Designing DocumentCentric Processes with Metastorm BPM

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Designing Document-Centric Processes with
Metastorm BPM
A complete Enterprise BPM Suite for the full
process life-cycle
Jeff Pascoe.3rd February, 2009jpascoe_at_metastorm.
comwww.metastorm.com
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Who Is Metastorm?

• Market leader across 3 critical software sectors
• Enterprise Architecture (EA)
• Business Process Analysis (BPA)
• Business Process Management (BPM)
• 70M in revenue, 300 employees (privately-held)
• Strong global presence
• 1100 customer organizations in 109 countries
• Profitable operating model stable long-term
  partner
• Proven products and expertise with established
  local partners and global distribution network
• Only software provider to bring together robust
  EA, BPA, and BPM on single platform
• Unmatched customer success worldwide
• Well positioned for future growth and continued
  product innovation

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More than Just the Basics
Strategic Objectives
Metastorm BPM Delivers
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Metastorm BPM Supports Full Process Life-Cycle
Integrate
Model
Automate
Participate
Simulate Improve
Report Analyze
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Metastorm BPM A Rich Product Suite
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Metastorm BPM Process DesignerModel Design

• Intuitive graphical process modeling design
  tool
• Supports dynamic, smart form design
• Unique STARTM methodology for fast deployment and
  low cost of maintenance
• Supports both human-centric and system-based
  process activities
• Managers Edition for use by Business Owners in
  Process Workshops

• Why Metastorm?
• Rapid, flexible design approach
• Built for phased iterations
• Robust form design and rules management
• Dynamic Enterprise Roles
• Design wizards for ease-of-use

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Integrate Communicate Transfer
Metastorm BPM Integration

• Wizards that support point-to-point integration
  of data into a process
• A common API set enables .NET, Java, and Web
  Services components to be consumed together in a
  cohesive, people-based business process
• Execution-level control of processes on
  custom-built, legacy, and mainframe systems via
  executable services that run on any platform
  for SOA enablement
• Fully integrated element of Metastorm BPM suite
  seamlessly ties together system human-centric
  processes

Metastorm Integration Wizards
Metastorm Process Orchestrators

• Why Metastorm?
• Easily ties all systems and apps into a SOA
• Supports high-volume transaction loads
  scalable, high-performance
• Managed File Transfer and CICS
• Native runtime support for Windows, Linux,
  OS/400, z/OS (MVS), CICS, HP-UX, Solaris, AIX

Metastorm Integration Manager
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Metastorm BPM Process EngineAutomate Execute
Capture

• One-step publishing of processes modeled in the
  process designer
• Dynamic rendering of forms and user dashboards
  gives each participant their own unique view
• Execution and management of all components and
  functions across platforms, people and
  processes
• Ongoing process improvements

Analyze, Design, Develop
Process Engine
Authentication
Monitors and Alerts
.NET, Java, Web Services, Messaging
Repositories, Applications, Services, Messages

• Why Metastorm?
• Real-time collection and storage of process
  statistics and actions taken
• Real-time collection and storage of data flowing
  through the process
• Ability to make real-time updates to process
  flows, roles, rules, and forms

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Participate Manage Monitor
Metastorm BPM User Dashboards

• Unique Watch List dashboard gives users
  visibility across an entire process
• Native support for Microsoft Office clients
  Outlook, SharePoint - JSR 168 Portals
• Customizable dashboards at user-level or
  group-level executives, process owners,
  specialist users
• Create Metastorm BPM mini-portals

• Why Metastorm?
• Easy, single point of access to all process
  information
• Real-time monitoring alerts to users on
  critical data
• Intuitive interface eases user acceptance
• Broad range of clients available out-of-the-box

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Metastorm Insight Report Analyze

• Native support for comprehensive business
  intelligence (BI) platform functionality
• Process metric reporting
• Rich analytics
• Active Dashboards
• Link to KPI and scorecards

• Why Metastorm?
• Time-phased trend analysis
• Real-time drill down on live process data
• Ability to monitor and take immediate action on
  critical business processes

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Metastorm ProVision Simulate Improve

• Combines BPM with full-scale Business Process
  Analysis (BPA) for advanced modeling and
  simulation
• Completes the roundtrip process improvement
  life-cycle
• Simulations based on estimates or actual
  historical data

• Why Metastorm?
• Market leading enterprise modeling simulation
  people, processes, systems, data, etc.
• Support for what-if scenarios
• Predictive analysis of future trends
• Support for statistical quality methodologies

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Metastorm Process Pods Proven Industry
Technology Process Solutions

• Quick Start Templates for mission critical
  industry process solutions
• Complementary technology that plug into process
  procedures
• Best practice process implementation
  methodologies defined key performance
  indicators that can be used to measure the
  performance and effectiveness of a given process
• Consulting Services offerings to customize and/or
  extended the pod to meet unique customer
  requirements

