Succeeding in SOA-enabled BPM - DOAG

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Succeeding in SOA-enabled BPMA Methodological Approach from Oracle

Manas Deb, PhD, MBA & Meera Srinivasan, SOA/BPM PM, Oracle HQ

Mark Wilkins, Enterprise Architect, IBU, Oracle

DOAG, 2010, Nuernberg, Germany

PART AWhy “SOA-Enabled” BPM?

© 2010 Oracle Corporation – Proprietary and Confidential BPM Method2

BPM + SOA Synergies

• SOA & BPM are complimentary strategies

• Both speak to the business concern in business language

• Closing the business-IT gap

• Architecturally supportive

• SOA supports and enhances BPM

• Enables orchestration of Business Services

• Simplifies back-end integration

• Reusable UI Services• Reusable UI Services

• BPM supports and enhances SOA

• Identification of appropriate Business Services

• Business Process Services expand the Service portfolio

• Realizes the ultimate value of SOA

• Evolution of computing

• Less custom code, more process-centric configuration

© 2010 Oracle Corporation – Proprietary and Confidential BPM / SOA Composite Architecture

Service

Consumers &

Delivery

Channels Composite Applications Portals BPM ProcessWeb Apps Mashups Fat Clients

Employees

Employees

IVRIVRCustomers

Customers

PartnersPartners Mobil

…..….…..….…..….

Mobil

…..….…..….…..….

…..….…..….…..….

Client AppsClient Apps

TerminalTerminal

Presentation

ServicesShared Portlets Multi-Channel DeliveryPresentation

ServicesShared Portlets Multi-Channel Delivery

BPM / SOA Conceptual Architecture Relationships

Design-time

Modeling

Run-time

Monitoring

Process Execution

Unified Repository

Business Process Management

Management

Security

Process

Initiators &

Participants

Workers IVR CustomersPartners Client AppsMobileProcess

Analysis &

Modeling

Business Technical

Service Orchestration

Human Workflow

Business Process

Monitoring,

Analysis &

Control

Business Technical

Business Rules


Service Enabled Assets


Service Layers

SOA Infrastructure

Mediation

Utility Services

Security

Security

Governance

Governance

Monitoring & Management

Discovery

Service

Consumers &

Delivery


Employees

Employees

IVRIVRCustomers

Customers


…..….…..….…..….

Mobil

…..….…..….…..….…..….…..….…..….


TerminalTerminal

EncapsulationEncapsulation

Messaging Adapters Custom APIs JDBC file://

Non-Service Enabled Assets Messaging Adapters Custom APIs JDBC file://Messaging Adapters Custom APIs JDBC file://

Non-Service Enabled Assets

Business Activity

ServicesEnrichment Custom Business Services

Data

ServicesData SynchronizationData AggregationData Caching

Data

ServicesData SynchronizationData AggregationData Caching

Connectivity Services

System Access Messaging Partner Integration

Business ProcessServices

Service OrchestrationWorkflow

Presentation


Presentation


Service

Provider

Assets

Service

Provider /

Consumer

Assets



Service Layers

SOA Infrastructure

Mediation

Utility Services

Security

Security

Governance

Governance


Discovery





Business Activity

ServicesEnrichment Custom Business Services

Data Services

Data SynchronizationData AggregationData CachingData Services

Data SynchronizationData AggregationData Caching

Connectivity

ServicesSystem Access Messaging Partner Integration

Business ProcessServices

Service OrchestrationWorkflow



Service

Provider

Assets

Service

Provider /

Consumer

Assets

SOA

ServicesService

Discovery

Simulation Monitoring

Management

Security

EAI MOM

FaultsTimersEvents

PartnersPartnersDatabasesDatabasesLegacyLegacy ContentContentContent CustomCustomPackagedPackaged

IT Infrastructure

and Applications BIBI ImagesImages

Business Rules

Service Layers

SOA Infrastructure

Mediation

Security

Security

Governance

Governance

Management

Discovery

Service

Consumers &

Delivery


Employees

Employees

IVRIVRCustomers

Customers


…..….…..….…..….

