Integrated UX for a Federal Budget Formulation Application Using IBM BPM

Integrated UX for a Federal Budget Formulation Application Using IBM BPM IBM Interconnect 2017 Conference Session ID: HBB-6093 Speakers: Charles Ferney (Federal Government), Jamel Johnson (Deloitte Consulting LLP), Camron Workman (Deloitte Consulting LLP)

Business Imperative People Process Technology Connecting people, processes, and technology, creating a solution that provides business organizations with the tools and confidence to prioritize and make specific financial and resource decisions. Unlocks data and enables strategic decision making Removes stove-piped data repositories standing in the way of responding to decision maker questions Provides an integrated PPBE platform that combines: Enterprise-wide availability Business process knowledge Data fidelity and transparency Advanced reporting Integrates a technology bundle that expands access to budget and requirements planning data, empowers users to: Interact freely with financial data Provide timely reporting Transforms and connects processes of planning, budgeting, and performance measurement Supports a repeatable and interrelated set of processes that can provide a holistic approach to informed decision-making Copyright 2017 Deloitte Development LLC. All rights reserved. IBM InterConnect 2017 Conference 2

Portfolio Management: Issue to Impact Solution provides an integrated approach for the Federal Planning, Programming, Budgeting, Execution, and Assessment process Strategy Alignment Issue: No centralized means to capture organizational and unit-level strategic goals or priorities or see how they relate to each other or support / align with direction from parent organizations Impact: Centralized repository for capturing strategies and linking them to each other. Dynamic dashboards to visualize strategy linkages. Provides foundation to link budgeted resources to strategic goals and aggregate data, greatly improving organization s ability to provide timely and consistent responses to management, and other external overseers Copyright 2017 Deloitte Development LLC. All rights reserved. IBM InterConnect 2017 Conference 3

Portfolio Management: Issue to Impact Solution provides an integrated approach for the Federal Planning, Programming, Budgeting, Execution, and Assessment process Budget Management Issue: Disparate, aging legacy systems used to manage the organization s budget structure Impact: Modernized single-solution for managing budget structure hierarchy under the PM umbrella. Sets stage for consolidating / streamlining systems used for creating the organization s budget submission to governing body and will lead to eventual decommissioning of numerous aging legacy systems, reducing costs and providing singlesource, data-driven reporting capabilities Copyright 2017 Deloitte Development LLC. All rights reserved. IBM InterConnect 2017 Conference 4

PM Solution Tool Suite Five IBM COTS products will replace and/or integrate with existing systems and provide additional functionality and capabilities while ensuring interoperability and avoiding redundancy IBM COTS Products Version # Description IBM Cognos TM1 V10.2.2 *IBM Cognos TM1 integrates business planning, performance measurement, score carding, and multiple sources of data. It provides visibility into data, accountability within a collaborative process, and a consistent view of information. Provides budget planning, forecasting, predictive modeling (what if analysis). IBM Cognos Business Intelligence (BI) IBM Cognos Disclose Management (CDM) V10.2.1 V10.2.3 *Cognos BI is an integrated business intelligence suite that provides a wide range of functionality to help analyze and understand complex data and to conduct analytics. The product is used to create and view business reports, analyze data, and monitor events and metrics to make effective business decisions. *CDM provides a unified reporting platform to support internal and external reporting and a secure, collaborative, scalable reporting solution. Enables users to merge enterprise data with focused narrative analysis in a controlled, auditable environment. Narrative integration, metadata tagging, XBRL, and workflow capabilities provided. IBM Business Process Manager Advanced (BPM) V8.5.6 Rational CPLEX V12.6 *BPM Advanced is a comprehensive business process management platform providing the means to model/design, simulate, execute, orchestrate, and monitor business processes (structured and un-structured). *CPLEX the means to model business issues mathematically and solves them with the optimizer's powerful algorithms to produce precise and logical decisions and use of Statistical analysis tools and modeling solutions. *Source: www.ibm.com Copyright 2017 Deloitte Development LLC. All rights reserved. IBM InterConnect 2017 Conference 5

Solving the User Experience Problem User Experience Guidelines - Need consistent user experience across multiple tools (as much as is possible) - Provide context guidance to the user based on the business action and not the tool being used - Need one place to go for all activities within Corporate Portfolio Management - Want an Easy to Use solution that follows compliance regulations Development Guidelines - Use as much out-of-the-box capabilities provided by COTS products with minimal custom development - Perform tool upgrades with minimal configuration/code changes - Be portable the solution needs to be able to be moved from development environment to production environment with minimal updates/changes - Allow for data integration within the solution and also to other non- IBM tools that will provide inputs and consume the outputs Copyright 2017 Deloitte Development LLC. All rights reserved. IBM InterConnect 2017 Conference 7

Landing Page A single, consistent look-and-feel for all activates within the solution, including; IBM Business Process Manager, IBM Cognos BI, IBM TM1, and organization specific pages Cognos Reports, BPM Followed Processes, Classic BPM, BPM Rolebased Task List, BPM @Mentions User Profile, Custom Training, Help Materials, Help Ticket Creation IBM BPM Processes IBM Cognos Reports Copyright 2017 Deloitte Development LLC. All rights reserved. IBM InterConnect 2017 Conference 8

