IBM Software Solutions Enterprise Content Management Software IBM FILENET BPM POT. Wien, 31. März IBM ECM BPM POT - Vienna 2011 IBM

IBM FILENET BPM POT

Wien, 31. März 2011

IBM Software Experience am 31.03.2011

Die IBM Software Group freut sich, Ihnen den Workshop

Proof of Technology

-Content-Centric BPM für Business User

IBM Forum Wien

31. März 2011

im Rahmen der Veranstaltungsreihe

©Copyright IBM Corporation 2011. All rights reserved.U.S. Government Users Restricted Rights -Use, duplication or disclosure restricted by GSA ADP Schedule Contract with IBM Corp.

THE INFORMATION CONTAINED IN THIS PRESENTATION IS PROVIDED FOR INFORMATIONAL PURPOSES ONLY. WHILE EFFORTS WERE MADE TO VERIFY THE COMPLETENESS AND ACCURACYOF THE INFORMATION

CONTAINED IN THIS PRESENTATION, IT IS PROVIDED “AS IS”WITHOUT WARRANTY OF ANY KIND, EXPRESS OR IMPLIED. IN ADDITION, THIS INFORMATION IS BASED ON IBM’S CURRENT PRODUCT PLANS AND STRATEGY, WHICH ARE SUBJECT TO CHANGE BY IBM WITHOUT NOTICE.IBM SHALL NOT BE RESPONSIBLE FOR ANY DAMAGES ARISING OUT OF THEUSE OF, OR OTHERWISE RELATED TO, THIS PRESENTATION OR ANY OTHER DOCUMENTATION. NOTHING CONTAINED IN THIS PRESENTATION IS INTENDED TO, NOR SHALL HAVE THE EFFECT OF, CREATING ANY WARRANTIES OR REPRESENTATIONS FROM IBM (OR ITS SUPPLIERS OR

LICENSORS), OR ALTERING THE TERMS AND CONDITIONS OF ANY AGREEMENT OR LICENSE GOVERNING THE USE OF IBM PRODUCTS AND/OR SOFTWARE.

IBM, the IBM logo, ibm.com, Cognos, FileNet, OmniFind and all IBM FileNet products are trademarks or registered

trademarks of International Business Machines Corporation in theUnited States, other countries, or both. If these and other IBM trademarked terms are marked on their first occurrence in this information with a trademark symbol (®or ™), these symbols indicate U.S. registered or common law trademarks owned by IBM at the time this information was published. Such trademarks may also be registered or common law trademarks in other countries. A current list of IBM trademarks is

available on the Web at “Copyright and trademark information”at www.ibm.com/legal/copytrade.shtml

Other company, product, or service names may be trademarks or service marks of others.

IBM FileNet BPM POT

IBM ECM Client Technical Professional

Clients & Integrationen

(Notes, Outlook, Sharepoint, Quickr, ...)

B

usiness

P

rocess

M

anagement

C

ontent

M

anagement

Dokumenten

_Workflow

Output & Report

Management (Cold)

e-Mail

Management

SAP

Archivierung

ERP Integration

Fileserver

Management

Unternehmensweite

Suche

Automatisierte

Erfassung

Analyse

&

Revision

Windows, AIX, Linux, Sun Solaris, HP-UX, iSeries, System z

Storage Management / Revisionssicheres Archiv

Records

Management

IBM

E

nterprise

C

ontent

M

anagement

C

ompliance

I

nformation

M

anagement

Classification

Management

IBM ECM - Basics of Active Content



IBM BPM is a platform that

fully leverages the

process-content synergy

and provides Content,

Process & Compliance solutions



A change in

content launches a process

- Active content



Process changes content

as it executes



Content defines the context in which decision are

made in processes



Processes, rules, forms are content subject to

versioning, search, etc.



No separate Solution for Managing Processes

required



The foundation for Compliance – governance,

risk & controls (GRC)

Content-aware

Process-aware

ECM

Definition &.

Models

Simulation

Monitoring

UI

Optimization

Analysis

“All in One “Business Process Management Solution

Fully Integrated with FileNet Document Management

Business Process Modellierung

(Beispiele)

Import aus Visio

Diagram & Document Modus

Design Modus

Business User

Business Analyst

Elektronische Formulare im Prozess

Routing wird durch

Werte im Formular

beeinflusst

(dynamischer

Workflow)

BPM Prozess Modeller & Designer: Model  Design 

Launch

Reusable / Common

Library of steps

through “Step

Palette”

Drag ‘n Drop

Graphical

Modeller

Model from easy to

complex parallel working

and conditional

decisions

IBM ECM Widgets (otb) 4.5.x

●

Home Page Widgets

 ECM Toolbar

 ECM In-basket

 ECM Process History

 ECM WEBi

 ECM Content List

●

Helper Widgets

 ECM Launch Process

 ECM Launch Process (eForm)

 ECM Display Web Page

●

Step Processor Widgets

 ECM Header

 ECM Work Data

 ECM Work Data eForm

 ECM Attachment

 ECM Step Completion

 ECM Viewer

●

Utility Widgets

IBM ECM Widgets – einfach zusammenstellen

Drag &

Drop

Vorschau von

Dokumenten

Liste der

Anlagen

Anweisung

Datenfelder

Arbeitsschritt

IBM P8 - Components (High Level View)

Application

Engine

IBM P8 4.5

Simple View



Java API



.NET API



Web Services



REST



DB Execution

Federation Services

Process

Engine

Content

Engine

B

usiness

R

ules

E

ngine

Focus Corporation

Become familiar with our scenario

© 2011 IBM

18 IBM ECM BPM POT - Vienna

Challenges Costs Solutions Value

New account opening process is slow due to duplicate efforts, systems, lack of data integration

Account opening is a major part of bank’s costs (45 days and US$900 per customer). IT services are large percentage of cost.

