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Scott Francis
CTO
@sfrancisatx



                BPM for Mobile
                Mobile for BPM
BPM for Mobile, Mobile for BPM



          Thank You!

                                              Scott Francis | Co-Founder & CTO | BP3 Global
                                              @sfrancisatx
                                              www.bp-3.com/blogs

                                              Scott brings over 18 years of experience in the Software and Services
                                              business to BP3.  Since 2007 he's helped grow BP3 over tenfold in revenue
                                              and personnel, by building the best team in the business.  Scott comes to BP3
                                              from Lombardi - one of the principle software providers in the BPM space and
                                              the precursor to IBM BPM - where he was Chief Architect and Director of
                                              Technical Services.


                                              @BP3BPM
                                              www.bp-3.com
                                              www.bp-3.com/blogs

                                              BP3 accelerates process innovation by simplifying BPM solutions and
                                              software experiences: implementations, mobile, cloud, and solution-oriented
                                              R&D.




© 2012 BP3 Global Inc. All Rights Reserved.
BPM for Mobile, Mobile for BPM



          Mobile is Everywhere



       Surrounded:                      We are surrounded by huge increases in
                                        mobile adoption



       Pressure:                          With dramatic growth there is pressure to
                                          incorporate mobile into BPM or lose the
                                          chance to incorporate process methods in
                                          mobile

                                          Fueled by Fear of missing opportunity




The predominant approach: Retro-Fit Mobile into BPM implementations




© 2012 BP3 Global Inc. All Rights Reserved.
BPM for Mobile, Mobile for BPM



          What’s Wrong with Mobile BPM?

  Firehose of information . . . JUST LIKE EM AIL

  M ixing Processes and Notifications

             From Multiple Processes                              Too much info!
             New Tasks
             Reminders
             Notifications

             Everything Mixed Together in one View                            Not
                                                                 filtered/focused
             No unique process context/value                               enough



                                              We already have this problem, and
                                                               it is called Email




© 2012 BP3 Global Inc. All Rights Reserved.
BPM for Mobile, Mobile for BPM



          What’s Wrong with Mobile BPM?

    Re-using Desktop HTM L - Ignoring the Device!


       IGNORING DEVICE                               IGNORING DEVICE
         CAPABILITIES                                  CONSTRAINTS

       Touch Controls...                               Screen Size

       Camera                                          Screen orientation

       Accelerometer                                   Connectivity

       Location (GPS)                                  Typing

       Connectivity (LTE)



                                              It is Like a 3270 Terminal
                                              for your iPhone




© 2012 BP3 Global Inc. All Rights Reserved.
BPM for Mobile, Mobile for BPM



          It Doesn’t Have to be this Way

  Rethinking BPM for M obile Opportunities



           RESPONSIVE UI                      HYBRID APPS             REST APIs
         Adapt UI to the                       Leverage native       Process-specific
         size of the screen                    capabilities          Context baked into
                                                                     APIs

         Adjust UI to the                      Opportunity to deal
         orientation of the                    with constraints
         screen

         Touch interfaces
         even in HTML




© 2012 BP3 Global Inc. All Rights Reserved.
BPM for Mobile, Mobile for BPM



          Drivers of Implementation Interface

                                                              COST/CONNEC
                                         TYPE OF    DEVICE     TION TIME    IMPLEMENTATION
    AUDIENCE
                                          USER       TYPE                      INTERFACE


    EXTERNAL
                                          POWER                  HIGH
    (Customer)                                     HOMOGEN
                                                                             NATIVE
      (Partner)                        FREQUENT     HYBRID      MEDIUM       HYBRID
    INTERNAL
    (Employee)                      OCCASIONAL     HETROGEN      LOW          HTML 5




© 2012 BP3 Global Inc. All Rights Reserved.
BPM for Mobile, Mobile for BPM



          Complexity vs. Value

BUDGET/VALUE




                                                                                                 NATIVE


                                                                  HYBRID

                                   HTML5



                                                                                                        REQUIREMENTS
       INFREQUENT                      TOUCH           FREQUENT             GPS               POWER
           USE                        CONTROLS            USE          NOTIFICATIONS           USE

