Monday Sep 23, 2013

Alliance Data Creates Smart Process for Capital Expenditure Request

Open World Session: Achieving End-to-End Business Visibility with BPM and Business Intelligence

In this session Harish Gaur, Director Product Management discussed how dynamic enterprises are beginning to forge links between processes and data, particularly in the areas of operational BI and decision-intensive processes.

Bringing together BI and BPM can deliver holistic visibility to an organization across three dimensions: real-time monitoring, historical insight, and prescriptive analytics.

 Harish invited Brigette Vinton - Director of Corporate Accounting, Alliance Data to discuss how they are using BPM and BI to manage their capital expense reporting process. Alliance data processes required complex authority verification for the capital expense requests and needed the authorizations to be pulled from PeopleSoft system.

The process is flexible so that only required authorizations and approvals are initiated and process owner can also add more people to the process in case additional approvals are required.

Once the expense is approved, it is not the end. The system monitors actual versus approved expense and if there is 10% more expense than was approved, it decertifies it and initiates the process and puts the capital expenditure back into approval chain. The application had email notifications, mobile capabilities as well as well designed reports for transparency of the process. A great story on how Oracle BPM works with Oracle BI and PeopleSoft ERP.

OpenWorld Session: Oracle Unified Business Process Management Suite: Development Best Practices

Authored by : David Read, Oracle Product Management

Earlier today, Sushil Shukla, Yogeshwar Kuntawar, and I (David Read) delivered an OpenWorld session that covered BPM design best practices.  It was well attended.  We’ve varied the content over the last few years to cover both lifecycle development process as well as design topics.  This year we narrowed the focus to a number of design topics that frequently come up in discussion with customers and partners.

We started with an overview of several general but important areas:

  •  Data handling, specifically avoid selection failures a runtime
  • Common questions about multi-instance activities
  • Common questions and suggestions around conversations and correlation

Yogesh then covered importance concepts around error handling and recover.  In particular:

  • Types of errors and suggestions for best practice in deciding when to use BPMN constructs and when to leverage the SOA fault framework
  • How transaction rollback impacts running processes and how to perform message recovery.
  • Suggestions for avoiding transaction rollbacks

Sushil closed the session with a discussion about the importance of identity service integration design.  Key points included:

  • What happens during authentication
  • Which BPM features utilize LDAP 
  •  Options and suggestions for integration with external directories
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