what-is-bpm-1234452005226143-3.ppt

What is BPM?

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BPM Defined

Business Process Management is a generic term, that encompasses the techniques, structured methods, and means to streamline operations and increase efficiency.BPM techniques and methods enable you to identify and modify existing processes to align them with a desired (improved) future state.

Business Process Management is a means to study, identify, change, and monitor business processes.


BPM is not The automation of manual tasksRe-engineering the EnterpriseChange ManagementSix SigmaA management methodologyWorkflow or BPM technology But the techniques and tools can be used to support any of theseif you want them to!


Principles of BPM:Organise around outcomes not tasksCorrect and improve processes before (potentially) automating themEstablish processes and assign ownershipStandardise processes across the enterpriseEnable continuous changeImprove existing processes, rather than build radically new or perfect processes


Typical Business DriversPerceived or Expected Benefits:Reduce staff and office overhead numbersProcess business critical activities fasterReduce the number of errors and exceptionsReduce overall IT costsReduce duplicationsIncrease visibility into operational efficiencies and bottlenecksReduce business risksImprove customer service and retention

http://www.aiim.org/bpm


The MandateBPM changes things.You need the authority, the will, and the ability to change things; this means aligning any project with enterprise goalsAnd You need the support of those whose daily work and activities you will change, as well as the support of the management that owns the overall process



BPM & EthicsBPM changes things.Our projects will commonly impact the day to day work activities of individuals and groupsOften reducing human involvement in a processOur projects will typically utilize confidential and secure dataOur projects will commonly have an impact on the enterprise as a whole (increased profit/efficiency)As such every BPM project needs to consider and be aware of the ethical issues that will occur on a daily basisProcess consultants often face difficult or conflicting ethical situations



Business AnalysisNo business process improvement or change activity can be undertaken without the use of business analysts and/or business analysis techniquesYou must never attempt to change a business process without first analyzing the business impact of the change in detailMost people think they understand the techniques of analysis (e.g., requirements gathering), but few actually doMost projects failures do not stem from technologyRather, a lack of insight, stakeholder support or planning -- all things that are the focus of business analysts!


MethodsIn analysis work - consistency of methods of collection and delivery are essentialThere are many different types of methods The use of any method is typically much more effective than none - or a loose hybridThis presentation introduces you to three potential approaches for both business and technology process analysisBusiness Process AnalysisStructured AnalysisObject-oriented Analysis



1. Business Process AnalysisMost common starting point is when something is not right in the organisationA meta problem: there are duplicative processes and information across departmentsA business problem: exception rate is too high A micro problem: some user interface screens are confusingBusiness Analyst needs to evaluate the situation from various angles and identify core issues review any documentation, interview workersflowchart/document current processrecommend improvementsWhen to use: When you have already clearly identified a specific process or process for improvementshttp://www.aiim.org/bpm


Centered around understanding of Objects and ClassesClass - A class describes the characteristics of a thing (attributes, behaviors, properties, etc.)Object - An instance of a classmodeling techniques linked to UML (Unified modeling Language) and software engineeringAnalysis focuses on use cases Makes use of Sequence Diagrams, Class Models, and Activity DiagramsWhen to use: When you wish to improve a specific business applications performance and usability 2. Object-Oriented Analysishttp://www.aiim.org/bpm


3. Structured AnalysisViews a System as a collection of processes executed according to certain logic (or illogic!)Focuses on data flowsModels Data and Processes separatelyMakes use of Data Flow Diagrams, Relationship Diagrams, and FlowchartsWhen to use: When you wish to improve your existing IT investment infrastructure and gain greater process efficiencies in the enterprisehttp://www.aiim.org/bpm


Flowcharts DefinedWhat is a flowchart?

A graphical representation of the sequence of activities, steps, and decision points that occur in a particular, discrete process.http://www.aiim.org/bpm


Flowchart Example


Why Flowchart?To explain the sequence of a process graphicallyTo improve communication and obtain business-user validationTo identify bottlenecks and loops To assist with problem analysisTo provide a blueprint for developmentTo identify variations in process activityhttp://www.aiim.org/bpm


Charting vs. ModelingFlowcharting creates a graphical representation of the sequence and key elements of a business process

Process modeling extends this by Mapping dependencies and related flowsAdding data intelligence to the stepsEnabling simulation of flows to check for efficiencies and bottlenecksEnabling reuse of mapped chart elementsSupporting future monitoring of improved processeshttp://www.aiim.org/bpm


Advantages of ModelingThere are seldom single process flows - processes tend to have interdependencies These are difficult to capture in a regular flowchartMultiple processes and systems are the hallmark of most BPM projectsThe granular level of detail in a model supports eventual automation analysisCross-dependent processes can be acknowledged and inter-relatedThe needs of different stakeholders can be managed holistically (from business to technical)Models can potentially become managed objects in a ECM/BPM repository with version and access controls


BPMSEAmodelingDrawingToolsEnd UserFocusInfrastructureFocusSystem toSystem focusHuman toHuman focusDevelopmentToolsModeling Tool Options


