ibm smarter business 2012 - kundcase: från 0 till 1000 digitala processer i ett bpm-program
TRANSCRIPT
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How to get from 0 to 1000 digital processes on a true corporate-wide BPM program?Case study: Banco Espírito Santo
Pedro Penedo ([email protected])PartnerSAFIRA
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The foundations of BES trace to the XIX Century
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Foreign Trade Finance(BAC, SFE)
2001 2002 2005 2006
Mortgage Servicing
National Trade Finance(BES)
Foreign Trade Finance(BES)
2003 2004
Mortgage(BES)
Mortgage(BIC, BAC, BEST)
National Trade Finance(BIC, BAC)
IBM Websphere MQ WorkflowLotus Notes
Staffware
Workflow’s by Safira
BPM history channel
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major pains in 2006
• at the IT teams• Long development & deployment models• High maintenance costs• Little re-utilization• Discontinued platforms
• at the Business• Pressure to automate other processes• Aggressive time-to-market goals• Application-mindset, instead of front-2-back-process-mindset
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new goals
Increase operational efficiencyReduce operational riskImprove time to marketImprove service levels
Create a new unified BPM solution to support BES processProvide consistent business informationAutomate, integrate and coordinate end-to-end processOptimize the systems usage in the business process
Maximize Business and IT capabilities, Improve operational efficiency, Improve Service Visibility - KPIs/ SLAs to the internal and external clients, Improve Agility, Holistic approach to the process, Integrated architecture and SOA oriented, Extend value to the actual technical applications and business solutions
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BES Digital program
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BES Digital key components• Document Capture and Digitalization,
performed on the branches and central services, with or without data recognition.
• Digital Document Archive, supporting all business processes.
• Unified Process Management (BPM), of the full document lifecycle.
• Form and Contract management platform for dematerializing and automating it’s production.
• Enterprise Search integrating all different document types and repositories.
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IBM BPM architectural view
CRM
Billing
ExecutiveManagement
CustomerService
InvoiceReconciliationTeams
Finance& Ops
AccountAdministration
Imaging
ERP
BPM
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Digital BES architectural view
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process approachMajor process phases were typified and it was defined the strategy of implementation and reutilization across processes• Created a comprehensive and holistic view upon existing processes,
spotlighting their broken parts• Guaranteed reutilization in both technical and business perspectives
(a common language)• Changed the mindset to start thinking processes and not applications
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from app to process1st Lombardi quick win @ BES
(Apr 2007, 3 months!)
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large processes
Mortgage Credit• 150+ Business Process
Diagrams (BPD)• 400+ User Interface
Screens (Coaches)• 50+ integration points with different applications and systems,
some of which with external companies
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nested BPD
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nested BPD
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nested BPD
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complex coaches
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complex coaches
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multiple stakeholdersa case for Business Rules Management (BRM)
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measuring KPI
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KPI for service levels
Sample Data
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KPI for service levels
Sample Data
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KPI for business intelligence
Sample Data
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KPI for business intelligence
Sample Data
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KPI for tech performance
Sample Data
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KPI for tech performance
Sample Data
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major pains in 2008
Everybody was happy with the BES Digital Program, as it was delivering great workflows, within a holistic BPM view and new KPI culture.
…but it was simply not fast enough!By the end of 2008 the process development pipeline was around 250…
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typical process distribution
Source: Phil Gilbert’s keynote at the 8th International Conference on BPM on September 14th 2010
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3 process frameworks
Growing level of Integration
Integrated Procedural Generic
Com
plex
ity
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3 process frameworks
Integrated Procedural Generic
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3 process frameworksBusiness/Organization
defines requirements
IT implements
~200 activities and up Organization Implements flow, rules,Coaches in WLE IDE
IT implements specific services, if required
~50 to ~100 activities
Business configures processes end to end
Integrated Procedural Generic
Growing level of Integration
Com
plex
ity
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3 process frameworks
700+
40+
18+
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adoption = successGeneric
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growth and convergence
2003 2004 2005 2006 2007 2008 2009 2010 2011 2012 (P)
0
500,000
1,000,000
1,500,000
2,000,000
Lotus Notes MQ Workflow IBM BPM (Lombardi)
# process instances (cases), production environment
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massive scale business case
• 6-year BPM program• 50+ external applications integrated• 700+ business processes in production• 7.000 active users• 550.000 user requests per day• ~1 Million live process instances• ~1 Billion documents in archive• Scalable architecture
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key takeawaysTechnology matters: choose mature BPM
• No need to code technical BPM features
• Faster time-2-market• Faster adoption by
both technical and business people
• Lower total cost of ownership
• All-in-one collaborative environment: GUI, Flow, Rules
• Extensible environment by design• Support for complex processes• Simulation & optimization capabilities• Business Activity Monitoring (BAM)
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• SOA layer around apps• Common business and technical
component libraries• Create process development frameworks• Design holistic, front-2-back processes• Externalize core decision points - BRMS can
help
key takeawaysArchitecture matters: Design for reuse
• Standardization• Flexibility• Industrialization• Efficiency• Faster time-2-market• Lower costs
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key takeawaysStrategy matters: synergize!
• Quicker results• Scalable delivery• Sponsor buy-in• Faster adoption• Clear ROI
• Plug the holes in high value business processes
• Use KPI information to provide visibility and commitment
• Involve business users in simple processes• Involve power users in semi-integrated
processes• Focus IT in fully integrated, complex
processes
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