IBM Business Automation Workflow

Transcription

1 IBM Automation IBM Business Automation Workflow Automating Work Jeff Goodhue Worldwide Digital Technical

2 Agenda Drivers for Business and Workflow Automation Introduction to IBM Business Automation Workflow IBM Case Manager IBM Business Process Manager Integrated Workflow Capabilities Use Cases 2

3 Drivers for Business and Workflow Automation Automating Work 3

4 Digital companies are using software automation to achieve higher revenue per employee than their traditional counterparts As a result, leading companies must automate to radically increase productivity & scale In 60% of all job roles worldwide, up to 30% of work can be automated - McKinsey Global Institute, January 2017

5 Workflows are everywhere Insurance Automated claims processing Underwriting Fraud investigations Healthcare Improved patient care processes Donor matching processes Acute medical investigations Energy and utilities Power grid management Bill processing Energy consumption management Retail Retail orders Customer service Customer loyalty programs Banking Reduced loan processing times Customer onboarding Financial risk and regulatory investigations Government Customs and border control Benefit claims and investigations Improved public safety Travel and transportation Online ticketing and reservations Compensation management Customer service support Manufacturing Manufacturing production quality and control Defect Investigations But traditional applications can t completely solve the business workflow problem Joint, Case centric and Process centric Workflows 5

6 Introduction to Business Automation Workflow Automating Work 6

7 IBM Automation Platform for Digital Business Unified User Experience Data Capture Modeling Analytics Tasks Content Workflow Decisions Operational Intelligence Machine Learning Governance On-cloud Hybrid On-premises

8 IBM Business Automation Workflow: Complete Work Automation IBM Business Process Manager IBM Case Manager Straight Through Processing Ordered Sequence of Tasks Content Intensive Knowledge Worker Collaboration Content Services Integrated Operational Intelligence Governance On-cloud Hybrid On-premises

9 IBM Business Automation Workflow V18 Combines IBM Business Process Manager Server and IBM Case Manager into one workflow offering with Enterprise and Express editions It unites information, process, and users to provide a 360-degree view of work H41 IBM Business Automation Workflow V18 Enterprise & Express Perpetual License using PVU Metric Express Edition restricted to 420 PVU for Production use BPM Server V8.6 CF Case Manager v5.3.3 New IBM Business Automation Workflow V18 is also included in DBA v18.1 bundle for clients wanting a broader IBM Automation solution 5737-H06 Digital Business Automation V IBM Corporation 9

10 Included Case Capabilities Automating Work 10

11 What is a Case? It is the primary business goal or objective stored as an entity within the business. A Case could be: Person, Investigation, Product, Incident. Case persistence - Every step of the case can be recorded as a legal record: Content, Data, Discussions, Decisions, Actions, Tasks, History Cases are content intensive, long running with unpredictable business outcomes. 11

12 Case Manager Key Components Case Builder - Designer Case Client - Runtime Case Analytics Case Manager Builder Case Solution builder tool oriented to needs of line of business analysts Templates Solutions UI Layout Model Tasks Rules Context Web 360 o View Mobile History Navigator Real Time Structured Historical Unstructured Case Manager Client A run time environment for launching, processing, and interacting with cases Case Administrator Case Toolkit Deploy Configure JavaScript Web Administration Java REST Content Platform Case Object Models APIs Solution Constructs Task Object Model History Case Analytics Data Store Case Manager Analytics Real time and historical case monitoring with threshold monitoring and alert generation Case Manager Admin Client Web based tool for configuring the ICM environment and for moving solutions between development and production domains Content Platform Built on top of an enterprise class active content platform Content Collaboration & Workflow Rules Events Integration Monitoring & Social SW Analytics Case Manager APIs Extend your case solutions using JavaScript, Java, and REST API toolkits 12

13 Case Builder Rapid Design Tool Case Builder - Designer 1 Templates Solutions UI Layout Model Tasks Rules 2 Task Building in 3 Simple Steps 1 Design 2 Deploy 3 Test 3 13

14 Case Builder Business Agility using Tasks Describe the problem as all the possible tasks that need to occur to get to resolution The tasks perform IBM BPM workflows as required The path that needs to be taken will be driven by the way people work 14

