Transcript Enterprise Process Center 5 Screenshot Presentation Agenda Interfacing Services Enterprise Process Center 5 Design Philosophy Enterprise Process Center 5 Security Enterprise Process Center Architecture Enterprise Process Center 5

Enterprise Process
Center 5
Screenshot Presentation
Agenda
Interfacing Services
Enterprise Process Center 5 Design Philosophy
Enterprise Process Center 5 Security
Enterprise Process Center Architecture
Enterprise Process Center 5 Modeler
Process Management
Content Management
Organizational Management
Business Rules Management
Master Data Management
Service Management
Risk Management
Business Intelligence / Performance
Workflow Management
Web Portal
Best Practice Standards
Some of our Clients
Interfacing Professional Services
Enterprise Process Center 5 Design Philosophy
 Complex initiatives – kept clear & simple
 Built for the Business User
 Very short learning curve - short training
 Simplicity at all levels: SW, Methodology, Modularity
 Clarity – “get it at a glance”
 Collaborative
 Process Framework is the foundation for
 Integrated Document/Content Management
 Integrated Risk Management
 Integrated Organizational Performance and Compliance
 Powerful, collaborative, communication tool
 Bridge Business to IT
 Business: Process/Organization/Content, Risk/Performance Management
 IT: MetaData, App’s/SOA, Execution/WF Rules Management
A Modular Approach
Process Management
Content Management
Organizational Management
Workflow Engine
Business Rule Management
Master Data Management
Service Management
Risk Management
Control Management
Business Intelligence / Performance
Enterprise Process Center 5 Security
•
Robust, flexible security model to manage
different needs.
•
Security may be set via individual role,
resource, or group.
•
Role based security supported.
•
Security access by individual or group.
•
Security profiles control access to every object
in the Enterprise Process Center repository.
•
Integration with Active Directory supports
automatic authentication of users.
•
Security model extends to both the modeler
client and the Web Portal.
•
Security access (no access, view only, edit..
Etc) can be set on ALL objects at any level.
Enterprise Process Center Modeler Introduction
•The Enterprise Process Center Modeler is
designed for business users for ease of use
without sacrificing technical detail.
•The modeler is intended for high level
managers and process designers to intuitively
model processes and all their attributes.
•Our modeler features a highly customizable
interface, with movable panes and resizable
windows.
Enterprise Process Center Modeler: Interface
Panels may be minimized to the sidebar to
completely maximize workspace. (nice auto-hide
functionality available)
In Enterprise Process Center, all modules are
designed to function in a similar way, ensuring
ease of use across-the-board. Create risks,
controls, services, and master data using the
same work methods.
Use a high-level overview image to
navigate larger organizational
charts and processes.
Users are also able to
customize the location
placement of all panels to
their needs.
Process Management Overview
•Process management increases the visibility
of tasks and helps eliminate redundancies.
•By creating and enriching process maps,
your company is given the ability to analyze
its operations and information flows from a
holistic perspective.
•Intuitive process editing and design allows
you to extend company consistency by
allowing the same process design to be
implemented at multiple points in the
organization.
Process: Intuitive Modeling
The one-click drag and drop approach to process mapping,
documenting and reengineering puts the power of process-driven
management in the hands of business owners.
Cleary represented process
hierarchies allow you to drill
down through the process
structure and navigate with
ease.
Drill-down through a map. Subprocesses allow for full-scale
process modeling, while
maintaining a simple top-level
view.
Navigate across different
processes via inter-process links
to easily follow the true flow of
work.
Process: Assign Ownership
Information can be shown/hidden from the
map – users can click information on the map
to navigate to more detail
Ensure ownership of tasks by
assigning performers to each
activity.
Process: Process Reference
Maintenance
Process references can be created to represent an
existing process for ease of modeling and upkeep.
Updating the referenced process will update all
other instances.
Standardization
By creating process references, you can reuse the
same process structure multiple times, leading to
increased standardization and efficiency.
Process: Version Control
Enterprise Process Center is a collaborative
environment with a true client-server
relationship, meaning that when content is
edited, it is locked until work is complete,
ensuring integrity of information by
maintaining a single editor per version.
