Oracle Business Process Management

Oracle Business Process Management
Oracle Business Process Management
Matthew Schumpert
Oracle Platform Technology Solutions
1
The following is intended to outline our general
product direction. It is intended for information
purposes only, and may not be incorporated into any
contract. It is not a commitment to deliver any
material, code, or functionality, and should not be
relied upon in making purchasing decisions.
The development, release, and timing of any
features or functionality described for Oracle’s
products remains at the sole discretion of Oracle.
2
Business Process Management (BPM)
Software and strategy for
modeling, automating, managing and optimizing
business processes across
organizational divisions, systems and applications
Strategy
Goals
Policies
Compliance
Process
People
Systems
Information
3
Product Strategy
Business Process Management
• Offer Complete & Integrated Business Process
Management Platform
• For System-centric, Human-centric, Document-centric, and
Decision-centric Business Processes in a single runtime
• For Business Owners & Developers to Collaborate
• To Define Processes across Systems & Lines of Business
• To improve Business Process Efficiency
• By Monitoring; Analyzing; Simulating; & Optimizing Processes
4
Business Process Management
Business Process
Analyst Developer
Process modeling, simulation
and documentation
Process development
and systems integration
Process
execution and
management
Business
Owner
Business dashboards and
historical & trend analysis tools
Enterprise
applications
and
databases
Business User
Interaction
Process
Participants
5
BPM Value Proposition
Efficiency
Results
Metrics
Deliver more – better,
faster and cheaper than
your current alternative
Visibility
Agility
Consistently knowing the
current status and outcome
of your processes
Ability to adapt quickly to
changing business
conditions
Utilization, capacity
Ease of access to data
Throughput, speed
Freshness of data
Quality, yield, exceptions
Accuracy of data
Reduced Cost
Managed, lower risk
New revenue growth
Improved productivity/ROI
Compliance
Market share growth
Effective resource
utilization
Financial accountability
Increased competitiveness
Lower capital reserves
Thought leadership
Better quality of service
Speed to create & change
processes
Time to market
Better visibility
6
Market Risk Management Process
Management and validation of
appropriate business rules for Risk
Management occurs automatically
as it flows throughout the process
Automatically
Receives over 300
feeds
Underlying systems
the process is
interfacing with:
•Oracle 11i
•External systems
Manually
start
process if
desired
A instance
of the
process is
started at a
set time
each day
View status reports
and real-time
status
Inter-process
communication
Automated
escalation
Archive
The status is
communicated to the
external systems
through-out the entire
process
7
BPM Customers
8
Product Components
9
Oracle BPM Product Portfolio
• Business user friendly
• Collaborative
• Agile
Human and System
Centric BPM with SOA
• BPMN & BPEL
Oracle
BPM Suite
• SOA architecture
• Apps integration, AIA
• High performance STP
• Round-trip with BPA
Methodology Driven
Process Modeling and
Analysis
• Process Experts
• Six Sigma, Lean
Oracle
BPA Suite
• Enterprise Modeling
• Documentation
10
Oracle BPM Solution
Components
Oracle BPM Suite (option
to WebLogic Suite)
• BPM Studio (for Business Analysts and
Developers)
• BPM Enterprise Server
• BPEL Process Manager
• Business Activity Monitoring
• Business Rules
• WebCenter (restricted to Process Portal)
+
Oracle BPA Suite
•Business Process Architect
•Business Process Publisher
•Business Process Repository
11
Oracle BPM Solution Components
Process Experts
Methodology Driven
Process Modeling and
Analysis
BPA
Six Sigma, Lean
Enterprise Modeling
Documentation
BPM
Human Centric
Business Process
Management
Business user friendly
Human centric
Collaborative
Frequent process changes
BPEL PM
System Centric
Process Management
and SOA
SOA architecture
Apps integration, AIA
BPEL
High performance STP
Round-tripping with BPA
12
Oracle BPA Suite
Business User friendly Process Modeling, Reporting and Analysis
Enterprise and Process Modeling
Aris
Aris House
House –– Processes,
Processes,
Data,
Data, Organization,
Organization,
Systems,
Systems, Products
Products and
and
Services
Services
Reports and Analyses
Value
Value Chain
Chain Diagram
Diagram
Critical
Critical Success
Success Factor
Factor Analysis
Analysis
Process
Process Evaluation
Evaluation
Business Process Publisher
Objectives
Objectives and
and Risks
Risks Model
Model
BPMN
BPMN Modeling
Modeling && Simulation
Simulation
Framework and Methodology
Add-ons
Shared
Shared Process
Process repository
repository
Report
Report generation
generation
Collaborate
Collaborate with
with LOB
LOB stakeholders
stakeholders
Most comprehensive tools for process improvement and standardization
13
Business IT Collaboration
Closed loop optimization with bi-directional synchronization
Executable Model always in sync with
IT model
Process
Repository
IT empowered to propose changes to
business flow.
