links for 2006-11-30
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“Business process improvement will remain a top priority for CIOs, many of whom already consider it their most important responsibility.”
I’m in the online OMG tutorial on the Business Process Maturity Model (BPMM), which is a bit awkward because they’ve gone the really cheap route and done this with a conference call line with poor controls (everyone is in talk mode by default when they dial in, and a lot of people don’t realize that it’s good conference call etiquette to find the mute button on their phone so we heard a lot of background noise, beeps, coughing, breathing, etc.), and everyone needs to download the slides and follow along on their own. C’mon guys, GoToWebinar is pretty cheap, you could have sprung for that.
The BPMM acronym is problematic right from the beginning (aside from my gaffe last week when announcing the tutorial), when someone chimes in and says “but BPMN is in many shipping products now…”
Bill Curtis started with a history of maturity models; he and his partner have had a consulting practice around CMMI for a number of years, and obviously have a great deal of knowledge about maturity models in general. Apparently, one of their banking customers that had huge success with CMMI asked them for a business process maturity model a few years back, and so began BPMM.
Like CMMI, BPMM has five maturity models: initial, managed, standardized, predictable and optimizing (since the slides are marked as copyright of Capability Measurement, the consulting company that the two presenters run, I won’t reproduce the graphics here but you can download the full presentation here). At the initial level of process maturity, organizations tend to be undisciplined, individualistic and inconsistent, which makes them inefficient and stagnant. Funny, this put me in mind of Jon Pyke’s article yesterday where he spoke about how workflow systems “suck” because they don’t allow people to do their own thing in order to get things done; Pyke seems to be dissing workflow systems because they enforce repeatable processes.
Levels 2 and 3 of BPMM show the benefits of putting some business process maturity in place: managed, repeatable processes, integrated across the organization and adaptable to different circumstances. Roughly speaking, Level 2 involves putting some process automation and management in place for localized process improvement, and Level 3 involves organizational-level process improvement and reengineering by standardizing processes across the organization. My feeling, and that of the speakers, is that most organizations are at Level 1 in their process maturity, with some approaching Level 2 where organizations have implemented some process improvement initiatives, particularly those including a BPMS implementation.
Level 4 is taking a more statistical look at processes, reminiscent of Six Sigma: making processes less variable and more predictable, and gets into more performance management. BPMM is a roadmap, whereas Six Sigma is a set of tools that can be applied — probably starting around Level 3 or 4 – therefore can work together.
Level 5 is taking it to a proactive level, where an organization can recognize the difference between where they are and where they should be, and quickly take steps to achieve that. This is the level of continuous process improvement, where change management becomes just another standardized business process, focused on defect reduction and prevention.
There was a slide at the end about cultural transformation that I particularly liked: moving between Levels 1, 2 and 3 is about discipline, while moving to Levels 4 and 5 is about trust.
Although I can’t find the BPMM documents on the OMG site (which has the annoying habit of restricting access to standards in development), there is a BPMM information day in Washington DC next week where you can get more information.
On a related note, yesterday I attended the inaugural meeting of the Toronto BPMG chapter (more on that later), where Jim Baird talked about BPMG’s business process maturity model. Although I’m not familiar with it, I have to wonder if there’s room in the market for two business process maturity models.
Tagged BPMMI was on the BPMG site today, specifically the articles launch page, and I noticed that they appear to be using a graphic that is identical to the Bloglines plumber (the page that Bloglines puts up when they are down for maintenance). Who’s copying whom?
I attended this year’s OMG BPM Think tank, blogged extensively about it, and generally concluded that it was a great conference with excellent opportunities both for learning and for participating. The dates for the 2007 BPM Think Tank have now been announced as July 23-25, with a general theme of “Developing Your BPM Success Factors Roadmap” (a buzzword-enabled conference title if I’ve ever heard one). No venue announced yet, although the last two were in the Washington DC area.
From the announcement email:
The Object Management Group™ (OMG™), in partnership with BPTrends, and OMG’s BPMI Steering Committee encourage you to “Save the Date” for BPM Think Tank 2007: Developing Your BPM Success Factors Roadmap. The event will be held July 23-25, 2007.
