Software Group
BPM Best Practices Highlights
Based on over a decade of BPM Services Engagements
Bill.Hahn@us.ibm.com
Sr. Consulting BPM Solution Architect
Open Group Master Certified SW IT Specialist
http://IBMBPMDemos.com for more information and resources
Phil Gilbert BPM
Phil Gilbert DM
Worksafe Video
Banco Video
IBMBPMDemos.com
Frequently Asked Questions
‣ What makes BPM different?
‣ What happens after my first project?
‣ What does that mean for resources?
‣ How can IBM help ensure our success with BPM?
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BPM Defined
‣ An integrated approach to aligning the key activities of an organization into
processes you can consistently measure to optimize value to your
organization and its end customers.
Integrated
Processes
• Technology + methodology
• Align people & tasks
to valuable outcomes
• Compresses cycle time
for process lifecycle
3
• End-to-end vs. silo
• Enabled by BPMS platform
• Cross-functional
Measure
Optimize
• High visibility into performance
of process & people
• Enhance process to
maximize business value
• Metrics that are meaningful
to the business
• Identify & remove
bottlenecks
• Quantify impact of process
improvements
• Eliminate non-value-add
activities
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Process Improvement Requires A “Third Way”
Process-improvement requirements are likely to be unique, which favors build
rather than buy. And, the timeframes and costs of both are often not compatible
with process improvement. So, a ‘third way’ is required.
“Third
Way”
BPM
Build
Flexibility
+ Customized
+ Unique
- High TCO
- IT bandwidth
Buy
Low cost/time
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+
+
-
Reduced time
Initial Cost
Standard Feature set
Reliance on vendor
Response to Change
Typical process problems
Customer
Service
Account
Administration
Finance
and Ops
Executive 6
Management
1
3
1.
1 Unstructured Tasks and
Communication (ex
Paper or email)
2.
2 Inefficient Working
Environment Spans
Systems
3.
3 Inconsistent
Prioritization
Invoice
Reconciliation
Teams
4.
4 Incomplete or Inaccurate
Data Flow Between
Systems
2
5.
5 Lack of Control Over
System and Business
Events (Exceptions)
6.
6 Poor Visibility Into
Process Performance
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5
5
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BPM brings order to the chaos
Finance
and Ops
Account
Administration
Invoice
Reconciliation
Team
Customer
Service
Executive
Management
1.
1
Automate workflow &
decision making
2.
2
Reduce errors and
improve consistency
3.
3
Standardize resolution
across geographies
4.
4
Leverage existing
systems and data
5.
5
Monitor for business
events and initiate
actions
6.
6
Real-time visibility and
process control
Customer Benefits:
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•
Huge Reduction in
Manual Work, Errors
•
Faster, More Consistent
Issue Resolution
•
Metrics, measurements,
visibility and businessfriendly reports
•
Rapid, Agile and
Iterative process
improvements
The essential BPM capabilities
• Modeling
Customer
Service
Finance
and Ops
Executive
Management
• Monitoring
• Automation
Account
Administration
Risk Management
Teams
• Governance
• Optimization
• Rules
• Business Data
• Documents
• Events
• Integration
• Collaboration
• Analytics
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Shared Model Architecture – Roles Based – Simplicity with Sophistication
Process Portal
Process Coaches
Service Modeler
Process Inspector
Process ScoreBoards
Worker
Manager
Process Modeler
Process Optimizer
Developer
Business Analyst
Business Analyst
Systems
Events
Shared Model
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Conventional Approach to App Development
Biz Logic Developer
Business Analyst
“Visiolike”
Modeling
??
“Bucket Brigade”
Business
Rules
Simulation
Event
Monitoring
Workflow Developer
??
Workflow
Data
Management
UI Developer
System
Integration
Human Interfaces
Report Writer
In synch?
Metrics
Managing CODE … instead of PROCESS
Version 1
Version 2
What gets deployed …
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Analytics
Traditional Solution Approaches
Process Improvement Disciplines
(i.e. Six Sigma)
Define, Measure,
Analyze
High Investment
– Low Leverage
Improve
Control
Implementation
Highly Variable
No Integrated
Operational
Control
Solution Development Lifecycle
Analysis, Plan,
Design
Functional Focus
vs. Process
Focus
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Code
Deploy, Maintain
(Buy vs. Build)
No Systematic
Operational
Control
System Focus
vs. People
Focus
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No Integrated
Process
Measurement
Platform
BPM Solution Lifecycle
BPM Solution Stages
Define
Implement
Operate
Measure
Manage BPM Solution
Define
Implement
• Collaborate across functional boundaries to understand
the complete value chain.
