Showing posts with label BPM. Show all posts
Showing posts with label BPM. Show all posts

Wednesday, July 3, 2013

Using HTDS with Java XOM in IBM Operational Decision Manager 8

Until version 7.1, IBM ILOG-JRules had Hosted Transparent Decision Service (HTDS) working only when you had dynamic Execution Object Model (XML XOM). However, in IBM Operational Decision Manager (ODM) 8, IBM enables you to still use the HTDS when have static XOM (java XOM).

Though this is good for the projects where XOM was defined in Java and Rules needs to be exposed as Web-Service, in ODM 8 we don’t have to write custom web-service code for exposing Rules as Web-Service if you have Java XOM. This saves a significant amount of time, however, there are still some changes you can make if you have Java XOM to make it work with HTDS in ODM 8 seamlessly.

When you deploy your Rules and Java XOM in RES internally, your Java XOM gets converted to XML format and then it gets exposed through the WSDL to call your Rules as Web-Service.

The caveat here is when the conversion from Java XOM to XML format happens inside RES for HTDS you need to tell the engine how XML will get generated. For example if you have List and Date in your XOM you need to generate XML elements accordingly and change the date format from Java util date to XML date.

As we know there isn't a unique correct mapping between Java Object structures and XML documents. We will need to use Java XML binding implementations to provide ways to fine tune the mapping.

For converting your Java XOM seamlessly into HTDS and working with Web-Service (Request/Response) you will have to use JAXB annotations to tell the engine the specific format you want your XML to be generated.

Below is the code how you should be annotating your List in Java XOM.

Let’s say you have your Java code for List defined below:

List yourObjectList = new ArrayList();

In the getter method you need to have your annotations defined like below.



Note: You can give any string for your name (name = "YourObjects") in the annotation but whatever you define here will be part of your generated XML element in your Request/Response, so choose name as per your requirement. Some like it with List at the end while others prefer something Plural, like YourObjects.

When you are dealing with the Date in Java XOM in HTDS you need to have XmlAdapter class extended and then write your own class like below:

Then, wherever you get methods for your date, you should annotate that as indicated below:


This will make sure the conversion from Java-XOM to XML format happening seamlessly.


Alok Keshri, a Technology Manager for Prolifics focusing mainly on ILOG-JRules and ODM space, has over twelve years experience in IT industry spanning across various industry, He is experienced and resourceful enterprise software Tech Lead/Architect and has worked with J2EE/ SOA/BRMS/ BPM technology. He is specialized in Object Oriented Analysis, Design, Development, and Estimation of project with heterogeneous Web technologies in complex business systems based on variety of platforms, he has extensive experience in IBM middleware products such as WebSphere Application Server, WebSphere ILog-JRules, WebSphere Message Broker and other products in the IBM BPM stack. He is certified in WebSphere ILog-JRules and Filenet, Alok received his BE in Electrical Engineering in year 2000.

Thursday, May 9, 2013

BPM in the Music Industry - IBM Impact Presentation Replay

At IBM Impact, I had the opportunity to co-present with one of Prolifics' BPM clients Broadcast Music, Inc. The exciting thing about this presentation is that it we introduced BPM in the context of the dynamic and rapidly changing music industry. With new digital music outlets such as Pandora, Hulu and others, music is no longer confined to vinyl albums, CDs or traditional venues like live concerts, karaoke bars or radio. Music is truly global and ubiquitous which presents interesting new process challenges for those in the music business.

Take a closer look by viewing my presentation from Impact.


BMI: Innovating the Music Industry with BPM from Prolifics

Want to learn more? Connect with me!
Email - hwebb@prolifics.com
LinkedIn - Howard Webb

For more information about Prolifics, visit: www.prolifics.com


Howard Webb is a Director of Prolifics' BPM Advisory Services. Howard and his team provides consulting and guidance to clients in transitioning to highly efficient Process Managed business models, and equips them for success in their BPM initiatives. For over 25 years he has been a consultant, trainer, facilitator, and speaker on the topics of Business Process Management (BPM), data architecture, and project management. He founded the Midwest BPM Users Group and has published articles on BPM and enterprise architecture. Prior to coming to Prolifics Howard was founder and partner of Bizappia, a consulting and services firm focused on business agility, performance and innovation. Prior to Bizappia, he was a Sr. BPM Technical Specialist with IBM.

Tuesday, January 15, 2013

Prolifics Mobile and Portal Demos at IBM Connect

Attending IBM Connect? Prolifics will be showcasing demos of IBM Worklight, IBM WebSphere Portal, IBM Web Content Manager, IBM Connections and more! Get a preview into these demos by visiting our YouTube page for IBM Connect.



Interested in scheduling a one-on-one session with a Prolifics expert to walk through these demos? Email solutions@prolifics.com today to schedule a session at IBM Connect!

To learn more about Prolifics at IBM Connect, visit: www.prolifics.com/connect-2013.htm

Monday, January 7, 2013

BPM on the Go with IBM Worklight - Part 3

In the previous entry, we discussed how IBM Worklight addresses each of the 3 capabilities needed to achieve efficiencies for business process, namely:
  • Send prompt notifications as a process waits for decision
  • Connect to processes on the move
  • Access the decision data in a secure disconnected mode for review and approval
In this third and final entry, I will showcase a real world example: a simple claims processing mobile application built using IBM Worklight. If you are just joining us, here are the links to Parts 1 and 2 of this series:

BPM on the Go with IBM Worklight: Part 1
BPM on the Go with IBM Worklight: Part 2

Claim Process:
An Insurance company initiates a claim process and one of its specialists receives notifications on the phone regarding pending claims. Once the claims are downloaded to the mobile device, a claims specialist could be work on them in an offline (disconnected) mode. All changes are saved locally in an encrypted cache and downloaded claims could be worked on seamlessly. Once connection is re-established, claims processed locally are synced back to the server.

The process flow for the Claims Process is illustrated below:


A Worklight Mobile Application that demonstrates the Claim process is shown below:



This concludes the 3-part blog series on BPM On the Go with IBM Worklight. We started with capabilities that are needed to achieve efficiencies in business processes, looked at an in-depth detail on how IBM Worklight provides these capabilities and demonstrated the same with a real world example.

Have a question? Interested in a more in-depth look? Feel free to reach out to me:
Email: Laks Sundararajan
Tweet: @LaksSundar
Connect on LinkedIn: Laks Sundararajan

Also, I will be attending IBM Connect 2013 in Orlando at the end of January. If you are attending and would like to meet, I will be happy to schedule a meeting. Or stop by Prolifics' booth #C18-19 in the Solution Showcase to meet me and the rest of the Prolifics team.

For more information about Prolifics, please visit www.prolifics.com.

Laks Sundararajan is a Solution Architect at Prolifics, an IBM Champion for Collaboration Solutions and a key member of highly specialized team working on IBM WebSphere Portal, Content Management and Collaboration technologies. He has led implementations of many global projects using IBM WebSphere Portal and has extensive background in design and development of enterprise portals. He specializes in providing Enterprise SOA solutions leveraging WebSphere Portal, Content Management and Tivoli. He holds a Masters in Information Technology from Carnegie Mellon University and a Graduate Degree in Engineering from BITS, Pilani.