15 Case Builder Tasks and Dependencies Start automatically Start only if a condition is met Start when a document is filed in case 15

16 Case Builder Case Members and Team Memberships Allows a reduced set of case workers to be assigned to a specific case from their respective roles Limits case access to case workers assigned to the team Provides the ability to define "owners" of a case Enables an easy search for "my cases" 16

17 Case Builder Case Builder - Designer Templates Solutions UI Layout Model Tasks Rules Bottom line: Rapidly develop and deploy customized solutions to end users 17

18 Case Client Fully Integrated Content Management Fully Integrated Content Management Every case has its own folder for storing its documents Integrated document viewer with markup capabilities Full document management functionality Document versioning and metadata properties Centralized content repository for all case artifacts Supports Content Navigator plug-ins Extend the standard capabilities 18

19 Case Client Navigator Framework Desktop Role-based and personalized End user gets exactly the information they need to progress the case Flexible and extensible Can be configured to meet unique business requirements Provides deep context for case work No more disjointed jumping between application Brings people, process and content together to drive case progression and better outcomes 19

20 Case Client Cases are Dynamic Cases are Dynamic Case workers can view and start new Tasks for a case, changing how that case is handled on-the-fly Case workers can add new Tasks to a case 20

21 Case Client History Visualizer Case History Visualizer Provides a quick overview of life of a case Shows when things happened, what it was, and by whom Event Histogram shows when most activity occurred The taller the bar, the more things happened to the case Zoom in for more insight The lower timeline zooms to show details such as tasks and work item completion 21

22 Case Client Fully Integrated Mobile Native Apps Case Mobile App Feature rich app optimized for ios and Android devices Full Offline capability Add, Search and Update Cases Start and process Tasks Upload Case Artifacts Integrated Map 22

23 Case Client Runtime Case Client - Runtime Context Web 360 o View Mobile History Navigator Bottom line: Case workers have all the information they need within the case client to improve case outcomes 23

24 Case Manager Integrated Operational Insight with Analytics Cubes and fact tables Case, task, and workflow information is collected from logs. Reporting tools can then use this database to generate inprogress and historical information. User specified reporting interface Ability to customize reports to view historical and work in progress data that is generated by Case Analyzer by using online analytical processing (OLAP) cubes Integrate with other IBM analytics programs Case Analytics reports can be loaded and viewed in the IBM Cognos Business Intelligence report studio (Cognos BI not included) 24

25 Included Process Capabilities Automating Work 25

26 Automating and improving business processes IBM BPM Unstructured tasks and communication Inefficient working environment spans systems Incomplete or inaccurate data flow between systems Lack of control over system and business events Poor Visibility Into operations performance 2017 IBM Corporation Page 26 Automatically prioritizes and routes work Guides users through decisions Leverages existing systems and data Monitors for business events and initiates action Real-time visibility and process control

27 Extending Processes with Business Rules (Decisions) Finance & Ops Advanced Integrations (Included) Customer Service Invoice Reconciliation Teams Account Administration Executive Management BPM Decisions SOA Robotic Process Automation Systems 2017 IBM Corporation Page 27

28 BPM Solution Life Cycle Process Designer Process Portal - Work Business Analyst Process Developer Knowledge Worker Business Analyst Operations Manager 2017 IBM Corporation Blueworks Live Page 28 Process Portal - Dashboards

29 BPM Development and Runtime Server Topology Business & IT Authors Administrators Process Designer Process Center Console Process Center Centralized repository Centralized deployment Centralized governance Integration Designer Workstation Integration Developers Federated Process Portal Administrators Unit Test Environment Knowledge Worker Administrators Process Admin Console Process Federation Server 2017 IBM Corporation Process Server QA Test Page 29 Process Server Staging Test Production Process Servers

30 Business Process Manager Capabilities Capture Develop Import form Blueworks Live Aligns process designers and SMEs 2017 IBM Corporation Page 30