• Iteratively validate business needs through all
stages of solution implementation.
• Communicate business requirements in simple format.
• Integrate control over manual and adhoc tasks.
• Direct translation into implementation requirements.
• Cost effectively leverage existing technology assets.
• Get better requirements faster.
• Implement end-to-end improvements faster.
Operate
Measure
• Built-in visibility to current process status and resource
utilization.
• Real-time measurement of service level and
business productivity goal attainment.
• Standardize work management practices within and
across functional teams.
• Built-in analysis of historical process trends and
simulated impacts of proposed changes.
• Standardize control over your business operating
model.
• Align improvements around quantifiable impact
business process performance.
Manage
• Establish roadmap/vision for the
process.
• Establish phased releases of
solution functionality.
• Accelerate realization of business value.
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• Align effort and resource priorities
with business value.
BPM is Iterative
Possible Scope
Rel 1
Rel 3
Rel 4
Rel 2
Rel 5
Traditional build programs:
Complex tooling
Functionality
Complexity
Completeness
IT-centric development
Big-bang deployment
Project
Initiation
Time
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Range of
Desired
Traditional
Outcome
Outcomes
BPM Reduces Risk
Targeted
BPM
Outcome
BPM build programs:
Model-driven tooling
Functionality
Complexity
Completeness
$
Collaborative development
Iterative deployment
$
$
$
$
Plus: Faster cash returns
Project
Initiation
Time
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BPM Roles-based Development – Rapid, Agile and Iterative
Process Portal
Process Portal
Admin Console
UI Screen
Flow Coaches
Manager
Worker
Scoreboards
Process Designer
Administrator
Execute
• Collaborative platform
• Iterative, shortened development cycle
BlueworksLive.com
• What you model IS what is executed!
Process Modeler
Design
Process Designer
BPM
Shared Model
Process
Center
• Single, Shared process model
• Lower technical effort (less time, cost, risk)
Optimize
• Simplicity with Sophistication
(Attractive to BOTH Business and IT)
BPM Developer
Process Inspector
Process Optimizer
Integration
Designer
Business
Analyst
Integration
Developer
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IBM BPM In Action http://IBMBPMDemos.com
Simplicity with Sophistication: “Business friendly while IT Savvy”
Power with Integration Middleware
Visibility for Business Stakeholders: Dashboards, reports and more
Governance throughout Design-time and Runtime
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IBM Business Process Mgr v7.5
http://BlueworksLive.com
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The simplest way to get started with
BPM
The quickest way to deliver robust
process applications
Process Discovery
“Modeling for Documentation”
Process Implementation
“Modeling for Execution”
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Process v1 Implementation Overview
Development
Definition
Milestones
Checkpoints
Analysis
Playback 1
Playback 2
Playback 3
Agreement on
Project Scope
and Goals
Agreement on
Process Flow
and Routing
Agreement on
Data, UI, and
Integrations
Agreement that
Process Meets
Business
Goals
‣ Usually 10-16 Weeks Duration
‣ Proven process implementation
methodology
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Test
Liv
e
Validation
Technical
Validation and
User
Acceptance
‣ Milestone-based
‣ Well-defined deliverables
‣ Checkpoints ensure that objectives
met
Confidential
Build YOUR Capability on YOUR Project
IBM BPM Enablement Services
Development
Definition
Test
Milestones
Checkpoints
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Playback 0
Playback 1
Playback 2
Playback 3
Agreement on
Project Scope
and Goals
Agreement on
Process Flow
and Routing
Agreement on
Data, UI, and
Integrations
Agreement that
Process Meets
Business
Goals
Validation
Technical
Validation and
User
Acceptance
EDUCATE
IMMERSE
RE-INFORCE
• Role-based Foundation
Education for the entire team
• Project/Program Manager
• Analyst
• Developer
• Admin
• Install the software based
upon desired environment
and redundancy
