May 24, 2007CaOAUG Process Automation Options for Functional People News from OAUG 2007

May 24, 2007CaOAUG: Process Automation for Functional Users Agenda Introduction Introduction Process Modeling Process Modeling Process Automation - Overview Process Automation - Overview Oracle Process Automation Tools Oracle Process Automation Tools Oracle Workflow – Discussion and Demo Oracle Workflow – Discussion and Demo Oracle BPEL – Discussion and Demo Oracle BPEL – Discussion and Demo Questions Questions

May 24, 2007CaOAUG: Process Automation for Functional Users Introductions Stewart St. Dennis, CTO, Zaxia Inc. Stewart St. Dennis, CTO, Zaxia Inc. Background Background Stewart Stewart Zaxia Zaxia Presentation Rules of Engagement Presentation Rules of Engagement Ask lots of questions!!! Ask lots of questions!!!

May 24, 2007CaOAUG: Process Automation for Functional Users OAUG 2007 Quick Summary Fusion, Fusion, Fusion Fusion, Fusion, Fusion Fusion Middleware (BPEL, BPEL, BPEL) Fusion Middleware (BPEL, BPEL, BPEL) Fusion Application & Strategy Fusion Application & Strategy Recent Releases for Product Base: Recent Releases for Product Base: EBS EBS Seibel CRM Seibel CRM PeopleSoft PeopleSoft JD Edwards JD Edwards

May 24, 2007CaOAUG: Process Automation for Functional Users Process Modeling - Overview What is process modeling? What is process modeling? Is it new? Is it new? Do you need special skills to do it? Do you need special skills to do it? How good is a process if it is not enforced (Visio)? How good is a process if it is not enforced (Visio)? How to define AND enforce your processes: How to define AND enforce your processes: Process Automation Process Automation

May 24, 2007CaOAUG: Process Automation for Functional Users Process Automation Tools Desktop Class Tools: Desktop Class Tools: Microsoft SharePoint 2007 Microsoft SharePoint 2007 Lotus Notes Lotus Notes Oracle Collaboration Suite (BPEL) Oracle Collaboration Suite (BPEL) etc. etc. Open Source Tools: Open Source Tools: phpCollab phpCollab E-GroupWare E-GroupWare etc. etc. Oracle Tools: Oracle Workflow Oracle BPM/BPEL/BAM

May 24, 2007CaOAUG: Process Automation for Functional Users Oracles Process Automation Tools Fusion Middleware (Current: 10g R3) Fusion Middleware (Current: 10g R3) Desktop based process development Desktop based process development Web based deployment and use Web based deployment and use Workflow: Mature (10+ Years) Based on traditional Oracle technology Current tight integration with Oracle EBS BPEL: Young (1+ Years) Based on new Oracle technology Upcoming tight integration with Oracle Fusion products

May 24, 2007CaOAUG: Process Automation for Functional Users Standards & Process Automation Proprietary versus Standards based products. Proprietary versus Standards based products. Why should I care about standards? Why should I care about standards? What standards apply? What standards apply? WWW Consortium (W3C) WWW Consortium (W3C) Web Services Web Services SOAP (1.1, 1.2, 1.2 R2) SOAP (1.1, 1.2, 1.2 R2) XML XML SOA (Service Oriented Architecture) SOA (Service Oriented Architecture) Business Process Execution Language (BPEL) Business Process Execution Language (BPEL) OASIS WS-BPEL 2.0 OASIS WS-BPEL 2.0

May 24, 2007CaOAUG: Process Automation for Functional Users Business Processes: Overview

May 24, 2007CaOAUG: Process Automation for Functional Users Key Process Concepts Definitions Definitions Instances Instances Monitoring Monitoring Versioning Versioning Triggers Triggers Outcomes Outcomes End-points End-points Timeouts/Escalations Timeouts/Escalations

May 24, 2007CaOAUG: Process Automation for Functional Users What is Behind the Picture Why not just Visio? Why not just Visio? Process made of: Process made of: Other processes Other processes Automated tasks Automated tasks Manual tasks Manual tasks Data retrieval Data retrieval Data updates Data updates Notifications Notifications Time-outs Time-outs Decision splits Decision splits etc. etc.

May 24, 2007CaOAUG: Process Automation for Functional Users Behind the Picture: Widget Pallet Out-of-the-Box: Out-of-the-Box: As-Is As-Is Time-outs Time-outs Get Items Get Items In-Context In-Context Near context Near context Set Items Set Items … Configurable Configurable Notifications/Approvals Notifications/Approvals Escalations Escalations.... Custom: Need IS people for this Gets Sets Complex escalations Complex decisions … Wrappers around existing functionality Discovery Process What is on the pallet?

May 24, 2007CaOAUG: Process Automation for Functional Users Balance: Functional & IT Marry strength of both groups Marry strength of both groups Functional (what, when, who, why) Functional (what, when, who, why) Business and process knowledge Business and process knowledge Owns the processes Owns the processes Lives with the processes Lives with the processes Set own timeframe (if the widgets already exist) Set own timeframe (if the widgets already exist) IS (how) IS (how) Does and understands plumbing Does and understands plumbing Builds complex pieces Builds complex pieces Knows the data structures Knows the data structures Knows how the systems fit together Knows how the systems fit together

May 24, 2007CaOAUG: Process Automation for Functional Users General Working Environment

May 24, 2007CaOAUG: Process Automation for Functional Users Oracle Workflow Builder Demo Requisition Approval Demo Requisition Approval Demo

May 24, 2007CaOAUG: Process Automation for Functional Users Workflow/EBS Integration Indirect: Business Event Model Indirect: Business Event Model Document handling activities trigger events Document handling activities trigger events Document example: GL Journal Batch Document example: GL Journal Batch Event example: Approval Required Event example: Approval Required Event Subscriptions Event Subscriptions Direct Direct Use or refine existing workflows Use or refine existing workflows Lots: GL, AP, PO, … Lots: GL, AP, PO, …

May 24, 2007CaOAUG: Process Automation for Functional Users BPEL Demo Travel Service Travel Service

May 24, 2007CaOAUG: Process Automation for Functional Users BPEL – Some More Detail

May 24, 2007CaOAUG: Process Automation for Functional Users Contrasting Workflow and BPEL AspectWorkflowBPEL Repository DB Tables Message/DB Comm. Method DB Queues XML Messages Widget Development PL/SQL / Java Web Services wrapper (anything) ArchitectureProprietary Standards Based Versioning?NoYes ScopeEBS All Fusion products ScalabilityGood Very Good

May 24, 2007CaOAUG: Process Automation for Functional Users BPELs Future Key piece of Fusion Middleware Key piece of Fusion Middleware Key component in Fusion product development Key component in Fusion product development Key component in integrating Oracle broad application portfolio Key component in integrating Oracle broad application portfolio

May 24, 2007CaOAUG: Process Automation for Functional Users Quick Note on Licensing Disclaimer Oath !! Disclaimer Oath !! EBS runtime license: EBS runtime license: Render or refine what is already there: OK Render or refine what is already there: OK Total custom development: NOT OK Total custom development: NOT OK Oracle AS / Developer Oracle AS / Developer Workflow: included component Workflow: included component BPEL: add-on component BPEL: add-on component

May 24, 2007CaOAUG: Process Automation for Functional Users Questions ?? Stewart St. Dennis Stewart St. Dennis