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Make Your Business More Flexible with Scalable
      Business Process Management Solutions
Agenda


• Architecture for scalable BPM solutions
  – Introduction
  – The role and shortcomings of SOA
  – Integrating legacy applications with the BPMS
  – Building high-performance BPM solutions
  – The role of a business rules management system
    in your architecture
  – Architecture to support event-driven business
    processes to reduce latency in business processes
    and the company as a whole
                                                        2
Our Speaker


Eric Roch
• GM and Chief Technologist for Perficient’s Enterprise
   Application Integration practice
• 25+ years of experience in Information Technology
• Previous roles include: executive level management,
   technical architect, and software development in top tier
   technology organizations including TIBCO Software and
   Deloitte Consulting.
• Strategic planning and commercialization of
   methodologies and software
• Technical architecture for multi-platform application and
   systems integration at organizations.
• Guest speaker and author

Find this and other free webinars and presentations at
    www.Perficient.com/webinars



                                                                         3
Architecture Consistency

 Accidental                                     Layered
    Rigid                                      Extensible
Silo-Oriented                               Service-Oriented




Value in reusable services and also architecture consistency

                                                               4
Barriers to the goal


• Information throughout
  the enterprise
• Silos of data
• Decentralized control
• No one single solution
• No cohesive strategy
• Legacy systems difficult
  to make part of the
  strategy

                                               5
                                                   5
SOA Facts

• SOA is about architecture
• Does not implicitly improve governance, IT
  strategy, or business alignment
• In practice is often lead by IT architects with
  little business input or impact
• Top-down, strategic SOA has been
  disappointing
• There is more to building modern application
  than SOA
• Total modern architecture includes SOA,
  BPM, data management, EDA, legacy
  modernization and Web 2.0 technologies
SOA Entry Points


•   Process innovation and
    optimization via BPM
•   SOA for application integration
•   SOA as enabling infrastructure –
    portals, information
    management, reusable software
    components
•   SOA connectivity –
    B2B, portal, multi-channel
•   Information management –
    information as a service, business
    intelligence, master data
    management
                 Pick the path to quick wins and ROI
                                                                 7
Enterprise Service Bus


          Services Backbone               •      Connect      •      Mediate
         Enterprise Service Bus           •      Transport    •      Event notification
                 (ESB)                    •      Route        •      Exception Handling




                                      Enterprise Service Bus (ESB)
                          SOAP/HTTP




                                               SOAP/JMS




                                                                                           EMS/JMS
          HTTP/S




                                                                               SMTP
HTTP




                                                             FTP




                                                                                                     EDI
          Check          Check                               Alert
Place                                         Credit                         Process       Notify     Issue
         Customer        Quantit                             Large
Order                                         Check                           Order       Customer   Invoice
         Account           y                                 Order



        Abstract the data format and the behavior of legacy systems
                                                                                                               8
The SOA Information Gap



―SOA by itself does nothing to address the
question of how data should be managed within
this architecture. ... data remains fragmented
despite the best efforts to rationalize it. This
issue is motivating the creation of a new class
of middleware that Forrester calls the
information fabric.‖

   The Forrester Report Information Fabric:
        Enterprise Data Virtualization

"You will waste your investment in SOA unless
you have enterprise information that SOA can
exploit."
                        Gartner

                                                               9
Data Virtualization Layer

          Create Quote                                        Create Estimate
          Process Flow                                        Process Flow


Trigger                                            Trigger




                                  Information as a Service
                                        (Shared Metadata)
                          Legacy                                       Packaged
                         Application                                   Application
                                            Data
                                       Warehouse



     •     Data federation for consistent packaging of data
     •     Leverages understanding of metadata relationships
     •     Applies consistent rules to data
     •     Centralized control and maintenance
     •     Flexibility to change information sources and formats
Business Process Management and Workflow

•   The term Business Process Management refers to
    activities performed by businesses to optimize and
    adapt their processes.
•   Although it can be said that organizations have
    always been using BPM, a new impetus based on the
    advent of software tools which allow for
    • Direct execution of the business processes without a
      costly and time intensive development of the required
      software.
    • In addition, these tools can also monitor the execution
      of the business processes, providing managers of an
      organization with the means to analyze their
      performance and make changes to the original
      processes in real-time

•   BPM has a tight link to componentized and service
    oriented IT architecture
                                                                11
BPM and Services




                                               Human Task
                                                                                   Human Task
                                                   D
                                                                                       C
                       Human Task                           Human Task
Workflow      Invoke
                           A
                                      Invoke
                                                                F
                                                                          Invoke

                                                                                   Human Task
                                                 Invoke                                B



            Service                 Service    Service                   Service
              X                       Y          Z                         U

           • Workflows implement business processes
           • Workflow engine navigates the network of activities
           • Typically invoking automatic (service choreography) or manual activities
           • Mostly visual programming/modeling
                                                                                                12
Process Orchestration Layer - BPMS


