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Kenwood Tsai Distinguished Engineer / BPM Architect. EMC Documentum Process Suite Update 10/11/2006. Agenda. Update on Process Suite: Messaging (10 Min) Functionality (20 Min) Product Roadmap (15 Min) Q&A / Discussion (15 Min). What is Business Process Management?.
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Kenwood TsaiDistinguished Engineer / BPM Architect EMC Documentum Process Suite Update 10/11/2006
Agenda • Update on Process Suite: • Messaging (10 Min) • Functionality (20 Min) • Product Roadmap (15 Min) • Q&A / Discussion (15 Min)
What is Business Process Management? BPM is about understanding, managing, and optimizing business processes
BPM meets ECM – Content Aware Processes! Analyze Monitor Deploy Execute Capture Process Distribute Archive ScannedImages Reports Faxes &Reports Publish Paper & eForms
BPM meets ECM – Content Aware Processes! Analyze Process Examples Monitor Deploy Execute Capture Process Distribute Archive ScannedImages Reports Faxes &Reports Your Process! Loan Origination Accounts Management Claims Processing Publish Paper & eForms
EMC Documentum BPM Evolution • Process Lifecycle Management • Continuous Improvement • Composite Apps/SOA • Actionable visibility • Process Automation • Integration • Efficiency • Visibility Increasing ROI Potential • Document/Content Workflow • Document routing • Automated approvals • Controlled access • Document/Content Management • Secured and streamlined manual access • Repurpose and reuse • Eliminate paper
Why Should Customers Care About BPM? Goes beyond automating previously manual processes… Do they have some of these questions? • How do all our processes interact (automated and non-automated)? • How can we detect bottlenecks and issues with our processes (running or not) and better yet, do something about them? • How can we achieve alignment of requirements among all stakeholders (LOB, business analysts, IT, developers)? • Can we calculate what process changes will cost? • How much better is ourto-beprocess vs. the as-is and can we measure actual results? • Can we estimate ROI *before* deploying? • …
Business Process Lifecycle Management Analyze Design Environment Monitor Deploy Optimize Execute Production Environment Analyze • Process Discovery and Modeling • Analytics and Simulation • Collaborative Design Monitor Deploy • Real-time Alerts • Operational Dashboards • Business Performance Reports • Point & Click Composite Apps • Rich Forms GUI • Agile Change Management Execute • Process Orchestration • Human Interaction & Collaboration • SOA-based Integration
The EMC Documentum Process Suite: 5.3 SP3 • PROC-DSGN-STU PROCESS DESIGN STUDIO (November - BPA + BPMgr) $7500 per seat • BUS-PROC-ANLZ BUSINESS PROCESS ANALYZER $5,000 per seat • MOB-PROC-ANLZ MOBILE PROCESS ANALYZER (Add-on to BPA) $1,000 per seat • BUS-PROC-SIM BUSINESS PROCESS SIMULATOR (Add-on to BPA) $5,000 per seat • BUS-PROC-NAV BUSINESS PROCESS NAVIGATOR (Add-on to BPA) $900 per seat • BUS-PROC-MGR BUSINESS PROCESS MANAGER $5,000 per seat • FORMS-BLDR DOCUMENTUM FORMS BUILDER $900 per seat • FORMS-USER DOCUMENTUM FORMS USER $75 per seat • PRC-ENGSTDAL PROCESS ENGINE - STAND ALONE $50,000 per CPU • BUS-PROC-SVC BUSINESS PROCESS SERVICES $25,000 per CPU • BUS-ACTVT-MON BUSINESS ACTIVITY MONITOR $50,000 per CPU • PRO-CNNCOGNO PROCESS CONN-COGNOS REPORTNET $5,000 per instance • PRC-CONN-IDS PROCESS CONNECTOR FOR IDS $900 per instance • PR-CNILOG-EN PROCESS CONN - ILOG JRULES-ENG $10,000 per instance • PRC-PKG-VISIO PROCESS INTEGRATION PACKAGE FOR MS VISIO $25,000 per CPU • PRC-CONN-WLI PROCESS CONNECTOR FOR BEA WLI $25,000 per CPU • PRC-CONN-AQLG PROCESS CONNECTOR FOR BEA AQUALOGIC BPM $25,000 per CPU • PRC-CONN-BZTK PROCESS CONNECTOR FOR MICROSOFT BIZTALK $25,000 per CPU • PRC-CONN-STWR PROCESS CONNECTOR FOR TIBCO STAFFWARE $25,000 per CPU • PRC-CONN-BPEL PROCESS CONNECTOR FOR BPEL PROCESS ENGINES $25,000 per CPU Highlights of 5.3 SP3: The SP3 service pack provides a unified, highly scalable platform for the design, execution, monitoring, and optimization of business processes. This solution's convenient graphical tools speed process modeling and orchestration while the business process engine handles task processing through configurable queues, workflow management, and notification services. Process analysis and activity monitoring components provide information to improve operational efficiencies, achieve compliance, and maximize customer satisfaction.
