Process Efficiency World Tour Houston presentation
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Transcript of Process Efficiency World Tour Houston presentation
HOUSTON TOUR AGENDA
25/10/2012 3
• Introductions & welcome
• BPM 101
• BPM 2.0 revolution
• Who uses BPM?
1:15 – 3:30 PM
• Demo
• Q&A 3:30 – 5:00 PM
• Happy Hour 5:00 – 6:30 PM
Live
demo!
#1 GROWING BPM PROVIDER
•1,500,000 DOWNLOADS
•25,000 COMMUNITY MEMBERS
•450 CUSTOMERS
•100 EMPLOYEES
•60 TECH & SI PARTNERS
6
AWARDS
#PEWT2012
8
“Bonita Open Solution is the only
open-source product that meets
Gartner's definition of a BPMS.”
Open Source BPM report, June 2011
#PEWT2012
WHAT WE DO.
HOW WE DO IT.
• Graphical Studio
• Business & Tech collaboration
• Processes + Apps + Analytics
• Process templates
THE BENEFITS.
• Improved collaboration
• Fast IT alignment to business
• Easy to update & maintain
• Immediate ROI
Delivering Business Efficiency by turning
Processes into Applications
PROCESSES ARE EVERYWHERE…
• …and fundamental to all types of organizations
– Marketing and Sales
– Customer Relations
– Human Resources
– Corporate Finance
– Facilities
– Internal policies and procedures
– Communications
– R&D
– And more!
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BPM
WHAT IS PROCESS?
12
A business process is [or should be] a
collection [serial, parallel, network, etc.] of
related, structured, value-added activities,
performed by relevant roles or
collaborators, which purposefully produce
specific services or products and/or satisfy
particular business objectives
Communicate with stakeholders
Establish corporate governance
Apply continuous improvement
Use performance indicators (KPIs) and reporting
Measure effectiveness and obtain efficiency
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WHY MODEL A PROCESS?
WHAT IS BPM?
Two Important Elements to Understand:
1. BPM is composed of human and technological
factors
1. BPM is a holistic management approach focused
on aligning organizational objectives and other
aspects to continuously improve business
processes.
25/10/2012 14
BPM IS ALSO…
A Management Discipline
• Understanding, measuring and optimizing the business from an end to end customer facing perspective
A Technology Stack
• BPM suites (BPMS)
A New Model Of Business-IT Collaboration
• Business Process Modeling Notation (BPMN)
V3 - 022010 15
BPM LIFECYCLE
25/10/2012 16
The “Continuous Process Improvement” Process Identify and describe existing
processes and define "to-be"
processes:
• Process flow and attributes
• Alerts and notifications
• Escalations
• SOPs
• SLAs
• Task hand-offs
Perform “what-if” analysis on
combinations of variables to
determine how the process
might operate under different
circumstances Tracking individual
processes:
Process state –
Performance statistics –
Identify potential
or actual
bottlenecks
Identify potential
opportunities for
cost savings or
improvements
BPM INTEREST TREND
25/10/2012 19
How HOT is BPM?
Search trend for “BPM”
Search trend for
“business process”
News trend for “BPM”
Search trend for “BPM”
Search trend for “SOA”
Search trend for “Cloud Computing”
Source: Google Trends, SEP 2012
BPM MARKET OVERVIEW
• Worldwide spending on BPMS is expected to reach $2.6 billion, up 6.9%
compared to 2011 (Source: Gartner)
• Global Industry Analysts research suggests that the global BPM market will
reach $5.3 billion by 2017
25/10/2012 20
Growing Market With Mature Products
BPM Deployments by Region
North America
South America
Europe
Asia & Pacific
Africa & Middle East
BPM Deployments By Industry
Manufacturing
Government
Utilities
Financial Services
Technology
Other
Source: Transformation and Innovation State of the Market Report
BPM STANDARDS
• Business Process Model and Notation (BPMN):
– Provides model to describe internal business processes, collaborations, and transactions
in a graphical notation
– Promotes communication of processes in a standard format
– Managed by Object Management Group (OMG)
– Can be represented as XML Metadata Interchange (XMI)
25/10/2012 21
Promoting Interoperability
WHY BPM
25/10/2012 22
Drivers for Adoption
Busin
ess D
river
Source: Derived from BPTrends Research Data
0% 10% 20% 30% 40% 50% 60% 70%
Manage IT resources
Other
Regulatory
Customer Service
Innovation
Organizational Agility
Operational Efficiency
2011
2009
2007
2005
WHY BPM
• BPM promotes a collaboration to rapidly automate processes
– Business users design processes with IT … business “owns” the
process
– IT facilitates with deployment infrastructure, system integration,
