Copyright © 2014 Oracle and/or its affiliates. All rights ... · BPM 12c Themes Enhanced Case...

Copyright © 2014 Oracle and/or its affiliates. All rights reserved. |

Fakten, Fakten, Fakten: BPM Suite 12c Kersten Mebus


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The following is intended to outline our general product direction. It is intended for information purposes only, and may not be incorporated into any contract. It is not a commitment to deliver any material, code, or functionality, and should not be relied upon in making purchasing decisions. The development, release, and timing of any features or functionality described for Oracle’s products remains at the sole discretion of Oracle Corporation.


Agenda

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Overview Oracle BPM Suite

Oracle BPM Suite 12c New Features

Discussion

Oracle Confidential – Internal/Restricted/Highly Restricted 5

•Broader Business Modeling •Developer Productivity •Enhanced Case Management •Mobile •Richer Process Analytics •Process Accelerators & Migration 10g->12c

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Agenda

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2



Discussion



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Was zeichnet die Oracle BPM Suite aus?

Eine vollständige BPM plattform zur Umsetzung des ganzen BPM Lebenszyklus (Modellierung, Simulation, Ausführung, Laufzeitanalyse, Monitoring, Administration)

„Unified and Complete“


BPM Lebenszyklus

Model &

Design

Simulate &

Analyze

Manage &

Control

Monitor &

Improve

Integrate &

Deploy

Process Composer BPM Studio

Adapters

Business Rules Human Workflow Rich UIs (Web Forms, ADF)

BPM Workspace Process Spaces

Process Analytics BAM

Oracle Enterprise Manager

http://www.peoplesoft.com/corp/en/public_index.jsp



Eine vollständige BPM plattform zur Umsetzung des ganzen BPM Lebenszyklus (Modellierung, Simulation, Ausführung, Laufzeitanalyse, Monitoring)

Für alle Arten der Prozesse (Menschen, Systeme, Dokumente, Fallbearbeitung)



Eine BPM Plattform für alle Prozessarten

People

Documents Decisions,

Rules

Case

Systems





Integriert mit SOA Plattform (basiert auf Java und Application Server)

Skalierbar, performant, hochverfügbar, sicher



Integrierte BPM und SOA Plattform

Oracle BPM Suite basiert auf

WebLogic Application Server

und Oracle SOA Suite

Service Component Architecture

(SCA)

JCA Adaptoren

Policy-basierte Security

Oracle Service Bus

B2B, Event Infrastruktur

Skalierbar, performant und

hochverfügbar

SOA Infrastructure

Policy Manager Optimized binding

Human Workflow

Business Rules

Oracle Service Bus

JCA-based connectivity

MDS EM console

Mediator

Workspace / Process Portal

BPM Studio

End User Interaction

Process Composer

Process Core

BPEL BPMN

Administraion





Integriert mit SOA Plattform (basiert auf Java und Application Server)

Skalierbar, performant, hochverfügbar, sicher

Designed für die Unterstützung der Zusammenarbeit zwischen Business und IT (Business Driven Process Management)



Business Driven Process Management

Zusammenarbeit zwischen Business und IT

Ein gemeinsames BPMN 2.0 Modell von Modelierung bis zur Ausführung

Kein Roundtrip Problem mehr!

WYSIWYE - Kein “loss in translation”


Was noch zeichnet die Oracle BPM Suite aus?

Innovativ – neuste Technologien – Java, XML, WS, SCA, Event Processing, BPMN, ACM, ...

