2 © 2011 Pegasystems Inc.
Session Goals
Understand the key touch points between BPM and
existing technology solutions
Architect Pega BPM solutions that effectively leverage
existing capabilities
Create re-usable processes and rules that can be
leveraged across your enterprise
Leverage the changing Ecosystem to become more
Customer Centric
4 © 2011 Pegasystems Inc.
Agenda: Pega and the Enterprise Ecosystem
The Enterprise Ecosystem
Native inhabitants
Invasive Species
Pega and the Ecosystem
Integration
Legacy Transformation
Composite Portals
Social BPM
Decisioning
Security
Monitoring, Managing and Securing
Pega Cloud
© 2011 Pegasystems Inc.
5 © 2011 Pegasystems Inc.
Executives Operations End Users Consultants
Vendors Sys Admins Developers Business Analysts
Architects Compliance
ERP‟s Portal / UI‟s ESB‟s/
Services Security Monitoring
Data Warehouses/
BI Databases Mainframes App Servers
Unstructured Content
6 © 2011 Pegasystems Inc.
Social Networking
Modernization & Agility
Mobile Devices
Transparency & Visibility
Cloud Computing
Case Management
Decision Makers in
Agencies,
Legislation,
White House
7 © 2011 Pegasystems Inc.
Infrastructure (OS, App Server, Database, etc.)
Applications Legacy
Applications
ESB
Customers
Pega is Software for Customer Centricity
Source: Pega 2011
Industry Frameworks
Cross-Silo Solutions
Immediacy
1. Directly Capture
Objectives
2. Situational Layer
Cake
3. Automate the
Work
Multi-Channel Interactions
8 © 2011 Pegasystems Inc.
Agenda: Pega and the Enterprise Ecosystem
The Enterprise Ecosystem
Native inhabitants
Invasive Species
Pega and the Ecosystem
Integration
Legacy Transformation
Composite Portals
Social BPM
Decisioning
Security
Monitoring, Managing and Securing
Pega Cloud
© 2011 Pegasystems Inc.
9 © 2011 Pegasystems Inc.
The Keys to Client Success
The Goal: Build for Change®
1. Open JEE Standards Based Architecture
2. Model-Driven Development
3. BPM2
4. Everything is a service
5. Flex-Scale Deployment
6. On-Demand Instrumentation
10 © 2011 Pegasystems Inc.
Messaging / Protocols
End User / Server Side Clients to PRPC
Multi-Tier Architecture N-Tier, Heterogeneous, 100% thin-client (even design-time) Development /Admin Environment
Database
(DB2, Oracle, SQL Server)
Enterprise
Repository
Work Database BIX
(Extract)
0
EAR File Deployment - JEE Container (WebSphere, Oracle WebLogic,
JBOSS)
Pega .ear file
PRPC Engine
Support for:
•Two-Phase Commit
•JMS Messaging Service
•Service EJB
•J2SE Security
WAR File Deployment - JEE Container (WebSphere, Oracle
WebLogic, JBOSS, TomCat)
Pega .war file
PRPC Engine
Data Source JDBC Connection Pools
HTTP/HTTPS
Designer
Studio
Internet Explorer, Visio,
Excel, MS Word
End User
Desktops
Mashups &
Portals
SOAP over HTTP/HTTPS
Server Side
Client - WS
Consumer
Server Side Client
invoking PRPC
Engine
JMS EJB/RMI File/FTP
IE,FireFox,Chrome
11 © 2011 Pegasystems Inc.
Unified Policies, Procedures, and Decisions
Transparent and reusable
Fully audited
Manage, control, roll-back
Declare Differences: Auto-position changes Enterprise Repository
Active Enterprise RuleBase – Enterprise Assets Organized by Stakeholder
Procedures Policies
Work routing
SLA / Urgency / Priority
Processes
Decision Rules
Correspondence Templates
Screens
Interfaces
Security/Entitlement Profiles
Data Model
Class Structure
Decisions
12 © 2011 Pegasystems Inc.
A Complete Platform Unified environment for creating Business Applications
Browser-based
Generated by PRPC Engine as
a runtime application
Designer is model-driven and
“auto-generated”
Business processes drive
process development Process discovery and
requirements gathering
Consuming and generating
services
User interface branding
System management (Archive,
Migrate, etc.)
