IBM Business Process Management

Quick Win Pilot Project

Agenda del Workshop de Definición BPM

1 © 2010 IBM Corporation

IBM Business Process Management

Metodología Iterativa de Trabajo BPM de IBM

Definición Desarrollo Prueba “En Vivo”

Iteración 1 Iteración 2 Iteración 3 Iteración 4

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PB0 PB1 PB2 PB3 QWP
Procesos de Negocio

Datos

Integración

Infraestructura

Gestión de Proyectos

© 2010 IBM Corporation

 IBM Business Process Management

Actividades del Workshop de Definición Proyecto BPM

Definición Desarrollo Prueba “En Vivo”

Actividades Entregable

• Definición del Proceso  Arquitectura  Proceso As-is

- 1.0 Entendimiento problema o requerimiento –1.30 Desarrollo arquitectura lógica  Procesos To-Be
- 1.1 Descubrimiento Proceso “As-Is”  Problemas y requerimientos
–1.31 Desarrollo visión de componentes
- 1.2 Descubrimiento Oportunidades de Mejora
 Integración  KPIs/Métricas/SLAs
- 1.3 Definición Proceso “To-Be”
- 1.4 Capturar KPIs / Metricas / SLAs  Alcance Proyecto BPM
–1.40 Análisis mapeo de servicios
- 1.5 Entendimiento Estrategia Roadmap BPM  Modelo de datos referencial
–1.41 Identificar componentes de servicios de
 Mapa de Servicios
conectividad requeridos
 Modelo de Datos  Plan del Proyecto
–1.42 Referencia de integración de datos
– 1.20 Revisión Modelo de Datos actual –1.43 Revisión de nuevos servicios
– 1.21 Entendimiento la necesidad modelo canónico
 Infraestructura
– 1.22 Revisión de entidades del negocio
–1.50 Desarrollo arquitectura de desarrollo
– 1.23 Revisión de la fuente de datos
– 1.51 Instalación BPM para modelamiento
– 1.52 Instalación BRMS para desarrollo
 Gerencia de Proyecto
–1.60 Desarrollo Plan Stakeholder Management
–1.61 Definir Estrategia y Plan Gestión Cambio
–1.62 Identificar y Mitigación Riesgos
–1.63 Acuerdos y firma del alcance
–

3 © 2010 IBM Corporation

IBM Business Process Management

Team Play
Define Develop Test Go Live

Iteration 1 Iteration 2 Iteration 3 Iteration 4

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Process Analyst

Process Consultant

Solution Architect

Integration Consultant
Optional (not included)
Infrastructure

Project Management @ 50%

© 2010 IBM Corporation

 IBM Business Process Management

Business Process Work Stream

Assess Develop Stage Enhance

Iteration 1 Iteration 2 Iteration 3 Iteration 4 Iteration [n]

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PB0 PB1 PB2 PB3 QWP
Tasks
Define Process Build Process Connect to Services Refine Process Test Process Production
• Assess problems • Author To-Be process • Connect to system of record • Model corner cases • Execute step by • Establish
and pain points • Define the roles / • Connect to LDAP / SSO • Build metrics and step the process continuous
• Define executable participants • Integrate to business services performance reports (tuning with main actors improvement
process • Define process data and measurement) • Enhance process strategy /
• Discover elements Refine the Process • Refine other types of based on testing cadence
improvement • Begin authoring the UI / • Integrate feedbacks from processing automation and feedback
opportunities screens Playback 1 • Integrate feedbacks from
• Capture user stories Playbacks 1 & 2
• Capture KPIs /
Metrics / SLAs
• BPM strategy
roadmap inception

Work Products
Define Process Build Process Connect to Services Refine Process Test Process
• As-Is / To-Be process • User stories • User stories • User stories • User stories
analysis • To-Be BPD • BPD • BPD • BPD
• User stories • Roles / participants map • Data elements as XSD • Data elements as XSD • Data elements as
• Project characteristics • Data elements as XSD • Screens • Screens XSD
• Problems and pain • Screens • Service integration definition • Service integration definition • Screens
points • Business value reports
• KPIs/Metrics/SLAs
• BPM strategy roadmap

© 2010 IBM Corporation

 IBM Business Process Management

Data Work Stream

Assess Develop Stage Enhance

Iteration 1 Iteration 2 Iteration 3 Iteration 4 Iteration [n]

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PB0 PB1 PB2 PB3 QWP
Tasks
Assess Models Build Data Model Build Data Model Refine Data Model Test Data Models
• Review the current • Build conceptual data model • Enhance conceptual data • Enhance conceptual data • Explain conceptual
data models • Build logical data model model model data model
• Assess the need for • Build physical data model • Enhance Logical Data Model • Enhance Logical Data Model • Support testing
canonical model • Build data mappings • Enhance Physical Data • Enhance Physical Data • Enhance unit testing
• Design the business • Expose first data services Model Model
entities • Build unit test for the data • Expose data services • Enhance data conversion
• Review the data services • Implementation data • Enhance unit testing
sources conversion
• Enhance unit testing

Work Products
Assess Models Build Data Models Build Data Models Refine Data Models Test Data Models
• Current data • Conceptual model • Conceptual model • Conceptual model • Conceptual model
models • Logical model • Logical model • Logical model • Logical model
• Data model • Canonical model • Canonical model • Canonical model • Canonical model
architecture doc • Mapping • Mapping • Mapping • Mapping
• Business entities • Physical model • Physical model • Physical model • Physical model
in scope
• Current data
sources

