Designing Process-Based Applications
7 likes2,041 views
The document discusses the design and implementation of process-based applications, emphasizing capabilities, platforms, and expected benefits. It outlines the integration of components for improved collaboration, compliance, and analytics, while targeting complex knowledge work environments. Key design goals include agility, improved efficiency, and enhanced user experience through configuration rather than customization.
Designing Process-Based Applications
- 1. Sandy Kemsley l www.column2.com l @skemsley Designing Process- Based Applications AWD ADVANCE London 2014
- 2. Agenda l What’s in a process-based application? l Capabilities l Platform and application layers l Targets for process-based applications l Knowledge work l Expected benefits l Designing for agility l Exploiting platform capabilities l Configuration, not customization Copyright Kemsley Design Ltd., 2014
- 3. What’s In A Process Application? Process App Process Mgmt Capture Content Mgmt External Events Rules/ Best Practices User Exper- ience Collab- oration Analytics Copyright Kemsley Design Ltd., 2014
- 4. Combining Integrated Components 4 Customer Information Ad hoc Tasks & Collaboration Predefined Processes Events Compliance & Rules Analytics & Recommendations Copyright Kemsley Design Ltd., 2014
- 5. Competing/Complementary Product Categories Content • Capture • ECM • Correspondence mgmt Process • BPM • Case mgmt Analytics • Business intelligence • Realtime analytics User Experience • Social enterprise • Portals Copyright Kemsley Design Ltd., 2014
- 6. Designing For Agile Delivery Copyright Kemsley Design Ltd., 2014 Process App Platform (Vendor) App A (Vendor) AppA/Instance1 AppAInstance2 App C (Partner) AppC/Instance1 App B (In-house) AppB/Instance1 AppB/Instance2 AppB/Instance3 Configure and deploy Buy and/or build Buy Common InfrastructurePre-existing
- 7. Process Application Targets l Complex knowledge worker environment l Multiple systems required to get job done l Manual workarounds and data transcription l Excessive customization by specialists l Systems can’t respond to changing needs l Inability to replatform to cloud and/or mobile l Insufficient incorporation of best practices l Long training time l High error rates and compliance risk l No predictions/recommendations Copyright Kemsley Design Ltd., 2014
- 8. Process Application Targets Copyright Kemsley Design Ltd., 2014 How current issues impact your business Efficiency Accuracy Competitive Advantage Multiple systems required ✔ Manual workarounds required ✔ ✔ Inflexible systems ✔ Lack of cloud/mobile support ✔ ✔ Long training ✔ ✔ High error rates ✔ ✔ No predictive analytics ✔ ✔ ✔
- 9. Complex Requirements l Structured standard/regulatory processes l Ad hoc tasks/processes l Rules for compliance and best practices l Informational context via content/analytics l Events from external systems/devices l Participants and personas l Internal/external collaboration l Metrics and analytics Copyright Kemsley Design Ltd., 2014
- 10. Example: Loan Origination l Predefined processes and rules for compliance l Customer relationship information as context l Ad hoc tasks and on-demand collaboration for exception handling, constrained by declarative rules l Customer as participant with limited functionality l Predictive recommendations based on customer and aggregate loan data Copyright Kemsley Design Ltd., 2014
- 11. Design Goals l Integrated environment for all functions l Goal: improved work efficiency and automation l Domain knowledge and best practices l Goal: improved work quality l Configuration-only deployment l Goal: rapid deployment, business ownership l Integrated analytics l Goal: improved insights and recommendations Copyright Kemsley Design Ltd., 2014
- 12. Designing Core Capabilities l Common reusable functions/structures l Data/case models l Organizational models l Pre-defined processes and checklists l Organization-wide rules l Regulatory/compliance requirements l Industry best practices l Auditing and logging l Analytics and reporting infrastructure l Platform support l Cloud and mobile Copyright Kemsley Design Ltd., 2014
- 13. Designing Configurability l Functionality l Models and templates l Processes l Rules l Participants l Personas and roles l Access control, including mobile l User experience l Branding l Personalization Copyright Kemsley Design Ltd., 2014
- 14. Deployment Configuration l Configured by semi-technical analyst l Guides for instance-specific configuration l Creation of environments for user personas l Creation of templates for standard functions l Personalization by end-user l Layout personalization l Creation and sharing of templates/checklists Copyright Kemsley Design Ltd., 2014
- 15. Sandy Kemsley Kemsley Design Ltd. email: sandy@kemsleydesign.com blog: www.column2.com twitter: @skemsley Copyright Kemsley Design Ltd., 2014 Slides at www.slideshare.net/skemsley