• Designer and repository
• Execution engine
• Database – case state
• Database – case history                    Execution
                                              Engine
• Case history reporting –
  KPIs, task timings,
  timings by role
• Starting a new case is         Design        State     Process

  resource intensive           Repository   Management   History




                                                                   13
Scaling BPM Application Architecture

• Does not burden BPMS
  engine with complex
  business logic
• Does not add business
  data to BPMS state
  database
• Application and
  presentation layers are
  needed
• The application layer
  manages events and
  transaction state




                                                              14
BRMS Architecture


• Manages the lifecycle of
  the rules
• Author rules
• Execute stateless rules
• Statistical reports about
  rule execution
• Rule execution is
  embedded in business
  applications – e.g. a
  decision service
                                             15
Using BRMS in BPMS
                                         BPMS
• Lifecycle of rules are
  external to the BPMS
• Business processes
  “call” rules e.g. via
  services
                             Rule
• Rules make a stateless   Authoring              Rule
                                                 Engine
  decision
• Rules have to have a
  driving workflow or
  application
                                                  Rule
                                                Repository
Event-driven Architecture


• Event-driven architecture (EDA) is a
  software architecture pattern
  promoting the production,
  detection, consumption of, and
  reaction to events
• Complex event processing (CEP)
  consists in processing many events
  happening across all the layers of an
  organization, identifying the most
  meaningful events within the event
  cloud, analyzing their impact, and
  taking subsequent action in real
  time.


                                                                  17
CEP Architecture
                                                                                                  Fine-grain
• Consistent operational                                                    CEP
                                                                                                Business Events
                                                                           Engine
  rules applied to business
  events                                   Concept
                                            State
• Declarative rules and
  implicit state management             Rule
• Event driven, non-linear,             Bases

  closed-loop, agile business                        Logical Events – Notifications, Consequences Actions
                                                                   BPMS                                        ESB
  processes                                                                                                   Event
                                                                                                            Channel(s)
• Component failure (fine
  grain) – outage (logical
  /predictive)
                 Flexible Workflows

                   Integration and
                                                                     SOA
                Business Components


                  System(s) of Record                       Business Applications

                                                                                                                  18
CEP High-level Architecture Patterns

•   Situation awareness is about
    "knowing" the state of the
    product, person, document, or
    entity of interest at any point
    in time.
•   Sense and respond is about
    detecting some significant fact
    about the product, person,
    document or entity of
    interest, and responding
    accordingly
•   Track and trace is about
    tracking the product, person,
    document or entity of interest
    over time and tracing
    pertinent facts
CEP Benefits


• CEP will manage events, state transitions, and event
  correlation reducing code in the application layer
   – Control logic
   – Persistence logic
   – Business Rules
• Correlated events will drive business processes
• The same events can drive operational efficiencies and longer-
  term strategic decision support
• Rules are less complex with the event driven concepts
   – Persistent business objects
   – Known context of the event


                                                                   20
Business Events and BPM Roadmap


• Target critical business events
• Identify candidate business (sub)process
  to automate – benefits/pain-points
• Inventory relevant events, rules and
  concepts
• Project LoE(s) and Roadmap
• Integrate systems used in key business
  processes – event enable
• Define process activities
• Mine candidate rules
• Model events, rules and concepts
• Iterate through business processes
Contacts


• Contacts
  – www.perficient.com
  – Eric.Roch@perficient.com
  – Blog: http://it.toolbox.com/blogs/the-soa-blog/
     • Google “SOA blog”
  – Lindedin SOA SIG Group:
    http://www.linkedin.com/groups?gid=36604




                                                      22
Follow Perficient Online




                  Perficient.com/SocialMedia

           Daily unique content about content
           management, user experience, portals and
           other enterprise information technology
           solutions across a variety of industries.


Twitter.com/Perficient                  Facebook.com/Perficient
About Perficient




Perficient is a leading information technology consulting firm serving
clients throughout North America.

We help clients implement business-driven technology solutions that
integrate business processes, improve worker productivity, increase
customer loyalty and create a more agile enterprise to better respond
to new business opportunities.
PRFT Profile
   Founded in 1997

   Public, NASDAQ: PRFT

   2010 Revenue of $215 million

   20 major market locations throughout North America
     — Atlanta, Austin, Charlotte, Chicago, Cincinnati, Cleveland,
       Columbus, Dallas, Denver, Detroit, Fairfax, Houston,
       Indianapolis, Minneapolis, New Orleans, Philadelphia, San
       Francisco, San Jose, St. Louis and Toronto


   1,500+ colleagues

   Dedicated solution practices

   500+ enterprise clients (2010) and 85% repeat business
    rate

   Alliance partnerships with major technology vendors

   Multiple vendor/industry technology and growth awards
Our Solutions Expertise & Services

