ibm digital business automation - rešitve za · 2019-10-21 · ibm cloud pak for automation...

IBM Digital Business Automation - rešitve za

upravljanje poslovnih procesov in

dokumentnih sistemov

Aleš Gros

IBM Slovenija

SW Arhitekt

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• All customer examples described are presented as illustrations of how those customers have used IBM products and the results they may have achieved. Actual

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• All references to fictitious companies are used for illustration purposes only.

Paper Free by XY?

Source: IBM market information

A content ‘Big Bang’ (not a theory)

Source: IDC DataAge 2025 Study

Content is Exploding

2.5 billion gigabytes of data

is generated every day

90% of world datahas been generated in the last two years alone

80 % of all datais unstructured and growing 15 times faster than structured data

1 billion tweetsare sent every 2 days

Trends

Digitalization and amount of data (especially 80% still unstructured …)

• Different technologies to efficient store data

• Backup and Protection

• Data Capture

• Understanding content

• Process&BusinessFlow

• Document store, archive and retention

• GDPR and other regulations

Archival“Live”Creation

Creation of the

document case

Additional

document

Scan

Adminstration

office Administration office

Print

Sign

Manager

Management,

advisor or

consultant

Archive expert

Document flow example

Archival“Live”Creation

Creation of the

document case

Additional

document

Scan

Adminstration

office Administration office

Print

Sign

Manager

Management,

advisor or

consultant

Archive expert

Document flow

Improving knowledge worker

productivity through collaborative

content management

CONTENT &

CAPTURE

Better outcomes through

content-centric solutions

CASE

Content NavigatorAn engaging experience across web, mobile and desktop

GOVERNANCE

Content Platform

Closing case“Live”Start the

case

Call, request …

Adminstration

Call center

office

Start the case

GDPR & ….

Logging (revision trail)

Logging

Search in

Catalog

Search in

Unstructured and

Structured data

Search result

Data needed to be

deletedReport

Data needs to retain

in system Report and

possible/needed

next actions

Erase

Checking

Data needed to be

deleted based on

data retention period

Informing

Search - structure sources/data

Search - unstructured sources/data

System management for Personal data - Catalog

Delete of Personal Data from structure sources (Data Base)

Delete of Personal Data from unstructured sources (Documents)

Data masking and anonymization

Data retention – archiving

Revision trail (logs)

Security violation report, Access Control, Protection; Authentication, Authorization, Data Encryption …

Business Processes Management &/or Case Management

Consent Management

GDPR & “ECM world”

IBM Automation Platform for Digital Business

Content

Decisions

Workflow

Capture

Tasks

Digital

Business

Automation

capabilities

IBM Automation Platform for Digital Business

Content

Decisions

Workflow

Capture

Tasks

Digital

Business

Automation

capabilities

Content-level and productivity data that bots generate

RPA

Processes & cases data, humans/system task data and user interactions

BAW process and case

Rules and tasks fired, decision inputs, outcomes

ODM

Content lifecycle management data like Content events, user interactions with content etc.

ECM

Data extracted from documents

DataCap

BWL - IBM Blueworks Live

IBM Cloud Paks

15

An open, faster, more reliable way to modernize and move to cloud

*Source: http://ibm.biz/Ovum-WP

• Run anywhere: Portable, running on-premises,on public clouds, or in a pre-integrated system

• Open and secure: Certified, up-to-date software that secures the entire stack, from hardware to applications

• Consumable: Unified UX and consumption-based – pay for what you use and use the capabilities you want

IBM Cloud Paks are enterprise-grade, full-stack cloud solutions, integrating a container platform, containerized IBM middleware and Open Source components, and common software services for development and

management, that reduce development time by up to 84% and operational expenses by up to 75%*

Tim

e t

o m

ark

et

Enterprise ready HighLow

Slo

wF

ast

Containerizedsoftware

IBM Cloud Paks

+ +Open

Source

IBM Cloud Paks

16

An open, faster, more reliable way to modernize and move to cloud

IBM Cloud Paks are enterprise-grade, full-stack cloud solutions, integrating a container platform, containerized IBM middleware and Open Source components, and common software services for development and

management, that reduce development time by up to 84% and operational expenses by up to 75%*

