best practices for bpm implementations · 2012-09-26 · bonitasoft benefits bpms: a full suite...

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Best practices for BPM implementation feedback from Bonita Open Solution implementation OW2Con 2011, November 23-24, Orange Labs, Paris www.ow2.org

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Page 1: Best practices for BPM implementations · 2012-09-26 · BonitaSoft Benefits BPMS: A full suite that bridges business and technical needs Open Source: Flexible, transparent, affordable

Best practices for BPM implementation

feedback from

Bonita Open Solution implementation

OW2Con 2011, November 23-24, Orange Labs, Paris www.ow2.org

Page 2: Best practices for BPM implementations · 2012-09-26 · BonitaSoft Benefits BPMS: A full suite that bridges business and technical needs Open Source: Flexible, transparent, affordable

Rodrigue Le Gall

Co-Founder and

Chief Services

Officer

– Presales

– Training

– Expertise

– Knowledge

– Open source

community

OW2Con 2011, November 23-24, Orange Labs, Paris www.ow2.org

Page 3: Best practices for BPM implementations · 2012-09-26 · BonitaSoft Benefits BPMS: A full suite that bridges business and technical needs Open Source: Flexible, transparent, affordable

Agenda

What is BPM ?

Use cases

Best practices

OW2Con 2011, November 23-24, Orange Labs, Paris www.ow2.org

Page 4: Best practices for BPM implementations · 2012-09-26 · BonitaSoft Benefits BPMS: A full suite that bridges business and technical needs Open Source: Flexible, transparent, affordable

What is Business Process Management?

A means to model,

automate,

measure,

and improve processes

that people use

on a day-to-day basis.

OW2Con 2011, November 23-24, Orange Labs, Paris www.ow2.org

Page 5: Best practices for BPM implementations · 2012-09-26 · BonitaSoft Benefits BPMS: A full suite that bridges business and technical needs Open Source: Flexible, transparent, affordable

BonitaSoft and BPM

The leader in Open Source

Business Process Management (BPM)

Award Winner Global Presence

250+ customers

1M+ downloads

10,000+ contributors

40+ tech and SI partners

Thriving Community Proven Products, Experienced Team Bonita v1 project launched in 2001 by Co-Founder & CEO Company founded in 2009 by core Bonita business & R&D team

Grenoble – Paris – Beijing Boston – San Francisco

OW2Con 2011, November 23-24, Orange Labs, Paris www.ow2.org

Page 6: Best practices for BPM implementations · 2012-09-26 · BonitaSoft Benefits BPMS: A full suite that bridges business and technical needs Open Source: Flexible, transparent, affordable

BonitaSoft Benefits

BPMS: A full suite that bridges business and technical needs

Open Source: Flexible, transparent, affordable

Modular architecture: Embeddable workflow engine, user-friendly process modeler

Connectors enable interoperability with existing systems; add your own connectors easily.

Applications are generated directly from the business process model

Tailor to requirements of: HR, Sales, Marketing, Supply Chain, Finance, Accounting, E-Govt., etc.

BPM

… for technical projects

… and business solutions

OW2Con 2011, November 23-24, Orange Labs, Paris www.ow2.org

Page 7: Best practices for BPM implementations · 2012-09-26 · BonitaSoft Benefits BPMS: A full suite that bridges business and technical needs Open Source: Flexible, transparent, affordable

BonitaSoft Run-Time Architecture

7 www.bonitasoft.com | Copyright © BonitaSoft S.A.

Bonita User Experience (“User XP”)

• Manage tasks • Monitor processes

Bonita App Your Apps

Connectors

E-Mail

RDBMS

LDAP

Other Systems

Apps

Etc.

Services Container

BAM BI/KPIs

User Mgmnt.

Task Mgmnt.

Process Mgmnt.

User Mgmnt.

History Large Data Repository (LDR)

Identity Etc.

Bonita Execution Engine

CMS

Transaction Persistent Storage

API

Page 8: Best practices for BPM implementations · 2012-09-26 · BonitaSoft Benefits BPMS: A full suite that bridges business and technical needs Open Source: Flexible, transparent, affordable

BonitaSoft Ecosystem

POJO

XML

RESTful

LDAP

OW2Con 2011, November 23-24, Orange Labs, Paris www.ow2.org

Page 9: Best practices for BPM implementations · 2012-09-26 · BonitaSoft Benefits BPMS: A full suite that bridges business and technical needs Open Source: Flexible, transparent, affordable

Example Usage Scenarios

Key benefits: response times

significantly reduced

Help Desk

Internal ticketing /

support request applications

Key benefits: increased

processing capacity by 30%

Sales Order Management

Automated sales order

management

Key benefits: dramatically

reduced admin. costs

E-Govt.

