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BEDIFFERENT                       ACE 2012 I NTERNATI O NAL




Copyright © 2012 Aras. All Rights Reserved.                      aras.com
ACE 2012
                                              INTERNATIONAL




 Custom Business Process
 Management

 Rob McAveney
 Director of Product Management
 Aras www.aras.com
Copyright © 2012 Aras. All Rights Reserved.            aras.com
Background
  Business Process Management (BPM) is intended to be a
        systematic approach to improving process workflows
  Processes may include activities
        that humans perform as well
        as system activities
  Processes may cross department,
        location, company and application
        boundaries
  The “big picture” view has BPM
        tying together people, systems and
        content to execute repeatable processes in the
        most efficient way possible

Copyright © 2012 Aras. All Rights Reserved.   Slide 3        aras.com
Workflow and Lifecycle
    Workflow
             “Process” management
             Routes items around for action
             Models things people (or systems) do
             May have parallel paths, multiple assignments, looping and sub-flows
    Lifecycles define mutually exclusive statuses
             “State” management
             An item may be in only one state at a time
             Transitions between states often trigger business rules
             Multiple workflows (automated or manual) may trigger a state transition
    Conventional BPM solutions sometimes blur the line
             Most BPM systems do not recognize an item’s / File’s “State”
             Most PLM systems confuse workflow and lifecycle as the same thing
Copyright © 2012 Aras. All Rights Reserved.   Slide 4                             aras.com
Two Views of Workflow
 Workflow drives Life Cycle
        One overarching Workflow runs for the duration of
         multiple Lifecycle states




        Often used for relatively short Lifecycles, like for ECRs
 Lifecycle drives Workflow
        A Workflow models the actions required to get from one
         Lifecycle state to the next


        Used between states of long Lifecycles, like Active → Obsolete
Copyright © 2012 Aras. All Rights Reserved.   Slide 5                aras.com
BPM with Aras
    Separates state-based rules from process flow

    Model both simple & complex processes using a graphical UI in
          web browser
    Execute repeatable processes based on templates

    Participate in processes using a consistent browser-based UI

    Enforces security

    Leverage PLM content (Items & Files) during process execution

    Monitor running processes graphically or with reports

    Analyze process execution data using known APIs

    Integrate other systems via federation
Copyright © 2012 Aras. All Rights Reserved.   Slide 6           aras.com
BPM with Aras
    Real world example, running in production at Xerox




Copyright © 2012 Aras. All Rights Reserved.   Slide 7   aras.com
Process Templates

    Workflow Maps serve as business process templates, and are
          used to model repeatable processes

    Workflow Maps are instantiated (copied) to become
          Workflow Processes, which actually execute




Copyright © 2012 Aras. All Rights Reserved.   Slide 8        aras.com
Control Flow Options
    Start & End Activities
             Begin and end workflows, multiples allowed
    Interactive Voting
             Voting options defined graphically using Paths
    Default Paths
             Handle unresolved voting, automated paths
    Override Paths
             “Short circuit” a process when a problem is found
    Wait For All Inputs
             Pause the flow until all open branches finish

Copyright © 2012 Aras. All Rights Reserved.   Slide 9             aras.com
Assignments & Voting
    Assign activities to individuals, groups or roles
    Multiple assignments per activity
             Make group decisions
             Assign to all group members, but let one do the work
    Voting Weights
             Flexible options to decide which path to follow
             Majority Rules
             Pluralities
             Executive Veto / Override
    Collect all votes or move on once a decision is made

Copyright © 2012 Aras. All Rights Reserved.   Slide 10               aras.com
Data Collection
    Task Lists
             Break down the activity
              into defined steps
             Require sign-off that
              certain tasks are
              complete
    Variables
             Collect information
              during activity sign-off
             Store in workflow
              history audit trail or
              copy to other items

