for this Gets Sets Complex escalations Complex decisions … “Wrappers” around existing functionality Discovery Process What is on the “pallet”? Behind the Picture: “Widget Pallet” CaOAUG: Process Automation for Functional Users

  13. Balance: Functional & IT • Marry strength of both groups • Functional (what, when, who, why) • Business and process knowledge • Owns the processes • Lives with the processes • Set own timeframe (if the widgets already exist) • IS (how) • Does and understands “plumbing” • Builds complex pieces • Knows the data structures • Knows how the systems fit together CaOAUG: Process Automation for Functional Users

  14. General “Working” Environment CaOAUG: Process Automation for Functional Users

  15. Oracle Workflow Builder Demo • Requisition Approval Demo CaOAUG: Process Automation for Functional Users

  16. Workflow/EBS Integration • Indirect: Business Event Model • “Document” handling activities trigger events • Document example: GL Journal Batch • Event example: Approval Required • Event Subscriptions • Direct • Use or refine existing workflows • Lots: GL, AP, PO, … CaOAUG: Process Automation for Functional Users

  17. BPEL Demo • Travel Service CaOAUG: Process Automation for Functional Users

  18. BPEL – Some More Detail CaOAUG: Process Automation for Functional Users

  19. Contrasting Workflow and BPEL CaOAUG: Process Automation for Functional Users

  20. BPEL’s Future • Key piece of Fusion Middleware • Key component in Fusion product development • Key component in integrating Oracle broad application portfolio CaOAUG: Process Automation for Functional Users

  21. Quick Note on Licensing • Disclaimer Oath !! • EBS runtime license: • Render or refine what is already there: OK • Total custom development: NOT OK • Oracle AS / Developer • Workflow: included component • BPEL: add-on component CaOAUG: Process Automation for Functional Users

  22. Questions ?? • Stewart St. Dennis • sstdennis@zaxia.com • 780-628-2036 CaOAUG: Process Automation for Functional Users

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