Get Started on SOA. Process Entry Point Business Process Management (BPM) Business Problem

Transcription

1 Get Started on SOA Process Entry Point Business Process Management (BPM) Business Problem Our car loan business has grown. Now we need to make our loan processing more effective. can help you solve this problem. Let s see how Service Oriented Finance CO BM 03 - BPM v1.4.ppt 2

2 Current Process for New Car Loans Credit Clerk Customer Risk Assessor Broker or Direct Sales Customer Service Complete and submit application Financial specialist Get credit score Loan administrator Decide whether to approve application Notify customer of decision Enter into Customer Management System (CCS) Enter into Financial Management system (SAP) Current process isn t ready for increased amount of business: Manual process won t scale Manual data entry results in errors Multiple manual steps makes it difficult to determine status Don t know where an individual request is Don t know how smoothly system is working 03 - BPM v1.4.ppt 3 Steps to mplement New Process With SOA 1. Model the solution Business analyst models proposed New Car Loan solution. Model shows what new process needs to do to achieve business objectives. 2. Develop the solution ntegration Developer develops New Car Loan application using service components Application defines how new process will accomplish business objectives. 3. Deploy the solution for execution Deploy to Process Server as J2EE Enterprise Archive File (EAR) Execute on server that is reliable, scalable, secure, and based on open standards 4. Monitor the deployed solution Business analyst describes what KPs are needed ntegration Developer defines how KPs will be collected Runtime server captures metrics, provides dashboards for business analyst 03 - BPM v1.4.ppt 4

3 Model the New Process How can a Business Analyst define required solution for development? Solution: Business Modeler Graphically design the processes Clearly define and document business requirements Can include both human and automated steps Model the things that affect performance Tasks, costs, times, resources Simulate and analyze the process Assess Return on nvestment (RO) 03 - BPM v1.4.ppt 5 DEMO: Model the Process with Business Modeler Model the New Car Loan solution Associate resources with tasks Assign roles to human tasks 03 - BPM v1.4.ppt 6

4 BM Beats Microsoft in SOA Modeling Business Modeler Diagramming tool Associate resources with tasks Assign roles to human tasks Business process simulation with associated reports Microsoft Visio Diagramming tool No resource modeling No human tasks or roles No business process simulation 03 - BPM v1.4.ppt 7 Steps to mplement New Process With SOA 1. Model the solution Business analyst models proposed New Car Loan solution. Model shows what new process needs to do to achieve business objectives. 2. Develop the solution ntegration Developer develops New Car Loan application using service components Application defines how new process will accomplish business objectives. 3. Deploy the solution for execution Deploy to Process Server as J2EE Enterprise Archive File (EAR) Execute on server that is reliable, scalable, secure, and based on open standards 4. Monitor the deployed solution Business analyst describes what KPs are needed ntegration Developer defines how how KPs will be collected Runtime server captures metrics, provides dashboards for business analyst 03 - BPM v1.4.ppt 8

5 ntegration Developer Uses a Component Approach to Development CCS component CCS Customer Management connects to CCS MS component connects to MS MS Billing System Flow component process logic These components are called Service Components Web Service component connects to web services Component via adapters connects to legacy systems via adapters Credit Check Web Service SAP Financial Management 03 - BPM v1.4.ppt 9 What is a Service Component? A technology-neutral way of defining a service No specification of technology that implements the service. nterface Specifies how to invoke Available operations Data structure Service Component References Calls to services One reference for each service in flow Advantages Provides flexibility and reuse Standard interfaces make substitution easy Easy to map data names and formats Easy to use BM adapters Standardized service components enable more intelligent tools Better developer productivity 03 - BPM v1.4.ppt 10

6 Sub-Steps in Developing the Car Loan Solution Build the flow component Export process model from modeler, import to development tool Enrich model by attaching potential owners of human tasks via LDAP directory services that will execute the automated steps Build or import the other service components to access back-end systems mport references to pre-existing services Build new components using adapters to access back-end systems Assemble and deploy the solution Create J2EE Enterprise Archive (EAR) file Deploy to Web Sphere Application Server for execution 03 - BPM v1.4.ppt 11 ntegration Developer Creates The Flow Component From the Business Model Business Analyst Modeler ntegration Developer BPEL process model ntegration Developer Run-time Platform 03 - BPM v1.4.ppt 12