Mobil

…..….…..….…..….…..….…..….…..….


TerminalTerminal

Business Activity

Business Process

ServicesService OrchestrationWorkflow

Presentation Services

Shared Portlets Multi-Channel DeliveryPresentation Services

Shared Portlets Multi-Channel Delivery

BPM / SOA Conceptual Architecture Relationships

BPM Process

Workflow Service Orchestration

Design-time

Modeling

Run-time

Monitoring

Process Execution

Unified


Management

Security

Process

Initiators &

Participants

WorkersWorkers IVRIVR CustomersCustomersPartnersPartners Client AppsClient AppsClient AppsMobileMobileProcess

Analysis &

Modeling

BusinessBusiness TechnicalTechnical


Human Workflow

Business Process

Monitoring,

Analysis &

Control

BusinessBusiness TechnicalTechnical



Service Layers

SOA Infrastructure

Mediation

Utility Services

Security

Security

Governance

Governance


Discovery





Business Activity Services

Enrichment Custom Business Services

Data Services

Data SynchronizationData AggregationData CachingData Services

Data SynchronizationData AggregationData Caching

Connectivity Services

System Access Messaging Partner Integration

Service

Provider

Assets

Service

Provider /

Consumer

Assets

Simulation Monitoring

Unified Repository

Management

Security

ServicesService Discovery

EAI MOM


FaultsTimersEvents

PartnersPartnersDatabasesDatabasesLegacyLegacy ContentContentContent CustomCustomPackagedPackaged

IT Infrastructure

and Applications BIBI ImagesImages

Business Rules


BPM / SOA Logical Architecture


BPM / SOA Product Mapping

OBAM

OBR

OBPM BPEL

OWCS

OBPA

SuiteOBPM

JDeveloper


OSB

IdMOEM

OWSM

OSR

OER

OWLS

BPEL

OWCS

OBPM

ODI OSDI

OIA

OBR

BPM / SOA Architecture

Process View

Monitoring

Process Execution


Management

Business Process

Composite ApplicationsParticipants and Initiators

Service Layers

Business Process

Services

Presentation

Services

1 4

5

6

7

Business process is

started by some

initiation event.

The next task is a human

task that requires work

from a human participant.

The human participant

uses a composite

application to accomplish

the task.

The composite application

incorporates a Presentation

Service used by the human

participant.The Presentation Service

is integrated with the

BPM engine to complete

the task.

Monitoring

Management

Security


Human Workflow

Business Process

FaultsTimersEvents

Business Rules

Service Provider Assets

Business Activity

Services

Data

Services

Connectivity

Services

Services

3

2

BPM engine calls a

Business Activity Service

to complete a task.

The Business Activity

Service uses an existing

system to complete the

task.


SOA Provides Enterprise Grade Platform

SOA

•Single model,

BPM

•Process modeling and execution

•Process analytics

•Business friendly

Unified SCA Runtime

BusinessRules

BPEL

Policy Enforcement

MediatorHumanWorkflow

Service and Events Bus

Common JCA-based connectivity infrastructure

BPMN

Optimized binding

Optimized binding

•Single model, single run-time

•Integration, services and event infrastructure

•Unified administration and policy management

•Extreme performance and scalability

PART BPlanning The “SOA-Enabled BPM” Journey


Measuring Maturity of Business Processes

Ad hoc

Standardized

Managed

Optimized

Time

Maturity

• Business Architecture roadmap,• BPM & BAM,• Business Process Reengineering,• …

Opportunistic

Business Process Management and business process models

promote process standardization, management, and optimization.

© 2010 Oracle Corporation – Proprietary and Confidential BPM Method

Time

Ad hoc – The process executes in the form of seemingly disparate activities and decisions, often performed by certain individuals with specific skills and job knowledge.