Wednesday, January 2, 2013

BPM on the Go with IBM Worklight - Part 2

In this part, we will look into how IBM Worklight addresses each of the 3 capabilities needed to achieve efficiencies for business process namely:
  • Send prompt notifications as a process waits for decision
  • Connect to processes on the move
  • Access the decision data in a secure disconnected mode for review and approval
Let’s look at one at a time:

1. Send prompt notifications as a process waits for decision:


Today’s Businesses require prompt notifications for processes and IBM Worklight accomplishes the same through Unified Push Notifications API. The key here is that Worklight acts as a cross platform push notification service and allows developers on the back to just be concerned with the messaging and polling of your enterprise systems. Currently Worklight’s Unified Push Notification API supports iOS and Android with support for Blackberry and Windows Mobile coming soon.


2. Connect to processes on the move:

Connecting to processes on the move refers to providing multi-channel access to existing applications. IBM Worklight accomplishes the same by extending existing applications to Mobile World. It follows well-known phenomenon ‘Write once run everywhere’ and the ‘80/20 principal’ by providing a Hybrid approach to building Mobile applications. Worklight can help develop device independent HTML5 code that could be wrapped on top of Apache Cordova framework and deployed across Mobile platforms providing connectivity on the go to existing business processes and accelerating go-to market times by increasing productivity.

3. Access the decision data in a secure disconnected mode for review and approval:

Executives are on the move and they would like to have uninterrupted access to information. While it is theoretically impossible to have access to all information on the go, providing access to critical information in a disconnected mode will go a long way in improving process efficiencies. Worklight addresses Offline access by providing access to secure encrypted cache for storing information locally.

The latest version of Worklight went a step further and added embedded mobile database for offline data with robust encryption and data management abilities that include synchronization.


To learn more about IBM Worklight, please visit: https://www.ibm.com/developerworks/mobile/worklight/getting-started/

To conclude, we now have a fair idea of how IBM Worklight handles each of the capabilities required for achieving efficiencies in business processes. In the next part, we will take a real world example developed using IBM Worklight and walk-through each of the capabilities in detail.

Prolifics will be a sponsor at the upcoming IBM Connect conference, held January 27-31 in Orlando, FL. During this conference, we will be showcasing our end-to-end mobile development solutions and sharing some recent success stories. Want to meet our team? Stop by booth C18-19 in the Solution Showcase or reach out to solutions@prolifics.com. For more information, please visit www.prolifics.com.

Laks Sundararajan is a Solution Architect at Prolifics, an IBM Champion for Collaboration Solutions and a key member of highly specialized team working on IBM WebSphere Portal, Content Management and Collaboration technologies. He has led implementations of many global projects using IBM WebSphere Portal and has extensive background in design and development of enterprise portals. He specializes in providing Enterprise SOA solutions leveraging WebSphere Portal, Content Management and Tivoli. He holds a Masters in Information Technology from Carnegie Mellon University and a Graduate Degree in Engineering from BITS, Pilani.

Monday, December 17, 2012

BPM on the Go with IBM Worklight - Part 1

Many enterprises have been making tremendous investments in the area of business process management. With human tasks forming a critical element of these business processes, providing required information in a timely and efficient manner is key to improving the overall process and making informed decisions.

However, in an increasingly mobile and geographically dispersed business world, people are constantly on the go. Extending your business processes to support mobile use helps to bridge this gap, providing seamless and efficient human interactions.

In this 3 part series, we will look at capabilities that are needed to achieve efficiencies in business processes, a mobile framework that addresses the capabilities and a real world example that illustrates the same.

The following capabilities are the key to achieve efficiencies in business processes:
  • Send prompt notifications as a process waits for decision
  • Connect to processes on the move
  • Access the decision data in a secure disconnected mode for review and approval
Figure 1 - Efficient Business Process

Mobile has been growing exponentially over the past few years with Smartphones and Tablets overpowering Desktops for the first time ever in 2011. Given the projected growth rate , it is imperative that business processes are optimized for mobile devices and provide much needed capabilities like Notifications and Offline access in a seamless manner.

There are various solutions available for developing smartphone applications ranging from Native Development to Hybrid Apps to HTML 5 Sites. IBM’s answer to address the smartphone conundrum is IBM Worklight. Before we get into any details, let us take a quick look at IBM’s Enterprise Mobile Strategy.

IBM’s Enterprise Mobile Strategy to address today’s challenges is plain and simple:

IBM Worklight accomplishes each of the above strategies’ by providing a platform that seamlessly integrates with existing suite of products and opens new avenues to businesses.

To conclude, we understood the challenges facing current BPM landscape, capabilities needed to achieve efficiencies in business processes and IBM’s Mobile Strategy. In next part of this series, we will take a deep dive into IBM Worklight and understand how it addresses each of the required capabilities in detail.

Prolifics will be a sponsor at the upcoming IBM Connect conference, held January 27-31 in Orlando, FL. During this conference, we will be showcasing our end-to-end mobile development solutions and sharing some recent success stories. Want to meet our team? Stop by booth C18-19 in the Solution Showcase or reach out to solutions@prolifics.com. For more information, please visit www.prolifics.com.

Laks Sundararajan is a Solution Architect at Prolifics, an IBM Champion for Collaboration Solutions and a key member of highly specialized team working on IBM WebSphere Portal, Content Management and Collaboration technologies. He has led implementations of many global projects using IBM WebSphere Portal and has extensive background in design and development of enterprise portals. He specializes in providing Enterprise SOA solutions leveraging WebSphere Portal, Content Management and Tivoli. He holds a Masters in Information Technology from Carnegie Mellon University and a Graduate Degree in Engineering from BITS, Pilani.

Thursday, November 8, 2012

BPMN Process Monitoring using IBM Business Monitor 7.5

Business Process Modeling Notation (BPMN) Process Monitoring functionality has been introduced in BPM V7.5 Advanced by integrating with IBM Business Monitor V7.5. Similar to a BPEL process and a mediation flow, a BPMN process (BPD in the process application) can also be monitored using Business Monitor. I’d like to share with everyone my recent experience of BPMN process monitoring implementation, which might be helpful for you in any of your projects implemented using BPM 7.5 and later.

Please find below the steps involved in the process monitoring implementation using Process Designer and Integration Designer.

Process Designer:
After a BPD (Business Process Definition) is created in a process application, the tracking definitions have to be added in the BPD. These tracking definitions can be added using Intermediate Tracking Event in the BPD. Before adding the tracking definition, a tracking group has to be created containing all the fields, which need to be tracked in the BPD. A tracking group and can either be created from Performance tab in the left panel under the process application or from the intermediate tracking event in the BPD. Please look at the screen shot below for the tracking group.


After the tracking group is created with all the fields, to be tracked, drag and drop an intermediate event from the palette in the BPD, where you want to define tracking. Please look at the screen shot below for the intermediate event and the implementation part of it.