7 Business Process Execution Language (BPEL) A specification for business process description and execution nvented by a core set of companies led by BM and Microsoft Now progressing towards standard through OASS (Organization for the Advancement of Structured nformation Standards) ntegration Developer imports BPEL from Modeler Process Server executes BPEL natively at run time 03 - BPM v1.4.ppt 13 DEMO: Create New Flow Component Using ntegration Developer Export model from Modeler as BPEL mport model into WD Assign potential owners of human tasks (match roles to LDAP directory) Assign user interface to human tasks (designate JSP files) Configure process behavior 03 - BPM v1.4.ppt 14

8 Sub-Steps in Developing the Car Loan Solution Build the flow component Export process model from modeler, import to development tool Enrich model by attaching potential owners of human tasks via LDAP directory services that will execute the automated steps Build or import the other service components to access back-end systems mport references to pre-existing services Build new components using adapters to access back-end systems Assemble and deploy the solution Create J2EE Enterprise Archive (EAR) file Deploy to Web Sphere Application Server for execution 03 - BPM v1.4.ppt 15 Back-end Service Components Use BM Adapters to Connect to the Legacy Systems Adapter Category Application Ariba Buyer i2 JD Edwards EnterpriseOne Oracle E-Business Suite PeopleSoft Enterprise BM Adapters SAP Exchange nfrastructure SAP Software Siebel ebusiness Applications SunGard FRONT ARENA Technology Complex Data ED Enterprise Java Bean DTS Exchange Flat Files FTP Lotus Domino HTTP i-series JDBC JMS TCP/P Web Services MQ Message Broker XML Mainframe CCS Transaction Gateway Adapter development kit available for developing custom adapters 03 - BPM v1.4.ppt 16

9 What Do The Back-end Service Components Provide? A consistent framework for access to back-end systems and technologies Translates an abstracted interface into target-specific protocols, APs, and data formats Abstracted interface encapsulates business functions and events in the form of business objects Consistent configuration, deployment, and administration Based on J2EE JMS and JCA specifications Enables development tools to automatically generate code that would otherwise be manual with third party adapters 03 - BPM v1.4.ppt 17 Back-end Service Components nsulate Business Process from Application Data Formats New Car Loan Process Generic Business Object customer id name address tems itemd description unitprice qty SAP Financial Management to SAP Data Maps from SAP Application Specific Business Object SapBapiSalesorderCreatefromdata SapSoldToParty fname lname pi_address SapOrdertemsn SAP Financial Management New Car Loan process uses a neutral Generic Business Object schema to represent its data structure, independent of SAP and other applications SAP R/3 has its own Application Specific Business Object schema for its business objects The SAP Financial Management service component uses maps to transform data between the two formats BPM v1.4.ppt 18

10 ntegration Developer Provides Wizards to Create the Back-end Service Components Wizards discover and generate necessary artifacts Business objects (schemas) Transformation maps for mapping application schema to generic schema No coding required CCS component connects to CCS MS component connects to MS Web Service component connects to web services Component via adapters connects to legacy systems via adapters CCS Customer Management MS Billing System Credit Check Web Service SAP Financial Management 03 - BPM v1.4.ppt 19 Services Can Be mported for Reuse Can import web service definitions via WSDL from UDD For even more value, service definitions can be imported from Service Registry and Repository (WSRR) Service Registry and Repository Publish Find Enrich Manage Govern Provides rich meta-data for searches To ensure that most appropriate service is used Authority to use service can be validated To ensure that client is authorized user of service Client can register as consumer of service To enable notifications when service changes 03 - BPM v1.4.ppt 20

11 A Benefit of BM s SOA Development Faster Time to Solution Total Build, Test and Deploy Time (hh:mm) 6:25 BM Middleware Process Server 1:06 (2:06) (3:34) (5:08) SAP R/3 13:26 2.1x longer! SAP NetWeaver Process ntegration 1:26 (2:59) (1:38) (4:51) Oracle Financials 16:00 2.5x longer! Oracle Fusion BPEL Process Manager 3:17 (2:07) (2:14) (1:30) (3:34) CCS 10:21 1.6x longer! Microsoft BizTalk :42 (5:28) (2:32) Source: nternal BM Productivity Comparison Study 03 - BPM v1.4.ppt 21 Sub-Steps in Developing the Car Loan Solution Build the flow component Export process model from modeler, import to development tool Enrich model by attaching potential owners of human tasks via LDAP directory services that will execute the automated steps Build or import the other service components to access back-end systems mport references to pre-existing services Build new components using adapters to access back-end systems Assemble and deploy the solution Create J2EE Enterprise Archive (EAR) file Deploy to Web Sphere Application Server for execution 03 - BPM v1.4.ppt 22