Opportunistic – The end to end process is known, which supports a marginal degree of holistic evolution, however no formal process documentation exists.

Standardized – The process has been documented in a form that allows the business to visualize the overall flow of activities being performed, decisions made, rules applied, and persons involved.

Managed – Process execution is managed, either by persons or machine, to ensure adherence to policies, consistency of execution, and timeliness of completion.

Optimized – Process metrics are collected and reviewed in order to verify proper execution, tabulate current results, forecast future activity, and optimize the way business is performed.

BPM / SOA Composite Roadmap

• BPM and SOA each have a roadmap creation approach• Both use the same high-level approach

• Details are different

• BPM and SOA each have a Maturity Model• Both use the same domains and levels with different capabilities

• Some capabilities “connect” BPM and SOA

• Composite roadmap merges the two into a single

© 2010 Oracle Corporation – Proprietary and Confidential

Building a BPM/SOA Roadmap

• Composite roadmap merges the two into a single roadmap

SOA Roadmap Approach BPM Roadmap Approach

Roadmap Creation ProcessCombines BPM and SOA Roadmap Process

Future

BPM & SOA Goals &

Expected Benefits

GapProcess & Service

Selection &

Business

Processes

Current

BPM & SOA

Maturity Models

Governance

Business &

Strategy

Organization

Projects,

Portfolios &

Services

Operations,

Administration

&

Management

Infrastructure

Information

Architecture



Future

Vision

Gap

Analysis

BPM & SOA

Inhibitors

& Remedies

Selection &

Scheduling

BPM/SOA

Roadmap

Current

State

BPM & SOA

Assessment

Results

Activity Selection & Scheduling

Determine

Program Select

Identify

Service

Remediation

Activities

Identify

Service Define

Process

Selection

Framework

Service Candidate

Selection Framework

BPM vs SOA

Emphasis



Program

ActivitiesProcesses

BPM/SOA

Roadmap

Service

Modifications

Project

Portfolio

Service

Candidates

Define

Schedule

Service

Portfolio

Example Composite RoadmapPhase 1



PART CBusiness Process & Service Engineering – Combined Methodology


BPM / SOA Composite Engineering

Business

Process

Automation

Service

Construction

Business Process Automation

• Generates requirements to

support tasks in the business

process

• Uses Services that are defined by

a Service Contract

• Success measured by business

process related KPIs

Service Construction

• Requirements used to identify

Service Candidates

• Justified Services are defined by

Service Contracts

• Success measured by service

engineering KPIs (e.g. reuse,

agility, dev cost reduction)

© 2010 Oracle Corporation – Proprietary and Confidential 17 BPM / SOA Composite Engineering

TechnicalAnalysis & Design

Selection

Refinement

Definition

Refined

Monitoring

Monitored

Business Process Engineering LifecycleService Engineering Touch Points

Identified

Defined

Project Definition

Service

Engineering

Support

Service

Discovery

Detailed

Service

Analysis

BPM

Analytics

+ WSM

Composition

TestingApproval

Commissioning

Deployment

Iterative BPM ProjectEngineering Lifecycle

Approved

Deployed

Operational

Composed

Designed

Tested


Software / Service

Engineering

Service

Composition

Service

StubsService

Packaging

Runtime

Discovery

• Oracle Service

Engineering Framework

(OSEF) identifies the

unique software

engineering challenges

faced by enterprises

adopting SOA and

provides a framework to

Service EngineeringProcess Engineering Touch Points

Includes

BPM

projects

Project

Delivery

Process

Engineering

touch points

Software

Dev.

© 2010 Oracle Corporation – Proprietary and Confidential 19 BPM / SOA Composite Engineering

provides a framework to

remove the hurdles.

• OSEF complements

traditional

methodologies by

defining the engineering

disciplines required for

effective and consistent

service delivery.