The tracking group has to be selected or created and the tracked fields should be assigned values (either from process variables or hard coded values) as shown above. Similarly, we can add multiple tracking events in BPD where ever you want to define the tracking. Finally, we need to enable process monitoring in the process app settings (under Monitor Settings) for the process application as shown below.


Integration Designer:
After the changes are done in the Process Designer, a monitor model has to be created using the Integration Designer. A monitor model can either be generated from the process application directly(right click the process app in Business Integration view) or created separately. If we want to create and define our own monitor model instead of generating from the existing process app with predefined inbound events and metrics, we have to create a monitoring project and then create a monitor model. After opening the monitor model in the monitor model editor, we need to define the monitoring context, inbound events and metrics. Before defining the event parts in the inbound event, we would need to know the event(CBE) xml structure for the events emitted from the BPMN process.

We can look at the actual event data using either CBE browser(after enabling event data store) or Event Recording(after enabling event recording) in the admin console in our local test environment, as shown below.


The type/format of the events(emitted from BPD) differs from that of a BPEL process.

http://www.ibm.com/xmlns/prod/websphere/monitoring/7.5
is the namespace of the XML Catalog, defined for the events emitted from a BPD. It contains the predefined data types(like mon:eventPointData ), which needs to be selected while adding the event type in the event parts of the inbound event.

In a BPEL process or a mediation component, we have an option to configure any activity or a variable to emit events, so that we can limit the number of events getting emitted to the Business Monitor. However, in BPD, events will get emitted for each and every activity in the BPD and I believe there is no option to control or filter the events getting emitted to the Business Monitor. So, its better to filter the events in the monitor side (receiving end) by adding a filter in the inbound event. Since we have added the tracking events in the BPD, we just need to filter only those events in the monitor side in order to consume the data for the metrics, as long as we don’t need data from the other activities. The following condition would filter out only the tracked events

xs:string(Task_Created_or_Completed/EventPointData/mon:kind) = 'EVENT_THROWN'

After the inbound event is defined, we have to create all the metrics, triggers, timers, counters, cubes, dimensions, KPIs etc., based on our reporting requirements. The reports can be viewed in the Business Space during runtime, after the process app and the monitor model are deployed.

Parthasarathi Jayapathi, a Consultant at Prolifics, has over 8 years of IT experience having expertise in the IBM WebSphere suite of products. Partha has worked with many customers implementing SOA and Integration solutions using IBM and J2EE technologies. He is specialized and certified in BPM V7.5, WebSphere Process Server, WebSphere ESB, WebSphere Business Monitor and WebSphere Lombardi Edition with extensive design and development background. He holds a BE degree in Computer Science, graduated in 2003 from Bharathiar University, India.

Tuesday, November 6, 2012

"It's the Business Process, Stupid"

It is election day in America and with the economy being the central theme, all of us are reminded of the words made famous by James Carville during the Clinton campaign of 1992 – “It's the economy, stupid”. Today, IT Departments around the world are coming to an important realization as they try to align their solutions to their respective business clients – A successful IT strategy revolves around BPM and making Business Processes the core of every solution that they build for their business. The historic challenge of aligning IT with Business is finally seeing a solution with BPM.

However, BPM is no panacea and if not implemented right will end up being yet another IT initiative. When I say right, I am not just talking about the right tool or the right architecture. No doubt those are important, but there are other aspects of BPM Implementation that need to be prioritized and really focused on which, if not done correctly, will not result in why you wanted BPM in the first place: To offer your business clients the real deal.

1. Alignment to Business Goals: It is extremely essential to map every BPM initiative to one of more of measurable goals that a business has. Every business has a Business Plan and in that plan there are defined Business Objectives and SMART Business Goals. Businesses setup new processes or re-engineer existing processes to achieve these goals. Every BPM initiative that is implemented should be able to clearly define what Objective / Goal in the business plan that it will help achieve. For e.g. in an Insurance vertical, loss ratios, combined ratios, underwriting ratios are typical metrics that are monitored by business units and any process re-engineering initiatives that can help improve these ratios for the company is of extremely high importance.

2. Measurement: When it comes to Real Estate, it is all about – ‘Location, Location, Location’ and when it comes to BPM, it is all about ‘Measurement, Measurement, Measurement’. No BPM initiative can be deemed successful if you are not able to measure the change that has been achieved based on the new process that has been put in place and how that maps to the strategic business objectives and goals. In key BPM engagements the Prolifics has been involved in, we have been able to quantitatively demonstrate to the business owners the efficiencies in the re-engineered processes in terms of time and cost efficiencies achieved.

3. BPM Adoption Strategy: While business focus in paramount in BPM, it is still the IT organization that needs to champion BPM and ensure that it is adopted and well executed within an organization. While I have seen a lot of focus by customers on the choosing the right BPM platform, focusing on architecture and design patterns, discussing best practices etc. it is most important for IT leadership to realize that this is a BPM journey and you need to think holistically from multiple dimensions.

  • Are you ready for this? What you need from People, Process, Skills etc. to start adopting BPM
  • It is not just architecture and best practices – it is also about an overall organizational adoption across the entire SDLC from inception all the way to construction and transition – not just at a project level but at a program level.
Prolifics’ BPM Consulting & Advisory Services Teams come with a defined methodology that guides IT Organizations on adopting and executing a successful BPM Program.



I strongly believe that BPM is not just yet another three letter acronym but is the “Change” that will revolutionize the way IT does Business.

To find out more about Prolifics' BPM practice, please visit: http://prolifics.com/bpm.htm

Rajiv Ramachandran is the Vice President of the BPM & Connectivity Practice at Prolifics. He has 14 years experience in the IT field — 3 of those years at IBM working in the development teams at its Object Technology Competency Center in Bangalore, India. He was then a Solution Architect implementing IBM WebSphere Solutions at Fireman's Fund Insurance. Currently at Prolifics, he manages a 100+ member worldwide team that focuses on BPM, SOA, Decision Management, Architecture and Infrastructure. An author at the IBM developerWorks community, Rajiv has presented at IBM Impact and IBM WebSphere Services Technical Conference. He holds an MBA from UCLA Anderson School of Management.

Monday, June 25, 2012

ILOG Integration with Process Designer (IBM BPM 7.5.1)

Some information I gathered on best practice of ILOG Integration with Process Designer (IBM BPM 7.5.1):



Connecting JRules directly from IBM BPM Via Webservice-SOAP connector:

Just want to add that this is not a best practice, but a nice description of one way to integrate BPM 7.5.1 with JRules. There are multiple factors that impact the integration pattern. You always have to consider the information model in scope for the rules, that is far different from the model for the process. So the BPD will most likely not be able to send all the data to JRules. There is always a middle man, service, responsible to populate the data graph needed for the rule processing. With BPM Advance this could be a SCA component integrated as Advance Integration Service, in BPM Standard a java component exposed as web service and consumed as such within the BPD.



