BPM and Rules Technical Update

pityingmushroomInternet and Web Development

Aug 7, 2012 (4 years and 8 months ago)

607 views

1

BPM and Rules Technical Update

Eric Herness, BPM and Decision Management CTO , BPM Chief Architect

2

Table of Contents


BPM and Rules Market Position and Ongoing Opportunity


BPM and Rules Technical Strategy Review


Delivering on the BPM Strategy


IBM Business Process Manager and IBM Process Designer


Key scenarios supported


Technical Integration


Supporting Product Enhancements


Business Monitor


Business Rules and Events Updates


Recent Product Enhancements


Adoption patterns
-

Driving Business Agility using Process,
Rules and Events


Summary

3

Fortune 500 Companies:


$488B Lost

in Process Inefficiencies*

Business Process Inefficiencies Represent $500B Opportunity

*Source:

Tech CEO Council Report Oct 2010: “BPM improvements can be expected to yield savings of up to 5% of sales”;
CNN Money U.S. Fortune 500 Revenues, May 2010

4

Information Week: September 2010

Business Process Improvement is #1 Priority



40%

higher EPS growth


45%

higher ROI


10%

faster revenue growth


2.6X

higher return on capital


23%
lower valuation volatility than
their industry peers

Source: 2010 Convergence Index, BTM Institute

Agile businesses have:

Process optimization
drives agility

4

5


Budget

Budget spent
maintaining
existing systems
and processes

Budget
available for
new projects

Business Process Management (BPM) & Business Rules
Management Systems (BRMS) Save Companies $ Millions

With
Just One Sigma Shift

in Process Improvement:


Source:
Six Sigma:The Breakthrough Management Strategy
, Mike Harry, Richard Schroeder, 2000.


Time


20 % margin improvement


12
-

18 % increase in capacity


12 % reduction in employees


10
-

30 % capital reduction

6

Commercial

LOB

Auto

LOB

Internal

Employees

Insurance

Carrier

Sales

Finance

Marketing

Complexity exists internally within
organizations……

Home

LOB

7

Auto

LOB

Commercial

LOB

Home

LOB

Insurance

Carrier

Agents &
Producers

Partners &

Re
-
insurers

Con
-
sumers

Out
-


sourced


Service


Providers

Financial
Institutions

3
rd

Party

Services

DMV

Con
-
sumers

Internal

Employees

To orchestrate human tasks…

… and for scalable transactions…

… to increase visibility…

… everything you need to manage end
-
to
-
end business networks

… to manage exceptions and cases…

….and externally within the broader business network

Companies need end
-
to
-
end process management

8

Typical Process Problems

1.
Unstructured tasks and
communication (i.e.,
paper or e
-
mail)

2.
Inefficient Working
Environment Spans
Systems

3.
Inconsistent
Prioritization

4.
Incomplete or
Inaccurate Data Flow
Between Systems

5.
Lack of Control Over
System and Business
Events (Exceptions)

6.
Poor Visibility Into
Process Performance


Customer Problem:


Cannot Grow Efficiently


Customer Satisfaction

Executive

Management

Customer

Service

Invoice

Reconciliation

Teams

Finance
and Ops

Account

Administration

1

2

3

4

5

6

9

Executive

Management

Customer

Service

Risk Management

Teams

Finance

and Ops

Account

Administration

PROCESS

1.
Automate workflow &
decision making

2.
Reduce errors and
improve consistency

3.
Standardize resolution
across geographies

4.
Leverage existing
systems and data

5.
Monitor for business
events and initiate actions

6.
Real
-
time visibility and
process control


Customer Benefits:


