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THE
MODERN WAY
TO BUILD BUSINESS
APPLICATIONS™
	
  
The	
  Power	
  of	
  Process	
  
Introducing	
  Intalio|bpms	
  7.5	
  
Intalio © All Rights Reserved 
Personal Introduction
•  Ben	
  Bushman	
  
•  Senior	
  Solu>on	
  Consultant	
  
•  Director	
  of	
  Professional	
  Services	
  
•  bushman@intalio.com	
  
•  Skype:	
  Ben	
  Bushman	
  
•  LinkedIn:	
  hGp://www.linkedin.com/in/benbushman	
  
	
  
•  Experience	
  
•  20	
  years	
  in	
  soMware	
  development	
  and	
  IT	
  
•  Project	
  Management	
  
•  Customer	
  implementa>ons	
  
•  BPM	
  Professional	
  Services	
  
•  Training	
  and	
  Cer>fica>on	
  Management	
  
Intalio © All Rights Reserved 
Agenda
v  Introduce	
  Intalio|bpms	
  7.5	
  	
  
v  Major	
  focus	
  on	
  empowering	
  the	
  user	
  
v  Each	
  topic	
  includes	
  introduc>onal	
  slides,	
  then	
  live	
  
demo.	
  
v  My	
  assump3on:	
  Knowledge	
  of	
  BPM	
  and	
  
process	
  	
  design.	
  
v  Please	
  ask	
  your	
  ques3ons	
  in	
  the	
  Webmee>ng	
  chat,	
  
we	
  will	
  have	
  a	
  discussion	
  at	
  the	
  end.	
  
Intalio © All Rights Reserved 
Stop imagining...
v  Imagine	
  crea>ng,	
  designing,	
  customizing	
  and	
  	
  
managing	
  your	
  own	
  reports	
  quickly	
  and	
  easily.	
  
v  Imagine	
  upda>ng	
  business	
  rules	
  on	
  the	
  fly.	
  
v  Imagine	
  increased	
  collabora3on	
  and	
  autonomy.	
  
v  Imagine	
  designing	
  processes	
  faster	
  and	
  easier	
  than	
  ever.	
  
Start	
  doing.	
  	
  
Intalio|bpms	
  puts	
  the	
  power	
  in	
  your	
  hands.	
  
Intalio © All Rights Reserved 
ü  Designer	
  User	
  Experience	
  
ü  Web	
  Applica3ons	
  Consolida3on	
  
ü  Ad-­‐Hoc	
  Repor>ng	
  
ü  Business	
  Rules	
  Web	
  Editor	
  
ü  User	
  Hierarchy	
  
ü  User	
  Profile	
  &	
  Preferences	
  
ü  Intalio|ESB	
  Integra>on	
  
ü  Start	
  Event	
  Timer	
  Support	
  
ü  Windows	
  Integrated	
  Authen3ca3on	
  
Q1 2015 Release – 7.5 highlights
NEW FEATURES
ENHANCEMENTS	
  
Intalio © All Rights Reserved 
ü  Create	
  reports	
  from	
  the	
  browser	
  interface	
  
based	
  on	
  both	
  process	
  and	
  external	
  data	
  
ü  Designed	
  for	
  Business	
  Users	
  and	
  requires	
  no	
  
technical	
  skills	
  
ü  Intui3ve	
  wizards	
  to	
  create	
  different	
  reports:	
  
ü  Pie	
  charts,	
  Bar	
  charts,	
  Metrics,	
  Lists	
  
ü  Add	
  reports	
  to	
  the	
  User	
  Dashboard	
  
ü  Share	
  reports	
  with	
  other	
  users	
  
ü  Granular	
  Access	
  Control	
  on	
  Process	
  and	
  
External	
  Data	
  
Ad-Hoc Reporting
KEY FEATURES
Empower	
  business	
  users	
  to	
  run	
  
reports	
  on	
  their	
  process	
  key	
  data.	
  
