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Business Task Management in SAP NetWeaver

Hahn, Shang Myoung SAP Korea


25th, Oct, 2006

Introduction to Business Task Management What does SAP NetWeaver Deliver? BPEL4People SOA Enablement Universal Worklist Third Party Integration Summary And Questions

SAP NetWeaver Technology Map


IT Practices
User Productivity Enablement Running an Enterprise Portal

IT Scenarios
Enabling User Collboration Business Task Management Mobilizing Business Processes Enterprise Knowledge Management

Data Unification

Master-Data Harmonization

Master-Data Consolidation

Central Master-Data Management

Enterprise Data Warehousing

Business Information Management Business Event Management End-to-End Process Integration

Enterprise Reporting, Query, and Analysis

Business Planning and Analytical Services

Enterprise Data Warehousing

Business Event Resolution Enabling Applicationto-Application Processes

Business Task Management

Enabling Business-toBusiness Processes

Business Process Management

Enabling Platform Interoperability

Business Task Management

Custom Development

Developing, Configuring, and Adapting Applications

Enabling Platform Interoperability

Unified Life-Cycle Management Application Governance & Security

Software Life-Cycle Management

SAP NetWeaver Operations

Authentication and Single Sign-On

Integrated User and Access Management

Consolidation Enterprise Service Architecture Design & Deployment

Enabling Platform Interoperability

SAP NetWeaver Operations

Master-Data Consolidation

Enterprise Knowledge Management

Enabling Enterprise Services

On the concept of IT Practices and IT Scenarios


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SAP NetWeaver Technology Map


IT Practices
User Productivity Enablement Running an Enterprise Portal

IT Scenarios
Enabling User Collaboration Business Task Management Mobilizing Business Processes Enterprise Knowledge Management

Data Unification

Master-Data Harmonization

Master-Data Consolidation

Central Master-Data Management

Enterprise Data Warehousing

Business Information Management Business Event Management End-to-End Process Integration

Enterprise Reporting, Query, and Analysis

Business Planning and Analytical Services

Enterprise Data Warehousing

Business Event Resolution Enabling Applicationto-Application Processes

Business Task Management

Enabling Business-toBusiness Processes

Business Process Management

Enabling Platform Interoperability

Business Task Management

Custom Development

Developing, Configuring, and Adapting Applications

Enabling Platform Interoperability

Unified Life-Cycle Management Application Governance & Security

Software Life-Cycle Management

SAP NetWeaver Operations

Authentication and Single Sign-On

Integrated User and Access Management

Consolidation Enterprise Service Architecture Design & Deployment

Enabling Platform Interoperability

SAP NetWeaver Operations

Master-Data Consolidation

Enterprise Knowledge Management

Enabling Enterprise Services

On the concept of IT Practices and IT Scenarios


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Business Task Management is Evolutionary


+ ISVs in UWL + Guided + Duet
Universal Business Worklist Workflow BPM (in the XI) + Collaboration Tasks Procedures

1995 EP 5.0

2003 SAP NetWeaver 04

SAP NetWeaver 2004s

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What is the Current Situation for Managers?


Write performance appraisals Identify and reward top performers Perform specific tasks

Control and reduce costs Manage budgets Perform budget and headcount planning Trigger processes

Motivate employees

Susan F.

Recruit the right people

Delegate tasks

Initiate personnel data changes

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Challenges

The large number of applications and tasks make it difficult to understand and prioritize work. Locating tasks among the various SAP application systems is time consuming. Users do not know status of the work that needs to be performed. Users require the ability to collaborate with team members before they act on a particular task. Business experts need to build business process without engaging the IT department. Business experts need to customize corporate business processes for departmental needs.