Standards – offen, integrierbar mit anderen Produkten

Unterstützt agile Entwicklung

Ein offenes Framework mit vorintegrierten Komponenten,

die nach Bedarf eingesetzt werden könnenn


Agenda

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Discussion



3


BPM 12c Themes

Enhanced Case Management

Mobile

Broader Business Modeling

Richer Process Analytics

Developer Productivity

Process Accelerators & Upgrade 10g->12c


BPM Process Composer – Home Page


• Spaces

– Team Collaboration Workspaces

– Container for Business Architecture and BPM Projects

– Members can be users or groups

Spaces

Global Search for Spaces & Projects Business Architecture Project

Team members for selected space


BPM Process Composer - Spaces & Access Control


• Adding Members & Privileges – Privileges administered to members

for access control (Viewing, Editing, Ownership

– Privileges can be specified at the Space level or at the Project level

– Members need to be first added to Space before administering privilege inside BA/BPM Projects


BPM Process Composer – Administration Features

Log in as Administrator (default super user – weblogic / welcome1)


• Manage Spaces

• Manage BA & BPM Projects

• Turn Player on & off for BPM Run-time

• Administer Reports

• Manage Spaces

• Delete Space

• Change Participants

• Change Participant Privilege


BPM Project Home

Project Gallery

Change History

Snapshots

Project Information Panel

Organization

Actions More Actions

BPMN Processes


Saving BPM Projects inside BPM Process Composer


1. Locks the BPM Project 2. Other Composer users

can only view 3. Studio users can edit at

same time. They can either “revert” or “perform” diff-merge to resolve conflicts

Saves changes locally and not to PAM/SCC. Others cannot see changes

Discards changes and releases lock

1. Publish changes to PAM/SCC

2. Others will see changes

3. Snapshot can be created

4. Continue to edit or release lock


BPM Composer –

Business Tooling

Process Asset

Manager

- BPM Repository

Source Control Systems

Check-out, Check-In , Update

BPM Studio -

Developer Tooling

Refresh, Publish, Snapshot, Lock

Collaborative Process Design (BPM 12c)


Business Architecture

A blueprint of the enterprise that provides a common understanding of the organization and is used to align strategic objectives with initiatives and projects

Goals, Objectives & Strategies (Why?)

Value Chains & Projects (How?)

Metrics & Measures

(How well ?)

Strategic Alignment

Organization (Who & Where?)


Process Hierarchy

Business Function

Decomposition of

processes

Drill-down and drill-up

across the levels

Linkages can exist across

BA and BPM Projects

Enterprise Process Map

Value Chain Models

BPMN Process Models

Level 0-3


Captures Goals, Objectives, Strategies and their relationships

Strategy model is a tree and each node is non-repeating

Strategies can be linked to Value Chains

Strategy Model Strategy Model


Key Performance Indicators (KPIs)

Goals

Objectives

Strategies

Value Chains

Business Process Flows

Measured By KPIs

Breaks down into

Fulfilled by

Implemented by

Decomposed into


Business Friendly Process Modeling

• Model from scratch

• Import existing process models in Visio, XPDL 2.x, BPMN 2.0

• Model Exception Flows, Message Interactions, Sub-processes & Events


Tool Bar BPMN Palette

Play, Validate, Sharing

Swimlanes


Narrative View for BPMN Models

• Narrative View

– Specify Business Properties

– Create BPMN process without in depth knowledge of the BPMN constructs

• Narrative View is kept in sync with Graphical BPMN View


Switch to Narrative View


Business Context for Processes


Used for documentation and analysis • Requirements

• Issues

• Application System

• RACI

• Time, Cost

• Feedback


Process Documentation



Verbal Rules


• Author rules using English like sentences

– System generated phrases from Data Types

– Authored custom business phrases

• Business phrases can be – Tests (Comparison)

– Actions

– Parameters

If-Then Rules

Verbal Rules


Decision Table - MS Excel Integration


Simulation

• Run simulations to do what-if analysis

• Perform throughput analysis, activity based costing & resource allocation analysis


Play the Process

For specific input, determine which path

is taken.

Put unimplemented tasks in Draft mode.

Play the process, displaying and completing task forms.