E-Government apps

(centralized & clustered)

Key benefits: automate billing of invoicing solution

SaaS

On-Demand tax compliant e-invoicing

Key benefits: Automate

processes within light-weight yet

powerful and cost-effective

architecture

OEM / Embedded

Orchestrate MDM processes

for reference data

OW2Con 2011, November 23-24, Orange Labs, Paris www.ow2.org

Page 10: Best practices for BPM implementations · 2012-09-26 · BonitaSoft Benefits BPMS: A full suite that bridges business and technical needs Open Source: Flexible, transparent, affordable

Best practices: have a sponsor

Helps resolve internal issues/problems

Drives organizational change

Is a champion for BPM implementation

Responsible for operational or business

functions

A technical co-sponsor is a “must”

OW2Con 2011, November 23-24, Orange Labs, Paris www.ow2.org

Page 11: Best practices for BPM implementations · 2012-09-26 · BonitaSoft Benefits BPMS: A full suite that bridges business and technical needs Open Source: Flexible, transparent, affordable

Best practices: design and modeling

The perfect process doesn’t exist…

…but we have to get close enough

An objective outside view is essential

OW2Con 2011, November 23-24, Orange Labs, Paris www.ow2.org

Page 12: Best practices for BPM implementations · 2012-09-26 · BonitaSoft Benefits BPMS: A full suite that bridges business and technical needs Open Source: Flexible, transparent, affordable

Project steps in details

12

Process Modeling: collaboration among project

teams

Process Development: connectors, forms builder

Process Execution

Process Administration and Monitoring

DESIGN CONNECT RUN

www.bonitasoft.com | Copyright © BonitaSoft S.A.

Page 13: Best practices for BPM implementations · 2012-09-26 · BonitaSoft Benefits BPMS: A full suite that bridges business and technical needs Open Source: Flexible, transparent, affordable

Best practices: find a solution

A hospital wants to find a software solution so

its physicians can model their processes and

make the corresponding applications available

online

This hospital wants its processes to be able to

use existing IS for CMS, scheduling, email,

database, directory, health care management,

etc

OW2Con 2011, November 23-24, Orange Labs, Paris www.ow2.org

Page 14: Best practices for BPM implementations · 2012-09-26 · BonitaSoft Benefits BPMS: A full suite that bridges business and technical needs Open Source: Flexible, transparent, affordable

To find a solution, remember

Process design and modeling requires a

specific skill set

Requires an understanding of the critical

underlying technical impacts

OW2Con 2011, November 23-24, Orange Labs, Paris. www.ow2.org

Page 15: Best practices for BPM implementations · 2012-09-26 · BonitaSoft Benefits BPMS: A full suite that bridges business and technical needs Open Source: Flexible, transparent, affordable

Avoid going in circles

OW2Con 2011, November 23-24, Orange Labs, Paris www.ow2.org

Page 16: Best practices for BPM implementations · 2012-09-26 · BonitaSoft Benefits BPMS: A full suite that bridges business and technical needs Open Source: Flexible, transparent, affordable

Keep reasonable expectations

“Connect 7 different systems, in a critical

process, in real time”

– Possible, but not reasonable :-D

For example, what is the risk associated with

the unavailability of a system?

OW2Con 2011, November 23-24, Orange Labs, Paris www.ow2.org

Page 17: Best practices for BPM implementations · 2012-09-26 · BonitaSoft Benefits BPMS: A full suite that bridges business and technical needs Open Source: Flexible, transparent, affordable

Use prototyping

Validate technical problems

Validate the team and the approach

Implement a non-critical process first

OW2Con 2011, November 23-24, Orange Labs, Paris www.ow2.org

Page 18: Best practices for BPM implementations · 2012-09-26 · BonitaSoft Benefits BPMS: A full suite that bridges business and technical needs Open Source: Flexible, transparent, affordable

Used phased deployment

Avoid large concurrent deployments

Use a pilot project – the pilot group can

become a natural, home-grown champion for a

wider project deployment

OW2Con 2011, November 23-24, Orange Labs, Paris www.ow2.org

Page 19: Best practices for BPM implementations · 2012-09-26 · BonitaSoft Benefits BPMS: A full suite that bridges business and technical needs Open Source: Flexible, transparent, affordable

Put key indicator in place – apply metrics

Every process has an objective – use an

indicator to show it is being met

The perfect process doesn’t exist…so

continuous improvement is needed

Technical indicators

Business indicators

OW2Con 2011, November 23-24, Orange Labs, Paris www.ow2.org

Page 20: Best practices for BPM implementations · 2012-09-26 · BonitaSoft Benefits BPMS: A full suite that bridges business and technical needs Open Source: Flexible, transparent, affordable

Optimize your processes

Use simulation to analyze

Use simulation to assess scope

It’s important to analyze the impact of any

modification

OW2Con 2011, November 23-24, Orange Labs, Paris www.ow2.org

Page 21: Best practices for BPM implementations · 2012-09-26 · BonitaSoft Benefits BPMS: A full suite that bridges business and technical needs Open Source: Flexible, transparent, affordable

IN SUMMARY

October 10, 2010

OW2Con 2011, November 23-24, Orange Labs, Paris www.ow2.org

Page 22: Best practices for BPM implementations · 2012-09-26 · BonitaSoft Benefits BPMS: A full suite that bridges business and technical needs Open Source: Flexible, transparent, affordable

The BonitaSoft approach

Plan for deployment

Identify a process to serves as a prototype

Develop the prototype with a project team

Learn from the prototype process

Implement the process

Analyze the results and optimize the process

OW2Con 2011, November 23-24, Orange Labs, Paris www.ow2.org