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IBM BPM 7.5 Competitive Overview and Strategy Richard Naszcyniec Executive Architect

Warning – The Following Material May Be Thought Provoking

� All conclusions are based on publically available

information

� I hope this material contributes to the collective

material you use to select a BPM technology

vendor

– My goal is not to just “sling mud” at other companies… even though the opposite is not always true

� We only have a short time together so I can only

present a summary of the total competitive

knowledge at my disposal!

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BPM from IBM delivers unrivaled customer value

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Over 5000 BPM customers worldwide and growing

in BPMS market share

• IBM identified as market share leader in middleware software for seventh consecutive year

• The Business Process Management Suite (BPMS) segment grew at 9.2 percent in 2010. IBM was again named the number one vendor in BPMS with a 24.7 percent share growing at 19.9 percent

• Our closest named competitor was Oracle with less than half of IBM’s market share and growing at less than half the rate of IBM

Source: Gartner, Inc., "Market Share: Application Infrastructure and Middleware Software, Worldwide, 2010“

IBM Business Process Manager V7.5

Out-of-box Process Portal

Configurable Business Space

Optional Microsoft Add-ons

BPMN Rules Monitoring BPEL ESB

Process Server

Process Designer

Governance of Entire BPM Life Cycle

Shared Assets Versioned Assets

Server Registry

Design

Deploy Improve Measure

Business & IT Authors IT Developers

Authors & Admins

Process End-Users Process Owners

Integration Designer

Process Center

BPM Repository

Backward compatibility,

easy migration from WLE &

WPS

IBM BPM widgets work

with IBM WebSphere

Portal

Seamless Collaboration Across Roles

� Imports the Process Application � Generates Service

Implementations � Unit Tests Services � Delivers Services to Repository

� Authors a Process Application � Defines Service Interfaces for

Implementation by Integration Developer

� Wires the Implemented Services to the Process

� Unit Test the Process

Business Process Owner

Integration Developer

Business Process Owner

BPM Repository

BPM Repository

Shared Assets Versioned Assets Server Registry

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IBM BPM V7.5 – Configurations & Components

Process Center

Process Designer

Integration Designer

Process Server

(Unified Runtime with 100% support for existing WLE

and WPS models)

Express

Process Server

(100% support for existing WLE models)

Process Center

Process Designer

Process Server

(4 cores, no HA, no WPS)

Process Center (2 cores, no HA)

Process Designer (3 authors)

200 end-user limit

� Four independent part numbers for total flexibility � Extended support for high-volume process

automation, with high quality-of-service � Built-in SOA components for extensive

enterprise-wide service integration, orchestration

Complete set of advanced BPM capabilities

Configured for typical BPM projects, programs

� For multi-project improvement programs, with high business involvement

� Focus on improved workflow, productivity � Includes basic system integration support � Rapid time-to-value

� For small numbers of users – single server, no clustering

� Low entry price � A few clicks to install

Configured for first BPM projects

Standard

Advanced

Lets Start By Talking About Upgrades

Since I started by discussing a newly released version of IBM BPM it only seems fair to start the competitive with a focus on upgrades and backwards compatibility

Important Characteristics for a BPM Platform in the Next Decade

�Scale from single projects to enterprise

programs

�Trust in integrity, security, performance

Simplicity

Power

Visibility

Governance

�Reduce effort to improve productivity

�Enable stakeholders to collaborate …

fully

�Maximize sharing and reuse of BPM assets

�Centralize visibility and control of

operations

�Visualize process behavior in crystal clear

detail

�Use insights to improve outcomes … even

in-flight

IBM BPM Assessment Summary

� Process Center � ONLY product-based

governance mechanism in the world of BPM

� The BIGGEST, single advance in BPM

� Moving governance and lifecycle management

to the Business User is REVOLUTIONARY

– Best of breed human-centric & system-centric process management capabilities (WPS, WLE) into a single BPMS platform

– Single BPM Repository, User-Experience, Run-Time Platform

– Full business user participation with Business & IT collaboration

– Fine-grained process visibility with high-integrity orchestration & integration

