Succeeding in SOA-enabled BPM A Methodological Approach from Oracle

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1 <Insert Picture Here> Succeeding in SOA-enabled BPM A Methodological Approach from Oracle Manas Deb, PhD, MBA & Meera Srinivasan, SOA/BPM PM, Oracle HQ Mark Wilkins, Enterprise Architect, IBU, Oracle DOAG, 2010, Nuernberg, Germany

2 PART A Why SOA-Enabled BPM? Oracle Corporation Proprietary and Confidential BPM Method

3 BPM + SOA Synergies SOA & BPM are complimentary strategies Both speak to the business concern in business language Closing the business-it gap Architecturally supportive SOA supports and enhances BPM Enables orchestration of Business Simplifies back-end integration Reusable UI BPM supports and enhances SOA Identification of appropriate Business Business Process expand the Service portfolio Realizes the ultimate value of SOA Evolution of computing Less custom code, more process-centric configuration 2010 Oracle Corporation Proprietary and Confidential BPM / SOA Composite Architecture

4 BPM / SOA Conceptual Architecture Relationships Process Analysis & Modeling Business Technical Monitoring, Analysis & Control Business Technical Process Initiators & Participants Workers IVR Partners Customers Client Apps Mobile Service Layers Employee Service s Consumers & Delivery Channels Design-time Customer s Partners Terminal Composite Applications Web Apps Portals Mashups BPM Process Execution Fat Clients Modeling Presentation Shared Portlets Multi-Channel Unified Delivery Repository Simulation Business Process Business Activity Data Connectivity Data Caching Workflow Enrichment Service Layers Employee Customer Partners Terminal IVR Mob Client Service s s il Apps Consumers & Delivery Channels Composite Applications Web Apps Portals Mashups BPM Process Fat Clients Presentation Shared Portlets Multi-Channel Delivery Custom Business Business Process Workflow Orchestration Data Aggregation Service Orchestration Service Provider Assets Business Activity Enrichment Custom Business Data Data Caching Data Aggregation Data Synchronization Connectivity System Access Messaging Partner Integration Utility Data Synchronization Encapsulation Non-Service Enabled Assets Service Discovery Messaging Adapters Custom APIs JDBC file:// SOA IT System Access Infrastructure Messaging Partner Integration and Applications BI Utility Images Encapsulation Non-Service Enabled Assets Mediation Security Run-time Governance Monitoring & Management Service Enabled Assets Discovery SOA Infrastructure Service Provider / Consumer Assets Legacy Mediation IVR Mob il Client Apps Business Process Management Business Process Human Workflow Service Orchestration Business Rules Messaging Adapters Custom APIs JDBC file:// Service Enabled Assets Service Service Provider / Provider 2010 Oracle Corporation Proprietary and Confidential Consumer BPM / SOA Composite Architecture Assets Assets Events Security Databases Governance EAI Monitoring & Management Timers Partners Faults Discovery Content SOA Infrastructure MOM Monitoring Packaged Management Security Custom

5 BPM / SOA Conceptual Architecture Relationships Service Consumers & Delivery Channels Process Analysis & Modeling Employee s Business Customer s Technical Partners Monitoring, Analysis & Control Terminal Business Technical Composite Applications Web Apps Portals Mashups BPM Process Fat Clients IVR Mob il Process Initiators & Participants Workers Client Apps IVR Partners Customers Mobile Client Apps Service La ayers Service Provider Assets Presentation Business Process Business Activity Data Connectivity Data Caching Shared Portlets Design-time Workflow Modeling Enrichment Simulation Multi-Channel Delivery Service Orchestration Custom Business Unified Repository Data Aggregation Data Synchronization System Access Messaging Partner Integration Utility Encapsulation Service Discovery Non-Service Enabled Assets Messaging Adapters Custom IT APIs JDBC file:// Infrastructure and Applications BI Images Run-time ion Mediati Legacy ity Business Process Management Governa ance Monitoring & Ma anagement Process Execution Securi Events Business Process Human Workflow Discove ery Service Orchestration Timers Service Enabled Assets Databases Business Rules Partners EAI SOA Infrast tructure Faults Content Service Provider / Consumer Assets Monitoring MOM Packaged Management Security Custom 2010 Oracle Corporation Proprietary and Confidential BPM / SOA Composite Architecture

