1. August 21, 2006 Workflow Program Steve Lutter, Jeff Hanavan, Bryan Hutchinson, Butch Labrecque

2. August 21, 2006 Agenda Historical Context Discovery II Project Results Workflow Roadmap The Workflow Program Project Demo What We Need From You…

3. August 21, 2006 Historical Context Developed by Indiana University –EDEN -> OneStart -> KEW Kuali consortium involvement –KEW & the Kuali Financial System Workflow Discovery I (9/05) –Versions 1.6 & 2.0 –Discovery I findings: not ready yet

4. August 21, 2006 Historical Context (cont.) Cornell direct involvement –Searchable Attributes – Bryan H. –Aaron H. and Tom D. spend a week at IU –Workflow Quickstart, EDocLite - Aaron H. Workflow Discovery II –Versions 2.1 & 2.2 –Discovery II findings: looks good

5. August 21, 2006 Discovery II Project Accomplishments Installed and configured KEW engines, versions 2.1 and 2.2 KEW integration Cornell’s hosted servlet environment Oracle database CUWebAuth Grouper Permit Server uPortal

6. August 21, 2006 Discovery II Project – Accomplishments (cont.) Extracted workflow requirements from three large business application analyses Form10, Payment Request, HR New Hire Constructed multiple workflow application snippets to demonstrate the extracted requirements Sequential, conditional, parallel, & iterative routing Produced an Infrastructure Implementation Plan and CPMM PIP for KEW at Cornell

7. August 21, 2006 Discovery II Project Learnings Drink the KEW-aid As a team, came to believe that KEW could fulfill Cornell’s workflow requirements. KEW & EDocLite will challenge us Learned of the need for, and began planning for, the Workflow Program at Cornell Improving product Learned current limitations of the workflow engine, and began feeding requirements back into KEW development

8. August 21, 2006 Workflow Program Roadmap

9. August 21, 2006 Workflow Program Mission Enterprise Workflow in the fabric of campus administrative computing Enable the Cornell Community to go to one place to respond to requests and enable the delivery of such solutions

10. August 21, 2006 Program Deliverables

11. August 21, 2006 Program Milestones

12. August 21, 2006 Workflow Program Project Prelim CPMM Charter requests approval of Discovery phase Program Definition, ID stakeholders & team Produce “real” CPMM Charter Short High Level Planning Phase Detailed Planning & Execution Overlap Technical: Infrastructure, EDocLite Functional: Governance, Customer Engagement

13. August 21, 2006 Governance Interdependent Products Product Management Program Management Customer Empowerment –Functional –Technical

14. August 21, 2006 Development Infrastructure Support Training, Mentoring Workflow Program Roles Product Management Project Management Analysis CIT Business Sponsor Training, Mentoring Project Management Analysis Development Program Management - bubble

15. August 21, 2006 EDocLite Demo EDocLite Sample Driven by xml configuration (typically 3-4 xml files) Developed by Nicholas Elser, CIT/IS Custom Apps Group Summer Intern

16. August 21, 2006 EDocLite Demo (cont.) Electronic Student Refund Deposit Enrollment Form Current Bursar Office PDF Print & Fax Form (http://www.bursar.cornell.edu/cm_images/uploads/forms/cu_bur_studentdirectdeposit.pdf)http://www.bursar.cornell.edu/cm_images/uploads/forms/cu_bur_studentdirectdeposit.pdf Requirements & analysis by Dennis Friends and Cynthia Morehouse

17. August 21, 2006 EDocLite Demo (cont.) Process Overview –Student Enters information –Returns form to Bursars Office –Reviewed by Cashier –Sent to Cash Management for processing

18. August 21, 2006 EDocLite Demo (cont.) Steps to production: –Configure routing using groups –Better validation (routing numbers) –Storage of attachments

19. August 21, 2006 What we need from you… Your reaction and feedback; –Input –Direction –Approval of the concept and commitment to resources and technology