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{ Monthly Archives } November 2008

Bookmarks for November 29th

These are my links for November 29th:

Bookmarks for November 28th

These are my links for November 28th:

Bookmarks for November 27th

These are my links for November 27th:

Bookmarks for November 27th

These are my links for November 27th:

  • CIOs Must learn to Deal With Social Networking – Messaging and Collaboration – The CIO of CIO at Argo Turboserve, a provider of supply chain management services, calls the Net Generation "info-brats", monitors LinkedIn for "personal use", and feels that they have the right to subject their customers to "the scrutiny of our network security group" if they choose to use Gmail (which, of course, they block for their own internal users). Doesn't that make you want to work there? Not!

Bookmarks for November 26th

These are my links for November 26th:

Bookmarks for November 24th

These are my links for November 24th:

  • City Of Toronto – A Web 2.0 summit put on by the City of Toronto about moving towards government 2.0 in a municipal environment, coming up this Wednesday and Thursday. Apparently there's no room for more onsite attendees, but you can listen in on the webcast. Lots of interesting speakers regardless of where you live.
  • Denis Gagné – I'm not sure if Denis intended this to be public, but here's his collection of BPM blogs on Netvibes.

Canadian blog awards

It’s time for the Canadian blog awards, and I’m nominated in the “Best Sci/Tech Blog” category. Feel free to head over there and cast your vote; you do not have to be Canadian to vote.

You have to focus on vendors even if they are narcissistic or whiny

This post by analyst relations consultant Carter Lusher, entitled You have to focus on influential analysts even if they are negative or unpleasant, totally cracked me up. There are lots of analysts with attitude, but there are also lots of vendors out there who could use some lessons from Miss Manners: in dealing with vendors, I’ve had accusations of bias, suggestions for blog post topics that come straight from the vendor’s press releases, requests to sign a non-disclosure agreement before talking about something that they want me to write about, whiny complaints when I write about another vendor instead of them, and arguments from (always large) vendors why I should pay my own expenses to attend — and blog about — their conference.

These tend to be outliers; most of the people who I deal with at vendors are professional and reasonable, and don’t treat me like the hired help (which is good, because they’re not paying me anything) or like the enemy. Having to occasionally deal with negative and unpleasant people is just part of the job for most of us; for an analyst relations specialist to pretend that all of those negative and unpleasant people are on the analyst side of the vendor-analyst relationship is disingenuous.

Survey on business process modeling

Three universities with BPM programs — Humboldt University, Eindhoven University of Technology and the Queensland University of Technology — are running a survey on how business process models can be improved in terms of understandability. You can take the survey here, although it’s specifically for those who model using event-driven process chains (EPC). As a participant, you’ll have access to the results of the survey, plus the chance to win a recently-released book, Metrics for Process Models.

Bookmarks for November 22nd

These are my links for November 22nd:

Bookmarks for November 21st

These are my links for November 21st:

  • She’s Geeky | Events – The first She's Geeky event for women in technology, now scheduled for December 5-7 in New York.

Bookmarks for November 20th

These are my links for November 20th:

  • Sign up for Google Apps – A direct link to the signup page for the free version of Google Apps for your domain, since they’ve made it very hard to find on their signup pages now. I use the paid version of Google Apps for my primary domain email, but use the free version for a couple of other domains including not-for-profit groups, and have had some frustration lately with finding the signup page for the free version. Via the Google Operating System blog.
  • Update on the CEP Users Group on LinkedIn – A pointer to the CEP Users Group on LinkedIn, but more importantly, a list of rules for engaging in the forum that I think should be applied to all groups of this sort on LinkedIn: basically, no recruitment or PR/sales pitches, or you’ll get booted out of the group. Recruiters and PR people need to learn how to be better behaved in this world of social media, or they’ll become outcasts.
  • First Look – Savvion Business Rules Management System – James Taylor on Savvion’s new business rules offering.
  • Are Our Technologies at War with Each Other? – Andrew McAfee on social media versus knowledge management, with links to a couple of interesting articles that take the topic on in more detail.
  • Measurable Benefit in BPM. Where is it? Part II – Lance Gibbs on process metrics and value stream mapping to help with your process optimization.
  • The story of our times – time to abolish accounting as we know it – Sig Rinde’s take on the dangers of using filtered and massaged information instead of actually looking at what’s going on. He applies this to the current economic crisis, but the same is true for any process.
  • SAP Network Blogs – Marilyn Pratt’s review of my “intro to BPM” session earlier this week at SAP Insider BPM 2008.
  • Report: Millennials Will Route Around IT Departments – The results of an Accenture report on how the Net Generation isn’t happy with what corporate IT is giving them, and finding ways around it: “Millennials would prefer to use instant messaging, text messaging, and RSS feeds to communicate with their clients and customers, though very few companies currently support these technologies. The report also highlights that a lot of employees are simply bypassing corporate IT departments if those don’t offer them the services they need.” I highlighted this same issue in my “future of BPM” talk recently, namely, that changing expectations of the new wave of people in the workforce is forcing change to enterprise applications.
  • Lauren Cooney’s Blog: Women-Only BarCamp – Who’s up for It? – