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White Paper: Intelligent BPM Architecture

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Page 1: White Paper: Intelligent BPM Architecture - · PDF fileWhite Paper Contents Authors: Eli Stutz, Head of Knowledge and Collaboration, PNMsoft. Tony Jetke, Enterprise Architecture Consultant

White Paper:

Intelligent BPM Architecture

Page 2: White Paper: Intelligent BPM Architecture - · PDF fileWhite Paper Contents Authors: Eli Stutz, Head of Knowledge and Collaboration, PNMsoft. Tony Jetke, Enterprise Architecture Consultant

White Paper Contents

Authors:

Eli Stutz, Head of Knowledge and Collaboration, PNMsoft.

Tony Jetke, Enterprise Architecture Consultant and Account Manager, PNMsoft.

Contents:

The Architecture Problem

Intelligent BPM Solution

Case Study

Benefits and Summary

Page 3: White Paper: Intelligent BPM Architecture - · PDF fileWhite Paper Contents Authors: Eli Stutz, Head of Knowledge and Collaboration, PNMsoft. Tony Jetke, Enterprise Architecture Consultant

Introduction

Organisations are constantly attempting to optimise their architecture in order to better achieve their business goals. You, as the Architect of an organisation, carry a heavy responsibility. Is your architecture efficient? Does it drive your organisation toward agility and growth?

This white paper attempts to demonstrate in a visual manner, how BPM and specifically Intelligent BPM may be the missing link to connect systems, people and devices with business processes, which enable your business to move ahead quickly, and enable you, as an architect to intelligently manage process change.

2

Page 4: White Paper: Intelligent BPM Architecture - · PDF fileWhite Paper Contents Authors: Eli Stutz, Head of Knowledge and Collaboration, PNMsoft. Tony Jetke, Enterprise Architecture Consultant

How many systems do you have? How many users? Are They Connected?

ERP DB

CRM

3

Disconnected systems means alienated, disconnected users, multiplication of efforts, process gaps and errors. In 1 Word: INNEFFICIENCY

Page 5: White Paper: Intelligent BPM Architecture - · PDF fileWhite Paper Contents Authors: Eli Stutz, Head of Knowledge and Collaboration, PNMsoft. Tony Jetke, Enterprise Architecture Consultant

Gartner: “ERP is only 20% of the Process”

4

“…"best practices" embedded in an ERP primarily automate routine, highly repeatable task sequences to record the business transactions. However, these

structured portions of core operational processes represent perhaps only 20% of the actual effort

required to create and deliver value to customers and constituents.”

From Gartner’s Liberate Your Business Processes

From Your ERP With BPM for Agility

Published: 1 May 2013

Page 6: White Paper: Intelligent BPM Architecture - · PDF fileWhite Paper Contents Authors: Eli Stutz, Head of Knowledge and Collaboration, PNMsoft. Tony Jetke, Enterprise Architecture Consultant

Gartner: “Human interactions are missing”

5

“Human interactions, decision making, tacit knowledge, reviews and approvals…and more

continue to be necessary activities outside the control of the ERP.”

From Gartner’s Liberate Your Business Processes

From Your ERP With BPM for Agility

Published: 1 May 2013

Page 7: White Paper: Intelligent BPM Architecture - · PDF fileWhite Paper Contents Authors: Eli Stutz, Head of Knowledge and Collaboration, PNMsoft. Tony Jetke, Enterprise Architecture Consultant

Gartner: “Liberate Processes from ERP”

6

“BPM, the discipline, and BPM suites (BPMSs) are the connective tissue to liberate such processes

from the ERP and enable process agility at the pace of business.”

From Gartner’s Liberate Your Business Processes

From Your ERP With BPM for Agility

Published: 1 May 2013

Page 8: White Paper: Intelligent BPM Architecture - · PDF fileWhite Paper Contents Authors: Eli Stutz, Head of Knowledge and Collaboration, PNMsoft. Tony Jetke, Enterprise Architecture Consultant

The Solution: Introducing Sequence Kinetics…

…an Intelligent BPM Suite that connects people, systems and devices with business processes.

