bpm in Banking - Act-On

Transcription

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Welcome to BPM in Banking, Finance and Insurance!
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innovators most closely linked to their design, development and implementation.
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We have spent over a year developing this week’s summit, and even longer in refining the overall
approach you will experience firsthand, with a core focus on facilitating meaningful, informative
discussions. By design, BPM.com’s events represent the opposite of a traditional tradeshow – they
are about community, networking, thought leadership, and ultimately making the best-informed
decisions about BPM and Digital Transformation initiatives.
The individuals involved are not only those most influential to both BPM and the current
transformation underway across banking, finance and insurance. Many have been my most trusted
colleagues for the last two decades, and all have distinguished themselves as leaders in their
respective domains. Collectively, the focus of our work has been to help organizations make the
most effective decisions about their technology investments, and how to best leverage those
decisions for technology-led innovation. That has been the focus of my own career, and it is the
defining mission of this event.
Also new this year is our partnership with ABPMP International, who represents the largest global
association of business process professional. Through this collaboration, we will be making available
the Certified Business Process Professional (CBPP) Exam at a discounted rate exclusively for our
attendees. Additional details are provided here on-site.
Thank you again for joining us and I look forward to meeting you this week!
Best Regards,
Nathaniel Palmer
BPM.com
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ASSOCIATION OF BUSINESS PROCESS MANAGEMENT PROFESSIONALS
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Leading Business Process Management Professionals
Business Process Management is a disciplined approach to identify, execute, measure, monitor, and
control both automated and non-automated business process to achieve consistent, targeted results
aligned with an organization’s strategic goals. The Association of Business Process Management
International (ABPMP) is an international nonprofit organization dedicated to the advancement
of business process management concepts and practices. ABPMP is practitioner-oriented and
practitioner-led. Our primary focus to transform the way we do business includes:
•
A Guide to the Business Process Management Common Body of Knowledge (BPM CBOK®)
•
Internationally Recognized Professional Certification Program, Certified Business Process
Professional (CBPP®)
•
Education delivery through our Registered Training Program and partnerships with other
organization conference and education
Mission
The mission of ABPMP International is:
•
to engage in activities that advance the practice of business process management,
•
to promote and evolve a Common Body of Knowledge in this field
•
to foster the development and advancement of the skills and competencies of the professionals
who work in this discipline
•
to validate the professional qualifications and certify BPM practitioners
Operation
The ABPMP International produces educational and networking events for continuing education and
sharing of best practices, new ideas, and experiences of its members and professional colleagues.
For more information or to join ABPMP International today, please go to www.abpmp.org.
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Lobby Le
Bell Desk
Hotel Entrance
Q
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Ballroom
Room
Executive Training
Center
Banquet
Office
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Parking
Garage Entrance
Grand
Ballroom D
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The Den
Grand
Ballroom C
Grand
Ballroom E
Business
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Grand
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Conference Center (Lower Level)
Grand
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South
Entrance
(Parking)
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Grand
Ballroom A
Oak Brook
Ballroom General
Session Area
Atrium
Cafe
Coat
Room
Private
Dining
Room
Take Escalator to Conference
Center (lower level) for
Wednesday and Thursday Sessions
AVIS
Car Rental
Foxes
Sports Grille
Lobby
Grand Ballroom
Foyer Entrance
South
Entrance
(Parking)
Lobby
Guest Registration
Gift
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Bell Desk
Blue Cat
Barbershop
W
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Hotel Entrance
Hunt
Room
York
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Kent
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Q
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Agenda-at-a-Glance
TUESDAY, SEPT 30TH
8:00 AM - 8:30 AM
Event Check-in and Breakfast in Oak Brook Ballroom
8:30 AM - 9:15 AM
Business Interaction Changes Forever, Starting Today!, Jim Sinur
9:15 AM - 10:00 AM
BPM, Dodd-Frank, and What’s Next, Andrea Kramer, McDermott Will & Emery
nd- 10:45 AM
10:00 AM
BPM Case Study: AgFirst Farm Credit Bank, Bala Sivankoil, Director of Application Development
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Engaging External Customers at Credit Suisse, Jim Ostry, Managing Director
11:30 AM - 12:15 PMCreating a Foundation for Success, Establishing a BPM Center of Excellence, Dr. Mathias
Kirchmer, BPM-D
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12:15 PM - 1:00 PM
Lunch in Oak Brook Ballroom
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and Sudeep Nadkarni, Banking and Capital Markets, Mphasis
2:00 PM - 2:45 PMCollaborating With Customers to Co-Create Cross-Functional Solutions at Citi, Raj Schroff, SVP,
Citi NAO&T Client Experience
2:45 PM - 3:30 PMHow the Decision-Aware Business Process Changed the Financial Services Industry, Dr. Larry
Goldberg, SAPIENS
3:30 PM - 4:15 PM
Using BPM to Increase Revenue and Meet Customer Demand, Dan Rosen, PSCU
4:15 PM - 5:00 PMLeveraging BPM for Customer Excellence and Revenue Growth, Lou Brothers, Senior Manager,
WeiserMazars
5:00 PM - 8:00 PM
Reception Followed by BPM Global Excellence Awards Dinner
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WEDNESDAY, OCT 1ST
8:00 AM - 8:30 AM
Event Check-in and Breakfast in Oak Brook Ballroom
8:30 AM - 9:15 AMScaling Morgan Stanley’s Delivery Capabilities Through the Use of a Sophisticated Idea
Targeting and Measurement Framework, Jeff McMillan, Managing Director
9:15 AM - 10:00 AM
How FIBO Drives Digital Transformation of the Financial Industry, Dennis Wisnosky, EDM Council
10:00 AM - 10:45 AM
Case Study: Introducing Business Logic with The Decision Model into BPM Practices, Alan
Holsztynski, SVP Strategic Initiatives, Cole Taylor Mortgage
10:45 PM - 12:00 PM
Live Proof of Concept “Shoot out” and Proving Ground
12:00 PM - 12:45 PM Lunch in Essex Ballroom
12:45 PM - 2:30 PM
Capability Demonstrations
2:30 PM - 3:30 PMPanel Discussion: Picking Successful Service Partnerships, Bryan Tabiadon, Northern Trust; Gene
Rawls; Dan Morris, ABPMP
3:30 PM - 5:00 PM
5:00 PM - 6:45 PM
Networking Reception in Foyer
THURSDAY, OCT 2ND
8:00 AM - 8:30 AM
8:30 AM - 9:15 AM
9:15 AM - 10:00 AM
Breakfast in Essex Ballroom
Starting BPM Programs on the Right Path, Frank Kowalkowski, KCI
Leading Business Process Management Professionals: ABPMP and the Certified Business
Process Professional (CBPP®)
Lunch and Panel: Staying On-Track After Starting Out Right
Getting Started Workshop - Lloyd Dugan, Nathaniel Palmer
CBPP Exam Session #1
One-on-One Consultations With BPM Bootcamp Team
CBPP Exam Session #2
10:00 AM - 11:45 PM
11:45 PM - 1:00 PM
1:00 PM - 3:00 PM
3:00 PM - 5:00 PM
Insurance
Conference Program
Business Interaction Changes Forever, Starting Today!, Jim Sinur
Tuesday, 8:30 AM - 9:15 AM
With over 23 years in Banking, Finance and Insurance industries, followed by two decades at
Gartner Group, Jim Sinur is one of the most respected names in the field of BPM. Mr. Sinur was
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data and computing communities, helping shape direction based on practical experience. Mr. Sinur has vertical industry
experience on the investment and operational sides of the insurance and financial services. Prior to joining Gartner, Mr.
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Sinur was a director of technologies with American Express, where he worked on a large, industrial-strength, model-driven
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implementation
of a business-critical
merchant management system. This system is still active in the merchant retention
and support functions for American Express. His responsibilities there included architecture, advanced development
technologies and data/database administration. Before American Express, Mr. Sinur worked for Northwestern Mutual Life,
where he was involved in leading-edge projects like the Underwriting Workbench that employed many new and emerging
methods and technologies. This was after he was involved with building and re-architecting many major applications on the
investment and annuity side of NML’s business.
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BPM and Dodd-Frank Keynote, Andrea Kramer, McDermott Will & Emery
Tuesday, 9:15 AM - 10:00 AM
A partner in the international law firm of McDermott Will & Emery and head of its Financial
Products, Trading and Derivatives Group, Andrea Kramer is one of the world’s most respected
authorities on Dodd-Frank’s application to swaps, swap operations, contractual relationships
and regulatory compliance. She testified in an historic joint hearing of the Senate Committee on
Finance and the House Committee on Ways and Means on Derivatives Tax Reform. Andie has earned the distinction
as one of the 50 Most Influential Women Lawyers in America. She is the author of the leading treatise on financial
products law and taxation, Financial Products: Taxation, Regulation and Design, and popular articles on DoddFrank compliance. In a fast-paced and authoritative keynote, Andie will address critical considerations for banks and
financial institutions in reconciling Dodd-Frank with key BPM objectives of revenue-focused processes and optimal
customer experiences. She will address Dodd-Frank’s swap dealer requirements, customer protections, compliance
requirements, technological revolution, and the move to SEFs and proprietary trading platforms. Andie will also identify
some significant differences between CFTC and SEC regulatory requirements, suggesting ways to meet BPM Goals.
BPM Case Study: AgFirst Farm Credit Bank, Bala Sivankoil,
Director of Application Development, AgFirst Farm Credit Bank
Tuesday 10:00 AM - 10:45 AM
Bala Sivankoil is the Director of Application Development at AgFirst Farm Credit Bank. Bala
has been in working in the field of Financial Software Applications for over 20 years. He has
been with AgFirst for over 13 years and has been responsible for several key Bank initiatives
such as application portals, automated credit decisions, mobile applications and business
process automation. Bala holds a master’s degrees in Electrical Engineering and in Business
Administration.
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Insurance
Engaging External Customers at Credit Suisse,
Jim Ostry, Managing Director
Tuesday, 10:45 AM - 11:30 AM
New product creation is a challenge, especially when you have global constituents. During the course
of my career I have created products and tools for our business that have been extremely successful,
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and a complete understanding of the issues that you are trying to solve set the stage for an efficient product creation
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Jim Ostry is a Managing Director of Credit Suisse in the Investment Banking division, based in Chicago. He is the
global Co-Head of HOLT, an internal team that helps institutional investors make better investment decisions by using
an objective framework for comparing and valuing companies. Prior to his current role, Mr. Ostry was responsible for
Strategy, Branding and Product Development for the HOLT Group. Mr. Ostry is a CFA Charter holder who holds a B.A.
in Economics from the University of Illinois and an M.B.A. from Carnegie Mellon University.
Creating a Foundation for Success, Establishing a BPM Center of Excellence,
Dr. Mathias Kirchmer, Managing Director and Co-CEO, BPM-D, Affiliated
Faculty, University of Pennsylvania, Philadelphia
Tuesday, 11:30 AM - 12:15 PM
As innovative CEO and Managing Director at BPM-D, Accenture, and IDS Scheer, Dr. Kirchmer
has worked successfully in an international environment across various industries. He has
combined his broad practical business experience with his extensive academic research. This
systematic integration has led to pioneering management approaches that have proven to be both sustainable and
provide immediate benefits. Dr. Kirchmer is visionary leader, thought leader and innovator in the field of Business
Process Management (BPM). He is an affiliated faculty member at the University of Pennsylvania, published six books
as well as numerous articles and shares his insights regularly in presentations around the world.
Panel: Financial Process Modernization for 2014-2020
Tuesday, 1:00 PM - 2:00 PM
Anjana Dalal, Assistant Vice President, Business Process Reengineering,
CNA Insurance
As Assistant Vice President in CNA’s Business Process Reengineering group, Anjana partners
closely with senior leadership and business units to develop and execute strategies to improve
the customer experience, enhance business performance and increase operational efficiencies.
Over the past 17 years, Anjana has led cross-functional teams in operational strategy creation,
process reengineering and business transformation. Prior to CNA, she directed various operational redesign and
integration efforts at Orbitz.com and its parent company. Before that, Anjana served as management consultant with
Accenture and a boutique consulting firm, guiding Fortune 500 clients in the insurance, telecom and energy sectors as
well as a government agency in transforming their business to deliver a differentiated customer experience, streamline
internal operations and take advantage of cross-sell opportunities.
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Insurance
Sudeep Nadkarni, Chief Strategy Officer, Banking and Capital Markets,
Mphasis
Sudeep has over 19 years of experience leading progressive firms in developing corporate strategy
and executing business process and technology transformations. His work has consistently
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that includes the build out of hyper-specialized, end-to-end Software-as-a-service platforms empowering financial firms to
create customized experiences for their customers.
