JFS 2021 - The Process Automation Map
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The document discusses process automation and provides a "Process Automation Map" to help determine the appropriate approach. The map considers factors like process complexity, scale, and whether a process is standard or unique. It suggests different automation approaches may be suitable for different process types. These include commercial off-the-shelf software, low-code development, and tailor-made/pro-code solutions. Case studies are presented showing how various organizations have benefited from process automation.
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JFS 2021 - The Process Automation Map
- 3. Customer experience Jakob Freund at CamundaCon 2019
- 4. Change is the only constant „ We don‘t know what we will need tomorrow. But we do know that we will need something. We have to be able to move quickly! CIO of a German insurance company in 2019
- 5. During the global pandemic, the metric for cloud success isn’t cost-efficiency or even business agility — it’s velocity. The speed of business transformation is the most critical metric for every company recovering from the pandemic and helping its customers recover, as well. Cloud Powers The Adaptive Enterprise, November 2020, Forrester Research, Inc.
- 7. 8
- 8. „…high-performing organizations were consistently twice as likely to exceed these goals [profability, market share, productivity] as low performers.“
- 9. DORA
- 10. -> pro code techniques
- 12. Process automation is a core enabler of digitalization, business agility and velocity Me quoting myself
- 13. Process Automation Benefits Visibility & Confidence: Understand and manage how your business processes run Business Agility: Be able to rapidly change and adapt your business processes Time-to-value: Bring changes to market quicker Operational Efficiency: Automate your business in highly efficient and cost- effective way Scale: Enable your business processes to handle unexpected problems or demand Customer Experience: Satisfy growing customer expectations
- 15. What is process automation?
- 16. My first contact with process automation Order Fulfillment Returned Goods Handling
- 18. A sample business process: onboarding Human Task Management
- 19. A sample business process: onboarding Orchestration Microservices (or services) RPA bots Code Functions …
- 20. Also a business process?
- 21. Software to Build Software (to Automate Processes) Low-Code Developer Friendly Process Automation Task Automation Traditional BPMS iBPMS RPA App Integration Tools Event-Driven Architecture (EDA) Integration Frameworks Batch Jobs Software Development Digital Process Automation (DPA) Workflow engines, process orchestrators, or microservice orchestrators distributed as OSS product, SaaS, or unproductized OSS project Data Pipelines Custom Software Development Zoom in Process Automation Tailor- made Standard processes Software to build Software COTS, ERP, CRM, … https://www.infoworld.com/article/3617928/understanding-the-process-automation-landscape.html
- 22. More guidance please! The process automation map
- 23. Buy Build vs.
- 24. The story goes that many decades ago MCI’s Friends & Family discount plan rapidly gained market share in the US long-distance business because AT&T’s systems couldn’t support a change in rates based on a customer’s “calling circle.” - Gregor Hohpe: Revisiting buy vs. build – 3 traps to avoid Differentiation by standard software?
- 25. Do you need to?
- 26. The Process Automation Map Unique Standard Desired Unnecessary Process Innovation Process e.g. accounting software e.g. onboarding process that needs to include a lot of legacy systems e.g. insurances using telematics data e.g. webshop selling innovative products
- 27. The Process Automation Map Unique Standard Desired Unnecessary Process Innovation Process e.g. accounting software e.g. onboarding process that needs to include a lot of legacy systems e.g. insurances using telematics data e.g. webshop selling innovative products Commercial Off-the-shelf Tailor-Made
- 28. The Process Automation Map Unique Standard Desired Unnecessary Process Innovation Process Process Task Scope e.g. accounting software e.g. onboarding process that needs to include a lot of legacy systems e.g. insurances using telematics data e.g. webshop selling innovative products e.g. automating one single task in a larger process e.g. end-to-end processes like customer onboarding, loan origination, order fulfillment.
- 30. Slow, expensive … … and annoying 3-5 minutes
- 32. RPA
- 34. BUT… Governance Mixing task and process automation
- 35. Task vs. Process Automation https://blog.bernd-ruecker.com/how-to-benefit-from-robotic-process-automation-rpa-9edc04430afa Task Automation Process Automation
- 37. Camunda Con Live 2020 https://blog.bernd-ruecker.com/process-automation- in-harmony-with-rpa-720effdb0513
- 38. The Process Automation Map Unique Standard Desired Unnecessary Process Innovation Process Process Task Scope e.g. accounting software e.g. onboarding process that needs to include a lot of legacy systems e.g. insurances using telematics data e.g. webshop selling innovative products e.g. automating one single task in a larger process e.g. end-to-end processes like customer onboarding, loan origination, order fulfillment.