6 BPM / SOA Logical Architecture 2010 Oracle Corporation Proprietary and Confidential BPM / SOA Composite Architecture

7 BPM / SOA Product Mapping OWCS OBPA Suite OBPM JDeveloper OBAM OBPM BPEL OBR OWCS OSR OEM OSB IdM BPEL OBR ODI OBPM OSDI OWLS OER OWSM OIA 2010 Oracle Corporation Proprietary and Confidential BPM / SOA Composite Architecture

8 Business process is started by some initiation event. BPM / SOA Architecture The next task is a human task that requires work Process View Participants and Initiators Business Process Management Process Execution Business Process Human Workflow 1 4 Service Orchestration Business Rules Events Timers Faults from a human participant. Monitoring Managemen nt 5 The Presentation Service is integrated with the BPM engine to complete the task. Security 2 7 The human participant uses a composite application to accomplish the task. Composite Applications Presentation Business Process Business Activity Data 6 The composite application incorporates a Presentation Service used by the human participant. Service Layers The Business Activity Service uses an existing system to complete the task. BPM engine calls a Business Activity Service to complete a task. Connectivity 3 Service Provider Assets 2010 Oracle Corporation Proprietary and Confidential BPM / SOA Composite Architecture

9 SOA Provides Enterprise Grade Platform Optimized binding BPMN BPEL Business Rules Mediator Unified SCA Runtime Common JCA-based connectivity infrastructure Service and Events Bus Human Workflow Policy Enforcement BPM Process modeling and execution Process analytics Business friendly SOA Single model, single run-time Integration, services and event infrastructure Unified administration and policy management Extreme performance and scalability

10 PART B Planning The SOA-Enabled BPM Journey Oracle Corporation Proprietary and Confidential BPM Method

11 Measuring Maturity of Business Processes Business Process Management and business process models promote process standardization, management, and optimization. Optimized Maturity Standardized Managed Ad hoc Opportunistic Business Architecture roadmap, BPM & BAM, Business Process Reengineering, Ad hoc The process executes in the form of seemingly disparate activities and decisions, often performed by certain individuals with specific skills and job knowledge. Opportunistic The end to end process is known, which supports a marginal degree of holistic evolution, however no formal process documentation exists. Standardized The process has been documented in a form that allows the business to visualize the overall flow of activities being performed, decisions made, rules applied, and persons involved. Managed Process execution is managed, either by persons or machine, to ensure adherence to policies, consistency of execution, and timeliness of completion. Optimized Process metrics are collected and reviewed in order to verify proper execution, tabulate current results, forecast future activity, and optimize the way business is performed. Time 2010 Oracle Corporation Proprietary and Confidential BPM Method

12 BPM / SOA Composite Roadmap BPM and SOA each have a roadmap creation approach Both use the same high-level approach Details are different BPM and SOA each have a Maturity Model Both use the same domains and levels with different capabilities Some capabilities connect BPM and SOA Composite roadmap merges the two into a single roadmap SOA Roadmap Approach BPM Roadmap Approach 2010 Oracle Corporation Proprietary and Confidential Building a BPM/SOA Roadmap

13 Roadmap Creation Process Combines BPM and SOA Roadmap Process BPM & SOA Maturity Models BPM & SOA Goals & Expected Benefits Business Processes Architecture Business & Strategy Information Organization Infrastructure Governance Operations, Projects, Administration Portfolios & & Management Current State Future Vision Gap Analysis Process & Service Selection & Scheduling BPM & SOA Assessment Results BPM & SOA Inhibitors & Remedies BPM/SOA Roadmap 2010 Oracle Corporation Proprietary and Confidential Building a BPM/SOA Roadmap