– High scalability, availability, and protection of investments in IBM BPM

� Process Center � ONLY product-based

governance mechanism in the world of BPM

� The BIGGEST, single advance in BPM

� Moving governance and lifecycle management

to the Business User is REVOLUTIONARY

– Best of breed human-centric & system-centric process management capabilities (WPS, WLE) into a single BPMS platform

– Single BPM Repository, User-Experience, Run-Time Platform

– Full business user participation with Business & IT collaboration

– Fine-grained process visibility with high-integrity orchestration & integration

– High scalability, availability, and protection of investments in IBM BPM

IBM BPM 7.5 Combines Best of WLE & WPS Most powerful BPM platform on the planet

• High scalability and availability enabled by the

embedded WebSphere Application Server.

• Exploits proven power of SOA-based process

automation, integration, and reliability.

Simplicity

Power

Visibility

Governance

• Simplified, easy-to-use tooling enables full business

participation & IT collaboration.

• Single model-driven design environment enables rapid

playback, deploy, time-to-value.

• Unified tools & repository support large-scale sharing,

versioning, and reuse of assets.

• Process Center centralizes process deployment visibility

and control across all environments.

• Built-in process monitoring and analytics simplify effort

of process optimization.

• Real-time control of tasks allows you to improve

process outcomes while in-flight.

IBM BPM 7.5 Differentiation Differentiation Business Value … Enabled By … Specific Functionality

Visibility Insight and Control into

Process Operations

Fine-grained process visibility Built-in process monitoring

and analytics � Process Optimizer � Performance Data Warehouse

Efficient, effective user task

management Dynamic, helpful user

interfaces

� Federated task view � Process portal � Process coach user interfaces � Graphical end-user view of process status � Real-time scoreboards

Governance Centralized Governance Across Entire Process

Lifecycle

Complete BPM lifecycle

governance Unified BPM asset repository

& control center

� Process Center � Toolkits / Snapshots � Process Server Registry � Shared library of all process assets

IT control &with Business

collaboration Unified model-driven design

environment

� Concurrent editing with merge-less development � Simplified snapshot versioning � Back-in-time views.

Simplicity Ease of Use / Time to

Value / Speed of Deployment

Full business user

participation Simplified, easy-to-use

tooling

� Process Designer � Model-driven execution � Built-in playback feature � Business rule authoring

Protection of investments in

IBM BPM Backward compatibility with

WPS, WLE � Proven technology inherited from WPS & WLE

Power High Scalability / High

Quality of Service / High Integrity

High-integrity orchestration &

integration Built-in SOA components:

BPEL, ESB

� Process Server � Integration Designer � Integration adapters

High scalability and

availability Embedded WebSphere

Application Server � Proven WAS ND platform

Competitive Scorecard Summary SIMPLICITY POWER GOVERNANCE VISIBILITY

= V Strong = Strong = Average = Weak = V Weak

The Details - SIMPLICITY Comparison SIMPLICITY � Simplified, easy-to-use & install tooling enables full business participation & IT collaboration

� Single model-driven design environment, Common User Experience, Rapid playback &deploy

� Business-User friendly Process Center deploys WLE & WPS assets � Real time collaboration tooling for large groups of Business & IT

� Separate process design modeling tools requiring different skills. SOA/BPM tools are developer centric and Only BPMN modeling is WYSIWYE. No direct deployment of BPMN or BPEL process.

