Post on 21-Dec-2015
Best Practices Learned from Process Accelerator Solutions
Cesare Rotundo, Chuck JonesProduct Management - Oracle
Yat-Lo LayEAI – McAfee, an Intel Company
September 29, 2014
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Program Agenda
What are Solution Accelerators?
Best Practices and Patterns in Accelerators
McAfee: Order Management Patterns
Conclusion: Creating a Practices / Patterns Ecosystem
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What are they?Oracle Solution Accelerators
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Oracle’s pre-built BPM and WebCenter Content solutions
Employee Onboarding (Horizontal )
LoanOrigination(FinancialServices)
IncidentReporting
(PublicSector)
Financial ReportsApproval (FS)
Insurance Claims Management and
others…
Solution Accelerators: Pre-built Solutions to Key Processes
Web Forms
ADF Mobile
Business Processes
Workflow Business Rules
OEPImaging / Capture
Content Management
Adaptive Case
Management
Oracle BPM Suite (+WebCenter, +App Integration)
SocialNetwork
Application Integration
BAM
ProcessComposer
What are Oracle Solution Accelerators?
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Out-of-the-Box
Product Grade
Extensible, Pre-Integrated
Dashboard-driven
Designed with Customers
Embody Best Practices
The Solution Accelerators Difference
Employee Onboarding (Horizontal )
LoanOrigination(FinancialServices)
IncidentReporting
(PublicSector)
Complaints Management (Hor.)
Insurance Claims Management and
others…
Pre-built Solutions to Key Processes
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Oracle Solution Accelerators
Public Sector
Financial Services
Loan Origination
Financial Reports Approval
Incident Reporting
eForms Management
Business Account Opening
Insurance Claims Management
Telecom
Mobile Data Offloading
Application Extensions: Siebel, PeopleSoft, EBS, JDE, Fusion, …
Horizontal
Travel Request Management
Document Routing and Approval
Internal Service Request
Employee Onboarding
Complaints Management
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Accelerators: Inside the BoxAll Product Quality Components for a Complete OOB Solution
Apps Integration
Business Rules
UI-driven Extensibility
KPI-drivenAnalytics
DashboardsMobile
Interaction Business Objects
Process/Case Models
User InterfaceWebCenter Components
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Why Solution Accelerator?
Pre-built Best Practice Processes
Oracle Solution Accelerators
• Demonstrate the value of BPM+ to Business• Accelerate BPM+ value delivery• Deliver quality solutions for core processes • Deliver solutions to cover “white space” among COTS Apps • Deliver best practices to empower IT and Business via
concrete, working solutions!• Enable an ecosystem of customers that apply BPM+ to
quickly enable business processes
Enable a Business-centric BPM(+) Solution Model
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Business PatternsFrom Oracle Solution Accelerators
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Business Patterns
• Reuse Accelerators for similar business patterns• Combine Accelerator to solve complex requirements• Use components to create new solutions
Reuse, extend, or select elements from existing Accelerators
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Business Patterns
• Configurable Data & Labels
• Case Management Reuse– Industry Variations– Patient Intake Tracking– Correspondence Management• Assess & classify correspondence• Standard Response Sequences– Response Required (ex.: complaint)– No Response
• Ad hoc response sequences• Store in WebCenter Content
Complaints Management
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Extending the Business PatternComplaints > Correspondence Management1. Set up new
Correspondence Types & Response Types in CMPM.
2. Set up new Correspondence Response Templates.
3. Set up new Response fields.
4. Log, store, and respond to Correspondence.
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• Configurable Services & Service Groups enable setup of sequences of tasks– Off Boarding• Equipment Check in• IT De-Provisioning• Document Collection
– Cross Boarding• Office Moves• Travel Arrangements• New Team Intros
– Customer Onboarding– Partner Onboarding
Business PatternsEmployee Onboarding
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Takedown
Extending the Business PatternEmployee Onboarding > Off-Boarding
Staff Off Boarding
DeProvision Self Service
DeProvision
Self Service
Self Service
Self Service DePr
Self Service DePr
IT Department
1. Set up new service subtypes for Off-Boarding:
IT DeprovisioningHardware Check InExit InterviewCompliance DocumentationRoom Cleaning