Huge Reduction in
Manual Work, Errors


Faster, More Consistent
Issue Resolution


Easier to Manage the
Business


Consistent Case Handling

BPM Brings Order to the Chaos

RULES

1

2

3

4

5

6

1
0

The essential BPM capabilities


Modeling



Simulation+
Optimization



Workflow



Rules



Business Data Mgmt



Human Interfaces



Documents / Cases



Event Monitoring



System Integrations



Metrics



Analytics

Executive

Management

Customer

Service

Invoice

Reconciliation

Teams

Policy

Administration

Account

Teams

1
1

IBM Business Process Manager

Unifying Two Market
-
Leading Platforms



simple to use



fast time
-
to
-
value



deep business engagement



high performance



excellent integration



superior integrity

1
1

1
2

Visibility

Simplicity

Power

Governance

IBM Business
Process Manager
V7.5

Introducing a New Solution to a Complex Problem

Embrace complexity, adapt quickly and exceed expectations

Simplifies

operations and
improves

entire experience

Easy

enough to engage all
process participants

Centralizes
visibility and control

Empowers knowledge workers

with built
-
in
real time

analytics to

optimize business processes

Powerful, dependable

for mission critical
processes

Scales smoothly and easily

from initial
project to enterprise
-
wide program

Achieve
consistency and repeatability

to ensure processes execute as designed

Simplify life
-
cycle management of process
applications
across

1000s of projects

Different configurations
match typical
entry points or stages
in a company’s BPM program


Extended support for high
-
volume process

automation, with high quality
-
of
-
service


Built
-
in SOA components for extensive

enterprise
-
wide service integration, orchestration

Complete set of advanced BPM capabilities

Configured for typical BPM projects

IBM Business Process Manager: Configurations


For multi
-
project improvement programs,

with high business involvement


Basic system integration support


Rapid time
-
to
-
value: improved user productivity


For small number of users


single server,

no clustering


Low entry price


Easy to install, easy to use

Configured for first BPM project

13

Advanced

Standard

Express

Transformation

Program

Project

1
4

Table of Contents


BPM and Rules Market Position and Ongoing Opportunity


BPM and Rules Technical Strategy Review


Delivering on the BPM Strategy


IBM Business Process Manager and IBM Process Designer


Key scenarios supported


Technical Integration


Supporting Product Enhancements


Business Monitor


Others


Business Rules and Events Updates


Recent Product Enhancements


Adoption patterns
-

Driving Business Agility using Process,
Rules and Events


Summary

Ongoing Architectural Imperatives

Imperative


Process Integrity


End User experience


Support all types of
processes


Agility via Continuous
Process Improvement and
SOA


Standards


Development Paradigms


Infrastructure




Explanation

Business consistency and continuity


no
transactions lost

Intuitive outside
-
in and role
-
based

No boundaries, process shapes change
over time anyway (scale, complexity)


Allow designing agility in and leveraging
agility points as part of continuous
process improvement

We standardize our programming
models

Single
-
Model and Multi
-
Model
approaches supported

Leverage WAS and related SWG
technology, build on, not instead of

15

1
6

Table of Contents


BPM and Rules Market Position and Ongoing Opportunity


BPM and Rules Technical Strategy Review


Delivering on the BPM Strategy


Overview of the Basics


IBM Business Process Manager and IBM Process Designer


Key scenarios supported


Technical Integration


Supporting Product Enhancements


Business Monitor


Business Rules and Events Updates


Recent Product Enhancements


Adoption patterns
-

Driving Business Agility using Process,
Rules and Events


Summary

Out
-
of
-
box

Process Portal

Configurable

Business Space

Optional

Microsoft Add
-
ons

BPMN

Rules

Monitoring

BPEL

ESB

Process Server

Summarizing the Basics
-

IBM Business Process Manager V7.5

Process

Designer

Governance of Entire BPM Life Cycle

Shared Assets

Versioned
Assets

Server Registry

Design

Deploy

Improve

Measure

Business Process Authors

IT Developers

Authors & Admins

Process End
-
Users
Process Owners

Integration
Designer

Process Center

BPM Repository

Backward
compatibility,
easy migration
from WLE &
WPS

IBM BPM
widgets work
with IBM
WebSphere
Portal

Process Center


performance

Download Process
Designer


Repository for all
process
applications


Life
-
cycle
management and
deployment of all
applications


Includes execution
environment for
development and
testing

Process Apps


key
unit of organization
and packaging

Process Designer


Single Interface that enable business process authors
and analysts to


Model and implement


Simulate


Inspect and debug


Examine process performance


Automatically optimize

IBM Integration Designer


Authoring of complex
integrations and fully
automated Straight Through
Processes in supporting
role of Process Apps
authored in Process
Designer


Eclipse based Integration
Designer makes it easier for
service and integration
developers to build reusable
SOA services, orchestrating
services, access backend
systems