BPM 12c Themes


Mobile






BPM 12.1.3 Developer Features

(Quick Start) Installation

Force Commit on Activity Complete

Process Instance Expiration

Business Parameters

Skip and Back Error Handling

Catalog Enhancements and Scripting

Debugging, Fault Policy, Lifecycle


BPM Quick Start Install for Developer

Integrated JDeveloper – Installs both design-time &

run-time with Java DB

Eliminates complexity – One screen Install

– 30 mins to install and run BPM samples

Reduced memory footprint


Other BPM Installation types

Compact Domain – Developer domain (Domain Creation Wizard)

– Single Administration server

– Oracle DB

– Need for Oracle Enterprise Scheduler, Oracle B2B, Oracle Healthcare, Oracle Business Activity Monitoring, and Oracle Managed File Transfer.

Development Standalone Server / Test / Production

environment


Other BPM Installation types


Force Commit on Activity Completion

Commits state of BPM instance – Can be used to avoid re-invoke of activity in case of rollback


Process Instance Expiration

Process Instance

Expiration – Pre-defined variable

– Get/Set supported

– BPM run-time throws timeout event

– Timeout can be caught and handled using Event Subprocess


Business Parameters

Default value for Business Parameter

Business Parameter overridden for Organization Unit

• Used for setting business specific constants and can be overridden for an Organization Unit

• If there is no override value for Org Unit, the returned value will be the default value


Business Parameters – Design Time

Business Parameters are available as read-only attributes


Business Parameters – Run Time


Catch Exception Based on Business Object

New Options for Business

Exception Handling – Business Exception “errorInfo”

attribute can be set to Business Object

– Boundary Events can catch Business Exception based on Business Object


Back to Main After Error Handling

Suspend running

Activity/SubProcess – By a Boundary Event

– By an Event SubProcess

Execute alternative flow

Then return to main flow


D E M O N S T R A T I O N “Back to Main” After Error Handling


Normal vs extended behaviour


Skip / Back


Business Catalog Enhancements/Groovy Script

Business Objects … •Inheritance •Enumerations •Methods implemented in Groovy Script


Groovy Script Can Be Used In Script Activity

Can perform operations that would otherwise be done with XSLT


Debugger

• Scope – Process

– Subprocess

– Event Subprocess

– Child process

• Debug actions – Step-into

– Step-over

– Step-out

– Resume


Debugger

• Inspect and modify data – Data Objects (both Simple and

Complex)

– Instance Attributes (Process and Activity)

– Conversation and Correlation properties

– Create “Watches”


Fault Policy Editor

Design & Edit Fault Policies

Catches all faults - business and runtime

Fault policy includes multiple faults, corresponds Actions and Alerts


Process Asset Manager 12.1.3

Process Asset Manager (PAM) – Manages the BPM Project lifecycle

– Provides source control integration for Composer

– Seamless collaboration across BPM Process Composer and BPM Studio clients

– Interfaces with source control for version and management of BPM assets

– Integrates with OPSS for security

– References MDS for run-time artifacts only

PAM Services

PAM

Subversion Server


PAM Lifecycle in 12.1.3

Lifecycle inside Composer – “Edit” locks the BPM Project

– “Snapshot” creates Project versions(Labels)

– “Save” saves changes locally (fast!)

– “Publish” saves changes to SCC via PAM

• Option to release lock

– “Discard” cancels changes and unlocks the Project

Lifecycle inside Studio – “Checkout” BPM Project from a Space

– “Save” changes to BPM Project

– “Update” and “Diff-Merge” in case of conflicts


Configuring PAM Connection in Studio


Merging Changes From Studio


BPM 12c Themes


Mobile






Adaptive Case Management (ACM)

61

Structured processes (classic BPM)

Non well-structured, adaptive processes

(ACM)


ACM characteristics

• Process can not be predicted or modeled in all variants

• Process participants should be able to select the next activities themselves because of their expertise