• Single-instance
• High-availability
• Project team Mentoring in
the context of YOUR project
• Defined curriculum ensures
coverage of critical topics
• Just-in-time assistance postmentoring and for
infrastructure and integration
needs
• Joint-delivery as needed
based upon project
complexity and deadlines
• On-Demand assistance for
project team
• How-to questions
• Process Reviews
• Upgrade Assistance
• Infrastructure Assistance
• Design Reviews
• Toolkit assistance and
support
• Detailed Solution reviews as
needed
• Infrastructure assistance for
growth and scale
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Live
Representative Implementation Plan
Implement
Define
Analysis
Agreement on
Project Scope
and Goals
• Define Business
Problems
BPM Program • Develop Project
Manager Charter
• Estimate Project
BPM Analyst • Define Business Case
• Identify Key Metrics
• Model “as-is” and “tobe” process
BPM Developer(s)
(Process) • Activity Breakdown
• Estimate Tasks,
Timing
BPM Developer(s)
(Integrations)
Playback 1
Agreement on
Process Flow and
Routing
• Refine Project Estimates
• Program Management
Playback 2
Playback 3
Test
Agreement on
Data, UI, and
Integrations
Agreement that
Process Meets
Business Goals
Technical
Acceptance
• Program
Management
• Program Management
• Capture key
problems
• Develop
primary use
cases
• Model Initial Process Flow
• Create UI Placeholders
• Task Routing
• Report Mock-Ups
• Refine Process Flow
• Detailed UI Implementation
• Model Business Data
• Configure Portal
• Implement Exception
Handling
• Complete UIs
• User Acceptance
Testing
• Create Test
Playbook
• Prod
Support
• Identify Integrations
• Stub Integration Points
• Initial Integrations
• Data Manipulation /
Transformations
• Complete Integrations
• Implement Complex UIs
• Skin UIs
• Integration Tests
• Performance
Test
• Promotions to
test and prod
• Prod
Support
• Production Env Setup
• Production Config / Tuning
• Deployment
• Test
Infrastructure
• Product Installation
Specialist • Product Configuration
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BPM Projects from Inception to Production in ~90 Days
• BPM Analysts (1)
• Engagement Manager (1)
• Infrastructure Specialists (1)
• Add BPM Developers (2)
Week 1
Weeks 2-3
Discovery
Detailed
Requirements
Checkpoints
Agreement on
Project Scope &
Goals
• Add Technical Architect (1)
• + Infrastructure Specialists (1)
Weeks 4 to 10
Iterative Development with frequent Playbacks
Agreement on
Process Flow and
Routing
Agreement on Data,
UI, and Integrations
Agreement that
Process Meets
Business Goals
Weeks
11 to 12
Week
13
Test
Go Live
Technical
Validation and User
Acceptance
PLAYBACK 0
“Define the Process”
• As-Is and To-Be Process
Maps
• User Stories
• Problems and Pain Points
• KPIs/Metrics/SLAs
• Opportunities for
Improvement
• Process Triage
• Process Charter and ROI
PLAYBACK 1 Series
“Build the Process”
PLAYBACK 2 Series
“Connect into the
Infrastructure”
PLAYBACK 3 Series
“Refine the Delivery”
• Author the Business Process
• Model Corner Cases
Model
• Data Flow Through
• Expanded Search Capabilities
• Define the Roles / Participants • Other Systems of Record
• Build Metrics and Performance
• Define the Data Elements /
• SMTP
Reports (Tuning and Measurement)
Variables
• Data Warehouse
• Other types of Processing Automation
• Configure the Screens
• LDAP / SSO
• Feedback from Playbacks
• Model the Rules across the
• EAI
Screens and Model
Playbacks = Running the process for an audience of 1+. The main playbacks are for sign-offs of the whole Business+IT team.
There are more frequent playbacks, daily/weekly etc., for smaller audiences throughout the project.
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Representative Process Implementations
Implementation Complexity 
Low
Med
High
Yes
Yes
Yes
Top-Level Business Processes
1
1
2
Lower-Level Business Processes
5
7
10
10/5
15/7
20/10
Process Variables
80
150
250
Rules (Low/Med Complexity)
5/0
7/2
10/5
Basic Reports & Scoreboards
4
6
8
Integrations
2
3
4
~10 weeks
~14 weeks
~16 weeks
Process Analysis
Coaches (Low/Med Complexity)
Length of Engagement
This information reflects representative IBM-Delivered engagements and should
be used to understand what increases/decreases the complexity of an engagement.
