IBM Software Group SOA and WebSphere Business Modeler Using Modeler to facilitate the...

IBM Software Group

SOA and WebSphere Business Modeler

Using Modeler to facilitate the Build-Run-Manage equation

of SOA BPM Solutions

[email protected]. Consulting Developer/Architect (IBM Certified SW IT Specialist)

Go to http://JavaSOA.com for presentations, demos, tutorials and other resources

2

SOA/BPM Across Business and IT

How do I optimize my

business processes?

Business ModelsIdentify Process Tasks

I/T Components exposed as SOA Services

How do I integrate to my existing systems?

Business and I/T can use a

common language

a.k.a. “Process

Integration”

RSAMod 1 WID 1 RPM BizDemoMod 2 ProcPortRAD Java WS RAD Mkt Sim WID Wire

# of BusinessProcessTasks

=# of

IT Services(aka Granularity)

WID Wire 2

Demos: 1 2 3 4 5 6 7 8 9 10 11

3

WebSphere

Business Objectives

…meet these business objectives?

…leverage my existing resources and IT systems?

…deliver at a pace and cost which outwits my competition?

How can I…

BusinessObjectives

Innovation Top line growth

Operational Excellence

Reduce costs

Resources and IT Assets

Gain market share

…Legacy Claims

Database

Home Claims System

Business Partner Claims

System

AutoClaims System

LifeInsurance

Claims…

Legacy Systems & Databases

ERPProcurement,

Sales,Distribution

CRM ProductLifecycle

4

WebSphere

BusinessObjectives



Reduce costs


Gain market share

…Legacy Claims

Database

Home Claims System


System

AutoClaims System

LifeInsurance

Claims

SOA Entry Points help customers start simple and grow fastBusiness and IT Focused

1. Extend the ability to collaborate inside and outside

…

2. Innovate Business Models and processes

3. Leverage information for business optimization

In the 2006 IBM Global CEO study,

three top priorities surfaced for CEOs

12

3


ERPProcurement,

Sales,Distribution


5

WebSphere

BusinessObjectives



Reduce costs


Gain market share

…Legacy Claims

Database

Home Claims System


System

AutoClaims System

LifeInsurance

Claims

SOA Entry Points help customers start simple and grow fastBusiness and IT Focused

1. Extend the ability to collaborate inside and outside

…

2. Innovate Business Models and processes

3. Leverage information for business optimization

In the 2006 IBM Global CEO study,

three top priorities surfaced for CEOs

12

3


ERPProcurement,

Sales,Distribution


6

WebSphere

BusinessObjectives



Reduce costs


Gain market share

…Legacy Claims

Database

Home Claims System


System

AutoClaims System

LifeInsurance

Claims

Complex processes & systems

Complex applications & interfaces

Difficult to adapt quickly

Large portion of IT budget spent on maintenance, not on new value add investments

Duplicate services and difficult to govern

IT Challenges

…Legacy

Systems & Databases

ERPProcurement,

Sales,Distribution


7

WebSphere

Business Centric SOA leverages your existing environmentIT focused Entry Points Are Foundational

8

WebSphere

End-to-end process capabilities for your SOA

WebSphere Business Modeler

WebSphere Integration Developer

WebSphere Process Server

WebSphere Business Monitor

Simple to use process modeling for the business analyst to help maximize process

and business resource re-use

Easy-to-use integration to simplify and speed the assembly of composite applications

Flexible deployment of business processes, making plug-and-play of

components a reality

Real-time visibility into process performance enabling process intervention and continuous improvement

WebSphere ESBConnectivity infrastructure for

integrating applications and services to power your SOA

“IBM has the broadest SOA platform…”

Source: Forrester Research, Jan 15, 2006



9

WebSphere

Disciplines of Business Process Management

Business Process Modeling and Analysis

Invoke

Invoke

Invoke

Invoke Invoke

Business Process Choreography

SOA and ESBRouting Pub/Sub Transformation Mediation

Transport Connectivity to and from Implementation Services

Business Innovation and Optimization

112

2

3

45

678

9

10

11

StaffStaff StaffStaff StaffStaff StaffStaff

10

WebSphere

Benefits of Business Modeling and Analysis

Document and Document and validate current validate current

processesprocesses

Discover potential areas Discover potential areas for process improvement for process improvement

and latent value in and latent value in existing processesexisting processes

Validate process Validate process enhancements prior to enhancements prior to committing resources committing resources

and dollars.and dollars.