14
BPM Studio
Rich business user support across process lifecycle
• Business Friendly Process Modeling
• Business & IT Collaboration in one tool
• Model process roles, org model, business calendar etc
• Simulation based on cost, resources etc
• Optimize process using data from process engine
• Design Forms and Dashboards
Business users rapidly model, execute, and change processes
15
Process Agility with Business Rules
Included rules engine as well as hot pluggable support for other rule engines
16
Business Activity Monitoring
BPM Dashboards
• Real time push based monitoring
of critical business indicators
• Monitor events from various
sources beyond BPM
• Pre-built dashboards for most
common scenarios
• Business users friendly
environment to model
dashboards
• Analyze root cause and take
corrective action
• Embed active dashboards in any
application page using ADF
Portlets
Rich dashboards created by business users and analysts
17
MS Office Integration & RSS
Process Interactions using Familiar Desktop Tools
Submit to
Business Process
RSS Feed
18
Capture, Imaging & Process Management
Automating Manual Processes
SCAN INVOICES, CLAIMS, RECEIPTS
INDEX VIA OCR TO EXTRACT DATA
WORKFLOW DRIVEN BUSINESS
PROCESS AUTOMATION
ACCESS VIA BUSINESS APPLICATIONS
STORE IN CENTRALIZED REPOSITORY
Incorporate unstructured content in business processes and LOB applications
19
ALBPM Architecture Overview
20
ALBPM Suite
• ALBPM Designer (targeted for Business
Analysts)
• Business Process Modeling
• Documentation
• Simulation
• ALBPM Studio (targeted for Developers)
•
•
•
•
ALBPM Designer Capabilities Plus
Integrated Development Environment (IDE)
Implementation for the different Business Process Activities
Embedded Runtime Environment
BPM Execution Engine, RDBMS (Cloudscape), Servlet container (Tomcat)
• ALBPM Enterprise (Run Time Engine)
•
•
•
•
Production Runtime Environment (Standalone and J2EE-based)
External RDBMS (Oracle, MS SQL Server, DB2, Sybase, Informix)
Any Servlet Container for the User Interface (JSP 1.2, Servlet 2.3 Compliant)
Web-based Administration Console
BEA Confidential. |
21
ALBPM Architecture – Logical View
ALBPM Work
Portal
Presentation
Business Process
ALBPM Admin
Console
ALBPM Engine
Engine DB
Data
ALBPM Directory DB
BEA Confidential. |
22
ALBPM Architecture
• ALBPM Enterprise provides two
Runtime Execution Engines:
• Standalone (runs on a JVM 1.4.2)
• J2EE-based (runs in J2EE container)
BEA Confidential. |
23
Controls
Architecture – Standalone
Simple Deployment Scenario
BEA Confidential. |
24
BEA Confidential. |
JDBC
...