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Sample Best Practices
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Aspect
Failure Mode
Best Practice
Definition
Skipped Process Definition
entirely, started with functional
requirements
Establish BPM analysis as its
own recognized discipline
Definition
Unrealistic expectations,
pushing too much scope in
available time
Establish a risk-averse delivery
timeline, starting with pilots and
eventually expanding
Alignment
Absence of higher-level strategic
goals against which to tie
projects, misalignment
Ensure justification of each
feature and function in the
business case
Organization
Decision by committee (no clear
decision maker)
Define and communicate a clear
decision-making process
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Involve the Business
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Frequently Asked Questions
‣ What makes BPM different?
‣ What happens after my first project?
‣ What does that mean for resources?
‣ How can IBM help ensure our success with BPM?
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Navigating Your BPM Journey
Validate
Adopt
Prove Value and Suitability
Embed in Core Operations
Drive and Align Direction
Governance
IT / Per Project
Business + IT / Per Process
Business + IT / Program
Result
Proof Point Solutions
Mission Critical Solutions
Decision-enabling Solutions
Talent
Objective
Maturity
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BPM Drives Shift to a Process-Driven Culture
Functionally-Driven
Aligned by functional area.
Little process visibility beyond
their functional areas.
Rely on IT department to
schedule changes to application
code.
Implicit.
Defined within the function.
Led by business leader
experience, intuition and data
analysis.
Individual hero.
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Process-Driven
Roles & responsibilities
Business leaders’ visibility
Business rule changes
Hand-offs
Costs for accounting
Risk analysis
Culture
Aligned by business process.
Broad visibility of the end-to-end
business process.
Rules and process steps are
changed by business process
owners.
Explicit.
Defined by activities in the
process context.
Led by simulations based on
current operational conditions.
Team.
Based on: Building a Business Process
Improvement Roadmap, Janelle Hill - Gartner, 2007.
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BPM Program
Measure
Operate
Define
Implement
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BPM Program Key Benefits
Drive greater
enterprise value
• Formal prioritization
and selection of
highest value
process
improvement
efforts
• Align process
measurement
approach with key
business
performance
metrics
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Reduce solution
implementation costs
and time
Increase
predictability of
solution performance
• Standardize BPM
solution approach
and best practices
across project
teams
• Identify
opportunities to refactor and reuse
common solution
components
• Establish
consistent,
proactive system
monitoring and
tuning practices
• Proactively grow
capacity in
alignment with
business demand.
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BPM Program Critical Success Factors
Develop the
Talent Pool
Leverage
BPMS
Platform
Leverage
BPM Best
Practices
Govern Growth
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Recommended BPM Program Roles
BPM Leadership Teams:
BPM Executives
BPM Business
Architects
BPM Technical
Architects
BPM Solution Teams:
Process Owner
Process Owner
BPM Program
Process Owner
Manager
BPM Program BPM
Manager
Analysts
BPM
Analysts
BPM
Developers Process
BPM
Developers Process
BPM
Developers Integrations
Process Owner
BPM
BPM Program
Developers
Manager
Integrations
BPM
Analysts
BPM Program
Manager
BPM
Analysts
BPM
Developers Process
Process Owner
BPM
Developers Process
BPM
Developers Integrations
BPM
Analysts
BPM Platform and Support Team:
BPMS Administrators
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BPM Developers
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BPM
BPM Program
Developers Manager
Integrations
BPM
Developers Process
BPM
Developers Integrations
BPM Program Role Descriptions
Role
BPM Executives
Responsibilities
• Set direction and priorities to for BPM
investments.
• Align BPM program and solution funding with
corporate funding mechanisms.
BPM Business Architects
Typical Experience Required
> Accountability for funding and operational delivery for
an organization that develops or utilizes BPM
solutions.
• Provide cross organizational BPM program
decision making and issue resolution.
> Understanding of key value drivers of both the
organization and end customer served by the
process.
• Establish and cultivate process culture within
the enterprise.
> Recognition as a leader in the process domain by the
key stakeholders.
• Establish operational governance within and
across process boundaries.