Copyright © 2012 Aras. All Rights Reserved.   Slide 11   aras.com
InBasket & Notification
 Email notifies users of assigned
     activities
 Find all assigned activities in
     one place
 Perform the work directly in PLM




 Copyright © 2012 Aras. All Rights Reserved.   Slide 12   aras.com
Status & History
    Graphical view of the active activities




    Chronological view of activities, votes and comments


                                                         Audit Trail



Copyright © 2012 Aras. All Rights Reserved.   Slide 13                 aras.com
Reminders & Escalation

    Define a timeline for completion of an activity




    Dates are adjusted when the activity is activated

    One or more reminders can be sent before the due date

    Activity gets escalated to management / designated person
          if a task takes too long to complete


Copyright © 2012 Aras. All Rights Reserved.   Slide 14       aras.com
Dynamic Workflow Execution
    Change a workflow while it’s running

    Dynamic activity assignments, either interactively or using custom business
          rules

    Dynamic role resolution: assignments to the Owner of the item

    Robust interaction between business process Workflows and item/object
          Lifecycles

    Multi-level workflows (Parent/Child, Sub-workflows, etc)

    Rich event model to enable business logic and integrations with other
          systems

    Connect Aras workflows to other BPM workflows in other systems

             PLM - Teamcenter, Windchill, ENOVIA MatrixOne, Agile and others

             BPM - SAP Netweaver, Oracle, IBM Lombardi, WebSphere, Microsoft SharePoint and more
Copyright © 2012 Aras. All Rights Reserved.      Slide 15                                    aras.com
Why Aras for BPM?

    No user license expenses

    Combines BPM Workflow & Lifecycle in a single platform

    Advanced functionality out-of-the-box

    Highly robust workflow modeling and execution capabilities

    Web services integration & secure federation

    Browser-based screens with email notification & alerts

    Customizations upgrade easily

    It just works!

Copyright © 2012 Aras. All Rights Reserved.   Slide 16        aras.com
ACE 2012
                                              INTERNATIONAL




 Custom Business Process
 Management

 Rob McAveney
 Director of Product Management
 Aras www.aras.com
Copyright © 2012 Aras. All Rights Reserved.            aras.com

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Aras Custom Business Process Management