Process Y
(EAR)
Process Z
(EAR)
Process X
(EAR)
Architecture – J2EE-based Engine
25
AquaLogic BPM Suite J2EE HA Architecture
AquaLogic
HiPer Workspace for BPM
(any Servlet Engine)
AquaLogic BPM Server
Standalone - J2EE Edition
Active
Repository
Application Server
Clustering
AquaLogic BPM
Production
Repository
Horizontal Scaling
AquaLogic BPM
Process Database
Active
DB
Passive
DB
HA Database
Posture
BEA Confidential. |
26
BPM Suite Roadmap
Primary Product Integration Milestones
11g
CY ‘09
• Platform consolidation
“100-day release- 10g”
CY ‘08
• Interoperability between
BPM and BPEL PM
Today
• Best-of-breed portfolio
• Single point of contact
• Best practices
• Customers leveraging
today
•Certified on WLS 10.3
• Features such as enhanced
BPMN support, enhanced
Office integration
• BPM Studio – unified
modeling and simulation
environment
• Native BPMN 2.0 support
• Process Portal Collaborative workspace
application built on Web
Center
• Process Dashboards –
Out of box process BAM
dashboards
Intended for information purposes and may not be incorporated into a contract
27
<Insert Picture Here>
What’s New in Oracle BPM 10g R3
The following is intended to outline our general product
direction. It is intended for information purposes only,
and may not be incorporated into any contract. It is not a
commitment to deliver any material, code, or
functionality, and should not be relied upon in making
purchasing decisions.
The development, release, and timing of any features or
functionality described for Oracle’s products remains at
the sole discretion of Oracle.
29
Agenda
•
•
•
•
Oracle BPM Product Overview
Oracle BPM 10gR3 Release Themes
Oracle BPM 10gR3 Features
Summary
<Insert Picture Here>
30
Oracle BPM Components
• Oracle BPM Studio
• Oracle BPM User Interaction
• WorkSpace, web-based UI
• Extensions for portals
• Add-ons for Microsoft Office
•
•
•
•
Oracle BPM Dashboards
Oracle BPM Rules
Oracle BPM Server
Oracle BPM Process Administrator
31
Agenda
•
•
•
•
Oracle BPM Product Overview
Oracle BPM 10gR3 Release Themes
Oracle BPM 10gR3 Features
Summary
<Insert Picture Here>
32
Release Themes
Productivity &
Ease of Use
Enhanced Architecture &
SOA Interoperability
End User
Business Analyst
IT/Ops & Developers
33
Agenda
• Oracle BPM Product Overview
• Oracle BPM 10gR3 Release Themes
• Oracle BPM 10gR3 Features
<Insert Picture Here>
• User Productivity & Ease of Use
• Enhanced Architecture & SOA Interoperability
• Summary
34
Redesigned WorkSpace
• Simplified UI for business
users
• New out of the box layout
based on usability study
• Layouts: work with
different panels or pages
showing different
widgets controlled by a
role security
• New Process Dashboard Chart panel
• Chart Panel: include dashboard widgets in WorkSpace at runtime
with the ability to send events to another panel to synchronize
changes
• List of work items can be exported in PDF and CSV files
End User
Business Analyst
IT/Ops
35
Microsoft Integration
• Microsoft Office files submit into a BPM Process by clicking on a
submit button in the Office Ribbon
• Outlook integration provides process instance information
through RSS Feeds. Provides link back to WorkSpace
• MS SharePoint integration with RSS
End User
Business Analyst
IT/Ops
36
Improved Modeling and BPA
Interoperability
• Studio BPMN Modeling
• Improved BPMN 1.1
compliant rendering
• Horizontal layouts
• Timer activity for timed
triggers
• Improved BPA Interoperability
– Import XPDL 1.0 processes from BPA Suite as a jumpstart for a process
implementation in Oracle BPM Studio
– Improved XPDL 2.0 conformance and compliance when exporting
Oracle BPM processes
– New import process auto layout increases readability
End User
Business Analyst
IT/Ops
37
WYSIWYG Editor & Design
Collaboration