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Collaborating With Customers to Co-Create Cross-Functional Solutions at Citi,
Raj Shroff, SVP, Citi NAO&T Client Experience
During this session Raj will share with the audience, the journey his company has been taking
to significantly improve client experiences. He will discuss some of the client centric metrics his
company has deployed and the approach taken to improve them. Raj will also discuss how Citi
has been collaborating with its employees and external customers to drive superior experiences
end-to-end. Numerous ways of mapping the journey will be shared using specific examples.
Raj Shroff is Senior Vice President for Citi NAO&T Client Experience. He has been instrumental in bringing endto-end experiential thinking within Citi. He has successfully influenced his organization in deploying tools such as
Customer Journey Mapping, Strategy Mapping, and concepts from Lean/Six Sigma for meaningfully improving
customer experiences. He has been with Citi for over 13 years, during which he has worked with all levels of
management and employees in delivering measurable results. His efforts have resulted in significant improvement in
key customer and financial metrics. He has also played a key role in identifying and deploying actionable metrics for
improving Call center performance. He is a certified Lean Six Sigma Master Black Belt and a Balanced Scorecard
Practitioner.
8
Insurance
How the Decision-Aware Business Process Changed the Financial Services
Industry, Larry Goldberg, Evangelist - Sapiens DECISION at Sapiens
Decision Solutions Ltd
Tuesday, 2:45 PM-3:30 PM
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while at the same time allowing for the business logic to be easily manipulated to meet changing needs with the least
possible perturbation of the business process. As the missing link between Business Process and Business Rules,
Business Decision Management has finally enabled the Business to articulate the Business Logic in a way that is easy
to understand and usable for IT which ties seamlessly into BPM. This session will give participants a clear overview of
the new discipline of Decision Management, and an understanding of the new model, The Decision Model, that made
this revolution possible.
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Larry Goldberg is the product evangelist for Sapiens DECISION, and as a member of the senior management team is
responsible for all products in the Sapiens Decision company. He was Co-founder and Managing Partner of Knowledge
Partners International LLC, which was acquired by Sapiens Decision, and has over forty years of experience in building
technology based companies on four continents. Commercial applications in which he played a primary architectural role
include such diverse domains as healthcare, supply chain, property & casualty insurance, financial services and enterprise
modeling tools. He has been the business lead and/or business sponsor on many major projects in both the public and
private sector, and is a trusted adviser to senior executives from major corporations.
Using BPM to Increase Revenue and Meet Customer Demand at PSCU, Dan
Rosen, VP Enterprise Project and Business Process Management
In this case study-based thought leadership session, Dan Rosen will discuss the global awardwinning work completed by PSCU and how they were able to increase customer satisfaction
by analyzing patterns and behaviors to anticipate clients’ needs. He will also discuss how these
efforts are preparing them to deploy their BPM solution using mobile channels. Among the results
discussed will be increased revenue by quickly going to market with new and improved products and services, as well
as reduced cost by consolidating platforms and processes.
Dan Rosen is the VP of Enterprise Project and Business Process Management at PSCU, the nation’s leading
credit union service organization (CUSO) and serves more than 1,500 financial institutions nationwide. The company
is owned by nearly 700 member credit unions representing 16 million credit, debit, pre-paid, online bill payment,
mobile and electronic banking accounts. Dan has a strong background and extensive experience in delivering agile
Business Process Management solutions to PSCU’s internal and external customer base. His background includes an
Advanced Masters Certificate in Lean Six Sigma from Villanova University, Certified Master Blackbelt, ITIL Certification,
Scrum Master Certified and other certifications in business analysis, statistical analysis and project management.
PSCU has received various recognition/awards for their BPM deployments including: BPM Excellence Award in
“Best Business Outcome Driven by BPM” category from Gartner; the WfMC Global Excellence Award in BPM
& Workflow, Opentext Enterprise Award for Most Innovative Business Process Transformation and Opentext
Enterprise Champion for BPM Solution. 9
Insurance
Improving Sales Interactions and Driving Revenue With BPM, Lou Brothers,
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Lou Brothers leads cross-functional teams to identify key drivers of profitability and design strategies to achieve
revenue growth and cost control. With more than ten years of experience in management consulting he helps
companies transform their businesses to increase profitability, overcome market challenges, and take advantage of
new opportunities. He serves clients across a range of industries and places a particular focus on the insurance and
banking sectors. Lou received his BS from Pennsylvania State University and his MBA from The Stern School of
Business, New York University.
Scaling Morgan Stanley’s Delivery Capabilities Through the Use of a
Sophisticated Idea Targeting and Measurement Framework, Jeffrey G.
McMillan, Managing Director
Wednesday, 8:30 AM - 9:15 AM
In this session Jeff McMillan will discuss how Morgan Stanley Wealth Management leverages
data and analytics to drive better portfolio performance, improve advisor efficiency and drive
higher levels of client satisfaction. He will focus on the technical, operational and cultural
challenges in developing and implementing a strategy around data and analytics and provide some recommendations
on how organizations might want to start an effort in this area.
Jeff McMillan joined Morgan Stanley Wealth Management in June of 2009 and is a Managing Director, Investment
Products and Services. Jeff is currently leading the firm’s strategic analytics efforts, which are focused on scaling
product delivery capabilities through the use of a sophisticated idea targeting and measurement framework. Prior to
this Jeff led the Investment Platforms team responsible for the firms strategy around portfolio analysis and construction,
trading, and performance reporting. Jeff has also served as the head of Advisor Platform and Digital Strategy as well
as the Chief Operating Officer for the Investment Strategy Group. In these roles Jeff oversaw the firm’s strategy for
its advisor workstation, client facing technologies, research delivery, and social media. Before joining MSWM, Jeff
was the Head of Product Strategy for Bank of America Merrill Lynch Research where he led their strategic efforts
for the Research Division to include the development of research-based products and the monetization of research
content. Jeff is a graduate of the United States Military Academy at West Point where he received a B.S. in Economics. Following his graduation, he served on active duty as an armor officer in South Korea and Fort Knox, Kentucky.
Examples include improving the quoting flow for insurers, mobile enabling the workforce while leveraging strong legacy
applications, and driving best next actions to identify using dashboards.
10
Insurance
How FIBO Drives Digital Transformation of the Financial Industry,
Dennis Wisnosky
The Financial Industry Business Ontology (FIBO) is a joint effort of The Enterprise Data Managend
ment (EDM) Council in conjunction with the Object Management Group (OMG). Its financial
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as a “Hero of US Manufacturing” by Fortune Magazine, and has been one of the most influential leaders in Business
Process Management. Most recently Dennis led the fundamental transformation of BPMN which is used across the
Department of Defense, spearheading an approach that is now being adopted across both public and private sector enterprises. Among others, he received a Fed100 Award (2006) and an “Excellence in Government Leadership
Award” (2011) in recognition of his accomplishments.
Case Study: Introducing Business Logic with The Decision Model into BPM
Practices: Cole Taylor Mortgage, Alan Holsztynsk, SVP Strategic Initiatives
BPMN is an important standard for modeling business processes, but what about more complex
business logic? In the past, business rules have been captured in spreadsheets or in rule
engines’ proprietary formats—often not consistently nor portably. The Decision Model (TDM) has
emerged as a leading framework for capturing business logic, providing a rigorous, technology-independent standard.
The Object Management Group (OMG) recently adopted a TDM-based modeling standard, stating that it “has been
designed to be complementary to and useable alongside the OMG Business Process Model & Notation (BPMN)
standard.” In this talk, you’ll learn how Cole Taylor Mortgage, a mid-sized residential lender, introduced decision
modeling as a core element of its overall business process approach. Mr. Holsztynski will describe the benefits that
Cole Taylor Mortgage has realized from TDM, as well as the tools used, lessons learned, and pitfalls navigated in
bringing this new discipline into the organization.
Alan Holsztynsk is Senior Vice President, Strategic Initiatives for Cole Taylor Mortgage, a division of Cole Taylor
Bank, a commercial bank based, and subsidiary of Taylor Capital Group, Inc (TAYC–NASDAQ) with more than $5
billion in assets. He has over 23 years of technology experience, primarily in the mortgage industry. He was the
Founder and CEO of West Pole Inc, a company that specialized in IT strategies and solutions, and was included in
Mortgage Technology Magazine’s “Top 100 Vendors” list in 2003 and 2004. With West Pole, Alan drove the vision,
design, and implementation of InterFirst’s MOAI system, the first web-based application for wholesale lending. Before
joining Cole Taylor Mortgage, Alan was SVP Web Technology and Strategy for CitiMortgage. In his current role at Cole
Taylor Mortgage, Alan is responsible for setting and advancing technology strategy. He has established a Business
Process Engineering team to execute key components of that strategy, including Decision Modeling.
11
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Panel: Picking Successful Service Partners Wednesday, 2:30 PM - 3:30 PM
Gene Rawls, Director, Business Process Management, Improving Twin Cities
Gene is an accomplished process improvement leader with over 30 years’ experience providing
leadership executing business strategies, managing risk, improving productivity, and containing
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Bryan Tabiadon, Vice President, Worldwide Technology and Operations,
The Northern Trust Company
Bryan D. Tabiadon has over 16 years of operational and technology experience in the Financial
Services industry. In addition Bryan has 24 years providing data integration solutions to various
industries and companies that drove digital transformation of business and process. Bryan is
currently a Divisional Manager working on several strategic initiatives to digitalize operational
data delivery to Northern Trust partners and clients around the world. Bryan also leads technical and operational data
delivery teams. Bryan has extensive experience in vendor management area working to define offshore models and
cultivating vendors to become strategic partners. Before joining Northern Trust, Bryan worked at ABM AMRO/LaSalle
Bank Financial Services as Director of Data Management who led the strategic planning and implementation of front,
middle and back office data integration of over 150 financial systems, which included vendor platforms and in-house
applications. Bryan received B.S. in Finance from Northern Illinois University and an M.S. degree from Northwestern
University.
Starting BPM Programs on the Right Path, Frank Kowalkowski, KCI
Thursday 8:30 AM - 9:15 AM
Frank Kowalkowski is President of Knowledge Consultants, Inc., a firm focusing on business
performance, business/IT architecture and business analytical techniques. He has over 30 years
of management and consulting experience in manufacturing, distribution, banking, insurance and
financial services as well as the public sector. He has been involved with wide range of projects
that include business analysis, process management, e-commerce, business performance measurement, business and
competitive intelligence, knowledge management, technology forecasting and supply chain management. In addition
to being a keynote speaker at international conferences as well as a conference chair, he has written numerous papers
and spoken at conferences on a variety of subjects. He is the author of a 1996 book on Enterprise Analysis and
numerous papers.
12
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Getting Started Workshop: Everything You Need to Know to Get Started on the Right Track with
BPM!, Nathaniel Palmer and Lloyd Dugan Thursday, 1:00 PM - 3:00 PM
After 2.5 intensive days of learning, you will no doubt be ready and raring to jump in immediately and get started with
BPM. But you will also likely have new questions as well.
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own example processes and problem/target areas for use during the interactive exercise. Your reward for making it
through to the end will be an enjoyable, insightful and informative look at how to get started on the right path, and how
to quickly correct if you didn’t, with BPM! In addition participants will receive:
• Quick-Start Guide to Getting Started
• Example Exercise on Process Prioritization
• Checklist of Questions to Answer When Starting BPM or Case Management Initiative
• Personalized review of individual project requirements and planned initiatives
In addition there will be an opportunity for one-on-one discussions to explore your own project requirements, discuss
plans and initiatives with onsite experts, as well as to review findings, learnings and other information gained during the
conference.
Nathaniel Palmer, CTO & VP, Business Process Management, Inc.
Nathaniel has been the Chief Architect for projects involving investments of $200 Million or
more. He frequently tops the lists of the most recognized names in his field and was the first
individual named as Laureate in Workflow. A best-selling author, practitioner, and rated as the
#1 most influential thought leader in BPM by independent research, Nathaniel is co-author
of a dozen books on innovation and knowledge work, including “Intelligent BPM” (2013),
“How Knowledge Workers Get Things Done” (2012), “Social BPM” (2010), “Mastering the
Unpredictable” (2008), “Excellence in Practice (2007), as well as the “Encyclopedia of Database Systems” (2007) and
“The X-Economy” (2001).
Lloyd Dugan, Chief Architect, Business Process Management, Inc.