31 Business Process Manager Capabilities Capture Develop Transactional Straight through processes Advanced integrations Full XML schema support Full support for Web Services Mediation flows for protocol transitions and advanced mediations Aligns process designers and SMEs Process integration and advanced services choreography are critical components of BPM solutions for enterprises that have advanced IT systems and mature SOA BPM Advanced capabilities provides the ability to link to back end systems in a stateful and transactional manner to support BPM projects BPM Advanced capabilities include WESB embedded and supports multiple communication protocols as well WebSphere Adapters to connect to popular legacy systems) 2017 IBM Corporation Page 31

32 Business Process Manager Capabilities Capture Develop Graphical Design Environment Open Standards Low/zero code implementation Pre-built integration services Point and click UI definition Business rules Aligns process designers and SMEs Process design with swim lanes Web Services WSDL XML Integration services REST Swagger JSON 2017 IBM Corporation Page 32 End user business interface design

33 Business Process Manager Capabilities Capture Develop Document Management Internal document store External document store integration Built-in connectivity via CMIS Aligns process designers and SMEs 2017 IBM Corporation Page 33

34 Business Process Manager Capabilities Capture Execute Task management and completion Visibility on individual processes Secured collaboration Desktop and mobile ready Custom portals can be used Interact with ease everywhere you are Task Instance View Responsive user interface UI adapts to display size automatically End user business interface design 2017 IBM Corporation Page 34

35 Process Federation Server Support process isolation Isolate important process applications into their own cells Avoid resource contention Simplify migration via drain-down approach Finish existing work on old environment Start new work on new environment Massively scale BPM infrastructure across cells Third scaling dimension (in addition to horizontal and vertical) Scale beyond a single cell-scoped database Isolate client applications from BPM engine evolution Ensure portability across topology and software changes Continuous availability during topology and software changes Process Servers Performance improvement Complex task list queries are cashed on PFS Process Federation Server (Liberty) BPM V BPM V BPM V8.5.5 BPM V8.5.6 BPM V

36 Business Process Manager Capabilities Capture Manage Social actionable dashboards Real time process metrics Process & team performance Kibana based diagrams moving forward Custom diagrams Process Performance Team Performance Follow up process execution and efficiency Process Performance dashboard Team Performance dashboard 2017 IBM Corporation Page 36

37 Integrated Workflow Capabilities Automating Work 37

38 Workflow across the Enterprise Workflows consist of process flows, cases or a combination of these 2018 IBM Corporation 38

39 Integrated Case and Process 1. Case Builders can initiate process workflows from content New screen to launch process 2. Case builders can more easily use Process Designer (PD) Case Builder can launch PD 3. Case and Process Workers have a new unified view of work Uses Navigator 2018 IBM Corporation

40 Example Workflow - New Account Opening IBM Business Automation Workflow improves the productivity of a New Account Opening process Customer Using a web applications, customer sends new account opening request Customer s missing documents Case Case worker launches Process to determine customer's identify Case worker s customer to supply missing documents Case worker opens new account and notifies customer Process Identify Verification specialist completes the process: customer identity is confirmed IBM Corporation

41 Use Cases Enabled by Business Automation Workflow Automating Work 41

42 Workflow Case Studies Leverage the platform Agility Enterprise ready Knowledge augmentation Automate 50 business processes across the business Use BPM, Content Manager, ODM, BWL 80% reduction in manual loan application reviews Align process owners and SMEs supporting new customer engagement channels Use BPM Create new processes in as little as two hours Manage, hundreds of thousands of paper medical records & regulatory compliance Use Case Manager and Datacap Reduced reporting from 10 days to seconds Make chemical safety card information easily visible to staff to make faster authorization decisions Use Case Manager and Datacap 70% time saving accessing safety information At PNC bank At Creval Sistemi e Servizi At Molina Healthcare At Conqord Oil IBM Cloud / April 2018 / 2018 IBM Corporation 42

43 Why choose IBM Business Automation Workflow? Half Top 20 WW Banks 91 Fortune Business Partners Managed projects 5 out of every 7 Top 7 WW Retailers 70% Top 10 WW Insurances Hundreds BPM & Case consultants IBM Cloud / DOC ID / Month XX, 2018 / 2018 IBM Corporation

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