All objects in Enterprise Process
Center 5 include full version
control with approval history
capabilities and audit trails.
Restore previous versions of an
object for simple viewing and/or
publishing
Process: Approval Cycle
When an object is checked-in, the
approval cycle is launched,
dispatching automatic email
notifications to the assigned
approvers who must review any
changes made and submit their
approval before the object is
published.
Serial and parallel approval
routing methods supported.
Assign approvers via a specific
resource or role and allows you
to add multiple approvers
Process: Rotation
Choose from a variety of different view options:
Left to right for most business users.
Process: Rotation
Bottom to Top for IT
system developers and
architects.
Process: Approval Cycle
1.
Parallel:
Parallel routing notifies all approvers
simultaneously that they have been selected to
approve an Enterprise Process Center object.
2.
Serial
Serial routing launches a sequential review process
that identifies a list of successive approvers where
each approver must approve the object before the
next approver in the queue receives an approval
request email notification.
Process: Automatic Views
•The Enterprise Process Center generates
multiple different views of the same process
content automatically.
•Model your processes and then simply select
the desired view to gain a different perspective
on process structures.
•These views help visualize information
tradeoffs, process touchpoints, and more, giving
your designers a good view on how processes
can be improved to avoid silos and bottlenecks.
Process: Automatic Process Views
Enterprise Process Center 5
includes a chart magnification
tool that gives you a variable
zoom on a specific area of your
process maps, making it easy to
navigate larger process
structures from a birds-eye-view.
Process: Automatic Process Views
Selecting a flatmap view
generates a full end-to-end
process view.
When in flatmap view, you can
determine the number of
expansion levels for a top-level
view or full drill-down of all sub
processes down to the activity
level.
Process: Automatic Process Views
Select a swimlane view to see
where the process material
tradeoffs are being made with the
clarity to make effective decisions
on how to increase overall process
efficiency.
Automatically generate a
swimlane view based on role,
resource, asset, org. unit, or
performer to get a view of where
handoffs are being made
between process activities.
Process: Automatic Process Views
Switch between the BPMN
worldwide process notation
standard and our own
proprietary FirstSTEP notation
for ease of use of business users.
Content Management Overview
•Content management allows you to store
valuable documentation in a secure, central
location for easy access by all employees.
• By relating documents to processes, you
make company knowledge immediately
available to process users.
•With the Enterprise Process Center
documents are given a clear purpose,
encouraging employees to exploit the
knowledge available to them and share their
work-related information.
Content: Centralize Information
Import AND/OR or link to documents and file-folders from your company
network into the Enterprise Process Center to quickly build an efficient
document management system.
The Enterprise Process Center 5
document repository functions in
an identical way to Windows
Explorer, storing documents in
folders that can be launched
directly from the Enterprise Process
Center – ZERO CHANGE
MANAGEMENT.
Centrally manage documents such
as desk procedures, templates and
blank forms. Relate them to
processes, business rules and other
objects.
Open documents without even
opening the Enterprise Process
Center via Web Folders. Open
documents directly from the
program you are working in (e.g..
Word, Power Point, etc.) or from
MY Network Places. Enterprise
Process Center maintains security
rights (editor, read-only, or not
available for viewing) as well as
audit trail and versioning.
Content: Relating Documents to Processes
Avoid the pitfall of micro-modeling.
Maintain a high level of clarity and
value by attaching documents to
processes as procedures to explain
specific details.
Then open the documents directly
from the process map by simply
clicking on it, or through the related
documents pane.
Organizational Management Overview
•People, assets, and company branches are the
most basic part of a company.
•By mapping organizational units to objects in
the Enterprise Process Center, you gain the
ability to track all changes that are made to
objects within the Enterprise Process Center.
•Assigning ownership delegates tasks, activities
and responsibilities.
Organization: Roles, Resources, Assets
Capture an accurate image of your company hierarchy with ease.
Model organizational units to ensure proper ownership and
delegation of tasks.
View the organizational
chart in any orientation
desired by selecting it from
a drop-down list.
Choose the number of
levels of expansion in your
org chart – you control the
level of detail displayed.