One of the world’s leading experts on the use of BPMN based models in Business Architecture
designs and artifacts, Lloyd Dugan is the Chief Architect for Business Process Management, Inc.
(BPMI). With over 25 years of experience in providing IT consulting services to both private and
public sector clients, he has provided defining BPMN modeling, system design, for the Deputy
Chief Management Office (DCMO) of the U.S. Department of Defense (DoD), as well as the
Process Modeling and Design. Center (PMDC) for the Department of Veterans Affairs.
13
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Sponsor and Product Contact Details
Whitestein
Global HQ:
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San Francisco, CA 94105
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Living Systems Technologies
20 Alexander Street, Suite P
Charleston, SC 29401
843-353-4578
www.whitestein.com
[email protected]
iGrafx, LLC
7585 SW Mohawk St, Tualatin, OR 97062
503-404-6050
[email protected]
www.igrafx.com
No Magic, Inc.
700 Central Expwy S. #110
Allen, TX 75013
214-291-9100
http://www.nomagic.com/cameoe2ebridge.html
[email protected]
Trisotech
3100 Cote Vertu B380, Montreal, Qc. H4R 2J8 Canada
514-990-6639
www.trisotech.com
[email protected]
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Object Management Group
109 Highland Avenue, 3rd floor
Needham, MA 02494
781-444-0404
www.omg.org
Email:[email protected]
Future Strategies Inc.
Publishers of unique books on BPM and Workflow
3640-B3 North Federal Highway #421
Lighthouse Point, FL 33064, 954-782-3376
www.FutStrat.com
[email protected]
Product Name:
Bizagi BPM Suite
Company
Bizagi
Company Address:
71 Stevenson Street, Suite 400, San Francisco, California 94105
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857.277.7568
Contact Email:
[email protected]
URL:
www.bizagi.com
Product Overview
Bizagi’s Business Collaboration platform brings IT and Business together by speaking the language of business process. Our BPM Suite supports the complete BPM lifecycle to make continuous improvement a reality.
From design and modeling to automation and execution, Bizagi’s BPM Suite is your alternative to fast and
agile process management.
Our BPM Suite consists of:
Bizagi Process Modeler
Recognized by our community as the most powerful BPMN modeling environment in the market, Bizagi creates a code-free modeling environment where business experts can design, document, execute and evolve
their process model with confidence. Intuitive drag and drop and automatic document generation tools make
this a seamless experience, even without technical knowledge.
Bizagi Studio
Thanks to Bizagi’s “modeling over programming” philosophy, business experts have everything they need to
transform process models into real, running applications and workflows. From defining your data model and UI
to integrating IT assets and everything in between, Bizagi’s in-built wizardry supports you every step of the way.
Bizagi Engine
Deployed on JEE or .NET to fit whatever architecture you have in place, Bizagi Engine executes and controls
the business processes automated by Bizagi Studio. Its “update-once and change-everywhere” philosophy
optimizes the workload up and down your value chain, reducing time and cost. Bizagi’s unique multi-language
portal makes pending activities easy to visualize, monitor process performance and business KPIs.
Company Overview
Bizagi (which stands for business agility) is a privately-owned company run by software entrepreneurs who
are experts in Business Process Management (BPM).
Since 1989, over 350 global customers have selected Bizagi to model and automate their business processes which results in improved operational efficiencies, shorter time to market and business agility. Our
enterprise customers gain significant competitive advantage by using Bizagi’s software to streamline mis15
sion-critical processes (cross-functional, complex and international) as well as mundane daily routines. With
global headquarters in the UK, offices in Europe, USA and Latin America, Bizagi is supported by a strong
implementation partner network worldwide. We stand for:
Bizagi takes care of business processes, so you can take care of your business.
Partnering with you, for long term success.
Speaking the language of business process, Bizagi binds business & IT together.
Markets Served & Representative Customers
Bizagi’s 350+ customers worldwide come from different markets such as Aerospace & Automotive, Banking/
Financial Services, Insurance, Manufacturing/Retail, Healthcare, Energy/Oil & Gas/Mining, Government and
Education. Customers include: adidas, Air France, Mars, GE, Old Mutual, Audi Japan, Prince Sultan Military
Medical City, anida (part of BBVA), Colpensiones, Abengoa, Generali, Santander Bank, and Schneider Electric among many others.
Pricing Structure
Our Process Modeler and Studio are freemium, not trial modules of the Bizagi BPM Suite. If you only
use the Process Modeler or Studio, NO investment is required. Our business model is based on selling
production licenses, to build and execute process applications. Take this opportunity to fully explore our
technology prior making and financial commitment. For detailed pricing options of the Engine please visit
http://www.bizagi.com/en/bpm-suite/bpm-products/engine/pricing
Supported Platforms
Our Modeler is supported on Windows - Windows Server 2008/2003, Windows 7, XP or Vista.
Our Suite corporate editions (Enterprise .NET and Enterprise JEE) are similar in functionality, the only difference is the platform where they execute. This allows you to choose the right platform for your technological
preferences. System requirements for the Enterprise edition:
Enterprise Edition Operating System
Enterprise .NET Edition
Windows Server 2008 R2 / 2008
/ 2003
Windows 8 / Windows 7 / Vista
Web server /
application server
IIS (Microsoft Internet Information
Services)
Enterprise JEE Edition
Unix based OS
Solaris 9 / 10 versions
Red Hat Enterprise Linux 4.0 or 5.x
Ubuntu Server Edition 9.04 or higher
Windows Server 2008 R2 / 2008 / 2003
SP1
Websphere / WebLogic / JBoss
Task Flow Modeling & Process Definition
Bizagi BPMS Suite provides users with an extremely powerful process & workflow based environment to
create business solutions based upon multi-layered business process diagrams.
16
Modeling the process
Modeling the process is the first step in any process automation. It is an iterative and straightforward task to
represent business conditions in a flow diagram, using symbols and shapes. The Modeler enables you to visually diagram, model and document business processes in industry-standard BPMN 2.0 (Business Process
Model Notation). BPMN is a worldwide accepted format for process modeling. You are able to publish high
quality documentation in Word, PDF, SharePoint or Wiki. Processes can be easily imported from and exported
to Visio or XML, and other tools. The modeler’s Intellisense (smart code completion) coupled with its unique
look and feel allows you to quickly and easily map and document, without the delay of validation routines.
Generate process documentation
You can publish your complete documentation in any of the following formats and share with your organization.
• Microsoft Word
• PDF
• Mediawiki
• Web file (opened through a browser)
• Microsoft SharePoint
17
Simulation
Bizagi supports simulation following BPSim (Business Process Simulation) standard that allows enhancement of business process models captured in BPMN to support rigorous methods of analysis. It follows a
four level guide, where each subsequent level incorporates additional information that adds more complexity,
providing a coherent analysis of processes.
http://help.bizagi.com/processmodeler/en/simulation_in_bizagi.htm
By default the Simulation mode will start at Level one, the first time a Simulation is run for the process model.
It is best practice to start simulation at level one, and progress one level at a time. However, it is possible to
move between levels at any time.
Certain options will be available in the context menu of the ribbon according to the level selected. For more
information about these options, please refer to examples for each level.
18
Modeling organization structures
Organization in Bizagi is a feature where you can define the hierarchical structure of your company and the
association between the different people or areas.
Within an Organization you can store all the information related to the organizational structure (company
members and the definition of their characteristics such as Position, Areas & Groups), and in addition the
characteristics that make them unique within a team and allow them to be active members in the Processes
of the applications (characteristics such as Roles, Skills & Geographic Location).
The definition of an organizational structure is vital for task allocation and security management. Allocations
are done based on user properties which are defined in the Organization Module. Likewise, permissions to
create and administrate a Process and its components are granted according to those properties.
19
Templates & Frameworks
Bizagi Process Central provides many free ready-to-use process maps and executable Processes that you can use
to boost the delivery time of your projects. You can customize them to your company’s particular needs.
Complete documentation is provided to understand design principles and how to execute them.
They are complete, ready to use, and supplemented with supporting documentation (Videos, documents, process models, installation guides).
http://help.bizagi.com/bpmsuite/en/process_central.htm
20
Widgets – Customizing the User Interface
Widgets are specialized controls with predefined
properties oriented toward a specific business
requirement. Such properties promote reuse, in
such a way that Widgets can be easily bound to
any business model.
The concept behind a Widget is to be able to
define and develop controls which comply with
a specific structure (powered to support display
in any device) so that these present a custom
behavior which is also model-driven (attachable
to any Process).
You can download ready-made Widgets from the
Bizagi Widget Store for easy inclusion in your
project. The store holds a wide selection that
encompasses the following categories: Charts,
Finance, Social, Maps, Utilities and Media.
Mobility – Model Once, Run Anywhere
Bizagi’s applications run optimally on every mobile device. Our innovative UI supports new devices as they come
to the market. The result is an optimized user experience for each device, which can be easily extended by the user
community while maintaining compatibility.
In Bizagi there is no such thing as a ‘mobile form’, only a single user interface that you design. The complete palette of
interface Widgets are available to any device, including multi-page grids and data tables.
Widgets are intelligent, meaning they know how best to render on every device but can also take advantage of devicespecific features, such as a camera or location services like Google Maps.
Bizagi users don’t have to worry whether their device supports the software. Even the most complex BPM scenarios
can now be handled by end users regardless of whether it’s a notebook, tablet or smartphone; running Android,
BlackBerry or Apple OS.
Mobile interface is clean, modern & extensible to support any modern mobile device
21
User Interfaces & Design Environment
End users access the Bizagi built processes through a portal that works with any web browser. Through the
interactive Work Portal, users have access to all their cases with activities pending. Each pending activity is
represented by a user interface Form that displays its data.
Bizagi Process Wizard: get your entire process up and running – without code
The Process Wizard helps you manage three key areas needed to create your Form design:
• Forms Definition; manages all user interfaces for human activities (manual activities).
• Form Design; provides an intuitive and user-friendly structure to drag and drop the data fields (known as Controls in Bizagi) onto a form and arranges them in any way the Process calls for, without the need of programming.
• The Forms associated with each activity are automatically incorporated into the Process once you save the design.
About the Forms Designer
The Forms Designer is a tool provided by the Suite. Following the what-you-see-is-what-you-get (WYSIWYG) approach, you can build a Form and know exactly how it will display to end users. Additionally you can define complex
validations and perform actions on the information to ensure the content entered by end users is correct and complete. Forms are built using the Data Model defined in the previous step, Data Modeling, of the Process Wizard.
Bizagi Forms Modeler: drag and drop and WYSIWYG make for a great user experience
22
Artifact & Data Repository
Bizagi allows for easy upload of files such as Word processor files, data from spreadsheets, and audio and video
files related to a process. These files will be associated directly to a specific business case. Users can access
and edit them during the execution of the process and track the files at any time. It is important to remember that
in a single attribute many files can be uploaded, and they can contain more information regarding each document, such as Date of Receipt, Date of Revision, whether it has been approved or not, whether it is required, etc.
Since files are part of the case, they must also belong to the business data model that supports the entire application. In order to attach files to a case, a File type attribute must be created in Bizagi’s data model for this reason.
http://help.bizagi.com/bpmsuite/en/file_upload.htm
In addition, Bizagi allows you to generate out-of-the-box documents in Word, Excel or PDF format. Through
the Document Templates feature you can easily define and generate documents containing information related to the Process (e.g. Word, Excel or txt files that can hold and display many different types of content such
as images of various kinds, watermarks, character formatting, tables, formulas etc.). This feature will help you
produce functional, polished business documents that comply with your corporate image and standard.
An intuitive wizard enables these templates to be associated and configured to your exact requirements, in order
to obtain and display specific information designed in the Process data model. Document Templates are stored
as file type attributes that can be downloaded or sent via e-mail at any time during the Process life cycle.
http://help.bizagi.com/bpmsuite/en/document_templates.htm
Bizagi allows documents to be easily managed and reused and offers seamless integration with your existing ECM
23
Documents can be managed either by Bizagi or Bizagi can make use of any existing CMIS-compliant Document Repository. Bizagi offers out-of-the-box support for integration with ECM systems. Documents uploaded
in a process activity are stored by default in the BPM Server.
With ECM integration, you may define your corporate central document repository (ECM system) in Bizagi, so
that the uploaded documents are directly stored there. In execution, end users will only need to attach documents in Process instances in Bizagi, and these will be automatically sent to the ECM. ECM integration offers:
• Upload a document.
• Fill out or update its metadata.
• Check-out the document or undo its check-out.