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Business Task Management Definition Business Task Management is the automation, execution and monitoring of tasks
Coordinate and execute tasks arising from automated process flows and spontaneous events Track the progress of tasks

Tasks include a wide variety of activities


Business Transaction Alert Form Desktop Document Impromptu Request Knowledge Management

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Business Task Management Goals Enable simple and centralized access to SAP tasks
Alert tasks Structured process tasks Unstructured process tasks

Provide procedures for exception-handling and knowledgeworker integration set up by local experts Encourage individual control at the lowest level of granularity Track task progress

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Centralized vs. Decentrailized Process Control


We need to create flexible, robust and highly scalable standardized processes

Central IT

We need to supplement the companies core processes with our own departmental procedures.

Business Department

I want to delegate some of my tasks to colleagues, and track their progress.

Individual

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Centralized vs. Decentrailized Process Control


We need to create Unbounded Processes flexible, robust and highly scalable Embedded Processes standardized processes
Programmend Processes SAP NetWeaverTM

Central IT

SAP NetWeaverTM

Guided Procedures Collaboration Room

Business Department

SAP NetWeaverTM

Collaboration Tasks

Individual

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Business Task Management


TASKS: ACTIONABLE EVENTS

Portal

Devices

Office

Applications

Resolution
Process Exceptions & Tasks

Collaboration Task 1 Task 2 Task x R E S O L U T I O N Workflow

Context
Enterprise Search

Guided

Single-step

Events
Task
Change Business Object

trigger tasks

Rules

Core Event

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Lifecycle of a Task

Trigger to start process Process description

Task description

Process Instance

Work Item

Possible task participants

Form

Activity User Business transaction Interaction


Desktop document

Activity

User claims the Activity or Task

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Introduction to Business Task Management What does SAP NetWeaver Deliver? BPEL4People SOA Enablement Universal Worklist Third Party Integration Summary And Questions

Functional Areas
Universal Worklist & Collaboration Tasks
Single point of access for managing your work Enables end-users to create their own ad hoc processes and drive collaboration

Guided Procedures
Designed to implement process flows with greater ease and speed across multiple applications Integrates backend system transactions

SAP Interactive Forms by Adobe


Generate forms that contain data extracted from core systems Accelerate forms-based business processes

SAP Business Workflow


Structured, repeatable, simple to complex business process Manages the tasks that need to be performed and who should perform the tasks

Alerts
Exception-triggered notifications Inter-System alerting

Duet
Task embedded in Microsoft Outlook Offline processing of tasks

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How do I Manage all my Work?

Traditionally users had to access a variety of inboxes to view and act on important tasks
The large number of applications and tasks make it difficult to understand and prioritize work

The Universal Worklist simplifies the users work


Single consistent interface Easy to use Easy to access
Task Context

Task List

Task Execution

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Collaboration Tasks Wizard New Task

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Tasks in Workflows
event workflow task workflow template workflow workflow definition definition Role/Rule/Query

workflow workflow

workflow manager Universal Worklist

organizational plan

task task

workitem workitem workitem manager

Process display

Object Object Method Method or or Service Service

Execution Execution

Finding agents Deadline monitoring History Reporting

database Forms SAP application functionality SAP AG 2006, Title of Presentation / Speaker Name / 18 External applications

Guided Procedures and Composite Applications


Business Processes (Composites) UI Building Blocks Services
<<Step>> Request Appointment <<Step>> Find Patient
Patient Exists?

Workcenter Role 1 Role 2


<<Step>> Create Appointment

Yes No <<Step>> Create Patient

<<Step>> Notify

Composite Process

Actions

Name Title Check

User Interface

Service Development

Service Composition

Business Logic Service Enablement

Services mySAP CRM

Services SAP NW BI

Services mySAP ERP

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SAP Interactive Forms by Adobe Streamline paper-based business processes Enable new collaborative business scenarios Reach new users
Integrate interactive PDF documents into business processes driven by SAP applications Allow forms-based input combined with workflow to start automated follow-up steps Generate forms that contain data extracted from SAP systems Use dynamic or static forms Complete forms online or offline Submit data from the form back to SAP systems Allow users to print forms