14 Activity Selection & Scheduling Remediation Activities Process Selection Framework Service Candidate Selection Framework BPM vs SOA Emphasis Determine Program Activities Select Processes Identify Service Modifications Identify Service Candidates Define Schedule Project Portfolio Service Portfolio BPM/SOA Roadmap 2010 Oracle Corporation Proprietary and Confidential Building a BPM/SOA Roadmap

15 Example Composite Roadmap Phase Oracle Corporation Proprietary and Confidential Building a BPM/SOA Roadmap

16 PART C Business Process & Service Engineering Combined Methodology Oracle Corporation Proprietary and Confidential BPM Method

17 BPM / SOA Composite Engineering Business Process Automation Service Construction Business Process Automation Generates requirements to support tasks in the business process Uses that are defined by a Service Contract Success measured by business process related KPIs Service Construction Requirements used to identify Service Candidates Justified are defined by Service Contracts Success measured by service engineering KPIs (e.g. reuse, agility, dev cost reduction) 2010 Oracle Corporation Proprietary and Confidential 17 BPM / SOA Composite Engineering

18 Business Process Engineering Lifecycle Service Engineering Touch Points Service Discovery Selection Definition Identified Defined Detailed Service Analysis Service Engineering Support BPM Analytics + WSM Operational Monitored Monitoring Refinement Refined Technical Analysis & Design Project Definition Software / DesignedService Engineering Approved Commissioning Iterative BPM Project Engineering Lifecycle Composition Composed Service Composition Runtime Discovery Approval Deployed Deployment Testing Tested Service Packaging Service Stubs 2010 Oracle Corporation Proprietary and Confidential BPM Method

19 Service Engineering Process Engineering Touch Points Oracle Service Engineering Framework (OSEF) identifies the unique software engineering challenges faced by enterprises adopting SOA and provides a framework to remove the hurdles. OSEF complements traditional methodologies by defining the engineering disciplines required for effective and consistent service delivery. Includes BPM projects Process Engineering touch points Software Dev. Approval Test Project Delivery 2010 Oracle Corporation Proprietary and Confidential 19 BPM / SOA Composite Engineering

20 SOA / BPM Engineering Relationships Manage requirements from BPM projects Support Service discovery for BPM projects Service release plan becomes a dependency for the BPM projects BPM projects deliver a type of SOA application 2009 Oracle Corporation Proprietary and Confidential Software Engineering in an SOA Environment

21 Process Engineering Participants Business Participants Business Leadership Process Owner End User Process Analyst Documentation & Training IT Participants Process Architect Process Developer Software / Service Developer Quality Assurance IT Operations Contributors & Advisors Enterprise Architect Security Architect Data Architect Using RASCI for role assignments and utilization indicators: Oracle Corporation Proprietary and Confidential BPM Method

22 #1. BPM Phase: Selection Strategic Analysis & Process Selection C A R S INPUTS Strategy Maps Motivation Model Capabilities Map Functional Model BPA Process selection spreadsheet OUTPUTS Selected Processes Decomposed functional model (Level 2) SOA & BPM share common approach 2010 Oracle Corporation Oracle Confidential

23 Business Process Selection Framework The Oracle Business Process Selection Framework measures Alignment with goals, objectives, and initiatives Benefits of automation Inhibitors to automation Scores business processes on 13 weighted parameters More parameters can be added Parameters can be removed or ignored Weights can be modified Generates a numeric score used to help select business processes for automation 2010 Oracle Corporation Proprietary and Confidential BPM Method

24 Oracle BPA Suite Analyze & collaborate on process improvements before you implement them. Enterprise and Process Modeling Reports and Analyses Aris House Processes, Data, Organization, Systems, Products and Value Chain Diagram Critical Success Factor Analysis Process Evaluation Objectives and Risks Model BPMN Process Diagram Business Process Publisher Framework and Methodology Add-ons Collaborate with LOB stakeholders

25 Analyze Enterprise BPM Knowledge Analysis Reports Process Representations Evaluations & Statistics Model Comparisons IT Analyses Oracle Proprietary. Copyright 2006, Oracle Corporation

