A bit of a technical look at how to design process-based applications (a.k.a. Smart Process Applications): why they are different from traditional structured BPM, and all of the components that you need to consider. Delivered at DST's ADVANCE Forum in London, June 2014.

1. Sandy Kemsley l www.column2.com l @skemsley
Designing Process-
Based Applications
AWD ADVANCE
London 2014

2. Agenda
l What’s in a process-based application?
l Capabilities
l Platform and application layers
l Targets for process-based applications
l Knowledge work
l Expected benefits
l Designing for agility
l Exploiting platform capabilities
l Configuration, not customization
Copyright Kemsley Design Ltd., 2014

3. What’s In A Process Application?
Process
App
Process
Mgmt
Capture
Content
Mgmt
External
Events
Rules/
Best
Practices User
Exper-
ience
Collab-
oration
Analytics
Copyright Kemsley Design Ltd., 2014

4. Combining Integrated
Components
4
Customer
Information
Ad hoc Tasks &
Collaboration
Predefined
Processes
Events
Compliance
& Rules
Analytics &
Recommendations
Copyright Kemsley Design Ltd., 2014

5. Competing/Complementary
Product Categories
Content
• Capture
• ECM
• Correspondence mgmt
Process
• BPM
• Case mgmt
Analytics
• Business intelligence
• Realtime analytics
User
Experience
• Social
enterprise
• Portals
Copyright Kemsley Design Ltd., 2014

6. Designing For Agile Delivery
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Process App Platform (Vendor)
App A
(Vendor)
AppA/Instance1
AppAInstance2
App C
(Partner)
AppC/Instance1
App B
(In-house)
AppB/Instance1
AppB/Instance2
AppB/Instance3
Configure
and deploy
Buy and/or
build
Buy
Common InfrastructurePre-existing

7. Process Application Targets
l Complex knowledge worker environment
l Multiple systems required to get job done
l Manual workarounds and data transcription
l Excessive customization by specialists
l Systems can’t respond to changing needs
l Inability to replatform to cloud and/or mobile
l Insufficient incorporation of best practices
l Long training time
l High error rates and compliance risk
l No predictions/recommendations
Copyright Kemsley Design Ltd., 2014

8. Process Application Targets
Copyright Kemsley Design Ltd., 2014
How current issues impact
your business
Efficiency
Accuracy
Competitive
Advantage
Multiple systems required ✔
Manual workarounds required ✔ ✔
Inflexible systems ✔
Lack of cloud/mobile support ✔ ✔
Long training ✔ ✔
High error rates ✔ ✔
No predictive analytics ✔ ✔ ✔

9. Complex Requirements
l Structured standard/regulatory processes
l Ad hoc tasks/processes
l Rules for compliance and best practices
l Informational context via content/analytics
l Events from external systems/devices
l Participants and personas
l Internal/external collaboration
l Metrics and analytics
Copyright Kemsley Design Ltd., 2014

10. Example: Loan Origination
l Predefined processes and rules for
compliance
l Customer relationship information as context
l Ad hoc tasks and on-demand collaboration for
exception handling, constrained by declarative
rules
l Customer as participant with limited
functionality
l Predictive recommendations based on
customer and aggregate loan data
Copyright Kemsley Design Ltd., 2014

11. Design Goals
l Integrated environment for all functions
l Goal: improved work efficiency and automation
l Domain knowledge and best practices
l Goal: improved work quality
l Configuration-only deployment
l Goal: rapid deployment, business ownership
l Integrated analytics
l Goal: improved insights and recommendations
Copyright Kemsley Design Ltd., 2014

12. Designing Core Capabilities
l Common reusable functions/structures
l Data/case models
l Organizational models
l Pre-defined processes and checklists
l Organization-wide rules
l Regulatory/compliance requirements
l Industry best practices
l Auditing and logging
l Analytics and reporting infrastructure
l Platform support
l Cloud and mobile
Copyright Kemsley Design Ltd., 2014

13. Designing Configurability
l Functionality
l Models and templates
l Processes
l Rules
l Participants
l Personas and roles
l Access control, including mobile
l User experience
l Branding
l Personalization
Copyright Kemsley Design Ltd., 2014

14. Deployment Configuration
l Configured by semi-technical analyst
l Guides for instance-specific configuration
l Creation of environments for user personas
l Creation of templates for standard functions
l Personalization by end-user
l Layout personalization
l Creation and sharing of templates/checklists
Copyright Kemsley Design Ltd., 2014

15. Sandy Kemsley
Kemsley Design Ltd.
email: sandy@kemsleydesign.com
blog: www.column2.com
twitter: @skemsley
Copyright Kemsley Design Ltd., 2014
Slides at www.slideshare.net/skemsley