• Check-in the document.
• Delete the document.
Additionally several operations are available on a document: checkout, update, update file metadata, undo
checkout and delete.
This integration requires that the ECM comply with the CMIS 1.0 (Content Management Interoperability Services) standard. This new standard consists of a generic set of web services that expose the capabilities of the
ECM. This way Bizagi can easily integrate with leading products like: SharePoint, Alfresco, Documentum, etc.
In the event that an organization’s document repository does not support the CMIS standard then the required integration can be achieved through component development.
Reuse – Bizagi’s Virtualized Data Model
Bizagi provides a Virtualized Data Model which allows you to separate the Process Layer from the Data Layer
to promote reuse and supports a clean separation of activities performed by business and those owned by IT.
The central virtualized data model is shared by multiple processes and distributed project teams and enables
developers to retrieve and manipulate data without requiring technical details about how data is formatted or
where it is located.
Bizagi allows a great deal of reuse across your process assets:
Processes – reusable sub process pattern, multiple sub process pattern and transactional sub process pattern
Data Objects – all data objects, including virtualized ones, form part of the underlying ‘shared data model –
being available to any process
Form Templates – Bizagi allows the reuse of a form that contains the same information, for different tasks in the
process, or among different processes that use the same process entity. Forms can be tied directly to data entities
Business Rules – Business rule policies and business vocabularies can be shared across processes, which
makes the modelling process more efficient because policies and expressions that are used frequently in a
project are only created once and then they only need to be associated to the new elements when they are
required.
Business Performance Monitoring & Reporting
Bizagi provides organizations with run-time management indicators that are fully comprehensive and easy to
interpret based on accurate, real time business information. This allows process owners to make agile flow
adjustments and better, more efficient decisions to optimize the performance of business processes.
24
Each report allows users to drill down to each case information, or have a global view of the performance of
processes.
Intuitive reports support the goal of continuous process improvement
Generate your own graphical analysis of reports into and against the system
In addition, aware of the importance of business data analysis, the user has the availability to generate analytical reports with graphic illustrations. Users can access data through personalized inquiries using inquiry forms.
Searches are built according to determined business and/or process criteria, and there is an option to produce
reports with detailed graphics from a wide selection of available options (2D and 3D illustrative elements).
This gives an analytical feel to the results presented in the
tables, grouping them by dimensions and calculating the
functions associated with the measurements, thus offering
an interactive media for surfing and generating reports with
the information produced. Additionally, extra business data
dimensions can be added and filters can be applied to the
results. Any information that you have designed into a Case,
or designed to be captured about the status or running of a
Case (for example the number of quality control checks) can
be drawn upon in producing a chart/report.
These reports can be exported to Excel or saved to the
user’s personal Query folder in the web application.
Extensive display options bring an extra
dimension to your reports – literally.
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Integration
Bizagi has a proven track record in achieving speed, scalability and reducing maintenance costs whether
integrating using web services, Enterprise Application Integration (EAI), messaging systems (e.g. IBM MQ
Series), or direct to database. Bizagi Enterprise Mapping Layer (EML) provides a rich, SOA-based toolkit for
easy and transparent access to any data source, be it a modern application, a database or a legacy system.
Bizagi is the glue between what you have and where you want your business to be.
Our preferred way to connect, the EML layer offer smart SOA-based methods to consume web services
while exposing every process element to an external application. EML acts as an integration hub which
enables seamless, real-time message routing and data transformation logic. Through SOA, Bizagi BPMS
decouples business process from IT infrastructure creating reusable services that can be used in ERP,
CRM, SCM - even another BPMS. In our experience, such broker-driven integration delivers better performance with less effort.
Bizagi’s Component Manager acts as a library of reusable middleware components and ensures fast connectivity with your legacy systems – allowing you enjoy extensible, high-performance and secure integration.
Effective component registration makes business rules easy to retrieve and simple to understand, particularly
helpful in cases where process logic requires complex calculation or processing.
Bizagi’s unique Entity Virtualization provides a simple yet highly efficient way to link with entities across any
data source with no SOA capabilities, regardless of the interface. Its rules are very simple: If the data object
exists within the enterprise, Bizagi connects to it; if it doesn’t, it is created within the Bizagi database. Virtualize
each and every entity to its physical location in the legacy system – then create, store and reuse each time a
change is made. This all takes place without any unnecessary replication. Enjoy even easier access to established applications such as SharePoint, SAP and DB2 using our virtualization classes. Bizagi also connects
to corporate email via SMTP and company directories through LDAP authentication. Bizagi offers established
connectivity tools with many modern applications.
Standards Participation
Recognized by our community of users as the most powerful BPMN modeling environment in the market,
Bizagi lets business experts to design, document, execute and evolve their process model with complete
confidence. By actively participating in OMG committees, we drive BPM standards forward, whether it is
Modeling, Integration or Technology. We support BPMN 2.0, BPSim, XPDL and XPath for Process Modeling; CMIS and SOA standards including SOAP and REST for Integration, as well as LDAP, SMTP, HTML5,
AJAX, JSON and jQuery.
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Product Name:
iGrafx
Company Name:
iGrafx, LLC
Company Address:
7585 SW Mohawk St, Tualatin, OR 97062
Contact Phone:
503-404-6050
Contact Email:
[email protected]
URL:
www.igrafx.com
Product Overview
iGrafx provides process management and analysis solutions that span the scope of business improvement
roles across the enterprise.
iGrafx is an integrated framework of enterprise modeling, process modeling, and process analysis capabilities. The iGrafx platform unites various views of the enterprise into a comprehensive business architecture.
Business Executives can ensure that process improvement programs are aligned with strategic business
objectives, and that they have the business competencies in place to execute on plans. Process Owners
and Methodologists can fulfill business transformation initiatives with powerful modeling and analysis tools. IT can understand and plan for the impact of the business transformation strategy against current processes,
systems & technology. iGrafx enterprise portal facilitates communication of strategy-driven processes throughout the organization, as
well as visibility of process performance to managers and process performers alike, using role-based process
portals and KPIs dashboards. iGrafx collaborative modeling platform also permits process practitioners and
enterprise architects to share and reuse modeling structures for more efficient modeling and analysis. The
powerful analytics engine leverages the data-rich process models for what-if analysis and simulation to identify
bottlenecks and test process improvement ideas risk-free. iGrafx services assist organizations to identify their current state of process maturity, how to best apply business modeling to ensure adoption by cross-functional stakeholders, and how to leverage business modeling
to assist them to achieve operational excellence.
Company Overview
In the beginning (circa 1991), Ken Carraher and Ed Maddock launched a start-up focused on advanced
process management solutions. This collaboration lead to notable advancements in the BPM space, such as
Optima!, the world’s first interactive graphical business process simulation tool.
A couple of mergers and a corporate spin-out later, iGrafx is now an international private company with a
mission to help businesses become more competitive by achieving enterprise-wide operational excellence.
No other vendor offers a unified, collaborative platform that crosses enterprise, business and process architecture with analytics capabilities as comprehensive as iGrafx. Our ability to model how processes affect
the entire organization, providing intelligent decision making capabilities at the strategic executive, process
practitioner, and IT level, is unique.
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iGrafx enjoys success in multiple vertical markets, particularly Financial Services including Banking, Insurance,
Lending and Investment Banking.
For over two decades, iGrafx has helped Financial Services Organizations to achieve goals such as:
• Re-engineer processes to meet the changing needs of customers
• Optimize business processes and resources for reduced cost and greater efficiency
• Ensure operations and improvement programs are aligned with business strategy
• Comply with regulations for enterprise-wide accountability and process transparency
• Manage and reduce the risks associated with organizational process change
• Measure and monitor the effectiveness of end-to-end processes
Here are just a few of the financial service organizations throughout the world iGrafx has supported in their
pursuit of process excellence:
• Bank of Montreal
• Blue Cross Blue Shield
• Charles Schwab
• Fidelity
• International Finance Corporation
• Liberty Mutual
• Pershing, Bank of New York
• Royal Bank of Canada
• USAA
• Wells Fargo
We serve both customers that are in early stages of process improvement programs, as well as those that
have an integrated culture of process improvement in the organization. A key differentiator of iGrafx, stratified
capabilities within our solution are adapted to companies that are in the beginning stages of process maturity;
our customers benefit from an easy to learn toolset that will scale up in functionality as their process program
becomes more sophisticated.
Contact iGrafx for reference accounts in specific industries.
Pricing Structure
iGrafx provides the following licensing options:
1. Perpetual with maintenance
2. Perpetual with upgrades
3. Term licenses
4. Cloud subscription licenses
Since the iGrafx platform is modular, pricing will depend on the type of functionality required, rather than obliging a “one-size fits all” approach.
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Supported Platforms
iGrafx is available as both a hosted solution (cloud) and on premise. iGrafx is a Microsoft Partner, and our applications are based on Microsoft technology. On premise deployment in a client-server environment requires
Windows Servers with SQL Server or Oracle databases and Windows desktop operating systems. Software
support through the web or mobile devices is provided through HTML5 or Java.
iGrafx supports modeling information and business events at the conceptual, logical, and physical level. Conceptual models typically document flows initiated by external agents (e.g. customers) that flow through business processes and activities and then back to the external agent. The equivalent logical flow displays the
information objects (e.g. electronic invoice) and how they travel between resources such as IT systems. The
correlated flows are aligned via the central repository. Graphically, iGrafx supports all the BPMN 2.0 elements
necessary to describe these flows.
In addition, iGrafx provides an extended set of BPMN compatible Task Types and Artifacts to allow modeling
beyond standard business flows - increasing precision in describing how your business interacts with applications, data and technology. With these objects, iGrafx enables:
A. Business Modeling (business objects, business rules (ruleset), Rule Flow, Decision Table, reporting, mapping, notification, service, service flow as well as Uncontrolled Merge)
B.Service Modeling (service, service flow, Automated Service, business objects, Information Object, business rules (ruleset), Rule script, Flow Ruleset, Rule Flow, reporting, mapping, notification)
C.Application Modeling (Automated Activity, Automated Service, Flow service, Rule script, Flow Ruleset,
mapping, notification, Reporting)
D.Information Modeling (business objects, Automated Activity, Automated Service, Flow service, Data Object, mapping, notification, Reporting, Reporting Flow, Measurement Flow, Rule script, Rule Flow)
E. Data Modeling (Data Object, Automated Service, Flow service, mapping, notification, Reporting, Reporting
Flow, Measurement Flow, Rule script, Rule Flow,)
iGrafx BPMN (and ad-hoc process models) can be simulated and benefit from integration with leading statistical analysis tools. The simulation capabilities provide multiple statistics for multi-process performance analysis
including cycle time and bottleneck (queue) analysis. “As Is” and benchmark process scenarios can be easily
compared to “What If” and proposed process solutions with simulation results displayed side-by-side for easy
analysis. All iGrafx clients include value stream mapping with automatic timelines, work balancing graphs,
and statistical tools for Takt Time, inventory, and Value Added analysis. In addition, the Critical Path Analyzer
included with iGrafx Process for Six Sigma, provides path analysis of any desired metric including cycle times,
costs, and queues.
Process Methodologists, specifically Lean and Six Sigma practitioners are well served to support their methodologies with diagram and spreadsheet tools for SIPOC, Pick Chart, Cause and Effect, FMEA, Prioritization
Matrix, Layout, and EVSM analysis. To facilitate Lean techniques, the iGrafx Value Stream Map (VSM) capabilities automatically generate Timelines and Work Balancing Graphs based on VSM process metrics.
iGrafx business modeling capabilities are geared towards users in the line of business or Process Center of
Excellence to capture information about Strategies and Goals, Requirements, Resource Structures and Processes, at a higher level of detail. From the strategy model, business executives can monitor measurements
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of achievability. Aligning the process landscape and improvement projects to the company’s objectives aides
in decision making and support that projects are on the right focus. Processes map to business requirements
and rules to control the behavior of the business to make sure that all compliance initiatives are being met.
Technical, functional and financial requirement mapping also provide key information to drive process decisions. Risk and Compliance Managers can use catalogs of risks and risk templates to set value limits for
business activities to guide how stay within acceptable boundaries. By modeling organizational structures
and roles, one can understand who is responsible, accountable, informed, and consulted (RACI) for different
activities that impact operations. Including IT architecture resources such as applications, systems and equipment allows for identifying impactful relationships and planning how IT can best support the business.
iGrafx offers various kind of templates:
For process modeling and analysis, we provide a number of templates for creating BPMN diagrams, Value
Stream Maps, Cause and Effect Diagrams, FMEA, SIPOC, Pick Charts, Prioritization Matrices, etc. These templates can also be customized to corporate standards to ensure document consistency across departments.