> Organizational change leadership.
• Evaluate, prioritize and recommend specific
BPM opportunities to move forward.
> Experience with business process design and
analysis for complex, high value business processes.
• Establish and maintain alignment between
BPM project measures and targeted strategic
business outcomes.
> Experience communicating strategic value to mix
audience of business and technology stakeholders.
• Manage and develop the BPM talent pipeline.
• Drive consistency in application of overall
BPM solution approach.
> Experience road-mapping and triaging requirements
for multi-phase business solutions.
> Strong communication and group facilitation skills.
• Establish and manage communication plan.
BPM Technical Architect
• Conduct detailed solution reviews and
institutionalize technical implementation best
practices.
• Identifies opportunities to refactor and reuse
solution components.
• Plan and manage overall platform scale
requirements.
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> Experience with implementation of complex, high
value business solutions and technical integrations.
> Understanding of performance and scale
management in multi-tier application architectures.
> Understanding of data architecture, software design
and coding best practices.
> Strong communication and group facilitation skills.
IBM BPM Roles – Project Scale
Process Improvement Expert
Executive
Sponsor
IBM BPM Expert
IT/Technical Expert
BPM Program
Manager
BPM
Analyst
BPM
Consultant
Technical
Consultant
Supporting Roles:
Database Admin
(DBA)
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Integration / Java
Developer
Infrastructure
Admin
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Process Owner
Process Users
3
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2
IBM BPM Roles - Enterprise Scale
Process Improvement Expert
BPM Director
IBM BPM Expert
IT/Technical Expert
BPM Program
Manager
BPM
Analyst
Supporting Roles:
Database Admins
(DBA)
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Integration / Java
Developers
Infrastructure
Admins
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Process Owners
Process Users
3
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3
BPM Project Role Descriptions
Role
Process Owner
Responsibilities
• Establishes process goals and project
success criteria.
> Organizational accountability for the end goals
delivered by the target process.
• Provides clarity on process scope and relative
value of process activities.
> Understanding of key value drivers of both the
organization and end customer served by the
process.
• Makes key business decisions that clear
impediments to team progress.
• Provides cultural leadership to facilitate
adoption of process improvements.
BPM
Program Manager
Typical Experience Required
> Recognition as a leader in the process domain by the
key stakeholders.
> Organizational change leadership.
• Guides Iterative Delivery.
> Experience with software development leadership.
• Manages scope, budget, and resources.
> Experience with iterative method or other similar RAD
based methods.
• Identifies and mitigates risks.
• Conduit for escalations and issue resolution.
• Provides internal and external status and
dashboards.
> Microsoft Office, Microsoft Project, Process Design
Tools.
> Blueprint and IBM BPM deployment experience.
• Lets Delivery Team deliver.
BPM Analyst
• Leads process improvement efforts.
• Expert in process decomposition,
process/data analysis, scoping, optimization.
• Identifies business case, key opportunities,
prioritized roadmap, and ROI.
• Identifies and enforces delivery of KPIs,
SLAs, and scoreboards.
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> Experience with process design, requirements
gathering.
> Process decomposition and facilitation skills.
> Critical analysis and reporting skills.
> Exposure to Six Sigma/Lean methods, Financial
Analysis tools and Change Management.
> Power user of Blueprint and IBM BPM Optimizer.
BPM Project Role Descriptions (continued)
Role
BPM Developer – Process
(IBM BPM Consultants)
Responsibilities
• Drives Business Playback sessions.
• Expert in IBM BPM features in the context of
solutions.
• Implements process flows, services, business
logic, and user interfaces.
Typical Experience Required
> Experience with software development on commercial
or enterprise projects.
> JavaScript, basic SQL, workflow patterns and basic
logic flows, user interface development, HTML.
> IBM BPM product expert.
• Develops KPIs, SLAs, and scoreboards.
• Models organization and task routing rules.
BPM Developer – Integrations
(IBM Technical Consultants)
• Responsible for systems architecture.
• Designs and implements integrations, custom
data storage, and complex data
manipulations.
• Guides infrastructure design and
implementation.
BPMS Administrator
> J2EE, Java, JSP, SQL, SOAP, XML, XSLT, patterns,
advanced logic flows, EAI, .NET.
> Integration expert.
