Bpm and-beyond-slide

2010 Metastorm Inc. 1

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BPM and Beyond

Kevin Haugh, Vice President of Product Marketing and Management


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Who is Metastorm?

• Market leader across 3 critical and related software sectors

– business process analysis, business process management, enterprise architecture

• Strong global presence with 1300+ customer organizations around the world

• Proven products and expertise with established regional offices and global partner distribution network

• Only software provider to bring together robust EA, BPA and BPM software

• Unmatched customer success worldwide


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Metastorm Enterprise Portfolio

Metastorm ProVision® – Without understanding where you are, how do you know where to go? Metastorm ProVision is an industry leading Enterprise and Business Architecture (EA) software tool that allows you to comprehensively discover and model your business strategy, goals, organization, processes, systems, information and more – and then understand the interrelationships so you can systematically and comprehensively plan changes to the enterprise at all levels.

See what you have and how it fits together.

Metastorm ProVision® BPA –Processes are ultimately the means by which you do work and deliver value. Metastorm ProVision BPA is an industry leading Business Process Analysis (BPA) solution that allows you discover and model your current business processes and then conduct sophisticated simulations and analysis of where and how they can be improved to deliver greater value and improved business resource optimization.

Metastorm ProVision BPA also includes Metastorm Discovery ™ for human-centric process discovery – allowing for more accurate data collection, analysis and process improvement.

Think about how to best execute your business.

Metastorm BPM® – Once you understand where you need to go and how you want to do things, Metastorm BPM is the comprehensive, industry-leading BPMS platform you need to rapidly and cost-effectively design, automate, deploy, manage, monitor, and report on your human and system-based business processes, so you can continuously improve them.

Metastorm Integration Manager (MIM) – Dated back office systems and unreliable data often act as major barriers to effective execution. MIM allows you to quickly "service enable" and integrate into a broad range of challenging computing environments as well as easily deploy system-based business processes, provide effective Managed File Transfer, and strengthen SOA and legacy modernization efforts.

Do things in the optimal way.

http://metastorm.com/products/business_process_analysis.asp

http://metastorm.com/products/provision_ea.asp

http://metastorm.com/products/business_process_management.asp


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Enterprise ArchitectureForrester Wave Q109

Business Process AnalysisForrester Wave Q109

IT PlanningForrester Wave Q109

Business Process Management Forrester Wave Q407

Business Process AnalysisMagic Quadrant Q408

Enterprise ArchitectureMagic Quadrant Q409

Business Process Management Suites

Magic Quadrant Q109

Leadership Credentials

Managed File TransferMagic Quadrant Q309


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What Does Business Expect of IT Today?

Business Unit CIO Business Drivers

Business Unit CIO Strategies


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What Should You Focus on?

Process Improvement……….Cost Cutting……….Improved Business Decision Making

Up to 10 fold higher impact on EBIT through non traditional cost cutting measures

Traditional IT cost reduction (15%)Typical IT cost levers, including demand management, portfolio rationalization, and outsourcing/offshoring

Merchandising investments Improve decision support for merchandising at retailers

Supply chain investmentsOptimize supply chain process with streamlined systems

Better pricingReduce revenue leakage from unnecessary discounting and poor sales force management3-5

3-4

1-2

0.5

Impact on run-rate EDIT1 (illustrative examples), %

1 Earnings before interest and taxes; assumes run-rate of 6-18 months (timing to achieve run-rate impact varies across examples).

Impact on Run Rate EBIT

Source: Managing IT in a Downturn: Beyond Cost Cutting, McKinsey, 2009


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Most IT Projects Fail on Some Key Dimension

Over 70% of IT Projects Fail

• Don’t Deliver What Business Wants

• Over Budget

• Late

Often all the above!