Modeling and analysis templates are provided out of the box as part of the iGrafx modeling client application.
For business modeling, we provide optional accelerators for modeling process landscapes (aka frameworks.)
iGrafx Accelerators enable Enterprise Architects to define enterprise models more quickly by leveraging published enterprise frameworks as a starting point. Optional Accelerators include the AQPC Process Classification Framework Accelerator (available in a specific Banking version) and the Business Process Transformation
Framework Accelerator (supports the Value Chain Group’s BPTF).
User Interfaces & Forms
iGrafx provides BPM workflow capabilities allowing process owners to design business processes and assign task-based rules without extra help from IT. Additionally, BPMN processes designed in iGrafx can be
executed in other environments. Utilizing BPMN and leveraging iGrafx’s import/export capabilities, particularly
support for the BPMN XML interchange format and XPDL, process models can be seamlessly interchanged
between iGrafx’s BPA solution and complementary BPMSs utilized to automate certain processes governing
an organization’s operations.
Data & Documents
iGrafx repository-based platform facilitates real-time access of pertinent documentation by authorized individuals via web browser and client software. Configuration management and concurrency features enable large
team work activities. Stakeholders can also annotate models and review, approve, and endorse cycles via
web or client. Notifications related to lifecycle management of the enterprise model are automatically communicated to responsible or subscribed individuals according to lifecycle rules. iGrafx’s centralized document
repository can be fully searched across all objects in the repository.
The iGrafx repository is also the central storage point for objects that represent various components of the
enterprise: strategies and goals, requirements, organization structure (human resources, systems and hardscapes) processes (levels 1-5), risks and controls, measurements (KPIs and PPIs), master data and interfaces. The metamodel of objects and relationships allows for a single source of truth and reusable objects for
consistency across departments and global organizations, while still supporting local process variants.
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Key Performance Indicators are layered over an existing BPM model defined in iGrafx. The strategies, goals
and associated measurements created in enterprise modeling activities become the structure by which performance metrics are driven, allowing prioritization of projects based on strategic focus. Business capabilities
can be specified in the Strategy section of the enterprise model and include business objectives, critical
success factors, value drivers and value expectations. Business outcomes are also linked to the central enterprise model and illustrated by iGrafx Performance Central to monitor performance drivers, business issues, KPIs (e.g. financial and operational) and process performance (e.g. time, quality, and efficiency). iGrafx
Performance Scorecards display Key Performance Indicators in a hierarchical view corresponding to your
organization’s strategy, goals and objectives. With at-a-glance Traffic Light Roll Up capabilities, aggregated
indicators reveal appropriate detail as you traverse the hierarchy. Anyone in the company with access to the
iGrafx collaboration web portals can monitor process performance from their desk or mobile devices. Personalized dashboards keep executives and process owners aware of critical information in real time. Summary
charts pinpoint the right type of information at the appropriate level of detail for different roles in the organization. iGrafx provides users the ability to tailor dashboards to their needs while maintaining a consistent design
across the organization. KPIs can be collected from a virtually unlimited size and quantity of data sources,
accessing measurements the moment they are stored. Utilize your authentication mechanism of choice, e.g.,
LDAP, Kerberos, Smart Card, etc. and restrict access to sensitive data.
Integration
iGrafx shares information with other systems used in the organization in a variety of ways:
To leverage process models from external sources, users link model data fields to any ODBC compliant database. In addition, XPDL, BPMNXML, IGXML and Visio files may be opened and imported directly to iGrafx
models. OLE based linking of MS Office documents, presentations, and spreadsheets allow embedding or
live linking and cross navigation between models and Office artefacts.
Database-based process landscapes can be shared with iGrafx through import/export capabilities. In addition, Enterprise Modeler includes a bi-directional interface with Microsoft Project to integrate project and
program information between the two tools.
iGrafx integrates seamlessly with SAP Solution Manager to enable business and IT stakeholders to manage
and define SAP® implementation requirements as aligned with the larger enterprise perspective. iGrafx for
SAP integrates with SAP Solution Manager to perform bi-directional synchronization with SAP Blueprints and
iGrafx enterprise and process models.
With the integration between iGrafx and Microsoft® SharePoint®, visibility of processes is expanded across
the organization and avoids duplication of information. Finding iGrafx documents from a SharePoint server
searches raises awareness of critical process information by leveraging an existing corporate information
portal. Including supporting documentation from SharePoint from inside iGrafx diagrams using intelligent links
makes sure that information pertaining to process is captured and accessible in-context, without duplicating
documents.
iGrafx has been involved in the OMG and development of BPMN; iGrafx products currently support BPMN
2.0 and XPDL for modeling notation and interoperability with other modeling or execution systems.
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Product Name: Cameo E2E Bridge
Company Name: No Magic, Inc.
Company Address: 700 Central Expwy S. #110 Allen, TX 75013
Contact Phone: 214-291-9100
Contact email: [email protected]
Contact URL: http://www.nomagic.com/cameoe2ebridge.html
Product Overview
The Cameo E2E Bridge is a powerful integration platform to connect processes with applications, bridging
the communication gap between Business, IT and Operations through the use of executable models, not
code. Using standard BPMN and UML models provides a common language enabling all stakeholders to
understand and agree upon the integration process. Based on the concept of “Direct Model Execution”, companies now have a single source of truth, because the specification is at the same time the production system.
Once you are done with the specification, you are done! This provides tremendous operational benefits.
The typical result of a Bridge implementation is better stakeholder communication and drastic reductions
in time towards future integration as well as significant cost reduction for maintaining legacy systems. The
Bridge’s use of executable modes for a native language provides a higher level of transparency because the
code equals the documentation.
Our ideal client is typically the CIO, Enterprise Architect, Application Development or even a business manager like a CFO or CMO. More important than a title, is a decision maker who is struggling with business
process stagnation, time to market new ideas and/or the rising costs of maintaining integration points.
Company Overview
Established in July, 1995, No Magic was founded with the single vision that there is “no magic” to developing
better software. Company leadership believes investing in rigorous staff training and in a disciplined software
development process are key factors in enabling company success. For nearly 20 years, No Magic has been
a leader in standards based object-oriented programming and has grown organically to now support over 190
employees with offices in the US, Lithuania and Thailand.
In 1998, we completed our first integration project using the Cameo E2E Bridge for the merger of the Union
Bank of Switzerland and the Swiss Bank Corp. retail platforms with back office systems. Applying a revolutionary approach of executable models using standard BPMN2.0 and UML the project was successfully
completed in 9 months, fully documented and re-used existing IT components. The Bridge is the realization of
agile model driven development.
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The Cameo E2E Bridge has served a wide range of major verticals and industries. Originating in the banking
sector to be used as a workflow and integration platform with the UBS merger in 1998; the Bridge has grown
since then with over 300 implementations globally. In addition to Banking, the Bridge has grown to support
a diverse range of industries such as retail, manufacturing, energy, publishing and telecommunications. We
have included two client examples below:
Intrum Justitia, Europe’s leading credit management services (CMS) group used the Bridge to decouple and
document their business logic, data and documentation resulting in ReCash being a competitive advantage.
Nikon uses the Cameo E2E Bridge to connect and unify the integration and process workflows connecting
Nikon’s web store to its thousands of suppliers across 35 countries. We chose this example to show how
even in different industries the challenge is similar for BPM.
Pricing Structure
The E2E Bridge offers a dual pricing model, depending on a company’s preference for CAPEX or OPEX. If an
investment case mandates the use of the Bridge as a Process Integration Platform, typical pricing scenarios
will scale with the infrastructure in use to support an initiative. If subscription is preferred that increases with
usage, this is provided as a pricing option as well, with payment scaling according to the number of integration
processes used in production.
Training is provided hands on during implementation, with the goal of providing self-sufficiency after a minimal
amount of time
Supported Platforms
The Cameo E2E Bridge is designed to run on a variety of operating systems. As of Cameo E2E Bridge 6, only
64 bit operating systems are supported. Supported operating systems include:
• Windows®
• Linux
• Solaris
• AIX
The Bridge architecture is designed for heterogeneous application environments supporting integrations with
Java, C++, .Net, REST, SOAP, SQL and many more. It is certified by SAP, Oracle and Microsoft. The Bridges
Run-Time requires a minimum of 512 MB RAM and 1 GHz or higher CPU. The installation of the Bridge needs
less than 500 MB of free disk space.
Using models rather than code fosters better communication between business, IT and operations and results
in a truly shared understanding of processes. The first step in the process is outlining the business process/
work flow with standard BPMN (Business Process Modeling Notation). BPMN is the most recognized standard used by business users for an end-to-end business process modeling. This first step is critical as it enables Business, IT and Operations to have a shared understanding of the process that will be implemented.
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A process is an ordered set of activities performed within a company or organization. In BPMN, a process is
depicted as a network of Flow Objects. Flow objects are a set of activities and control nodes. They are the
main objects expressing the semantics of a process model and are represented by Events, Gateways and
Activities (Tasks, Sub-Processes). BPMN is also used to describe organizational roles and relationships, and
within MagicDraw the ability to set milestones and goals is present.
In a process context, a BPMN Task is an atomic activity, but executing a task implies in general the following
steps:
• Starting the activity (e.g. by sending an e-mail)
• Waiting for the end of the activity
• Handling the event (signal, message, etc.) that signifies the end of the activity.
We map the BPMN specification directly to an UML state machine because the entry action, wait duration
and signal reception of UML states correspond directly to the steps of a BPMN task as explained above.
Additionally, mapping BPMN tasks to UML states enables the process implementer to adapt the state engine
to technical constraints given by the environment.
Example of a loan approval process being developed in the Bridge with BPMN before it is mapped directly
to UML
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Since BPMN processes and pools can communicate with other BPMN processes and pools via messages
only, pools and processes are mapped to UML state machine instances that interact via UML signals only.
The same BPMN process mapped to UML to begin data architecture mapping and execution
Users can generate and automatically run all test cases from the Bridge. Documentation can be created simply in variety of formats to be shared and stored with our report wizard. Since the model is always a reflection
of the running system the documentation is never out of sync with the code.
The result is a BPM and integration solution that will require less time and can be maintained through one
source of truth via the model. Since the architecture can be learned by a business analyst or novice programmer the typical Bridge implementation frees valuable development resources needed for new innovative projects needed to keep pace in today’s business environment.
E2E Builder includes modeling templates for all standards including UML, BPMN, SysML, UPDM, and other
frameworks such as Zachman and TOGAF. BPMN and UML are included with the base package; other frameworks/templates are available as plugin modules. Zachman and TOGAF are free while all others are billable.
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E2E User Interfaces enable developers working with the Cameo E2E Bridge to model and integrate simple, web
based user interfaces. Typical use cases are administration interfaces for Composite Services or user interfaces
for interacting with processes – especially if they are modeled in the Cameo E2E Bridge using BPMN.
An example of the UI development process within the Bridge
Use of the Cameo E2E Importer enables creation of a ready-to-run web application the way it was designed in
the functional Magic Draw prototype. The only steps that requiring more work are the implementation of backend services and fine tuning of the user interface design, if needed. From a best practice point of view, using
the Magic Draw Prototype Importer is the fastest and easiest way for creating web applications. Nevertheless,
it is important to know what lies behind the generated framework and for this reason there is a walkthrough
tutorial which goes step by step through a manual development process.
Data & Documents
Service based integration maximizes the reuse of existing IT components by modeling your existing IT infrastructure. They can be imported in either of two forms:
1. Using the WSDL Importer, existing Web Services presented by external applications can be automatically
transformed into UML models, which would be available for further integration efforts and tasks.
2. The Importer for SAP IDoc™ permits the direct importing of IDoc interface descriptions from SAP into the
modeling environment, proposing automatically generated descriptions in UML to further the use of service
models.
In situations where one of these two variants cannot automatically import existing data or applications any
XMI compliant modeling environment can create and manage new Integration services, without the need for
programming.
By utilizing BPMN to describe the workflow and creating UIs in UML, document management and workflow
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can be modified and integrated rapidly. Using the Cameo E2E Interceptor, pre or post rules can be put in
place to check for document accuracy and validity, and re-routed for human review. Using a model based
approach also allows for the easy addition of security features into a critical process.