• Pre-selected choice of activities after each action

• Add and assign activities and persons adhoc

• Recommendation which action to take next

62


Example


ACM 12c: major new features

Case Analytics: Dashboards for activity, operation, status and

trend summaries

Predictive Analytics using Oracle R

Case Releationships: links to sub cases

Milestones with end times



BPM 12c Themes


Mobile






Highly Productive Work Interfaces

Any Task, Anywhere

Offline Mode

Integrate with Native Mobile Services

Location Data

Time, App data Photos

ADF Mobile, Native iOS

REST API

Smart Phone + Tablet BPM Mobile App


• Simple iPad Workspace App

• Approve, reject, assign and delegate tasks

• Perform bulk operations

• View task details

• Add comments and attachments

• Add attachments from your device or use it’s built in camera

• Online / offline support with synchronisation

BPM iPad App

67


• iOS 7.x

• BPM Suite 11g (11.1.1.7 Bundle Patch 3 and higher)

• BPM Suite 12c

• Uses BPM Suite APIs

BPM iPad App

68


iPad App


Mobile Application Framework (aka Mobile ADF)

70


BPM 12c Themes


Mobile






Oracle BPM - Analytics Advanced Analytics, Right time Operational Intelligence

Event Streams, Pattern Matching &

Temporal Analysis (Operational Intelligence)

Custom Business Indicators & KPI, Design Dashboards, Monitor ROI (Business Analytics)

Enterprise Grade Infrastructure

Dashboards, Alerts, Troubleshoot & Actions (Operational Analytics)

Oracle BPM – BI Integration (Strategic Analytics)


BPM Process Analytics

BI Process Intelligence

Oracle BAM Real Time Actionable

Insights

OEP Trends, Patterns BPM

Process Cubes

Built-In Dashboards Operational Monitoring

BPM Process

Feedback Loop


BAM High Level Architecture

External Data Sources

Oracle BAM Server

KPIs, Alerts, Process metadata

Design Time Run-Time

-Metadata

Logical SQL + CQL extensions

All Event Sources (BPM, SOA, HWF, WS, JMS)

BI Server (optional)

Reports

BI RPD

- KPI Trends

- Process Dashboards

- BI Composer Reports

BAM Dashboard

Report Cache Alert Service

- Business View

- KPI Definition

- Data Source mapping

BAM Composer Advanced

Continuous Query Service

Process Star Schema

MDS Persistence Engine

BAM DOs in SOAINFRA

schema

BI Dashboard


OOTB Dashboards for Monitoring Process Health


Task Analytics

Productivity indicators (completed work analysis)

Task inflow and outflow with time series

Assignment patterns

Queue depth over time

Process Analytics

Process Performance and workload metrics

Bottleneck / outlier detection

Process specific views

Case Analytics

Milestone based analysis (with achievement duration, at-risk milestones)

Stakeholder based analysis

Activity based analysis (what, how many, how many auto, how many manual)

Case-Time based analysis (when created, how long, when closed)

Case-Priority based analysis


Dashboards showing In-flight and faulted process instances; Can be filtered by process type

Shows performance metrics of process steps and user performance metrics

OOTB Dashboards for Process Health


Shows trending performance metrics by process and by process steps

Bottleneck Analysis Report – Tree Map View

OOTB Dashboards for Process Health


Bottleneck Analysis & Estimated Process Completion time Oracle BPM Workspace - Process Monitor


BAM Composer (Designer)

– Select BAM Data Objects

– Define Queries

– Define Alerts & Actions

– Design Views

– Build Dashboards


Model to Monitor in Oracle BPM

BPM Composer (Designer)

– Identify metrics & KPIs

– Define Business Indicators & KPIs

– Instrument Process to collect metrics

– Deploy process

BAM Monitor (Operations)

– Monitor & Analyze

– Get Notifications on Alerts

– Troubleshoot & Track

– Take corrective action

Copyright © 2014 Oracle and/or its affiliates. All rights reserved. | © 2013 Oracle Corporation – Proprietary and Confidential