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BPM Software is Different Animal

BPM Software is About Delivering Process Improvements

• Faster

• Easier

• With Greater– Business Alignment

– Certainty (lower risk)

– Agility

– Value

design process


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Key Characteristics of BPM Software

Key Characteristic Benefit

Process Focused •Business understands•Where business value is created

Model Driven •Makes requirements clearer and more explicit to all

Designed for Speed •Deliver prototypes and working solutions faster –faster ROI

Agile/Built in Change Management

• Frequent, iterative change possible

Process Visibility •Better understanding of process health and status•Better responsiveness

Designed to Integrate and Overlay Other Systems

•Leverage and complement what you have

Support for What If •More Prudent Ongoing Changes


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Visual Process Modeling and Definition

• Model Driven

• Business Oriented

• Rapid Prototype solutions

If I can see it I (we) can understand it…..

…….If I can easily iterate it I can quickly deliver results and reduce risk


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Process Participation and Management

• To Do Lists

• Watch Lists

• Delivered via diverse range of interfaces

• Delivered in a highly targeted manner

Efficient process participation is about delivering the right information and actions to the right people at the right time


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Process Analysis and Simulation

• Where should I modify

my process?

• How should I modify it?

• What are the business

benefits from modifying?

• What are the risks?

By analyzing my current processes and possible future variations I can make smarter decisions


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In Summary--Why BPM Today

Traditional Approach and Problems How does BPM Address

Poor Requirements (not what business wants) √ Visual models, prototypes

Poor Handoffs √ It is what it is

Takes too Long (need for speed) √ Designed for speed

Estimation Difficulty √ Easier to measure what you can see

Poor Domain knowledge √ Let each domain do what they do best

Poor Solution Fit √ Inherently purpose built

Unexpected Customizations and Poor Agility √ The unexpected is expected (agility)

To much effort/resource to implement √ Fewer total resources needed + hire the domain experts

Not Focused on/Delivering High Value (cost, effectiveness)

√ Focuses on efficiency and effectiveness (business value)


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BEYOND BPM


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Product Synergy

EA + BPM: United, We Deliver the Business - Divided, We Miss the Mark

Robert Handler, Gartner 3/09 BPM Summit


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Understanding and Executing Process in Context

Highlights

1. Unified Metamodel & repository enables 360 degree views of the enterprise

2. Navigation framework and tools afford any type of user• Comprehensive

understanding• Dependency clarity• Impact analysis• Full, top to bottom

traceability

The Result: True, enterprise class insight into process and the enterprise

Ac

co

un

t

Info

rma

tion

New Account

Onboarding

[As-Is]

Order

Product

Scheduled OrderScheduled Order

Product Shipment

Order HistoryScheduled Order

Shipment

Notification

Customer DataAccount Information

Account Information

Account Number

Enter Order

Ship Order

Fill Order

Forecast

Sales

Order

Database

New Account

Onboarding

[As-Is]

Customer

Database

Customer

Process Interaction

F.3

Improve

Margins

F.5

Increase

Revenue

Growth

P.5

Improve

Legal-Regulatory

Compliance

Account

Onboarding

Challenges

and

Obstacles

Regulatory

Compliance

Speed of

New

Account

Onboarding

Support

Costs

Customer

IIS Account

Manager

IIS Billing

IIS KYC

IIS KYC

Manager

IIS Sales

Customer

Database

Credit

Check

System

Customer

Systems

New

Account

Onboarding

System

IIS KYC Manager

IIS Sales

IIS Billing

IIS KYC

IIS Account Manager

Customer

"Initiate New Account

Process"/Forms and Data

Client

Information

Client Information

No

Client Information

Yes

Client

Identification

Blacklist

InformationCredit Check

Client

Review

Client

Acceptance

Yes

Acco

unt N

umbe

r

Client R

ejec

tion

NoCl

ient R

ejec

tion

Acco

unt N

umbe

r

Collect Forms

and Data

Meets

Standards?

Collect ID

Review Client

Information

Restart Process

Check BlacklistCheck Credit

Review ResultsCleared as New

Client?