26 Process Decomposition

27 Business Process Context Start & Build Process Owner(s) Goals Business Rules & Policies Finance Supervisor Initiating Events Submission of expense request Improve employee Satisfaction Shortened reimbursement cycle Reduced administrative costs Objectives FX Conversion Expense Approval All expenses paid within 21 days (within 3 months of launch) 80% of consultants to utilize system (within 6 months of launch) Deliverable (Product/Service) Funds Reimbursed Roles Consultant Engagement Manager Manager Coordinator Finance Clerk Business Calendar(s) Standard workweek 8.1 Expense Reimbursement Key Performance Indicators Overall elapsed reimbursement time Number of expenses processed Percentage of rejections Supporting Applications ProBusiness PeopleSoft Xerox Image Flow Business Objects Receipts Expense Employee Locations HQ Rewdwood, CA 12 Field Offices 2010 Oracle Corporation Proprietary and Confidential BPM Method

28 #2. BPM Phase: Definition Process Discovery and Definition I A C R I INPUTS Selected Processes Decomposed functional model (Level 2) Business Requirements OUTPUTS Process Context Process Model (as-is) Process Details KPIs Function model (L5) Simulation Models 2010 Oracle Corporation Oracle Confidential Composer Modeling Spaces Fact based Discovery (BAM, BI) BPA Analyze current apps/service use

29 Collaborative Process Building Modeling Spaces Social BPM Process improvement through collaboration Tasks track issues and tasks Documents related to the model, e.g., requirements Process Catalog Catalog view of process repository Process Composer launch point for working on a project 2010 Oracle Corporation Oracle Confidential 29 d

30 Web-based Process Composer

31 #3. BPM Phase: Refinement Process Model Refinement C A C R S INPUTS Process Context Process model (as-is) Process detail Simulation model Runtime performance data OUTPUTS Process Context Process Model (to-be) KPIs Function model (L5) Composer Studio Analyst view Service Discovery/Identification 2010 Oracle Corporation Oracle Confidential

32 Ease-of-use Powered by BPMN 2.0 Seamless Business IT Collaboration Analyst Tools Process Execution Engines Developer Tools Progressive Refinement Analysts model at their level of abstraction Developers refine the model with implementation details Different perspectives are maintained No loss in translation What you model is what you execute Model portability Well defined persistence format Levels of conformance

33 Oracle BPM Studio Comprehensive & Unified Modeling BPM Studio Developer Role Analyst Role BAM Dashboards Rules Editor Forms Editor BPMN Editor, Org charts, Simulation, Business Indicators Security Policies Task Editor Events Adapters Editor BPM Projects Metadata Repository (MDS)

34 #4. BPM Phase: Technical A&D Feasibility Analysis & Process Design I AR I R C C INPUTS Process Model (to-be) OUTPUTS Technical design Composite Application Design Process Design User Interface Design Gap analysis Feasibility analysis Requirements specs Enterprise repository BPM Studio (Developer) Service/application portfolio Reuse Service contract & interface definitions support feasibility and gap analysis 2010 Oracle Corporation Oracle Confidential

35 Business Catalog Shared artifacts promote collaborative process development. BPM Project Customer Customer Notify User Download Video Create and Submit Order Process Payment Copy to Org Chart BPMN Processes Simulations User Interfaces Business Indicators Business Catalog Data Types Events Rules Exceptions Human Tasks (Adapters, External, BPEL, Mediator) Business Catalog holds process related artifacts. Provides building blocks for implementing processes. Promotes sharing and reuse. Facilitates collaboration between Business and IT.