Mappings of Some Key Terminology

WPS/WDPE Terms


WebSphere Integration
Developer


WebSphere Process
Server


WebSphere Business
Monitor


Solution

Teamworks/WLE Terms


Lombardi Authoring
Environment


Process Center


WLE runtime


Process Portal


IBM BPM 7.5 Terms


IBM Integration Designer



(IBM) Process Server




IBM Business Monitor


Process Application



(IBM) Process Designer



(IBM) Process Center


(IBM) Process Server


(IBM) Process Portal


2
1















Business Users

IT / Admin / Operations

Specific Widgets: (
eg
. Federated task list)

Forms

IT Monitoring

Solution Management

WebSphere

Application Server

BPMN 1.1



Common BPM Kernel








Presentation
Services

(Business Space)

XML
Services

Process
Apps

Mediations
(ESB logic)

Process Server
-

Unified Runtime Architecture



(New Customer View)

IBM Business Process Manager Advanced

Repository and
Deployment
Services

Governance and

Life
-
Cycle

Business Logic Execution Environment

Invocation
Services (SCA,
Protocols and
Bridging)

BPEL Microflows

BPEL Long
-
Running Processes

Service Orchestrations

State Machines

Screen Flows

Java

Javascript

Human Tasks

Business Rules

Single, Integrated Run
-
Time

Process Server
-

Unified Runtime Architecture

(Existing Customer View)

23

















WESB

MFCs



Common Lightweight BPM kernel






WLE Classic
Execution
(process, task,
services)

BPMN 1.1

WPS Classic
Execution

(process, task, services)

BPEL

WebSphere

Application Server

(Open SCA, XML, Web
Svcs
, Security, Admin, WLM,
SIBus
, …)





Governance
and Life
-
Cycle

Business User


IT Admin/Operations

Widgets
-

Many, but includes federated task list

Forms

Solution Mgmt

IT Monitoring

Repository
and
Deployment

Presentation
Services
(
Bspace
)

XML
Services

Process Apps



Process Server


Single BPM runtime


Common kernel


Single JVM capable


Common configuration and
topology


Task list


Common WebSphere Application
Server and thus common HA, WLM,
server management and clustering.


Includes capabilities from both
WebSphere Process Server v7.0 and
WebSphere Lombardi Edition v7.2


100%

compatible with existing WPS
and WLE solutions



Above is an Advanced
view


Standard view is
subsetted accordingly

24

Process Server
-

End User Experience


Classic Lombardi Edition BPM UI features


Process Portal provides out
-
of
-
box visibility of process performance
giving users a consolidated view of all outstanding tasks and process
performance


Process coach user interfaces


Real
-
time scoreboards provides out
-
of
-
box visibility into work
-
in
-
progress


New powerful UI features


IBM Business Space UI framework
-

for creating an integrated and
customized user experience


Federated task view
-

for performing tasks, managing work items,
tracking performance and responding to events
-
all in real time ( based
on f
ederated REST services to get lists federated across engines and
clusters)



© 2011 IBM Corporation

Business Spaces for Human
-
Centric BPM

25

08 April 2011

Business Space powered by WebSphere


Federation


High
-
level Architecture

Federated REST API

“Server 1”

Process Server (Unified Run
-
time)

Human Tasks and
BPEL Processes

Coaches / Human
Services and BPD
Processes

REST API

REST API

“Server 2”

Process Server (Unified Run
-
time)

Human Tasks and
BPEL Processes

Coaches / Human
Services and BPD
Processes

REST API

REST API



Federation Across Multiple Runtimes

26

Process Task List and Coaches in Business Space (IBM
BPM Advanced Feature)

Coach

Start BPMN
Process

Lombardi Tasks

27

Federated Task List (IBM BPM Advanced Feature)


