Best Practices Learned from Process Accelerator Solutions Cesare Rotundo, Chuck Jones Product Management - Oracle Yat-Lo Lay EAI – McAfee, an Intel Company

Best Practices Learned from Process Accelerator Solutions

Cesare Rotundo, Chuck JonesProduct Management - Oracle

Yat-Lo LayEAI – McAfee, an Intel Company

September 29, 2014

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Program Agenda

What are Solution Accelerators?

Best Practices and Patterns in Accelerators

McAfee: Order Management Patterns

Conclusion: Creating a Practices / Patterns Ecosystem

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What are they?Oracle Solution Accelerators


Oracle’s pre-built BPM and WebCenter Content solutions

Employee Onboarding (Horizontal )

LoanOrigination(FinancialServices)

IncidentReporting

(PublicSector)

Financial ReportsApproval (FS)

Insurance Claims Management and

others…

Solution Accelerators: Pre-built Solutions to Key Processes

Web Forms

ADF Mobile

Business Processes

Workflow Business Rules

OEPImaging / Capture

Content Management

Adaptive Case

Management

Oracle BPM Suite (+WebCenter, +App Integration)

SocialNetwork

Application Integration

BAM

ProcessComposer

What are Oracle Solution Accelerators?


Out-of-the-Box

Product Grade

Extensible, Pre-Integrated

Dashboard-driven

Designed with Customers

Embody Best Practices

The Solution Accelerators Difference

Employee Onboarding (Horizontal )

LoanOrigination(FinancialServices)

IncidentReporting

(PublicSector)

Complaints Management (Hor.)

Insurance Claims Management and

others…

Pre-built Solutions to Key Processes


Oracle Solution Accelerators

Public Sector

Financial Services

Loan Origination

Financial Reports Approval

Incident Reporting

eForms Management

Business Account Opening

Insurance Claims Management

Telecom

Mobile Data Offloading

Application Extensions: Siebel, PeopleSoft, EBS, JDE, Fusion, …

Horizontal

Travel Request Management

Document Routing and Approval

Internal Service Request

Employee Onboarding

Complaints Management


Accelerators: Inside the BoxAll Product Quality Components for a Complete OOB Solution

Apps Integration

Business Rules

UI-driven Extensibility

KPI-drivenAnalytics

DashboardsMobile

Interaction Business Objects

Process/Case Models

User InterfaceWebCenter Components


Why Solution Accelerator?

Pre-built Best Practice Processes

Oracle Solution Accelerators

• Demonstrate the value of BPM+ to Business• Accelerate BPM+ value delivery• Deliver quality solutions for core processes • Deliver solutions to cover “white space” among COTS Apps • Deliver best practices to empower IT and Business via

concrete, working solutions!• Enable an ecosystem of customers that apply BPM+ to

quickly enable business processes

Enable a Business-centric BPM(+) Solution Model


Business PatternsFrom Oracle Solution Accelerators


Business Patterns

• Reuse Accelerators for similar business patterns• Combine Accelerator to solve complex requirements• Use components to create new solutions

Reuse, extend, or select elements from existing Accelerators


Business Patterns

• Configurable Data & Labels

• Case Management Reuse– Industry Variations– Patient Intake Tracking– Correspondence Management• Assess & classify correspondence• Standard Response Sequences– Response Required (ex.: complaint)– No Response

• Ad hoc response sequences• Store in WebCenter Content

Complaints Management


Extending the Business PatternComplaints > Correspondence Management1. Set up new

Correspondence Types & Response Types in CMPM.

2. Set up new Correspondence Response Templates.

3. Set up new Response fields.

4. Log, store, and respond to Correspondence.


• Configurable Services & Service Groups enable setup of sequences of tasks– Off Boarding• Equipment Check in• IT De-Provisioning• Document Collection

– Cross Boarding• Office Moves• Travel Arrangements• New Team Intros

– Customer Onboarding– Partner Onboarding

Business PatternsEmployee Onboarding


Takedown

Extending the Business PatternEmployee Onboarding > Off-Boarding

Staff Off Boarding

DeProvision Self Service

DeProvision

Self Service

Self Service

Self Service DePr

Self Service DePr

IT Department

1. Set up new service subtypes for Off-Boarding:

IT DeprovisioningHardware Check InExit InterviewCompliance DocumentationRoom Cleaning