Intalio © All Rights Reserved 
Ad-Hoc Reporting
Report Widget Designer	
  
Widgets in Dashboard	
  
Intalio © All Rights Reserved 
ü  Business	
  Users	
  are	
  able	
  to	
  access	
  and	
  update	
  
their	
  business	
  rules	
  on	
  the	
  fly	
  	
  
ü  Ability	
  to	
  add	
  new	
  business	
  rules	
  to	
  an	
  exis>ng	
  
table	
  	
  
ü  Granular	
  access	
  control	
  to	
  access/update/
share	
  business	
  rules	
  
ü  Audit	
  of	
  changes	
  and	
  change	
  owners	
  
Business Rules Web Editor
KEY FEATURES
Empowers	
  business	
  users	
  to	
  	
  
manage	
  business	
  rules.	
  
Intalio © All Rights Reserved 
Business Rules Web Editor
Create the Rule
in Designer	
  
Manage the rule
at runtime	
  
Intalio © All Rights Reserved 
ü  Set	
  BPMS	
  specific	
  roles	
  which	
  don't	
  exist	
  in	
  
LDAP	
  or	
  customer	
  authoriza>on	
  provider.	
  
ü  Ability	
  to	
  assign	
  roles	
  (internal	
  as	
  well	
  as	
  
external)	
  to	
  the	
  users.	
  
ü  Ability	
  to	
  create	
  an	
  organiza3on	
  hierarchy	
  by	
  
defining	
  supervisors/managers	
  for	
  the	
  users.	
  
ü  Synchroniza3on	
  from	
  security	
  provider	
  to	
  
Local	
  directory	
  (DB)	
  -­‐	
  based	
  on	
  reten>on	
  
period.	
  
ü  Task	
  re-­‐assignment	
  to	
  peers	
  or	
  subordinates.	
  
ü  Manager’s	
  ability	
  to	
  visualize	
  subordinate	
  
tasks	
  
User Hierarchy
KEY FEATURES
Intalio © All Rights Reserved 
User Hierarchy
Hierarchy Management	
  
Assign Tasks to
Subordinates or Peers	
  
Intalio © All Rights Reserved 
ü  Expansion	
  of	
  the	
  User	
  Profile	
  to	
  store	
  more	
  
informa>on	
  
ü  User	
  personal	
  seNngs	
  (Language,	
  TimeZone…)	
  
ü  Addi>onal	
  user	
  sedngs	
  for	
  UI	
  and	
  no3fica3on	
  
personaliza3on	
  
User Profile and Preferences
KEY FEATURES
Intalio © All Rights Reserved 
ü  Browse	
  Pipes	
  in	
  Intalio|ESB	
  from	
  the	
  BPMS	
  
Designer	
  
ü  Easy	
  integra3on	
  of	
  the	
  Pipes	
  into	
  processes	
  
Intalio ESB Integration
KEY FEATURES
Extend	
  	
  your	
  bpms	
  with	
  a	
  broad	
  
range	
  of	
  connectors.	
  
Intalio © All Rights Reserved 
ü  Process	
  proper3es	
  
ü  Define	
  global	
  process	
  proper>es	
  	
  
ü  Executable	
  Timer	
  Start	
  Event	
  	
  
ü  Define	
  simple	
  or	
  complex	
  scheduling	
  mechanisms	
  
ü  manage	
  schedules	
  at	
  run3me	
  
Process Features and Enhancements
KEY FEATURES
ü  Windows	
  Users	
  will	
  automa3cally	
  be	
  logged	
  in	
  
Intalio	
  once	
  they	
  log	
  into	
  Windows	
  
INTEGRATED
WINDOWS
AUTHENTICATION
Intalio © All Rights Reserved 
ü  Cleaner	
  menus	
  and	
  perspec>ves	
  