Sequence Kinetics Workflow Application

Designer

Sequence Kinetics SharePoint Flowtime

Interface

Sequence Kinetics MS-SQL Database

Sequence Kinetics BPM Software Suite

CRM ERP External

DB

Page 9: White Paper: Intelligent BPM Architecture - · PDF fileWhite Paper Contents Authors: Eli Stutz, Head of Knowledge and Collaboration, PNMsoft. Tony Jetke, Enterprise Architecture Consultant

CHANGE TOOLS

Web Services Dynamic

URL Reference Tables

Process Wall

UX Studio

App Studio

SharePoint based

Flowtime

Declarative Model

In Memory Models

Calendars Runtime Languages

Queues

Business Rules

Business Roles

Dashboards

WebParts

API

Templates

Org Chart

Wizards

HotChange™ Technology = Process Change AND Control

8

HotChange™

CONTROL TOOLS

Multi level SourceSafe

Logs

Permissions

Org Chart change trace

Import / Export

Definitions

Advanced Installation

Admin Tables

Connections Manager

Sequence Kinetics is build on HotChange technology, which enables you to implement rapid process changes in a controlled manner.

Page 10: White Paper: Intelligent BPM Architecture - · PDF fileWhite Paper Contents Authors: Eli Stutz, Head of Knowledge and Collaboration, PNMsoft. Tony Jetke, Enterprise Architecture Consultant

Use Case: BPM Overlaying an ERP Service Process

Sequence Kinetics SharePoint Flowtime End-to-End Business Processes

Core Service Processes

ERP

ERP DATA

Others Marketing Sales Service

Client opens a

service ticket Completes the

ticket eform

The latest

account

details for this

user are

retrieved from

the ERP and

displayed as

part of the

form

Sequence Kinetics launches

the ERP Service Process and

waits for its completion

Approved?

Sequence

Kinetics

updates ERP

Appropriate

details of the

service job are

passed back to

the ERP.

ERP MI

Sequence Kinetics MI

Page 11: White Paper: Intelligent BPM Architecture - · PDF fileWhite Paper Contents Authors: Eli Stutz, Head of Knowledge and Collaboration, PNMsoft. Tony Jetke, Enterprise Architecture Consultant

How rapidly could you get these processes up and running using ERP only?

Example: New Account

10

Your company takes on a new account…

Sequence Kinetics iBPMS ensures that:

The IT team creates user logins.

The Support team gets in touch with the customer.

The customer gets the training it needs.

The finance system is updated.

Other departments are notified to process

the initial orders.

Process owners can monitor the progress with

rich visual dashboards.

HotChange means you can implement and train staff on changes to any of these processes quickly and with superior control.

Page 12: White Paper: Intelligent BPM Architecture - · PDF fileWhite Paper Contents Authors: Eli Stutz, Head of Knowledge and Collaboration, PNMsoft. Tony Jetke, Enterprise Architecture Consultant

Business, IT & Architects Model Processes Together

11

Import your process models into Sequence Kinetics, or design them from scratch within the App Studio

Page 13: White Paper: Intelligent BPM Architecture - · PDF fileWhite Paper Contents Authors: Eli Stutz, Head of Knowledge and Collaboration, PNMsoft. Tony Jetke, Enterprise Architecture Consultant

Add integration activities to connect with industry-standard ERP systems

A wizard-based GUI enables you to define the ERP connector.

Sequence Kinetics determines which ERP system will handle each invoice based on geographical location.

ERP activities can be quickly added to Sequence Kinetics workflows in one click.

Page 14: White Paper: Intelligent BPM Architecture - · PDF fileWhite Paper Contents Authors: Eli Stutz, Head of Knowledge and Collaboration, PNMsoft. Tony Jetke, Enterprise Architecture Consultant

Out-of-the-box CRM Integration

Sequence Kinetics can communicate with all types of CRM entities.

Sequence Kinetics provides the ability to action requests on the CRM server e.g. assign, share.

Sequence Kinetics enables you to define connection strings (within activities or centrally)

Sequence Kinetics communicates with CRM and via Web Services.

