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Process Automation Overview
                          Process Automation Overview


                                    dscf@computants.org
Process Automation
        Process Automation – Business
Business Overview Presented By:


                      Overview
            519.702.0311


  Dominic Fernandez
  Principal Consultant
                               http://www.computants.org/




  1      http://www.computants.org/ 1.519.702.0311 dscf@computants.org
Process Automation Overview

     Change is Accelerating . . … Will You Keep Up?
                                                CEOs Worry About Their
                                                Business Agility
                                                98% of CEOs expect their
                                                business models will need to
                                                change
                                                     Agile businesses have 29%
                                                     higher earnings per share.




                                                 Source: Business Technology Management Institute


“We have seen more change in the last ten years than in the
previous 90.” Ad F. Scheepbouwer, CEO KPN Telecom
Source: IBM Global CEO Study 2008

 2        http://www.computants.org/ 1.519.702.0311 dscf@computants.org
Process Automation Overview

       Organizations are constantly “raising the bar”
    by continuously improving their business processes



              CIO's top priority over last three years:
                “Improving Business Processes”
               Source: Gartner, “Making the Difference: The 2008 CIO Agenda,” Jan. 2008




3       http://www.computants.org/ 1.519.702.0311 dscf@computants.org
Process Automation Overview

           BPM provides benefits across
      a broad spectrum of business processes:
           § Structured, Simple-n-Local
              § Employee On-boarding
              § Merchandising
           § Structured Complex-n-Global
              § Payments
              § Claims
           § Un-Structured, Simple-n-Local
              § Contracts
           § Un-Structured, Complex-n-Global
              § Supply Chain
              § Case Management

4   http://www.computants.org/ 1.519.702.0311 dscf@computants.org
Process Automation Overview

    Leverage BPM to address critical business needs

      Business Needs            Common BPM Adoption Patterns
    “Greater efficiency and                       End-to-End
     reduced costs”                           Process Automation


    “Real-time visibility for                   Transform Insight
     smarter decisions and                         into Action
     actions”

    “Faster and easier to                         Adapt and
     respond to change”                       Respond Dynamically



5       http://www.computants.org/ 1.519.702.0311 dscf@computants.org
Process Automation Overview

              Collaborate through Process Modeling
                                                                   Collaborate
Fully understand impacts before deploying!
                                                                Business         Process
Successful BPM Projects requires the                             Leader           Owner
active participation of business experts
and IT personnel in the Process-modeling exercise

  • Business users benefit through collaboration with                                    IT
                                                            Business
    coworkers, partners and customer across the value chain Analyst                   Developer

  • Collaboration capabilities improve productivity and drive
    rapid innovation for increased ROI                                 IT Architect

  • Leverage collaboration capabilities in the WebSphere
    Business Process Management products



 6        http://www.computants.org/ 1.519.702.0311 dscf@computants.org
Process Automation Overview

       Rapidly Converts Business-User Expertise into Action
                                                    Graphical Process Modeling
    Documenting with
    process-modeling enables
                                            Visio
    collaboration and
    quick deployment!                 PowerPoint*
    • use of common tools
                                          Excel
    • import content
        • simulate-n-deploy rapidly       ARIS

    • easier collaboration             Others…
        • fewer misunderstandings


7        http://www.computants.org/ 1.519.702.0311 dscf@computants.org
Process Automation Overview

      Improve Business Performance - Reduce Costs




                                Simplify or          Ensure
    Streamline business                              consistency and
                           Eliminate Exceptions
         activities                                  compliance
    Claims Lifecycle            Spare Parts             Global Payments
      Management               Replenishment               Processing
      Healthcare            Aerospace and Defense           Banking

8        http://www.computants.org/ 1.519.702.0311 dscf@computants.org
Process Automation Overview

                      Process Automation
• Streamlines processes across existing
  assets and infrastructure

• Seamlessly automates manual tasks,
  IT systems, and information

• Complements and extends current
  applications                              Automated Process
                                           Systems    Data     Customers

• Leverages reusable process              Partners   Content    Applications
  components
    ü Eliminates duplicate data entry
    ü Shortens process cycle times



9     http://www.computants.org/ 1.519.702.0311 dscf@computants.org
Process Automation Overview

