opentext process suite case modeling

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TODAY'S WEBINAR: OPENTEXT PROCESS SUITE - “FROM CASE TO SOLUTION” Sascha Cutura – Chief Executive Officer Harry Siegersma – BPM Trainer & Certified Cordys Professional

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Page 1: OpenText Process Suite Case Modeling

TODAY'S WEBINAR: OPENTEXT PROCESS SUITE -“FROM CASE TO SOLUTION”Sascha Cutura – Chief Executive OfficerHarry Siegersma – BPM Trainer & Certified Cordys Professional

Page 2: OpenText Process Suite Case Modeling

INTRODUCTION

convedo is a full service BPM consultancy and

OpenText partner that designs, develops, delivers

and supports process based applications using business

process management (BPM) software platforms, to

organisations that understand the importance

of their processes and information.

www.convedo.com@convedo

info.convedo.com

Page 3: OpenText Process Suite Case Modeling

WE’VE HELPED ENTERPRISES IN…

www.convedo.com@convedo

Page 4: OpenText Process Suite Case Modeling

WE’VE DELIVEREDTHESE SOLUTIONS…

www.convedo.com@convedo

Page 6: OpenText Process Suite Case Modeling

THE OPEN TEXT PROCESS SUITE

Page 7: OpenText Process Suite Case Modeling

TODAY’S WEBINAR :FROM CASE TO SOLUTION

● OpenText Process Suite platform● Integrating data, business process and case applications

● Graphical editor to design your case model● SCXML 1.0 (State Chart XML execution)

● Simulating case execution● Applying the technology at hand● Round trip “Problem solving through case modeling”

Page 8: OpenText Process Suite Case Modeling

WHAT IS A CASE MODEL?

● A case management process or case model● Is human driven (knowledge or case workers)● Is less structured● Has a lower level of automation● Is more interactive● Planning happens while running the process, i.e. the case model● Has a lot of context information attached (documents, progress,

history, case data)

● Examples● Processing service requests, e.g. applying for a mortgage.● Incident management, e.g. medical diagnosis.● Investigative applications, e.g. fraud investigation.

Page 9: OpenText Process Suite Case Modeling

Case Management

Virtual Case File Dynamic Activity List

Complex unstructured processes, involving dynamic collaboration on activities and documents:

● Case-centric, solution oriented processing.● Activities, people and data defined before

and during process based on case information.

● Case worker decides through the model on the appropriate activities.

● Case worker has access to complete case-centric information including tasks, people, and documents.

Production Workflow

High-volume structured processes that has a finite and predefined input and outcome:

● Process-centric orientation.● Predefined processes, activities and users.● User works within the activity-specific

context.

CASE MANAGEMENT VS. PRODUCTION WORKFLOW

Page 10: OpenText Process Suite Case Modeling

DEMO

“FROM CASE TO SOLUTION”

Problem solving through case modeling

Page 11: OpenText Process Suite Case Modeling

MODEL, EXECUTION, IMPLEMENTATION AND MONITOR

● Modeling the “Doctor Visit” case model● Designing the case model using the graphic editor

● Simulating the case model● Running the case model through the Process Suite “My Inbox”

● Implementing the case model● Applying Process Suite documents to implement the case model

● Monitoring the case model execution● Using the Process Suite Case Instance Manager

Page 12: OpenText Process Suite Case Modeling

CASE MODELING YOUR DOCTOR VISIT

Page 13: OpenText Process Suite Case Modeling

CASE EXECUTION

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CASE IMPLEMENTATION

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CASE MONITORING

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THE DOCTOR VISIT CASE MODEL

Page 17: OpenText Process Suite Case Modeling

● Case modeling● Process Suite: graphical Case Modeler

● Case simulation by executing the model● Process Suite: My Inbox artifact

● Case model implementation● Process Suite: Collaborative Workspace IDE

● Monitor case execution● Process Suite: Case Instance Manager artifact

WHAT DID WE COVER?

Page 18: OpenText Process Suite Case Modeling

OPENTEXT PROCESS SUITE:WHAT’S NEXT?● More Information

● Demo

● Consultancy● Proof-Of-Concept● Implementation Kick Start● Full Implementation

● Training / Mentoring● Class-Room / Onsite

● Case Modelling Training: convedo.com/opentext_process_suite_case

● Become a Subscriber:info.convedo.com/tech-talk

Page 19: OpenText Process Suite Case Modeling

THANK YOU. convedo UK

37th Floor, One Canada SquareCanary WharfLondonE14 5AAUnited Kingdom

Phone: +44 (0) 207 718 0183

convedo DEUTSCHLAND

Landsberger Strasse 15580687 MunichGermany

Phone: +49 (0) 89 579 59 643

sascha cuturaCEO & SENIOR [email protected]

harry siegersmaBPM [email protected]