  • 1. BEDIFFERENT ACE 2012 I NTERNATI O NAL Copyright © 2012 Aras. All Rights Reserved. aras.com
  • 2. ACE 2012 INTERNATIONAL Custom Business Process Management Rob McAveney Director of Product Management Aras www.aras.com Copyright © 2012 Aras. All Rights Reserved. aras.com
  • 3. Background  Business Process Management (BPM) is intended to be a systematic approach to improving process workflows  Processes may include activities that humans perform as well as system activities  Processes may cross department, location, company and application boundaries  The “big picture” view has BPM tying together people, systems and content to execute repeatable processes in the most efficient way possible Copyright © 2012 Aras. All Rights Reserved. Slide 3 aras.com
  • 4. Workflow and Lifecycle  Workflow  “Process” management  Routes items around for action  Models things people (or systems) do  May have parallel paths, multiple assignments, looping and sub-flows  Lifecycles define mutually exclusive statuses  “State” management  An item may be in only one state at a time  Transitions between states often trigger business rules  Multiple workflows (automated or manual) may trigger a state transition  Conventional BPM solutions sometimes blur the line  Most BPM systems do not recognize an item’s / File’s “State”  Most PLM systems confuse workflow and lifecycle as the same thing Copyright © 2012 Aras. All Rights Reserved. Slide 4 aras.com
  • 5. Two Views of Workflow  Workflow drives Life Cycle  One overarching Workflow runs for the duration of multiple Lifecycle states  Often used for relatively short Lifecycles, like for ECRs  Lifecycle drives Workflow  A Workflow models the actions required to get from one Lifecycle state to the next  Used between states of long Lifecycles, like Active → Obsolete Copyright © 2012 Aras. All Rights Reserved. Slide 5 aras.com
  • 6. BPM with Aras  Separates state-based rules from process flow  Model both simple & complex processes using a graphical UI in web browser  Execute repeatable processes based on templates  Participate in processes using a consistent browser-based UI  Enforces security  Leverage PLM content (Items & Files) during process execution  Monitor running processes graphically or with reports  Analyze process execution data using known APIs  Integrate other systems via federation Copyright © 2012 Aras. All Rights Reserved. Slide 6 aras.com
  • 7. BPM with Aras  Real world example, running in production at Xerox Copyright © 2012 Aras. All Rights Reserved. Slide 7 aras.com
  • 8. Process Templates  Workflow Maps serve as business process templates, and are used to model repeatable processes  Workflow Maps are instantiated (copied) to become Workflow Processes, which actually execute Copyright © 2012 Aras. All Rights Reserved. Slide 8 aras.com
  • 9. Control Flow Options  Start & End Activities  Begin and end workflows, multiples allowed  Interactive Voting  Voting options defined graphically using Paths  Default Paths  Handle unresolved voting, automated paths  Override Paths  “Short circuit” a process when a problem is found  Wait For All Inputs  Pause the flow until all open branches finish Copyright © 2012 Aras. All Rights Reserved. Slide 9 aras.com
  • 10. Assignments & Voting  Assign activities to individuals, groups or roles  Multiple assignments per activity  Make group decisions  Assign to all group members, but let one do the work  Voting Weights  Flexible options to decide which path to follow  Majority Rules  Pluralities  Executive Veto / Override  Collect all votes or move on once a decision is made Copyright © 2012 Aras. All Rights Reserved. Slide 10 aras.com
  • 11. Data Collection  Task Lists  Break down the activity into defined steps  Require sign-off that certain tasks are complete  Variables  Collect information during activity sign-off  Store in workflow history audit trail or copy to other items Copyright © 2012 Aras. All Rights Reserved. Slide 11 aras.com
  • 12. InBasket & Notification  Email notifies users of assigned activities  Find all assigned activities in one place  Perform the work directly in PLM Copyright © 2012 Aras. All Rights Reserved. Slide 12 aras.com
  • 13. Status & History  Graphical view of the active activities  Chronological view of activities, votes and comments Audit Trail Copyright © 2012 Aras. All Rights Reserved. Slide 13 aras.com
  • 14. Reminders & Escalation  Define a timeline for completion of an activity  Dates are adjusted when the activity is activated  One or more reminders can be sent before the due date  Activity gets escalated to management / designated person if a task takes too long to complete Copyright © 2012 Aras. All Rights Reserved. Slide 14 aras.com
  • 15. Dynamic Workflow Execution  Change a workflow while it’s running  Dynamic activity assignments, either interactively or using custom business rules  Dynamic role resolution: assignments to the Owner of the item  Robust interaction between business process Workflows and item/object Lifecycles  Multi-level workflows (Parent/Child, Sub-workflows, etc)  Rich event model to enable business logic and integrations with other systems  Connect Aras workflows to other BPM workflows in other systems  PLM - Teamcenter, Windchill, ENOVIA MatrixOne, Agile and others  BPM - SAP Netweaver, Oracle, IBM Lombardi, WebSphere, Microsoft SharePoint and more Copyright © 2012 Aras. All Rights Reserved. Slide 15 aras.com
  • 16. Why Aras for BPM?  No user license expenses  Combines BPM Workflow & Lifecycle in a single platform  Advanced functionality out-of-the-box  Highly robust workflow modeling and execution capabilities  Web services integration & secure federation  Browser-based screens with email notification & alerts  Customizations upgrade easily  It just works! Copyright © 2012 Aras. All Rights Reserved. Slide 16 aras.com
  • 17. ACE 2012 INTERNATIONAL Custom Business Process Management Rob McAveney Director of Product Management Aras www.aras.com Copyright © 2012 Aras. All Rights Reserved. aras.com