IBM offers clients the first five Cloud Paks

Developers and Testers IT Architects and

Integration Executives Data Architects and

Scientists

IT Operations Executives

and SREs

COO and

Operations Executives


I BM Cloud Pak for

Automation

Transform business processes, decisions,

and content

I BM Cloud Pak for

I ntegration

Integrate apps, data, cloud services, and

APIs

I BM Cloud Pak for Multicloud Management

Multicloud visibility, governance, and

automation

I BM Cloud Pak for

Applications

Build, deploy, and run applications

I BM Cloud Pak for

Data

Collect, organize, and analyze data

IBM Cloud IBM Cloud Private

Pre-integratedPrivate Cloud System

Journey to Cloud

Integrate

IBM Cloud Pak for Automation

17

Transform business processes, decisions and content

• Improve employee productivity by automating mundane clerical tasksand assisting knowledge work

• Accelerate customer-facing processes and ensure consistent experiences

• Increase visibility by collecting and visualizing operational data tooptimize business processes

Workflow and Decisions

Content Operational Intelligence

I BM Cloud Pak for

Automation

Transform business processes, decisions,

and content

I BM Cloud Pak for

I ntegration

Integrate apps, data, cloud services, and

APIs

I BM Cloud Pak for Multicloud Management

Multicloud visibility, governance, and

automation

I BM Cloud Pak for

Applications

Build, deploy, and run applications

I BM Cloud Pak for

Data

Collect, organize, and analyze data

IBM Cloud IBM Cloud Private

Use casesKey capabilities

Pre-integratedPrivate Cloud System

Journey to Cloud

Integrate

1818

Enterprise-ready, containerized software solutions that give youan open, faster, more secure way to move core business applications for any cloud


Pre-integratedSystems

Complete yet simple

IBM certified

Run anywhere

IBM containerized software

Operational servicesLogging, monitoring, metering, security,

identity access management, image registry

Container platformKubernetes-based and portable

Tasks Workflow Decisions Content Operational Intelligence

Capture


1919*Source: http://ibm.biz/Ovum-WP


Business Automation WorkflowIBM ODM FileNet® Content Manager DatacapEnterprise Records Content Collector for SAP Applications Content Collector for Email, File Servers, and SharePointBusiness Automation Insights Business Automation Content Analyzer Business Automation Studio

IBM Europe Software Announcement ZP19-0496



Business Automation WorkflowBusiness Automation Workflow combines IBM Business Process Manager (IBM BPM) and IBM Case Manager into one workflow offering. It unites information, process, and users to provide a 360-degree view of work. In addition to process management and case management, Business Automation Workflow.

IBM ODM ODM is an advanced business rules management system. It helps clients capture, automate, and govern frequent, repeatable business decisions. ODM adds near real-time decision making to clients' day-to-day operations. It can help ensure that client applications remain current and well aligned with their changing business objectives.

Business Automation Insights Business Automation Insights is a platform-level component that provides visualization and insights to business owners. It feeds a unified data lake with business automation data that can be used to infuse artificial intelligence in the Automation Platform for Digital Business.



FileNet® Content Manager FileNet Content Manager powers the Automation Platform for Digital Business to enable clients to manage their organizations' content and documents. This scalable software offers: Intelligent content services, Document management, Content consolidation, Content-based application development, Compliance and governance and Lifecycle management

Enterprise Records Enterprise Records enables clients to streamline records-based activities and help enforce compliance with retention policies, with or without user participation. Using this solution, clients can capture, declare, classify, store and dispose of electronic and physical records according to fiscal, legal, and regulatory requirements.

Content Collector for SAP Applications Content Collector for SAP provides flexible archiving, content management, and governance for SAP data and related content

Content Collector for Email, File Servers, and SharePoint



DatacapDatacap supports multiple-channel capture by processing paper documents on scanners, mobile devices, multi-function peripherals, and fax. It uses natural language processing, text analytics and machine-learning technologies, like those in IBM Watson® offerings, to automatically identify, classify and extract content from unstructured or variable documents. The software can reduce labor and paper costs, deliver meaningful information, and support faster decision making.

