Oracle ACM Implementation - Best Practices

1.918 Aufrufe

Veröffentlicht am

http://www.opitz-consulting.com/go/3-3-1402

Beim Fusion Middleware Partner Community Forum am 4. März 2015 stellten Andrejus Baranovskis, Oracle ACE Director, CEO & Architect bei Red Samurai Consulting, und Danilo Schmiedel, Oracle ACE Director, Solution Architect bei der OPITZ CONSULTING Deutschland GmbH, Best Practices der Oracle ACM Implementation vor.

--
Über uns:
Als führender Projektspezialist für ganzheitliche IT-Lösungen tragen wir zur Wertsteigerung der Organisationen unserer Kunden bei und bringen IT und Business in Einklang. Mit OPITZ CONSULTING als zuverlässigem Partner können sich unsere Kunden auf ihr Kerngeschäft konzentrieren und ihre Wettbewerbsvorteile nachhaltig absichern und ausbauen.

Über unsere IT-Beratung: http://www.opitz-consulting.com/go/3-8-10
Unser Leistungsangebot: http://www.opitz-consulting.com/go/3-8-874
Karriere bei OPITZ CONSULTING: http://www.opitz-consulting.com/go/3-8-5

Veröffentlicht in: Technologie
0 Kommentare
2 Gefällt mir
Statistik
Notizen
  • Als Erste(r) kommentieren

Keine Downloads
Aufrufe
Aufrufe insgesamt
1.918
Auf SlideShare
0
Aus Einbettungen
0
Anzahl an Einbettungen
101
Aktionen
Geteilt
0
Downloads
0
Kommentare
0
Gefällt mir
2
Einbettungen 0
Keine Einbettungen

Keine Notizen für die Folie
  • With Oracle BPM Suite the modeling, simulation, implementation and execution of business processes in a multi-user environment is straightforward. But how about unstructured, ad-hoc processes which are too complex and too flexible to put them into a rigid BPMN model? Think about a claim notification after a car accident - it is very difficult to model each potential option of it and a lot of effort and time is necessary to bring all varieties into the process. Think about the user interface – it has to be very dynamic in order to make optimal business decisions. If you have similar challenges this session is made for you! The speakers will provide an excellent view on implementing knowledge-intensive processes from multiple ADF & BPM projects around globe.
  • When we talk about ACM, we first have to talk about structured and unstructured processes.
  • Ddesign time considerations.

    Lets say we have:
    an unstructured problem to solve
    the need to define the design time artifacts
  • Outlining the independent aspects of the case
    For this particular use case => mind map
  • It is a new notation and there are not so many examples out there. We noticed that people have some challenges in understanding it – so we‘ve made recommend is to follow a UI-first
  • A similar example is described in the book the „Oregon Experiment“. What you see here is an University campus. It was built without any roads or lanes. They wanted to let the people at the campus decide which way to go. After a while it was quite clear which way the people follow. How about our insurance / case example.

    In the long term we wanted to replace a huge closed claims management solution with a case management solution. But how to design the case? Which elements are needed?
  • Fragen:
    BPMN: Muss man sowas modellieren?
  • Fragen:
    BPMN: Muss man sowas modellieren?
  • BPMN: Mitführen des Status im Prozesskontext ist die simpelste Implementierung; In der Realität hätte man hier wahrscheinlich einen Service-Call, der den Zustand in einer DB persistiert, sodass man diesen von der UI aus abfragen kann
  • Oracle ACM Implementation - Best Practices

