Business Management Case Management CMMN Presentations Process Analysis

Oracle Open World 2013 Case Management Smiers / Kitson

Description

There are a lot of informal end-to-end processes in organizations. These end-to-end processes are usually supported by scattered applications, email, spreadsheets and a lot of goodwill of the personnel involved. When compliance, regulations and/or customer demands are imposed on an organization, these end-to-end processes do not have the ability to comply with new demands due to lack of support from the current application landscape. In the financial, public and utilities market organizations are re-landscaping their existing application portfolio due to these higher compliance, regulations and customer demands. This often is not a huge transformation program, with a roadmap spanning over years.
Case management can help cross the bridge from the current landscape towards a landscape aimed at delivering these higher demands.

Oracle delivered Case management as part of their stack starting this year.
This presentation deals with standardization of case design and how Oracle can support re-platforming in a gradual way.

Transcript

Case Management
with the Oracle BPM Suite
Léon Smiers
Nicholas Kitson
2Copyright © Capgemini 2013. All Rights Reserved
Presentation Title | Date
Program Agenda
§  Patterns for Case Management
§  Design choices & Approach
§  Demo
3Copyright © Capgemini 2013. All Rights Reserved
Presentation Title | Date
Patterns for
Case Management
4Copyright © Capgemini 2013. All Rights Reserved
Presentation Title | Date
§  Activities
§  Information
§  People
§  Insight
Bringing together
Case management – Whats it all about
5Copyright © Capgemini 2013. All Rights Reserved
Presentation Title | Date
This is a story about two anoraks
The secret to CM success is
Approach and process
The secret to CM success is
patterns
This guy’s a technical theorist
And he’s Dutch
This guy’s a process junkie
And he’s British
Insert contact
picture
Insert contact
picture
6Copyright © Capgemini 2013. All Rights Reserved
Presentation Title | Date
Do you want to read my book?
Case Stop Pattern
7Copyright © Capgemini 2013. All Rights Reserved
Presentation Title | Date
A Funny thing happened on the way to the forum
Patterns
led
Design
Approach
Case Stop Pattern
Case Activity fragment
8Copyright © Capgemini 2013. All Rights Reserved
Presentation Title | Date
Pattern Led Approach For Case Management
9Copyright © Capgemini 2013. All Rights Reserved
Presentation Title | Date
What flavour is your case pattern
Processes
& Duration
Rules
Actors
Our patterns are
classified using…….
10Copyright © Capgemini 2013. All Rights Reserved
Presentation Title | Date
What flavour is your case pattern
Processes
& Duration
Rules
Actors
Simple : Spreadsheet Automation
In-process Rules Routing
Few processes (1-5)
Few, 1-2
11Copyright © Capgemini 2013. All Rights Reserved
Presentation Title | Date
What flavour is your case pattern
Processes
& Duration
Rules
Actors
Medium : Limited Investigation
2-4
Escalation & SLAs
5-10 Processes
12Copyright © Capgemini 2013. All Rights Reserved
Presentation Title | Date
What flavour is your case pattern
10+ Processes
Complex policy, routing SLA’s
4+
Processes
& Duration
Rules
Actors
Complex Long running – Credit
Card Dispute
13Copyright © Capgemini 2013. All Rights Reserved
Presentation Title | Date
What flavour is your case pattern
The separate design
patterns can be
adapted for any
number of different
use cases across the
enterprise
Simple : Spreadsheet Automation
Medium : Limited Investigation
Complex : Long running – Credit
Card Dispute
14Copyright © Capgemini 2013. All Rights Reserved
Presentation Title | Date
Police investigation
Examples case management patterns
Event pattern
Measurement pattern
Data security pattern
360 overview pattern
Prosecutor
Milestone pattern
Measurement pattern
Data security pattern
360 overview pattern
Document workflow pattern
Complaints Mortgages
Measurement pattern
360 overview pattern
Milestone pattern
Document workflow pattern
Patent bureau
Measurement pattern
360 overview pattern
Document workflow pattern
Data security pattern
Police ‘from crime to court’ case
Measurement pattern
360 overview pattern
Milestone pattern
Document workflow pattern
15Copyright © Capgemini 2013. All Rights Reserved
Presentation Title | Date
Design choices &
Approach
16Copyright © Capgemini 2013. All Rights Reserved
Presentation Title | Date
Case Management architecture
19Copyright © Capgemini 2013. All Rights Reserved
Presentation Title | Date
Case Management
with Oracle
in practice
20Copyright © Capgemini 2013. All Rights Reserved
Presentation Title | Date
Case Management experiences with first version
Con’s
§  Case management functionality is not
as intuitive as process functionality in
Oracle BPM
§  UI layer (360 view) currently lacking
§  Testing a Case requires entering a
complex XML
Pro’s
§  Fast delivery
§  Maximal reuse of existing SOA/BPM
assets
§  Process design is simplified
§  Case Management thin layer
•  Activities executed in BPM processes
•  The work horse for handling case:
Case Management Rules engine
§  Shared data & document
environment
21Copyright © Capgemini 2013. All Rights Reserved
Presentation Title | Date
§  First assets in the project are
§  A Case object
§  A related Rule component
§  The Case is exposed as a
services to the outside world
Creating the case
Oracle Case Management
The Lifecycle
22Copyright © Capgemini 2013. All Rights Reserved
Presentation Title | Date
§  Define on high level
§  The Milestones (lifecycle)
§  The possible outcomes of the
case
Milestones and outcomes
Oracle Case Management
The Lifecycle
23Copyright © Capgemini 2013. All Rights Reserved
Presentation Title | Date
§  At any given point in time a user
can interfere in the action of a
case.
§  This user event is then handled by
the Case engine
Event management
Oracle Case Management
The Lifecycle
24Copyright © Capgemini 2013. All Rights Reserved
Presentation Title | Date
§  Data objects shared across the
case
§  All documents related to the case
are stored in a centralized Case
folder.
Information design
Oracle Case Management
Information design
25Copyright © Capgemini 2013. All Rights Reserved
Presentation Title | Date
§  Create a process with start/ending
message
§  Any process start/ending with
message can be promoted to a
Case Activity.
Process case connection
Oracle Case Management
The Lifecycle
26Copyright © Capgemini 2013. All Rights Reserved
Presentation Title | Date
§  After creation a Case Activity is
added to the pallet
•  Defines in/output of process
as part of
Case
§  The Process is made part of the
composite and connected to the
Case
Case processes
Oracle Case Management
The Lifecycle
27Copyright © Capgemini 2013. All Rights Reserved
Presentation Title | Date
§  Work horse
§  Case Management rule engine
§  Based upon event start
•  Sequence of actions
•  Start/withdraw activities
•  Closing of milestones
Case rule engine
Oracle Case Management
The Lifecycle
28Copyright © Capgemini 2013. All Rights Reserved
Presentation Title | Date
§  Examples
Rule engine
Oracle Case Management
The Lifecycle
29Copyright © Capgemini 2013. All Rights Reserved
Presentation Title | Date
§  Portal for giving 360 view
§  Combining task and content data
§  Case progress info
ADF
Oracle Case Management
User centricity
30Copyright © Capgemini 2013. All Rights Reserved
Presentation Title | Date
Summary
§  We need pattern lead approach
§  Different flavors of patterns exist
§  Oracle Case Management
•  Simplifies the solution and increases speed of delivery
•  Adds a new dimension to process delivery
•  Supports re-landscaping
31Copyright © Capgemini 2013. All Rights Reserved
Presentation Title | Date
Resources
http://oracle.com/BPM
Twi$er
 