This popular annual event will once again feature presentations by leading experts and roundtable discussions actively involving attendees. BPM Think Tank 2007 will gather together experts and practitioners alike to discuss the practical application of BPM standards, technologies and practices to achieve successful business results. A unique format with roundtable discussions, as well as technology exhibits, case study presentations and expert panel sessions, will allow participants to gain uncommon insight into BPM in the real world, within the standards community, on the IT drawing board and in the process owner’s office.
This year’s theme, “Developing Your BPM Success Factors Roadmap” will focus on issues of interest to those who have recently started a BPM initiative or who are just now evaluating BPMS (Business Process Management Systems), as well as those experienced with BPM who want to get to the next level.
Conference Overview
BPM Think Tank 2007 will feature a full day of beginning tutorials and two days of advanced roundtable discussions with experienced “been there and done it” people, leveraging their knowledge to develop real-world roadmaps for delivering business value using BPM. At BPM Think Tank 2007, learning will be action-oriented around a success factors template.
For businesses, the case study approach will be used by presenters from businesses that have implemented BPM and have real “lessons learned” to share. Participants will discuss those lessons, the costs and the benefits with their peers, as well as gain an understanding of the practical value of BPM standards.
For vendors, participants will interact with other vendors who have implemented BPM technologies and competed in the market. Participants will discuss not only the “whats” of the main BPM standards, but also the “hows,” the “lessons learned” and the “shortcuts.”
The unique, highly interactive BPM Roundtables are small group sessions moderated by subject matter experts who will facilitate group discussion around specific topics as diverse as BPM Project Governance and A Roadmap for BPMN. Presenters will include technical specification authors, as well as senior process managers and individuals in charge of their company’s IT architecture and application development. These BPM Roundtables have been a highly acclaimed feature of the BPM Think Tank in the past and clearly differentiate this event from others in the BPM marketplace.
This year’s BPM Think Tank 2007 is being co-chaired by Phil Gilbert, Chair of the OMG’s BPMI Steering Committee and Paul Harmon, Founder and Executive Editor of BPTrends.
For more information, visit http://www.omg.org/e-tt/. BPM Think Tank 2007 is produced by the Object Management Group in partnership with BPTrends (www.bptrends.com). Exhibit space is available; for more information contact Kevin Loughry at loughry@omg.org, +1-781-444 0404. Sponsorship opportunities are available; contact Ken Berk at kenberk@omg.org, +1-781-444 0404.
As the year draws to a close (okay, I admit it, I’m already in holiday mode), there are inevitably the articles and blog posts about “the future of [insert anything here]“, and BPM is no exception. TIBCO’s doing this with a podcast, where Jeff Kristick, their VP of product marketing, gets together with Peter Fingar, author of BPM: The Third Wave and Janelle Hill of Gartner.
Unfortunately, it’s not an interactive conversation, but rather a series of clips from interviews, so the moderator talks a bunch, then inserts a clip from Jeff, then talks some more, then a clip from Peter, and so on. Still, there’s a lot of interesting concepts in here for 15 minutes on the treadmill with your iPod, such as the notion that BPM implementations remain tactical in nature and departmental in size because the industry has failed to produce a standard BPMS based on an abstract BPMS data type, which would allow end-to-end process management. Janelle Hill has some good words to say about process agility, and how the shift to explicit process management allows organizations to perform constant incremental process improvement rather than a single big bang approach once every 10 years. She goes on to say that by building process models and creating process visibility, it raises the awareness of all the process stakeholders and sparks further improvements and better designs: in other words, get something in there to start, then let the process participants decide what should be done next, a strategy that I always try to use in BPM implementations.
You can find all the podcast landing page here, or a direct link to the MP3 for this podcast here.
Major correction: this tutorial is on BPMM (business process maturity model), not BPMN. Thanks to Phil Gilbert for emailing me a prompt correction.