Examine the financial Examine the financial implications – implications –

justifications for justifications for process changeprocess change

Define & implement real Define & implement real time measurements for time measurements for Business PerformanceBusiness Performance

11

WebSphere

Bu

sin

ess

Do

mai

nT

ech

nic

al D

om

ain

LOB Manager

Business Analyst

Corporate DeveloperData Architect

IT Architect

Process Specialists

● Model to bring business and IT together Communicate fully with subject matter

experts Provide visibility into the enterprise Create complete documentation of

processes and procedures Deliver complete requirements

documentation to IT Allow IT to understand the scope of

the business issues and how to solve

Process Modeling can…

12

WebSphere

Tactical Modeling objectives…

● Modeling For Compliance/Documentation Document processes for use by a business to understand the business process

Customers use output for training, collaboration, documentation requirements for compliance regulations (Sarbanes-Oxley and Basel II)

Linkage to real-time monitoring provides a feedback mechanism for reporting requirements needed for compliance

● Modeling For Redesign Document both the current state and future state business process and the comparison

to determine Return on Investment (ROI) analysis

Six Sigma and Process Improvement are common methodologies

● Modeling For Execution Modeler can create artifacts from the business model and make them available in

technology development tools to reduce the overall implementation time of new business processes.

13

WebSphere

WB Modeler V6 – What it allows you to do

First

Second

Third

Document processesas they are today

Analyse and test process alternatives to identify best process according to your requirements

Specify technical attributes to simplify the transformation from the business model to the execution model

14

WebSphere

Process modeling

● Ease-of-ease top priority

● Extensively user-tested

● Cutting-edge interface

● Editing profiles/modes

● Click-and-drop or right-click

● Click-to-grid option

● Auto-layout of objects

● Right-click to add space

● Swim lane viewer

● Visio import

15

WebSphere

Editing modes

● User modes offer different model detailBasic

Intermediate

Advanced

● Three technology modes are optimized for specific runtime targetsWebSphere Business Integration Server Foundation

WebSphere MQ Workflow

WebSphere Process Server

16

WebSphere

Process modeling: Swimlane Editor

● Model using Line Of Visibility (LoV) methodology

● Quickly reassign tasks, etc. by drag-and-drop to a different swimlane

● Change swimlane order

● Quickly switch between free-form Process Editor and the Swimlane Editor

17

WebSphere

● Model "what if" scenarios and compare results

● Simulation warm-up (Steady State simulation)

● Sophisticated modeling and distribution for resources, cost, revenue and processing time

● Detailed resource utilization levels, as well as cost and cycle time calculations

Simulation

18

WebSphere

Simulation

Simulation control panel

Simulation real-time statistics

Simulation animation

Queued work items show

potential bottlenecks

Counter displays number of active tasks

during simulation

Live instance count by activity

19

WebSphere

● Generate a default Business Measures Model or add custom business measures ● Define what is monitored during the execution of the business process● Define Key Performance Indicators (KPI) and Metrics both at a business process and

activity level ● Define outbound events (alerts) based on business situations

The Business Measures Model

20

WebSphere

● Pre-defined or user-defined report templates and queries

● Automatically creates written, numerical and graphical information

● Provides valuable guidance in process analysis and redesign:

● Provides return on investment (ROI) comparisons of As-Is and To-Be models

*Optional integration with Crystal Reports

Reporting

21

WebSphere

Collaboration: The Publishing Server

● Publish models to portal-based Publishing Server for sharing with browser-based users

