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Copyright 1995-2008 Open Text Inc. All rights reserved.

What is Business Process Management Server?


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Roland Jger
Product Manager Transactional Content Processing
Open Text Corporation
Copyright 1995-2008 Open Text Inc. All rights reserved. Slide 2
Motivations for BPM
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What is the motivation for using BPM?
Agility Compliance
Performance
Reduced cycle time
Quick wins fast RIO
Fast adoption of changed
business needs

Self-determined compliance
ISO 9000
ITIL
Mandated Compliance
SOX
HIPAA
FDA
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Two examples
Agility Compliance
Employee On-bording

Get personal equipment
Mobile Phone
Personal Computer,
Desk
Access to relevant IT
systems and
properties
Allow productivity sooner
Reduce risks

Employee Termination

Return personal equipment
Withdraw all permissions
and access rights to IT
systems and properties



Comply with regulations
Reduce risks
Copyright 1995-2008 Open Text Inc. All rights reserved. Slide 5
Definition of terms
Copyright 1995-2008 Open Text Inc. All rights reserved.
Definition of terms
Process Class
- An implementation of a business case e. g. claim
processing
Process Instance
- An instance of a Process Class, e. g. the claim
#201552 by Samanta Jones
Process Work Item
- The work package assinged to a user
Slide 6
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Personas
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Involved personas
Business Owner: Carol

Workflow designer: Judy

IT: Michael

Operating: Maria

Management: Ken
Slide 8
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Role specifics
Business Owner
IT
Operating
Management
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Model: Graphical Process Designer
Configuration of Process
map
Assigning users + roles
Configuration of business
rules
Definition escalation
management
Forms definition &
generation
Process documentation
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Administration
Administration of the org.
structure
- Organizations
- Departments
- Roles
- Manager relations
User repository integration
(LDAP)
Permissions
Administration of Business
Processes
Versioning
In-flight changes
System maintenance
Copyright 1995-2008 Open Text Inc. All rights reserved. Slide 12
Automate: Web User Interface
End User front end
Working via forms
Providing standard BPM
functionalities
- Ad hoc
- Forms
- Audit trail
- Instructions
- Dispositions
Document Management
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Automate: End User notification
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Automate: Process Manager for MOSS 2007
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Monitor: User Client - Monitoring
Status tracking
Aggregated views
- User information
- timing information
- Attributes
Overview of all processes
Permission model based
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ProcessMiner
Optional module
Extract from Process data
base to BI data base
Transform data for BI
analytics
Use BI tool of choice to
analyze the process data
Copyright 1995-2008 Open Text Inc. All rights reserved. Slide 17
A day in Judys life
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Example - Claims Processing
Slide 18
Claims Processing Workflow
Customer
Scanning & Imaging
Claims Mangemt. System
Claim Form
Appraiser
Pictures
Repair
Shop
Receipts
BPM
Solution
Payment
Authorization
Specialists
Approvers
Managers

Claims
Agent
Wf-XML
O
O
O
O
O
O
O
O
Management
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Organization
User
Interface
Content Process
Business Process
Integration
6 7 8 9
1 2 3 4 5
Business
Rules
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Process
Process routing
User assignment (roles)
Escalation Management
Automated activities
(Agents)
Scripting
Rules

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Content
Workflow attributes carry the
context of a business
process
Document attributes
workflow attributes
Content integration
Enterprise Server
PDMS
eDOCS
Enterprise Library



Copyright 1995-2008 Open Text Inc. All rights reserved. Slide 22
User Interface
Role / step specific UI for
end users
UI can be generated by
Process Designer
Can be extended by
programming
User choices
Electronic signature
Web Reports
Copyright 1995-2008 Open Text Inc. All rights reserved.
Model: Forms Builder
Slide 23
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Business Rules
Built-in Rules Engine
- conditions
- rule scripting
Interface to stand-alone BRE engines (like
ILOG) JSR 94

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Integration
Integration into 3
rd
party applications
- front end
- automated activity
Standard connectors
- SAP
- Wf-XML
- Web Service (SOAP)
Custom connectors
- Java coding
- .NET coding