Business Automation Content Analyzer Business Automation Content Analyzer is an intelligent data component of the platform. It enables organizations to efficiently and securely classify and extract data from large volumes of their content as they transform their business. This can significantly increase productivity and scale of an organization's digital operations.

Business Automation Studio Business Automation Studio provides the development environment for the digital automation platform to help accelerate digital transformation. It becomes the single place where users of the automation platform go to author applications, digital agents, and services.

23

Many Business Processes Rely on Documents …. And most of data/information is locked inside documents

A person needs to read, understand and decide – which

is expensive and slow.

Primer izboljšanje preiskovalnih dejavnostiPoslovni problem:

▪ Izboljšati učinkovitost preiskovalnih dejavnosti s samodejno obdelavo notranjih in shranjevalnih preiskovalnih

dokumentov, poročil, entitet, atributov in odnosov med njimi.

Rešitev:

▪ Velike količine nestrukturiranih podatkov (dokumenti)

▪ Kakovosten zajem podatkov

▪ Uporaba analitike besedila za ekstrakcijo najbolj relevantnih podrobnosti (ime, naslov, identifikacijska številka, številka

registerske tablice ipd.) in vzpostavitev povezav med entitetami

▪ Shranjevanje podatkov in zagotavljanje sledljivosti ter t.i. “retention periode”

Shranjevanje dokumentov

IBM ECM

Zajemdokumentov/podatkov

DataCap

Analitična orodja (text analitika, ad-hoc iskanje)

IBM Watson Explorer

IBM Datacap

Automate the classification and extraction of data

• Apply one or more method to identify and classify incoming documents

• Automatically apply business rules for accurate straight through processing

• Automatically capture important information from documents

Unstructured content, typically

needs human processing – which is

expensive and slower.

Examples;

Correspondence

Contracts

PDF files containing multiple

documents

A cognitive capture system addresses these valuable, highly

variable and complex documents that until now have been

hard to automate.

Applying cognitive computing to capture

DataCapuses text analytics find key information

Analysis, training and previous experience

are applied to identify documents, pages,

and sections of documents

Classifies documents, pages, sections

Text analytics extracts data using business

language and content

Connector to Watson ExplorerTo extend usage of analytical/cognitive content, understanding functionalities, trends, samples etc. and having 360-degree view on all content (structure & non-structure data)

Document with protected information Auto-redacted by Datacap

DataCap Anonymization (GDPR!?)

• Extend classification to:

– Classify images & pictures

– Create custom classifiers

• Use cases

– Appraisal

– Claims adjusting

– Document identification

Connector to Watson Visual Recognition

30

Work in progress

Content/Image System

Paper intensive

Individual documents– Word

– Scanned

– Fax

Document management

Creation

Documents loaded one at a time

USED FOR “work” ARCHIVE

After Process

Long term archive

Compression

Large datastreams

Ideal for check image archive

Many documents loaded at the same time

Little or no workflow

NO report creation capability

Documents loaded in batch

USED AS DOCUMENT REPOSITORY

Content management

(FileNet Content Manager - FNCM) Report management

(CMoD)

Documents:

Statements for Ellis

Statements for Hawley

Statements for McInroy

Datastream

End-of-Month

Statements

Business Automation Workflow (IBM BPM & Case Manager)

Drive faster actions and make better decisions

A case is opened

DELIVERING THE RIGHT CONTENT

AT THE RIGHT TIME

A case is closed

✓

TO MAKE THE RIGHT DECISIONS

ContentWorkflow

Knowledge Workers

Protect EngageCapture Activate Analyse

Naš pravi partner za

IBM Enterprise Content Manager

VPRAŠANJA ?

in moja kontakta: E-mail: [email protected]: +386 40 456 880

„Skladno s GDPR uredbo dajem privolitev, da se moji osebni podatki navedeni natej strani uporabijo za poslovne stike, brez časovne omejitve“