If you’re interested in learning more about the business process maturity model (BPMM), tune in to a tutorial that OMG is running on November 30th at noon Eastern time. From their description:
Today, management has no standards-based framework by which to assess the maturity of business processes. As a result, managers have no method to assess the risk that immature processes pose to enterprise IT projects, or to identify the causes of weaknesses in their process workflows that, if addressed, could reduce cost and increase operating efficiency. The Business Process Maturity Model (BPMM) is a proposed standard for evaluating the capability and maturity of business processes. The intent of this model, if adopted by the OMG, would be to provide an open, standard roadmap for assessing process maturity and guiding business process improvement.
Presented by Bill Curtis and John Alden, this tutorial will introduce the concept of a Maturity Model and provide insight into its origin, market requirements and benefits. The tutorial will discuss why projects fail, leading to billions of dollars in reworking costs. Case studies, examples and a detailed overview of the structure of BPMM will also be covered. We invite all OMG members to listen in.
It’s not an online webinar, but more of a conference call with backup material: you download the slides in PowerPoint or PDF formation from their site, then dial in to listen to the live audio.
Now unrelated to this tutorial: If you want more in-depth information on BPMN (business process modeling notation), you can see the full version 1.0 specification on the OMG site, and check out some of the BPMN-related material on the Tyner Blain blog, which I’ve linked to in the past. I can’t find the BPMN 2.0 spec on the OMG site, although I thought that it was in public release by now.
Tagged BPMMIf you missed the SOA in Action online conference last week, you can view replays of the presentations on the site.
There’s a presentation with Ken Vollmer from Forrester entitled “What is the relationship between BPM and SOA and why should you care?” that starts with the ever-present history of BPM, a topic that I’ve covered in some detail as well. At the BPM Think Tank in May, I wrote about his colleague at Forrester, Connie Moore, and how she showed a simplistic view of how BPM evolved from workflow, and talked about Vollmer’s equally simplistic view that BPM evolved from EAI. Now, at least, he seems to be singing the more comprehensive tune of how it evolved from both workflow and EAI (maybe they were reading my blog?
). With the recent convergence of integration-focussed and human-centric BPM tools through corporate acquisitions, it’s hard to ignore this bigger picture.
He covers both business and IT drivers for BPM, including how many integration-focussed BPMS have SOA at their core. I have a bit of a problem with his slide #12 that shows a big “SOA” label around workflow, process modelling, BAM, business rules and a number of other things that clearly are not part of SOA, although they are certain to have services somewhere in their underpinnings — call it integration-focussed BPM, but not SOA. Aside from that, he gives a good overview of both BPM and SOA, and spends a bit of time talking about how SOA can help to facilitate development outsourcing. Of course, I also think that BPM can help to facilitate process outsourcing by removing location dependence at any particular step in a process, but he doesn’t mention that.
He then gets down to the meat of it — BPM and SOA together — and his key argument is that SOA provides a standards-based approach for implementing BPM. That true, but he totally misses what BPM does for SOA: SOA needs BPM to orchestrate the services into business processes that can include human-facing steps, and also to provide the more robust modelling, simulation and monitoring tools that are available in BPM suites. BPM is SOA’s “killer app”, the thing that will drive acceptance of SOA in the business areas and open up the business purse-strings needed to support this in the long term.
When it comes down to it, Vollmer is an SOA guy, and this was an SOA conference presentation. However, I think that if you’re going to talk about BPM and SOA, you shouldn’t just do it from an SOA perspective.
I received an invitation this week for Mashup Camp 3, and have signed up to attend this east coast version on January 17th and 18th at MIT. There’s also Mashup University for the two preceding days, and it’s all free. Sign up online now if you’re interested, spots will likely go quickly.
You can find all my posts on the previous two camps here.