Organization: Roles, Resources, Assets
Roles, Resources and Assets
are contained within
Organizational Units, for
quick access and easy
organization.
Enterprise Process Center 5 has total integration with Active
directory, allowing you to synchronize and maintain your
resources and other organizational details (eg. AD Username
& Password) directly from AD.
Organization: Roles
Define roles independently of
human resources to maintain
consistent process structure and
ownership even after employee
personnel changes.
Find the uses of each role, resource, and
asset to have quick access to the
touchpoints between each process and
activity that the resource participates in.
Organization: Resources
Ensure that the proper resources are
notified of tasks, modifications, and
audits.
Link Resources to Roles to ensure the
most efficient process execution.
Organization: Assets
Define company Assets to maintain a
library of non-human resources available
to your processes. Important for high-level
automation and service-based process
execution that must call on your
computational Assets to do work.
Business Rule Management Overview
•Standardize and enforce company
policy by modeling operations,
definitions, and constraints that
employees must follow through
Business Rules.
•Business Rules define and constrain
company processes in order to control
the behaviour of your company,
ensuring that employee activities are
aligned with business goals and
strategies.
•By connecting business rules to
business processes, you create a
direct correlation between company
policy and business activities.
Business Rules: Standardize Paths
For example, a rule may define limits as to
the number of products that may be
shipped in a single order.
Provide complete history and
background information to support each
rule that is modeled in the Enterprise
Process Center.
Standardize company policy by modeling
operational facts, invariants, terms,
derivations, and constraints as objects that
can be added to further clarify your process
maps. Provide Enterprise Process Center
users with appropriate decision paths to
take when executing their work.
Business Rules: Standardize Paths
Link rules to process activities to
define standardized work
methods that can be updated
globally in a single repository
without affecting process
structures.
Business Rules: System-Centric
For Rules that can be executed by computer assets, Services
can be implemented to remove the need to spend man-hours
on automatable tasks.
Master Data Management Overview
•Master Data management formalizes the
types of data that your company uses in
its operations, allowing for consistency to
be enforced in how data is represented
and used within IT systems.
•By modeling your data as master data
entities and attributes, information
becomes more open to being shared
along your processes by different IT
systems.
Master Data: Entities
Define business Entities as objects that can be
represented within the Enterprise Process Center
modeler. Entities define the specific object types
that are passed along through your processes,
allowing for the full integration and reusability of
objects.
Entities can define objects as coarse-grained as
‘Customer’, or as fine-grained as specific ‘Order’ types.
Master Data: Attributes
Define Attributes as information types for
the purpose of the automatic
identification of data fields by your
computer assets.
Defining specific object and information
types by modeling them as Entities and
Attributes gives your company the ability
to divide tasks between human and
computer resources. Increase company
efficiency by allowing your employees to
focus on tasks that cannot be automated
by IT services.
Master Data: Execution
Entities and Attributes provide the missing
link between business operations,
documentation and execution.
Relate Attributes to Entities to attach information types to
object types. For example, a product order e-form would contain
specific information fields that can be identified as attributes of
the ‘Order’ entity.
Define the uses of each entity and attribute to view touchpoints
between your data, objects, and process activities.
Service Management Overview
•Loosely-coupled Services allow for the agile
integration of business requirements and IT
solutions.
•With service management, your software
needs are fulfilled by modular service
components that communicate through a
routing system.
•With services, business strategies and IT
strategies can work in parallel, efficiently
mapping business needs to operational
resources without the need for wasteful
customization.
Services: Bridging the Gap
Service management allows the Enterprise
Process Center to not only document but
also manage the execution of heavily
transactional processes by accepting,
processing and transmitting data defined by
Entities and Attributes.
Link reusable services to specific automatable
business rules, or to specific tasks on your
process chart to enable the execution of
computer-centric processes without the
maintenance or intervention of human
resources.
Service: Implementation and SOA
Using services enables the linking of technology to your
business processes, driving your company towards a Service
Oriented Architecture (SOA) for greater efficiency,
standardization, and profit.
Using services allows your company to reuse applications and
functions along the process structure without hard coding
functions, leading to greater agility and flexibility.