● Collect feedback and input through association of comments, responses, and attachments to the model - creates a complete view of the business process and all relevant information

● Allows for design time reviews by associating comments and provide responses to reviewers of the business process model

● Publish business models to end users for training and reference purposes with any necessary associated documents or URL’s

22

WebSphere

Modeling Related Roles

Casual

Reviewer

Basic

Advanced


- Basic -

Author / importReportsSwimlane


- Advanced -

Author / importSimulateAnalyze / ReportsPublishExport to I/T

Casual-.pdf

-Powerpoint-Excel / Word-.jpg /.svg

General Interest

Reviewers- Browser -

ReviewCommentsSuggestionsAttachments

Publisher Server- Admin -

Repository Owner- Admin -

23

WebSphere

WebSphere Business Modeler- Advanced -

Team Support & Collaboration Publishing Server

Publisher Server


Reviewers- Browser - Reviewers

- Browser - Reviewers- Browser - Reviewers

- Browser - Reviewers- Browser - Reviewers- Browser - Reviewers

- Browser - Reviewers- Browser - Reviewers- Browser - Reviewers- Browser - Reviewers

- Browser - Reviewers- Browser - Reviewers- Browser -


WebSphere Business Modeler- Basic -

WebSphere Business Modeler- Basic - WebSphere Business Modeler- Basic - WebSphere Business Modeler- Basic - WebSphere Business Modeler- Basic -

WebSphere Business Modeler- Basic -

Author / importSimulateAnalyze / ReportsPublishExport to I/T

Author / importReportsSwimlane

Publisher Server- Admin -

ReviewCommentsSuggestionsAttachments

Set AccessReleaseDelete

Model RepositoryClear Case - CVS

Repository Owner- Admin -

Sync – Commit – Update Compare - History - Audit

Sync – Commit – Update Compare- History - Audit

Publish

Export to I/T

24

WebSphere

Human Workflow in BPMKey factor for business success

● Human workflow is about assigning the right work to the right people at the right time, with the information they need, presented for immediate action

● Human Workflow is required for important business scenarios Exception handling for automated process steps Manual review and approvals Legal regulations including human decisions ...and many more

● Demonstrate Compliance and policy fulfillment Policies, Rules, Regulations, Legislation

Sarbanes-Oxley (financial reporting)

HIPAA (reduce paperwork)

Basel II (financial risk assessment)

Quality Initiatives ISO 9000 Lean management etc

Task 2

Task 4

Task 3

Task 1 Task 6

Task 5

Process Instance

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WebSphere

Human Task Manager - Staff ResolutionAssociating People with Tasks

Brochure Creation Process

create

approve

revise

User Verb“John Doe"

Group Verb"Approvers"

DepartmentsDepartment1

Member1Member2...

Department2...

UsersGroup1

Member1Member2...

Group2...

RolesRole1

Member1Member2...

Role2...

e.g. LDAP

Human Task: Process step

performed by person / group of people

Human Task: Process step

performed by person / group of people

Assignment rule:

Who is supposed to work on the

task?

Assignment rule:

Who is supposed to work on the

task?

External Staff Directory:

Holds user information

External Staff Directory:

Holds user information● Several user roles like potential

owner or administrator are supported to assign specific permissions on a task to a certain user or group of users

● Static and dynamic staff queries are supported

E.g. Users by user ID

E.g. Group Members

E.g. dynamic queries based on process context or business data

● Support for group work Access to tasks based on individual

group membership

Performance optimizationOut-of-box supported user

repositories LDAP Local OS User Repository WebSphere Member

Manager (when used in combination with WebSphere Portal)

New

Dynamic assignment

rule: Assign to owner of task “create”

= user “John Doe”

Dynamic assignment

rule: Assign to owner of task “create”

= user “John Doe”