• Responsible for installation and configuration
of application servers, databases, and
enterprise operating systems.
> Experience with system administration of multi-tier
business applications. Experience in architecture
planning, application services, etc.
• Identifies appropriate environment architecture
required to support development, testing and
production migration requirements.
> J2EE, SQL, SOAP, XML.
• Performs troubleshooting and root cause
analysis of system and application issues.
> Experience managing applicable database platforms –
MS SQL Server, Oracle DB.
• Proficient in monitoring and tuning
performance of a multi-tier solution with
service based integrations.
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> Experience with software projects and OOAD.
Experience in architecture planning and development
projects.
Confidential
> Experience managing applicable application servers –
JBoss, WebSphere, Weblogic.
BPM Project and Program Critical Success Factors
‣ Focus on Delivering Business Value
• Consider readiness, complexity and impact to the business in selecting BPM opportunities
• Establish a clear understanding of the business value (ROI) expected
• Prioritize requirements based on impact to the business objectives
‣ Deliver Value in Manageable Pieces (Don’t Boil the Ocean)
• Consider Readiness (Business and IT) for BPM
• Consider Organizational Adoption (Absorbency / Training)
• Consider Organizational learning that will feed back into Requirements
‣ Leverage an Iterative Approach
• Breakout the delivery into functional components that can be ‘played back’ to the users
• Leverage/Incorporate the feedback from the user community to better align the delivery
• Maintain open communication and transparency to drive home an ‘on-target’ delivery
‣ Establish a Roadmap to Consistently Deliver Value
• Prioritize the High Value Problems and address those first
• Create a Roadmap that delivers value consistently, and in short cycles
• Assign a Process Owner / Roadmap Owner
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3
6
Frequently Asked Questions
‣ What makes BPM different?
‣ What happens after my first project?
‣ What does that mean for resources?
‣ How can IBM help ensure our success with BPM?
37
Confidential
The BPM Journey
Validate
Adopt
Transform
Objective
Prove Value and Suitability
Embed in Core Operations
Drive and Align Direction
Governance
IT / Per Project
Business + IT / Per Process
Business + IT / Program
Result
Proof Point Solutions
Mission Critical Solutions
Decision-enabling Solutions
Talent
RISK
Partner with IBM
Try it on your
own
TALENT
GAP/RISK
PROFILE
Maturity
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Confidential
Core Roles and Typical Experience Requirements
Business
Operations
Leadership and
Architecture
Solution Implementations
BPM
Executive
Leadership
Technology
Operations
BPM
Technical
Architect
BPM Business
Architect
4+ Projects: >2 years IBM
experience
Role Specific
Expertise
2+ Projects: ~1-2 years IBM
experience
Core Skills and
BPM Context
At least 1 IBM Project
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BPM
Executive
Track
BPM
Program Mgr
Track
Confidential
BPM
Analyst
Track
BPM
Developer
Track
BPMS
Administrator
Track
BPM Roles and Capabilities
Business
Operations
BPM
Executive
Program Leadership
and Architecture
4+ Projects: >2 years IBM
experience
•Enterprise
transformation
leadership
•Enterprise process
performance
management
BPM
Executive
Role Specific
Expertise
2+ Projects: ~1-2 years IBM
experience
Core Skills and
BPM Context
At least 1 IBM Project
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•Business &
Process
Optimization
•Process
Governance
Technology
Operations
Solution Implementations
BPM
Business Architect
BPM
Technical Architect
•Leading enterprise •Enterprise process •BPM program &
process change
performance
operations
management
governance
•Business
process/solution
•Solution
architecture
development
mentoring
•Quality review &
risk assessment
BPM
BPM
BPM
Program Mgr
Analyst
Developer
•Technical solution
architecture
•BPM program &
operations
governance
•Strategic
relationship mgmt
•Value analysis
•Business case
development
•Value realization
•Capacity planning
•Advanced system
administration
•Performance
tuning
BPM
Executive
BPM
Program Mgr
•BPM program
leadership
•Managing process
based execution
•Report & KPI
driven decisions
•Process based
scoping, planning
and budgeting
•Iterative process
implementation
Core Modeling
Skills
•Advanced process •Complex process
discovery &
design &
analysis
development
•Value analysis
•Process data
•Process simulation architecture
& optimization
•Advanced
technical
integration
BPM
BPM
