This session is aimed to show how to design your process strategy following international best practices (ISO and AIIM) using the futuristic Alfresco Process Services Platform. We will see how to survive to the requirements gathering caos in order to avoid the typical issues when you start to implement a new BPM platform.

1. Design your own BPM
Program Strategy with
Alfresco Process Services
Piergiorgio Lucidi

2. Learn. Connect. Collaborate.
Agenda
• BPM Program Strategy
• Alfresco Process Services Demo
• Q/A

3. Learn. Connect. Collaborate.
Piergiorgio
Lucidi
Chief Technology Evangelist / EIM Specialist @ TAI Solutions
Alfresco Certified Instructor / Engineer / Administrator
Alfresco Forum Moderator / Community Star (OpenPJ)
Member @ The Apache Software Foundation
Member of Technical Advisory Group @ Microsoft
Reviewer of toolkits and white papers @ AIIM
Author and Technical Reviewer @ Packt Publishing
Project Leader / Committer @ JBoss Community

4. BPM Program Strategy

5. Learn. Connect. Collaborate.
International Standards and Best Practices
• Guidelines written by experts around the world
• Focused to approach in the right way any kind of project

6. Learn. Connect. Collaborate.
International Standards and Best Practices
Don’t reinvent the
wheel
Trust in statistics
Avoid PoC without
a vision
People around the
world has huge
experience on
critical projects
Issues are always
the same
Coding without
context hurts
Code is easy,
people are hard

7. Learn. Connect. Collaborate.
International Standards and Best Practices - Why?
Source:
AIIM ECM
Survey

8. Learn. Connect. Collaborate.
ECM Standards Program Committees
• Trustworthy Document Management Integrity and Assessment
Technologies and Practices (Working Group 2)
• Content/Records Management Design/Implementation Guidelines
(Working Group 11)
• ECM Reviewers Group - Toolkits / White papers

9. Learn. Connect. Collaborate.
BPM Program Strategy - Avoiding chaos
Project Vision
Stakeholder
Views
Technology
adoption
Training
Design and decide
together with the client
which critical functional
area must be covered in
the first release
Talk and work together
with all the involved
stakeholders
Identify Champions
Integrations /
constraints exist for the
new infrastructure
Any customer should
have internal skills to
understand the value of
the new platform

10. Learn. Connect. Collaborate.
MIKE2 Open Source Methodology

11. Learn. Connect. Collaborate.
BPM Program Strategy
• Set of documents describing the overall Vision
• Based on International Standards and Best Practices
• Smart gathering requirements approach

12. Learn. Connect. Collaborate.
BPM Program
Strategy
Contents
• Guidelines tailored for the domain of interest
• Company requirements template
• Stakeholders requirements template
• Current and Future state
• UX
• Migration
• Integrations

13. Learn. Connect. Collaborate.
BPM Program Strategy
Suggested phases
1. Management participation
2. Assessment
3. Technology identification
4. Solution development
5. Solution rollout
6. Training / Evolution / Maintenance

14. Learn. Connect. Collaborate.
Phase 1 - Management participation
• Business Strategy
• Metrics and KPIs
• Current state
• Organizational Change Strategy
• Technology Strategy -> Open? :D
• Identify Champions

15. Learn. Connect. Collaborate.
Phase 2 - Assessment
• Iterative approach
• Stakeholder views
• Gap analysis
• Project scope

18. Learn. Connect. Collaborate.
Phase 3 - Technology identification
• Solution selection
• Evaluation -> Shortlist
• Integrations provided
• Customizations / Effort
• Internal skills (!!!)

19. Learn. Connect. Collaborate.
Phase 4 - Solution design
• Iterative PoC approach
• Identity Management
• Process modeling
• Form modeling
• Data modeling
• Custom RESTful APIs
• Applications
• Unit and integration tests
• Analytics
• Integrations

20. Learn. Connect. Collaborate.
Identity
Management
Identity Access
Management
Supported scenarios
• Internal database
• LDAP / Active Directory
• External authentication with OAuth2
• Impersonation
• Extensions framework

21. Learn. Connect. Collaborate.
Identity
Management
OAuth2 with
Keycloak

22. Learn. Connect. Collaborate.
Process modeling - Best Practices
4 eyes principle Recovery loop Escalation Significant tasks
At least two users have
to validate a task
Informations should be
changed before going
forward
If nothing happens for a
while, a new branch will
be taken
Any defined task should
be significant for the
business and
decoration should be
done using listeners

25. Learn. Connect. Collaborate.
4 eyes
principle

26. Learn. Connect. Collaborate.
Recovery
loop

27. Learn. Connect. Collaborate.
Escalation

28. Learn. Connect. Collaborate.
Significant
tasks

29. Learn. Connect. Collaborate.
Significant
tasks
DOH!

30. Learn. Connect. Collaborate.
Listeners

31. Learn. Connect. Collaborate.
Form
modeling

32. Learn. Connect. Collaborate.
Custom REST
endpoints

33. Learn. Connect. Collaborate.
Data
modeling
Available features
• Entity definition
• Database integration
• ACS integration
• Read and store data model in the process

34. Learn. Connect. Collaborate.
Unit and
integration
tests
Available features
• Apache Maven
• Spring annotations
• Java API

35. Learn. Connect. Collaborate.
Unit tests

36. Learn. Connect. Collaborate.
Unit tests

37. Learn. Connect. Collaborate.
Unit tests

38. Learn. Connect. Collaborate.
Unit tests

39. Learn. Connect. Collaborate.
Unit tests

40. Learn. Connect. Collaborate.
Analytics

41. Learn. Connect. Collaborate.
Integrations

42. Learn. Connect. Collaborate.
Phase 5 - Solution rollout / Documentation
• Test
• Unit test
• Integration tests
• Change management procedures
• Technical training
• User training

43. Learn. Connect. Collaborate.
Phase 6 - Training / Evolution / Maintenance
• Training
• System administration
• Development
• Upgrade Strategy
• External support
• New features plan

44. Alfresco Process Services - Demo

46. Q/A

47. Piergiorgio Lucidi
p.lucidi@tai.it
@pjlucidi
www.open4dev.com
Thank you!