Test

Approval

SOA / BPM Engineering RelationshipsManage

requirements from

BPM projects

Support Service

discovery for BPM

projects

Service release

plan becomes a

dependency for the

BPM projects

© 2009 Oracle Corporation – Proprietary and Confidential Software Engineering in an SOA Environment

BPM projects

BPM projects

deliver a type of

SOA application

Process Engineering Participants

• Business Participants

• Business Leadership

• Process Owner

• End User

• Process Analyst

• IT Participants

• Process Architect

• Process Developer

• Software / Service Developer

• Quality Assurance

• Documentation & Training

• Contributors & Advisors

• Enterprise Architect

• Security Architect

• Data Architect


Using RASCI for role

assignments and utilization

indicators:

• IT Operations

#1. BPM Phase: Selection

Strategic Analysis & Process Selection

C A R S

INPUTS

�Strategy Maps �BPA

©2010 Oracle Corporation Oracle Confidential

�Strategy Maps

�Motivation Model

�Capabilities Map

�Functional Model

OUTPUTS

�Selected Processes

�Decomposed functional model

(Level 2)

�BPA

�Process selection spreadsheet

�SOA & BPM share common

approach

Business Process Selection Framework

• The Oracle Business

Process Selection

Framework measures

• Alignment with goals,

objectives, and initiatives

• Benefits of automation

• Inhibitors to automation

• Scores business processes • Scores business processes

on 13 weighted parameters

• More parameters can be added

• Parameters can be removed or

ignored

• Weights can be modified

• Generates a numeric score

used to help select business

processes for automation


Oracle BPA SuiteAnalyze & collaborate on process improvements before you

implement them.Reports and Analyses

Enterprise and Process Modeling

Value Chain DiagramAris House –

Processes, Data,

Organization, Systems,

Products and ServicesCritical Success Factor Analysis Process Evaluation

Business Process Publisher

Framework and Methodology

Add-ons

BPMN Process DiagramObjectives and Risks Model

Collaborate with LOB stakeholders

Analyze Enterprise BPM KnowledgeReports Process Representations Analysis

Oracle Proprietary. Copyright 2006, Oracle Corporation

Evaluations & Statistics Model Comparisons IT Analyses

Process Decomposition

Business Process Context – Start & Build

8.1 Expense Reimbursement

All expenses paid within 21 days (within 3 months of launch)

80% of consultants to utilize system (within 6 months of launch)

Objectives

FX Conversion

Expense Approval

Business Rules & Policies

ProBusiness

Supporting Applications

Submission of expense request

Initiating Events

Funds Reimbursed

Deliverable (Product/Service)

Improve employee Satisfaction

Shortened reimbursement cycle

Reduced administrative costs

Goals

Finance Supervisor

Process Owner(s)

HQ – Rewdwood, CA

12 Field Offices

Locations

ProBusiness

PeopleSoft

Xerox Image Flow

Consultant

Engagement Manager

Manager

Coordinator

Finance Clerk

Roles

Overall elapsed reimbursement time

Number of expenses processed

Percentage of rejections

Key Performance Indicators

Receipts

Expense

Employee

Business Objects

Business Calendar(s)

Standard workweek


#2. BPM Phase: Definition

Process Discovery and Definition

I A C R I

INPUTS

�Selected Processes�Composer

�Modeling Spaces


�Selected Processes

�Decomposed functional model

(Level 2)

�Business Requirements

OUTPUTS

�Process Context

�Process Model (as-is)

�Process Details

�KPIs

�Function model (L5)

�Simulation Models

�Modeling Spaces

�Fact based Discovery (BAM,

BI)

�BPA

�Analyze current apps/service

use

Collaborative Process BuildingModeling Spaces – Social BPM

• Process improvement through collaboration

• Tasks – track issues and tasks

• Documents related to the model, e.g., requirements

• Process Catalog – Catalog view of process repository

• Process Composer – launch point for working on a project

©2010 Oracle Corporation Oracle Confidential 29 d

Web-based Process Composer

#3. BPM Phase: Refinement

Process Model Refinement

C A C R S

INPUTS

�Process Context�Composer

�Studio


�Process Context

�Process model (as-is)