Atomic models facilitate reuse,
SOA and testing
9 Enterprise
Repository
Work
Database
13 © 2011 Pegasystems Inc.
Model to Deployment to Execution
Unified Platform
Familiar Office tools (Visio, Word, Excel) accessed via a web browser
Forms guide the user for safe and easy delegation
Working models replace paper specifications & requirements
14 © 2011 Pegasystems Inc.
Pega BPM Provides the BPM Suite Layer for the
Enterprise
Incre
ase
d A
gili
ty
Gu
ide
d H
um
an
In
tera
ction
s
Sta
tic -
Co
nsis
ten
t
Syste
m to
Syste
m
Pega BPM
New Business CRM Service Backbone
Fraud / Risk
IT
Infr
ustr
uctu
re
Solution and
Service Stack 1
Application
Server Stack 2
Application
Server Stack 3
Windows Solaris AIX Linux Z/Os HP UX
Incre
ase
d B
usin
ess V
alu
e
15 © 2011 Pegasystems Inc.
Buyer Seller Shipper
Choreography
Seller Buyer Shipper
End-To-End Integration:
System/Partner and Human Participants
Orchestration Orchestration Orchestration
16 © 2011 Pegasystems Inc.
Data Model - Customization
Databases
ERP
Services
Data Model defined to match Process
and Policies
Can be designed to aggregate data
elements from multiple SOR
17 © 2011 Pegasystems Inc.
BPM Consumes and Produces Services
PRPC Objects Decisions Processes Cases
User
Interface
Monitoring
Optimization
Databases Legacy
Apps ERP Services
• Code-free integration to standard transports
• Auto-Consumption / Publication
• “When Needed” Data Retrieval
ESB / SOA
Service Registry Legacy Apps
J2EE Apps
ESB Service Repository
.NET Apps BPMS Content Mgmt
Transformation Connectors Services
18 © 2011 Pegasystems Inc.
Unified Enterprise Repository Situational Layer Cake™ Drives Reuse and Dynamic Versioning
Consumer Version 2 UK Version 2 Gold Platinum
Common Practices
Add Differences to Specialize
Learn by Doing
Cap Assets / Enterprise-wide Standards
Insurance Services
Pegasystems Pega BPM & Frameworks
Retirement
Consumer Policy Annuity Policy UK
Silver
Pilot
Run multiple versions in the same infrastructure
“Grandfather” changes without impacting in-
flight processes
19 © 2011 Pegasystems Inc.
Distributed Execution
Full Desktops
Mashups
Services
Batch Files
API‟s
Atomic Models
Pega Approach is Different
Rules
Processes
UI
Integration
20 © 2011 Pegasystems Inc.
Integrating with Existing Web Apps
Internet Application Composer
Build Composite web Applications and
Mashups
Supports all auto-generated
SmartFrame controls and features
Fits into any web architecture ( JSP,
.NET)
Allows for use of all existing PRPC
authentication and authorization
JSR – 168, 286 PRPC HTML generation feature to
generate portlet compliant HTML
War file generated by PRPC that is
deployed on the server consuming the
portlet
21 © 2011 Pegasystems Inc.
Dynamic Case Management
OOTB technology that can easily handle
sophisticated Case Management scenarios.
Empower all types of Workers to
manage all types of Work.
What is it? Why is it important?
22 © 2011 Pegasystems Inc.
Business Events for Cases
Definitions easily
toggled and
time-boxed.
OOTB events from
SLAs, attachments, and
correspondence
Available actions include flows,
notifications, and activities
Define events on
work types and
other classes
Developers can use built-in
debugger to test conditions
against actual data
Business Events can be defined
and used to trigger internal and
end-user activities
Uniform, flexible way to monitor and
respond to time- or pattern-driven
events without programming
What is it? What’s the value?
23 © 2011 Pegasystems Inc.
Case Execution
Enterprise Repository
Model and Build
Innovative
BPM Solutions
Monitoring &
Improvement
BPM, Social Networking, and Collaboration
25 © 2011 Pegasystems Inc.