BPD driven Coach

Or

Human Task Form

Out
-
of
-
box

Process Portal

Configurable

Business Space

Optional

Microsoft Add
-
ons

BPMN

Rules

Monitoring

BPEL

ESB

Process Server

Summarizing the Basics
-

IBM Business Process Manager V7.5

Process

Designer

Governance of Entire BPM Life Cycle

Shared Assets

Versioned
Assets

Server Registry

Design

Deploy

Improve

Measure

Business & IT Authors

IT Developers

Authors & Admins

Process End
-
Users
Process Owners

Integration
Designer

Process Center

BPM Repository

Backward
compatibility,
easy migration
from WLE &
WPS

IBM BPM
widgets work
with IBM
WebSphere
Portal

2
9

Table of Contents


BPM and Rules Market Position and Ongoing Opportunity


BPM and Rules Technical Strategy Review


Delivering on the BPM Strategy


IBM Business Process Manager and IBM Process Designer


Key scenarios supported


Technical Integration


Supporting Product Enhancements


Business Monitor


Business Rules and Events Updates


Recent Product Enhancements


Adoption patterns
-

Driving Business Agility using Process,
Rules and Events


Summary

Basics


Analyst/Developer Installation and
Configuration Options

1.
IBM Business Process Manager Standard/Advanced 7.5


(Team Participant View
-

Bob Persona)

2.
IBM Business Process Manager Advanced 7.5 and IBM
Integration Designer


(Team Participant View)


Igor
Persona

3.
IBM Business Process Manager Advanced 7.5 and IBM
Integration Designer


(Single
-
Machine Road Warrior View)


Igor

4.
IBM Business Process Manager Advanced 7.5 and IBM
Integration Designer and IBM Business Monitor


(Single
-
Machine Road Warrior View)


Igor






1. IBM Business Process Manager Standard/Advanced 7.5
-

Developer

View


Team Participant (Bob Persona)

5

Any database

you want

Notes:

Process Center setup is just an example… you can make it whatever you want.

It probably needs to be clustered if you’re supporting a team

IBM

Process

Designer

1

Process Center

3

2. IBM Business Process Manager Advanced 7.5


Developer
View 2


Team Participant (Igor Persona, which includes Process Designer also)

4

Process Server

(IID UTE)

5

DB2 Express

Notes:

Process Center setup is just an example… you can make it whatever you want, and a
clustered setup will be the normal recommendation

IBM

Process

Designer

1

5

Any database

you want

IBM

Integration
Designer

2

Process Center

3

IBM BPM 7.5.0.0 (Advanced)

IBM

Integration

Designer

IBM

Process

Designer

Process Server

(IID UTE)

Process Center

Process Server

test environments

Process Server

production environment

RMI/IIOP,

HTTP, JMS

HTTP

HTTP

HTTP

HTTP

IBM BPM 7.5.0.0 (Advanced)

IBM

Integration

Designer

IBM

Process

Designer

Process Server

(IID UTE)

Process Center

Process Server

RMI/IIOP,


HTTP, JMS

HTTP

HTTP

HTTP

Process Server

network boundary

“Offline”

export

import

Scenarios, Scenarios, Scenarios

Existing WPS Scenarios


Straight through processes


Composition and service Orchestration


Long
-
running processes mixing
services that read, update or involve
humans


Existing WLE Scenarios


Pure human centric with out of
the box UI


Human Processes leveraging
toolkits for access to resources

37

Existing Products Support a Variety of Scenarios


These are still supported
and featured, with WLE scenarios enriched by the unified runtime and WPS
scenarios enriched by repository and life
-
cycle management, amongst other
things

Key New Scenarios


leveraging combined capabilities to improve
construction time, business user experience and agility


1.
Human
-
Centric Process where Business Author requires backend
integration and service orchestration to complete the process

2.
Straight
-
through Process where IT Developer leverages Business Author
to create human centric exception paths

3.
Federated


scenarios leveraging human tasks from both WPS and WLE

BPM

38

Authoring Scenarios

Business &

IT Authors

IT Developers

Process

Designer

Governance of Entire BPM Life Cycle

Shared Assets

Versioned Assets

Integration
Designer

Process Center

BPM Repository

Business Author requires a back
-
end integration for an Expense
Reporting process that he is
building


Integration Developer is building a
straight
-
through Credit Check
process that has a business
exception path requiring human
interaction

BPM

39

39

Using Advanced Integration in Human Process


Top Down

1

2

3

4

5

Define use of new service

Specify Inputs,

Outputs, and
playback with

“emulation”