� Rigid check in/out process limits collaboration between business analyst and developer

� Many 3rd party OEMs included in TIBCO’s solution, thereby providing a disjointed solution and

complicated, expensive upgrade and maintenance support

� U/I Designer tool is not for Business Analysts so additional IT/programmer skills required � ARIS process models use EPC (Event-driven Process Chains standard) and require export to

BPMN, creating a potential disconnect between the original model and execution

� ARISAlign cloud based modeling does not leverage EPC based process content and lacks key modeling concepts such as roles

� Typically deployed as a stand-alone application with limited integration – results in end users having to deal with multiple applications to accomplish their work

� A process analyst can use Visio, but rules can overly complicate the implementation process

� Complex development lifecycle across multiple tools inhibits collaboration (DCO, Application Profiler, custom coding, etc)

= V Strong = Strong = Average = Weak = V Weak

The Details - POWER Comparison POWER � High scalability and availability enabled by the embedded WebSphere Application Server

� Exploits proven power of SOA-based process automation, integration, and reliability and Built-in SOA components: BPEL, ESB

� Backward compatibility with WPS, WLE and Protection of investments

� BPM functionality is over 3 different prerequisite suites; BPA Suite, BPM Suite and SOA Suite � Fails to match WPS for high-scale, high process-integrity, dynamic process integration &

automation across the enterprise. Oracle BPM capabilities are broad but shallow when compared to WebSphere BPM

� Can use BPMN or BPEL engine but no documentation guiding the choice between usage of them

� No upgrade from iProcess to AMX BPM, only coexistence – but no forms-based user interface designer so basically a re-write except for process models

� Limited service composition capability in AMX BPM, most done by BusinessWorks and does not support BPEL but does support BPMNS and XPDL

� Unknown as BPM AMX is new solution; production deployments are unknown and TIBCO AMX BPM not ranked by Forrester in 3Q10 BPMS Wave

� wM V8.0 has few production-level deployments (Gartner 3Q10, BPMS MQ report) � The authoring environment for process modeling, rule authoring and UI design is oriented towards

IT Users and not as business-role friendly

� Software AG does not have a mature customer reference program

� Option available for running on IBM WAS and System z � Pega claims linear scalability only when they run on system z on WAS

= V Strong = Strong = Average = Weak = V Weak

The Details - GOVERNANCE Comparison GOVERNANCE � Process Center is the ONLY product-based governance mechanism in the world of BPM

� Complete BPM Lifecycle Governance and One shared model architecture

� Centralized / Shared BPM Repository and unified tools to support large-scale sharing, versioning, and reuse of assets

� Process Center centralizes process deployment visibility and control across all environments

� No common repository. Relies on a pseudo-governance product (MDS) to keep SOA artifacts available and versioned. MDS doesn’t store “code” requiring source code control to revise a process version. High risk of getting out of sync

� Lack of MDS repository browser/editor - not easy to track who/when did customizations – Risky!

� MDS must be hosted in a database that is not included with purchase of the BPM or SOA suite and is not well documented leading to confusion on how to properly configure and administer

� AMX service governance and management tools share common components with AMX SOA, but are not included in AMX BPM

� AMX BPM doesn’t support Dynamic BPM (change business process on the fly by business users)

� Multiple standards formats (EPC, BPMN) for models presents governance challenges � The business can lose data when converting EPC models to BPMN format for runtime

� Complex solution requires a dedicated team of experts to govern and make and changes � Pega applications are often stand-alone and do not fit into an enterprise-wide governance scheme

� Custom code elements that are usually required (example, UI customization) are not managed as part of the Pega governance architecture

= V Strong = Strong = Average = Weak = V Weak

The Details - VISIBILITY Comparison VISIBILITY � Built-in process monitoring and analytics simplify effort of process optimization with fine-grained

process visibility � Real-time control of tasks allows you to improve process outcomes while in-flight

� Process Optimizer detects bottlenecks and displays them with visual heat map overlays � Built-in playback allows instant step through and review the current process design

� Lacks process walkthroughs other than displaying a process diagram for everyone to see � Limited simulation capabilities and a complete lack of visual tools such as heat maps

� No business users tools for business rules, human workflow, BPEL, and other solution elements

� Multiple tooling and workflow engines required for complete end-to-end lifecycle that limits collaboration effectiveness

� Full BAM solution requires additional TIBCO iProcess Spotfire Analytics product, which can provide a reporting and analytics dashboard – this drives costs and complexity for the client