Mobile App Strategy
Model-driven HTML5/CSS3 mobile apps
Deployed as mobile web applications OR native apps
Worklist „Harness‟ Perform „Harness‟ New „Harness‟ Confirm „Harness‟
26 © 2011 Pegasystems Inc.
BIX Analyze Pega BPM in a Data Warehouse
Feature Benefit
Extract work consistently from multiple implementations
BPM visibility across the enterprise
Specify work details, indexes in graphical pick list
Easier and better controlled extracts make ETL projects faster
BIX can access all data – work details, assignments, process history – directly from Pega BPM
No need to expose or refactor work for reporting, BI, and DW initiatives; simpler projects and easier changes
Integrated reports and dashboards can now include BPM system details
Improved visibility means better control and faster response
Detailed control over timing and mechanics for each set of data from each application or system
Low performance impact; easy use of existing ETL tools; no need for custom coding and batch changes
28 © 2011 Pegasystems Inc.
Decision Management
Have intelligent conversations with customers Decision strategies to meet business objectives
Predictions of customer behavior, value, preferences
Cross-channel customer experience, and determine best channel
Decisions for Next-Best-Action (and -Offer and -Process)
Agents
Shops
Self Service
Ads, Letters…
Customer
Needs Retention
Risk
Reduction
Growth
Service
Business
Objectives 1:1 Business Case
to decide
Next-Best-Action
29 © 2011 Pegasystems Inc.
Configure in Process Flow
Controls specify where strategy
and response are run in a Pega
BPM flow
Integrate strategies directly in a flow, for
maximum flexibility and speed, minimum
effort to get customer results
What is it?
These properties are
the customer response
Run Strategy
Get Response
What’s the value?
30 © 2011 Pegasystems Inc.
JEE Container
Data Source Connection Pools
Pega .ear / .war file
Single
Sign On
Session Services
Generated Code
Data Services
Execution Services
Generation Services
Operator ID
Operator ID Access Group
Organization
Application
PRPC
Authentication
External
Authentication
Role Role
Container
Managed
JAAS
Authentication / Authorization Services
Model
Operator ID
Fit with existing security infrastructure
31 © 2011 Pegasystems Inc.
Ensure application Security
Data encryption in memory and at rest
Field and Object Level Encryption
Supports SSL/HTTPS through the application server
Passwords for Integration Services, Email, Agents can be encrypted
Site Specific Ciphers used for encrypting Properties and BLOB‟s – Customer‟s preferred JCE provider
User Names and Passwords for JNDI lookups are encrypted
URL obfuscation – prevents display of sensitive information and URL manipulation
Full logging and audit of repository changes
OWASP Top Ten security Features addressed in PRPC ( White Paper Available )
32 © 2011 Pegasystems Inc.
Pega .ear / .war file
Session Services
Execution Services
Data Services
Generation
Services
Genera
ted C
ode
Fit into existing monitoring and management
Logging (Log4J)
Performance
Alerts (Log4J)
System
Management
Console
Tracer
JMX
MBeans JMX
MBeans JMX
MBeans
Autonomic Event
Services
33 © 2011 Pegasystems Inc.
AES v. System Monitoring
Performance
Alerts (Log4J) Logging (Log4J)
JMX
MBeans JMX
MBeans JMX
MBeans OS Databases
34 © 2011 Pegasystems Inc.
Move securely to the Cloud
Development, Test,
Production
Data encrypted in-
flight and at rest
Intrusion detection
Region / Country of
Origin support
35 © 2011 Pegasystems Inc.
The Cloud extends your Ecosystem
PegaCloud 100% Portability On Premise
Common Technology Platform
36 © 2011 Pegasystems Inc.
Infrastructure (OS, App Server, Database, etc.)
Applications Legacy
Applications
SO
A
ESB
Cu
sto
me
r Orie
nte
d
Arc
hite
ctu
re (C
OA
) Customers
Customer Oriented Architecture (COA)
Source: Pega 2011
Industry Frameworks
Cross-Silo Solutions
Immediacy
1. Directly Capture
Objectives
2. Situational Layer
Cake
3. Automate the
Work
Multi-Channel Interactions