Analyst
Developer
Recommended at •Data Modeling
Level 1:
•User interaction &
•Process analysis
report development
•Detailed process
•Service Based
mapping
Integration
•KPI identification
•Process discovery
& documentation
•Process activity
modeling
BPMS
Administrator
BPMS
Administrator
•Installation &
configuration
•Core system
administration
•User interaction
definition
Build a Foundation for Succeeding with BPM
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Sample BPM Project Staffing Models
Sample Core Team Configurations:
Role
Low Complexity Project
Medium Complexity Project
• BPM Business Architect
• BPM Technical Architect
Level 3
Level 2
High Complexity Project
• BPM Program Manager/
BPM Analyst
• BPM Developer (part
time)
• BPM Program Manager
• BPM Developers
• BPM Program Managers
• BPM Developers
• BPM Analysts
• BPM Developers (1-3)
• BPM Analysts
• BPM Developers
• BPM Analysts
• BPM Developers – Process
• BPM Developers – Integration
Level 1
Supporting Roles:
Process Owners
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End-Users of
Process
Systems of
Record Owners
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BPMS
Administrators
DBAs
BPM Project Role Descriptions
Role
Process Owner
Responsibilities
• Establish process goals and project success
criteria.
> Organizational accountability for the end goals
delivered by the target process.
• Provide clarity on process scope and relative
value of process activities.
> Understanding of key value drivers of both the
organization and end customer served by the
process.
• Make key business decisions that clear
impediments to team progress.
• Provide cultural leadership to facilitate
adoption of process improvements.
BPM
Program Manager
Typical Experience Required
> Recognition as a leader in the process domain by the
key stakeholders.
> Organizational change leadership.
• Guides Iterative Delivery.
> Experience with software development leadership.
• Manages scope, budget, and resources.
> Experience with iterative method or other similar RAD
based methods.
• Identifies and mitigates risks.
• Conduit for escalations and issue resolution.
• Provides internal and external status and
dashboards.
> Microsoft Office, Microsoft Project, Process Design
Tools.
> Blueprint and IBM BPM deployment experience.
• Lets Delivery Team deliver.
BPM Analyst
• Leads process improvement efforts.
• Expert in process decomposition,
process/data analysis, scoping, optimization.
• Identifies business case, key opportunities,
prioritized roadmap, and ROI.
• Identifies and enforces delivery of KPIs,
SLAs, and scoreboards.
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> Experience with process design, requirements
gathering.
> Process decomposition and facilitation skills.
> Critical analysis and reporting skills.
> Exposure to Six Sigma/Lean methods, Financial
Analysis tools and Change Management.
> Power user of Blueprint and IBM BPM Optimizer.
BPM Project Role Descriptions (continued)
Role
BPM Developer – Process
Responsibilities
• Drives Business Playback sessions.
• Expert in IBM BPM features in the context of
solutions.
• Implements process flows, services, business
logic, and user interfaces.
Typical Experience Required
> Experience with software development on commercial
or enterprise projects.
> JavaScript, basic SQL, workflow patterns and basic
logic flows, user interface development, HTML.
> IBM BPM product expert.
• Develops KPIs, SLAs, and scoreboards.
• Models organization and task routing rules.
BPM Developer – Integrations
• Responsible for systems architecture.
• Designs and implements integrations, custom
data storage, and complex data
manipulations.
• Guides infrastructure design and
implementation.
BPMS Administrator
> J2EE, Java, JSP, SQL, SOAP, XML, XSLT, patterns,
advanced logic flows, EAI, .NET.
> Integration expert.
• Responsible for installation and configuration
of application servers, databases, and
enterprise operating systems.
> Experience with system administration of multi-tier
business applications. Experience in architecture
planning, application services, etc.
• Identifies appropriate environment architecture
required to support development, testing and
production migration requirements.
> J2EE, SQL, SOAP, XML.
• Performs troubleshooting and root cause
analysis of system and application issues.
> Experience managing applicable database platforms –
MS SQL Server, Oracle DB.
• Proficient in monitoring and tuning
performance of a multi-tier solution with
service based integrations.
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> Experience with software projects and OOAD.
Experience in architecture planning and development
projects.