ü  Smarter	
  variable	
  filtering	
  and	
  management	
  in	
  the	
  
mapper	
  
ü  Easier	
  ar>fact	
  integra>on	
  in	
  the	
  process	
  model	
  
ü  Safe	
  ar>fact	
  refactoring	
  
ü  Improved	
  error	
  repor>ng	
  
Designer User Experience and Usability
IMPROVED
USABILITY
Intalio © All Rights Reserved 
ü  Consolida3on	
  of	
  Server	
  into	
  a	
  single	
  war	
  file	
  
ü  Deploy	
  Server	
  as	
  a	
  web	
  applica>on	
  on	
  a	
  cer3fied	
  
applica3on	
  server	
  
ü  Performance	
  improvements	
  
ü  Significant	
  reduc3on	
  in	
  download	
  file	
  size	
  
ü  Removal	
  of	
  duplicate	
  libraries	
  
ü  Easier	
  upgrade	
  mechanism	
  
Enhancements
WEB APPS
CONSOLIDATION
For	
  more	
  informa>on	
  about	
  this	
  latest	
  release,	
  see	
  the	
  release	
  notes	
  at:	
  
h"p://www.intalio.com/wp-­‐content/uploads/2015/02/
IntalioBPMSReleaseNotes-­‐750.pdf	
  	
  
THE
MODERN WAY
TO BUILD BUSINESS
APPLICATIONS™
	
  
Intalio|bpms	
  	
  

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The power-of-process-intalio-bpms-7 5