JRules connector directly in IBM BPM

The goal of embedding the ILOG rule editor inside IBM BPM is to provide a much simpler way to modify the behavior of the processes. Those rules live within the process and as such a new version of the process needs to be redeployed every time a rule needs to be changed.



SOA Best Approach:

The SOA based approach for Business Process Management suggests the options as below:

  1. Blueworks Live -> Business Process Manager

  2. ILOG(create Business rules) -> Websphere Integration Developer -> Process Server



Identify the Hosted Transparent Decision Service (HTDS) interface
.
Create an SCA library for HTDS WSDL. 

Defines a mediation module for the interface mapping. 


Joel Krishnan, a Solution Architect for Prolifics, has over 9+ years of IT experience and has worked in many customers implementing technology solutions across multiple business verticals.He is specialized in IBM BPM specifically in ProcessDesigner.He has extensive experince in Architecture/Design and Devopment of IBM BPM.He is also certified in IBM BPM. Joel received his BE in Electrical Engineering in 2002.

Wednesday, June 6, 2012

How to Delete Process Applications from IBM BPM 7.5.1

As a new feature of the Business Process Manager V7.5.1 platform, process applications can now be deleted from the repository. In the previous version of BPM, version 7.5.0 & 7.5.0.1, users could only archive snapshots within a process application. This did not remove the application; rather it was merely hidden from the default view and it was still stored in the repository and the database.

In the latest version of BPM, users can now actually delete the process application, and in turn, delete all snapshots and instances tied to that application, including deletion of these entries from the database.

To delete a process application, click on the process application that you want to delete and then click on Manage.


Next, click on Archive Process App and click on Archive.


Click on the Process Apps tab of Process Center and then click on Archived.


Click on the process app that you previously archived and select Delete Process App, click on Delete.


If you then return to the Process Apps tab in Process center, you will notice that the process app no longer appears in the list.

We can actually confirm that all database entries are also removed as part of the process app deletion. Here we can see that the entry for our application named TestApplication was added to the BPMDB in the table LSW_PROJECT.


After deleting the process app, this entry is no longer present in the table. If the application contained snapshots and BPDs, these entries would also be removed from the LSW_SNAPSHOT and LSW_BPD tables respectively.

Please keep in mind, that this cleanup only happens in Process Center. Currently, the product does not have the capaibility to clean up these components on the Process Server side. However, this is an important new feature to help keep your Process Center repository clean and its database clean and efficient.

Seth Gagnon, a Senior Consultant for Prolifics, has over eight years experience in the healthcare industry and has worked with business process management technology to automate member enrollment and claim adjudication for a Fortune 200 healthcare client. He has experience in IBM middleware products such as WebSphere Application Server, WebSphere Process Server, WebSphere Business Process Manager, and other products in the IBM BPM stack. Seth received his BS in Management Information Systems from the University of CT and his MS in Technology Commercialization from Northeastern University.

Thursday, April 26, 2012

Establishing a BPM Center of Excellence - IBM Impact Session #2135

Next week at Impact, I will be presenting on the topic of establishing a BPM Center of Excellence. When business process thinking becomes more ingrained in the culture of an organization, and the benefits of process improvement and innovation begin to be realized, the demands on BPM teams will increase, sometimes dramatically. It is by that point organizations must consider how to manage, prioritize and support multiple initiatives across the enterprise. A properly defined and established BPM Center of Excellence will provide the structure and orchestration needed to ensure an organization gets the most from its valuable resources, while continuing down the path of process maturity. This session will look at how a BPM Center of Excellence should be established and staffed, and where in the organization it should reside to deliver the most value.

People should attend this session to gain an understanding of how BPM Centers of Excellence can and should be the hub for all things BPM in an organization.

Session Details:
Establishing a Business Process Management Center of Excellence
Session Number: 2135
Speaker: Howard Webb, Prolifics
Date: Tuesday, May 1, 2012
Time: 3:15pm - 4:30pm
Location: Delfino 4101B

Howard Webb is the Director of BPM Advisory Services at Prolifics. Howard and his team provide consulting and guidance to clients in transitioning to highly efficient Process Managed business models, and equip them for success in their BPM initiatives. For over 25 years he has been a consultant, trainer, facilitator, and speaker on the topics of Business Process Management (BPM), data architecture, and project management. He founded the Midwest BPM Users Group and has published articles on BPM and enterprise architecture. Prior to coming to Prolifics Howard was founder and partner of Bizappia, a consulting and services firm focused on business agility, performance and innovation. Prior to Bizappia, he was a Sr. BPM Technical Specialist with IBM.

Tuesday, April 24, 2012

Viva Las Vegas!

It's almost IMPACT time and for all of us in the IBM community – it is our version of “March Madness." Starting on the 29th of April, Las Vegas will play host to the largest gathering of professionals that use the IBM WebSphere platform to build solutions that power Fortune 500 companies to the latest start up in the Silicon Valley.

For us at Prolifics, this is our largest event of the year and a great opportunity for us to get together with our customers, IBMers and peers in the industry. It’s our chance to discuss all of the great work we have done over the last year and learn from everyone in this community on the challenges facing us and the direction this industry is taking. However 2012 is very special for us in multiple ways – This year our customer Steve George from Huntington National Bank (HNB) will be a keynote speaker at IMPACT. On every occasion that Steve and I have met in Columbus, we have had very interesting conversations on what Steve’s vision for implementing SOA at the bank. He is one of those thought-leaders who clearly understands the opportunities and challenges that HNB faces. We at Prolifics are proud to have been and continue to be part of the journey at Huntington National Bank as they build their agile service-oriented enterprise and take their next steps to process-oriented excellence. I am really looking forward to listening to Steve and speaking with him again in Vegas. In addition to Huntington we will have Apple Vacations, CIGNA, IDP and several of our other customers presenting their success stories and how Prolifics helped them achieve their business needs. While you are in Vegas and enjoying the conference, please make your way to our booth and our sessions – this consolidated list should help you make Prolifics part of your IMPACT plans:

Visit www.prolifics.com/impact-2012.htm to see a complete list and read more about our upcoming speaking sessions.



For me personally, IMPACT 2012 adds another milestone to my professional career. I will be part of a panel of IBM Business Partners who will be discussing our success stories with the broader IBM community. I am really looking forward to hearing from my peers on the panel and adding value by providing my insights into what IBM and its Business Partner community can do together to help our customers and make them successful.

I’m looking forward to a great week and seeing everyone at IMPACT - "Viva Las Vegas!"

Rajiv Ramachandran first joined Prolifics as a Senior Consultant, and today is Vice President of the BPM & Connectivity Practice. As the leader of the BPM & Connectivity Practice, he leads a global consulting team at Prolifics that is responsible for helping our customers implement successful Enterprise Integration and BPM solutions. He has over 14 years of experience in the IT field having worked at IBM and at many of our key customers as a Solution Architect for several years implementing technology solutions in the Insurance and Healthcare sectors. An author in the IBM developerWorks community, Rajiv has presented at IBM Impact and IBM WebSphere Services Technical Conference.