Playback with real service

View service details in
repository

Implement service, and publish

Business

Author

IT Developer

BPM Repository

Process Center

BPM

40

40

Exception Handling in Straight
-
Through Process

1

3

2

4

Define new STP Process

Add manual handling
to exception path

Playback completed process,

interact with exception UI

Define exception
handling requiring
manual steps, including
UI screen flow

ValidateCustomerData

BPM Repository

Process Center

Business

Author

IT Developer

BPM

Process Applications for Legacy WPS Customers

1.
Legacy WPS customers can migrate to 7.5


WPS centric application deployment & administrative models all still fully supported w/out change


2.
Value opting legacy applications into process center & process applications


Snapshot Versioning


Solutions via Process Applications & Toolkits


Multiple modules & libraries in a single unit of management


BPM Application Level Administrative Interfaces


Process Center


Process Admin Console


Staging


QA, Production Staging, Production


Share by Reference


Libraries are shared by reference w/in a process application scope


Toolkit Reuse


3.
Process Designer scenarios


Applications leveraging process center are primed for leveraging the roles, scenarios, &
capabilities provided by PD

41

Perspectives on IBM BPM 7.5


New Capabilities

Coming from WPS/WID 7.0.0.3


Support for new scenarios as described


Opting legacy applications into process
center & process applications


Enhanced Data Transformation support
via
XPath 2.0, XSLT2, Enhanced Auto
Map

support.


Enhanced Test Support,


Allow

test cases to be captured directly

from
test execution trace greatly speeding up the
creation of test cases.


New
Generic Service Client

supports the ability
to send test messages to

Web Services, JMS and MQ endpoints


WESB features


New simple XML serialization format


Simplified service invocation primitive


Operation level catch
-
all error handling flow


WPS Pluggable forms via Business
Space and Lotus Forms 4.0 support



Coming from WLE 7.2


Support for new scenarios as
described, including:


access to advanced integration
services


Business Space based business
user process participation


Other key features


Process Center clustering fully
enabled


DB2 on z/OS as backing story
for Process Server and
Process Center


4
2

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3

Table of Contents


BPM and Rules Market Position and Ongoing Opportunity


BPM and Rules Technical Strategy Review


Delivering on the BPM Strategy


IBM Business Process Manager and IBM Process Designer


Key scenarios supported


Technical Integration


Supporting Product Enhancements


Business Monitor


Other


Business Rules and Events Updates


Recent Product Enhancements


Adoption patterns
-

Driving Business Agility using Process,
Rules and Events


Summary

1.
Business Monitor

2.
Business
Modeler

3.
Caching

4.
…other things

End
-
to
-
End Real Time Visibility with Business Activity Monitoring


Provides visibility into real
-
time,
end
-
to
-
end business operations,
transactions, and processes to
increase revenue, lower costs, and
improve service


Increases ROI
through real time operational visibility and
low implementation costs


Enterprise mobility
enables views of
KPIs, metrics, and
alerts through Web interfaces, mobile devices, and
corporate portals.


What’s new?


Fully integrated Cognos Business Intelligence
Server 10.1

for analysis and reporting


Built
-
in tools and runtime support for
integrated
Business Activity Monitoring of IBM Business
Process Manager


Fine
-
grained security
to enable or prevent anyone
to see a wide range of information depth or detail


Enhanced business user customization
of data
filtering, dashboard controls & reports, and alerts

IBM Business Monitor V7.5

IBM Business Monitor V7.5 for System z

44

IBM Business
Process Manager

WebSphere
Message Broker

WebSphere
Business Events

WebSphere ESB

Third Party
Applications

IBM FileNet

WebSphere
Data Power
XI50

IBM Business Monitor



Adapters: SAP,

PeopleSoft, etc.

CICS

IMS

WebSphere
Sensor Events


Events

Consume & correlate events from BPM and a broad
range of IBM middleware for end
-
to
-
end monitoring

WebSphere
ILOG JRules

45

Drill to

instances

Pick your
media

IBM Business Monitor with IBM BPM

Starting Points and Paths to Customization





Customization Requirements

BPMN

BPMN + BPEL

Basic
(generic
metrics)

High

Low

IT can use the Global Process Monitor Model to examine the nature of
events and metrics available for use via “out of box” business space
pages. Can offer the business ideas of what can be monitored.

Process Designer + Integration Designer collaborate to capture
requirements and create custom monitor model. Employs playback,
monitor context creation wizard and repository integration.