  • 1. THE MODERN WAY TO BUILD BUSINESS APPLICATIONS™   The  Power  of  Process   Introducing  Intalio|bpms  7.5  
  • 2. Intalio © All Rights Reserved Personal Introduction •  Ben  Bushman   •  Senior  Solu>on  Consultant   •  Director  of  Professional  Services   •  bushman@intalio.com   •  Skype:  Ben  Bushman   •  LinkedIn:  hGp://www.linkedin.com/in/benbushman     •  Experience   •  20  years  in  soMware  development  and  IT   •  Project  Management   •  Customer  implementa>ons   •  BPM  Professional  Services   •  Training  and  Cer>fica>on  Management  
  • 3. Intalio © All Rights Reserved Agenda v  Introduce  Intalio|bpms  7.5     v  Major  focus  on  empowering  the  user   v  Each  topic  includes  introduc>onal  slides,  then  live   demo.   v  My  assump3on:  Knowledge  of  BPM  and   process    design.   v  Please  ask  your  ques3ons  in  the  Webmee>ng  chat,   we  will  have  a  discussion  at  the  end.  
  • 4. Intalio © All Rights Reserved Stop imagining... v  Imagine  crea>ng,  designing,  customizing  and     managing  your  own  reports  quickly  and  easily.   v  Imagine  upda>ng  business  rules  on  the  fly.   v  Imagine  increased  collabora3on  and  autonomy.   v  Imagine  designing  processes  faster  and  easier  than  ever.   Start  doing.     Intalio|bpms  puts  the  power  in  your  hands.  
  • 5. Intalio © All Rights Reserved ü  Designer  User  Experience   ü  Web  Applica3ons  Consolida3on   ü  Ad-­‐Hoc  Repor>ng   ü  Business  Rules  Web  Editor   ü  User  Hierarchy   ü  User  Profile  &  Preferences   ü  Intalio|ESB  Integra>on   ü  Start  Event  Timer  Support   ü  Windows  Integrated  Authen3ca3on   Q1 2015 Release – 7.5 highlights NEW FEATURES ENHANCEMENTS  
  • 6. Intalio © All Rights Reserved ü  Create  reports  from  the  browser  interface   based  on  both  process  and  external  data   ü  Designed  for  Business  Users  and  requires  no   technical  skills   ü  Intui3ve  wizards  to  create  different  reports:   ü  Pie  charts,  Bar  charts,  Metrics,  Lists   ü  Add  reports  to  the  User  Dashboard   ü  Share  reports  with  other  users   ü  Granular  Access  Control  on  Process  and   External  Data   Ad-Hoc Reporting KEY FEATURES Empower  business  users  to  run   reports  on  their  process  key  data.  
  • 7. Intalio © All Rights Reserved Ad-Hoc Reporting Report Widget Designer   Widgets in Dashboard  
  • 8. Intalio © All Rights Reserved ü  Business  Users  are  able  to  access  and  update   their  business  rules  on  the  fly     ü  Ability  to  add  new  business  rules  to  an  exis>ng   table     ü  Granular  access  control  to  access/update/ share  business  rules   ü  Audit  of  changes  and  change  owners   Business Rules Web Editor KEY FEATURES Empowers  business  users  to     manage  business  rules.  
  • 9. Intalio © All Rights Reserved Business Rules Web Editor Create the Rule in Designer   Manage the rule at runtime  
  • 10. Intalio © All Rights Reserved ü  Set  BPMS  specific  roles  which  don't  exist  in   LDAP  or  customer  authoriza>on  provider.   ü  Ability  to  assign  roles  (internal  as  well  as   external)  to  the  users.   ü  Ability  to  create  an  organiza3on  hierarchy  by   defining  supervisors/managers  for  the  users.   ü  Synchroniza3on  from  security  provider  to   Local  directory  (DB)  -­‐  based  on  reten>on   period.   ü  Task  re-­‐assignment  to  peers  or  subordinates.   ü  Manager’s  ability  to  visualize  subordinate   tasks   User Hierarchy KEY FEATURES
  • 11. Intalio © All Rights Reserved User Hierarchy Hierarchy Management   Assign Tasks to Subordinates or Peers  
  • 12. Intalio © All Rights Reserved ü  Expansion  of  the  User  Profile  to  store  more   informa>on   ü  User  personal  seNngs  (Language,  TimeZone…)   ü  Addi>onal  user  sedngs  for  UI  and  no3fica3on   personaliza3on   User Profile and Preferences KEY FEATURES
  • 13. Intalio © All Rights Reserved ü  Browse  Pipes  in  Intalio|ESB  from  the  BPMS   Designer   ü  Easy  integra3on  of  the  Pipes  into  processes   Intalio ESB Integration KEY FEATURES Extend    your  bpms  with  a  broad   range  of  connectors.  
  • 14. Intalio © All Rights Reserved ü  Process  proper3es   ü  Define  global  process  proper>es     ü  Executable  Timer  Start  Event     ü  Define  simple  or  complex  scheduling  mechanisms   ü  manage  schedules  at  run3me   Process Features and Enhancements KEY FEATURES ü  Windows  Users  will  automa3cally  be  logged  in   Intalio  once  they  log  into  Windows   INTEGRATED WINDOWS AUTHENTICATION
  • 15. Intalio © All Rights Reserved ü  Cleaner  menus  and  perspec>ves   ü  Smarter  variable  filtering  and  management  in  the   mapper   ü  Easier  ar>fact  integra>on  in  the  process  model   ü  Safe  ar>fact  refactoring   ü  Improved  error  repor>ng   Designer User Experience and Usability IMPROVED USABILITY
  • 16. Intalio © All Rights Reserved ü  Consolida3on  of  Server  into  a  single  war  file   ü  Deploy  Server  as  a  web  applica>on  on  a  cer3fied   applica3on  server   ü  Performance  improvements   ü  Significant  reduc3on  in  download  file  size   ü  Removal  of  duplicate  libraries   ü  Easier  upgrade  mechanism   Enhancements WEB APPS CONSOLIDATION For  more  informa>on  about  this  latest  release,  see  the  release  notes  at:   h"p://www.intalio.com/wp-­‐content/uploads/2015/02/ IntalioBPMSReleaseNotes-­‐750.pdf    
  • 17. THE MODERN WAY TO BUILD BUSINESS APPLICATIONS™   Intalio|bpms