Implement Services as web services that can be called from
their location in your company network.
Define Entities as Service input and output to ensure the proper
integration of your data.
Risk & Control Management Overview
•Business enterprise and Risk are
synonymous. Understanding and
managing risk is an inherent part of
the business process.
•Risk management is key for
compliance initiatives such as SOX,
BASEL II And ISO.
•By looking at risk management in
terms of processes, a business can
use known risks to its advantage
while offsetting the threat they pose
with specific controls.
Risk: A Dashboard View
Assure quick response and easy
identification of risks by prioritizing
them according to a standardized
risk profile matrix.
Identify, categorize and assess risks
in an independent repository.
Define what danger a risk poses to
your company and manage
appropriate countermeasures to
ensure that the risk is mitigated.
Risk: Defining Risks
For example, a fire risk may have a
very high impact, but low likelihood.
Based on these two values, the risk
priority will be automatically
calculated by the Enterprise Process
Center.
Define risks according to their impact
and likelihood with simple drop-down
menus.
Risk/Control: Linking Risks Processes
Link Risks to Processes for fast risk
assessment, allowing business users
to see exactly where risks are
encountered and what activities are
controls for greater clarity of
communication.
Control: A Dashboard View
Manage controls designed to
mitigate risks. Schedule audits to
test the effectiveness of your
controls to help attain compliance
under such initiatives as SOX, ISO,
and others.
Control: COBIT and COSO
Enterprise Process Center 5
supports the industry-standard
COSO and COBIT templates.
Control: Financial Controls
Also capture and manage all
financial assertions with ease. All
relevant control & risk details can
then be extracted into MS excel and
interactive dashboard risk matrices.
Risk: Relating Risks and Controls
Quickly assign controls to mitigate
risks and define their Impact and
Likelihood in mitigating the risk
factor.
Business Intelligence Overview
•The Enterprise Process Center has a BI &
Performance engine embedded for generating
custom visual reports through simple dragand-drop.
•Schedule periodic reports on any object that
is contained within the Enterprise Process
Center database.
•Reports are contextual to employee role and
their level in the organization. For instance, a
manager can get a top level view of entire
departments, while a low-level employee will
see stats related to his specific job.
•Our Business Intelligence manager collects
actual performance statistics through our
employee workflow engine, granting realworld performance data.
BI: Cognos Reports
The Web Portal includes built-in
customizable Dashboards & Reports,
providing all levels of management and
end-users with real time process, risk,
and performance detailed views in
multiple formats (xml, HTML, PDF, Excel,
etc.)
The EPC dashboards allows users to
switch between different views of the
same data (pie, bar & line charts) on the
fly
Web Portal Overview
•The Enterprise Process Center Web Portal is
the primary means for distributing process
content to employees.
•Securely access the content of your
Enterprise Process Center repository from any
location worldwide.
•Distribute the process knowledge that has
been created in the Enterprise Process Center
modeler.
•Have access to custom dashboards and alerts
on a per-user basis.
•Participate in employee discussions,
encourage all resources to partake in the
processes mapped in the Enterprise Process
Center.
Enterprise Process Center Web: MyEPC
The Enterprise Process Center’s employeespecific portal page, ‘MyEPC’ provides users
with information on tasks, activities and other
objects relevant to their job.
If a user is designated s approver on
an object, a list of those objects is
displayed for quick access.
Our Cognos BI (Business Intelligence) dashboards are
seamlessly integrated into the MyEPC page for easy access
to valuable information and custom reports on any object
in the Enterprise Process Center.
Processes to which a user is
assigned as performer are displayed
in a prioritized list.
Enterprise Process Center Web Portal
Easily access a dynamic view of
all your Enterprise Process
Center objects through any
web browser.
The web interface is also fully
customizable, all panes can be resized.
Auto-hide the repository tree to
maximize workspace without loosing
access to the drill-down navigation.
Enterprise Process Center Web Portal
Navigate process charts with a great deal of
speed and flexibility. Use the mousewheel to
zoom in, hold ctrl to move around large maps,
Enterprise Process Center Web Portal
Use a full screen mode to work with the web
client like a desktop application, maximizing
the amount of landscape for easier user
navigation.