Dashboard

Business Views (Visualizations)

Business Queries, Alert, KPI (Scheduled, Real-time, Temporal, Pattern Match)

Project (Subject specific Container for collaboration)

Data Objects (Physical, Logical, Derived, External) Based on Stream and Archived Relation

Business Friendly Dashboard Design BAM Composer

Drill across, Drill through

Runtime slice and dice

Action-ability from the

dashboard


Design Dashboards in BAM Composer


Single application for

modeling, viewing &

administration

Multi-browser support : IE,

Chrome, Firefox and

Mobile support

Rich ADF visualizations

including Bar, Line, Pie,

Area, Gauges, Geo Map

Fine Grained Security:

Project, Query, View and

Dashboard and row level

security


Formatting, Styling & Parameterized Business Views

• Reusable across multiple dashboards.

• Extensive list of Style properties.

• Supports Value Formatting

• Supports Parameterized Business Queries

• Supports Business Queries with Time Series and Time Groups


• Styling – Border Color, Fill Color, Column Fill Color

• Text – Title, Title Font, Text Font, Column Header Visibility, Column Header Formatting, Value Formatting

• Layout – Grid, Row & Column Banding, Reordering, Resizing, Column Visibility

• Action List Only

– Editable Fields

List DVT


Mobile friendly Dashboards


Support all devices

Optimized for tablet browsers

Dashboard design is agnostic to device

Browser based with gestures

Interactivity Support (drilling, driving)


Monitoring of Value Chains


Enterprise Process Map

Value Chain Hierarchies

Operational (BPMN 2.0) Business Process Flows

Measured By KPIs


Roll-up KPI from Operational to Value Chain Models


Browse and select KPIs from child models Roll it up to parent

KPI


• Highlighting of critical steps

Process Criticality Report


• Detailed Informations about KPIs

Process Criticality Report


Process Criticality Report • Detailed Informations about KPIs


Operational Intelligence via OEP Integration

• Innovative Embedding of Oracle Event Processing within BPM Process Analytics

– Advanced Pattern Matching

– Temporal Analysis & Trend Detection

– Templates for declarative design of OEP patterns; Automatic generation of CQL (Continuous Query Language)

– Combined analysis on streaming and relational data



Real-time KPIs - Key Risk Indicators for Proactive Actions


• Real-time KPIs

• Measure is modeled as continuous query; Rolling window computations

• Alerts based on real-time KPI are tracked by continuous query

• Can be associated with Key Risk Indicators – leading indicators

• Intuitive watchlist visualizations


BPM Process Model Process Aware BI Dashboards

BPM STAR Schema BAM Generates BI Model (RPD)

Strategic Analytics BPM Process Reports in Oracle OBIEE


BI Reports inside BAM Dashboard

BI visualizations in BAM for side-by-side historical / contextual comparisons

Strategic Analytics


Enterprise Grade Infrastructure Production Readiness

Active-Active High Availability Mode; Administration inline with SOA

Coherence for Cache: Report cache, Metadata cache

Scale linearly - Persistence Tier, Processing Tier, Web Tier

Fine Grained Security with OPSS resources for every BAM entity

Query, View and Dashboard and row level security

Performance enhancements

Enhanced Diagnostic support

Multi-browser support : IE, Chrome, Firefox and Mobile support

© 2013 Oracle Corporation – Proprietary and Confidential


BPM 12c Themes


Mobile






BPM 12c Themes

Oracle Process Accelerators

Pre-built Best Practice Processes


Out-of-the-Box

Product Grade

Extensible, Pre-Integrated

Dashboard-driven

Designed with Customers

Embody Best Practices

Oracle’s investment in pre-built BPM(+) process solutions

Employee Onboarding

(Horizontal )

Loan

Origination

(Financial

Services)

Incident

Reporting

(Public

Sector)