�Process detail

�Simulation model

�Runtime performance data OUTPUTS

�Process Context

�Process Model (to-be)

�KPIs

�Function model (L5)

�Studio

�Analyst view

�Service Discovery/Identification

Ease-of-use Powered by BPMN 2.0Seamless Business IT Collaboration

� Progressive Refinement• Analysts model at their level of abstraction

• Developers refine the model with implementation details

• Different perspectives are maintained

Developer ToolsDeveloper ToolsAnalyst ToolsAnalyst Tools

maintained

� No loss in translation• What you model is what you execute

� Model portability• Well defined persistence format

• Levels of conformance

Process ExecutionProcess Execution

EnginesEngines

BPM StudioBPM Studio

Forms Editor

Oracle BPM Studio Comprehensive & Unified Modeling

Rules Editor

BPMN Editor, Org charts, Simulation,

BAM Dashboards

Security Policies

Analyst RoleAnalyst Role

Developer RoleDeveloper Role

Task EditorAdapters Editor

charts, Simulation, Business Indicators

Events

Metadata ServicesMetadata Services

Repository (MDS)Repository (MDS)

BPM Projects

#4. BPM Phase: Technical A&D

Feasibility Analysis & Process Design

I AR I R C C

INPUTS

�Process Model (to-be)�Enterprise repository

�BPM Studio (Developer)


�Process Model (to-be)OUTPUTS

�Technical design

�Composite Application

Design

�Process Design

�User Interface Design

�Gap analysis

�Feasibility analysis

�Requirements specs

�BPM Studio (Developer)

�Service/application portfolio

�Reuse

�Service contract & interface

definitions support feasibility

and gap analysis

BPM ProjectBPM Project

Business CatalogBusiness Catalog

Create and

Submit Order

Process

Payment

Notify

User

Download

VideoCustomer

Customer

Copy to

Create and

Submit Order

Process

Payment

Notify

User

Download

VideoCustomer

Customer

Copy to

Org Chart BPMN Processes Business IndicatorsUser InterfacesSimulations

Business Catalog Shared artifacts promote collaborative process development.

Data Types Events Rules ExceptionsServices

(Adapters, External, BPEL, Mediator)

Human

Tasks

• Business Catalog holds process related artifacts.

• Provides building blocks for implementing processes.

• Promotes sharing and reuse.

• Facilitates collaboration between Business and IT.

#5. BPM Phase: Composition

Business Process Application Composition

I A R R

INPUTS

�technical design �Studio (SCA, data


�technical design

�Service interfaces

OUTPUTS

�Executable process model

�Studio (SCA, data

transformation, etc.)

�SOA Interface standards

enable assembly

BPMN 2.0

BPM Project Artifacts

Oracle BPM Studio: Detailed Modeling

Process Documentation

Data Objects

• Business & IT share the same model

• Enrich model by linking process step to implementation artifacts.

Oracle BPM Studio: Human Task Service

• Zero-code development

• IT friendly as well

• Add Implementation Reference

• Browse for an Implementation

artifact in Catalog

• Delete Implementation Reference

Human Workflow Pattern

Data Object

Browser

Oracle BPM Studio: Data Mapping

Drag & drop Data Objects to set

the input and output arguments.