             End-to-End Process Automation
        increases business value by spanning silos
                                        End-to-End Processes Span Silos
     Business results can                Sales        Operations        Partners   Finance
     include:
     • Lower costs
     • Reduced cycle time
     • Greater consistency
     • Easier to manage

                        Source: North American company supply chain process



10      http://www.computants.org/ 1.519.702.0311 dscf@computants.org
Process Automation Overview

          Process Automation provides process integrity
• Businesses live by their
  Service Level Agreements                                             Best of Both: Flexibility combined
                                                                         with scalability and reliability
• Scalability to allow for future
  growth

• Accommodate demanding,
  transaction intensive processes

• SOA enabled process flexibility

• Consistency and recovery to
  safeguard against system failures
Source: IBM results for market leading U.S. financial services firm.
Measured from gateway to order matching engine and back



11             http://www.computants.org/ 1.519.702.0311 dscf@computants.org
Process Automation Overview

                       Process Automation
               increases efficiency and productivity
 § Streamline human interaction to reduce cycle time
     ü Full automation where possible
 § Minimize human touch for processes requiring
   human interaction
     ü Presents the right information at the right time to
       the right people
 § Provides flexibility to dynamically engage
   knowledge workers where needed
     ü Skip, jump, repeat or insert activities

                                                             Source: Large Chinese Telecommunications firm



12       http://www.computants.org/ 1.519.702.0311 dscf@computants.org
Process Automation Overview

             Process Automation Simplifies
               or Eliminates Exceptions

• Respond to changing
  business needs with greater
  flexibility
                                             Jump forward & backward
• Dynamically assign roles
  based on runtime context
• Support for ad-hoc human                           4
  collaboration                    1     2                  5       6        7

• Multi-level escalation                         3


  mechanisms                            Decide to skip activity 6 in the process




13   http://www.computants.org/ 1.519.702.0311 dscf@computants.org
Process Automation Overview

        Process Integration Ensures Compliance
 Consistency: Do what you say, say what you do:
   • Prove that processes are doing what you claim they do
   • Process integrated with governance, security, workplace and
     organizational policies

                   Confidence: Processes run as designed
                        • Full audit trail of what was done by who,
                          where and when
                        • Closed loop end-to-end process optimization
                          capability
                        • Process agility and flexibility to enable faster
                          response time
                Source: German financial company governance project


14    http://www.computants.org/ 1.519.702.0311 dscf@computants.org
Process Automation Overview

           Process Automation Enables Faster ROI.
                                                         Interactive Process Design
                                                     Quickly define, test, and deploy
                                                         complete BPM solutions
                                                     • New processes are implemented
                                                       quickly and correctly
                                          Business
                                           Analyst   • Reduced confusion between
                                                       business and IT
                                                     • Greater business insight into
      Faster modeling to execution
                                                       daily work activities
     Interact & test process designs & forms
     in managed sandbox, using                       • Less strain on IT people and
     role-based business spaces.                       infrastructure
     Import PowerPoint process diagrams.


15       http://www.computants.org/ 1.519.702.0311 dscf@computants.org
Process Automation Overview

Combining the power of BPM and SOA in one engine
              Robust platform that is easy to deploy
• Complete toolbox for building
  composite applications
• One easy-to-learn end user
  interface, based on Eclipse
  technology
• Design that is built for reuse and
  flexibility
• Reach to any services across your    Supports process choreography across
  enterprise to extend the scope of    applications, systems, and people
  solutions quickly and easily.        • Flexible Infrastructure Enables Process
• Integrated server built on an open     Change
  standards-based ESB.                 • Assemble and Execute mission critical
                                         processes
16     http://www.computants.org/ 1.519.702.0311 dscf@computants.org
Process Automation Overview

 Empowering business users with collaboration tools
         Visualize, document, and model business processes
• Easy-to-use BPM tool for business
  users to graphically model, analyze,
  simulate human workflows and
  automated business processes
• Empowers business users beyond
  modelling
     •   Visualize and storyboard user interaction
     •   Simulate execution of processes with
         detailed statistical analysis tools         Modeler enables faster deployments and
     •   Optimize business operations by running     return on investments
         “what if” scenarios
                                                     • Provides integrated industry content to
     •   Define Metrics, KPIs, Counter
                                                       jumpstart solution development
• Enables collaboration and information              • Deploy and run human workflows on a
  sharing on BPM projects                              Process Server