I had an email yesterday from my friend Robb, which I have his permission to publish here. Robb used to work for me — in fact, I think that I hired him a total of three times — and whenever a company seeking to hire him calls me for a reference, I always tell them that the only negative thing about hiring him is that when I’m ready to start another company, I’ll be hiring Robb away from them. Robb has four essential qualities when it comes to working: he’s smart, he’ll do anything to get the job done for the customer, he always has my back, and he’s funny. His email yesterday, as usual, showed off the smart and funny bits:
Below is a newly formed company called Miria Systems. I give a history how this company came into being. Imagine how some things never actually die off:
- 1998 - A company named Application Partners was founded around an insurance/finance product and named it Sequis– because apparently the English language is short of meaningful words
- 2000 - FileNet bought Application Partners and renamed it PeBA (standing for Panagon eBusiness Application) shortly after that they got bored with the name PeBA and renamed the product Acenza
- 2003 - After some successes the Acenza FileNet stalled the product program (to make way for BrightSpire) and effectively sold Acenza to a company called Endymion
- 2004 - Endymion changed the name from Acenza to (drumroll) Acenza for Payables
- 2003/2004 - Not satisfied with a simple named change Endymion completely re-wrote Acenza for Payables and changed the name to ManagedPay
- 2004 - Endymion apparently used up a lot of their budget on the name changes (and even more on re-write) because they were forced into a merger with Software Consulting Group (SCG) — the two companies formed Soluziona USA
- 2005 - Not satisfied with a single re-write was good enough to keep their engineers happy Soluziona USA again decided to re-write ManagedPay but decided that the name should stay the same
- 2006 - Soluziona USA sold their ManagedPay product to a group of investors who formed a new company around this three-times-rewritten-and-five-times renamed product, keeping with tradition they gave the company a name with equally little English meaning as anything else in this brief history — Miria Systems, below is the link
The interesting thing here to me here, besides the obvious snide comments around product/company naming exercises, is that the functionality of this product lives on despite name changes, rewrites, etc etc. That the market still has the (relatively) same problems almost ten years later makes me think that there is a disruptive or revolutionary solution waiting to happen.
No doubt you will recognize all of those companies and product names, most of which (except for Miria) I have been either directly or indirectly involved with.
Just some thoughts….
/rr
What Robb didn’t mention is that PricewaterhouseCoopers also took the Acenza code base and rewrote it in J2EE around the time that they were purchased by IBM, to create a case-based application framework targeted at insurance customers. Once part of IBM Global Services, it was further rewritten to make it “vendor independent”, meaning that the underlying content and process management could be either IBM or FileNet products, hence serving up the least common denominator of functionality and completely obviating proper use of the underlying product. I had the unhappy job of doing a review of an installation of this on behalf of the customer, and it’s unbelievable how little of the FileNet product capability was actually exposed or used.
Although I agree with Robb that the market need for systems like this remains, I’m not sure at all that Sequis/PeBA/Acenza/ManagedPay/Miria product remains a viable solution. I haven’t seen it in a while, but last time that I did look at it, it was too heavy and rigid, too old-school, and had the same problem as the IBM version that I mentioned above in that it completely hid the underlying capability of the BPM system below it: you might as well be using records in a database table for queue entries rather than a BPM system like FileNet.
I’ve talked about this problem of hiding the very nature and capabilities of a BPM product behind a rigidly-structured custom system in the past, and discussed it briefly on my Web 2.0 and BPM podcast, and I feel that it’s a significant contributor to the lack of acceptance of BPM in many organizations.
I believe that the new world of enterprise software is less customization and more customizability: give the users the raw product and let them do what they need with it.
Last week, we held a second Enterprise 2.0 Camp here in Toronto. Tom Purves was the organizer and also the first presenter; he has posted his notes and presentation slides and promises to post some follow-ups in the days ahead. (btw, Tom introduced me to slideshare, which I’ve just started using for embedding presentations in my blog posts; it’s like YouTube for presentation slides. Thanks, Tom!)