- 39. Adjust credit limit Verify request Batch e.g. 1 am Batches are orthogonal to the real process! e.g. 11 pm Batch Task Automation Process Automation
- 40. The Process Automation Map Unique Standard Desired Unnecessary Complex Simple Process complexity Process Innovation Process Big Small Scale Process Task Scope Planned Ad-hoc or temporary Project setup e.g. accounting software e.g. onboarding process that needs to include a lot of legacy systems e.g. insurances using telematics data e.g. webshop selling innovative products e.g. integrating one standard cloud system with another e.g. one business department solving a local pain e.g. end-to-end loan origination process invoking lots of other services e.g. lots of applications, people or developers involved. Large volume of instances. e.g. automating one single task in a larger process e.g. end-to-end processes like customer onboarding, loan origination, order fulfillment. e.g. a budgeted IT project resulting in an application having a couple of years life time. e.g. a one-time data adjustment for millions of records
- 42. The Process Automation Map Unique Standard Desired Unnecessary Complex Simple Process complexity Process Innovation Process Big Small Scale Process Task Scope Planned Ad-hoc or temporary Project setup
- 43. 60 Camunda worked immediately, straight out of the box. This solution allows us to show our stakeholders where problems are arising -- adding value without any added coding. Dr. Eric Euerlings Senior Integration Architect Helsana Challenge Switzerland’s largest healthcare insurer needed a quick and compliant way to quickly let customers buy insurance products online. Results with Camunda “ Selling Insurance Online in 2 Days Solution New self-service web portal, let customers verify their identity and purchase products directly online. With the ‘Helsana Process Cockpit’, based on Camunda Optimize, the team can see the status of all applications and automatically alerts internal stakeholders to process issues. applications processed in first 3 months 15.000+ Case Study to complete backend integration 48 hours no new code needed to deliver self-service documentation portal 0 code
- 44. The Process Automation Map Unique Standard Desired Unnecessary Complex Simple Process complexity Process Innovation Process Big Small Scale Process Task Scope Planned Ad-hoc or temporary Project setup
- 45. 62 Solution Seamless integration with the existing Java infrastructure was a key reason Camunda was chosen to drive order execution within 300 ms – even at scale. Simple configurability and process transparency that can be updated as requirements change drove Zalando’s choice of Camunda. Camunda’s open platform supports our individual needs in a way that closed BPM suites just cannot achieve. Our BPMN process models are executed directly, which improved communication between business and development, which also shortens development cycles. Marko Lehn Software Engineering Team Lead Zalando Challenge Zalando is Europe’s largest online platform for fashion, partnering with over 1,500 brands in 15 European markets. Since 2014, every order placed by Zalando’s 16 million customers has been executed by Camunda Platform. Zalando needed to replace a home- grown system that was inflexible and difficult for business stakeholders to use. Results with Camunda “ Zalando adds transparent and predictable order fulfillment at scale… stay calm and shop online Annual online orders processed by Zalando using Camunda 144 million With documented processes that align technical reality and business expectations Process execution time for order completion at scale Case Study 300 ms clarity
- 46. The Process Automation Map Unique Standard Desired Unnecessary Complex Simple Process complexity Process Innovation Process Small Scale Task Scope Ad-hoc or temporary Project setup Big Process Planned
- 47. Process Automation + Microservices Orchestration Checkout Payment Inventory Shipment @berndruecker
- 48. Order Fulfillment Checkout Payment Inventory Shipment @berndruecker Process Automation + Microservices Orchestration @berndruecker
- 49. Unique Standard Desired Unnecessary Complex Simple Process complexity Process Innovation Process Big Small Scale Process Task Scope Planned Ad-hoc or temporary Project setup Sweet Spots Commercial Off-the-shelf Low Code Tailor-Made Pro Code Developer Friendly Tools
- 50. Pro code vs. low code Developers Business folks Process Automation Low code development
- 51. mail@berndruecker.io @berndruecker http://berndruecker.io/ Bernd Ruecker Co-founder and Chief Technologist of Camunda
- 52. Camunda • Source-Available & Developer Friendly • Supports BPMN • Mature tooling, widely adopted • On-prem or cloud • http://camunda.com/
- 53. 73 Many use cases (real-life examples) Industry Pilot Lighthouse Broadscale Sample Clients Cross-Industry Approvals Employee Onboarding Credit Check Microservices Orchestration Centralized Workflow Platform High Throughput E2E Process Automation Legacy BPM Replacement Cloud Native Applications IT Service Orchestration Banking & Finance Asset Management Customer Onboarding Loan Origination & Decisioning ATM Provisioning Enterprise Platform Development Trading Risk Management / Fraud Detection Insurance Audit Customer Onboarding Claim Service & Settlement Policy Underwriting & Contracts Integrated KYC Core System Automation Risk Management / Fraud Detection Telecommunication Online Systems Integration New Product Delivery Cell Tower Provisioning Order Management Contracting, Upgrading, Termination OSS & BSS Open Network Automation Platform (ONAP) Media & Entertainment Website Content Delivery System Process Fallout Subscription Management Licensing Content Distribution Digital Supply Chain New Product Development Fraud Management Manufacturing & High Tech Application prototype Order Execution Payments Servicing Research & Development Embedded Workflow Automation Customer Service Supply Chain
- 54. Your glue code to implement the REST call Your code to provide a REST endpoint
- 55. Example: AMQP
- 56. Technical Example: Apache Kafka Java Spring Boot Application Camunda Cloud Confluent Cloud Kafka Topic Zeebe Worker Via subscription Publish record Kafka Listener Via subscription Correlate to process instance https://github.com/berndruecker/kafka-camunda-spring-simple @berndruecker
- 57. Kafka Connect
- 58. There is much more…
- 60. Unique Standard Desired Unnecessary Complex Simple Process complexity Process Innovation Process Big Small Scale Process Task Scope Planned Ad-hoc or temporary Project setup Sweet Spots Commercial Off-the-shelf Pro Code Developer Friendly Tools Low Code Tailor-Made Developers Business folks
- 61. Velocity matters
- 62. RPA magicians?
- 64. Unique Standard Desired Unnecessary Complex Simple Process complexity Process Innovation Process Big Small Scale Process Task Scope Planned Ad-hoc or temporary Project setup Anti-Patterns
- 65. Unique Standard Desired Unnecessary Complex Simple Process complexity Process Innovation Process Big Small Scale Process Task Scope Planned Ad-hoc or temporary Project setup Anti-Pattern: Fix missing developer bandwith with low-code Low Code Developer Bandwith
- 66. Get Started With Developer-Friendly DPA https://ProcessAutomationBook.com/ Free electronic version available Working code examples