• WYSIWYG drag and drop editor
for BPM presentation modeling
in Studio
• Improved Design Time
Collaboration
• Process Templates and Role
Library simplifies best practice
sharing
• Project Catalog Sharing - Common
Catalog (through project
inheritance)
End User
Business Analyst
IT/Ops
38
Business Rules
• Improved auditing information
located in the WorkSpace
instance audit trail
• Improved rules editor and
versioning for all business rules
in Process Administrator
• Improved documentation for
business rules
• New “between” operator to
enables complex rules
End User
Business Analyst
IT/Ops
39
Agenda
• Oracle BPM Product Overview
• Oracle BPM 10gR3 Release Themes
• Oracle BPM 10gR3 Features
<Insert Picture Here>
• User Productivity & Ease of Use
• Enhanced Architecture & SOA Interoperability
• Summary
40
Improved Management and Directory
Integration
• Federated Oracle BPM End-User Application
• Enables WorkSpace to connect to a federated Directory
Service deployment
• Consolidates the end user experience into a single
WorkSpace installation
• Necessary when many projects are deployed
• Configurable Hybrid LDAP Provider
• More flexible Hybrid FDI Plug-ins
• Use of this framework to consume WebCenter Interaction’s
portal organization (ALUI Directory 6.5), Novell eDirectory
and IBM Tivoli
• Mail queue size easily configured
End User
Business Analyst
IT/Ops
41
Simplified Configuration and Improved
Security
• Improved domain configuration wizard
• Simplified configuration of an Oracle BPM Enterprise
Standalone or WebLogic Server Single Node configuration
• Security Improvements
• Improved container based authentication for WebLogic Server
• Improved adherence to secure J2EE deployments securing
all Oracle BPM resources exposed through JNDI
• Customizable token based server side authentication to
improve reliability of created sessions in Oracle BPM
Enterprise Standalone
• Support for authentication with JMS Messaging
End User
Business Analyst
IT/Ops
42
Improved Debugging and Logs
• Expanded Process Level Debugger
• Studio runtime debug mode enables breakpoints defined in
the IDE to be enforced by the engine
• Combining runtime with debugging in a single IDE
perspective enables instances to flow up to a specific activity
and debug from that point forward
• Enables consistency between debugging and runtime
• Old activity level debugging will continue to co-exist
• Detailed Component Log Tracing
• Improved engine tracing can be enabled by different modules
dynamically.
• Facilitates engine traceability to troubleshoot execution
problems
End User
Business Analyst
IT/Ops
43
Improved Performance and APIs
• Performance Improvements
• Ability to configure processes to minimize number of RDBMS
transactions by the engine
• A property of each process most helpful for automated
processes
• API Improvements
• Added attachment support to PAPI-WS enabling ability to
kickoff a process and attach a Word document
• Improved PAPI-WS exception handling
• Asynchronous PAPI-WS invocation for loosely coupled
systems
End User
Business Analyst
IT/Ops
44
User Activity Stream Generation
• New BPM Studio component
enables events to be sent from a
process to the WebCenter
Interaction activity stream service
• Business Process Events as
specified are then aggregated
with other activity actions to notify
a community of recent events
End User
Business Analyst
IT/Ops
45
Expanded Component Support
• Eclipse 3.3
• Upgrade from Eclipse 3.2.2 to Eclipse 3.3.1
• Improved stability and performance when Oracle BPM plugins are deployed to this version of Eclipse
• Out of the box SCM Plug-ins for CVS and Subversion
• Support for Sybase
• Added Sybase ASE 15.0 for the Engine, Directory Service,
BAM, DataMart and Archiving Databases.