Business-Driven Solutions              Perficient Services
• Enterprise Portals                    End-to-End Solution Delivery
• SOA and Business Process              IT Strategic Consulting
  Management                            IT Architecture Planning
• Business Intelligence                 Business Process & Workflow
• User-Centered Custom Applications       Consulting
• CRM Solutions                         Usability and UI Consulting
• Enterprise Performance Management     Custom Application Development
• Customer Self-Service                 Offshore Development
• eCommerce & Product Information       Package Selection, Implementation
  Management                              and Integration
• Enterprise Content Management         Architecture & Application Migrations
• Industry-Specific Solutions           Education
• Mobile Technology
• Security Assessments
                       Perficient brings deep solutions expertise and offers
                       a complete set of flexible services to help clients
                       implement business-driven IT solutions                  26
Thank You!

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Make Your Business More Flexible with Scalable Business Process Management Solutions

  • 1. Make Your Business More Flexible with Scalable Business Process Management Solutions
  • 2. Agenda • Architecture for scalable BPM solutions – Introduction – The role and shortcomings of SOA – Integrating legacy applications with the BPMS – Building high-performance BPM solutions – The role of a business rules management system in your architecture – Architecture to support event-driven business processes to reduce latency in business processes and the company as a whole 2
  • 3. Our Speaker Eric Roch • GM and Chief Technologist for Perficient’s Enterprise Application Integration practice • 25+ years of experience in Information Technology • Previous roles include: executive level management, technical architect, and software development in top tier technology organizations including TIBCO Software and Deloitte Consulting. • Strategic planning and commercialization of methodologies and software • Technical architecture for multi-platform application and systems integration at organizations. • Guest speaker and author Find this and other free webinars and presentations at www.Perficient.com/webinars 3
  • 4. Architecture Consistency Accidental Layered Rigid Extensible Silo-Oriented Service-Oriented Value in reusable services and also architecture consistency 4
  • 5. Barriers to the goal • Information throughout the enterprise • Silos of data • Decentralized control • No one single solution • No cohesive strategy • Legacy systems difficult to make part of the strategy 5 5
  • 6. SOA Facts • SOA is about architecture • Does not implicitly improve governance, IT strategy, or business alignment • In practice is often lead by IT architects with little business input or impact • Top-down, strategic SOA has been disappointing • There is more to building modern application than SOA • Total modern architecture includes SOA, BPM, data management, EDA, legacy modernization and Web 2.0 technologies
  • 7. SOA Entry Points • Process innovation and optimization via BPM • SOA for application integration • SOA as enabling infrastructure – portals, information management, reusable software components • SOA connectivity – B2B, portal, multi-channel • Information management – information as a service, business intelligence, master data management Pick the path to quick wins and ROI 7
  • 8. Enterprise Service Bus Services Backbone • Connect • Mediate Enterprise Service Bus • Transport • Event notification (ESB) • Route • Exception Handling Enterprise Service Bus (ESB) SOAP/HTTP SOAP/JMS EMS/JMS HTTP/S SMTP HTTP FTP EDI Check Check Alert Place Credit Process Notify Issue Customer Quantit Large Order Check Order Customer Invoice Account y Order Abstract the data format and the behavior of legacy systems 8
  • 9. The SOA Information Gap ―SOA by itself does nothing to address the question of how data should be managed within this architecture. ... data remains fragmented despite the best efforts to rationalize it. This issue is motivating the creation of a new class of middleware that Forrester calls the information fabric.‖ The Forrester Report Information Fabric: Enterprise Data Virtualization "You will waste your investment in SOA unless you have enterprise information that SOA can exploit." Gartner 9
  • 10. Data Virtualization Layer Create Quote Create Estimate Process Flow Process Flow Trigger Trigger Information as a Service (Shared Metadata) Legacy Packaged Application Application Data Warehouse • Data federation for consistent packaging of data • Leverages understanding of metadata relationships • Applies consistent rules to data • Centralized control and maintenance • Flexibility to change information sources and formats
  • 11. Business Process Management and Workflow • The term Business Process Management refers to activities performed by businesses to optimize and adapt their processes. • Although it can be said that organizations have always been using BPM, a new impetus based on the advent of software tools which allow for • Direct execution of the business processes without a costly and time intensive development of the required software. • In addition, these tools can also monitor the execution of the business processes, providing managers of an organization with the means to analyze their performance and make changes to the original processes in real-time • BPM has a tight link to componentized and service oriented IT architecture 11
