Empowering Business Userswith Process Management Tools

Kris VerlaenenPedro ZapataRed HatJune 14, 2013

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Agenda

- Introduction to BPMS 6 business tools - Process modeling & simulation- Data modeling- Form modeling- Execution- Dashboards and reporting- Products & community projects- Q & A

What to expect in BPMS 6.0 ?

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Business Analysts

Endusers

Developers / IT

Managers

4. Monitoring, auditing and analysis (BAM)• Dashboard interaction • KPI monitoring.• Process auditing.• Reporting .

3. Execute• Task list• Process instance tracking• Custom applications

Analysis & Modeling• Process models.• Data models.• Forms.• Business Rules.• Create dashboards.• Simulation.

Develop & Deploy

• Manage dependencies• Deployment methodology• Versioning• Develop code

BPMS 6 business user tools

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Process Modeler & Simulation

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Enable process modeling and simulation in a business user friendly, web-based environment.

Key features:■ Web-based process modeler■ Based on BPMN 2.0■ Context menu for easy creation of flows■ Visual validation■ Integration with service repository■ Simulation of business process

Benefits:■ Enable non-technical and technical users to collaborate creating (executable) business processes■ Simulate the execution of a business process (cost, duration, etc.)

Key features

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Target users

Process Analyst Creating and simulating business processes

Developers. Creating business processes, collaboration with process analysts / developers adding execution details

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Demo – Process Modeling & Simulation

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Data Modeler

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Enable the configuration of logical and physical data models with no coding.

Key features:■ Simple data modeling UI.■ Supports multiple physical representations of data model.■ Conceptual information added, such as user friendly names.■ A common tool for analyst and developers.■ Automatically generates all assets required for execution.■ Single representation enables developer roundtrip.

Benefits:■ Make data models first class citizens in the process improvement cycle.■ Capture and document data models by analyst.■ Allow for full process automation with data and forms, without the need for development skills. ■ Productivity tools when generating multiple type of assets that might be required (SQL schemas, JPA annotations, XML, PDF reports, ...)

Key features

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Target users

Developers. Create data model.

Process / Data Analyst. Capture requirements. Create data model.

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Row 1 Row 2 Row 3 Row 40

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Column 1

Column 2

Column 3

Demo – Project data model

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Demo – Create new data model

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Form engine & modeler

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Enable the configuration and execution of forms with no coding.

Key features:■ Form Modeling WYSIWYG UI for forms.■ Form autogeneration from data model / Java objects■ Data binding for Java objects■ API for embedding and rendering forms with custom data.■ Customized forms layouts (*)■ Forms embedding■ i18n support.

Benefits:■ Enable non technical users to create forms and execute them in processes.■ Develop complex UI in a WYSWYG fashion for data capture and presentation.

Key features

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Target users

Process Analyst & developers. Building & testing forms.

Developers. Add advanced configuration to forms. Embed forms in custom components.

End users. Using forms in tasks or other modules.

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Demo - Setting input/output data bindings

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Demo – Create form from available fields

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Demo – Add fields by selecting type

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Demo – Manage form layout

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Process Instance & Task Management

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Process instance management and task list management.

Key features:■ Starting process instances■ Inspecting the current state of process instances■ Visualization of current state■ Managing process instances■ Task list management■ Claiming, starting, completing task (using task forms), etc.

Benefits:■ Enable business users and end users to start and manage process instances in a user-friendly manner■ Task list management and task life cycle management

Key features

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Target users

End users. Starting, inspecting and managing process instances and tasks

Administrators. Managing process instances and tasks

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Demo – Process Instance & Task Management

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Business Activity Monitoring

Dashboards & reporting

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Enable the configuration of business dashboards by configuration with no coding.

Key features:

■ Visual configuration of dashboards (Drag'n'drop).■ Graphical representation of KPIs (Key Performance Indicators).■ Configuration of interactive report tables. ■ Data export to Excel and CSV format.■ Filtering and search, both in-memory or SQL based.■ Process and tasks dashboards with jBPM.■ Data extraction from external systems, through different protocols. ■ Granular access control for different user profiles.■ Look'n'feel customization tools..

Example: Editing an indicator.

Example: Dashboard with active filter

Key features

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Target users

Managers / Business owners. Consumer of dashboards and reports.

IT / System Architects. Connectivity and data extraction.

Process Analyst. Dashboard composition & configuration.

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NAVIGATION

INDICATOR (CLICK TO DRILL DOWN)

TOOLBAR (With edit permission)

CURRENT FILTER

BREADCRUMB

DEMO (dashboards)

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DEMO (Create indicator)

1. Click on the panels palette

2. Select 'Key Performance Indicator'

3. Select 'Create panel'

4. Drop panel in the layout region

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DEMO (Edit indicator)

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Click on columns to filterClick to export filtered data

Summary tables

DEMO (Report tables)

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jBPM Process dashboard

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jBPM Process dashboard – selected process

Roadmap

BRMS 6

BRMS 5

BRMS 6.0 (Scheduled : Q4 CY13)

5.25.2 5.35.3

6.1

BRMS 6.1 (Target : Q1 CY14)

5.3.15.3.1

6.0

BPM 6

6.16.0

BPM 6.0 (Scheduled : Q4 CY13)

BPM 6.1 (Target : Q2 CY14)

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Questions?