    1. 1. Seite 1Oracle ACM Implementation Best Practices Andrejus Baranovskis CEO & Architect | Oracle ACE Director Red Samurai Consulting Danilo Schmiedel Solution Architect | Oracle ACE Director OPITZ CONSULTING Deutschland GmbH Oracle ACM Implementation Best Practices March 04. 2015 Fusion Middleware Partner Community Forum XX
    2. 2. Seite 2Oracle ACM Implementation Best Practices About OPITZ CONSULTING  Founded in 1990, located in Germany and Poland  Business IT Alignment, BPM, SOA and system integration, Application development, IT Infrastructure Management  Oracle Platinum Partner  Two Oracle ACE Directors  Recognized as one of the leading Oracle Fusion Middleware Partners  Specialized in SOA, BPM, ADF & Application Grid, Exadata, Business Intelligence Foundation, Oracle Database, Oracle Enterprise Linux, Real Application Cluster, Oracle VM, Data Warehousing, DB11g Performance Tuning  2014 ORACLE BPM Partner Community Award  2010 Oracle Fusion Middleware Award  2008 – 2010 EMEA SOA Community Award
    3. 3. Seite 3Oracle ACM Implementation Best Practices About Red Samurai Consulting  ADF, SOA , BPM, WebCenter and UCM  Small Team of Experts, Focused on Technical Quality Results  Customers – Global Corporations, Medium and Small Business  Oracle Technical Blog – 8 Years (~700 posts)  Oracle Fusion Middleware Innovation Award 2010  SOA Partner Community Award for Outstanding Contribution Across the World 2010  2010 Enterprise 2.0 Blazer: Enterprise 2.0 Leader Award
    4. 4. Seite 4Oracle ACM Implementation Best Practices Example | MedNet – Health Insurance COMPANY OVERVIEW  Specialists in Health Insurance since 1992, member of Munich Health CHALLENGES/OPPORTUNITIES  BPM processes are not flexible enough  Modern Health Insurance requires agile integration  ACM is a great candidate to close the gap SOLUTION  Invoice Processing, Enrolment Process, Claim Handling  Integration with Oracle Mobile Suite  Dynamic ADF UI with ACM Rule Engine  ACM Rules Development with Process Composer  Oracle BPM Workspace Usage
    5. 5. Seite 5Oracle ACM Implementation Best Practices Structured / Unstructured Processes
    6. 6. Seite 6Oracle ACM Implementation Best Practices Travel Request A typical example of a structured process Submitter Submit Travel Request Manager Review & Approve Final Approval Rule Driven Management Review Notification Approved? Big Boss
    7. 7. Seite 7Oracle ACM Implementation Best Practices Reality Check Daily challenges knowledge workers face © Empowering knowledge Workers, Palmer, Swenson, Carlsen
    8. 8. Seite 8Oracle ACM Implementation Best Practices Work patterns of knowledge workers Percent of the day spent in different modes © Empowering knowledge Workers, Palmer, Swenson, Carlsen
    9. 9. Seite 9Oracle ACM Implementation Best Practices Ad-Hoc, Unstructured and Unpredictable What does that mean?  Healthcare  24.331 events  627 patients  376 different activities Source: W. van der Aalst et al., “Process Mining Manifesto: Toward Real Business Intelligence”
    10. 10. Seite 10Oracle ACM Implementation Best Practices Unstructured Characteristics  A process or subprocess with:  Activities may be executed more than once  Some activities are mandatory, some are optional  There are manual and automated activities  Activities from different phases can relate to each other  Going back to preciding activities or phases is possible  During runtime there may be need for ad hoc activities, e.g. when a colleague has to be involved  Activities are executed by diferent roles:  A security concept controls, if an activity can be executed.  For better scaling, work has to be distributed
    11. 11. Seite 11Oracle ACM Implementation Best Practices What is (sometimes) missed in pure BPMN? Or: what we expect from an ACM solution Doing by Design Design by Doing! More flexibility Suggestions and continuous decision improvement – what is the next best action? Integration of different systems Guidance - faster enablement of new colleagues Situation-Driven work
    12. 12. Seite 12Oracle ACM Implementation Best Practices Anatomy of an ACM Solution (Example)
