Business Activity Monitoring and Management Panel Session Summary Draft Event Processing Symposium March 14-16, 2006 Eric Wayne, IBM (on behalf of six panelists) ewayne@us.ibm.com BAM Panelists Panelist Affiliation Richard Brooks ISO New England (Electric Energy Market) Rohn Griggs Wachovia (Banking - Retail Loan Origination) Harpal Kochar Oracle (Cattles plc, UK – High Risk Loan) Vaikom Krishnan Celequest (Food Manufacturer) Anthony Lopresti Systar (Shipping Logistics) Karsten Schwan Georgia Tech (Delta Airlines) 2 Event Processing Symposium Summary– Common Elements Industries: Energy, Financial Services, Manufacturing/Logistics, Shipping/Logistics Integration of BAM with other software in customer environment – BPM, rules engine, packaged apps, legacy/custom apps, – System Management, – Business Intelligence Recurring use cases – Track and trace – Process visibility spanning apps and silos – *External partners – where control leaves enterprise – key visibility pain point – Dashboards/alerts, detection of patterns representing an issue or situation – Impact of system events on business – Anticipate problems Range of event volume metrics. Range of analysis, correlation techniques. 3 Event Processing Symposium ISO New England – Electric Energy Market. Monitor systems and processes to anticipate problems before they occur. Prevent repeat of occurrence when trading stopped. Wachovia – Retail Loan Origination Characteristics: Roles consuming, Techniques Value / Benefits – Measurable improvement (or clear problem solved) Issues / Wish list Roles: Business Users, IT responsible for availability performance, problem determination. Reaction time Future Intent: Promote as a standard approach to community IRC/ITC. *Use of common information model and common base event for integrated logging across systems, built on top of an EAI system. Visibility to events that might impact trading Example process: Person update across systems. *Technique: Use of AptSoft Director for CEP and Dashboards. Roles: Business Process Owner SLA controls and alerts State: Requirements/Scorecard, Now in POC stage with chosen vendor End to end view of retail lending process Managed and unmanaged processes. BPM enabler – decrease cycle time, customer sat. If cut time by 1 hour, can save $10K’s monthly. * Pain point: insight into activities performed by external vendors and suppliers – e.g. document imaging, closing package to atty’. Look for missing event of document being returned before deadline. Rules are sensitive to geography. Lesson learned: need strong sponsorship & education. Creating a BAM CoE leveraging the BPM/EAI CoE’s in place now. Integration with EAI/BPM. Non-intrusive as key element. Cattles, plc, UK High Risk Loan Origination/Customer Acquisition (Oracle presenter) Roles: “Paranoid” Operations Managers, Financial Managers Process automation and optimization. * Integration with EAI/BPM and Rules System – including invocation of process from dashboard. Grow through alliances with visibility. BAM to monitor straight-through-processing. Quicker reactions. Monitor effectiveness of rules. 4 * Business metrics and IT metrics in dashboard. Issue: Having consistent time dimension with events from multiple application systems required specific programming. Event Processing Symposium Trucking/Logistics Improve delivery chain efficiency Characteristics: Roles consuming, Techniques Value / Benefits – Measurable improvement (or clear problem solved) Roles: Plant Managers. Rolling out to 1000 named users (now 100) Identify problems in operation – make corrections to improve fill ratio/order miss. Goal: Increase percentage of “perfect orders.” KPIs: Fill Ratio, Order Miss Visibility to inefficient areas of delivery chain. Hotel – effectiveness of web sales channels About 8 major events pertaining to trucks, palettes. Analyze root cause of problems. (Celequest presenting) Technique: Use of streaming database for “operational business intelligence” International shipping and logistics - support of Canadian regulatory security compliance Problem: packages into Canada must have airbill processed by Canadian customs before the package departs from US. Penalties $2000/non-compliant package. Efficiencies: Automated surveillance. Alert to right person – reduce false positives. Roles: Business operations, Application Support, IT support. Better, faster decisions – Has been deployed 2 months. (Systar) Technique: Uses rules with inference engine, metric and dashboard objects. Discovered some packages not making it to flight. E.g. if have one package noncompliant but have $2M revenue on plane, take off or not? Issues / Wish list Challenge: As the business process changes, the requirements on BAM change. Rolling out dashboard with a new process was a challenge. Remove silos – business operations can see across groups. Delta Airlines (Georgia Tech presenting) 5 Design for monitoring complex operational information systems – with large event volumes. Impact of system outages on revenue. Technique – XML is not efficient – use binary or similar for internal and XML only as needed for open consumption Legacy systems – need data tapping to get events from legacy systems. Event Processing Symposium Summary– Common Elements Issue: Scope creep on BAM requirements – When LOB views a dashboard, quickly see new possibilities/areas – When process being monitored are designed concurrently Question discussed: is approach of using a standard event format necessarily in conflict with requirement for being nonintrusive to systems being monitored? Issue: Out of order events, good programmer-free solution? 6 Event Processing Symposium