36 #5. BPM Phase: Composition Business Process Application Composition I A R R INPUTS technical design Service interfaces Studio (SCA, data transformation, etc.) OUTPUTS Executable process model SOA Interface standards enable assembly 2010 Oracle Corporation Oracle Confidential

37 Oracle BPM Studio: Detailed Modeling BPMN 2.0 BPM Project Artifacts Process Documentation Data Objects

38 Oracle BPM Studio: Human Task Service Business & IT share the same model Enrich model by linking process step to implementation artifacts. Add Implementation Reference Browse for an Implementation artifact in Catalog Delete Implementation Reference Zero-code development IT friendly as well

39 Oracle BPM Studio: Data Mapping Data Object Browser Human Workflow Pattern Drag & drop Data Objects to set the input and output arguments. Oracle Confidential Do Not Distribute

40 Task Configuration Technical Analysis Import External Interfaces Define Transactional Boundaries Import / Configure Data Sources & Models Configure Timeouts Business Process Model Detail Capture Security Analysis T Configure Message Mapping, Xform, Validation Configure Alerts & Notifications Logical Data Models Technical Component Wiring Configure KPI Instrumentation No Service Interfaces Exception Handling Configuration Configure Process Security Yes Integration Testing Req/Resp Schemas Configure User / Role Assignments UI / Worklist Configuration Configuration Complete? 2010 Oracle Corporation Proprietary and Confidential BPM Method

41 Oracle BPM Studio: SCA

42 #6. BPM Phase: Testing Composite Business Application Testing I A R R R INPUTS Composite business process application Test plan Business requirements BPM Studio Oracle Enterprise Manager OUTPUTS Test results Remediation recommendations SOA stubs Manages endpoints 2010 Oracle Corporation Oracle Confidential

43 #7. BPM Phase: Deployment Deployment Planning I R A R R I C C C C INPUTS Executable components Business requirements (SLA's etc.) OUTPUTS Deployment package Operational procedures End user documentation and training Studio Composer WLST Ant SOA packaging Common MDS 2010 Oracle Corporation Oracle Confidential

44 #8. BPM Phase: Approval User Acceptance and Performance Testing I R C I A R INPUTS Requirements Business Performance UAT environment OUTPUTS Sign-off document Issue list Service descriptions support issues analysis 2010 Oracle Corporation Oracle Confidential

45 #9. BPM Phase: Commissioning Production Deployment I I S S S RA INPUTS Deployment package Operational procedures OUTPUTS Running system Production system Configuration management system Deployment packaging Runtime endpoint management Runtime discovery 2010 Oracle Corporation Oracle Confidential

46 #10. BPM Phase: Monitoring Monitoring and Analysis (inc. OA&M) I R C A INPUTS Performance expectations Exception handling procedures OUTPUTS Process analytics BPM Workspace BPM Process Spaces BAM EM/WSM Dashboard Mashups SLA s 2010 Oracle Corporation Oracle Confidential

47 E2.0 Style Accounting Process Dashboard (ex.) Process Tasks in Context Rich, Unified User Experience Enterprise Application Integration Business Process Integration Embedded Analytics Contextual E2.0 Accounting & Financial Mgmt Info 2010 Oracle Corporation Oracle Confidential 47 p

48 Business Process Engineering Lifecycle Governance Touch Points Review and retire processes as needed, with advance notification Monitor and manage SLAs, Quality of Service and Security Operational Publish into Production Registry Approved Commissioning Capture deployed assets/endpoints into portfolio Analyze current service use Consult service portfolio Monitored Monitoring Approve and Register production processes in portfolio Approval Deployed Selection Definition Post Quality of Service scorecard (closed loop) Identified Defined Specify services Refinement to be reused Iterative BPM Project Engineering Lifecycle Apply runtime policy for Security and SLAs Consult Business Motivation Maps to Support Business Process Selection Approve funding for new requests, and prescribe assets to projects Make new service/version Refined requests Project Definition Optionally apply design time policy Produce new service/versions or retire; notify subscribers of changes Technical Optionally apply security Analysis & Design policy, and standard Software / Capture new or versioned DesignedService terms of use services into portfolio Engineering Approve and promote composite to test Testing Deployment Tested Approve test results; promote composite to production or staging Composition Composed Capture new test endpoints Reuse assets in new BPM compositions Publish new service endpoints to test registry 2010 Oracle Corporation Proprietary and Confidential BPM Method Capture process composite into portfolio

49 2010 Oracle Corporation Proprietary and Confidential BPM Method