Corporate information systems and their role JINR AIS/GRID School 2014 Rostislav Titov CERN Who Am I? 19 years of experience in development and support of large enterprise information systems at CERN 1999: M.Sc. in Computer Science (MPEI) 2012: Ph.D. (MEPhI) https://www.linkedin.com/in/rostislavtitov Head of the CERN E-Business unit since 2011: Electronic Document Handling system (EDH) CERN Stores Catalogue Absence management Document management CERN hotel software support … 2 What is a “Large enterprise”? Examples: Consist of multiple business entities … working towards common goals … under common management … located in different regions/countries A large enterprise requires effective and efficient distributed management with multiple levels of hierarchy CERN JINR 3 Size of organizations and software Small companies Relatively simple “off-the-shelf” software Relatively easy to install and use, but limited functionality Not very expensive Middle-size companies More advanced software Provide more functionality and flexibility then “off-the-shelf” systems Usually require adaptation to the needs of organization Require training Large Enterprises Enterprise Resource Planning (ERP) systems Collect and manage data from many business activities Planning and tracking of all resources of the organization Support distributed nature of processes Require even more adaptation and training 4 Enterprise resource planning (ERP) is a suite of integrated business management applications that a company can use to collect, store, manage and interpret data from many business activities Common platform for management of all resources Common database Multiple modules for different business areas Homogenous information Common user interface Complex Expensive Service life over 5-10 years 5 Russian ERP Market 2010 В. Мещеряков. «Российский рынок ERP: 1С растет быстрее всех», CNews 6 Typical ERP components Basic Accounting system Human resource management Procurement and logistics Business intelligence Electronic document management Additional Customer relationship Project management E-Recruitment … 7 Accounting systems Manage financial flows of the organization Resource control and planning Financial reporting Purchase and sales orders Tax calculation Billing Bookkeeping Payroll Russian ERP solutions with accounting module: 8 Human resource management systems Personnel information Career planning Motivation of personnel (salary, benefits,…) Performance appraisal Talent management (training, development plans…) Absence management Planning and modelling of personnel situation 9 HRMS: CERN example 10 Procurement and logistics Planning and control of material, part and product flow Implementing and controlling the effective and efficient flow of goods Procurement (in accordance with needs) Monitoring of resources and in-time replenishment Transportation and handling Warehouse management 11 Business intelligence and business analytics Set of techniques and tools for the transformation of raw data into meaningful and useful information for business analysis purposes Data mining Multidimensional reporting (OLAP) Simulation and forecasts Processing of unstructured data Statistical analysis and predictive modelling (business analytics) Alerts Extract, Transform and Load (ETL) – a process of extraction data from databases into a data warehouse (a system for reporting and analysis) 12 Electronic Document Management Enterprise Content Management (ECM) Business Process Mgmnt (BPM) Electronic Document Management Document Recognition (OCR) Content Management Systems (CMS) 13 Enterprise Content Management Systems (ECM) Purpose: Full document lifecycle support Content management (all formats) Full-text search (PDF, DOC, etc…) Document conversion Records Management Version control Metadata Workflows Document grouping Collaborative work 14 ECM Example: Alfresco Web Interface Shared Folders Outlook Integration SharePoint/Office Integration E-Mail interface Mobile UI 15 Document Capture and Recognition Software Software for converting scanned images into electronic documents Mass scanning Transformation into different formats Bar-code recognition Text recognition Integration with ECM systems Search information Use cases: Converting paper documents into an electronic form, invoice recognition, recognition and parsing of CVs, … 16 OCR Example: ChronoScan 17 Content Management Systems (CMS) CMS ≠ ECM!! Today CMS usually means web content management (web site management) [Web] content management Version control Collaborative work Joomla Document publishing (Web, RSS, Social) Search and navigation support Various plug-ins 18 When to use a CMS? Web-site with over 10 pages … or updated more than once a week … or being edited by multiple persons Most