@OracleBPM
 #oraclebpm
 
Facebook
 
facebook.com/
OracleBPM
 
Oracle’s
 BPM
 blog
 
blogs.oracle.com/BPM
 

 

 

 

 

 
http://www.oracle.com/partners
http://www.capgemini.com/business-process-management-bpm
http://www.capgemini.com/blog/capgemini-oracle-blog
32Copyright © Capgemini 2012. All Rights Reserved
Oracle Business Process Management | July 2012
Contact information
Léon Smiers
Principal Consultant
leon.smiers@capgemini.com
Mobile: +31 6 1503 0373
Blog : http://leonsmiers.blogspot.com and http://www.capgemini.com/blog/oracle-blog
Twitter : http://twitter.com/leonsmiers
Cora model : http://www.coramodel.com
Capgemini expert page : http://www.capgemini.com/experts/oracle-solution-architecture/leon-smiers
Oracle ACE
Insert
contact
picture
Insert
contact
picture
Nicholas Kitson
Principal Consultant
nicholas.kitson@capgemini.com
Mobile: +44 7557430780
Twitter : http://twitter.com/nkitson72
Capgemini expert page : http://www.capgemini.com/experts/oracle-solution-architecture/nicholas-kitson
www.capgemini.com
The information contained in this presentation is proprietary.
Copyright © 2013 Capgemini. All rights reserved.
Rightshore® is a trademark belonging to Capgemini.
About Capgemini
With more than 125,000 people in 44 countries, Capgemini is one
of the world’s foremost providers of consulting, technology and
outsourcing services. The Group reported 2012 global revenues
of EUR 10.3 billion.
Together with its clients, Capgemini creates and delivers
business and technology solutions that fit their needs and drive
the results they want. A deeply multicultural organization,
Capgemini has developed its own way of working, the
Collaborative Business Experience™, and draws on Rightshore®,
its worldwide delivery model.
Learn more about us at www.capgemini.com.

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