and enterprise IT governance
• Getting IT and Business Users to Collaborate on Process
Optimization Fosters “Business Agility”
– 99% of the CIOs with a mandate to transform their business are
considering BPM to provide better internal collaborative processes
to assist in that transformation (Source: 2011 IBM CIO Survey)
25/10/2012 23
Drivers for Adoption: Aligning IT to Business Needs
By 2020, Empowered Business Technology will be commonplace in organizations Source: Forrester Research
WHY BPM
25/10/2012 24
Drivers for Adoption: Operational Efficiency
• Minimizing waste within operations
• Volatile marketplace continues to drive cost-cutting
measures – Global marketplace demands competitive price and quality
• BPM helps organizations reduce costs by creating smarter processes that
increase operational efficiencies
– Automating manual processes increases productivity
– Reducing cycle times for key processes reduces costs
• Customer satisfaction
• Optimize partner network processes
• Regulatory compliance reporting automation
WHY BPM
• Establish innovation process to drive innovation from analysis
of strategic goals to idea generation to product release to
measuring success and more
– Collaboration is key
» Innovation team
» Operations
» Across traditional business silos
– BPM simulation can be used to select new ideas
– Monitoring helps optimize the innovation process
• Create new processes to drive innovation
– New supply chain process
– Enhancing customer-facing processes (e.g., claims process)
25/10/2012 25
Drivers for Adoption: Innovation
BPM SERVER / SUITE (BPMS)
26/10/2012 26
Addressing User Pain Points
Source: Transformation and Innovation State of the Market Report
0% 5% 10% 15% 20% 25% 30%
Visualize, Simulate, and Troubleshoot Business Processes
Analytical Reporting
Automation of SOPs
Change Business Rules and Processes Without Impacting…
Enforce Best Practices and Required Procedures
Ensure Accurate and Consistent Data Entry or Document…
Operations and Personnel Performance
Standardize Process Models
Top Pain Point Addressed in BPM Deployments
% Selected
BPM SERVER / SUITE (BPMS)
• Five barriers to BPM success (Source: Forrester):
– Unable to demonstrate the value delivered
– Starting BPM without understanding BPM
– Rely on facts, not perceptions
– Don't forget ROI
– Measuring rather than improving
• Implementing a BPMS without analyzing requirements for BPM use
cases
• Forgetting human factors with “blind” focus on process optimization
• Not establishing a BPM Maturity Model
25/10/2012 27
Obstacles to Avoid
“It's not really implementing the software that's the problem … you're
changing the way people work, and [need to ensure] that two years from
now, they don't go back to their old habits while also trying to circumvent
[what they were told to change]," Source: Gartner
BPM SERVER / SUITE (BPMS)
25/10/2012 28
Deployment Issues
0% 10% 20% 30% 40% 50%
Underestimated Processor Organizational Issues
Training
Politics
Excessive Scope Creep
Top BPM Deployment Issues
% Selected
Source: MarketIQ
BPM TRENDS AND FUTURE
25/10/2012 29
The Crystal Ball Perspective
Continued Growth in BPM Market
• $8 Billion Global Market by 2020
Mergers and Acquisitions …
Market Consolidation and Market Integration
Increased Social BPM Offerings
BPM & Cloud Growth
Automating Cloud Governance Processes
PaaS / SaaS / AaaS BPM Offerings
Expansion of Mobile Offerings
Intersection with Web 3.0
(LinkedData, etc.)
Increased Use of BPM to Empower
Business Technology
BPM FOR EDUCATION
The school
• Well known university
• Over 2,000 students and several hundred faculty members
Their Problem & Goals
• Cost effective and rapidly deployed solution needed to automate their manual grant allocation and payment processes
Why they chose Bonita Open Solution
• Intuitive & easy to use Interface
• Access authentication and data integration functionalities
• Easy to build data entry forms
• Multi platform architecture
25/10/2012 31
“Bonita Open Solution was an integral part of the success of this project. Our client was delighted that we were able to completely automate the complex payroll calculations, as well as shorten the amount of time required to fill out all the forms and eliminate the need to walk paper forms around the campus,” - Dustin Henson, Development Manager at VivánTech
BPM IN THE INSURANCE INDUSTRY
The Company
• Leading insurance holding company whose member companies offer a wide variety of investment services, such as life insurance, annuities, and securities.