17        http://www.computants.org/ 1.519.702.0311 dscf@computants.org
Process Automation Overview

      Process Automation Helps Align Roles-n-Stakeholders
         To Business Goals, Objectives and Performance

              Business                                         Business
               Leader                                           Analyst


     Manage and Monitor from desktop and/or    Modify rules, policies and processes
                             mobile devices


              Business                                           Process
                User                                              Owner


          Review KPIs, manage task lists and   Analyze metrics, optimize process
                          staff productivity   models and dashboards
             Empowers Line of Business with minimal IT involvement
18       http://www.computants.org/ 1.519.702.0311 dscf@computants.org
Process Automation Overview

           Process Automation delivers a range of
                powerful business outcomes



     Application processing time          Reduced retail order
      cut from 2 weeks to 2 days             errors by 89%




Processing time reduced from 32         Lowered supply chain paper
  hours to less than 30 minutes            handling costs by 63%
19       http://www.computants.org/ 1.519.702.0311 dscf@computants.org
Process Automation Overview

      Automate critical emergency response processes
                    City of Madrid,
                         Spain

Government Pains         Smarter Business Outcomes:
• Poor coordination      • Real-time, coordinated deployment of police, fire
  between safety and       and ambulatory emergency response teams and
  security personnel       assets
                         • Automated delivery of crucial information to the
                           right teams




       Automate processes across disparate IT systems and mobile devices in a
           secure environment with extremely high availability and reliability
 20      http://www.computants.org/ 1.519.702.0311 dscf@computants.org
Process Automation Overview

     Process Automation is happening in your industry
      Retail: Customer Loyalty,              Telco: Service provisioning,
      Merchandising, web transactions,       customer loyalty, regulatory
      customer experience, Real-time         compliance
      Demand Signaling

      Banking: Customer Profitability,       Health Care:
      lowering of costs across multiple      Cost vs. Care Analysis,
      business channels, regulatory          health monitoring,
      compliance, self service               Claims, Therapeutics …

       Government: Customer Payments,
       Legal and social services,            Consumer Products: Demand Planning;
       implementing legislation and          Maintenance, Repair and Overhaul
       regulatory compliance                 (MRO); and Promotion Analysis

       Insurance: Analytics for Cross-Sell
       and Up-Sell opportunities and Risk    Financial Markets: Straight through
       Management, claims processing         processing, stock trading,
                                             Management and Compliance Dashboards

       Electronics: Supply Chain             Automotive: Customer Analytics,
       Analytics, Plant Floor Automation
       and Preventive Maintenance            Preventive Recall and Quality
                                             Management


21      http://www.computants.org/ 1.519.702.0311 dscf@computants.org
Process Automation Overview

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22    http://www.computants.org/ 1.519.702.0311 dscf@computants.org

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Process Automation through BPM-n-SOA