                                                                                   COMPLEX             DEVICE
                       RESPONSIVE                SECURE           BARCODE                             SPECIFIC
                           UI                 DISTRIBUTION         SCANS          INTERFACE




© 2012 BP3 Global Inc. All Rights Reserved.
BPM for Mobile, Mobile for BPM



          Typical Oil & Gas Process - Cementing
          Services
               Classify                                  Prep Proposal                                     Test Slurry                                  Execute Job
  1            New Job                           2       Evaluate Risk                            3      Order Materials                       4       Prepare Invoice




                                              Primary Process Flow = HTML5
                                              - Many screens, used by 17 Functional Roles
                                              - Many users may only need to interface with BPM once a month
                                              - Most screens must be functional on a mobile device, yet there are no
                                              requirements to use mobile device features like camera, location, etc.




   Materials Ad-Hoc = Hybrid                                                                                           Lab Ad-Hoc = Native
   - Most screens are required to be functional on                                                                     - Used by 2 Functional Roles
   mobile and desktop devices                                                                                          - Users will spend their whole day in the app
   - Bar codes scanning is required on request                                                                         - Test result entry requires only a tablet interface
   fulfillment                                                                                                         - Frequent loss of connectivity




© 2012 BP3 Global Inc. All Rights Reserved.
BPM for Mobile, Mobile for BPM



          Materials Request Subprocess


         Create a Request on the Desktop - Fulfill it on an iPhone




© 2012 BP3 Global Inc. All Rights Reserved.
DEMONSTRATION
         Hybrid iPhone app with ad-hoc requirements




© 2012 BP3 Global Inc. All Rights Reserved.
BPM for Mobile, Mobile for BPM



          Key Takeaways



     • Users/Customers demand Mobile apps

     • Ideally: one UI across desktop, tablet, phone
     • Trend is toward HTML5, Responsive UIs
     • Hybrid/Native apps bridge the gap
     • State of the art keeps evolving

     • Building UI in a single IDE (in this case,
           Process Designer)


© 2012 BP3 Global Inc. All Rights Reserved.
BPM for Mobile, Mobile for BPM



          Thank You!

                                              Scott Francis | Co-Founder & CTO | BP3 Global
                                              @sfrancisatx
                                              www.bp-3.com/blogs

                                              Scott brings over 18 years of experience in the Software and Services
                                              business to BP3.  Since 2007 he's helped grow BP3 over tenfold in revenue
                                              and personnel, by building the best team in the business.  Scott comes to BP3
                                              from Lombardi - one of the principle software providers in the BPM space and
                                              the precursor to IBM BPM - where he was Chief Architect and Director of
                                              Technical Services.


                                              @BP3BPM
                                              www.bp-3.com
                                              www.bp-3.com/blogs

                                              BP3 accelerates process innovation by simplifying BPM solutions and
                                              software experiences: implementations, mobile, cloud, and solution-oriented
                                              R&D.




© 2012 BP3 Global Inc. All Rights Reserved.

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BPM for Mobile, Mobile for BPM