Their Problem & Goals
• Increase revenue while reducing costs
• Streamline processes across diverse corporate holdings
• Increase agile methodologies via BPM, become paperless by 2014
• Manage standard insurance claims processing then automate procurement process
Why they chose Bonita Open Solution
• Open Source and more cost effective than other alternatives
• Business Analysts were easily able to use the Studio for process modeling
• Users also appreciated that processes could be deployed in very diverse IT environments
• Increase Agile methodologies.
25/10/2012 33
BPM FOR STREAMLINING SCHEDULING
PROCESSES
The company:
• Specializes in workforce injury prevention
• Deployed BOS for several years
Their Problem & Goals
• Workflow software needed to be integrated in the custom versions of their injury prevention applications
Why they chose Bonita Open Solution
• Easily Configured
• Flexible, open source backend
• Custom processes modeled in Bonita Studio
25/10/2012 34
THE PROCESS TO BE AUTOMATED
Employee submits a web request for a health related service using forms built on Bonita Open Solution
Bonita Open Solution uses complex business rules to set the priority of each request submitted by the employee which is then assigned to a consultant
An activity is scheduled and the employee receives an eCalendar invitation
The consultant then performs an ergonomic assessment and completes a report which is sent to the employee and their manager
The case is then updated, and a survey is sent to the employee to set their case status as ‘closed’
25/10/2012 36
BPM FOR INSURANCE
The Company
• European leader in electronic billing, electronic invoicing and cash flow management
Their Problem & Goals
• Detailed monitoring of resolution of customer inquiries
Processes Upgraded
Customer relationship management and the allocation of cases to different services
Results
• 30% fewer documents
• Time savings equivalent to 3 full-time employees
• Administrative efficiency
25/10/2012 37
BPM FOR PAPERWORK REDUCTION
The Company
• European leader in electronic billing, electronic invoicing and cash flow management
Their Problem & Goals
• Automate the entire billing process by integrating Bonita Open Solution into their SaaS solution
• Electronic invoice validation – fewer forms
Results
• Extremely fast integration, rapide go-to-market
25/10/2012 38
BPM FOR CONTRACT MANAGEMENT
The company:
• A leading global manufacturer of printing equipment, optics, medical imaging and industrial measurement
Their Problem & Goals
• Optimize the management of business proposals
• Upgrade from data entry to invoicing, sales simulations and analysis of configuration scenarios specific products and architectures
Results
• 30% increase in number of proposals processed with the same headcount
25/10/2012 39
““We have seen a spectacular jump in our productivity; a new contract, which was traditionally approved in four or
five days in the past, can now be approved in under an hour. Overall, our contract processing capacity has
increased by 30%!”
- Xavier Riehl, Head of information systems
DESIGN.
42
Bonita Studio
• BPMN 2.0
notation
• Customized
per user
profile
• Drag-n-drop
application
development
#PEWT2012
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COMMERCIAL OFFERINGS We support your projects and accelerate their success
• Professional Services
- Training
- Certification in development and administration
- Consulting: On-Site or Remote
• Annual Subscription Pack (SP)
- Gold or Platinum Technical Support
- Features to facilitate collaboration, speed development, aid testing and deployment
BONITASOFT SUBSCRIPTIONS
Team collaboration • Shared repository
• Productivity features
Business driven • Process templates
• Custom profiles
Mission-critical • Monitoring
• Error management
Subscription Packs
• Commercial license
• Professional Support
• Software Upgrades
Bonita Open Solution
• Open source license
• Free of charge
• Community support
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• Shared repository
• Development productivity
• Documentation generation
• Search
• Custom reports &
dashboards
• LDAP synchronization
• Secure graphical
Web Services discovery
• Salesforce Connector
• Built-in document mgmnt.
• Generate PDF from data
• Custom look-n-feel
• Gold professional support
• Custom profiles
• Process templates:
HR, Finance, Quality
& IT management
• Enterprise document
management (CMIS)
• SAP Connector
• Gold or platinum
professional support
• Resource monitoring
• Process monitoring
• Error management
• Gold or platinum
professional support
• Graphical modeling
• User preferences
• Connectors, e.g.:
Email, Secure Web
Services, Drools
• Form designer
• BPMN 2.0
• Versioning
• Simulation
• Multi-tenancy
• Widget hints, tooltips
• Online documentation
• User guidance
Collaborative environments Advanced environments Mission-critical For first projects
BONITA OPEN SOLUTION EDITIONS
Subscription Packs
Open Source Teamwork Efficiency Performance
Teamwork
+
Efficiency
+
THANK YOU, AND…
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OPEN SOURCE COMMUNITY
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• Source Code
#PEWT2012