Process Designer captures
requirements and sees “auto
generated” dashboards as part of
process playback.

Most natural starting
point for your BPM
project

“Full Power”
when needed

Explore generic
information in
existing processes

46

New
-

Improvements for Reporting and
Dimensional Analysis


New embedded technology
from
Cognos BI provides a more modern,
business
-
user friendly interface


More robust enterprise features, for
example support for rolling time
periods and fine
-
grained security


Exploits new Cognos BI self
-
learning
in
-
memory caching



New widgets in
palette

47

WESB



External
Service

SCA
Services

WPS/WESB
-

Caching without Coding

eXtreme

Scale

xC10 appliance

Read
-
only service requests
can pull results from caches
and be configured to load
caches on misses

https://www.ibm.com/developerworks/wikis/display/extremescale/WebSphere+Business+Process+Management+and+Connectivity+integrat
ion

Pre
-
canned
primitives and
supporting
material
available now at:

mediation flow with cache check

Gains can be up to 100x
improvement based on size
and latency of services

4
9

Table of Contents


BPM and Rules Market Position and Ongoing Opportunity


BPM and Rules Technical Strategy Review


Delivering on the BPM Strategy


IBM Business Process Manager and IBM Process Designer


Key scenarios supported


Technical Integration


Supporting Product Enhancements


Business Monitor


Other Related Enhancements


Business Rules and Events Updates


Recent Product Enhancements


Adoption patterns
-

Driving Business Agility using Process,
Rules and Events


Summary

Decision Management…Recent deliveries

Product

GA Date

WebSphere

Business

Rules v7.1
(
JRules

7.1,
Rule Team Server
7.1, Decision Validation Services 7.1, Rules

for Cobol 7.1
)

1H 2010


Websphere

Business Rules for
zOS

7.1

1H 2010

WebSphere

Business Events V7.0.1

2Q 2010

Websphere

Decision Server V7.1 (distributed

and
zLinux
)

JRules

v7.1.1
+ Business Events v7.0.1

4Q 2010

SupportPac

LB01:
WebSphere

ILOG
JRules

Integration for
WebSphere

Business Monitor

4Q 2010


SupportPac

LB02:
WebSphere

ILOG Integration with the SPSS
Predictive Analytics Suite

4Q 2010


SupportPac

VP01
:

WBE Enhanced Connector Applications V2.0

1Q 2011

SupportPac

LA71: ILOG
JRules

Integration for BPM 7.5 Advanced
(refresh)

2Q 2011


Websphere

Business Rules v7.1.1.3

(distributed and
zOS
)

2Q 2011


Provides rich, graphical reporting capabilities on Rule based
operational decisions


Allows rule execution data to be combined with other business
system data for a consolidated view of metrics


Design : Monitor models generated from Decision service definition.


Runtime : support for JRules/WBM colocalized or remote topologies


Integration SupportPac for WebSphere Business Monitor

ILOG Integration with the SPSS Predictive Analytics Suite

Option 1. PMML


Object Model and Decision Tree Mapping, for use within a rule project

Option 2. Rule Server directly invokes SPSS scoring service

Predictive analytics integration Support Pac

allows rule
-
based decision
services to leverage SPSS analytic models, built from past real data, in
determining fraud/risk, best offer, etc.

5
3

Table of Contents


BPM and Rules Market Position and Ongoing Opportunity


BPM and Rules Technical Strategy Review


Delivering on the BPM Strategy


IBM Business Process Manager and IBM Process Designer


Key scenarios supported


Technical Integration


Supporting Product Enhancements


Business Monitor


Business Rules and Events Updates


Recent Product Enhancements


Adoption patterns
-

Driving Business Agility using Process,
Rules and Events


Summary

Summary and Conclusion


An evolved platform


Building on a strong foundation


Enabling simple business processes and letting them grow, mature
and flourish


IBM Business Process Manager 7.5


Supported by additional key enhancements across the portfolio


Architected and Engineered for future expansion and evolution


Helping you deliver business value yesterday, today and
tomorrow



Note: There is always more to cover than time allows (eg..
BlueWorks Live, BPM on z/OS, ….). Find detailed sessions or
developers to get your questions answered.



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End



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