  • 1. Scott Francis CTO @sfrancisatx BPM for Mobile Mobile for BPM
  • 2. BPM for Mobile, Mobile for BPM Thank You! Scott Francis | Co-Founder & CTO | BP3 Global @sfrancisatx www.bp-3.com/blogs Scott brings over 18 years of experience in the Software and Services business to BP3.  Since 2007 he's helped grow BP3 over tenfold in revenue and personnel, by building the best team in the business.  Scott comes to BP3 from Lombardi - one of the principle software providers in the BPM space and the precursor to IBM BPM - where he was Chief Architect and Director of Technical Services. @BP3BPM www.bp-3.com www.bp-3.com/blogs BP3 accelerates process innovation by simplifying BPM solutions and software experiences: implementations, mobile, cloud, and solution-oriented R&D. © 2012 BP3 Global Inc. All Rights Reserved.
  • 3. BPM for Mobile, Mobile for BPM Mobile is Everywhere Surrounded: We are surrounded by huge increases in mobile adoption Pressure: With dramatic growth there is pressure to incorporate mobile into BPM or lose the chance to incorporate process methods in mobile Fueled by Fear of missing opportunity The predominant approach: Retro-Fit Mobile into BPM implementations © 2012 BP3 Global Inc. All Rights Reserved.
  • 4. BPM for Mobile, Mobile for BPM What’s Wrong with Mobile BPM? Firehose of information . . . JUST LIKE EM AIL M ixing Processes and Notifications From Multiple Processes Too much info! New Tasks Reminders Notifications Everything Mixed Together in one View Not filtered/focused No unique process context/value enough We already have this problem, and it is called Email © 2012 BP3 Global Inc. All Rights Reserved.
  • 5. BPM for Mobile, Mobile for BPM What’s Wrong with Mobile BPM? Re-using Desktop HTM L - Ignoring the Device! IGNORING DEVICE IGNORING DEVICE CAPABILITIES CONSTRAINTS Touch Controls... Screen Size Camera Screen orientation Accelerometer Connectivity Location (GPS) Typing Connectivity (LTE) It is Like a 3270 Terminal for your iPhone © 2012 BP3 Global Inc. All Rights Reserved.
  • 6. BPM for Mobile, Mobile for BPM It Doesn’t Have to be this Way Rethinking BPM for M obile Opportunities RESPONSIVE UI HYBRID APPS REST APIs Adapt UI to the Leverage native Process-specific size of the screen capabilities Context baked into APIs Adjust UI to the Opportunity to deal orientation of the with constraints screen Touch interfaces even in HTML © 2012 BP3 Global Inc. All Rights Reserved.
  • 7. BPM for Mobile, Mobile for BPM Drivers of Implementation Interface COST/CONNEC TYPE OF DEVICE TION TIME IMPLEMENTATION AUDIENCE USER TYPE INTERFACE EXTERNAL POWER HIGH (Customer) HOMOGEN NATIVE (Partner) FREQUENT HYBRID MEDIUM HYBRID INTERNAL (Employee) OCCASIONAL HETROGEN LOW HTML 5 © 2012 BP3 Global Inc. All Rights Reserved.
  • 8. BPM for Mobile, Mobile for BPM Complexity vs. Value BUDGET/VALUE NATIVE HYBRID HTML5 REQUIREMENTS INFREQUENT TOUCH FREQUENT GPS POWER USE CONTROLS USE NOTIFICATIONS USE COMPLEX DEVICE RESPONSIVE SECURE BARCODE SPECIFIC UI DISTRIBUTION SCANS INTERFACE © 2012 BP3 Global Inc. All Rights Reserved.
  • 9. BPM for Mobile, Mobile for BPM Typical Oil & Gas Process - Cementing Services Classify Prep Proposal Test Slurry Execute Job 1 New Job 2 Evaluate Risk 3 Order Materials 4 Prepare Invoice Primary Process Flow = HTML5 - Many screens, used by 17 Functional Roles - Many users may only need to interface with BPM once a month - Most screens must be functional on a mobile device, yet there are no requirements to use mobile device features like camera, location, etc. Materials Ad-Hoc = Hybrid Lab Ad-Hoc = Native - Most screens are required to be functional on - Used by 2 Functional Roles mobile and desktop devices - Users will spend their whole day in the app - Bar codes scanning is required on request - Test result entry requires only a tablet interface fulfillment - Frequent loss of connectivity © 2012 BP3 Global Inc. All Rights Reserved.
  • 10. BPM for Mobile, Mobile for BPM Materials Request Subprocess Create a Request on the Desktop - Fulfill it on an iPhone © 2012 BP3 Global Inc. All Rights Reserved.
  • 11. DEMONSTRATION Hybrid iPhone app with ad-hoc requirements © 2012 BP3 Global Inc. All Rights Reserved.
  • 12. BPM for Mobile, Mobile for BPM Key Takeaways • Users/Customers demand Mobile apps • Ideally: one UI across desktop, tablet, phone • Trend is toward HTML5, Responsive UIs • Hybrid/Native apps bridge the gap • State of the art keeps evolving • Building UI in a single IDE (in this case, Process Designer) © 2012 BP3 Global Inc. All Rights Reserved.
  • 13. BPM for Mobile, Mobile for BPM Thank You! Scott Francis | Co-Founder & CTO | BP3 Global @sfrancisatx www.bp-3.com/blogs Scott brings over 18 years of experience in the Software and Services business to BP3.  Since 2007 he's helped grow BP3 over tenfold in revenue and personnel, by building the best team in the business.  Scott comes to BP3 from Lombardi - one of the principle software providers in the BPM space and the precursor to IBM BPM - where he was Chief Architect and Director of Technical Services. @BP3BPM www.bp-3.com www.bp-3.com/blogs BP3 accelerates process innovation by simplifying BPM solutions and software experiences: implementations, mobile, cloud, and solution-oriented R&D. © 2012 BP3 Global Inc. All Rights Reserved.