Enterprise Process Center Web Portal
Content that is linked to each task (.pdf,
.doc, URLs etc.) can be accessed by simply
clicking on the hyperlink.
Enterprise Process Center Web Portal
Select from swimlane,
flatmap, and design
views for superior
process assessment and
analysis.
Full-Text Search
Search results will select and
highlight the associated task
All listed objects are hyperlinks,
simply click on the desired
object to access the content.
Enterprise Process Center
includes full text search of
every object modeled in the
database, including the content
of documents stored in the
Enterprise Process Center
repository – save valuable time
looking through documents.
Discussion Forums
Discussion forums on all
objects creates a place to
make suggest
improvements,
collaborate, and share
valuable information
Discussion Forums
Discussion forums on all
objects creates a place to
make suggest
improvements, collaborate,
and share valuable
information
Customizable Interface
Intuitive Admin settings for
branding the web portal to fit
your company’s standard look &
feel (ability to preview changes
before applying them)
Best Practice Solutions
•Standardized frameworks are more open,
taking advantage of robust existing
knowledge and speeding your process
improvement initiative.
•Best practice frameworks come already
mapped at the process level for fast
deployment.
•Benchmarks and KPIs are included in our
process libraries, allowing your company
to gauge the real results.
Best Practice: BPMN and BPEL
Enterprise Process Center 5 supports the leading BPMN and BPEL
process standards.
– BPMN:
• BPMN stands for Business Process Modeling Notation.
• BPMN is the most widely accepted standardized graphical notation for drawing
business processes in a workflow.
• The first specifications were released in 2004 by the Business Process
Management Initiative, which merged with the Object Management Group (OMG)
in 2005.
– BPEL:
• BPEL stands for Business Process Execution Language.
• BPEL is derived from the BPMN notation to produce execution-ready process
outputs that can be automated in workflow tools.
• BPEL is one of the most widely supported Process Execution languages, allowing
your processes to be integrated with external systems.
Best Practice: ITIL
Enterprise Process Center 5
customers can purchase process
libraries based on industry
standard best-practice
frameworks for quick
deployment of process
improvement programs.
ITIL ® - Information Technology Infrastructure Library
Provides Best Practice IT Service Management Processes.
Service Delivery
Service Support
Security Management
Best Practice: APQC
APQC’s Process Classification FrameworkTM (PCF)
Cross-functional business processes intended to allow objective
comparison of organizational performance within and among
organizations. PCF enables organizations to understand their inner
workings from a horizontal process view point rather than a vertical
functional viewpoint.
Operating Processes (1-5)
Management & Support
Processes (6-12)
Best Practice: SCOR
SCOR® - Supply-Chain Operations Reference Model
Provides best practice Supply Chain Management Processes
Plan
Source
Make
Deliver
Return
Best Practice: COSO and COBIT
Implement the robust and exhaustive COSO
template for greater profitability and
transparency in enterprise-wide risk
management.
Enhance IT risk management by implementing
the COBIT template to anticipate errors,
implement appropriate redundant systems, and
ensure stability.
Explore EPC’s Advanced Modules
Master Data Management
• Align IT strategies with business processes
• Maintain consistent end-user systems
• Improve the delivery of application services
• Respond rapidly to changing technologies
• Increase the flexibility of your IT department
Business Rule Management
• Enforce company policy through standardized rule objects
• Model operations, definitions, and constraints
• Manage change more efficiently
• Maintain rules separately from processes
Service Management
• Align IT strategies with business processes
• Maintain consistent end-user systems
• Improve the delivery of application services
• Respond rapidly to changing technologies
• Increase the flexibility of your IT department
Risk Management
• Enhance visibility and transparency of risks
• Prioritize risks to divide and conquer
• Decrease breakdowns and downtime
• Implement COSO and COBIT best practise templates
Workflow Engine
• Streamline the end-to-end execution of business processes
• Route information via an electronic messaging backbone
• Enforce BPM strategies on all levels of company performance
• Effectively utilize IT and human resources.
Enterprise Process Center Architecture
Some of our Clients…
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