12 Developer Performs SOA Programming by Wiring Connections to Back-end Service Components Back-end service components have defined interfaces Flow component has abstract references for services it needs New Car Loan Process CCS Customer Management MS Billing System Web Service Credit Check Flow component During a final assembly step, references are bound to interfaces SAP Financial Management 03 - BPM v1.4.ppt 23 Result: Components Provide Flexibility to Easily Replace and Re-use Services Example: Outsource Financial Management Outsource Web Service New Car Loan Process SAP Financial Management 1. Bind new reference to interface New service component has same interface as existing component 2. Re-assemble and re-deploy Application now calls new service, without any changes to business logic 03 - BPM v1.4.ppt 24

13 BM Beats Microsoft in SOA Development ntegration Developer Service Component Architecture increases programmer productivity Comprehensive portfolio of adapters based on standards Human workflow code automatically generated Built-in test server, Built-in unit test client Built-in interactive process debugger Microsoft BizTalk with Visual Studio No component model for service access Adapters based on proprietary architecture Human workflow requires much handwritten code No built-in test server; must deploy to separate server No unit test environment; must write test code No interactive debugger; can merely view execution steps 03 - BPM v1.4.ppt 25 Steps to mplement New Process With SOA 1. Model the solution Business analyst models proposed New Car Loan solution. Model shows what new process needs to do to achieve business objectives. 2. Develop the solution ntegration Developer develops New Car Loan application using service components Application defines how new process will accomplish business objectives. 3. Deploy the solution for execution Deploy to Process Server as J2EE Enterprise Archive File (EAR) Execute on server that is reliable, scalable, secure, and based on open standards 4. Monitor the deployed solution Business analyst describes what KPs are needed ntegration Developer defines how how KPs will be collected Runtime server captures metrics, provides dashboards for business analyst 03 - BPM v1.4.ppt 26

14 is BM s Application Server Platform Supports J2EE, web services, and BPEL flows on a unified code base BPEL flows Straight through process Human workflow Business logic EJBs Web services SOAP/HTTP Web applications for browsers JSPs and servlets High quality of service Process Server Clustering and failover capabilities Single point of administration Application Server Platform Business Process Container BPEL Flows EJB Container EJB s Web Containers JSP HTTP Server Enterprise Service Bus Servlets Web Services Engine 03 - BPM v1.4.ppt 27 ntegration Developer Creates Application Module to be Deployed Business Analyst Modeler ntegration Developer BPEL process model ntegration Developer Run-time Platform J2EE Enterprise Archive (EAR) Process Server 03 - BPM v1.4.ppt 28

15 DEMO: Run the New Car Loan Process Web-based J2EE administration for deployment Submit new loan applications Process-level monitoring 03 - BPM v1.4.ppt 29 BM Beats Microsoft in SOA Execution Process Server Solutions can be deployed in place without affecting running instances (hot-deploy) Process server runtime integrated with application server J2EE and BPEL standards Human workflow support built-in Server runs on wide range of hardware and operating systems Microsoft BizTalk Solutions cannot be deployed in place without affecting running instances; must stop server Process server runtime separate from application server Process Server based on proprietary architecture Very limited human workflow support Server only runs on Windows 03 - BPM v1.4.ppt 30

16 Steps to mplement New Process With SOA 1. Model the solution Business analyst models proposed New Car Loan solution. Model shows what new process needs to do to achieve business objectives. 2. Develop the solution ntegration Developer develops New Car Loan application using service components Application defines how new process will accomplish business objectives. 3. Deploy the solution for execution Deploy to Process Server as J2EE Enterprise Archive File (EAR) Execute on server that is reliable, scalable, secure, and based on open standards 4. Monitor the deployed solution Business analyst describes what KPs are needed ntegration Developer defines how how KPs will be collected Runtime server captures metrics, provides dashboards for business analyst 03 - BPM v1.4.ppt 31 But first let s take a break 03 - BPM v1.4.ppt 32