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Interactive Forms Design Time and Runtime


NetWeaver Developer Studio ABAP Workbench

SAP Web SAP AS Web Application Server Java PDF Object ABAP PDF Object

Adobe Document Services Adobe Document Services J2EE Engine

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Example That Uses all Components of Business Task Management

Employee has been hired


Business workflow to perform IT tasks such as assigning a work location, reserving equipment, setting up required user Ids via Interactive Forms Collaborative Task: Request for nomination to be the mentor

Guided Procedure: Update performance objectives to include mentoring activity Guided Procedure: Assign mentor and do follow-up activities via Interactive Forms

Arrange for mentor for first three months

Arrange first day activities


Collaborative Task: Perform tour first day and other activities for first few days

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And More: The Sum of its parts is more than the whole:
User Productivity Enablement Data Unification Business Information Management Business Event Management End-to-End Process Integration Custom Development Unified Life-Cycle Management Application Governance & Security Consolidation Enterprise Service Architecture Design & Deployment Running an Enterprise Portal Enabling User Collaboration Business Task Management Mobilizing Business Enterprise Knowledge Processes Management Enterprise Data Warehousing

Master-Data Harmonization Master-Data Consolidation Enterprise Reporting, Query, and Analysis

Central Master-Data Management

Business Planning and Analytical Services

Enterprise Data Warehousing

Business Event Resolution Enabling ApplicationEnabling Business-toto-Application Business Processes Processes Business Process Management

Business Task Management Enabling Platform Interoperability Business Task Management

Developing, Configuring, and Adapting Applications

Enabling Platform Interoperability

Software Life-Cycle Management

SAP NetWeaver Operations

Authentication and Single Sign-On Enabling Platform Interoperability

Integrated User and Access Management Enterprise Knowledge Management

SAP NetWeaver Operations Master-Data Consolidation

Enabling Enterprise Services

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Event Resolution Task Context


Business Activity Monitoring (BAM) Event Resolution Dashboard
Central context storage Event Resolution Templates to guide users context-sensitively through problem inspection and resolution

Process Milestone Monitoring


Event-based monitoring of key process milestones Subscription and handling of business process events BPM modeling (BPEL)

Process Efficiency
Analysis of efficiency of processes Based on milestone monitoring

Embedded Event Infrastructure


Infrastructure, embedded in mySAP Business Suite applications Enables collecting, pre-filtering and publication of events for intersystem usage across SAP and Non-SAP systems
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Event Resolution Task Context

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Duet: Shopping Cart Approval (SRM) Step 10. Manager approves the new request.

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Introduction to Business Task Management What does SAP NetWeaver Deliver? BPEL4People SOA Enablement Universal Worklist Third Party Integration Summary And Questions

Service Orchestration With BPEL


Service Service Orchestration Orchestration is is the the arrangement arrangement of services services to to enable enable or or enhance enhance a a business business . of process process loosely loosely coupled coupled across across multiple multiple user user contexts, contexts, systems, systems, business business partners partners

Process Model (BPEL)


receive invoke invoke invoke

Process Container

IF IF

IF IF

IF IF

Container Container Operation Operation

Service Service

Application Embedded Process (Business Workflow)

Application Embedded Process (Programmed)

IF = Interface
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BPEL Support in SAP Environment ARIS for SAP NetWeaver SAP NetWeaver Exchange Infrastructure
SAP XI supports BPEL 1.1 SAP XI will supports BPEL 2.0, too SAP XI will support further extensions

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BPEL4People Processes and Tasks Composition Options

Inline tasks 1
BPEL Process

Standalone tasks (local) 2 3


BPEL Process

Standalone tasks (remote) 4


BPEL Process

5
BPEL Process

BPEL Process

BPEL People Activity

BPEL People Activity

BPEL People Activity

BPEL People Activity

BPEL Invoke Activity

Inline Task Definition

Inline Task Definition

WSDL Port Type

WSDL Port Type

Standalone Task Definition

Standalone Task Definition

Standalone Task Definition

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Interface of a Human Task: Web Service Interface

