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BPM Technology View Process Presentation/Access Services

Development Event Capture Portal Process Design Process Admin Client Interface E-forms

Testing/Debugging

Process and Collaborative Services


Event Identification
Manual Workflow Automated Workflow Rules Management Process Manager Collaboration Load Balancing Business Activity Management Modeling

Legend
Version Control
BPM Trend Indicates an example of functionality connected to a BPM trend

Work Package Escalation


Routing Management

Business Rules IDE

Lifecycle Ad-hoc Flows Work Item Monitoring

BPM Trend

Event Aggregation
Data Management

Dynamic Routing

Metrics Threaded Discussions Queues Analytics

Process Creation and Management Services

Process Event Services

Event Sequencing

File Management

Dynamic Resource Assignment

Business Rules Engine

Resources Team Rooms Inter-Process Rule Sets

Correspondence Management

Simulation

Bolt-on

Time/Event/ Priority Management

Data Extraction / Validation

Rules Repository
Inter-Dept

Shared Models

Processes

SLA Management
Reporting

Bolt-on Functionality identified as a bolt-on, i.e. functionality that is typically provided by a separate, integrated solution

Resource Management

Process Middleware Services


Security Orchestration
Transaction Data

Integration Messaging Custom APIs

Taxonomy

State Management

Data Integration
Adapters

Deployment

Perimeter Security

Metadata Management

Events Extract Transform Load

Event Rule Processing

Identity Management Roles

Services

Transactions

Web Services
Applications

Taxonomy Management Work Packages Aggregation

Records Management

Adapters

Event Correlation
Repositories

Data Management Services


Management Contextual Data
Transactional Systems Content Management Data Warehouse

Application Monitoring

Real-time Event Processing

Process Data
Relational Database OLAP XML Relational DB

Information Lifecycle Management

Network Monitoring Migration

Metadata

Collaboration

Event Repository

Process Templates

Work Packages

CRM Systems

Backup

Recovery

System Monitoring

BPM Technology Glossary and Benefit Analysis Area


Process Presentation/ Access Services

Definition

Benefits

Portal Provides portal user interface services for presentation of BPM content including work lists and BAM dashboards. The BPM tool leverages the roles and/or personalization features of the portal. Process Design Provides user interface services for creating and updating process design elements, rules, and flows. Process Administration Provides user interface services for process administration, such as work process and queue performance and bottlenecks and the assignment of security or definition of users and groups. Client Interface Provides user interface services for workflow clients interacting with the BPM solution, such as process execution, monitoring, and interaction. Usually a thin client. E-forms Provides integrated e-forms services for use in process interactions requiring manual input.

Portal A single portal interface for all activities related to performing tasks. Managing and monitoring processes increases the efficiency of process workers, supervisors, and managers. Process time reductions up to 25% can be achieved. Process Design Business user-oriented graphical design tools reduce process application development time and highlight potential bottlenecks before process automation is implemented. Reduced system engineer and process application developer time is typical, especially after implementation. Client Interface Well-designed client interfaces that are accessible over the web, fit the role of the user, and can be configured to meet particular user needs increase user adoption of the solution.

Manual Workflow Provides services for the management of manual workflow, i.e. those with human interactions involved. Automated Workflow Provides services for the automation of workflows through hard-coded and dynamic process management, including dynamic resource management and data extraction and verification. Typically system-to-system interactions. Rules Management Provides services for the management of typically complex business rules that drive process flow and automated decisions within workflows. Process Manager Provides orchestration of process sub-components to an overall business process, especially those that cross departmental and organizational boundaries. Collaboration Provides services to enable groups of users to work together on tasks related to a business context. Such services include ad-hoc workflow, threaded discussions, team rooms, and shared process models. Load Balancing Provides services for work load balancing among executing tasks in the process engine. Business Activity Management (BAM) Provides services for the business activity management within the process solution. Such services include real-time process monitoring, analytics, simulation, and reporting.

Manual Workflow Automated manual workflow steps reduce overall process times and increase throughput using the same number of staff. Automated Workflow Packaged automated workflows reduce integration developer time and also reduce overall process time. Rules Management Complex business rules that can be automated and shared between functional areas not only reduce process cycle time, but also speed deployment to similar processes across business units. Process Manager Provides reduced process cycle time, increased tracking, and reduced exception handling for processes that cross departmental and organizational boundaries. Collaboration The ability for IT and business users to collaborate around process development reduces process application development and deployment time and increases the likelihood of business requirements to be fully captured in the design the first time around. shared process models. Business Activity Management (BAM) These services allow managers and supervisors to forecast bottlenecks, realign resources, and increase throughput with a mobile set of resources.