The Architecture IBM BPM Landing Page/Dashboard Future Integrations IBM Integration Designer AIS HTML JavaScript IBM BPM IBM Cognos BI IBM Cognos TM1 IBM CDM XML CLOB IBM Integration Designer AIS & Direct SQL Queries Cognos BI Metadata Layer Stored Procedures DB Views & Star Schema Copyright 2017 Deloitte Development LLC. All rights reserved. IBM InterConnect 2017 Conference 9

IBM BPM Landing Page Technical Discussion Uses custom portal, built entirely within IBM s Business Process Manager Uses iframes for the main menu bar and the specific tool being used Uses API calls to create BPM tasks lists, launch-able processes, and page content for the user Retrieves Report URLs from database (via AIS) to create launch-able menu options Copyright 2017 Deloitte Development LLC. All rights reserved. IBM InterConnect 2017 Conference 10

IBM BPM Processes Users can execute IBM BPM processes launched from the Landing Page Parent iframe for all Pages Bootstrap Guided Tour Standard Process Portal Common CSS Elements Copyright 2017 Deloitte Development LLC. All rights reserved. IBM InterConnect 2017 Conference 11

IBM Cognos BI Active Reports Users can launch reports from the landing page that open IBM Cognos BI in an iframe; common elements exist across all reports and across all pages within the solution Parent iframe for all Pages Consistent Filter Placement Common CSS Elements Copyright 2017 Deloitte Development LLC. All rights reserved. IBM InterConnect 2017 Conference 12

IBM Cognos BI Active Reports Using Cognos BI within BPM iframe launches from menus and displays as one user experience Points of Interest 1. IBM Cognos Active report set to refresh every 10 minutes Allows for better performance when dealing with large data sets, and for exploring the dataset without waiting on report loading Allows use within an iframe, Active live report will exit iframe 2. Configuration for an Out-of-the-box Report Template No out-of-the-box hierarchical report template, heavily configured an existing template and our data structures Shows differentiation between Supporting and Directing Hierarchies, which changes depending on the current node; dynamic node color was a solution Layers decks where buttons change which card of data is displayed, and creates an exploratory experience 3. Common CSS elements (button colors, fonts, menu placements), via use of a common Components Report Copyright 2017 Deloitte Development LLC. All rights reserved. IBM InterConnect 2017 Conference 13

Integration from Reports to Process Forms Using RESTful API calls we are able to launch a new business process specific to the form and change event, as well as prepopulate the form How? BI action icons reference a URL to an html page within BPM server. The URL contains the parameters that will be sent to the BPM process. This will trigger a JavaScript process that does the following: The URL is parsed and reconstructed to BPM RESTful API syntax The rest api call is sent as an ajax post, to launch the BPM Process The returned variable is the new BPM Task Id, and redirects to the BPM URL, with the created task and the parameters from Cognos BI populated in the BPM form Example URL (contained in Report icon): https://<server>:port/processportal/dashboards/dash/dashboard?cpm=manage Process&params={"passedValue1": SomeData1", "passedvalue2": SomeData2", "passedvalue3": SomeData3 }x-method-override=post Copyright 2017 Deloitte Development LLC. All rights reserved. IBM InterConnect 2017 Conference 14

Integration from Process Forms to Reports Dynamic Link to IBM Cognos from IBM BPM Coach based on user selection Points of Interest 1. Stores base URL info in the database Contains environment specific information as well as the base for a Cognos URL 2. Gets inputs via BPM human service Stores IDs for specific reports in BPM Business Objects URL 3. Creates service to query the database Creates URL by concatenating the result of the query with the IDs gathered from the BPM Coach 4. Creates a coach view to house link A single custom HTML control that is bound to a string 5. Implements link coach view Runs service to generate URL string and store in a variable Places link coach view on the coach and binds to that variable Copyright 2017 Deloitte Development LLC. All rights reserved. IBM InterConnect 2017 Conference 15

Storing and Retrieving Data (IBM Integration Designer) In order to allow maximum collaboration and interoperability across many tools within the organization, a database houses the solution data IBM Integration Designer 1. Advanced Integration Services (AIS) used within BPM to save and read from the database 2. IBM Integration Designer used to integrate to tools external to solution (authentication, process inputs, publishing) 3. AISs created range from simple to very complicated depending on the business need; examples: Populating a form s drop-down values from a table in the database Managing hierarchical structures with n-depth levels, and varying attribution at each level Utilizing matrix display for linking objects - Requires complicated code to handle multiple recursive functions - Dynamic rule sets based on hierarchy depth and current elements Copyright 2017 Deloitte Development LLC. All rights reserved. IBM InterConnect 2017 Conference 16

In Conclusion User Experience Guidelines Consistent user experience across multiple tools (as much as is possible) Context guidance to the user based on the business action and not the tool being used Single place to go for all activities within Corporate Portfolio Management Easy to use, follow compliance regulations Development Guidelines Utilize as much out-of-the-box capabilities provided by COTS products with minimal custom development Perform tool upgrades with minimal configuration/code changes Allow the solution to be moved from development environment to production environment with minimal updates/changes Allow for integrations within the solution and also to other non-ibm tools to provide inputs and consume the outputs Copyright 2017 Deloitte Development LLC. All rights reserved. IBM InterConnect 2017 Conference 17

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