Generate Bill

Client MeetingReview KYC

Recommendatio

Account Not

Opened Account Opened

New Account Onboarding [As-Is]

*

1is placed by

places

1..*

1

*

1requests

is requested by

*

1..*is shipped from

ships *

1

*

1

0..1

*applies to

adheres to

1

*

enters into

applies to

0..1

1

*

1

is held by

holds

Customer

- ID[1] : Text (10)

- Name[1] : Text (50)

- Contact[0..1] : Text (50)

- Address[0..1] : Text

- Telephone[0..1] : Text

- FAX[0..1] : Text

- Approved Discount[0..1] : Floating point num

- Credit Limit[0..1] : Amount

+ Submit Order()

+ Verify Credit()

Order

- Order Date[1] : Date

- Requested Ship Date[0..1] : Date

- Requested Discount[0..1] : Floating p

+ Approve()

+ Cancel()

+ Hold()

+ Log()

+ Receive()

+ Reject()

+ Release()

+ Schedule Production()

Order Item

- Item Price[0..1] : Amount

- Quantity[0..1] : Integer

Product

- Description[0..1] : Text

- Name[1] : Text

- List Price[1] : Amount

+ Replenish Inventory()

+ Reserve Inventory()

Warehouse

- Capacity[1] : Floating point numb

- Name[1] : Text

Billing Policy

+ Establish()

Contract

+ Issue()

Credit Detail

- Application Ref[1] : Number

- Credit History Status[1] : Short te

- Required Amount[1] : Currency st

- Assets Value[1] : Currency string

- Liability Value[1] : Currency string

Status

- Application Status[1] : Short text (

- Date[1] : Date

Applicant

- Name[1] : Short text (64)

- Address[1] : Text

- Suburb[1] : Short text (32)

- Postcode[1] : Number

- State[1] : Short text (6)

- Country[1] : Short text (32)

- TFN[1] : Number

Customer Account

- SalesPerson[1] : Short text (250)

- AccountManager[1] : Short text (25

- ProductType[1] : Short text (50)

- ServiceDescription[1] : Short text (2

- BankOffice[1] : Short text (100)

- EstClosingDate[1] : Date

Customer Database

Accounting

Management

Services

Accounting

Services

Database

Management

System (DBMS)

Services

Electronic Data

Interchange

Services

Successful processes are supported by a range of other technologies, systems and assets


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EA Insight and Models Can Inform and Accelerate BPM

PM

Engineering

Finance Inventory

Control

Production

Control

Quality

Assurance

Sales Shipping and

Receiving

Accounts

Receivable

Clerk

Warehouse

Worker

Account

Rep

Dock

Worker

Quality

Analyst

Production

Scheduler

Internal Mail

Mail Clerk

Resources leveraged for roles

Product

Sales Goals

Control

Inventory

Costs

Earn

Repeat

Business

Minimize

Past-Due

Receivables

Timely

Availability

of Spare

Parts

Financial

Goals

Customer

Goals

Process

Goals

Retain

Customers

Improve

Cash Flow

Maximize

Quality

Regain

Market

Share

Business classes used for forms

Goals and KPIs used for dashboards

Process model used to execute human and

system processes


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By 2012, 20% of businesses will own no IT assets

Between 2008 and 2013, cloud-based computing services are forecast to grow from $0.66 billion to $6.8 billion for a compound annual growth rate (CAGR) of 59.5%.

GartnerTop Predictions for IT Organizations and Users, 2010 and Beyond: A New Balance


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• Brings modeling/discovery and its business value to a broader audience

• On-Demand subscription based approach

• Impact free on IT

• Native multi user collaboration built in

• Deployed in the Cloud (Microsoft Azure)

Cloud-based Collaborative Modeling

A cloud-based modeling platform that uniquely

Taking Collaborative Modeling to New Heights


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the unexpected value of business to the power of 3

Monitor IMPACT on strategy and goals to guidefuture change

Make theRIGHT change

Identify FOCUSareas for optimal

improvement

BPM

BPA

EA


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Where do you want to be?

Effort

Business Impact

Time

Sweet Spot

BPM


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Questions


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Thank You For Attending!

Kevin Haugh

VP- Product Marketing & Management

More Questions?

(443) 874-1300

Please contact us at [email protected]

mailto:[email protected]

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