End User
Business Analyst
IT/Ops
46
Improved SOA
• Certification with ALSB 3.0
• Process Publishing - One-click registration of
processes to service bus
• Process subscription - One-click browsing and invoking
from service bus
• Support for WS-Security using Username Token
• BPM custom transport for service bus enables RMI
calls for better performance when co-deployed
• Interoperability with BPEL PM via Web services
End User
Business Analyst
IT/Ops
47
Improved WebCenter Suite Integration
• Updated Oracle BPM Support: ALUI 6.5 and ALI
Collaboration 4.5
• Improved user management via new ALUI directory
services
• Simplified WorkSpace deployment in WebLogic Portal
through WebLogic Server library module technologies
• WorkSpace portlet enhancements for usability
End User
Business Analyst
IT/Ops
48
Oracle BPM 10gR3 Integrations
Oracle Rules
Oracle BAM
Oracle BPEL PM
WebCenter Suite
Oracle BPM
Oracle BPM Studio
Oracle BPM
Enterprise Engine
Adapters
Legacy
Apps
LDAP Providers
WebLogic Server
Oracle
Apps
Oracle BPA Suite
Oracle Service Bus
Adapters
Oracle
Apps
SAP or
ISV App
Custom
App
Legacy
App
49
BPM Studio
DEMONSTRATION
50
<Insert Picture Here>
Roadmap
51
Unified Runtime Platform
Shared BPMN
Model
Worklist
Process Portal
MS Office
BAM, BI
BPA
BPEL
Customer
Notify
User
Customer
Createand
Submit Order
Download
Video
BPMN
2.0
Process
Payment
Human Task
(BPEL4People)
Copyto
Business View
BPMN 2.0,
BPEL
Process Core
Business
Rules
SCA
BPM Server
BPM Studio
(with Business and IT view)
Enterprise
Manager
Standardize on a single enterprise grade BPM platform
52
Business and IT Collaboration
Bi-directional synchronization of shared Process Models
BPA Suite
BP
MN
Ob
jec
tive
s…
MN
BP
BPM Studio / BPEL PM
rint
P
e
Blu
Process
Repository
Shared repository for process
and other business user
models
BPM Server
Operational
Metrics (for
simulation)
Continuous optimization through closed loop BPM
53
Fusion Middleware Control
Unified end to end technical monitoring
Comprehensive, Top-Down
Management
End-to-End Instance Tracking
54
BPM Composer
Web based Process Customization and Creation from Template
Design
Design and
and deploy
deploy
Create
Create new
new processes
processes
from
a
template
from a template
Process
Process model
model
•• BPMN
BPMN notation
notation for
for business
business users
users
Pre-defined
Pre-defined tasks
tasks
•• Service
Service calls
calls
•• Human
Human interaction
interaction
•• Business
Business rules
rules
•• Pre-defined
Pre-defined activities
activities
Tailor-to-fit Business Processes
55
Activity Guides
Simplify multi-step human interaction processes
• Business view of process milestones as it relates to the user interacting with the process
• Guided multi-session interactions with application. Activity Guide can be completed by one or more
users
• Enable business users to compose activity guides using predefined activities
Innovative end user navigation through processes
56
Business Rules – Decision Table
Business friendly rules metaphor with conflict and overlap checking
57
Rich Task Forms
• Automatic Form
Generation
• ADF Task flow for rich
screen flows
• Framework for activity
guides
58
MS Office Integration
Process Interactions using Familiar Desktop Tools
Drag and drop form design within Office driven by data controls
59
Key BPM Differentiators
• Integrated Business Process Management Runtime
– For System, Human, Document, and Analytic Process Styles
• Business & Information Technology Collaboration
– Using Shared Metadata Model for Round-trip Process Evolution
• Guided Human Activities with “Activity Guides”
– To Simplify Multi-Step & Multi-Part Human Interaction Processes
• Comprehensive Range of Business Process Analytics
– Process Analytics; Scenario Modeling; Simulation & Optimization
• Availability of Process Testing & Process Integrity Tools
– Facilities to test the Integrity of Distributed Business Processes
• Declarative Process Design & Customization
– Metadata & Rules-driven Customization of Processes & Data while
providing for Safe Upgrade of base Process Definitions
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