BPEL Process

receive document

outputDoc translate( inputDoc) (*)

Standalone Human Task Translation

inputDoc claim()

complete(outputDoc)

invoke translation

Web Service Interface

Interface for Human participant provided by task infrastructure


Automatic translation service

reply translated document

outputDoc translate( inputDoc)

n/a

(*) operation on web service faade of human task under the covers creates a task instance, starts the task, and returns the result once the task has completed

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People Activities and Tasks People activity


Basic activity in the process implemented by an action performed by a human being The partner of a people activity is specified by a people link May be associated with different groups of people, one for each generic human role

Task
Indivisible unit of work, performed by a human being Properties: priority, input/output data, deadlines Operations for client applications: query available tasks, claim task, revoke claim, complete task States: ready, claimed, finished, failed Location of task definition: inline or standalone

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Example: Brochure Creation Process

Brochure Creation BPEL Process

Organizational Directory

Create

Authors

Select staff where qualification = tech writer

Departments Department1 Member1 Member2 ... Department2 ...

Approve
Select staff where responsibility = marketing

YES NO

Approvers

Users Group1 Member1 Member2 ... Group2 ... Roles Role1 Member1 Member2 ... Role2 ...

Revise

HR System
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Business Task Management and BPEL4People


BPEL4People Converts Messages to Tasks in the SOA Context

UWL

Devices

Duet

Applications

Task 1 Task 2 Task x SOA Process

Context
Enterprise Search

SOA Events
Task
Change Business Object

trigger tasks

Rules

Core Event

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Introduction to Business Task Management What does SAP NetWeaver Deliver? BPEL4People SOA Enablement Universal Worklist Third Party Integration Summary And Questions

UWL Connectors Simultaneous view of different connectors


Defining types (Tasks/Notificaitons) Additional typespecific views Actions

3rd party tasks

One list shows third party Items mixed in with SAP items

SAP tasks

Custom tasks

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Standard UI For Genric Actions

E.g. Multiple Forward SAP UI for ISV connected items

Multiple Forward Action. Custom view can be used instead if needed

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ISVs: Third Party Integration in the UWL

Runtime is available now


Lotus Domino Tasks Proplesoft Tasks Microsoft Exchange Tasks

Development plugin available from SDN NWDI skills are a prerequisite.

Bol Tasks

Remedy Tasks

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Eg. Lotus Domino Integration (Courtesy of Konplan)


Aufgabenliste in Lotus Notes Domino (Client)

Domino Tasklist Domino Task

SAPs UWL

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Introduction to Business Task Management What does SAP NetWeaver Deliver? BPEL4People SOA Enablement Universal Worklist Third Party Integration Summary And Questions

Business Task Management - Benefits Benefits


Task transparency to all process participants irrespective of the tasks origin Minimal TCO because of ease of deployment Implementation accelerated and costs reduced by enabling a rapid development approach:
Core process automation implemented by the IT department delivering tasks and context to the work force Procedures for exception-handling and knowledge-worker integration set up by local experts Collaborative tasks for individual control at the lowest level of granularity.

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Summary
Business Task Management in SAP NetWeaver unites different elements of SAP NetWeaver This scenario goes hand-in-hand with Business Process Management but focuses on user interaction End user productivity increases when levering on the different aspects of SAP NetWeaver in this area Youll find BTM in most SAP applications (E.g. mySAP ERP, Duet..)

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Further Information Public Web:


www.sap.com SAP Developer Network: http://sdn.sap.com/sdn/adobeforms.sdn http://sdn.sap.com (BTM or BPM)

SAP Service Marketplace


http://service.sap.com/bpms/ http://service.sap.com/Adobe/

Related SAP Education Training Opportuities


http://www.sap.com/education/

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Questions?

Q&A
Thank You !
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