Process Discovery and Aggregation Analyze End-to-End Processes Aggregation Business Analyst Process Fragment 1 Enterprise Process Repository BPM System Process Fragment 2 • Includes Connectors for: • Microsoft Visio • BPEL Process Engines • BEA WLI • BEA Aqualogic BPM • TIBCO/Staffware • XPDL • Microsoft BizTalk • Microsoft Excel • UML Visio Process Fragment 3 Discover Locally—Analyze Globally!
Process Design and Modeling Analyze • Non-technical users • Drag and Drop • Dynamic swim-lanes based on process data • Compare as-is vs. to-be • Drill down, zoom in/out • Filter to reduce complexity • Process validation
Process Analysis Analyze Resource Map Touch Point Matrix Cost Analysis • Embedded report engine • Business Analyst creates ad-hoc reports for complex analytics • Cost and gap analysis, functional requirements, touch point matrices, resource maps,… • Generate ROI analysis before deployment
Process Simulator Analyze • Test Drive your Process: • Find bottlenecks in the process • Examine impact of greater load • Estimate improvements in cost, cycle time, and throughput • Determine the number of resources that will be needed • Perform “What if” Experiments • View Animated Simulation • Use Actual Aggregated BAM Event Data* *November ‘06 Roadmap
Process Navigator Analyze Executive Web Developer Business Analyst System Architect • All Process information accessed via browser • Provides collaborative access for all stakeholders • Diagrams and reports are dynamically generated • Steps hyper-linked to managed content* *November ‘06 Roadmap
Deploy Process Deployment • Bi-directional communication of Process Models between BPA and BPM • Ensures iterative model synchronization • No loss of information on import or export BPA Business Analyst Process Developer BPM
Build and Configure Executable Processes : Business Process Manager Forms Builder Moving to “Dynamic” Activity Templates: Web Services Database Read Databases Write BOF Module (POJO) Process Data Mapper Deploy Process Deployment
Process Data Mapper – Key Concept for Process Meta-Data and Object Data Management Deploy Managing Process Data
Forms Builder Deploy • W3C XForms Standard • Declarative XML GUI specification • XML Schema data model • WYSIWYG Design • Context-Aware Conditional GUI • Role-based conditional presentation • “Simulation” mode for testing • New Controls: • Comment history • Read-only table • Improved and New Post-Processors: • StartWorkflowPostProcessor • LinkorMoveToFolder
Execute Process Execution • Scalable Production Workflow • Shared work queues and task escalation policies • Skill-based task assignment • Forms-based task user interface • Built-in team collaboration incorporated within workflow • BPM Web GUI for Worklists, Task Management, Reports, Queue Management • Integration and Orchestration • Full SOA/Web Services integration capabilities • Comprehensive event management and correlation • Automated exception handling framework • Out of the box common integration protocols: HTTP, SMTP, SOAP, JMS, FTP/S, JDBC, …
Process Integration – Business Process Services Execute Universal Process Integration Services: • On-ramp from BPM to ESB/SOA Infrastructures • Connect processes with external systems, applications, people • Outbound and inbound message and event correlation built-in • Built-in graphical data mapping and transformations • Supports “Event-Action” model for ESB-based integration (loose coupling) • Robust protocols support: JMS, HTTP/S, SOAP, SMTP, WSDL, S/FTP, JDBC, POJO Web Services ESB/EAI Enterprise Applications Individuals Business Process Services
Process Monitoring Monitor • Aggregate and Instance-Level Monitoring • Displays “in-flight” processes showing real-time status and process problems • Alerts Management • Alerts configured based on user-set thresholds • Alerts automatically trigger notifications, initiate response processes • Customizable KPI Portlets • BEA Weblogic Portal Supported • Analysts define KPI reports on process duration, cost, revenues, etc. • Aggregation by business data, e.g. time, customer, region, etc.