Process and Collaboration Services Process Middleware Services

Security Provides services for managing the security of process data within an organization, as well as data transmitted and received within or outside of the organization. Orchestration Provides middleware services for coordinating and tracking transactional data, web services, and inter-application processes. Integration Provides services that allow organizations to extract and re-use services to manipulate and access data for user interaction, application, and business services from the enterprise applications and data systems in the organization. At a technical level, this layer is the integration for access to functionality and data that exists within and potentially outside of the organization. Taxonomy Provides taxonomy services, such as dictionary and metadata management, controlled vocabulary, thesaurus, data mapping services, and management of the taxonomy itself. State Management Provides services for the management and inquiry of process state during process executions. Data Integration Provides services to map, access and interactive and batch ETL (extract, transform and load) data that exists within and potentially outside of the organization.

Integration Packaged integration services to key systems reduces application development time and provides an opportunity to consolidate data from multiple systems within a single process.

Data Management Services

Repositories Provides the data models, business data rules, logical/physical mapping and the services required to access process templates, OLAP data, XML data and work packages in physical data repositories. Management Provides physical storage and backup / recovery services specifically for BPM-related functions, focusing on information lifecycle management (ILM) and data management components

Repositories Providing a centralized repository for all process metric data, work packages, and process templates encourages sharing between application developers and business process owners and increases the ability to develop and implement common solution packages across business units. Process management applications can be deployed more quickly with a faster time to benefit.

Event Capture Provides services to capture events. Event Identification The root of the event system, allowing systems, applications, and people to enable events, whether by pre-determined or ad-hoc triggers. Event Aggregation Provides services to aggregate events over the course of time (could be within milliseconds or over the course of years). These services should address the problem with high efficiency (e.g. dont keep events that may occur over the course of months in memory; store them to disk). Event Sequencing Provides services to take messages that arrive out of order and re-order them as needed prior to further processing. Event Rule Processing Provides services to execute rules based on predetermined event conditions. Event Correlation Provides services to take a set of seemingly unrelated events and correlate them to help draw process-driven conclusions. Real-time Event Processing Provides services to instantly raise alerts or take action when certain flagged events occur. Event Repository Provides long-term repository services for events (logs). Development Provides the development environment for designing and developing process models, web services, and other automated processes. Often includes simple reporting, design time tips, and alerts. Testing/Debugging Provides a packaged set of services for the support of testing and debugging of process flows within the enterprise. Includes management and viewing of test logs, as well as simulated inputs, break point management, and event watch lists. Modeling Provides solutioning services for developing multiple approaches of process models to explore efficiency, do forecasting, bottlenecks and error conditions for optimizing your process design. Version Control Provides services to manage versions of process, activities, and rules. Correspondence Management Provides services to manage the generation of customer communications, usually through integration with a document composition solution. SLA Management Provides services to manage and monitor the service and operating level agreements for multiple processes for multiple clients. Resource Management Provides services to manage and monitor staffing resources within a process, usually though integration with a resource management solution. Deployment Provides services for the deployment of process flows and other flow-related items, such as users, partner definition, etc. Supports migration through environments such as development, testing, and production. Records Management Provides services to manage documents that have been declared business records through integration with a records management solution. Rollback Provides services for rolling back failed or incomplete transactions, managing the restoration of changed data and notification of affected participants in the workflow. Infrastructure Management Provides services to manage and monitor the physical infrastructure for the implemented processes. Application Monitoring Provides services to monitor application operational data. Network Monitoring Provides services to monitor network operational data. System Monitoring Provides services to monitor servers and operating systems.

Process Event Services

Event Services All of the event services support real-time monitoring of all process events supporting BAM functions and compliance functions by not only providing an audit trail of all activities, but allowing managers and supervisors to take action (i.e. alter a workflow, reallocate resources) in a proactive way.

Process Creation and Management Services

Development A comprehensive development environment with multiple tools that avoid writing custom code speed the application development process and enable greater input from the business users. Modeling Developing multiple approaches of process models to explore efficiency, do forecasting, and identify bottlenecks and error conditions allows for optimizing the process design early in the application development lifecycle. Correspondence Management Correspondence that includes key customer data from the context of the process and that can generate customized correspondence increases the ability to retain customers. SLA Management In an environment where multiple clients have different SLAs, the ability to automate the managing of those SLAs and to be alerted when issues arise is critical to maintaining customers, especially in BPO environments. Records Management For financial services organizations, the ability to manage business record content within a process is an absolute requirement. The ability to put holds on content within a process because of litigation may avoid discovery that is detrimental to the organization. Organizations are able to reduce staff time spent on discovery and in some cases third-party fees by automated the discovery process.

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