2. Set up new service groups to collect subtypes for Off Boarding:

3. Submit Off Boarding Request.


Business Patterns

Public Sector Incident Reporting Pattern:

• Incidents of any type can be tracked through configurable incident types– HR Incident Reporting– Facilities Incident Reporting– Operations Quality Incident Reporting

• Reuse Geospatial Capabilities– Add to Complaints Management for geographic pattern analysis– Add to eForms Management for Licensing address analysis



Extending the Business Pattern PSIR + EFM > Licensing

eForm

License to do Business As Request

Request ID

1. Set up new License Request form in Electronic Forms Management.

3. Set up new routing in new EFM/PSIR solution. Reviewers use map to analyze zoning or density issues.

Retail

2. Add Mapping Component from PSIR.


Business Patterns

Financial Reports Approval Pattern:

• Enabling business users to execute tasks from within spreadsheet – Complex Bid Estimate Management– Budget Preparation

• Combine with ISR for complex Capital Expenditure Evaluation– FRA for CAPEX cost assembly– ISR for Final Approval and Fulfillment



Extending the Business PatternISR + FRA > Complex CAPEX Approval

DeProvision

Self Service

Self Service

Self Service DePr

Self Service DePr

IT Department

1. Set up new Service Type, Routing, and Departmental Process Model in ISR.

2. Define a standard CAPEX spreadsheet.

3. Use CAPEX justification spreadsheet for review, revision, and final approval.


Business Patterns

• Configurable Forms Entry, Submission, & Approval– Generic Approvals Management– Document Collection with Forms based justification

• Combine with ISR for Fulfillment– Submit Licensing Request with EFM– Send License Medallion with ISR

eForms Management Pattern

eForm

Pet License Request

Request ID


Extending the Business PatternEFM + ISR > Pet Licensing

eForm

Pet License Request

Request ID

1. Set up new Form Type in EFM.

DeProvision

License

Self Service

License

Self Service DePr

IT DepartmentLicense

2. Set up new Service Type and Routing in ISR.

3. Submit Licensing Request. Tag sent to requestor by fulfilling department.


Business PatternsFrom Customers: McAfee Global Order Processing

Oracle BPM As Order Management System in McAfee: POST – Purchase Order Status Tracking

Yat-lo Lay - Enterprise Application Integration

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POST – A functional definition

What is POST and what does it do?

• Receives orders - POST receives enterprise orders from our channel partners (distributors).

• Validates orders – Order Operations team uses the POST BPM system to clean up and validate orders.

Invalid orders are rejected back to the distributor.

Validated orders are either sent to SAP or supervisor for further review.

• Small order automation – Small orders are automatically processed to SAP.

• Invoicing & Delivery – Invoices and Deliveries are sent from SAP to our partners.

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POST – Components

What is POST composed of ?

• B2B Applications – Oracle B2B servers, Oracle Fusion Middleware.

• Windows Services – Small Order Automation & Excel Load Agents.

• Oracle BPM – Oracle BPM Workspace/Workflows & DB.

• Web Applications – Order GUI, Queries/Reports Dashboard (.NET).

• Web Services – MDM Customer lookup, Siebel/CRM Contact, Quote & Product lookup, Taxware lookup.

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POST Logical Architecture

McAfee Confidential

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POST BPMN process

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POST BPM Workspace

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POST BPM Order UI

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POST Order Dashboard - Reports

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POST Order Dashboard - Queries

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POST Order Dashboard - Analysis

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Process Accelerator Solutions for POST- Common & Generic Business Components : Reports, Queries, Historic Data Analysis, Business Rules configuration.

Apps IntegrationBusiness Rules

KPI-drivenAnalytics

DashboardsProcess/Case Models

User Interface

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Conclusion A BPM+ Solutions Ecosystem


We can all benefit from BPM+ Business Patterns

• Look at Oracle BPM and WebCenter as platforms for Business Design• Recognize that reuse needs to happen at the business level• Think in terms of business patterns• Explore Oracle business patterns in Oracle Accelerators• Share your patterns to have them abstracted in Oracle solutions

A new kind of business-driven development


Documents

Best Practices Learned from Process Accelerator Solutions Cesare Rotundo, Chuck Jones Product Management - Oracle Yat-Lo Lay EAI – McAfee, an Intel Company