26

WebSphere

Business RulesExternalize Business Logic for business flexibility

Rule Group

Decision Table

Rule Set

27

WebSphere

Process monitoring supportControlling your business process environment

● Graphical Process Instance Viewer Real-time snapshot of your process

Understand process structure Check status of process and its

activities at runtime

● BPC Observer allows you to observer state and evolution of business processes e.g. number of active processes

e.g. rate of finished process per day

28

WebSphere

● Leverage real information about your business Better decisions, quicker Core business facts (runtime statistics)

from monitor are passed back into modeler for simulation, analysis, diagnosis, and action

● Improve your business Business process improvement Discover true process behaviors Fact based simulation leading to

improved process design for the next solution deployment

Feedback for continuous improvement

Modeling and Simulation


Execution and Monitoring

WebSphere Process Server &WebSphere Business

Monitor

Runtime Statistics-

Process “Actuals”

Business Measures Model

29

WebSphere

WebSphere Business Modeler Summary

DISCOVER potential areas for process improvement and latent value in existing processes

Prove the value of improvement BEFORE committing resource and dollars.

Know the financials BEFORE, and monitor them AFTER

Accurately & Effectively communicate requirements from Business to I / T

Cut the time required to develop and implement new processes

Establish and measure the BUSINESS PERFORMANCE of the process in real time

30

WebSphere

SOA BPM Lifecycle

Model > Assemble > Deploy > Manage

31

WebSphere

Bridging the Gap Between Business and I/TThe SOA Lifecycle

Gather requirements

Model & SimulateDesign

DiscoverConstruct & TestCompose

Integrate peopleIntegrate processesManage and integrate information

Manage applications & services

Manage identity & compliance

Monitor business metrics

Financial transparencyBusiness/IT alignmentProcess control

32

WebSphere

End-to-end process capabilities for your SOA



WebSphere Process & Portal Servers

WebSphere Business Monitor

Simple to use process modeling for the business analyst to help maximize process

and business resource re-use

Easy-to-use integration to simplify and speed the assembly of composite applications

Flexible deployment of business processes, making plug-and-play of

components a reality

Real-time visibility into process performance enabling process intervention and continuous improvement

WebSphere ESBConnectivity infrastructure for

integrating applications and services to power your SOA





33

WebSphere

End-2-End SOA Business Process Management CapabilitiesDesigned to Start Anywhere in the Cycle – Use only what you need

ContentManagement

Business Modelingand Simulation

Collaborative Development

Runtime for Workflow & Services Choreography

Business Monitoring, Dashboards and Analytics

Clean hand-off to IT with Business Models,

Metrics

Integrated deployment of policies, rules, and

services based on an SOA platform

Real time collaboration and management of business processes

Feedback for continuous

improvement and optimization

34

WebSphere

SOA Enables Business Process Management

SOA improves how you design, manage, and optimize your business processes by enabling:

• Solution Building Efficiency

• Reuse of existing assets

• Flexibility in change

Services are the “building blocks” for business processes

35

SOA Business Driven Development – Roles and Tools

Defines business contract and system use cases

Models Service ImplementationRational

SoftwareArchitect

Rational SoftwareArchitect

Solution ArchitectDefines, models Processes

Optimizes Processes through simulations

WebSphere BI Modeler

WebSphere BI Modeler

Business Analyst

Implements Processes and Composite Applications

Defines ServicesWebSphere Integration Developer


Integration Developer

Implements Services

Constructs other J2EE artifactsRational

Application Developer

Rational Application Developer

J2EE Developer

36

SOA Across Business and IT

How do I optimize my

business processes?

Business ModelsIdentify Process Tasks

I/T Components exposed as SOA Services

How do I integrate to my existing systems?