I enjoyed the three presentations, which I’ll cover in some detail below, but find that many people talking about Enterprise 2.0 are addressing the use of social networking software like blogs and wikis within enterprises, whereas I’m more interested in taking those concepts and integrating them into enterprise software, like BPM. As consumers become exposed to Web 2.0 applications in the wild, and the MySpace generation moves into the workforce, the expectations of enterprise workers will be raised with respect to what they expect from their software. AJAX interfaces for end-users are becoming relatively common in BPM products, but what about user-created content? A cornerstone of Web 2.0 is harnessing collective intelligence, and if you don’t give people a way to do this in enterprise software, they’re going to find ad hoc ways to do it that won’t be captured as part of the corporate memory. I know of one BPM vendor that allows users to tag process instances as favourites, but none are allowing for a more comprehensive public tagging strategy where users can not only build their own folksonomies of tags, but also share them with their colleagues. User-created processes or at least involving more business users in a collaboration to create processes is an idea that’s gaining speed, but in reality, very little of it actually occurs. There’s a number of other Web 2.0 concepts that I feel could greatly benefit BPM and other enterprise software; to me, that’s the second wave of Enterprise 2.0.
Getting back to the presentations, we heard from Tom with an overview of Enterprise 2.0, Greg Van Alstyne of the Beal Institute for Strategic Creativity, OCAD with a theoretical primer for emergent media, and Sacha Chua, a grad student and IBM intern, with a report from the recent CASCON 2006 conference (which I also attended).
Tom’s presentation was a good level-set, since I think that there were a number of different views in the audience about what Enterprise 2.0 is, along with some number of local techies who will attend anything that has “2.0″ in the name and serves beer. Tom’s succinct definition “Web 2.0 + solving an actual business problem = Enterprise 2.0″ gets very close to the mark, and he goes on to describe some general categories of applications and what this can mean for businesses. He also spoke at length on tacit interactions — that ad hoc stuff that I was referring to earlier — and how Enterprise 2.0 can leverage tacit knowledge to provide competitive advantage.
An interesting issue that came up during the conversation after Tom’s talk is the “blank wiki” problem: how do you get people to start participating in ways that they have never participated before? This is especially true in corporate environments, where there is not (typically) the anonymity of the internet and there are political agendas floating around. There were a number of ideas about seeding a collaboration tool, such as creating some initial wikis that contain obvious but minor errors to encourage people to learn how to edit them in order to fix them, but that begs the question (to me, anyway) of how the seed data impacts the path that emerges.
Greg Van Alstyne was up next, with a presentation discussing how Enterprise 2.0 must emerge from the needs and activities of the users. Emergence, or emergent behaviour, is when new and complex patterns develop from underlying (and sometimes seemingly unrelated) components. It’s really a complement to design: where design is top-down and imposed by the designers, emergence is bottom-up and created by the participants. He gave a great example of this, which I also know because the same technique was used at my university: no pathways were initially built between buildings, but the entire complex was planted with grass; after several months, the common pathways had “emerged” from the grass and were paved. The associated quote was something along the lines of “how do we know where to build the paths until the people show us?” The same is also true for software, enterprise or not.
Sacha Chua finished the evening with a discussion of social networking software in use within IBM. Belying the big blue exterior, IBM appears to have a warm, fuzzy inside, full of employee blogs, wikis and social bookmarking. Who knew? I’ve met Sacha on several occasions, and she’s a very passionate advocate for what social networking tools can do within an organization, such as flattening the hierarchy and providing a sense of knowing the other 325,000 people in your company even if they’re geographically distant. She admits that the active participation rate — those that actually contribute content — is about 1%, but that’s a substantial community when you look at the relative numbers, and as she says, you have to learn to love the 1% that you have rather than worry about the 99% that you don’t. IBM is developing some of their own social networking software, such as Dogear social bookmarking, which is an internal equivalent to del.icio.us. I’d love to find out if they’re planning to roll this out as a customer product, but no one at IBM seems to be able to give me an answer on this.
One final comment that I heard from Bob Logan, a colleague of Greg Van Alstyne’s: “I don’t believe that there’s an inside and outside of an organization any more.” [Someone else in the audience immediately butted in that they thought this was wrong, to which Bob replied "All generalizations are wrong."