Hinweis der Redaktion

  1. Create Materials Request (desktop) - record set of additives that are necessary for a given job Fulfill Materials Request (iPhone) - Look through the request, identify that the request is complete, scan the shipping container with the bar code scanner, ship Each request can be fulfilled through multiple shipments - this is where the “All Delivered” gateway comes in. if a request is not fulfilled through a given shipment more tasks are generated to complete the request fulfillment
  2. Need a better presentation of these ideas. third column is the summation of the issues in the first two...
  3. 1. image to be replaced with an ibm based screenshot 2. the first column is all “ignoring capabilities” 3. second column is all “ignoring constraints” 4. last column is the punchline - like a 3270 for your iphone
  4. Now - how do we approach solution - 1. Responsive UI- solve for the biggest constraint: screen size 2. Solve for second biggest complaint : rich touch interface 3. Hybrid apps to address native capabilities - bar scanning, GPS, accelerometer, etc. 4. APIs to put actions into process context (no “setData, getData style calls”) - example “startClassifyProject” “completeClassifyProject” or ... “callCab” for the Uber App
  5. Cementing Services : ---------------------------- Classify Project - Risk, Proposals, Materials, Lab Tests, etc will all be different depending on the type of project ... Some possible types are: Conventioal, High Pressure High Temperature, Deepwater. Proposal Approval - the contract detailing a given cementing services engagement Risk Eval - Depending on the location of the project, type of project, and other variables risk will be drastically different. The level of risk determines the needed competency of project team members and possible need for executive sponsorship. Job readiness meeting - formal evaluation of being ready for a given job (includes evaluation of material requests and lab tests completed up to this point) Execute Job - upload all documentation associated with executing a job: permits, time cards, on-site signed contracts, etc Send project summary to client - a summary of what was done and how long it took - last step before invoicing the client Prepare invoice and close - potentially an integration to some sort of billing system. materials - requesting and shipping materials for a given job examples: cement, water, and most importantly additives. additives include compounds like accelerators (shorten the setting time for cement) and retarders (do the opposite of accelerators. the types and amounts of additives will be different for each project depending on a wide range of variables from well types to environmental conditions the set of additives necessary for a given job is determined by lab testing
  6. Create Materials Request (desktop) - record set of additives that are necessary for a given job Fulfill Materials Request (iPhone) - Look through the request, identify that the request is complete, scan the shipping container with the bar code scanner, ship Each request can be fulfilled through multiple shipments - this is where the “All Delivered” gateway comes in. if a request is not fulfilled through a given shipment more tasks are generated to complete the request fulfillment
  7. Create Materials Request (desktop) - record set of additives that are necessary for a given job Fulfill Materials Request (iPhone) - Look through the request, identify that the request is complete, scan the shipping container with the bar code scanner, ship Each request can be fulfilled through multiple shipments - this is where the “All Delivered” gateway comes in. if a request is not fulfilled through a given shipment more tasks are generated to complete the request fulfillment
  8. Create Materials Request (desktop) - record set of additives that are necessary for a given job Fulfill Materials Request (iPhone) - Look through the request, identify that the request is complete, scan the shipping container with the bar code scanner, ship Each request can be fulfilled through multiple shipments - this is where the “All Delivered” gateway comes in. if a request is not fulfilled through a given shipment more tasks are generated to complete the request fulfillment