Business and I/T can use a

common language

a.k.a. “Process

Integration”

RSAMod 1 WID 1 RPM BizDemoMod 2 ProcPortRAD Java WS RAD Mkt Sim WID Wire

# of BusinessProcessTasks

=# of

IT Services(aka Granularity)

WID Wire 2

Demos: 1 2 3 4 5 6 7 8 9 10 11

© 2006 IBM Corporation

Discovering the Value of SOA

SOA on your terms and our expertise

WebSphereProcess Improvement Workshop

Overview and preparation requirements

Hans Skalle

Workshop Facilitator

612-220-1880, [email protected]

38

WebSphere Process Improvement Workshop KickoffTopics

Background – Why business process management?The WebSphere Process Improvement Workshop (PIW) – Overview

Activities and scopeThe PIW process

Sample results Preparation Requirements

38

39

IBM Process Improvement Workshop (PIW) – Scope

ConsultingServices

Engagement

WebSpherePIW

Goals:

• Demonstrate Modeler value, capability

• Demonstrate five-step improvement method

Scope:

• Business (vs. technical) modeling

• Sub-process (limited to +/- 20 tasks)

Simple Complex

2-3 days +/-1 week

On-site:Elapsed:

40

What to look for in the current and future states

Current state process

Bottlenecks and constraints

Rework, errors and exceptions

Missing, incomplete information

Fragmented processes held together through spreadsheets, re-keying, informal workarounds

Numerous approvals and audits

Sequential activities creating delays

Paper-based processes

Lack of measures, performance indicators

Decisions based on feelings vs. facts

Processes that are too slow, too costly to be competitive

Future state process

Improved process

Streamlined with automated workflow

Exception-based including alerts and escalation (out of bounds conditions and time triggered)

Improved access to accurate information through integration

Rules-driven approvals and routing

Use of managed parallel activities

Dashboard monitoring and decision-making based on real-time Key Performance Indicators, results

Improved ability to respond to and implement required regulatory controls

Reusable business services

41

Placing the scope of the PIW on the prioritization and evaluation matrix

Initiative A Initiative B Initiative C Initiative D

Scope of PIW

Associated with a key, meaningful

initiative

Associated with a key, meaningful

initiative

Lower effort

Lower, non-strategic value

Higher strategic value, linked to key initiative

Greater effort

Payback

Simulation may be used to assist with the calculation

of payback and positioning

Reengineering project

42

WebSphere Business Modeler – Five steps to continuous process improvement

Define and Align Objectives

Assess and Analyze

Model Current State and Gather Data

Cycle of Improvement

Model Future State, Evaluate Options

Implement and Manage

Define improvement objective (e.g. “Reduce process cycle time by…”)

Link to core process and/or key initiative

Model exception paths including required corrective action

Gather and load cost and time (duration) data

Classify activities (value add vs. rework) Develop a simulation test plan Simulate “As-Is” process to identify

bottlenecks and high cost areas Prioritize improvement opportunities

Eliminate unnecessary steps, simplify as much as possible

Look for opportunities to automate (think business services!)

Model alternatives and rank by payback (use a simple matrix)

Gather feedback on the proposed process

Develop pilot and implementation plans

Create measures Assign technical

attributes Implement, Monitor

performance

43

WebSphere Process Improvement Workshop process

Onsite WorkshopPre-Workshop (approx 1 – 2 wks) Post Workshop


Customer LOB SMEs

Create draft current-state model, project

tree, Exec ppt


Provide documentation (Visio, procedures, forms, input sheet)

Identify process, set expectations

regarding scope

Execute next steps

IBM Sales RepresentativeCustomer

Prepare Executive presentation, next steps summary


IBM Representative Discuss workshop

value, process and determine dates

Possible next steps: Proof of Technology lab Additional workshop(s) Software Investment

You are here

Workshop FacilitatorCustomer Representatives

Conduct Process Improvement

Workshop

2 to 3 Days

44

Day One

Conduct Process Improvement Workshop – Day One

Deliver kickoff presentation to level-

set expectations

Approx 2 Hours

Review current state and agree on/refine

scope

Approx 2 Hours

Model current state using WebSphere Business Modeler

Approx 4 Hours

Current State

Day One: Establish boundaries, model and/or review the current state

45

Day One

Conduct Process Improvement Workshop – Day Two

Deliver kickoff presentation to level

set expectations

Approx 2 Hours


scope

Approx 2 Hours


Approx 4 Hours

Current State

Day Two

Review current state and brainstorm future-

state improvements

Approx 1 Hours

Create future-state process model

Approx 4 Hours

Compare current- and future-state models

(simulation)