] The concept of increasing porosity in corporate boundaries has been happening for years, in part due to technologies like BPM: more outsourcing, integrating suppliers as part of the supply chain, and exposing the progress of internal processes to customers. There’s still a distinction between inside and outside, but it’s getting fuzzier.
I’ve posted a downloadable version of the slides from my presentation on Web 2.0 and BPM from the BPMG in London a couple of months back, but here it is shared via slideshare. You can go through the slides in place below using the controls below the slide, or click on the slide to take you to the larger view on the slideshare site.
I had a chance last week to chat with Pat Morrissey, SVP of marketing at Savvion, in advance of their announcements today. Before I get to the real content, I have to say that “Process Concierge” is the most adorably marketing-enabled product name that I’ve heard in a long time — I’m still giggling, although I’m easily amused when it comes to silly product names.
Savvion is announcing v7.0 of their BusinessManager BPM suite, in limited release this week with general availability next month. This release is focussed on improving end-to-end collaboration through the process design and execution life cycle, and on increasing reuse.
Driving one of the changes is the realization that not everyone should have (or wants) access to the full process design environment, but that there’s a lot of people in an organization who want to be able to sketch out some ideas for a process without having to learn a complex process modeling tool, and without having to be concerned with issues such as process validation that might prevent a “rough sketch” process from being saved into a process engine’s repository. To meet this need, Savvion has introduced abstract models, which are explicitly flagged as “not executable” at the point of check-in, so a model can be partially created and checked in to the repository without concern for validation. Once someone with more advanced process modeling skills has fixed it up, it can be converted or versioned into an executable process. The goal is that this will help to break down barriers to adoption, and get more people modeling processes. My concern, as you might guess, is that many people in corporate environments don’t have sufficient permissions to even download and install the Savvion process modeler on their desktop, especially those who aren’t technical enough to work out what’s required to make a process model validate on check-in, so unless this is part of a corporate-mandated desktop installation, there’s still a significant barrier there.
Second up on the business-side enhancements is the Process Concierge (okay, I’ll stop laughing at the name now), which adds collaborative activities such as instant messaging at any point in a process to allow a user to get some help at that point without delegating the step or using some other ad hoc method like email to get an answer. The collaboration is all captured, so that there’s a full audit trail, unlike ad hoc methods, and the user never loses control of what they’re working on. I really like this concept, since I’ve implemented a number of transaction processing BPM projects where the user may need a bit of help at a step and wants to just finish the task rather than sending it to someone with more experience, so they end up either calling or walking over to someone who can help them out. Unfortunately, if you don’t capture that ad hoc collaboration in any way, the process statistics would just show a longer-than-usual time to process that step, but wouldn’t indicate the problem that occurred or how it was resolved in order to assist with future improvements to the process, procedures or training. With Process Concierge, someone should be able to dive into the details of the collaboration at those problematic steps and figure out how to make the process better. It will definitely require some cultural change, however, to get people using this rather than calling over the partition to their neighbour.
The third major business enhancement is forensic auditing, which provides a SOX-compliant history of every change made to a process and its data. The Process Concierge ties into this, since there’s now also an auditable history of the collaboration that might occur at a step in the process. This is not unexpected, since I’ve seen the same thing in every other BPM product that I’ve looked at in detail lately, and is definitely a requirement for doing BPM business these days.
On the technical side of the product announcement, the biggest focus is on component reusability. All vendors claim to facilitate reusability, but the actual reuse rates within organizations for any sort of technology are dismally low. There’s a couple of general solutions to that problem: make better repositories, so that developers can find other developers’ components, and make better components so that developers will rely on others’ components rather than recreating everything themselves. In Savvion’s case, they’re improving the repository by allowing anything in the asset repository to be reused, not just process models: services, adapters, forms, whatever. They’re also providing new testing and debugging tools to help improve the quality of what’s offered for reuse within that repository, which should tend to create higher reuse rates.
There’s still a different full studio environment for IT, as opposed to the downloadable standalone application used by business analysts; I’m curious as to how long it will take to merge the two environments, or if they have any plans to do so, since two different environments always creates some communication disconnects between users of the different environments, however small.