Friday Sep 27, 2013

Oracle Open World Session: Managing Knowledge Worker Processes

Case Management as an approach to managing unstructured processes has been gaining of lot of interest. Drivers for this increased interest stems from the desire to improve knowledge worker productivity  by providing a 360-degree view of a case while providing automation where possible without constraining the knowledge workers by using predefined process flows. This type of work has typically been left out of BPMN-based implementations and therefore has not been able to leverage the benefits such as audit trails, management and monitoring and governance and control.

With the addition of support for Adaptive Case Management to their Oracle BPM Suite, Oracle has added full support for building comprehensive case-based applications for managing unstructured processes.


I, along with Danilo Schmiedel from Opitz Consutling in Germany, presented a session  on Managing Knowledge Worker Processes at the Oracle Open World 2013  on Thursday, Spetember 26. I gave a brief overview of case management and compared it with traditional structured processes to explain when traditional process modeling may not suffice. I also presented Oracle's ACM features and how this new addition to the Oracle BPM Suite addresses unstructured processes.

Danilo Schmiedel, presented a customer case study where they used Oracle's BPM Suite with ACM to implement an Insurance Claims Management application that provides a fair degree of flexibility to the claims processors without losing control of the overall process.  Danilo explained the methodology and approach they used in analyzing and designing an adaptive case management application. He also showed how they were able to reuse the existing user interface of the legacy system and integrate it with the new ACM application thereby avoiding the need to retrain the end-users on using a completely new user interface.

Thursday Sep 26, 2013

Open World Session: Ensure BPM Success with the Right Methodology

Today morning (10/26/2012 between 11:00-12:00 pm PST), Monique Albrechet, Accenture BPM Practice Lead, Manas Deb, Senior Director and I (Meera Srinivasan) will be delivering an Open World session on how to ensure BPM Success with Oracle BPM Methodology. A key goal of BPM is to align processes with business strategy and objectives, identify ways to improve those processes and then enable tracking and monitoring performance for continuous improvement and optimization. The traditional water fall model of development does not work well for BPM which is all about iterative and agile development. Over the past several years, Oracle has gathered lot of experience helping customers implement BPM solutions. With this experience we have seen a pattern emerge of an ecosystem for building and deploying enterprise-wide BPM solutions.

Those patterns and lifecycle have been captured in Oracle BPM Method and mapped to the Oracle BPM Suite platform. The Oracle BPM Method is a customisable framework containing detailed procedures for practical use of the Oracle BPM platform to analyse, design, deploy, monitor and improve business processes. The presentation will cover these 5 distinct phases eac of which can be iterative:

  1. Process Selection – Identify process candidates that produce the maximum ROI for business process automation and optimization
  2. Definition and Refinement - The initial definition is the one-time adjustment needed to introduce the selected business process into the continuous improvement cycle; the refinement portion is the part that needs to be repeated for iterations.
  3. Technical Design and Composition – This is where BPM meets SOA and process requirements drive the generation and design of Business Services. It I also the phase where the different BPM Application artifacts such as process, UI and dashboards are wired together to produce a complete and ready to deploy BPM Application
  4. Testing, Deployment and Approval – This is similar to the traditional development lifecycle and covers aspects such as functional testing, integration testing and usability testing.
  5. Monitoring and Optimization – BPM is all about continuous process improvement and this phase covers identifying improvement opportunities for the next iteration.


We hope that you are able to join us for this session, and please do try to attend Prasen Palvankar’s session on dynamic case management:
Managing Knowledge Worker Processes, Moscone West 2020, Thu 3:30-4:30 PM

Monday Sep 23, 2013

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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