Monitor Your Process is Here Business Activity Monitoring Process KPI’s • Identify Trends, Predict Process Execution • Manage to SLA, KPI or other business metrics • Receive and Correlate Events from Other Related Applications* • Web Services • JMS Trends Alert Monitor Process in Flight *D6 Roadmap
Free Process Modeling Tool! • WfMC • XPDL (XML Process Definition Language) • BPMI • BPMN (Business Process Modeling Notation) • OASIS • WS-BPEL (Business Process Execution Language) EMC Provides Free BPMN Modeler for Download • Saves to standard BPEL or XPDL • Saved models can be loaded into Documentum Process Analyzer and Business Process Manager
5.3 SP4 (Nov-Dec 2006) • Business Activity Monitoring for Documentum BPM Execution BPM Execution Data BAM Dashboard BAM Simulation Parameters Simulation
5.3 SP4 (Nov-Dec 2006) • Web-based Process Navigator Links to Content in Repository • Access content in repository in Process Context (e.g., click to view the Standard Operating Procedure for each Step in process) • Enable team collaboration for Process Review using DCE BPA Process Navigator Processes, Reports, Blueprints Content Repository DCE Documentum Content Repository
5.3 SP4 (Nov-Dec 2006) Business Process Manager New Features: • Content Mapping Supported in Data Mapper • Improved Handling of Repeating Attributes in Mapper • New Data Mapping Functions • Database Stored Procedure Activity Template • ECI Search Activity Template • Performer Assignment Activity Template • Other New Activity Templates tbd… • Start Migrating Existing Activity Templates (e.g. Start Sub-Process) to “Dynamic” Activity Template Functionality
5.3 SP4 (Nov-Dec 2006) • Content Mapping (to/from): • Content Object • Web Service Message • RDBMS BLOB (DATA for SQLServer) • BOF Module ByteArray • etc.
5.3 SP4 (Nov-Dec 2006) • Stored Procedure Activity Template
5.3 SP4 (Nov-Dec 2006) • Start Sub-process Activity Template Converted to Dynamic Template • Map Objects from Parent to Child Sub-process During Execution Parent Process Child Sub-Process
5.3 SP4 (Nov-Dec 2006) • Static Activity Template Migration to Dynamic
D6 – Unified Process Lifecycle Experience • BPA, BPM, and BAM data Unified in the Documentum Repository • Seamless BPA and BPM Transitions (no more XML export/import) • New Report Engine • State of the Art Tool for both BPA and BAM Reports • Predictive Analytics • OOTB Dashboard Application BPA BPM BAM Documentum Repository
D6 – New Process Data Model • Address Structured Data in Process – Separate from Content Packages • Create, Capture, Manipulate, and Report on Business Data • Unified Business Object Model with BPA and BAM • Enables Analytics on Business Data
D6 – Enhanced Production Workflow • Configurable Task Assignment Rules • Skill Set Matching of Performer to Queue Items • Selective Work Queue Pull (Cherry Picking) • Dynamic Priority Calculations Based on Work Attributes • Customizable Priority Aging Policy • Improved Queue Monitoring Views • Streamlined WDK Task List (Inbox) for High-Performance • New Performer Type: Same Actual Performers As Some Previous Activity • Support Creation of Work Queues from CSV Formats
D6 – Greatly Enhanced BPManager • Multiple Open Processes (MDI) • Open Sub-Processes • Cut/Copy/Paste • Tree Navigation of all Resources • Activity Templates • Process Variables • etc.
D6 – BPS Configuration • Configure Inbound Receive Activities in Business Process Manager • GUI-based Administration and Monitoring • No More config.xml Editing! • No More JAMES for SMTP – Mailbox Polling • Other Misc Changes…
D6 – New Process Client Task and “Case”-Centric vs. Content-Centric Webtop Based on WDK and Forms – Peer Client to Webtop Suitable for Transactional Process and Content Applications Highly Configurable – Inboxes, Task Screens, Search, Case Folders, etc.
D6 – New Process Client How do you configure this…?
D6 - Misc • Performance, Scalability, Reliability • Automated Workflow Agent - J2EE-based, Asynchronous and More Scalable • Automated Exception Handling – Scopes and Compensation Flows • LDAP Activity Template – More? • Better Exposure of Process Versioning Support in BPM • Services Discovery in Repository – Expose as Activity Templates (Content Services Orchestration)
How the Heck Are We Doing All of This!!!?? One of the Largest Product Development Groups Within CM&A (Documentum) Pleasanton (18) Netanya (15) Cambridge (3) Rockville (8) Bangalore (5)
2007 – The Competitive Threat is Clear We have the solution to win!