Re-engineer new account opening process.

Speed up process with workflow. New administrative tools to reduce IT costs.

More account sales. Reduced cost per sale. Reduced percentage of cost from IT.

Cross-selling targets are not being met because cross-division customer information is inaccessible or incompatible

Lost business opportunity results in failure to meet revenue and profit goals.

Integrate customer information and identify new opportunities with Business Intelligence technologies.

Leverage existing customer data to identify more and better opportunities.

More valuable accounts.

Customer applications are old and difficult to use. Internal

processes still paper-based

Poor customer satisfaction.

Time to process new accounts. Develop new apps using portal and forms. Leverage and reuse internal and external services.

Increased customer satisfaction.

Reduced development cost.

New features and apps are taking

too long to deploy. Competitive gaps Increasing time to value is too long and development costs too high.

Leverage modeling, simulation, and rapid application development tooling to quickly move from proof of concept through QA to production.

Improved products available. Reduced development cost.

Maintaining regulatory compliance and security with current systems is complex and difficult to audit.

Potential legal liabilities.

Increased IT service costs. Deploy process and data governance policies and simplify tracking with new records management

technologies.

Reduced risk and liability. Reduced cost of maintaining compliance and audit

readiness.

Fiktive Rollen in den Anwendungs- Beispielen



Victor – Vice President, Business Operations



Bill - Business Analyst



Sue - Supervisor – New Account Operations



Steve - Supervisor – Fraud Review Operations



John - Sales Advisor



Lisa and Laura - Customer Service Specialists

Labs 1-4 & 4-9



Business Process Modeling

–

Lab – Process Modeling for the Business User

–

Lab – Implementing the Process Model

–

Lab – Process Simulation



Business Performance Management

–

Lab – Real-Time Visibility into Business Processes



Rapid Application Development

–

Lab – Agility and Flexibility Through Business Rules

–

Lab – Bringing BPM to the Business with eForms

–

Lab – Enabling Rapid Implementation with IBM® FileNet® Business Process

Framework



Mashups and Enterprise Content Management (ECM) Widgets

–

Lab – Agile BPM Application User Interfaces

–

Lab – Continuous Process Improvements

Was ist ACM?

„create a solution“

„design a solution“

IBM FileNet BPM

ACM - Vorlagen für Geschäftsfalle

Unternehmen können

selbst

Geschäftsfall Vorlagen erzeugen oder

auf

bestehende

Lösungen

zurückgreifen.

Unternehmen können

selbst

Geschäftsfall Vorlagen erzeugen oder

auf

bestehende

Lösungen

zurückgreifen.

Fertige Geschäftsfall Vorlagen basieren

auf „

best practices

“ oder

Industrie

Lösungen

(zb IBM Developer Works)

Fertige Geschäftsfall Vorlagen basieren

auf „

best practices

“ oder

Industrie

Lösungen

(zb IBM Developer Works)

Man kann auf bestehende Vorlagen

zurückgreifen, diese

individuell

erweitern

oder einfach als

Schablone

für neue Vorlagen verwenden.

Man kann auf bestehende Vorlagen

zurückgreifen, diese

individuell

erweitern

oder einfach als

Schablone

für neue Vorlagen verwenden.

Geschäftsfall Vorlagen

sparen Zeit & Kosten !

Geschäftsfall Vorlagen

sparen Zeit & Kosten !

ACM - Geschäftsfall Vorlagen – schnell erstellt

Assistent hilft bei der

Erstellung

EX

AM

PL

E

EX

AM

PL

E

5 Schritte zur Lösung

EX

AM

PL

E

EX

AM

PL

E

+ Freiheitsgrade

+ Strukturiert

Schnelle Umsetzung

Bsp: Aufgabensammlung

EX

AM

PL

E

EX

AM

PL

E

Fertige Benutzer

Oberfläche – individuell

anpassbar

Aufgaben-Sammlung

& Historie

Vorschau

Metadaten

EX

AM

PL

E

EX

AM

PL

E

Automatische Suche & Zuordnung der Kundendaten

Zuordnung & Vorschau

EX

AM

PL

E

EX

AM

PL

E

Musterbank Geldbörserl Erzeuge GF - Kredit Karte

Bearbeitung vom Geschäftsfall mit „360° View“

Historie & Lotus

Sametime Chat

eFormular

Dokumente

Upload von

Dokumente &

Vorlagen

Daten &

Informationen

EX

AM

PL

E

EX

AM

PL

E

IBM Advanced Case Management Strategy

Case Application Design

Case Lifecycle Management

Case Infrastructure Case Context

Case Runtime Framework

Case Analytics

Case Templates _TasksCase

Workflow Rules Collaboration Monitoring & _Analytics

Content Events _SoftwareSocial

360o _View

of Case

Advanced Case Management