    13. 13. Seite 13Oracle ACM Implementation Best Practices  Many different claim types with specifics in regulation  Missing user guidance  Hidden knowledge from experienced workers  Many different systems and independent solutions  Telephone, Email, Correspondence  Integration of different partners  Task Management  Many requests through different channels in case of a natural disasters (in parallel)  Limited tracability and lack of reporting Challenges in Claims Management
    14. 14. Seite 14Oracle ACM Implementation Best Practices Case Management UI Example (expanded)
    15. 15. Seite 15Oracle ACM Implementation Best Practices Case UI – Navigation and Search
    16. 16. Seite 16Oracle ACM Implementation Best Practices Case UI - Documents
    17. 17. Seite 17Oracle ACM Implementation Best Practices Case UI – Data Details about the claim and it‘s related entities
    18. 18. Seite 18Oracle ACM Implementation Best Practices Case UI – Milestones & History Where I am?
    19. 19. Seite 19Oracle ACM Implementation Best Practices Case UI – Activities What can I do next?
    20. 20. Seite 20Oracle ACM Implementation Best Practices Case Management Solution Components Task EngineDMS Case / Process Engine System Integration Suggest Next Step Central entity Related entity (1) Related entity (2) Related entity (3) Knowledge Area Quick Overview Related Docs Audittrail / Analytics History Navigation
    21. 21. Seite 21Oracle ACM Implementation Best Practices Case Management in Oracle BPM Claim
    22. 22. Seite 22Oracle ACM Implementation Best Practices Adaptivity
    23. 23. Seite 23Oracle ACM Implementation Best Practices What is meant with „adaptive“? © Clemens Utschig-Utschig
    24. 24. Seite 24Oracle ACM Implementation Best Practices Dynamic and „build to change“ What has to be defined during design-time? © Clemens Utschig-Utschig Defintition of: Activities, Milestones, Rules, Events, Data, Stakeholders
    25. 25. Seite 25Oracle ACM Implementation Best Practices The value of Dynamic Case Management  Change the „flow“ of the case without re-deployment  Define and change which activities are available in the different phases of a case without re-deployment (adjust pre-/post-conditions)  Define automatic triggering of e.g. case activities based on milestones, outcomes and events  Move milestones without re-deployment (e.g. milestone „Assessment finished“ requires the execution of additional activities)  Add an additional activity call  Without re-deployment: possible, if the activity already exists  With re-deployment: if the activity didn‘t exist before (might require instance migration)
    26. 26. Seite 26Oracle ACM Implementation Best Practices Adaptivity in Oracle ACM  Create Ad-Hoc Tasks at anytime  Create Ad-Hoc Notifications  Dynamic addition of activities to the list of available actions
    27. 27. Seite 27Oracle ACM Implementation Best Practices Case Requirements / Getting Started (before you start coding in JDev)
    28. 28. Seite 28Oracle ACM Implementation Best Practices How to collect & document case requirements?  Key Aspects of a case:  Milestones (Checkpoints in the progress)  Outcomes  Case Activities (Represent specific work)  Execution semantics (manual, automatic, required, repeatable, …)  Case Rules  Data & Documents  User Events (e.g. Document received)  Stakeholders  Permissions  We usesd:  Mindmaps  Whiteboards + Visio  Word / Excel  UI first + Case Management Model and Notation (CMMN)
    29. 29. Seite 29Oracle ACM Implementation Best Practices Case Requirements | Whiteboard
    30. 30. Seite 30Oracle ACM Implementation Best Practices Case Requirements | Specification Sheet
    31. 31. Seite 31Oracle ACM Implementation Best Practices Case Requirements | CMMN  Defined by the OMG as a new standard for Case Modeling  Released in May 2014  Is a notation for modeling and graphically expressing a case  Is an interchange format for exchanging Case Models among different tools  Vendors like IBM, Oracle, SAP, Kofax, Cordys and Tibco have contributed to this standard  Download our CMMN / ACM Poster from acmcommunity.com
