Process Portal - Introduction

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Aug 7, 2012 (5 years and 12 days ago)

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© 2010 IBM Corporation

An IBM Proof of Technology

WebSphere Lombardi Edition Process Portal lab

Introduction

WebSphere Lombardi Edition v7.1

© 2010 IBM Corporation

IBM Software

Discovering the value of IBM WebSphere Lombardi Edition
-

Process Portal lab

Objectives


Introduce the WebSphere Lombardi Edition (Lombardi Edition) Process Portal


Give high
-
level overview


Highlight Lombardi Edition Process Portal’s Business Value



Introduce the Lombardi Edition Process Portal by means of a quick tour



Give an overview of the Lab Activities

2

© 2010 IBM Corporation

IBM Software

Discovering the value of IBM WebSphere Lombardi Edition
-

Process Portal lab

Lombardi Edition Process Portal is a single place for process participants to
perform all their process interactions


Lombardi Edition Process Portal

is an interface that enables process
participants to:


Perform assigned tasks
,


View the
history of tasks
, and


View the
performance of their processes and teams
.



Lombardi Edition Process Portal contains
over 40 scoreboards, ready for
immediate use,

that are integrated into the portal. These scoreboards give
visibility to:


Reports on common notions, such as:
the number of tasks by status, by date,
by type, or by owner
;


Task and process durations and throughput by team, individual, or process.


Scoreboards are generated from data in a Lombardi Edition
Performance Data
Warehouse

specifically for aggregating and de
-
normalizing process data.


The Performance Server keeps track of all process paths and state changes so that
reports on any business data can be compiled per activity as well as in the process
aggregate.

3

© 2010 IBM Corporation

IBM Software

Discovering the value of IBM WebSphere Lombardi Edition
-

Process Portal lab

Lombardi Edition Process Portal (continued)


Lombardi Edition Process Portal is a
light
-
weight web application

for process
participants



Using Lombardi Edition Process Portal,
process participants can connect to
:



the
Process Center Server

in any configured runtime environment (Dev, Test and
others)


a
Process Server

in any configured runtime environment (Dev, Test and others)



From the Lombardi Edition Process Portal, you can view:


the standard
scoreboards
, ready for immediate use, and


custom reports and scoreboards

created using Lombardi Edition’s performance
data.

4

© 2010 IBM Corporation

IBM Software

Discovering the value of IBM WebSphere Lombardi Edition
-

Process Portal lab

Lombardi Edition Process Portal’s Business Value


Lombardi Edition Process Portal provides:


A simple, business
-
friendly Inbox


Sophisticated dashboards


With ZERO development effort



Business leaders/users have
business visibility

into process work via:


Due dates,


Bottlenecks,


Trends,


Process specific reports / scoreboards, etc.



Business owners can perform search
without intervention of IT


Process Specific searches


you should setup one for all your custom demos,
PoCs, etc.


Ad
-
hoc reports,


Searches are exportable to Excel

5

© 2010 IBM Corporation

IBM Software

Lombardi Edition Process Portal has over 40 out
-
of
-
the
-
box scoreboards

Scoreboard

Description

My
Performance


Shows the current status of your Lombardi Edition tasks
for either a specific Lombardi Edition group, or all the
groups of which you are a member. You can also choose a
specific business process to analyze or view data for all the
processes in which you participate.

My Team
Performance


Shows the current status of the Lombardi Edition tasks for
Lombardi Edition groups for which you are designated as a
team manager.

Process
Performance


Shows the current status of the active instances of
particular processes in your organization. The specific
processes that are included in the Process Performance
scoreboard can be configured.

SLA Overview


If service level agreements (SLAs) have been defined, the
SLA Overview scoreboard displays a table that lists the
name, description, and current status of particular SLAs.
The specific SLAs that are included in the SLA Overview
scoreboard can be configured.

6

© 2010 IBM Corporation

IBM Software

Discovering the value of IBM WebSphere Lombardi Edition
-

Process Portal lab

7

Lombardi Edition Process Portal saved search example


My Overdraft
Requests

© 2010 IBM Corporation

IBM Software

Discovering the value of IBM WebSphere Lombardi Edition
-

Process Portal lab

8

Lombardi Edition Process Portal supports out
-
of
-
the
-
box audit, collaboration,
Document support and so on

Audit: who,
what, when…

Out
-
of
-
the
-
box
Collaboration

Document
attachments at both
process and task level

Tip:
Change to
All Tasks

© 2010 IBM Corporation

IBM Software

Discovering the value of IBM WebSphere Lombardi Edition
-

Process Portal lab

9

From the Lombardi Edition Process Portal, you get visibility of the
current step with the ability to drill down into sub
-
processes

Drill down into sub
-
process step

© 2010 IBM Corporation

IBM Software

Discovering the value of IBM WebSphere Lombardi Edition
-

Process Portal lab

10

Search, display, and export based on any process parameters

Set Search Criteria

Export Search Results

Display Search

Results

My Performance Report is an out
-
of
-
the
-
box performance report for
each end user

© 2010 IBM Corporation

IBM Software

Discovering the value of IBM WebSphere Lombardi Edition
-

Process Portal lab

12

My Team Performance out
-
of
-
the
-
box report shows my team’s status

© 2010 IBM Corporation

IBM Software

Discovering the value of IBM WebSphere Lombardi Edition
-

Process Portal lab

13

Custom Reporting on Status, KPIs and SLAs

© 2010 IBM Corporation

IBM Software

Discovering the value of IBM WebSphere Lombardi Edition
-

Process Portal lab

14

Process Performance out
-
of
-
the
-
box report shows status of all
In
-
flight Process Instances

© 2010 IBM Corporation

IBM Software

Lab Activities

Part

Topics

Setup Lab


Start the server and reset the historical data

My Tasks


Login to the Lombardi Edition Process Portal


Explore the Portal


View process context of an instance


Create a new process instance


History of your work


Help Requests

My Scoreboards
for non
-
managers


My Performance


My Team Performance


Process Performance

15

© 2010 IBM Corporation

IBM Software

Lab Activities (continued)

Part

Topics

My Scoreboards for
managers


My Team Performance


Re
-
assign a task


Process Performance


Custom Reports


Ad Hoc Reports

My Projects


Manage Exposed Process Values (EPVs)


Order Search

16

© 2010 IBM Corporation

IBM Software

Discovering the value of IBM WebSphere Lombardi Edition
-

Process Portal lab

17

© 2010 IBM Corporation

IBM Software

Discovering the value of IBM WebSphere Lombardi Edition
-

Process Portal lab

18