Model to ExecutionExecution means implementing the model in an ECM or BPM system

The promise of powerful modeling tools is to create a process model, then to automate its execution

The reality is far more complex tools for moving from modeling to execution are evolving slowlyhttp://www.aiim.org/bpm


BPMN(Business ProcessModeling Notation)XPDL(XML Process Definition Language)BPEL(Business ProcessExecution Language)Standards and Protocolshttp://www.aiim.org/bpm


BPMN(Business ProcessModeling Notation)BPMN consists of four basic elements:

Flow Objects Event Activity Gateway Connecting Objects Sequence Flow Message Flow Association Swimlanes Pool Lane Artifacts Data Object Group AnnotationBPMN


Reality of BPMNBPMN has been designed to be understood by business analysts to technical developersBPMN is a good standard - but it does not always translate to BPEL (execution) - interim work will likely be requiredAll standards are open to interpretation - business analysts address different issues to technical developershttp://www.aiim.org/bpm


TechnologyMaybe none at all (often)In the context of this course:BPMWorkflowSmart Process AppsECM (Enterprise Content Management)ERP (Enterprise Resource Planning) / Business Applications



Contemporary BPMS ArchitectureNote: Not all tools provide all these services or implement them in the same way


Design & SimulationTools to capture and design business process modelsDesigned to be used in the first instance by business analystsGood design tools enable primary flowcharting, and secondary detailed modeling activitiesAdvanced UIs also allow for processes to be simulated so that existing and proposed process enhancements can be tested and modified in advance of go-livehttp://www.aiim.org/bpm


Analysis and Activity MonitoringSometimes called Business Activity Monitoring, or BAMData is created whilst executing a business processThe data can be analyzed and displayed via dashboards or reportsProcesses need to be monitored!Who has whatWhere it is When they got itIdentifies bottlenecks and areas of weak or no activityProvides reporting Enables process analysis



Process RegistryContains the process models and rulesAlso contains metadata about processesSupports re-use of process componentsWeb Services (SOA) compatible approach

Traditional challenges of component re-use apply Granularity and componentisation Management complexity Governancehttp://www.aiim.org/bpm


Orchestration (Workflow) EngineCore component for BPMSometimes called Process Engine or Process ServerParses and implements rules governing transitions between tasksUpdates the state of each process instanceOffers or delivers tasks as needed to workers or applications to do the workProvides reporting and alerts on demandhttp://www.aiim.org/bpm


IntegrationBPM application will seldom access just one source of informationHence the need to link the Orchestration Engine with other sources of data and servicesThe process definition needs to be comprehensive enough to understand and address the applicationInvocation can be either push or pullMay require variety of integration techniques:EAIESBBPM to BPMBrute forcehttp://www.aiim.org/bpm


Rules engines:Driven by defined rules, rather than processesSeparates business rules from application codeEvaluate the information provided by the process and control changes in complex flows Business processes often have complex flow controls. Allow the separation of rules from business processes This composite approach provides more flexibility and is more adaptable to changeBusiness rules describe the policies and practices of an organisation. For example a business rule might state that no credit check is to be performed on return customersRules Engine


Content RepositoryECM repository containing mainly unstructured data (documents and files)Manages information created in the business processManages information used by the business processManages metadata that may drive business processesE.g., content of a certain document type prior to a particular date is processed differently than other document types


Relationship Between BPM & ECMBoth BPM and ECM:Have notions of workflowInvolve business processesInvolve use of resourcesInvolve tasksWork on the basis of the right information, to the right person, at the right timeHave a reputation for being expensive

ECM almost always involves processesBut not all BPM deals with ECM (unstructured content)


BPM as a PracticeBPM as a ProjectBPM MasterFor more information -AIIM BPM Certificate Program99.7% found the course content to be excellent, good, or satisfactory

26% of course attendees got promoted, got a higher salary/bonus, got a new job, or landed new customers as a result of taking the coursehttp://www.aiim.org/training


BPM Practitioner Course available as an online, 24/7 self-paced, or 2-day face-to-face course:- Get a thorough understanding of different workflow and BPM technologies- Learn the fundamentals of flowcharting and standard charting symbols and functions- Learn how to best map, analyze, standardize, and automate business processes- Learn how to take a finished process model to execution - Identify and plan enterprise application integration- Earn the AIIM BPM Practitioner designation after passing the online exam

BPM Specialist Course available as an online, 24/7 self-paced course:- Identify business benefits and stakeholders of your BPM program- Learn requirements gathering and analysis- Learn best practices for designing new processes- Learn how to best manage change and continuous improvements- Earn the AIIM BPM Specialist designation after passing the online exam

BPM Master BPM Master Course available as a 3-day virtual live, or 4-day face-to-face course:- Fast track your education with the best of the BPM Practitioner and Specialist courses- Meet with, and learn from industry experts and professionals with similar challenges- Earn the AIIM BPM Master designation after passing the case study exercisehttp://www.aiim.org/training

www.aiim.org/training

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what-is-bpm-1234452005226143-3.ppt

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