� ARIS uses EPC (Event Process Chains standard) format instead of BPMN, requiring a translation framework currently under development. This disconnect creates a risk that the process definition will be out of sync between that technical teams and business teams

� Software AG does include Optimize, its BAM tooling, as part of their BPM suite

� Typically requires 3rd party BI tooling for dashboards � No equivalent to “process playback” to enable business/IT collaboration

= V Strong = Strong = Average = Weak = V Weak

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BACKUP SLIDES Appendix

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Oracle BPM Weaknesses

� Oracle BPM Suite relies on capabilities, stability, and scalability of SOA Suite 11g

� Oracle BPM Suite is an unproven re-write of many BE A Aqualogic BPM components and new SCA capabilities

� Upgrades from Oracle BPM Suite 10g to 11g are not s upported

� Tools for business users and analysts are limited t o BPMN design

� Inconsistent environments for developers to work in impacts productivity

� Developers need to choose to use BPMN or BPEL engine for each process

� Oracle BPMN suffers from lack of integration with their SOA governance

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“Unified” Oracle BPM?

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Process Composer: web-based, limited modeling Process Composer: web-based, limited modeling

BPM Studio: JDeveloper-based, full function BPM Studio: JDeveloper-based, full function

Separate engine for human workflow, with Java-based UIs Separate engine for human workflow, with Java-based UIs

“Unified” run time still based upon multiple engines “Unified” run time still based upon multiple engines

SOA Suite is a prerequisite for BPM Suite – not an option SOA Suite is a prerequisite for BPM Suite – not an option

WebLogic Suite is a prerequisite for BPM Suite – not an option WebLogic Suite is a prerequisite for BPM Suite – not an option

TIBCO BPM Weaknesses

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� Company size can limit their global growth - Global presence lags – TIBCO must carefully pick and choose their account base

� BPM market share steadily declining – Gartner 2009 BPMS: 2007 (4.8%), 2008 (4.3%), 2009 (3.4%)

� OEM content relatively high in SOA stack � New BPM offering unproven in marketplace

– References will be lacking in the immediate future – Migration from iProcess to new BPM stack is somewhat unclear

� Take-over rumors continue to “nag” TIBCO and can ca use customer questions – Creates doubt in some customer’s mind

� Limited skilled resources – Ability to deploy BPM AMX projects comes into question – AMX BPM shares common components with the AMX SOA product line – BUT does not include AMX Service Grid or AMX Service Bus – this means more cost for integration!

� Industry solution will need retro-fit – For new product direction

Software AGs BPM Weaknesses

� Relies heavily on OEM relationship to fill critical portfolio gaps

– Has to OEM Layer 7 for a security appliance

– Has to OEM Actional for monitoring of web services

– SwAG rules engine is an OEM from Fair Issac (resell)

– ARIS Performance Monitoring is an OEM from Systar

– webMethods Insight, used for discovering “rogue” services, is actually from Progress Software

� No tools to build new web services, only high-level process models and

governance

– Most ARIS customers have never actually executed the processes they’ve modeled

� CentraSite is focused on web services

– Can not easily govern services that aren’t web services

� Software AG does not provide a prescriptive approach to

service versioning

� Lacks a true asset repository

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Pegasystems BPM Weaknesses � So far, Clients aren’t buying the Pega/Chordiant co mbination

– New license revenue from Chordiant products is low in 2011

� Most new features do not address previous weaknesse s of Pega – Difficult to learn, expensive to maintain and make changes, hard to make it scale, and weak

integration

� Solution Frameworks are essentially monolithic appl ications – Many dependencies / upgrades are painful – Not all frameworks on the latest version of PRPC (released 4 mo. ago) – Customization is difficult and expensive to maintain

� Upgrades of PRPC have historically been very challe nging – Existing PRPC customers may face expensive services projects, especially if data model has

been heavily customized

� BAM capabilities still do not scale � Rules engine still does not scale

– Must bring up a process instance to execute a rule – Tuning caching does not solve this issue

� UI still very cluttered – Do clients want a facebook-style UI? – Contrast with Business Space or Lombardi coaches

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