Monday, April 16, 2012

Customer Case Study: Cigna Healthcare and BPM Process-Centric Tools - IBM Impact Session #2108

At Impact 2012, Prolifics and Cigna are joining together to deliver an exciting case study focused around Cigna's innovation through BPM. During this presentation Anant Gupta (VP BPM at Prolifics) and Kevin Hutt (Cigna) will provide an exclusive look into the organization's strategic vision and how leveraging BPM process-centric tools brings the agility needed to grow and evolve over time.

We sat down with Prolifics' Howard Webb to get a better idea of what attendees can expect to hear at this session:

Can you tell us a little more about the session hosted by Prolifics and Cigna?
Business Process Management is often considered a solution for businesses that are struggling and in need of improvement. While this is true, successful organizations as well must be diligent about continuous improvement. This session, presented by Cigna will examine how a successful company is taking advantage of BPM as a new approach to aligning process execution with business strategy to provide even greater levels of customer service while continuing to drive down operating costs.

Why should someone at Impact attend this session?
People who are either beginning their BPM journey or have been involved in BPM for some time should attend this session. I believe they will be interested in hearing how a successful company is dealing with both the challenges and opportunities presented by moving to a process managed culture.

For more information about the session, click here. Be sure to stop by Prolifics' booth G1 at Impact and check out our other speaking sessions.

Session Details:
Prolifics & Cigna: Customer Case Study: Cigna Healthcare and BPM process-centric tools
Session Number: 2108
Date: Tuesday, May 1, 2012
Time: 1:30pm - 2:45pm
Location: Lando 4201A

Tuesday, April 10, 2012

Business Orchestration Server for IBM WebSphere Operational Decision Management

The event runtime is a shared, secured component that runs Decision Server Events assets such as business objects, events, and actions. After the business events are defined and developed using development tools such as Event Designer and Business Space it needs to be deployed to be available at runtime to be executed.

Interaction between event runtime and outer application happens using the various connectors. The event runtime starts collecting and filtering the business event information it receives from the connectors that have been implemented and business users have described and stored. The event runtime environment sorts through the volume of event information it receives and associates the relevant information it detects, it can then match whether the event is pertinent to the defined patterns and correlations that the business users have described and sorted.

Business information can be from short activity, combination of multiple events or may be complex events processing, once runtime senses a defined pattern it initiates action which can be anything defined by the system. Once we deploy the event runtime it retrieves the assets and uses them as instructions during event handling to do tasks such as creating business objects, evaluating filters in event rules and firing actions.

The picture below depicts high level architecture for Business Orchestration Server (The event runtime)


As shown in the picture above Business Orchestration Server (rhe event runtime) is implemented on WebSphere Application Server. It is installed and deployed as an application (wberuntimeear) with in WebSphere Application Server to take advantage of all the benefits of WebSphere Application Server including high availability, scalability, security and transparency of operations and use.

Since event runtime is actually an application running within WebSphere Application Server its access is controlled by WebSphere Application Server. The event runtime is based on publish/subscribe architecture and it supports messaging layers of WebSphere Application server and utilizes WebSphere messaging platform. Basic concept and mechanism on which event runtime works on is CBE (Common Base Events) and CEI (Common Event Infrastructure)

CBE is defined as standard/platform independent XML schema to be used for the format of business events to be sent to runtime using connectors

CEI is an event notification and event transmission framework that is used as a mechanism for passing events in CBE format to event runtime

The CEI is IBM's implementation of a consistent, unified set of APIs and infrastructure for the creation, transmission, persistence and distribution of a wide range of business, system and network CBE-formatted events

CEI provides public interfaces to:

  • Publish (or emit) an event
  • Subscribe to events that match a particular filter (event group)
  • Consume an event
  • Query historical event data (if the optional event data store is enabled, this can be achieved via a published interface)

The CEI provides a point of integration to consolidate events from a number of potentially disparate and diverse sources. It also provides the ability to distribute these events to consumers. These events are represented using the CBE model described.

Using CEI products, applications and functions are able to integrate their events. This enables the support of the end-to-end business-centric process views that these services make up.

At the runtime during the execution of Business Events we need to have database system configured as the runtime configuration for Business Events is stored within the database and at the time of initialization and real run time it retrieves the data to process the incoming events. For complex processing of events and executing actions database can also be configured to store information about for subsequent processing.

The event runtime supports almost all Professional RDBMS databases

The picture below depicts the Business Orchestration server run-time architecture


  • The event runtime is the core of Business Events. This is where the logic of business event processing takes place.
  • Connectors are internal system components that provide codeless connection to and from touchpoints via a variety of protocols.
  • The repository provides shared, secured storage for definitions of Business Events assets.

Business Orchestration Server (The event runtime) mostly consists of these following components:

  • WebSphere Application Server Network Deployment
  • A RDBMS to contain the repository such as business objects, events, actions….
  • The Decision Server Events application for business event processing (BEP), wberuntimeear
  • The WebSphere Business Events application installed and deployed with in WebSphere Application Server Network Deployment.
  • Java Message Service message queue managed by a message queue server such as WebSphere Application server ND service integration bus or WebSphere MQ.
  • Event connectors and action connectors for touchpoints
  • A database manager to serve as a message store for persistent messages
  • A LDAP or Microsoft Active Directory, if user authentication is required
  • JDBC drivers for database access at runtime

The following picture depicts the event runtime processing:


The event runtime manages the real-time business event coordination that was defined during application development. As an event occurs in a touchpoint that potentially requires one or more actions in another touchpoint, the relevant data (field name, field type, and value), called an event payload, and is passed using the connector of the touchpoint to the JMS message queue. Web services environments that employ SOAP to package messages and other protocols like HTTP, can direct those messages through the JMS queue.

The event runtime retrieves the message from the JMS queue and populates the appropriate intermediate objects with the values contained in the event payload. The event runtime parses the event, identifies the interaction sets that reference the event and determines whether any filters exist that require further evaluation.

If an action includes a filter, the event runtime attempts to evaluate it to determine if the filter conditions for a given action have been met. For complex event processing, this includes determining if referenced events or actions have occurred or not occurred as described in the filter condition. If any values are missing, the event runtime will attempt to retrieve the missing information from an external data source. The action is initiated only if the filter condition is true.

If the action does not include a filter, then the appropriate action will be initiated.

The event runtime passes the relevant data (field name, field type, and value) associated with the action from intermediate objects as an action payload to the outbound message queue, where it is picked up by the appropriate connector. The connector pushes the data to the appropriate touchpoint(s) and initiates logic within the touchpoint to perform the appropriate activity. The connector might return a result back to the JMS queue, where it is retrieved by the event runtime as a new event and processed appropriately.

If the action requires human intervention, it is directed to User Console, where the user can access it. When the user responds to the information displayed on the screen, the response is sent back to the JMS queue as a result event, where it is retrieved by event runtime as a new event and processed appropriately.

History for events, actions and filters used in event rule group evaluation is stored in a History database manager. This information is retrieved, formatted and displayed as charts in real time in Business Space by the Event Chart widget.