© 2010 IBM Corporation

 IBM Business Process Management

Integration Work Stream

Assess Develop Stage Enhance

Iteration 1 Iteration 2 Iteration 3 Iteration 4 Iteration [n]

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PB0 PB1 PB2 PB3 QWP
Tasks
Assess SOA Service integration Service integration Enhance Service Service integration
• Assess services • Design service contract • Implement retry and integration • Support UAT
map in scope • Create service library recovery handlers • Enhance service interface • Fix issues
• Identify required • Implement service • Develop data mapping • Enhance micro-flow
service adapters ASBO – GBO • Enhance data mapping
connectivity • Implement micro-flow • Develop mediation flow • Enhance mediation flow
components • Develop test client • Develop service unit tests • Enhance test suite
• Assess integration
to reference data

Work Products
Assess SOA Service integration Service integration Service integration Service integration
• As-Is services map • WSDL • Retry and recovery • Retry and recovery • Java projects
• Reference data • WID Library handlers handlers • SCA modules
• Micro-flow • Mediation flow • Mediation flow • Micro-flow
• Java projects • Service unit tests • Service unit tests • Mediation flow
• SCA modules • Java projects • Java projects
• SCA modules • SCA modules
• Micro-flow • Micro-flow

© 2010 IBM Corporation

 IBM Business Process Management

Infrastructure Work Stream

Assess Develop Stage Enhance

Iteration 1 Iteration 2 Iteration 3 Iteration 4 Iteration [n]

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PB0 PB1 PB2 PB3 QWP
Tasks
Installation for Dev Installation for Integration Installation for Test Installation for Production
• Access Blueprint • Install RES • Install RES • Install RES
• Develop HW / SW • Install BPM Server • Install BPM Server • Install BPM Server
plans • Other • Other • Other
• Develop deployment
architecture Installation for Business
• Install Rule Studio • Install RTS
• Install BPMS for
modeling
• Install Rational
Team Concert

Work Products
Installation for Dev Installation for integration Installation for test Installation for production
• HW / SW plans • DB configuration for • DB configuration for • DB configuration for
• Deployment repositories repositories repositories
architecture • RES install • RES install • RES install
• BPMS install for • BPM server install • BPM server install • BPM Server install
modeling • Other • Other • Other
Installation for Business
Install RTS

© 2010 IBM Corporation

 IBM Business Process Management

Project Management Work Stream

Assess Develop Stage Enhance

Iteration 1 Iteration 2 Iteration 3 Iteration 4 Iteration [n]

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PB0 PB1 PB2 PB3 QWP
Tasks
Engagement
Engagement SetupSetup Development
Development Management
Management Development
Development Management
Management Development
Development Management
Management Acceptance
Acceptance Support
Support Go-Live
Go-Live Support
Support
Identify
Identify ••Prioritized
Prioritized and
and themed
themed ••Prioritized
Prioritized and
and themed
themed ••Prioritized
Prioritized and
and themed
themed ••Manage
Manage prioritized
prioritized User/
User/ Ops
Ops Support
Support
decision
decision makers
makers assignments
assignments (UI/
(UI/ Flow)
Flow) assignments
assignments (Integrations)
(Integrations) assignments
assignments (Metrics)
(Metrics) changes
changes
risks
risks ••Change
Change management
management ••Change
Change Management
Management ••Change
Change Management
Management ••Oversee
Oversee training
training Launch
Launch Solution
Solution
constraints
constraints ••Daily
Daily Tracking/
Tracking/ Mitigation
Mitigation ••Daily
Daily Tracking/
Tracking/ Mitigation
Mitigation ••Daily
Daily Tracking/
Tracking/ Mitigation
Mitigation ••Conduct
Conduct readiness
readiness Acceptance
Acceptance meeting
meeting
team
team members
members ••Deliverable
Deliverable Readiness
Readiness ••Deliverable
Deliverable Readiness
Readiness ••Deliverable
Deliverable Readiness
Readiness assessment
assessment Focus
Focus of
of support
support
budget
budget ••Define
Define training
training Expected
Expected
work
work plan
plan deliveries
deliveries
Oversee
Oversee process
process
Analysis
Analysis definition
definition

Work Products
••SOW
SOW ••User
User Stories
Stories ••User
User Stories
Stories ••User
User Stories
Stories ••User
User Stories
Stories Readiness
Readiness sign-off
sign-off
••Stakeholder
Stakeholder table
table ••Iteration
Iteration plan
plan ••Iteration
Iteration plan
plan ••Iteration
Iteration plan
plan ••Iteration
Iteration plan
plan For
For Client
Client
••Work
Work plan
plan -- WBS
WBS ••Communication
Communication plan plan ••Communication
Communication plan plan ••Communication
Communication plan plan ••Communication
Communication plan plan For
For IBM
IBM
••Kick
Kick Off
Off pres
pres ••Deliverables
Deliverables ••Deliverables
Deliverables ••Deliverables
Deliverables ••Deliverables
Deliverables
••User
User stories
stories ••Deviations
Deviations ••Deviations
Deviations ••Deviations
Deviations ••Deviations
Deviations
••Iteration
Iteration plan
plan ••Weekly
Weekly status
status report
report ••Weekly
Weekly status
status report
report ••Weekly
Weekly status
status report
report ••Weekly
Weekly status
status report
report
••Risks
Risks sheet
sheet
••Deliverables
Deliverables mapmap ••Readiness
Readiness report
report
••Assessment
Assessment Report
Report -- For
For Client
Client
••Executive
Executive summary
summary -- For
For IBM
IBM

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© 2010 IBM Corporation