17 Steps to mplement New Process With SOA 1. Model the solution Business analyst models proposed New Car Loan solution. Model shows what new process needs to do to achieve business objectives. 2. Develop the solution ntegration Developer develops New Car Loan application using service components Application defines how new process will accomplish business objectives. 3. Deploy the solution for execution Deploy to Process Server as J2EE Enterprise Archive File (EAR) Execute on server that is reliable, scalable, secure, and based on open standards 4. Monitor the deployed solution Business analyst describes what KPs are needed ntegration Developer defines how how KPs will be collected Runtime server captures metrics, provides dashboards for business analyst 03 - BPM v1.4.ppt 33 Business Performance How do know how well the business solution is performing? s it meeting the business objectives? provides business monitoring Service Oriented Finance Business Process Manger BM 03 - BPM v1.4.ppt 34

18 How Do You Know f The New Process Meets The Business Objectives? Solution: Business Modeler Model already contains the things that affect performance Tasks, costs, times, resources Enrich model with the things that measure performance Key Performance ndicators (KPs) Could be financial measurements (e.g., average loan amount, broker commission) Or could be non-financial measurements (e.g., number of loans, average time to process) Define levels to collect KPs (e.g., by region, by month) Define what business alerts are needed (e.g., high value loans) 03 - BPM v1.4.ppt 35 DEMO: Define KPs with Business Modeler Key Performance ndicator (KP) definitions What should be measured What levels of information are needed What alerts should be generated 03 - BPM v1.4.ppt 36

19 ntegration Developer Maps Process Model Events to Monitor Model Metrics Business Analyst Modeler ntegration Developer BPEL process model Monitor model ntegration Developer Run-time Platform J2EE Enterprise Archive (EAR) Process Server 03 - BPM v1.4.ppt 37 ntegration Developer Finalizes Monitor Model The business analyst has already defined the following: What KPs are needed What levels of information are needed What business situations are critical The integration developer adds the following, based on the process flow: What events in the business process create the appropriate information What actions need to be triggered based on those events Data capture Alert 03 - BPM v1.4.ppt 38

20 DEMO: Finalize the Monitor Model mport events from process model mport KPs from monitor model Connect process events to KPs Etc BPM v1.4.ppt 39 Monitor Model Deployed as J2EE EAR Business Analyst Modeler ntegration Developer BPEL process model Monitor model ntegration Developer Run-time Platform J2EE Enterprise Archive (EAR) Process Server Monitor Server J2EE Enterprise Archive (EAR) 03 - BPM v1.4.ppt 40

21 Business Monitoring With Business Monitor Create role-based dashboards Display KPs in a variety of meaningful formats Business Monitor Detect business situations and take action Display alerts and send notifications nvoke automated responses Monitor the business performance of active or historical processes Populate a business performance warehouse Analyze business metrics, leveraging BM Data Warehousing and Business ntelligence capabilities 03 - BPM v1.4.ppt 41 DEMO: Monitor the New Car Loan Process Key Performance ndicators Multi-dimensional data analysis 03 - BPM v1.4.ppt 42

22 BM Beats Microsoft in SOA Monitoring Process Server Process monitoring integrated with business monitoring Dashboards can be easily constructed with a wide range of display options Advanced analytic capabilities with dynamic multi-dimensional presentation Microsoft BizTalk Process monitoring separate from business monitoring Dashboards must be developed as custom applications Output limited to Excel pivot tables and SharePoint portals 03 - BPM v1.4.ppt 43 Review of BM Solution Business Modeler Associate resources with tasks Assign roles to human tasks Business process simulation with associated reports ntegration Developer Service Component Architecture Comprehensive portfolio of adapters based on standards Human workflow code automatically generated Built-in test server, test client, and interactive debugger Process Server Solutions can be redeployed Process server runtime integrated with application server J2EE and BPEL standards Server runs on wide range of hardware and operating systems Business Monitor Process monitoring integrated with business monitoring Dashboards can be easily constructed Advanced analytic capabilities Process Server CCS Customer Management MS Billing System SAP Financial Management 03 - BPM v1.4.ppt 44

23 Review of Microsoft Solution Modeling No resource modeling No human tasks or roles No business process simulation Development No component model for service access Adapters based on proprietary architecture Human workflow requires much handwritten code Limited testing and debugging support Execution Solutions cannot be redeployed in place Process server runtime separate from application server Process Server based on proprietary architecture Server only runs on Windows Monitoring Process monitoring separate from business monitoring Dashboards must be developed as custom applications Output limited to Excel pivot tables and SharePoint portals 03 - BPM v1.4.ppt BPM v1.4.ppt 46