Alok Keshri, a Technical Manager for Prolifics focusing mainly on ILOG-JRules and WODM 7.5, has over eleven years of experience in the IT industry spanning across various industries. He is an experienced and resourceful enterprise software Tech Lead/Architect and has worked with J2EE/ SOA/BRMS/ BPM technologies. He is specialized in Object Oriented Analysis, Design, Development, and Estimation of projects with heterogeneous Web technologies in complex business systems based on a variety of platforms. He has extensive experience in IBM middleware products such as WebSphere Application Server, WebSphere ILog-JRules, WebSphere Message Broker and other products in the IBM BPM stack. He is also certified in WebSphere ILOG-JRules and FileNet. Alok received his BE in Electrical Engineering in 2000.

Tuesday, March 6, 2012

The Importance of Unique Cell Names in BPM 7.5

In order for the many features of IBM Business Process Manager (BPM) Advanced 7.5 product to function as designed, one must plan accordingly and pay attention to detail, specifically around naming conventions.
BPM 7.5 includes a feature known as the Process Inspector. This feature, in Process Designer, allows developers to run and debug processes in the Process Center authoring environment, as well as, remote Process Server environments that are connected to the Process Center. Process Inspector provides a centralized location for viewing and debugging running process instances in any environment connected to your Process Center. Table 1 below outlines some of the main tasks that the Inspector allows a developer to perform.

Table 1 – Tasks in Process Inspector (IBM, 2011)

In order to use the Inspector functionality to its full potential, it is important to ensure that each of your BPM cells has unique names. According to the IBM BPM 7.5 InfoCenter,
“Use a unique name for the deployment manager cell. A cell name must be unique in any circumstance in which the product is running on the same physical workstation or cluster of workstations, such as a Sysplex. Additionally, a cell name must be unique in any circumstance in which network connectivity between entities is required either between the cells or from a client that must communicate with each of the cells. Cell names also must be unique if their name spaces are going to be federated. Otherwise, you might encounter symptoms such as a javax.naming.Name NotFoundException exception, in which case, you need to create uniquely named cells.” (IBM, 2011)
Process Inspector does make use of connectivity between the cells and also from a client that must communicate with each of the cells. When connecting to Process Center through the Inspector, there is cross-cell communication that occurs when Inspector goes to look for the running instances you have in one of your remote Process Server environments. As an example, if a developer has deployed code onto the Process Center server (also known as the playback server) and is now ready to test the code on a remote Process Server environment, Process Inspector will allow the developer to kick off a process instance and debug the code step by step through the process, provided the snapshot has already been deployed to the remote Process Server. The drop down box in Figure 1 shows the various Process Server environments that are connected to the Process Center.

Figure 1 – View of Process Inspector while running a process instance

Normally, after selecting an environment to test your process instance on, Inspector would connect to the remote Process Server and allow you to execute your tests. However, if your BPM cells for all of your environments are named with the exact same name, you may see a screen resembling Figure 2, even though you have already successfully deployed the snapshot.

Figure 2 – Error messaging indicating no snapshots are deployed

When the BPM cell names are all the same, cross-cell communication experiences issues that will cause you to lose key functionality of the products, as described above. Figure 3 provides a high level view (as an example) of the connectivity between Process Designer (which contains Process Inspector), Process Center, and Process Server environments:

Figure 3 – Cross Cell Communication for Deployment in BPM 7.5 (Markowitz, 2011)

In conclusion, it is imperative that you review the pre-requisites for installing IBM BPM 7.5 Advanced, or any products for that matter, thoroughly to ensure a successful implementation. The old saying “measure twice and cut once” is always a good rule of thumb to avoid rework and further expense down the road.

Works Cited:
IBM. (2011). Naming considerations for profiles, nodes, servers, hosts, and cells. Retrieved February 16, 2012, from IBM Business Process Manager 7.5 InfoCenter: http://publib.boulder.ibm.com/infocenter/dmndhelp/v7r5mx/index.jsp?topic=%2Fcom.ibm.wbpm.main.doc%2Ftopics%2Fcins_naming.html
IBM. (2011). Running and debugging processes with the Inspector. Retrieved February 16, 2012, from IBM Business Process Manager 7.5 InfoCenter: http://publib.boulder.ibm.com/infocenter/dmndhelp/v7r5mx/index.jsp?topic=%2Fcom.ibm.wbpm.wle.editor.doc%2Ftopics%2Frunning_debugging_procs.html
Markowitz, E. (2011, 11). Product Development Director at Prolifics.

Seth Gagnon, a Senior Consultant for Prolifics, has over seven years experience in the healthcare industry and has worked with business process management technology to automate member enrollment and claim adjudication for a Fortune 200 healthcare client. He has experience in IBM middleware products such as WebSphere Application Server, WebSphere Process Server, WebSphere Business Process Manager, and other products in the IBM BPM stack. Seth received his BS in Management Information Systems from the University of CT and his MS in Technology Commercialization from Northeastern University.

Friday, January 20, 2012

Business Rules, ILOG and WebSphere Operational Decision Management

Business Rules and why they are needed?
Business rules have been a very familiar term not only in the insurance, banking and retail sectors but the public sector as well. Change is inevitable in any organization’s business. What drives them apart is how quickly one can adapt to change. But this is what everyone talks about - change and adapting to change. Where do business rules fit in here?

Rules are policies that are defined by the business and they are designed by definition to expect constant change. Moreover, since rules are defined and designed by the business, they make more sense to the business. Traditionally, a business has been dependent on IT to implement any change that occurs in an organization. Business rules give the power of implementing that change back to the business. This is what drives organizations to the world of business rules.

The prime and most robust solution to implement business rules is IBM’s Websphere ILOG JRules. The entire rule management solution is known as a BRMS (Business Rules Management System). In this article, we will look at the latest IBM offering – WODM (which is ILOG v7.5). Before diving into WODM, let us look at ILOG JRules and what your organization needs in order to implement ILOG JRules.

Exploring ILOG JRules
ILOG comes from two French words – “Intelligence” and “Logiciel” meaning intelligent software. When business rules are implemented in ILOG, they tend to act as intelligent systems which can give you an answer based on relevant information that you provide, hence the name.

Before moving on to a rules-based solution I recommend asking the stakeholders in your organization the following:
  • Do you need to improve your organization’s current decision collaboration with more visibility and transparency?
  • Do you need to see instant change or automate real time actions with high performance and reliability?
  • Is your organization spending too much time and money to change minimal decision logic?
  • Do you need increased speed and agility in your change control process?
If the answer to any of the above was yes, then ILOG JRules is the way to go.

An ILOG BRMS gives your organization the capability to put all your business rules in one place. This is called a rules repository. Not only are these rules separate from your application code but also independent of any change that occurs in your application code across the enterprise. Apart from being independent, rules in ILOG can be changed by the business without IT collaboration. Managers can monitor changed rules and for the first time business logic becomes transparent as opposed to embedded deep somewhere in that ugly thing called code.