Process Rules and Architecture
The Cameo E2E Bridge consists of three independent modules The modules are: Cameo E2E Builder,
Cameo E2E Runtime, and Web based Cameo E2E Console
Cameo E2E Builder
The Cameo E2E Builder, a Java plugin for XMI capable UML modeling environments is the developer environment. Features include:
• Import capabilities for WSDL, SAP IDoc, etc…
• Generate optimized integration models using the Cameo E2E Model Transformer
• Mechanisms to auto-generate test cases
• Automatic deployment and installation of the Integration Services
Using the Cameo E2E Builder is straightforward for a developer with average UML experience: all Cameo
E2E Bridge specific functions are simply extensions to already familiar modeling environments.
Cameo E2E Runtime
The Cameo E2E Run-Time Module – The actual Cameo E2E Bridge – is the core of Cameo E2E’s integration
machinery. The three components of the Run-Time module are summarized below and are covered in greater
detail in the next sections.
• Bridge Frontend with server functionalities via HTTP/S, SOAP, REST, SAP, RFC, etc.
• Bridge Backend with various system-specific adapters for a great variety of back-end systems and applications
• Bridge Kernel with its Repository for model based Services
Cameo E2E Console
The Web based Cameo E2E Console is a browser component that controls the deployment and use of integration services and can be used in a decentralized fashion.
Run-Time Architecture
The Cameo E2E Bridge uses a high performance Runtime Repository for UML, demonstrated to be a highly
effective and scalable method for integration, with respect to transactional throughput. Direct comparison
with the Application Server based integration has proven that the transaction throughput of the Cameo E2E
Bridge using comparable server infrastructure is many orders of magnitude greater. A Runtime Repository is a
directory of plugin zip files. These can be assembled into different modules for an Application Server. Runtime
Repositories can interact with the running Application Server.
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Image of the Cameo Bridge E2E Runtime Architecture
Run-Time Monitoring & Maintenance
Based on the complete service description in the form of a model, the user of the Cameo E2E Bridge can
automatically produce generated test cases for service calls. Users can store these test cases in a database,
populate them with test data and execute these tests automatically.
In order to test the overall performance and scalability of an integration scenario, many organizations invest
heavily in the setup of complex stress test scenarios. Users of the Bridge obtain the ability to initiate complex
stress tests which is built into the platform.
Graphical debugging: Error analysis is based on UML Trace from Runtime Environment. A key functionality
of the Cameo E2E Runtime Environment returns the effectively executed data streams and their performance
profile back to the modeling environment in the form of UML models. The Bridge also allows you to test all
operations on the fly via SOAP and to work with any back ends (e.g. databases, Web Services, etc.).
The E2E Trace Analyzer is the interface to the trace feature. With the Trace Analyzer you can test
• each operation defined on a port type of an xUML service
• class operations of a class that is marked as to be testable
The test data can be collected synchronously or asynchronously. Within the Bridge, is the Trace Analyzer tool
that enables effective root cause analysis in distributed environments, automatic test case generation with
monitoring and analysis of production.
Apart from the actual business functionality, any information system covers non-functional aspects to guarantee its proper application. Such non-functional aspects include security, in terms of who can do what
and when, technical aspects, such as scalability and performance management, but also business relevant
aspects, e.g. the extraction of key performance indicators, micro-billing or the safe handling of transactions.
In traditional information systems, functional and non-functional elements are often mixed, making it difficult
to change either during change management, causing frustration and unnecessary additional cost. In order
to remedy this problem, the Bridge introduces a powerful concept that allows permanent separation of functional and non-functional aspects.
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The Bridge offers this separation using a transparent interceptor approach (see image below). As a result,
administration can change security policies at any time without impacting the functional side of the information
system.
Separation of concerns using an interceptor approach
In combination with direct model execution, this interceptor approach represents a powerful framework for
policy management. Since compliance relevant aspects are executed as modeled, their separation from
functional elements dramatically simplifies external audits. Furthermore, isolating all non-functional aspects
into their own realm also reduces ramifications on functional development. Integration
Models play an important role in the description of complex scenarios and are used extensively in the development of information systems. They are well suited to serve as a communication vehicle between collaborating individuals of different professions – a visual “lingua franca” that offers a common basis of understanding. They convey information more effectively than code which can only be understood by developers.
Effective use of models for interdisciplinary communication is therefore an essential ingredient to involve all
stakeholders in the continued evolution of information systems.
It is established practice to use models during process analysis, for high-level design of information systems,
as well as description of data structures and their interrelations. The Bridge expands on the traditional use
of models by using them throughout the entire lifecycle from specification to operational use to describe:
• Processes, user interfaces, services, data, roles and access rights
• Workflows, business logic, service composition and orchestration
• Semantic transformation of metadata between applications
• System landscape specification and infrastructure configurations
• Testing, root cause analysis, profiling and transaction monitoring
Using models to describe all aspects of information systems from specification to operations, the Bridge
effectively removes the tool gaps along the lifecycle which are known from more traditional development environments.
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An example of process integration between SAP and Salesforce.com
With over 100 plus adapters and growing the number of heterogeneous systems that can be integrated rapidly is expanding with each new project.
A sample list of the adapters available “out of the box”
MagicDraw also offers an Inter-op plugin for model to model transformations and the ability to create new
ones with our Cameo Workbench. This protects our client’s investments with other vendor tools and allows
them flexibility to model in the way that fits their goals.
Description of the development lifecycle and all architectural components in the form of executable models
permits for a radically simple design choice: one single tool – the Bridge – to go from specification to production, covering all aspects of integrating systems, processes and user interfaces.
No Magic offers the most standards-compliant integrated business modeling, architecture and Model-Based
Systems Engineering (MBSE) tool chain in the industry. The company is a standards-driven software provider
of model driven enterprise solutions based on Object Management Group (OMG) standards such as Unified Modeling Language (UML) Systems Modeling Language (SysML), Unified Profile for DoDAF/MODAF
(UPDM), Service oriented architecture modeling language (SoaML), and Business Process Model and Notation (BPMN). In addition, the Cameo E2E Bridge is ISO 25001 Certified.
No Magic’s Cameo®Suite of solutions supports the full enterprise application lifecycle from business requirements/planning through and including final testing with award-winning OMG standards-compliant products
that efficiently model organizational structures, business processes, applications, information and technology.
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Product Name:
Trisotech BPM Solution Portfolio
Company Name:
Trisotech
Company Address:
3100 Cote Vertu B380 Montreal, Qc. H4R 2J8 Canada
Contact Phone:
514-990-6639 x444
Contact Email:
[email protected]
URL:www.trisotech.com
Product Overview
The Trisotech BPM Solution Portfolio is an integrated set of knowledge resources and software applications
ensuring success in the early stages of any process improvement endeavor. The Trisotech BPM solution
Portfolio focusses on the Human side of Business Process Management (BPM). It offers an exhaustive set
of learning resources to increase the BPM maturity of your organization along with an intuitive, simple to use,
collection of software applications to enable Process Discovery, Process Modeling and Process Analysis.
The Trisotech BPM Solution Portfolio is independent of your current organization’s BPM maturity or process
improvement methodology. It complements any currently deployed BPM technology by supporting all leading
BPM interchange standards. By developing the competencies of your organization and decreasing the complexity of the BPM toolset, the Trisotech BPM Solution Portfolio makes process improvement accessible to all
business participants of your organization, not just the process and technology experts.
The Trisotech BPM Solution Portfolio enables cloud flexibility and agility. All solutions are accessible on the
cloud, or can be delivered on a managed cloud deployed on premise behind corporate firewalls. A shared
cloud based repository provides centralized visibility in a socially aware collaboration environment that ensures engagement everywhere anytime. The Trisotech BPM Solution Portfolio enables design by doers, learn
by doing, social creation and publishing, in a uniform, intuitive and simple user experience.
Company Overview
Founded in 1996, Trisotech is a privately held Information Technology company based in Montreal, Canada.
Trisotech is focused on delivering Agile Services and Solutions aligned with Business Priorities on a simpler
Technological Environment. Trisotech is recognized as the BPM standard reference. For more than 10 years,
Trisotech has been actively involved in the BPM market. Trisotech is committed to open standards and has
actively participated in the development and creation of the current leading standards such as BPMN, XPDL,
CMMN and BPSim. Trisotech’s vision is to enable business transformation and innovation via processes by
increasing the BPM maturity of your complete organization and decreasing the complexity of the BPM toolkit.
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Trisotech provides Software Consulting Services and Business Process Management (BPM) Solutions globally. Trisotech solutions are actively used in more than 195 countries and regions around the world. The Trisotech BPM Solution Portfolio enjoys success in almost every vertical industry (Finance, Manufacturing, Healthcare, Transport, Aerospace, Government, Mining, …) and across most horizontal business functions and is
yet industry vertical and function horizontal agnostic. The Trisotech BPM Solution Portfolio provides solutions
that are adapted to everyone in your organization from the BPM novice to the BPM experts. Trisotech solutions enable companies that are in early stages of process improvement as well as those that showcase an
advanced process maturity level.
Pricing Structure
Trisotech offers Software as a Service (SaaS) based on a yearly subscription model. Thus any acquisition of
Trisotech BPM Solution Portfolio is an operational expense (OPEX) rather than a capital expense (CAPEX).
The Trisotech BPM Solution Portfolio is available for organizations of all sizes as an Enterprise Server Edition
(ESE). The Enterprise Server Edition (ESE) includes all Trisotech BPM solutions and can either be deployed
on premise behind the corporate firewall or in a private cloud. Some components of the Trisotech BPM Solution Portfolio are also available for individuals on a yearly subscription basis on the public cloud. The Enterprise Server Edition (ESE) includes additional solutions that are not available in the Individual Cloud Version.
The Enterprise Server Edition (ESE) additional solutions include:
• Change Readiness Assessment, make sure your organization is ready to start a BPM endeavor
• Team Collaboration, store and share you process with your team
• BPMN Process Animator, learn about the dynamic behavior of your process and socialize it using engaging multimedia content
The Enterprise Server Edition (ESE) is available as SAAS on a yearly subscription and pricing varies with the
volume of Client Access Licenses (CAL) purchased and the deployment options. Prices vary from $1440 to
$270 per CAL.
The yearly subscriptions pricing of the individual solution is as follows:
Individual Cloud Version
Pricing (per user/per year)
Discovery Accelerator
www.DiscoveryAccelerator.com
$360
BPMN Modeling
www.BPMNVisioModeler.com
www.BPMNWebModeler.com
$360
CMMN Modeling
www.CMMNWebModeler.com
$360
Business Process eLearning
www.BusinessProcess101.com
$1120
BPMN 2.0 eLearning
www.BPMN101.com
$580
OCEB Certification eLearning
www.OCEB101.com
$1120
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Supported Platforms
The Trisotech BPM Solution Portfolio can be deployed on the cloud or on premise (behind the firewall).
For cloud deployments, a simple access to the internet is required and a web browser that supports HTML5.
The Trisotech BPM Solution Portfolio Enterprise Server Edition (ESE) requires the installation of software
behind the corporate firewall. Trisotech is a Microsoft Partner and the ESE can be deployed on a Microsoft
Server Operating System (virtualized or physical). It requires a Java 7 and PHP 5.3 runtime and optionally a
Microsoft Visio 2010 license.
The Trisotech BPM Solution Portfolio is targeted to different user in the business.
ADAPT
Trisotech BPM Solution Portfolio offers the ideal solution to ADAPT your business to your always evolving
context and market. For Trisotech, to ADAPT is to:
• Assess
Gain the understanding you need to make sure your organization is ready to make your change
successful by understanding the readiness of your organization to accept change.
• Define
Discover the “who, what, where, when and why” of how “things are done in your organization.
Model your process using internationally recognized standards by either prescribing how things are done
using the Business Process Model and Notation (BPMN 2.0) or by describing what should be done by
using Case Management Model and Notation (CMMN 1.0).
• Analyze
Capture key information about your activities that are significant to your Process Improvement
Methodology (e.g. time, cost, value and quality) like Lean, 6Sigma and TQM.
Simulate different scenarios to find the best outcomes.
Animate your process to better understand their dynamic behaviors.
• Prepare
Deploy consistent business process management knowledge throughout the organization with learning
material that is adapted to each stakeholder.
• Transform
Socialize your process clearly to your entire organization using supporting multimedia elements.
Assess
The changes required to undertake a BPM effort are more than often underestimated in organizations. Using
Trisotech Change Readiness Assessment tool, it is possible to obtain a snapshot of your readiness for change
from various dimensions. Segment your organization in groups and have them complete a simple but focused
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readiness for change assessment questionnaire. From the gathered data, it becomes very easy to identify the
gaps and derive trends in the existing situation. Potential change leaders/champions can also be easily identified. It is possible to repeat the exercise over time to keep track of the evolution of your organization.