Confidential
> Experience managing applicable application servers –
JBoss, WebSphere, Weblogic.
Frequently Asked Questions
‣ What makes BPM different?
‣ What happens after my first project?
‣ What does that mean for resources?
‣ How can IBM help ensure our success with BPM?
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IBM “Process Know How”
‣
Proven methods developed over ~1000 BPM projects
‣
World-class team of BPM experts
‣
Differentiated approaches for achieving BPM success:
1. Start with a Project, but plan for a Program
2. Up-front Analysis maximizes the value of project implementation
3. Iterative Playbacks minimize cycle time of delivery and change
4. Talent Development (not just training) is the key enabler for selfsufficiency
5. On-Demand Assistance most effective for maintaining momentum
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IBM “U”: Structured Talent Development
Business
Operations
Leadership and
Architecture
Technology
Operations
Solution Implementations
BPM
Executive
Leadership
BPM
Technical
Architect
BPM Business
Architect
4+ Projects: >2 years BPM
experience
Role Specific
Expertise
1 Role-Based
2
Exams
4 Mentoring
5
Ongoing
3
Projects
6 Multi-Level
2+ Projects: ~1-2 years BPM
experience
Core Skills and
BPM Context
At least 1 BPM Project
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BPM
Executive
Track
BPM
Program Mgr
Track
Confidential
BPM
Analyst
Track
BPM
Developer
Track
BPMS
Administrator
Track
Configure Services to Fit Your Needs
Training
• Core Technical Skills
• Core Discipline Skills
• Advanced Techniques *
• Specialized Knowledge *
• Culture Building
• Leadership Development
Mentoring
• Hands-on Guidance for New
Team Members
• Organization-Specific
Application of Core Skills
• Establish Organization-Specific
BPM Approach
• Answers to How-to Questions
• Solution Approaches
• Solution Reviews
• Site Visits/Workshops
• Add Short-term Capacity
On-Demand
Assistance
Infrastructure • Architecture Planning and
Design
Services
Solution
Delivery
• Process Discovery & Definition
• Process Solution
Implementation & Deployment
• Application Installation and
Configuration
• Process Performance
Measurement & Visibility
• Process Performance
Optimization
• System Performance
Management and Tuning
• Program Leadership
• Solution Architecture
Note: * Advanced and specialized training will be released with Level 2 certification tracks.
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Range of Available Assistance
We have a flexible range of services available to help you achieve your critical outcomes.
Tailor service approach based on your resource model, solution stage and BPM maturity.
Services to Accelerate Your BPM Journey
Identify Business
Challenge & Value
Succeed with an
Initial Project
Establish a
Program
Adopt within
LOB/Enterprise
• Established
business priorities &
objectives.
• Build a plan for your
BPM/BRM skills &
potential.
• Deliver your first
solution successfully
• Build foundational
platform skills.
• Use early win to
foster new adoption.
• Increase scope & impact
of mission.
• Establish critical mass of
platform skills.
• Establish governance &
delivery consistency.
• Line-of-business /
Enterprise focus.
• Align strategy and
execution goals.
• Mature platform skills &
solution discipline.
Goals
& Context
Journey
Stage
IBM offers the fastest and most cost effective approach to successfully navigating your BPM journey.
http://www.ibm.com/developerworks/websphere/services/
Days
Weeks
Months
Years
Service Offerings
Solution
Discovery
Workshop
…
Quick
Win
Pilot
Process Improvement
Visioning & Roadmap
Training
Solution
Mentoring
Solution
Implementation
Solution
Checkpoints
Capability
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COE
Design
/ Execution
Confidential
Business
Process
Strategic
Planning
Business
Transformation
Program
On-Demand Consulting Assistance
IBM Software Services Zone for WebSphere
ibm.com/websphere/serviceszone
The destination for WebSphere services-related resources, offerings, & technical skills to
help you on your path to business agility
What’s New?
 BPM-specific resources including proven,
prescribed, and repeatable assets and offerings to
accelerate BPM adoption
 Visibility across the worldwide skills & capabilities
that only IBM Software Services for WebSphere
can bring to your project
 Access to WebSphere practitioners’ insight on
project trends, best practices & emerging
technologies through personal videos, blogs,
articles & more
 Discover defined offerings to get your project
started quickly
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Confidential
Thank You!
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Confidential