In order to make a recommendation to your organization, you need to get a background of what would need to be done in order to implement ILOG’s BRMS (business rule management system). Let’s look at what components ILOG JRules consist of.

Components of ILOG JRules
WebSphere ILOG JRules has three different components. These are:
  • The standalone developer tool – Rule Studio Eclipse for JRules.
  • Rules Execution Server – web based tool to deploy and execute the rules.
  • Rule Team Server – web-based tool to change/update rules on production, for the business owners/ users.
Apart from the above, there are testing tools that might be needed; these include Decision Validation Services or Rule Scenario Manager (in the older version of ILOG JRules).

Since ILOG JRules is now being replaced by WODM we will now shift our focus on WODM (version 7.5)

WODM (WebSphere Operational Decision Management) – What, Why and How?
In an effort to package and market ILOG JRules as a more robust solution for entire decision management, IBM renamed ILOG JRules to WODM recently. This is ILOG’s 7.5 version. WODM gives your business the enhanced capability to integrate business events with business rules.

Before exploring further, let’s look at how one can distinguish between a business event and a business rule. A business event is something that occurs such as ‘a claim’ or ‘a transaction’ or ‘an alarm’. It’s the trigger that causes business rules to get invoked. An event does not care about the “logic” that goes with a business policy or change, rather it acts as a signal to invoke rules and generate a response based on the business rule.

Based on the above we can safely say that WODM does not really change the way ILOG has been as far as implementing a BRMS is concerned. It provides integration with business events but when it comes to what needs to be done to implement rules and a BRMS, there are hardly any surprises. Bottomline – if you are familiar or comfortable with ILOG JRules, you don’t need to worry about any learning curve in transitioning to WODM.

Since a picture is worth a thousand words, let’s look at one shall we?


The above picture represents a high-level view of WODM. The entire arrow on the left represents rules, and in parenthesis you can see “WebSphere ILOG BRMS.” The right hand side of the picture includes WebSphere Business Events.

Exploring WODM
In order to improve the quality of repeatable transactions and process-related decisions, a combined business rules and business events platform is needed. WODM provides this solution. It enables stakeholders within any line of business to create decision logic, separate decisions from processes and applications and execute real time decisions based on various interactions.

Components of WODM and Differences from ILOG JRules
Below is a figure representing components of WODM:


From the figure above, there are two specific components that need mention – Decision Center and Decision Server. Let’s look at what these are and how they differ from ILOG’s previous versions.


And, that is it. The way business rules were designed previously in ILOG does not change. Instead of using Rule Studio eclipse, now the enhanced Rule Designer is used. Decision Center for business space offers the capability to change namespaces out of the box and view enhanced reports for business rules and events.

Having discussed what WODM (and ILOG) is and what it consists of, let me now propose a delivery structure that gives you an idea of how your organization can implement a BRMS.

Proposed Delivery Suggestion for WODM
In order to establish a new BRMS system, there has to be detailed steps involved with Installation, Testing and Integration of the BRMS with application server environment. A new BRMS delivery approach should be broken down in four phases:
  • Installation of Decision Server (Rule Designer and Rule Execution Server) on IT developer and Architect’s personal machines.
  • Installation of Decision Server (Rule Execution Server) on dev/qa boxes and rules exposed as a service to be consumed by other services.
  • Installation of Decision Center (Rule Team Server) on dev/qa boxes in order for rule reviewers and business users to change rules on the fly.
  • Replicating qa installations of Decision Server and Decision Center on prod boxes. Note: Decision Center prod install is optional based on your organization’s governance policies.
The above breakdown of phases in which a WODM-ILOG based solution is delivered ensures that the rule solution has first been integrated within the SOA enterprise before the rules are exposed for being edited by the business. This breakdown also ensures if any leaks and gaps are present they get detected in the first three phases rather than breaking the system and causing damages on production when business users make a change on the fly. The above breakdown also takes into consideration the learning curve associated with making business users comfortable with changing business rules.

Transitioning from ILOG to WODM is an easy process and all your organization needs to do is get the latest software from IBM and follow the four step process above. Learning curve is almost zero if your organization is already using ILOG.

Conclusion
Business rules in general drive your organization towards becoming highly agile and flexible to change. Implementing a BRMS in your organization gives you an edge over your competitors in today’s world of quick adaptability. Automated decision making capabilities reduce cost and overhead for your organization. IBM’s WebSphere Operational Decision Management is the most robust solution to achieve your organization’s goals of having transparent and improved quality of transactions and process related decisions.

Akshat Srivastava is an ILOG consultant at Prolifics with 5 years experience in the IT industry having worked in insurance, banking, retail and public sector companies. He is experienced in all aspects of the development life cycle, including bottom-up estimates, analysis, design, development, testing, release management, and bug-fixing. He has created rule based solutions at various clients, authored rule repositories and best practice documents while focusing on ILOG as the implementation environment.

Thursday, December 15, 2011

The 3 levers of Business Agility in Action. Prolifics Weighs In!

In October, IBM hosted a Business Agility Executive Forum in New York City that was streamed live around the world. The event was focused on how organizations can transform their businesses for continued growth in today’s marketplace. During this information-rich forum, those of us in the audience and streaming the video live, were able to hear how successful companies are improving agility through interconnected business processes supported by a flexible infrastructure.

The Business Agility launch was focused on three key levers – decision management, process management and technologies. Another key theme of the event was how organizations should “Think Big, Start Small, Scale Fast.” All of these themes resonated well with Prolifics and our customer, IDP, who was the keynote client speaker at the event in NYC. Prolifics also had the opportunity to participate, as our VP of BPM and Connectivity, Anant Gupta, was chosen to speak on the panel with IDP. We were pleased to be a part of such a highly informative and interactive panel discussion.

I’d like to discuss IDP’s solution in greater depth, which is a great example of the three levers in action.

Achieve better decisions driven by analytics and business rules - IDP incorporates a sophisticated business rules engine (via ILOG JRules) which is insurance carrier specific and involve algorithms that determine policy rates in real time. Not only does JRules provide the complex logic behind the ratings, but its ease of use allows business analysts, not programmers, to create the rules for each carrier. Another key feature is the governance around the rules. Each configuration can be versioned, and the auditability feature means that it is easy to show compliance with any regulatory needs.

Take a smarter approach to process and integration - IDP integrates data through its usage of IBM WebSphere Enterprise Service Bus across the platform and can deliver data via Web 2.0 on desktops and mobile devices. IBM WESB mediates between the Agent Portal and the third-party Web services carriers use, such as credit reports, payment processing, and claim history repositories. The beauty of the enterprise service bus is that it enables each carrier to link to Web services without affecting the core SaaS solution. No matter how customized the user experience is, the SaaS solution doesn’t have to know anything about the back-end systems it is calling.

Accelerate application, service and information delivery with SOA and extend reach to cloud and mobile – IDP’s solution is a SaaS-based insurance agent portal. Since SaaS is administered by the provider on a one-to-many basis, it’s easier for the provider while also freeing carriers and agents from software administration. Additionally, SaaS is future-proof by scaling and allowing for growth. IDP also offers 24/7 access from anywhere in the world thanks to its mobile component which requires zero architectural changes to the platform. That means that companies can immediately increase efficiency by having insurers, agents and customers all have access to the tools they need and be self-serving.