Define
The Trisotech BPM Solution Portfolio makes process discovery and design accessible to all business participants of your organization, not just the process and technology experts.
Process Discovery
The Discovery Accelerator (www.DiscoveryAccelerator.com) was designed with users of all levels of sophistication in mind. A very simple and intuitive interface based on drag and drop and document highlighting
allows everyone and anyone to participate in the initial discovery efforts of your organization. With the Discovery Accelerator, you can efficiently capture the “who, what, where, when and why” of how “things are
done” in your organization providing an ideal baseline to your process documentation or improvement efforts.
Facilitated Discovery Session Discovery from existing documentation
During facilitated discovery sessions, a facilitator can work with multiple subject matter experts (SMEs) to
identify and capture different activities, actors, events, artifacts, system, goals and their interrelations. Alternatively, existing legacy documentation within your organization can be re-used for the same purpose. Discovery
and identification is achieved by simply highlighting elements of interest in the text and tagging them, to then
be reorganized, renamed and interrelated. Both approaches can be combined to better refine and ensure
completeness of the discovery.
The results of this identification and discovery can be exported for further modeling and analysis using Trisotech Modeling solutions. Trisotech being the BPM open standard provider of choice, exporting via leading
industry standards such as BPMN, XPDL, and CMMN is also available.
You can alternatively communicate the results of your discovery by publishing detailed hyperlinked reporting in
Microsoft Word or HTML format, or involve your Enterprise Architecture team using the UML export.
Process Modeling
The Trisotech BPM Solution Portfolio contains two modeling solutions. You can either “prescribe” how things
are done using Trisotech BPMN Visio Modeler and Trisotech BPMN Web Modeler, or, you can “describe”
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what can be done using Trisotech CMMN Web Modeler. Whether you want to model the control flow of your
process or take a data centric approach, our modelers are designed to let you easily and intuitively create your
diagrams and models.
BPMN Modeler (Visio or Web)
CMMN Modeler (Web)
All Trisotech modeling products (BPMN, CMMN) provide a familiar Visio style interface making them intuitive
and ensuring that as many people as possible can contribute to the diagramming and modeling effort. Designed with simplicity and usability first in mind, these full-featured diagramming and modeling tools yet remain
very powerful and provide experts with the needed expressiveness.
The Trisotech BPMN Modeling solution is available on two platforms. As a Microsoft Visio Add-in (www.
BPMNVisioModeler.com) or as a web based solution that can be accessed via any modern web browser
(www.BPMNWebModeler.com). Both BPMN Modelers integrates a next generation validation that not only
highlights your mistakes but also suggest just in time eLearning courses accessible directly from the tool to
help you understand and correct your mistakes.
Analyze
Process Simulation
The ability to analyze and select amongst multiple alternative process
options is supported by the Trisotech BPSim open standard
implementation. True to its commitment of simplifying process
improvement, Trisotech BPSim implementation offers pre-configured
quick process behavior analysis scenarios for novice users. With a
simple one-click push of a button the tool can either tell you: how often
activities will occur, whether certain activities will fail to be used, or
how many time each end states will get reached.
For users with business process simulation experience, the Trisotech BPSim implementation provides a
full-featured interface to precisely configure the Time, Control, Resource, Priority, Cost and Property parameters of the business process being analyzed. The Trisotech BPSim implementation integrates the L-SIM
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BPMN 2.0 simulator from Lanner, the world leader in process simulation.
Process Animation
The BPMN Process Animator functionality of the BPMN Web modeler is the ideal tool to analyze the dynamic
behavior of a BPMN process. By using it, you can visually make sure that what is drawn in your BPMN model
has the behavior you think it has. Simply press play on your diagram and see it come to life leaving you in
complete control to decide the outcome of every runs.
Process Improvement
The Discovery Accelerator (www.DiscoveryAccelerator.com) can capture the metrics that are required for business improvement methodologies like Lean, Six Sigma, and TQM. Capture activities time, cost,
value, and quality parameters at any desired abstraction level and then
generate revealing graphics to guide your analysis and improvement of
the discovered processes.
Prepare
An organization is a complex system of People, Process and Technology. To be successful a business transformation or process improvement must involve all three dimensions. Contemporary BPM solutions focus on
Process and Technology. Trisotech vision is not only to decrease the complexity of the BPM toolkit, but also
increase the BPM maturity of your complete organization.
In order to develop the BPM competencies of your organization, the Trisotech BPM Solution Portfolio also
include a complete eLearning curriculum. All the fundamentals of Business Process Management (www.BusinessProcess101.com) are available via 18 eLearning modules covering topics ranging from quality management, to process modeling and analysis, governance frameworks to business maturity models. BPMN training
is also available (www.BPMN101.com) via 26 modules detailing each BPMN elements, their meaning and
behavior. A special assembly of modules also covers the required preparation for the OMG Certified Expert
in BPM (OCEB) (www.OCEB101.com).
From the available eLearning offering, a tailored training program can be assembled for
the various stakeholder groups based in their
level of participation in the business transformation or process improvement effort. The
resulting training program provides a consistent message throughout the organization
that: is adapted to each stakeholder needs
(no more, no less), is self-paced, is available
any location any time, is easily managed.
Transform
Communicating clearly business process and their changes to your organization can be achieved using a few
clicks using the BPMN Process Animator. Attach virtually any type of multimedia content to business process
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elements to make sure that everyone knows what to do in all process situations.
These multimedia enabled processes can then be published to a central repository to let people in the organization assimilate changes at their own pace. Using this engaging way of publishing processes encourage
everyone to participate and contribute to the business process improvement effort.
Repository of Data & Documents
The Trisotech BPM Solution Portfolio includes a repository that facilitates real-time access of pertinent process related information, diagrams and models by authorized individuals. The global repository offers personal
and group repositories where trusted colleagues can be invited and their access rights be managed. The
repository provides transparent round –trip access to diagrams and models via the Visio edition and the Web
edition of our modelers.
Models created using any products from the Trisotech BPM Solution Portfolio can be exported using international execution standards: BPMN, XPDL, CMMN and BPEL. Organizations maintain the freedom to deploy
for execution on the best of breed platform of their choice; be it proprietary solution from leading vendors or
community based open source execution platforms.
Integration
The Trisotech BPM Solution Portfolio is a complementary solution to any enterprise BPM effort. It greatly
contributes to reduce the risks normally associated with BPM projects. There are multiple ways to integrate
Trisotech BPM solutions.
Based on its best of breed support of the most popular international standard, the Trisotech BPM Solution
Portfolio is an integration leader. All Trisotech BPM Solutions import and export using open industry standards
such as BPMN, XPDL, BPSim, CMMN, BPEL and UML. Trisotech BPM solutions are very easy to integrate
with existing enterprise BPM infrastructure or use it as an accelerator to reach a higher BPM maturity and
deliver a first BPM project.
The Trisotech BPM Solutions also expose RESTful services to access and automate the capabilities of the
server. This interface let you access the models stored in the repository and also exposes Trisotech Cloud
Apps. These services can be used to verify, validate, convert, transform, visualize and simulate BPM files in
various formats like Microsoft Visio, XPDL, BPMN 2.0 and Microsoft Project.
Trisotech is the industry reference provider of BPM open industry standards. Over the years, Trisotech has actively participated to the elaboration and improvement of most of the current BPM open standards. Trisotech
is an active member of both the Object Management Group (OMG) and the Workflow Management Coalition
(WfMC).
At OMG, Trisotech contributed to the finalization of BPMN 2.0 and is still actively involved in its ongoing
revision efforts. Trisotech lead the team that created the BPMN Diagram Interchange (BPMN DI) and contributed to submission and finalization of Diagram Definition (DD) standard. Trisotech is also Chair of the BPMN
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Model Interchange Working Group (BPMN MIWG) where its BPMN implementation serves as a reference
to other vendors. As a member of the initial submitting team of CMMN 1.0, Trisotech also participated to its
finalization. The Trisotech CMMN Web Modeler is the first CMMN implementation available on the market.
Trisotech is a member of the steering committee of the WFMC and is also co-editor of the XDPL 2.2 modeling
standard. As chair of the Business Process Simulation Working Group, Trisotech provided the initial submission and lead the international efforts to create the Business Process Simulation (BPSim) standard.
Trisotech tools also support other international standards that it did not contribute to such as OASIS’s Business Process Execution Language (BPEL) and OMG’s Universal Modeling Language (UML).
Trisotech is also very active in the development of BPM know how for the community. Trisotech is both an
author and content developer of OMG Certified Expert in BPM (OCEB) program and the BPM Institute Certified Business Process Management Professional (CBPMP) program. Trisotech BPM eLearning offering fully
supports and prepares attendees for these certification programs.
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Product Name:
Living Systems Process Suite (LSPS)
Company Name:
Whitestein Technologies
Company Address:
Riedstrasse 13, Cham, Switzerland
Contact Phone:
+41 44 256 5000 (+1 843-353-4578 for U.S.)
Contact Email:
[email protected]
URL:
www.whitestein.com
Product Overview
LSPS, the Living Systems Process Suite from Whitestein Technologies, is the ultimate convergence of a
powerful model driven software development platform with critically acclaimed intelligent Business Process
Management and Adaptive Case Management capabilities.
Goal-Oriented BPMN, the LSPS standards-compatible extension to the widely used BPMN, enables you to
separate governance from procedure. The goal-oriented model allows the specification of multiple agile paths
to achieve a goal and the LSPS Process Engine dynamically creates an execution path that considers which
alternatives are best suited to actual or changing business conditions, resulting in the optimization of every
business process in real-time.
LSPS supports knowledge work for dynamic/adaptive case management (unstructured processes) by making
process data available to authorized users and systems for direct editing. Changes to documents can influence process tasks and vice versa. Linking structured and unstructured solution approaches inside a unified
goal structure, the LSPS enables applications combining the strengths of each. In the real world, employees
and customers cannot always follow a set sequence of events. More often than not companies must accommodate activities happening either out of order or in an ad-hoc manner. When this occurs, not only does
LSPS intelligent software ensure that the events are still internally correlated, but that they are auditable and
reportable, that best practices are enforced, and that an organization can quickly adapt to the bottlenecks
and blockages that might result. Thus, instead of software that restrains the ability of key players to adapt to
unexpected situations, LSPS provides users with the flexibility to react in a manner that achieves and adjusts
to corporate goals.
LSPS also protects you from the proprietary trap, modeling workflows with STANDARDs (BPMN, UML,
HTML5) and applications developed in LSPS deploy as STANDARD platform-agnostic Java applications:
it creates solutions that are ready to deploy on your network or in the cloud and scale as large as you need.
LSPS includes capabilities for both Classic reactive business rules and Advanced proactive business rules;
integrated Business Intelligence for real-time analytics; a user interface modeling environment that provides
rich web technology; and robust integration capabilities that include comprehensive support for web-layer,
API-layer, and data-layer integration. Right out of the box.
With LSPS, you create applications that are powerful, intelligent, cloud ready, and mobile-enabled.
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Company Overview
Founded in 1999, Whitestein is a leading innovator and vendor of intelligent Business Process Management
software with operations, partners, and customers spanning the world.
Whitestein is a different breed of intelligent BPMS provider. Our focus from company foundation to today
has been on developing intelligent software for intelligent business operations; this is not an afterthought
provoked by perceived movement in market demand. This fact was noted by Gartner in their 2012 iBPMS
magic quadrant, and consistently by our customers who find working with our software to be everything they
expected of a BPMS beforehand.
Our philosophy is to create intelligent, ‘living’ enterprise software that responds to the specific and changing
needs of business environments by aligning and optimize business processes and operations in real-time.
Across our product line, the common denominator is an intelligent software core based on innovations drawn
from intelligent systems research, that seeks paths to improve operational efficiency throughout your value
chains, resulting in better performance, lower costs, and the agility to deliver results to customers in real-time.
We offer the iBPMS platform and vertical solution stacks for multiple sectors including financial services,
manufacturing, telecoms, logistics, energy, or the public sector, our software will transforms businesses into
a profoundly more competitive vehicles for delivering value to your customers.
Whitestein Technologies’ products are used by organizations spanning the globe, spanning major enterprises
to small niche businesses. We maintain offices in several European locations, Hong Kong, Singapore, and
Dubai, and have partners operating in the United States and Latin America. To strengthen service offering and
market presence, we partner with a select group of leading technology vendors and service providers. Whitestein also maintains valued relationships with several leading industry and academic research institutions.