Oracle Confidential – Do Not Distribute

Task Configuration

Import External

Interfaces

“Technical Analysis”

Import / Configure

Data Sources &

Models

Configure Message

Mapping, Xform,

Validation

Define

Transactional

Boundaries

Configure

Timeouts

Configure

Alerts &

Notifications

Business Process Model

Detail Capture

Security Analysis

T

Yes

Validation

Technical

Component

Wiring

Exception

Handling

Configuration

Notifications

Configure KPI

Instrumentation

Configure

Process

Security

Configuration

Complete?Req/Resp

Schemas

Service

Interfaces “Integration Testing”

No

Logical Data

Models

T

UI / Worklist

Configuration

Configure

User / Role

Assignments


Oracle BPM Studio: SCA

#6. BPM Phase: Testing

Composite Business Application Testing

I A R R R

INPUTS

�Composite business process �BPM Studio


�Composite business process

application

�Test plan

�Business requirements

OUTPUTS

�Test results

�Remediation recommendations

�BPM Studio

�Oracle Enterprise Manager

�SOA stubs

�Manages endpoints

#7. BPM Phase: Deployment

Deployment Planning

I R A R R I C C C C

INPUTS

�Executable components�Studio

�Composer


�Executable components

�Business requirements (SLA's

etc.)

OUTPUTS

�Deployment package

�Operational procedures

�End user documentation and

training

�Composer

�WLST

�Ant

�SOA packaging

�Common MDS

#8. BPM Phase: Approval

User Acceptance and Performance Testing

I R C I A R

INPUTS

�Requirements


�Requirements

�Business

�Performance

OUTPUTS

�Sign-off document

�Issue list

�UAT environment

�Service descriptions support

issues analysis

#9. BPM Phase: CommissioningProduction Deployment

I I S S S RA

INPUTS

�Deployment package �Production system


�Deployment package

�Operational procedures

OUTPUTS

�Running system

�Production system

�Configuration management

system

�Deployment packaging

�Runtime endpoint

management

�Runtime discovery

#10. BPM Phase: Monitoring

Monitoring and Analysis (inc. OA&M)

I R C A

INPUTS

�Performance expectations�BPM Workspace

�BPM Process Spaces


�Performance expectations

�Exception handling procedures

OUTPUTS

�Process analytics

�BPM Process Spaces

�BAM

�EM/WSM

�Dashboard Mashups

�SLA’s

E2.0 Style Accounting Process Dashboard (ex.)Process Tasks in Context

Rich, Unified User Rich, Unified User

ExperienceExperience

Enterprise Enterprise

Application Application

IntegrationIntegration

Embedded Embedded

AnalyticsAnalytics

Contextual Contextual

E2.0 ServicesE2.0 Services

Business Business

Process Process

IntegrationIntegration

Accounting & Accounting &

Financial Financial

Mgmt InfoMgmt Info

©2010 Oracle Corporation Oracle Confidential 47 p

TechnicalAnalysis & Design

Selection

Refinement

Definition

Refined

Monitoring

Monitored

Business Process Engineering LifecycleGovernance Touch Points

Identified

Defined

Project Definition

Monitor and

manage SLAs,

Quality of Service

and Security

Approve funding for new

requests, and prescribe

assets to projects

Optionally apply design

time policy

Produce new

service/versions or retire;

notify subscribers of

changes

Review and retire

processes as needed,

with advance

notification

Post Quality of

Service scorecard Optionally apply security

policy, and standard

Make new

service/version

requests

Consult Business Motivation

Maps to Support Business

Process SelectionAnalyze current

service use

Consult service

portfolio

Specify services

to be reused

Composition

TestingApproval

Commissioning

Deployment

Iterative BPM ProjectEngineering Lifecycle

Approved

Deployed

Operational

Composed

Designed

Tested


Software / Service

Engineering

Capture deployed

assets/endpoints into

portfolioApprove test results;

promote composite to

production or staging

Approve and “Register”

production processes

in portfolio

Publish new service

endpoints to test

registry

Approve and promote

composite to test

Publish Services into

Production Registry

Capture new or versioned

services into portfolio

Capture new test

endpoints

Reuse assets in new BPM

compositions

Service scorecard

(closed loop)policy, and standard

terms of use

Apply runtime policy for

Security and SLAs

Capture process

composite into

portfolio

Succeeding in SOA-enabled BPM - DOAG

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