Approx 2 Hours

Future State

Day Two: Brainstorm improvements, model the future state

46

Conduct Process Improvement Workshop – Day Three

Day One

Deliver kickoff presentation to level

set expectations

Approx 2 Hours


scope

Approx 2 Hours


Approx 4 Hours

Day Two

Review current state and brainstorm future-

state improvements

Approx 1 Hours

Create future-state process model

Approx 4 Hours

Compare current- and future-state models

(simulation)

Approx 4 Hours

Current State Future State

Day Three

Package results, create Executive

Presentation

Approx 4 Hours

Deliver Executive Presentation

Approx 2 Hours

Agree on next steps

Approx 1 Hour

Next Steps

47

WebSphere Process Improvement Workshop KickoffTopics

Background – Why business process management?The WebSphere Process Improvement Workshop (PIW) – OverviewSample Results

Customer backgroundActivities summaryCurrent-state model and analysisImprovement areasFuture-state model and simulation results

Preparation Requirements

47

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Sample ResultsCustomer background

Had used Visio to document processesInconsistent from modeler to modelerNo ability to simulateSome modeling standards in placeVarious symbols used for Task attributes

Six Sigma companyFirst major Six Sigma initiativeWorked with a newly formed Six Sigma project teamUser of Six Sigma’s Design, Measure, Analyze, Improve, Control (DMAIC) methodologyVery talented team

Strong engineering and manufacturing backgroundsExperienced with statistical process analysis

49

Sample ResultsPIW Activities

Pre-workshop ActivitiesCustomer provided VISIO diagrams, documentationImported prior to the on-site workshop

On-site ActivitiesRefined and validated current state process flow

Resolved VISIO symbols that did not map to BPML constructsAdded model attributes including time and cost

Conducted simulation and analysis using basic techniquesAnalyzed standard time and cost reportsIdentified problem areas, constraints

Identified improvements based on problem areasCreated the proposed future state process modelRan simulations and conducted comparative analysis

Analyzed standard time and cost reportsAnalyzed Comparative reports

Created and delivered executive presentation to sponsors

50

Process Improvement Workshop – Visio import

Minor Visio clean-up was required for import

Model was completed by resolving and adding

required BPMN components

Model was completed by resolving and adding

required BPMN components

51

Process Improvement Workshop –attributes added

52

Process Improvement Workshop – current state simulation

53

Process Improvement Workshop – evaluated improvement options

Potential Areas of ImprovementConsolidate / Eliminate TasksMaximize the use of Parallel pathsIncrease probability of most desirable pathsReduce task durationsModify resource requirementsAutomate tasks or sub-processes

Implemented in the To-Be model

54

Process Improvement Workshop – Process Comparison

55

Task lists are worked by Team members using

handheld devices which update the Task Manager

High-level architectural component diagram (draft)

Gather lists from in-store applications

Create prioritized

lists

Distribute task lists

Event DB

Monitor dashboards provide insight, allow adjustment

Correlate events, apply

rules

Update event database

Cor

pora

teS

tore In-store Applications

Update results

Create tasks list

Application

Event DB

In-store Task

Manager

1

2

3

4

5

Task Optimization Process

56

WebSphere

Resourceshttp://ibm.com/developer (IBM developerWorks for technologies and/or products)

Java, J2EE, Web Services and other technology zones are on the left hand sideWebSphere Zone: http://ibm.com/developer/websphere Rational Zone: http://ibm.com/developer/rational Free Education Portal: http://ibm.com/developer/training

http://www.redbooks.ibm.com (How-To Step-by-step Practical Implementation Books)

http://JavaSOA.com (a.k.a. SOAWeb20.com, WebSphereCentral.com, RationalCentral.com)

(Tutorials, Links, Presentations, White Papers, Articles, etc.)

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