Whitestein offers the LSPS iBPMS platform and vertical solution stacks for multiple sectors including financial services (banking and insurance), manufacturing, telecoms, logistics, and government.
Representative Customers:
• FS Banks: UBS
• FS Insurance: VIG
• Logistics: DHL
• Government: US Dept. Veteran’s Affairs
• Manufacturing: Daimler
• Telecommunications: Swisscom
Pricing Structure
LSPS Design Suite
Perpetual license & term license models available
Per named-user and per concurrent-user options available
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LSPS Production Runtime
Perpetual license & term license models available
On-premises and hosted models available
Per named-user and per-concurrent user options available for human-centric applications
Per process instance and per transaction options available for system-centric applications
Bundles
Discount on Design licenses scaled with Production Runtime license volumes
Maintenance policy is right of access to all updates and upgrades for a fixed annual fee calculated as a function of license investment.
Supported Platforms
Strict adherence to standards allows LSPS to be platform independent in terms of Application Server, Database, and Operating System. There is no need to run a proprietary server to interpret the models with each
deployment. Out-of-the-box LSPS is guaranteed to operate with:
Application Servers: Glassfish, JBoss, WebLogic, Websphere
Databases: Oracle: Microsoft SQL Server, DB2, MySQL
Operating Systems: Windows, MacOS, Linux
Web Browsers: Internet Explorer, Chrome, Firefox, Safari
Full support is provided for hosted deployments to clouds and datacenter operations. Deployments may be
dynamic combinations of on-premise and cloud operations.
The LSPS Process Design Suite provides a comprehensive suite to employ in your design:
The Goal & Plan modeling view supports:
• Drag and drop modeling
• Innovative hierarchical representation of business goals defining
what a process must/should achieve
• Goals can be defined as an explicit representation of some desired future state
• Top level goal defines the process objective; leaf goals have one
or more plans defining how to acheive a goal
• Plans have triggering events, enabling conditions, and BPMN
activity graphs
• Goals may also be used to ensure that a process execution path
is optimized to achieve or maintain a KPI goal
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The BPMN Workflow modeling view supports:
• BPMN 1.2 and 2.0 notations
• Custom task/activity designer
• Standard library of re-useable activities
• Creation and publication of user activity
and model libraries
• Element annotations and coloring configuration
• Toggleable vertical and horizontal
swimlanes
• In-flight update of model changes onto
running process instances
The Data modeling view supports:
• Import and generation from an existing database schema
• Shared data types bound directly to database
tables
• Modular data structuring
• Entity inheritance
• In-flight update of model changes onto running
process instances
The Organization Structures modeling view supports:
• Hierarchical representation of Business Unit, Role,
and Person entities
• Specification of Rights and Authorizations per entity
for RBAC
• Specification of task delegation, escalation, and
redirection paths and actions
• Parametric roles allowing detailed control over situation-sensitive task distribution and allocation
• Bidirectional connection to external directory services, e.g., LDAP and Active Directory
• In-flight update of model changes onto running process instances
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The Business Rules & Function view supports:
• Classic reactive business rules
• Advanced proactive business rules
• Creation of reusable functions
• Powerful, yet simple to use, general purpose expression language
• Creation of libraries of reuseable rules
• Import & export of rules to/from XLS and other formats
The Form modeling view supports:
• Comprehensive widget set, including charts and
secure form fields
• Presentation ‘hints’ to finely control form behavior
based on usage context
• In-flight layout alteration both by users and in response to usage modality (e.g., location, device, etc.)
• Rendering via pluggable Web frameworks
• JSF and Vaadin Web frameworks out-of-the-box
• HTML5
• In-flight update of model changes onto running process instances
The Report Modeling view supports:
• BIRT reporting framework
• Form-based creation of reports and charts
• Comprehensive widget set
• Mutli-format report generation
• Integration with third-party reporting systems
• In-flight update of model changes onto running
process instances
Scenario-based ‘what-if’ simulation is supported in the Process Design Suite. Model animation is also supported via the execution administration console.
Process documentation can be generated automatically and on-demand with output. Standard output document format is navigable PDF.
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The following frameworks exist as fully functioning complete applications:
• Banking Customer Lifecycle Management
• Automobile Insurance Claims Adjustment
Every process application created with LSPS can be designed as a one-off solution; however, each will more
typically take advantage of layered libraries which promote, or potentially mandate, re-use of model elements,
templates and patterns.
The following templates, and wizards to implement them in your application are available:
• Milestone Process
• Case Management Process
• Voting Process
• Approval Process
• Monitoring Process
• Optimizing Process
LSPS is designed from base principles to seamlessly support the intersection of all three approaches to process management; our view is that all are often key facets of strong application design.
The user environment has deep support for human-centric work with role-based task (work) lists, dynamically
ordered queues, work groups, generated Web-forms for human interaction, and full Web-client applications
with dynamic structure, content, and screen-flow. Human initiated and processed tasks can just as readily
invoke a service for system interaction, as request input from another human via collaborative work. Push &
pull notifications are supported, as are portlet-oriented dashboards.
Web forms are designed with a
powerful form-modeling framework
that renders to multiple technologies
including JSF and Vaadin for rich and
dynamic AJAX styled Web client
interfaces.
The product has intelligent support for
composite application construction,
within which processes can be driven
by combinations of contextual events
influencing changes to both data and
workflow. This allows applications to
smoothly integrate both structured
and adaptive process classes.
Full support is provided for task delegation, substitution (deputization), and escalation. Escalation processes
can be triggered by complex event processing controlled by process rules and policy goals.
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Every application artifact can have metadata attached to its state which can be used for a variety of purposes,
which include indications of urgency and prioritization. The assessment of task state is continuous and can be
reported via dashboard charts in human user Web interfaces.
The product conforms to a 3-tier architecture implying clean delineation between application (task execution)
logic and presentation logic.
Data & Documents
The product has integrated document management capabilities including support for any document or media
type (e.g., video, skype record), extensible metadata for user-defined document properties, intelligent search
with free-text & fuzzy matching, document linking to any other CRM data, workflow, document, etc., roles &
rights security access controls, version control, subscribable event triggers on document or folder changes,
document, data and usage history fully captured for auditing, and integration with third-party systems including Microsoft SharePoint, Alfresco, and Mango Apps.
Version control is backed by standard systems including subversion and git, both of which support check-in/
out of content.
Documents and metadata state attached to documents can be used to instantiate and control process instances. Process variables can be defined using a specific model view; all process-related data including
variables can be made persistent through mapped database connections. Process variables can be scoped
to any part of a process or process application, allowing full reuse and extension.
Process & Rule Architecture
The LSPS Process Engine is designed for highly scalable, efficient execution of both BPMN and Goal-Oriented BPMN process models. With real-time process adaptation, interprocess coordination, and human collaboration, LSPS is able to continually determine which process paths and which resources are needed to
optimally achieve process goals.
Business activity can be broadly categorized as following either structured or unstructured work modalities,
or some combination of both.
• Structured processes represent those work modalities that may be readily codified into standard BPMN
activity and decision sequences. However, even though structured processes are relatively static in design
with a set sequence of events, situations invariably arise that force users to rearrange the order of activities in an effort to achieve business goals. LSPS supports such rearrangement by allowing flexibility in
execution flow as long as goal conditions, operational constraints, compliance points, and best practices
are maintained. This provides ways to route around bottlenecks and optimize to paths of least resistance,
cost, or other KPI.
• Unstructured processes, representing innately human-centric activities, are common, often ad-hoc, and
typically relate to collaborating and negotiating with others. Goal-oriented process design becomes even
more useful with these types of processes. Activities can be selected dynamically to satisfy multiple concurrent goals, with the Engine ensuring overall consistency and adherence to operational constraints,
compliance points, and best practices. To further accommodate unstructured processes, LSPS includes
support for:
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»» Parametric roles and rights
»» Dynamic work queues
»» Task escalation, delegation, reallocation
»» Collaboration
»» Dynamic inclusion of process participants inside or outside the enterprise
Real-Time Process Adaptation
Unplanned events occur all the time; unavailable employees, broken equipment, natural disasters. LSPS is
able to autonomously integrate new data, resolve conflicts, and build alternate, optimized paths to achieve
process goals.
The Business Rules & Function view supports:
• Classic reactive business rules
• Advanced proactive business rules
• Creation of reusable functions
• Powerful, yet simple to use, general purpose expression language
• Creation of libraries of reuseable rules
• Import & export of rules to/from XLS and other formats
LSPS is a Java-based tool suite. Process application models are prepared for execution by the LSPS Process
Engine by deploying them as an Enterprise Archive to a JEE compliant Application Server.
Deployment Models
LSPS is designed to be used to create both standalone process applications that can be 100% designed
with the model development tools and integrated process applications wherein the LSPS Engine is connected with one or more third party applications to augment them with BPM capabilities.
Standalone Deployment
The process application consists in its entirety of a complete
and coherent set of models designed within the LSPS modeling environment. This may include data models, workflow
models, form models, goal models, and more. At deployment
time, these models are packaged into an Enterprise Archive
and executed by the LSPS Engine.
This approach is suited to process applications that should
encapsulate most, if not all, business logic and generate their
own Web forms for user interaction.
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Integrated Deployment
The process application consists of a blend of models designed within the LSPS modeling environment and business
logic, functionality, and screens from a third-party application. In this case, at deployment time, the LSPS models
can be packaged into an Enterprise Archive and deployed
separately from the third-party application, or packaged and
deployed in the same Enterprise Archive if preferred. In the
former case, interaction can be achieved via Web services
or API integration.
Run-Time Monitoring & Maintenance
The Management Console is the administrative control interface for monitoring and controlling the ecosystem
of executing process instances. The target user is any individual responsible for applications administration
and operations.
The Console is designed to efficiently manage any number of running instances, from one to several million,
with smart search allowing any instance or group of instances to be identified according to both simple and
complex matching criteria. Process instance state can be inspected and controlled, with comprehensive security rights and authorizations controlling which individual or role can view and/or alter any aspect.
Features
• View, debug, and change any aspect of process state relating to any process instance
• Color-coded views of executing process state
• Execution history trace for every process instance with transactional rollback
• Management of user security rights and role assignments
• Tracking of all process-relevant resources
Three Management Console variants are available via Eclipse, Web, and Command Line. Though the Eclipse
and Web View have the same functionality, the Eclipse version is also used during the design and simulation
stage and is integrated with the development environment. The Web View is primarily for the business owner
and is used once a application is deployed to production. The Command Line view is for the convenience of
the IT administrator.
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The following is a screenshot of the Management Console perspective.
LSPS provides a complete Business Intelligence capability built into the product. This capability is based
on the Business Intelligence Reporting Tool (BIRT)
Suite. LSPS tracks activity at multiple layers to provide
the foundation for analysis. Process activity provides
the basis for basic performance metrics and modeled
KPIs. Additionally, LSPS’s goal structure provides intelligent evaluation of not only process data, but also
the business data within the context of achieving an
outcome. This exposes a much more accurate level of
event and conditional information filtering and correlation. This information is then modeled in the business
intelligence views and integrated into the user interface. Summary, detailed and drilldown information and graphics on work items can easily be modeled and
implemented via LSPS out of the box reporting and customizable widgets. The BIRT based reports and widgets can be integrated into the LSPS UI or separated as necessary. These reports can be parameterized to
account for individual end-user preference. This includes user-by-user customization of on screen arrangement and layout. User interface elements are declared in the PDS using built-in WYSIWYG designer or pure
Java. Both approaches leverage the Vaadin framework.
58
Integration
System Integration
The LSPS Engine supports strong integration capabilities for interacting with other systems. Being Java-based,
API call onto external POJOs or EJBs is straightforward by creating custom tasks in the modeling environment
and placing them into the process workflow.
LSPS also supports bi-directional Web service interaction. WSDL descriptors can be used to auto-generate
data structures and tasks in LSPS which can then be used within process workflow to call against an external Web service. Additionally, the parameterized state of an executing process instance can be dynamically
exposed as a Web service endpoint (with published WSDL), allowing an external system to call against the
instance for information or controlling purposes.
At the data layer, LSPS supports shared data types that map directly onto database tables. Thus any alterations to data state from third-party applications will be directly reflected within process instance state.
Whitestein has made support and alignment with industry standards a priority from the founding of the organization. The product roadmap and development take into account standards and their evolution. For example,
LSPS process models are BPMN, the deployment architecture is standard Java EE, and the engine directly
executes the BPM.
59
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bpm in Banking - Act-On

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