Another key theme at the launch, “Think Big, Start Small, Scale Fast,” is a philosophy that Prolifics has always adopted helping customers move toward SOA and BPM. In previous years we won the Impact award for work that we did at customer, Equinox Fitness. I recall for that account we created a 3-year strategic plan and roadmap for them, yet we created quick wins to help them realize value immediately while moving them toward fulfilling their long term vision. This is definitely an approach that I would recommend, combining both strategic and tactical activities.

For a video replay of the Business Agility Executive Forum, please click here. I would also like to share some photos from the event. You can read about Prolifics' solution at IDP in this case study. To learn more about how Prolifics is helping companies with their SOA and BPM initiatives, visit our website: www.prolifics.com.

Devi Gupta, Vice President, Marketing for Prolifics

Monday, October 24, 2011

Modernization Project Using IBM Case Manager

Business Application:
Service Purchase Plan Process

Business Challenge:
Prolifics is currently involved in a project at a large public retirement system. In an effort to modernize its infrastructure, the company wanted to ensure that the architecture is interoperable and robust by proving architecturally-significant functionality rather than demonstrate complete business functionality. Equally important is the need for the system to demonstrate that it is agile enough to be modified (e.g. associated business processes and rules) significantly faster than its UPS (Unified Pension System) counterpart. In addition, the Project must demonstrate that straight-through processing is achievable by allowing exception-free instances of processes to execute to completion without any manual intervention.

IBM Case Manager provides an installation framework where you can install IBM Case Manager in a distributed architecture where IBM Case Manager is installed on a separate system from FileNet P8. The IBM Case Manager installation program installs Case Manager Builder, Case Manager Client, the IBM Case Manager administration client, and the IBM Case Manager API.

The distributed system architecture is ideal for large production environments. The following graphic shows the typical architecture of IBM Case Manager in a distributed environment and the features that IBM Case Manager can integrate with.


Solution:
  • Using an existing business process, Purchase Service Request, we designed and built the environment, which will be established on a VM configuration. This includes the installation of the requisite IBM Case Management, ILOG JRules, Lotus Forms, Datacap and Thunderhead software. Here is an example of the process flow and how the difference technologies in Case Manager are leveraged:
  • Case Builder is used for Business Process Modeling and configuring workflows
  • ILOG Rules Studio authors and tests rules in JRules that are harvested from the existing UPS system
  • Develop and integrate Lotus Forms user interfaces
  • Configure a Datacap batch class and release scripts to load documents into FileNet
  • Define and generate XML payloads containing the data necessary for the production of member correspondence
  • Create test data, test cases and validation of the testing results
  • Functional and integration testing of the ICM, ILOG JRules, Lotus Forms, Datacap and Thunderhead application components
Value Proposition:
The company supports Member Service Request transactions online and risk-based quality control, giving them the ability to shorten cycle times, improve service levels, and mitigate risks across their Service Processes. This enables increased throughput and capacity with existing resources and eliminates costs associated with document shipping, inbound document processing and operations processes.

How does IBM Case Manager help our customer?
  • Provides knowledge workers with a contextual environment and 360-degree case view
  • Helps knowledge workers create and participate in ad hoc and structured workflows
  • Delivers real-time case metrics and integrated sentiment and content analyses to streamline workloads and remediate obstacles
  • Offers a business–focused design that includes interview-style interfaces for case construction and the ability to capture industry best practices in templates
  • Facilitates sophisticated decision management using an integrated business rules management approach, which uses automation and dynamic business rules to simplify assessment and payment processes and easily respond to ever-changing policies and legislation
  • Simplifies collaboration and boosts productivity through social software and communication

Key benefits IBM Case Manager Solution:
  • Program efficacy: achieve better outcomes and results
  • Employee and case worker effectiveness: handle more cases with fewer resources
  • Optimal case outcomes: improve safety, cut costs and increase revenue
  • Process efficiency: leverage automation wherever possible and focus on exceptions
  • Compliance and visibility: manage risk and achieve compliance cost-efficiently

Khaled Moawad is a business consultant with 15+ years of experience in the field of IT. He has participated in large IT projects at multinational organizations in different fields. Khaled's business consulting experience is in IBM Enterprise Content Management, IBM FileNet, IBM Advanced Case Manager, and Lombardi Business Process Management. Khaled has excellent analytical and wide application-based process re-engineering skills, including project management expertise. During his career, he has gained a wealth of experience throughout all stages of pre-sales, implementation, support, software development and project management.

Self Service Applications and Case Management

In today’s electronic world, any organization that serves its customers should have a means of communication to provide higher levels of service. Gone are those days where customers use to make phone calls or visit a customer service center to get their work done. Today customers are using electronic mediums like PCs, mobile devices, tablets, kiosks, to perform their tasks. Need therefore arises to build self service applications that are intuitive and time sensitive to information that customers need.

IBM Case Manager is an enterprise case management system that provides a 360 degree view of any case that is being worked upon. Information flow to and from the case management system can be from multiple sources. Case Management systems are predominantly viewed as an internal application to be used by knowledge workers and the management in an organization. Customers normally do not have access Case Management system. In order to provide a seamless integration between the customers and the Case Management system a self service application is required. Self Service Applications could be internet enabled web applications that have seamless connection to the Case Management System. The IBM Case Manager provides industry standard interfaces to enable such Self Service Applications to communicate with the Cases and their data.

Case Study:
Our customer, a large city organization, is in the process of modernizing its systems to provide better services to its members. As part of this Modernization effort, Prolifics is helping this customer in building an enterprise case management solution leveraging IBM Lotus Forms to capture the member inputs in electronic format and submit it to IBM Case Manager for further processing. Members can also view the status of the case using the Self Service Portal deployed in IBM WebSphere.

Benefits of Member Services Self Service Application:
Members can log on to submit their request over the web either from PC or other web enabled devices like smart phones, tablets, touch pads, etc.

Members can have a 360 degree view of their service requests and collaborate with their service provider for processing their requests

The turnaround time for processing member service requests is reduced from weeks (using paper request) to few days (using electronic forms)

Technologies Used:
IBM Case Manager 5.0, IBM Lotus Forms, IBM ILOG JRules Engine, IBM WebSphere Application Server, IBM Cognos Now, IBM FileNet P8 5.0 Platform, DB2, Red Hat Linux

Kiru Veerappan is a senior ECM Consultant with 15 years of Software Development and Management experience. He has been working on Enterprise Content Management and Business Process Management solutions for more than 10 years. He has created unique solutions while mentoring team members in solving real business issues in a timely and cost effective manner using the latest technologies. He believes in interacting with clients not just to deliver a piece of software but acting as an agent for change, delivering ideas while gathering requirements and providing real knowledge transfer. He has specialized in Content and Workflow Management solutions using IBM FileNet suite of products.