Page 15: White Paper: Intelligent BPM Architecture - · PDF fileWhite Paper Contents Authors: Eli Stutz, Head of Knowledge and Collaboration, PNMsoft. Tony Jetke, Enterprise Architecture Consultant

Sequence Kinetics Architecture

Sequence Kinetics User Interface

SharePoint

Seq

uen

ce K

inet

ics

Inte

grat

ed P

roce

ss D

esig

ner

Integration

Sequence Kinetics API Microsoft ERP

SAP Connector Web Services

WCF

Microsoft CRM

Microsoft Office

Sequence Kinetics Management Information

Visual Dashboards Delegation Advanced Search Microsoft

Reporting Services

Flowtime

Web Parts

Email Mobile & Communications

Sequence Kinetics One Click

Web Forms

Context Sensitive Notification Emails

Process TO GO

Mobile Portal

SMS

Audit

Listeners

SharePoint Web Service

Email Database

File / Document Custom

BP

MN

/ B

PEL

Mo

del

lers

& V

isio

Bu

sin

ess

Ru

les

Des

ign

er

Ap

p S

tud

io (

Pro

cess

D

esig

n)

UX

Stu

dio

(Fo

rms

Des

ign

) SharePoint

Custom

Activities

External Assemblies

Cloud Services

Sequence Kinetics in the Cloud

CloudWorks

Microsoft Lync

IVR

Page 16: White Paper: Intelligent BPM Architecture - · PDF fileWhite Paper Contents Authors: Eli Stutz, Head of Knowledge and Collaboration, PNMsoft. Tony Jetke, Enterprise Architecture Consultant

Sequence Kinetics SOA Architecture

15

SOA (Service Oriented

Architecture) means Sequence Kinetics

can integrate quickly with any external system.

Page 17: White Paper: Intelligent BPM Architecture - · PDF fileWhite Paper Contents Authors: Eli Stutz, Head of Knowledge and Collaboration, PNMsoft. Tony Jetke, Enterprise Architecture Consultant

Sequence Kinetics Engine Flowtime &

Mobile portal

Sequence Kinetics

Dynamics Infrastructure

(Integration Engine)

HotChange-Powered Integration Architecture

16

ERP

Other LOB systems

Finance CRM ALM HR

Event Listener

Plug-in

On demand

process

initiation

Create/

Update

ERP

Entities

Retrieve

ERP

Entity

Data

SOAP 1.2\1.1

HTTP \ TCP

Rule Engine

Form Engine

Messaging Engine

Analytics Engine

Dashboards

Collaboration

.Net Forms

Work

delegation

Unique HotChange Technology assists

in rapid integration.

Page 18: White Paper: Intelligent BPM Architecture - · PDF fileWhite Paper Contents Authors: Eli Stutz, Head of Knowledge and Collaboration, PNMsoft. Tony Jetke, Enterprise Architecture Consultant

Architecture that Connects People, Systems and Devices…

17

ProcessTO GO, Sequence Kinetics’s Mobile BPM Portal includes:

Support for all Tablets and Smartphones

Process and Task Management

Mobile Forms in one click

Geolocation Features

Uploading Photos

Social Collaboration

Dashboards and Reports

One Click Task Approval

Page 19: White Paper: Intelligent BPM Architecture - · PDF fileWhite Paper Contents Authors: Eli Stutz, Head of Knowledge and Collaboration, PNMsoft. Tony Jetke, Enterprise Architecture Consultant

Control Over Multiple ERPs

Sequence Kinetics can be deployed as agile layer across multiple ERP systems

with embedded business rules and logic. Sequence Kinetics leverages ERP data

and enables you to automate manual processes and ensure data consistency and

visibility. Sequence Kinetics integrates with industry standard ERP systems such as

SAP, Oracle, JD Edwards, providing users with familiar Microsoft tools to initiate and

control processes.

Sequence Kinetics

Page 20: White Paper: Intelligent BPM Architecture - · PDF fileWhite Paper Contents Authors: Eli Stutz, Head of Knowledge and Collaboration, PNMsoft. Tony Jetke, Enterprise Architecture Consultant

Consolidation of 7 SAP Screens into 1 E-Form

=

Imagine changing this…

…into this.