Copyright 1995-2008 Open Text Inc. All rights reserved. Slide 26
Organization
Workflow routing based on organizational
structure
- Reduce manual routing of workflows
- Emphasize the added value of work
Build business style org structure
- Use departments
- Use roles
- Use manager relation
Copyright 1995-2008 Open Text Inc. All rights reserved. Slide 27
Organization
User
Interface
Content Process
Business Process
Integration
6 7 8 9
1 2 3 4 5
Business
Rules
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End User UI
Slide 28
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Document Search & Retrival
Slide 29
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Repository Integration
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High Level architecture
Livelink
Enterprise Server
Transactional
Content
Processing
Production
Document
Managment
Enterprise Library
Services
eDOCS DM
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Summary
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Role specifics
Business Owner
IT
Operating
Management
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Summary
Livelink ECM BPM Server
- Is a complete BPM product with a more than 10 year history
and several hundred successful customer implementations
- Focus on Transactional Content Processing
- Strengths around fast and flexible deployments

Customer References
Thank you for your attention

Roland Jger
rjaeger@opentext.com
Slide 36
Customer Example Winterthur Credit & Caution
BACKGROUND
Founded 1875
Since 2007 member of Axa Group
Market share in home market
Switzerland approximately 20 %
5,900 employees
1.5 Mio. customers / 2.86 Mio.
policies
Project at Winterthur Credit &
Caution
CHALLENGE
Core business processes are predominantly
paper based in combination with a 20 years in
development host application
Decisions get slowed down and are risky due to
lack of information
Further growth & efficiency increases are limited
Objective: reduce processing 50%, be able to
double the number of managed requests
SOLUTION
Electronic mailroom to capture all inbound
information
Four tightly coupled BPM processes to manage
core business completely electronically
Tight Integration of legacy app. (Cobol) via XML
Integration of terminal within BPM client
BENEFITS
Reduced processing time and cost
by apprx. 50 %
Faster and better decisions based on most
current information, reduced risk
Readiness for further growth (!)
Increased employee satisfaction
Slide 37
Sanofi - Aventis Accounts Payable
Customer Logo
BACKGROUND

AVENTIS S.A. resulted of merger of Hoechst
and Rhne-Poulenc
Revenue: 17,59 Billion in 2002
71.000 employees in 2002
Core Business:
Prescription drugs, human vaccines and 50%
equity stake in Merial, an animal health joint
venture with Merck & Co.
Primary markets:
US
France
Germany
Japan
CHALLENGE
Standardize and streamline financial
processes globally
Design and implement an integrated
Receipt to Pay Process for all European
countries, enabling to reach significant
improvements and significant business
benefits.
SOLUTION
Reorganization of the Accounts Payable
process, roll out to 20 countries
Combined solutions consisting of several
products of the OT ECM Suite
Combination of SAP workflow, BPM Server
and PDMS
20.000 Users involved in approval process
BENEFITS
Increase the productivity of A/P staff through
automation of manual tasks
Reduce the time and cost associated with
resolving anomalies and invoice approval
Eliminate time and cost associated with
recovering documents
Flexibility for organizational changes
Copyright 1995-2008 Open Text Inc. All rights reserved. Slide 38
Siemens Medical Solutions
CHALLENGE
Ensure spare part delivery for medical
devices
Comply with Food and Drug Administration
(FDA) regulations
Difficulties to change & improve business
processes due to high certification efforts
SOLUTION
New spare part solution based on Livelink
BPM Server which ensures completion in
time
Implementation of Business Solution Parts
to leverage BPM as flexible platform for
other solutions
BENEFITS
Ensure patients health by fast and reliable
spare part delivery
Reduced risks for Siemens Med as well as
for their customers
Comply with FDA regulations
Maximum flexibility and reduced effort for
changing processes using Business
Solution Parts. Effort is expected to be 70 %
less because Livelink BPM Server BSPs get
certified
Copyright 1995-2008 Open Text Inc. All rights reserved. Slide 39
Islandbanki Transactional Document Processing
BACKGROUND

Leading bank in Iceland
Private Banking
Corporate & Investment Banking
Insurance Business
1,200 employees
Headquarter in Reykjavik, service
network allover the country
Worldwide operations
CHALLENGE
Distributed organization
Core business processes such as
Loans, Leasing and Claims need lots of
paper coordination
Inefficiencies and impacted customer
service
SOLUTION
Document enabling of SAP based
claims solution
Loans- & Leasing, Collateral Agreement
implemented as fully electronic
solutions with PDMS & BPM Server,
integrated with AS 400
Integration of external dealers to avoid
any media discontinuity
BENEFITS
Global access, on demand to contracts-
and customer information
Faster, more efficient management of
customer inquiries
Improved customer service and
competitive advantage