Leveraging BPM Workflows for Accounts Payable Processing
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The document discusses leveraging Oracle BPM workflows to automate accounts payable processing. It describes building a workflow that ingests invoices from WebCenter Content, triggers a BPM approval workflow, and integrates with an ERP system like PeopleSoft. Key steps include developing BPM forms, configuring approval routes, and creating composite applications to call external ERP services. Reporting on processing times and outstanding invoices provides visibility into the automated accounts payable process.
Leveraging BPM Workflows for Accounts Payable Processing
- 1. #C14LV REMINDER Check in on the COLLABORATE mobile app #C14LV Leveraging BPM Workflows for Accounts Payable Processing Prepared By: Brad Bukacek Jr – Fishbowl Solutions Team Lead of WebCenter Content: Imaging & Business Integration
- 2. #C14LV ■ 7+ years in Oracle technologies ▪ Integration Architecture w/ SOA & BPM ▪ Transactional Content Management ▪ J2EE Web Architecture ■ Fishbowl Solutions ▪ Team Lead of Imaging & Business Integration ■ Volunteer for IOUG ▪ Select Journal - Middleware ▪ Collaborate Conference Committee - Middleware
- 3. #C14LV About Fishbowl Solutions Experience ■Over 700 projects since founding in 1999 ■Oracle “Gold” Partner ■Oracle “Public Sector Pillar Partner” Expertise ■Portals and Content Management ■Enterprise Information Management ■Business Process Automation Customer Successes ■Across verticals Award Winning ■Forrester Groundswell Award - Mobile App ■Oracle Excellence Award ■Enterprise 2.0 Blazer ■2009 ECM Architect of the Year
- 4. #C14LV Leading WebCenter Innovations WebCenter Mobile WebCenter Portals & Intranets Google Search Integration 11g Upgrades
- 5. #C14LV Fishbowl Consulting Services + WebCenter Content + Document Management + Digital Asset Management + Image & Process Management + Forms Recognition + WebCenter Portal + Employee Intranets + Vendor or Partner Extranets + Customer Portal + ADF / SOA / BPM + ERP Integrations + Installations, Configuration, Performance Tuning, Solution Design, Development, Implementation + Records Management + Web Content Management + Document Capture + Content Consolidation
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- 7. #C14LV Current State of Accounts Payable
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- 9. #C14LV Customer Use Case ■ City Government ■ Over 100k invoices per year ■ Invoices sent through mail ■ Hard to track invoices (lost invoices) ■ Average 45 days to pay vendors ■ Standard is net 30
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- 11. #C14LV Low Level Automation ■ Invoices processed manually ■ No Change - Scanned & Archived when complete ■ Document Security ■ Reduce misplaced documents ■ Reduce Physical Space
- 12. #C14LV Mid Level Automation ■ Invoices scanned upon receipt ■ Routed for Data Entry and Indexed ■ Benefits: ■ Remove paper from process ■ Speeds up process ■ Data integrity
- 13. #C14LV High Level Automation ■ Indexing process triggers workflow for coding, review and approval ■ Benefits: ■ Speed up approval process via workflow ■ Leads to vendor discounts ■ Reduce late payments ■ Better Visibility.
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- 15. #C14LV Building an Automated Process ■ What tools? ▪ WebCenter Capture ▪ WebCenter Forms Recognition ▪ WebCenter Content: Imaging ■ What about Workflow? ▪ BPM Suite 11g ■ ERP integration
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- 20. #C14LV Oracle BPM Suite 11g
- 21. #C14LV Oracle BPM Suite 11g ■ Uses SOA Suite 11g to support the integration layer ■ Changes can be realized on-demand instead of make changes and re-deploying application ■ Monitor business processes from start to end
- 22. #C14LV BPM Form Development ■ Benefits ■ Declarative Development - More Rapid ■ Metadata-Driven ■ Cons ■ Learning Curve ■ Browser Issues ■ Used for A/P form
- 23. #C14LV Approval Workflow ■ Why is it important? ■ Process Analytics ▪ Track Invoices ▪ Days for approval ■ Integration with ERP system ▪ Complexity depends on ERP system ▪ Data is important
- 24. #C14LV Building the Workflow ■ Ingest document in WebCenter Content: Imaging ■ Input Agent ■ Files: Text, XML, TIFF (Invoice Image) ■ Reads text file via interval ■ Commits document to imaging repository ■ Triggers BPM workflow
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- 29. #C14LV Composite Application ■ Voucher Creation into PeopleSoft ■ Web Services ■ Staging Tables ■ BPM calls external service ■ SOA composite application ■ Asynchronous ■ Error Handling
- 31. #C14LV Reporting ■ Business Activity Monitoring ■ Transactional data from approval workflow ■ Type of Reports: ■ Days of Processing ■ Types of Invoices ■ Outstanding Invoices ■ Tracking Approvals
- 32. #C14LV Good to know ■ Integration of many different products ■ Understand impact of workflow changes ■ Define trackable data throughout the process ■ Approver ■ Invoice # ■ etc.
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- 34. #C14LV twitter: @bbukacek Contact Me Brad Bukacek Jr. Team Lead | Fishbowl Solutions Minneapolis, MN bbukacek@fishbowlsolutions.com
- 35. #C14LV#C14LV Please complete the session evaluation on the mobile app We appreciate your feedback and insight This box will have simplified instructions about how to complete the session evaluation online
Editor's Notes
- #2: Good Afternoon and Welcome! I want to thank you all for being here today. This is my second straight year presenting here and have thoroughly enjoyed being here in a much warmer location than Minneapolis! It’s an honor to be here representing IOUG and being part of a wonderful conference.
- #5: Our current software and services initiatives for Oracle WebCenter are shown here. We have recently been focused on developing products that provide Oracle WebCenter customers with new ways to contribute content. This includes solutions for Mobile ECM, extending Oracle WebCenter capabilities to iPhone, iPad and Android devices. Additionally, we have products that provide robust batch load capabilities of digital assets and then providing users with interactive ways to tag and group photographs, illustrations, and other creative assets. And our SharePoint connector provides users of both SharePoint and Oracle WebCenter Content with that desired SharePoint front-end collaboration and content contribution backed by the power of Oracle and finally the topic of today’s discussion the Google Search Appliance connector to enable WebCenter customers to harness the power of Google Search within WebCenter Content.
- #7: Talking about AP Processing - Last year spent working on these projects - Highly complex
- #9: Organizations owning ERP systems (EBS & PeopleSoft) – Manage & maintain information for many lines of business. Invest a lot of time and money in these systems Main module - A/P - Financial information Provides lots of features for businesses but no flexibility.
- #11: 3 levels of automation (low, mid, high) start slow and improve over time It depends on how you want to start and where. - Paper to Paperless - Achieve high ROI Can the business process be changed? Have to be open to change in process. Centralized A/P, approval workflow change. Implementing technology will not help solve the problem.
- #17: WebCenter Capture
- #18: Forms Recognition
- #20: Many important areas like capture, forms and etc but more importantly - approval workflow being done manually - inefficient and hard to track
- #21: Overview What is important? Business analysts can define workflow Hand to developer for coding Standards-Based Developed using BPMN and BPEL syntax