  • 1. Process Automation Overview Process Automation Overview dscf@computants.org Process Automation Process Automation – Business Business Overview Presented By: Overview 519.702.0311 Dominic Fernandez Principal Consultant http://www.computants.org/ 1 http://www.computants.org/ 1.519.702.0311 dscf@computants.org
  • 2. Process Automation Overview Change is Accelerating . . … Will You Keep Up? CEOs Worry About Their Business Agility 98% of CEOs expect their business models will need to change Agile businesses have 29% higher earnings per share. Source: Business Technology Management Institute “We have seen more change in the last ten years than in the previous 90.” Ad F. Scheepbouwer, CEO KPN Telecom Source: IBM Global CEO Study 2008 2 http://www.computants.org/ 1.519.702.0311 dscf@computants.org
  • 3. Process Automation Overview Organizations are constantly “raising the bar” by continuously improving their business processes CIO's top priority over last three years: “Improving Business Processes” Source: Gartner, “Making the Difference: The 2008 CIO Agenda,” Jan. 2008 3 http://www.computants.org/ 1.519.702.0311 dscf@computants.org
  • 4. Process Automation Overview BPM provides benefits across a broad spectrum of business processes: § Structured, Simple-n-Local § Employee On-boarding § Merchandising § Structured Complex-n-Global § Payments § Claims § Un-Structured, Simple-n-Local § Contracts § Un-Structured, Complex-n-Global § Supply Chain § Case Management 4 http://www.computants.org/ 1.519.702.0311 dscf@computants.org
  • 5. Process Automation Overview Leverage BPM to address critical business needs Business Needs Common BPM Adoption Patterns “Greater efficiency and End-to-End reduced costs” Process Automation “Real-time visibility for Transform Insight smarter decisions and into Action actions” “Faster and easier to Adapt and respond to change” Respond Dynamically 5 http://www.computants.org/ 1.519.702.0311 dscf@computants.org
  • 6. Process Automation Overview Collaborate through Process Modeling Collaborate Fully understand impacts before deploying! Business Process Successful BPM Projects requires the Leader Owner active participation of business experts and IT personnel in the Process-modeling exercise • Business users benefit through collaboration with IT Business coworkers, partners and customer across the value chain Analyst Developer • Collaboration capabilities improve productivity and drive rapid innovation for increased ROI IT Architect • Leverage collaboration capabilities in the WebSphere Business Process Management products 6 http://www.computants.org/ 1.519.702.0311 dscf@computants.org
  • 7. Process Automation Overview Rapidly Converts Business-User Expertise into Action Graphical Process Modeling Documenting with process-modeling enables Visio collaboration and quick deployment! PowerPoint* • use of common tools Excel • import content • simulate-n-deploy rapidly ARIS • easier collaboration Others… • fewer misunderstandings 7 http://www.computants.org/ 1.519.702.0311 dscf@computants.org
  • 8. Process Automation Overview Improve Business Performance - Reduce Costs Simplify or Ensure Streamline business consistency and Eliminate Exceptions activities compliance Claims Lifecycle Spare Parts Global Payments Management Replenishment Processing Healthcare Aerospace and Defense Banking 8 http://www.computants.org/ 1.519.702.0311 dscf@computants.org
  • 9. Process Automation Overview Process Automation • Streamlines processes across existing assets and infrastructure • Seamlessly automates manual tasks, IT systems, and information • Complements and extends current applications Automated Process Systems Data Customers • Leverages reusable process Partners Content Applications components ü Eliminates duplicate data entry ü Shortens process cycle times 9 http://www.computants.org/ 1.519.702.0311 dscf@computants.org
  • 10. Process Automation Overview End-to-End Process Automation increases business value by spanning silos End-to-End Processes Span Silos Business results can Sales Operations Partners Finance include: • Lower costs • Reduced cycle time • Greater consistency • Easier to manage Source: North American company supply chain process 10 http://www.computants.org/ 1.519.702.0311 dscf@computants.org
  • 11. Process Automation Overview Process Automation provides process integrity • Businesses live by their Service Level Agreements Best of Both: Flexibility combined with scalability and reliability • Scalability to allow for future growth • Accommodate demanding, transaction intensive processes • SOA enabled process flexibility • Consistency and recovery to safeguard against system failures Source: IBM results for market leading U.S. financial services firm. Measured from gateway to order matching engine and back 11 http://www.computants.org/ 1.519.702.0311 dscf@computants.org
  • 12. Process Automation Overview Process Automation increases efficiency and productivity § Streamline human interaction to reduce cycle time ü Full automation where possible § Minimize human touch for processes requiring human interaction ü Presents the right information at the right time to the right people § Provides flexibility to dynamically engage knowledge workers where needed ü Skip, jump, repeat or insert activities Source: Large Chinese Telecommunications firm 12 http://www.computants.org/ 1.519.702.0311 dscf@computants.org
  • 13. Process Automation Overview Process Automation Simplifies or Eliminates Exceptions • Respond to changing business needs with greater flexibility Jump forward & backward • Dynamically assign roles based on runtime context • Support for ad-hoc human 4 collaboration 1 2 5 6 7 • Multi-level escalation 3 mechanisms Decide to skip activity 6 in the process 13 http://www.computants.org/ 1.519.702.0311 dscf@computants.org
