WebSphere Dynamic Process Edition Employee Payroll On Boarding Scenario

1. WebSphere Dynamic Process EditionEmployee Payroll On Boarding Scenario Better Enterprises Employee Payroll On-Boarding focus Initial Sales Lead-out demo

2. Scenario Usage • First scenario will be an all-purpose scenario. Agreed to use the Payroll process of 'Employee Payroll On-boarding' based on the ADP POC. • Presentations will be developed for industry specific content that tells the WDPE story, explains the business value and makes the tie in to the physical demo (Owner: marketing). Initial thoughts are: • 3 Industries to start: Insurance, Banking, and TELCO (built by SMEs) • Flash video adapted (touched up) from the Demo will be embedded in the Powerpoint (ppt) to make the tie in to the Demo • Scenario will be used for a variety of purposes. Each purpose to meet different objectives through the use of many different views/slices/perspectives into the scenario. Possible uses: • Initial (Sales Lead-out) demo will be a LOB demo approximately 20 minutes long that piques interest (Sales Objectives) • Additional views that show E2E Enterprise BPM, 6.1.2 features and individual product capabilities (Sales, Marketing & BPM Objectives) • Purple Thread Demo that builds a subset of artifacts (Tech Sales Objectives) • Sample View (Product / Development Objectives) • Tutorial View (Consumability Objectives)

3. Initial Sales Lead-out Demo • This storyboard is for the build-out of the Sales Lead-out demo. • The purpose of this demo is to pique interest early in the sales cycle by generating awareness, illustrating capability, pizzazz, and how IBM’s WDPE works. • The demo must quickly differentiate IBM from the competitors by showing how our WDPE software can handle process variability, flexibility, agility, and dynamicity.

4. Purpose and Criteria • Early in Sales Cycle (Awareness or Influence phase) • Work product: Camtasia or Interactive Flash • 15 to 20 minutes, delivered per role in the demo • Who: Sales and Tech Sales • Show User Experience through: • Processing instance- A baseline process running end to end • Illustrate classic Fabric Variability / Change (see immediate impact to Business User) • Dynamic process construction. Processes built from a selected list of sub-processes/process (ADP Demo) • Exception Management (Regulatory or Compliance) & Monitoring

5. High Level Storyline

6. Better Enterprise Storyline • Focus for this demo is on the Payroll aspect of the Employee Onboard process within a fictitious multi-national enterprise, Better Enterprises. • The payroll on-boarding process is used worldwide for each subsidiary and geographic location. • The Employee Payroll On Boarding is different for each subsidiary and each geography. • Some Payroll Tasks are choices (selectable) for the subsidiaries • Some Payroll Tasks are required for a geography regardless of subsidiary and set at HQ level • Some Payroll Tasks are performed by different systems for different subsidiaries (such as acquisitions w/ different payroll systems). These are set at HQ level.

7. Easy Choice The IT dept had options on how to build the Employee Payroll On Boarding business function • Many processes modeled per subsidiary and geography vs. • One process modeled with select-ability and variability built in The Problem: How to quickly implement, change and manage business applications and processes for a diverse set of business variabilityThe Solution: Build a process that is configurable, flexible and dynamic using WDPE.

8. WDPE – Need help on the Business Variable to set Channels: Web, IVR, M2M, Batch • Policies: (Affect the behavior of the processes) • For When Then construct • For Employee On-boarding Business Service, When Hiring Level and Salary Range Overage Max, Then (Exception Path) • Need a policy per outcome • Hiring Level: Normal, Advisory, Frozen • % above Max Salary Range > No. • Business RULE: Decision Table to Determine Salary In Range • Is Salary Above Range and return % Roles: Employee, Hiring Manager, Subsidiary Payroll Worker/Manager, Employee On-Boarding Process Analyst Subscriptions (or Entitlements) Employee Payroll On Boarding Organization:Subsidiaries & Geographies Assertions (aka Facts) • Tax Withholding • Florida uses FL_wh_service • NC uses NC_wh_service • Other 48 use wh_service • Subsidiary ABC uses ABCPayrollSystem • Maine only supports Web • For NC – provided company insurance is taxed • wh_fl supports Executive levels Determine Entitlements Complete Employee Tasks…. Licenses and Certifications

9. WDPE Policies

10. End User Roles • Subsidiary On-boarding Employee (New Employee) • Note* (This is the new employee that is being on-boarded) • Completes the employee’s tasks that are part of payroll on-boarding • Subsidiary Payroll Dept Employee (Process Configuration) • Set’s up the selectable processes that are pertinent at the subsidiary / geography level • See impact of change immediately • Monitors based on their subsidiary and geography ((# of Employees, % completion cost, status etc..) • Hiring Manager (Exception Handling) • Works through Exception/Compliance issue • Monitors Exceptions and takes action • Employee On-Boarding Process Analyst (Monitor, Process Variability) • Set’s up the process that are options at the HQ level through business rules and policy business variables • Monitors overall (# of Employees total, per subsidiary, per geography) • What role at what location through what channel based on what policy….Is supported by what systems (what services called) • Impact Analysis • Visibility in the policies business variables that affect the payroll processess