  • 12. BPM and Services Human Task Human Task D C Human Task Human Task Workflow Invoke A Invoke F Invoke Human Task Invoke B Service Service Service Service X Y Z U • Workflows implement business processes • Workflow engine navigates the network of activities • Typically invoking automatic (service choreography) or manual activities • Mostly visual programming/modeling 12
  • 13. Process Orchestration Layer - BPMS • Designer and repository • Execution engine • Database – case state • Database – case history Execution Engine • Case history reporting – KPIs, task timings, timings by role • Starting a new case is Design State Process resource intensive Repository Management History 13
  • 14. Scaling BPM Application Architecture • Does not burden BPMS engine with complex business logic • Does not add business data to BPMS state database • Application and presentation layers are needed • The application layer manages events and transaction state 14
  • 15. BRMS Architecture • Manages the lifecycle of the rules • Author rules • Execute stateless rules • Statistical reports about rule execution • Rule execution is embedded in business applications – e.g. a decision service 15
  • 16. Using BRMS in BPMS BPMS • Lifecycle of rules are external to the BPMS • Business processes “call” rules e.g. via services Rule • Rules make a stateless Authoring Rule Engine decision • Rules have to have a driving workflow or application Rule Repository
  • 17. Event-driven Architecture • Event-driven architecture (EDA) is a software architecture pattern promoting the production, detection, consumption of, and reaction to events • Complex event processing (CEP) consists in processing many events happening across all the layers of an organization, identifying the most meaningful events within the event cloud, analyzing their impact, and taking subsequent action in real time. 17
  • 18. CEP Architecture Fine-grain • Consistent operational CEP Business Events Engine rules applied to business events Concept State • Declarative rules and implicit state management Rule • Event driven, non-linear, Bases closed-loop, agile business Logical Events – Notifications, Consequences Actions BPMS ESB processes Event Channel(s) • Component failure (fine grain) – outage (logical /predictive) Flexible Workflows Integration and SOA Business Components System(s) of Record Business Applications 18
  • 19. CEP High-level Architecture Patterns • Situation awareness is about "knowing" the state of the product, person, document, or entity of interest at any point in time. • Sense and respond is about detecting some significant fact about the product, person, document or entity of interest, and responding accordingly • Track and trace is about tracking the product, person, document or entity of interest over time and tracing pertinent facts
  • 20. CEP Benefits • CEP will manage events, state transitions, and event correlation reducing code in the application layer – Control logic – Persistence logic – Business Rules • Correlated events will drive business processes • The same events can drive operational efficiencies and longer- term strategic decision support • Rules are less complex with the event driven concepts – Persistent business objects – Known context of the event 20
  • 21. Business Events and BPM Roadmap • Target critical business events • Identify candidate business (sub)process to automate – benefits/pain-points • Inventory relevant events, rules and concepts • Project LoE(s) and Roadmap • Integrate systems used in key business processes – event enable • Define process activities • Mine candidate rules • Model events, rules and concepts • Iterate through business processes
  • 22. Contacts • Contacts – www.perficient.com – Eric.Roch@perficient.com – Blog: http://it.toolbox.com/blogs/the-soa-blog/ • Google “SOA blog” – Lindedin SOA SIG Group: http://www.linkedin.com/groups?gid=36604 22
  • 23. Follow Perficient Online Perficient.com/SocialMedia Daily unique content about content management, user experience, portals and other enterprise information technology solutions across a variety of industries. Twitter.com/Perficient Facebook.com/Perficient
  • 24. About Perficient Perficient is a leading information technology consulting firm serving clients throughout North America. We help clients implement business-driven technology solutions that integrate business processes, improve worker productivity, increase customer loyalty and create a more agile enterprise to better respond to new business opportunities.
  • 25. PRFT Profile  Founded in 1997  Public, NASDAQ: PRFT  2010 Revenue of $215 million  20 major market locations throughout North America — Atlanta, Austin, Charlotte, Chicago, Cincinnati, Cleveland, Columbus, Dallas, Denver, Detroit, Fairfax, Houston, Indianapolis, Minneapolis, New Orleans, Philadelphia, San Francisco, San Jose, St. Louis and Toronto  1,500+ colleagues  Dedicated solution practices  500+ enterprise clients (2010) and 85% repeat business rate  Alliance partnerships with major technology vendors  Multiple vendor/industry technology and growth awards
  • 26. Our Solutions Expertise & Services Business-Driven Solutions Perficient Services • Enterprise Portals  End-to-End Solution Delivery • SOA and Business Process  IT Strategic Consulting Management  IT Architecture Planning • Business Intelligence  Business Process & Workflow • User-Centered Custom Applications Consulting • CRM Solutions  Usability and UI Consulting • Enterprise Performance Management  Custom Application Development • Customer Self-Service  Offshore Development • eCommerce & Product Information  Package Selection, Implementation Management and Integration • Enterprise Content Management  Architecture & Application Migrations • Industry-Specific Solutions  Education • Mobile Technology • Security Assessments Perficient brings deep solutions expertise and offers a complete set of flexible services to help clients implement business-driven IT solutions 26