Page 21: White Paper: Intelligent BPM Architecture - · PDF fileWhite Paper Contents Authors: Eli Stutz, Head of Knowledge and Collaboration, PNMsoft. Tony Jetke, Enterprise Architecture Consultant

Case Study: Portuguese Government

ESPAP, an IT corporation which provides shared services

solutions for the Portuguese Government, was searching

for a Business Process Management (BPM) software,

which would automate and control the human workflow

processes of its solutions, GeRFiP and GeRHuP.

The software would need to leverage the organisation’s

SAP data and provide a cloud-based SharePoint end-user

interface.

Page 22: White Paper: Intelligent BPM Architecture - · PDF fileWhite Paper Contents Authors: Eli Stutz, Head of Knowledge and Collaboration, PNMsoft. Tony Jetke, Enterprise Architecture Consultant

Case Study: Portuguese Government

ESPAP chose PNMsoft’s Sequence Kinetics as the BPM

software to automate and manage its solutions.

ESPAP developers design processes in Sequence Kinetics’s

collaborative

web-based design interface.

Sequence Kinetics integrates with ESPAP’s

SAP to leverage organisational data.

Sequence Kinetics ensures that processes

are driven forward according to

business rules until timely completion.

Sequence Kinetics provides a cloud-based

SharePoint Runtime interface which

enables ESPAP users to initiate, control and monitor each process.

Page 23: White Paper: Intelligent BPM Architecture - · PDF fileWhite Paper Contents Authors: Eli Stutz, Head of Knowledge and Collaboration, PNMsoft. Tony Jetke, Enterprise Architecture Consultant

Case Study: Solution Architecture

Page 24: White Paper: Intelligent BPM Architecture - · PDF fileWhite Paper Contents Authors: Eli Stutz, Head of Knowledge and Collaboration, PNMsoft. Tony Jetke, Enterprise Architecture Consultant

Benefits of Adding Intelligent BPM to Your Architecture

BPM is specifically designed to facilitate process modeling, implementation and

management.

Graphical process modeling is more intuitive for users.

Enabling business users, IT and architects to collaborate on processes.

More users in your organisation have access to processes from company portal.

Unifying systems, placing shared processes on one interface, optimising IT

investment.

Enabling your organisation to compete more effectively in a dynamic marketplace.

Making visible “hidden” data from ERP and CRM into an interface that’s

easy for users to access.

The ability for managers to monitor and improve processes.

Connecting people and devices to processes.

Page 25: White Paper: Intelligent BPM Architecture - · PDF fileWhite Paper Contents Authors: Eli Stutz, Head of Knowledge and Collaboration, PNMsoft. Tony Jetke, Enterprise Architecture Consultant

PNMsoft’s Sequence Kinetics is an Intelligent

Business Process Management (BPM) Software

Suite which simplifies the development of complex

workflows, and drives IT architecture forward with

intelligent BPM. Deployment can be on-premises or

via secure Cloud. Sequence manages processes for

business and public sector organisations worldwide.

Sequence Kinetics iBPMS

Page 26: White Paper: Intelligent BPM Architecture - · PDF fileWhite Paper Contents Authors: Eli Stutz, Head of Knowledge and Collaboration, PNMsoft. Tony Jetke, Enterprise Architecture Consultant

Global company, offices and partners network worldwide

Sequence Kinetics: leading Intelligent BPM Suite with tight integration to

Dynamics, mobile capabilities and unique HotChangeTM technology

Provider of Vertical and Horizontal BPM solutions

Endorsed by Bill Gates (Click Here for the video)

Gartner iBPMS Magic Quadrant 2012

IDC Major BPM Player 2011

Microsoft BPM & SOA Partner of the year finalist 2009

Trusted BPM partner for Fortune 2000 companies

About PNMsoft

Page 27: White Paper: Intelligent BPM Architecture - · PDF fileWhite Paper Contents Authors: Eli Stutz, Head of Knowledge and Collaboration, PNMsoft. Tony Jetke, Enterprise Architecture Consultant

Contact PNMsoft:

www.pnmsoft.com

[email protected]

Sign up for a BPM Workshop

Interested in BPM for your company, but not sure

where to begin? We offer an introductory BPM

workshop to help you explore your options for

business process improvement and control.

www.pnmsoft.com