popular CMS systems (Jan 2014) 19 Business Process Management Systems Purpose: improving corporate performance by managing and optimizing a company's business processes Reinforcement of the rules Structured data entry (electronic forms) Collection of electronic signatures Document workflows Electronic document archive 20 Example: CERN Electronic Document Handling 21 Off-the-shelf products vs. custom developments Off-the-shelf products – commercially available systems that can be adapted to the needs of the organization The cost and complexity of adaptation depend on the needs of organization and the scale and can be quite high Custom developments – created specifically for a certain task/organization Used to solve specific problems Often do not have prototypes Usually cannot be re-used High risks and costs Only 32% of IT projects are done on time and within budget 24% of IT projects are cancelled prior to completion Standish Group “CHAOS Summary 2009” 22 When to use custom developments In most cases, commercially available systems is the best choice More cost effective in the long term Easier maintenance (usually) Well-known (easy to train and hire experts, easier integration) Custom developments are better in certain specific cases Commercial systems not available, not appropriate or too costly Specific requirements or specific use cases Bridging the gap between commercial systems and specific needs of the organization Pareto’s Law (80/20) 23 Best of breed vs integrated suite “Best of Breed” Integrated Suite Needs Needs Needs Package Needs Needs Needs Package Needs Interfaces Needs Needs Needs Package Needs Package Not needed Missing CERN Choice: Best of Breed – Buy best solution for each business unit – We manage the integration & customizations – We provide transparent layer for end-users System Architecture Traditional client-server Web applications Software as a service (SAAS) Web applications Web Client (Web browser) Generally, only the application server is accessible from the Web. Database and other internal servers are protected from unauthorized access by a firewall Application server Database servers Server 25 Web applications pros and cons Accessible from anywhere Use web browser – no installation on the client side Cross platform (desktop, mobile) Ease of upgrade Disadvantages More vulnerable for hackers Prevented by applying Internet security best practices and/or by placing the web application on the Intranet (accessible only for the employees of the organization) Less interactive user interface Partially solved by HTML5, modern JavaScript libraries, AJAX, Flash, etc. 26 Software as a Service Software delivery model in which software is licensed on a subscription basis and is centrally hosted in a cloud. SaaS is typically accessed via a web browser. Reduced IT costs (maintenance by the SaaS provider) Monthly or yearly subscription More often updates Disadvantages Security and legal issues (data stored at 3rd party) Limited possibilities for customization 27 Why corporate information systems? Increase effectiveness and efficiency of the management Faster response to changes Compliance to standards Transparency Optimization of business processes More efficient document and knowledge management Although corporate systems can be very expensive and very hard to implement, they can be very cost efficient. 28 Example: OpenCMS http://www.finddiagnostics.org 30 EDH Helps to Meet the Challenge Reduce costs Increase efficiency Streamline Increase productivity Empower Maintain processes workforce control At least 40 FTE saved Reuse 50% – cloning documents < 24h < Admin, > Core activities Delegation of rights Enforcing business rules (Budget, Safety) 31 e-Recruitment Personnel requirement support ≠ a job-finding web site ! Publish vacancies on the corporate site and social networks Electronic application forms Database of CVs Integration with social networks Integration with mobile devices Online testing and online interviews Especially useful for large organizations 32 Customer Relationship Management Назначение: увеличение степени удовлетворённости клиентов за счёт анализа накопленной информации о клиентском поведении, регулирования тарифной политики, настройки инструментов маркетинга Ведение клиентской базы Анализ собранной информации о клиентах Взаимодействие с клиентами (промоакции и т.п.) 33 Системы управления проектами Сопровождение крупных проектов Координация совместной работы рабочих групп Контроль за сроками и бюджетом проекта (например по методологии управления выполненной стоимостью EVM) Отчеты для руководства Пример: Большой адронный коллайдер ЦЕРН Бюджет 6 миллиардов долларов США 10’000 участников из более 100 стран и 500 институтов Система EVM@CERN: весь проект был разбит на ??? 34