11. Story line – demo starts with the baseline processing • Employee On-Boarding Process Analyst Business Space with the base line process. • Set’s the stage • Use business space to give background • Highlight the state of the business through monitor • Highlight the model of the base process within the business space • Highlight policies and give background (Highlight additional variability with policies and business variables that affect the process. HR responding to business pressures can impose a hiring freeze. This implemented through Policies (Show Image)) So now that we given you some background and shown you from the HQ business perspective, let’s show you how this looks from an on-boarding employee’s perspective. On-boarding Non-FL US Employee ‘A’ using the base line process • Note *Use Lotus Forms instead jsp for human tasks • They see where they are in their process

12. Story line – Next w/ configurable dynamic processing Better Enterprises has an acquisition. This new acquisition has a different payroll system, is in another geography and will require a deviation from the basic standard process. Better Enterprises also has the requirement to allow the process to be configurable: • HQ would like to configure tasks that are across subsidiaries, specific for a subsidiary or geography • Payroll Managers from each subsidiary would like to configure their own employee on-boarding processes with out going to IT. (Talking Point and E2E storyboard – Pub Server, Modeler, Traceability, etc. Updated UI. IT will configure the web and business service but that does not need to highlighted here. IT will build using WDPE.) • Subsidiary Payroll Dept Employee or Manager can now configure their employee payroll on-boarding process. • Show in business space using forms selecting the subsidiary options and monitor • Highlight the configurability of the process • Highlight that the subsidiary can not change that they will be using a different payroll system (black box to them)

13. Story line – see the change, handle exceptions • On-boarding ‘FL’ Employee ‘B’ using the different process. • Note *Use Lotus Forms instead jsp for human tasks • They see the modified forms specific to the subsidiary that highlights that this process has been configured at several levels • Highlight the Assertion set at HQ level that shows the employee a diff Tax Withholding form (FL label) • Highlight the Assertion set at HQ level that shows the employee a diff Licenses/Certification form for a different payroll system • Highlight the Configuration set at Subsidiary Level, this employee does not have a direct deposit form Talking Point/Transition Slide to show HR responding to business pressures by imposing a hiring freeze. This implemented through Policies (Show Image) Mean While – A Hiring Manager for the new acquisition tries to hire Applicant C but this time there is an exception / alert caused by the compliance issue with the Policy we showed you on the BPM (HR Frozen Tundra) • Hiring Manager receives the alert on their iPhone (Mobility messaging – blackberry, desktop gadgets, etc..) Works through the compliance issue using BPM Work Flow in Business Space. • Showing the business space for the hiring manager with a different form for applicant hiring • Handling was automated, the applicants record was archived, reqs are suspended, alert sent etc… • End of demo – alert on iphone that hiring was turned down.

14. High Level Initial Business Space Design by Role

15. Business Space: Employee On-Boarding Process Analyst • Monitors overall Process (KPI on business processes) • Impact Analysis through Dim Analysis - What role at what location through what channel based on what policy….Is supported by what systems (what services called) • Diagrams showing base processes at an enterprise level • Process Diagram – Can see overall process. • Business Variables and Business Rule Views (determines variables to set at HQ (geography) level) • Dashboard • Business Overview – KPIs, Alerts, (what else to make pretty ?? – Lab Map) • Analysis Tab – Dim Analysis, Impact Analysis, Flash Diagram w/ Analysis ??? • Agility Tab – Policy Business Variables, Business Rules, Process Diagram to explain (Chris) • Dashboard Mgmt – KPI Manager, Alert Manager

16. The New Employee ‘A’ • The new employee in the US, US completing the employee base payroll on-boarding process • One tab/page only • HumanWorkFlow Views to see tasks concerning employee on-boarding • Lotus Forms to complete tasks • Dashboard (based on the new employee) • KPI - # of tasks, % completed

17. Business Space: Subsidiary BSE Inc., Payroll Dept Employee • Payroll Employee or Manager for BSE Inc, A Europe based subsidiary of Better Enterprises • Configuration View using Lotus Forms to select the sub-processes/processes for their Subsidiary • Dashboard (based on the subsidiary) • Payroll Dept Overview Tab – KPI, Alerts, Map of Subsidairy w/ # of employees • Configuration Tab – (Process in Flash), Forms to configure

18. The New Employee ‘B’ • The new employee in the FL, US completing the employee payroll on-boarding tasks for ‘BSE subsidiary • One tab/page only • HumanWorkFlow Views to see tasks concerning employee on-boarding • Lotus Forms to complete tasks with different forms for the tasks that are configurable to highlight different payroll, missing options that are opted out, etc.. Must show some difference from Employee A, and the difference is due to a different underlying service being chosen. • Dashboard (based on the new employee) • KPI - # of tasks, % completed

19. Business Space: Hiring Manager 1 tab design • HumanWF Views to see tasks concerning my tasks, my teams, etc.. (pull from better finance) • Lotus Forms to deal with new (w/ signature) • Dashboard (based on the subsidiary) • Alerts – New Hire for job req #A871234 rejected (work on wording) • iPhone - Alert