    32. 32. Seite 32Oracle ACM Implementation Best Practices CMMN | Case Plan Model Case Name  The complete behavior model of a Case is captured in a CasePlanModel.  It comprises both:  all elements that represent the initial plan of the Case,  and all elements that support the further evolution of the plan through run-time planning by case workers.
    33. 33. Seite 33Oracle ACM Implementation Best Practices CMMN | Plan Model Elements Stages
    34. 34. Seite 34Oracle ACM Implementation Best Practices CMMN | Plan Model Elements Milestones & Event Listeners
    35. 35. Seite 35Oracle ACM Implementation Best Practices CMMN | Decorators
    36. 36. Seite 36Oracle ACM Implementation Best Practices CMMN | Stage and Task Lifecycle
    37. 37. Seite 37Oracle ACM Implementation Best Practices Case Requirements | CMMN + UI We‘ve made our best experiences with CMMN + UI approach CMMN Model User Interface
    38. 38. Seite 38Oracle ACM Implementation Best Practices [1] Situation after starting the case What has been completed?
    39. 39. Seite 39Oracle ACM Implementation Best Practices [1] Situation after starting the case Which activity is has been activated?
    40. 40. Seite 40Oracle ACM Implementation Best Practices [1] Situation after starting the case Which activities are available in addition?
    41. 41. Seite 41Oracle ACM Implementation Best Practices [2] Situation after completing „Create Claims N…“ What has been completed?
    42. 42. Seite 42Oracle ACM Implementation Best Practices [2] Situation after completing „Create Claims N…“ What has been activated? (no automatic activation in that stage)
    43. 43. Seite 43Oracle ACM Implementation Best Practices [2] Situation after completing „Create Claims N…“ Which activities are available in addition?
    44. 44. Seite 44Oracle ACM Implementation Best Practices Bringing them all together (describe all details) Today: Lack of CMMN-Tool support; so we combined CMMN + Excel
    45. 45. Seite 45Oracle ACM Implementation Best Practices OK, we know that we have to identify the relevant activities, milestones, rules and so on… How do we know which artifacts are really needed?
    46. 46. Seite 46Oracle ACM Implementation Best Practices Modeling Exercise „Underwriting“ Text-to-Model „Sometimes the applicant receives a callback by phone to answer additional questions within a medical questionnaire. The clerk decides whether this is possible or not – based on his experience and his skills. If the clerk called the applicant the resulting protocoll has to be reviewed by one of his colleagues. In case of any abnormalities the doctors of the applicant can be consulted. This always happens by fax. The doctor is answering back by Fax as well. A clerk evaluates the examination. This can affect the underwriting result.“
    47. 47. Seite 47Oracle ACM Implementation Best Practices Modeling Exercise „Underwriting“ Different people / different results
    48. 48. Seite 48Oracle ACM Implementation Best Practices Modeling Exercise „Underwriting“ Different people / different results
    49. 49. Seite 49Oracle ACM Implementation Best Practices Modeling Exercise „Underwriting“ Different people / different results
    50. 50. Seite 50Oracle ACM Implementation Best Practices Modeling Exercise „Underwriting“ Different people / different results
    51. 51. Seite 51Oracle ACM Implementation Best Practices Emerging paths (The Oregon Experiment) http://www.nature.com/nature/journal/v388/n6637/fig_tab/388047a0_F1.html
    52. 52. Seite 52Oracle ACM Implementation Best Practices Demo: Process Mining
    53. 53. Seite 53Oracle ACM Implementation Best Practices Case Implementation
    54. 54. Seite 54Oracle ACM Implementation Best Practices Design Time | Oracle Case Management
    55. 55. Seite 55Oracle ACM Implementation Best Practices Demo: Case Implementation
    56. 56. Seite 56Oracle ACM Implementation Best Practices Design Time | Case Rules
    57. 57. Seite 57Oracle ACM Implementation Best Practices Design Time | Case Form
    58. 58. Seite 58Oracle ACM Implementation Best Practices Design Time | Activity Form
    59. 59. Seite 59Oracle ACM Implementation Best Practices Design Time | Human Task Form