• Why Metastorm?
• Proven solutions
• Deep expertise
• Reference accounts

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ENHANCED DOCUMENT CONTROL

• Metastorm BPM Microsoft SharePoint

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SharePoint

• Web Parts for Portals
• Document Library integration
• Access and store documents in a SharePoint
  Library from a Metastorm BPM process.
• Individual documents
• SharePoint Libraries
• SharePoint Sites
• Enhance Clip fields to interact with SharePoint
• Supports both MOSS 2007 and WSS 3.0

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Metastorm BPM and Microsoft SharePoint

• Document intensive processes
• Dedicated Enterprise Document Store
• Check in / Check out facilities
• Take advantage of SharePoint Search
• Takes advantage of Windows Single Sign On
• Integration with SharePoint Audit Trail
• Opens documents in Office 2007
• Office document properties
• Publish to SharePoint repository

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SharePoint Document Library integration

• Clips Multiclips
• Upload document to library
• Select document from library
• Open document
• Check Out
• Check In
• Undo Check Out
• Remove Document
• Delete document

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SharePoint Document Library integration

• Clips may be associated with
• SharePoint Site User may browse to any document
  they have rights to on Site
• SharePoint Library User may browse to any
  document they have rights to in Library
• Document Libraries
• Picture Libraries
• Wiki Page Libraries
• Form Libraries
• A Document stored in SharePoint.
• DMS repository location may be
• Preset
• Static or Dynamic
• Left to user to decide

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Automated Library interaction

• Document Manipulation Functions
• Upload
• Select
• Check In
• Check Out
• Undo check out
• Remove
• Delete

• Document Property Functions
• Get Document Title
• Get Document Author
• Get Document Editor
• Get Document Checked Out By
• Get Document Creation Date
• Get Document last Modified
• Get Document Metadata

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Metastorm BPM Client forOffice 2007
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Metastorm BPM client for Microsoft Office

• Native support for Microsoft Office 2007
  applications as clients
• Fully functional process client
• To Do, Watch , Blank Forms Admin Forms
• Plus Search Custom Lists
• Takes advantage of Office Fluent Ribbons and task
  panes
• Users work in day-to-day environment eases user
  acceptance

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Metastorm Client for Office 2007
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Metastorm BPM Client for Office 2007

• Introduces Process Binding
• Collaborative processes
• Leverage Office documents
• Leverage Office templates
• Business User process intelligence usingExcel
  2007

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Reporting using Process Binding

• Design admin form with data for reporting
• User Live links grid to spreadsheet
• User builds reports charts using Excel 2007s
  reporting capabilities
• User prompted for refresh when file is opened
  again.

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Client for Office 2007 Smart Tags
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Client for Office 2007 - Benefits

• Business users can build their own reports,
  charts and active dashboards quickly
• Data they view under control of role security
  matrix
• Document Binding
• Easy user controlled mail merge
• Simple off line data collection
• Take actions on folders from within Office 2007
• Collaborative processes

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Metastorm Process Orchestrator forWorkflow
Foundation
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What is Microsoft Workflow Foundation?
Windows Workflow Foundation (WF) is an
extensible framework for developing workflow
solutions on the Windows platform. MS Tech Ed
web site

• Graphical Composer
• Activity Libraries
• Workflow Engine

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Metastorm BPM Process Orchestrator for Workflow
Foundation

• Metastorm Enterprise Modeller hosts Workflow
  Foundation Composer
• Metastorm libraries of workflow foundation
  activities
• Enterprise Class Library (ECL)
• Process Integration (PIAL)
• WF Workflows published to Metastorm repository
• Use Integration Wizard to call Workflows
• Metastorm Process Engine hosts Workflow
  Foundation Engine and runs workflows

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Process Orchestrator for Workflow Foundation

• Workflow Foundation enabled applications can
  drive the Metastorm Process Engine
• Visual Scripting via WF driven from the Metastorm
  Designer and run by Metastorm Process Engine
• Take advantage of Workflow Foundation Business
  Rules Engine

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Metastorm BPM - A Distinctly Different BPMS

• Intuitive for Business Users Power for Process
  Developers
• Full-scale Business Process Analysis and
  Enterprise Modeling with ProVision
• Speed Ease of Deployment
• Unique STARTM Implementation Methodology
• Rich Set of Process Frameworks (Pods)
• Process Performance Tracking
• Process Integration Regardless of Platform
• Built for Iterative Process Improvements
• Flexible, Scalable, Extendable
• Proven, Robust Real Results

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Thank You and now for a demonstrationof
Designing Document-Centric Processes with
Metastorm BPM
A complete Enterprise BPM Suite for the full
process life-cycle
Jeff Pascoe.3rd February, 2009jpascoe_at_metastorm.
comwww.metastorm.com