2. Set up new service groups to collect subtypes for Off Boarding:
3. Submit Off Boarding Request.
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Business Patterns
Public Sector Incident Reporting Pattern:
• Incidents of any type can be tracked through configurable incident types– HR Incident Reporting– Facilities Incident Reporting– Operations Quality Incident Reporting
• Reuse Geospatial Capabilities– Add to Complaints Management for geographic pattern analysis– Add to eForms Management for Licensing address analysis
Reuse, extend, or select elements from existing Accelerators
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Extending the Business Pattern PSIR + EFM > Licensing
eForm
License to do Business As Request
Request ID
1. Set up new License Request form in Electronic Forms Management.
3. Set up new routing in new EFM/PSIR solution. Reviewers use map to analyze zoning or density issues.
Retail
2. Add Mapping Component from PSIR.
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Business Patterns
Financial Reports Approval Pattern:
• Enabling business users to execute tasks from within spreadsheet – Complex Bid Estimate Management– Budget Preparation
• Combine with ISR for complex Capital Expenditure Evaluation– FRA for CAPEX cost assembly– ISR for Final Approval and Fulfillment
Reuse, extend, or select elements from existing Accelerators
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Extending the Business PatternISR + FRA > Complex CAPEX Approval
DeProvision
Self Service
Self Service
Self Service DePr
Self Service DePr
IT Department
1. Set up new Service Type, Routing, and Departmental Process Model in ISR.
2. Define a standard CAPEX spreadsheet.
3. Use CAPEX justification spreadsheet for review, revision, and final approval.
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Business Patterns
• Configurable Forms Entry, Submission, & Approval– Generic Approvals Management– Document Collection with Forms based justification
• Combine with ISR for Fulfillment– Submit Licensing Request with EFM– Send License Medallion with ISR
eForms Management Pattern
eForm
Pet License Request
Request ID
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Extending the Business PatternEFM + ISR > Pet Licensing
eForm
Pet License Request
Request ID
1. Set up new Form Type in EFM.
DeProvision
License
Self Service
License
Self Service DePr
IT DepartmentLicense
2. Set up new Service Type and Routing in ISR.
3. Submit Licensing Request. Tag sent to requestor by fulfilling department.
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Business PatternsFrom Customers: McAfee Global Order Processing
Oracle BPM As Order Management System in McAfee: POST – Purchase Order Status Tracking
Yat-lo Lay - Enterprise Application Integration
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POST – A functional definition
What is POST and what does it do?
• Receives orders - POST receives enterprise orders from our channel partners (distributors).
• Validates orders – Order Operations team uses the POST BPM system to clean up and validate orders.
Invalid orders are rejected back to the distributor.
Validated orders are either sent to SAP or supervisor for further review.
• Small order automation – Small orders are automatically processed to SAP.
• Invoicing & Delivery – Invoices and Deliveries are sent from SAP to our partners.
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POST – Components
What is POST composed of ?
• B2B Applications – Oracle B2B servers, Oracle Fusion Middleware.
• Windows Services – Small Order Automation & Excel Load Agents.
• Oracle BPM – Oracle BPM Workspace/Workflows & DB.
• Web Applications – Order GUI, Queries/Reports Dashboard (.NET).
• Web Services – MDM Customer lookup, Siebel/CRM Contact, Quote & Product lookup, Taxware lookup.
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POST Logical Architecture
McAfee Confidential
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POST BPMN process
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POST BPM Workspace
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POST BPM Order UI
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POST Order Dashboard - Reports
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POST Order Dashboard - Queries
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POST Order Dashboard - Analysis
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Process Accelerator Solutions for POST- Common & Generic Business Components : Reports, Queries, Historic Data Analysis, Business Rules configuration.
Apps IntegrationBusiness Rules
KPI-drivenAnalytics
DashboardsProcess/Case Models
User Interface
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Conclusion A BPM+ Solutions Ecosystem
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We can all benefit from BPM+ Business Patterns
• Look at Oracle BPM and WebCenter as platforms for Business Design• Recognize that reuse needs to happen at the business level• Think in terms of business patterns• Explore Oracle business patterns in Oracle Accelerators• Share your patterns to have them abstracted in Oracle solutions
A new kind of business-driven development
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