    60. 60. Seite 60Oracle ACM Implementation Best Practices Human Task Form – Frame Busting Use – “never”, default “differentDomain” doesn’t work in BPM Workspace
    61. 61. Seite 61Oracle ACM Implementation Best Practices ADF Library Reuse ADF Shared Library usage is recommended
    62. 62. Seite 62Oracle ACM Implementation Best Practices ADF Security No Web Authentication is recommended
    63. 63. Seite 63Oracle ACM Implementation Best Practices Existing ADF Form Integration
    64. 64. Seite 64Oracle ACM Implementation Best Practices Simplified ADF Form Integration
    65. 65. Seite 65Oracle ACM Implementation Best Practices MDS for ADF Customization
    66. 66. Seite 66Oracle ACM Implementation Best Practices MDS for ADF Customization
    67. 67. Seite 67Oracle ACM Implementation Best Practices A few more recommendations…  Avoid to put all the case data into the case (just take the data attributes which are needed to control the flow)  Use BPMN activities as a wrapper (to call services, to call human tasks)  Use „Java Custom Case Activity“ for prototyping  Structure your rules (Maintenance!)  One Decision Table per: Case Lifecycle Event Rules, Case Milestone Event Rules, Case Activity Event Rules, User Defined Event Rules, Case Data Event Rule, Case Document Event Rule  One ruleset per CMMN-Stage  Use the „identificationkey“ attribute for mapping business related identifiers to case instance
    68. 68. Seite 68Oracle ACM Implementation Best Practices Download: www.thecattlecrew.com
    69. 69. Seite 69Oracle ACM Implementation Best Practices Questions? www.thecattlecrew.com
    70. 70. Seite 70Oracle ACM Implementation Best Practices Contact Andrejus Baranovskis CEO & Archtitect | Oracle ACE Director Red Samurai Consulting Phone: +49 173 54 79 302 Mail: andrejus.baranovskis@redsamurai.com Twitter: @andrejusb Blog: http://andrejusb.blogspot.de Danilo Schmiedel Solution Architect OPITZ CONSULTING Deutschland GmbH Kirchstr. 6, 51647 Gummersbach, Germany Phone: +49 173 7279001 Mail: danilo.schmiedel@opitz-consulting.com Twitter: @dschmied Blog: http://inside-bpm-and-soa.blogspot.com www.thecattlecrew.com
    71. 71. Seite 71Oracle ACM Implementation Best Practices Additional Content
    72. 72. Seite 72Oracle ACM Implementation Best Practices Why we didn‘t choose a process (here)? Differences and Limitations  More modeling and implementation effort necessary to implement processes with  Activities, which are always available  Activities with certain preconditions  GoTo‘s and Returns  Milestones  Ad-Hoc tasks not supported in BPMN during runtime  No change of the control flow without redeployment
    73. 73. Seite 73Oracle ACM Implementation Best Practices Always executable and optional Actions  BPMN: Implemented as Event-based Subprocess  CMMN: Discretionary Task with „Repetition“ Decorator
    74. 74. Seite 74Oracle ACM Implementation Best Practices Activities with certain preconditions  BPMN: Implemented as Event-based subprocess with gateway to check if all requirements are fulfilled  CMMN: Task with Sentry and appropriate Rule / Expression
    75. 75. Seite 75Oracle ACM Implementation Best Practices Mark a certain process state  BPMN: Tracking via state variable within the process  CMMN: Definition of Milestones Option 1 Option 2 Option 3
    76. 76. Seite 76Oracle ACM Implementation Best Practices Master-Detail: Creation of Child-Processes  BPMN: Dynamic call of new detail processes via return loops  CMMN: Case-Task with „Repetition“ Decorator
    77. 77. Seite 77Oracle ACM Implementation Best Practices Why we didn‘t choose a process (here)? Differences and Limitations  Only one activity avaliable  The current activity is optional and not needed but the task is already in the worklist => can be avoided with XOR- Gateway + additional „Make your choice“ activity  User cannot select additional activities (e.g. „Send Notification“)  The process drives the user!
    78. 78. Seite 78Oracle ACM Implementation Best Practices Why we didn‘t choose a process (here)? Differences and Limitations (2)  No activity available  Process instance has to wait for the requested documents  User cannot select additional activities during that time (e.g. „Send Notification“)

    ×