Financial Reports

Approval (FS)

Many others,

every 4 months

Process Accelerators: Pre-built Solutions to Key Processes

Web

Forms Mobile

Business

Processes Workflow Business Rules

OEP Imaging /

Capture

Content

Management

Adaptive

Case

Management

Oracle BPM Suite (+WebCenter, +App Integration)

Portal

Application

Integration

BAM

Process

Composer

Oracle Process Accelerators (Pas)


Process Accelerators: Inside the Box All Product Quality Components for a Complete OOB Solution

Apps Integration

Business Rules

UI-driven Extensibility

KPI-driven

Analytics

Dashboards

Mobile

Interaction Business

Objects

Process/Case Models

User Interface

WebCenter Components


Driven by Customer / Market Demand

Public

Sector Financial

Services Horizontal

Travel Request Management

Document Routing and Approval

Internal Service Request

Employee Onboarding

(Personal) Loan Origination

Financial Reports Approval

Incident Reporting

eForms Management

Business Account Opening

Insurance Claims Management

Insurance Policy Underwriting

Telecom

Mobile Data Offloading

Correspondence Management

Contract Management

Customer Onboarding

Application Extensions: Siebel, PeopleSoft, EBS, Taleo, Fusion

Available

Now

Unified Loan Origination

Licensing and Permits

Next

Release

Complaints Management

OEP

Oracle Process Accelerators



Strategic Goals

• Reduce operational costs

• Enhance customer satisfaction

• Be more competitive in the Marketplace

• Build Multi-channel delivery capabilities

Process Advantages

• Faster claim resolution times

• Meet regulatory compliance requirements

• Provide agility, visibility and audit capabilities

• Reduce use of paper based documents

• Enhanced customer experience for claimants

Business Process Overview

First Notice of Loss (FNOL)

Validate Claim Examine Damage & Injury Estimate Costs Settle Claim

BPM and Adaptive Case Management driven solution to enable automation and dashboard-

based management of the end-to-end claims process for Insurance Providers



Adaptive set

of activities

Milestones

at-a-glance

Summary

Status

Rich

business

object data

•ACM support for knowledge worker-driven, content-rich scenarios

Using ACM to deliver Business Value

Fraud

Likelihood


Migration Tool

BPM 10gR3 BPM 12c

BPM 12c Themes


Applicable to 10gR3 BPM customers

Different product architectures between 10 and 12

Seamless migration from 11g to 12c

Easy-to-run Ant based tool

Output : 12c exp file and a Migration Report

Migration Command Syntax: ant migrate10-12 -DprojectLocation=<10gr3 project directory> -Ddestination=<destination directory>

Example:

ant migrate10-12 -DprojectLocation=/home/myUser/OracleBPMWorkspace/Sample103Project -Ddestination=/home/myUser/migTests/FirstTest


Migration Tool


Migration Tool


Migration Tool Design Time Artifacts


Migration Tool Method Migration


Migration Tool Screenflows


Migration Tool Organization Configurations


Migration Tool BPM12c Mapping


Applicable to 10gR3 BPM customers

Easy-to-run Ant based tool

Output : 12c exp file and a Migration Report

Constructs Migrated

With Equivalent : 100% migrated (Ex: Interactive task)

Comparable : migrated on best-effort basis

No direct equivalent : functional equivalent in stack


Migration Tool


BPM 12c Themes


Mobile






Summary

• Delivered best-of-breed business focused BPM tools

• Exciting roadmap with industry leading capabilities

• Continue to deliver industry and line-of-business solutions to accelerate customer time-to-value

• Great customer successes


Agenda

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2



Discussion



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Copyright © 2014 Oracle and/or its affiliates. All rights ... · BPM 12c Themes Enhanced Case...

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Transcript of Copyright © 2014 Oracle and/or its affiliates. All rights ... · BPM 12c Themes Enhanced Case...