  • 14. Process Automation Overview Process Integration Ensures Compliance Consistency: Do what you say, say what you do: • Prove that processes are doing what you claim they do • Process integrated with governance, security, workplace and organizational policies Confidence: Processes run as designed • Full audit trail of what was done by who, where and when • Closed loop end-to-end process optimization capability • Process agility and flexibility to enable faster response time Source: German financial company governance project 14 http://www.computants.org/ 1.519.702.0311 dscf@computants.org
  • 15. Process Automation Overview Process Automation Enables Faster ROI. Interactive Process Design Quickly define, test, and deploy complete BPM solutions • New processes are implemented quickly and correctly Business Analyst • Reduced confusion between business and IT • Greater business insight into Faster modeling to execution daily work activities Interact & test process designs & forms in managed sandbox, using • Less strain on IT people and role-based business spaces. infrastructure Import PowerPoint process diagrams. 15 http://www.computants.org/ 1.519.702.0311 dscf@computants.org
  • 16. Process Automation Overview Combining the power of BPM and SOA in one engine Robust platform that is easy to deploy • Complete toolbox for building composite applications • One easy-to-learn end user interface, based on Eclipse technology • Design that is built for reuse and flexibility • Reach to any services across your Supports process choreography across enterprise to extend the scope of applications, systems, and people solutions quickly and easily. • Flexible Infrastructure Enables Process • Integrated server built on an open Change standards-based ESB. • Assemble and Execute mission critical processes 16 http://www.computants.org/ 1.519.702.0311 dscf@computants.org
  • 17. Process Automation Overview Empowering business users with collaboration tools Visualize, document, and model business processes • Easy-to-use BPM tool for business users to graphically model, analyze, simulate human workflows and automated business processes • Empowers business users beyond modelling • Visualize and storyboard user interaction • Simulate execution of processes with detailed statistical analysis tools Modeler enables faster deployments and • Optimize business operations by running return on investments “what if” scenarios • Provides integrated industry content to • Define Metrics, KPIs, Counter jumpstart solution development • Enables collaboration and information • Deploy and run human workflows on a sharing on BPM projects Process Server 17 http://www.computants.org/ 1.519.702.0311 dscf@computants.org
  • 18. Process Automation Overview Process Automation Helps Align Roles-n-Stakeholders To Business Goals, Objectives and Performance Business Business Leader Analyst Manage and Monitor from desktop and/or Modify rules, policies and processes mobile devices Business Process User Owner Review KPIs, manage task lists and Analyze metrics, optimize process staff productivity models and dashboards Empowers Line of Business with minimal IT involvement 18 http://www.computants.org/ 1.519.702.0311 dscf@computants.org
  • 19. Process Automation Overview Process Automation delivers a range of powerful business outcomes Application processing time Reduced retail order cut from 2 weeks to 2 days errors by 89% Processing time reduced from 32 Lowered supply chain paper hours to less than 30 minutes handling costs by 63% 19 http://www.computants.org/ 1.519.702.0311 dscf@computants.org
  • 20. Process Automation Overview Automate critical emergency response processes City of Madrid, Spain Government Pains Smarter Business Outcomes: • Poor coordination • Real-time, coordinated deployment of police, fire between safety and and ambulatory emergency response teams and security personnel assets • Automated delivery of crucial information to the right teams Automate processes across disparate IT systems and mobile devices in a secure environment with extremely high availability and reliability 20 http://www.computants.org/ 1.519.702.0311 dscf@computants.org
  • 21. Process Automation Overview Process Automation is happening in your industry Retail: Customer Loyalty, Telco: Service provisioning, Merchandising, web transactions, customer loyalty, regulatory customer experience, Real-time compliance Demand Signaling Banking: Customer Profitability, Health Care: lowering of costs across multiple Cost vs. Care Analysis, business channels, regulatory health monitoring, compliance, self service Claims, Therapeutics … Government: Customer Payments, Legal and social services, Consumer Products: Demand Planning; implementing legislation and Maintenance, Repair and Overhaul regulatory compliance (MRO); and Promotion Analysis Insurance: Analytics for Cross-Sell and Up-Sell opportunities and Risk Financial Markets: Straight through Management, claims processing processing, stock trading, Management and Compliance Dashboards Electronics: Supply Chain Automotive: Customer Analytics, Analytics, Plant Floor Automation and Preventive Maintenance Preventive Recall and Quality Management 21 http://www.computants.org/ 1.519.702.0311 dscf@computants.org
  • 22. Process Automation Overview Hindi Thai Traditional Chinese Russian Gracias Spanish Thank You English Merci French Obrigado Brazilian Portuguese Arabic Grazie Danke Italian German Simplified Chinese Korean Tamil Japanese 22 http://www.computants.org/ 1.519.702.0311 dscf@computants.org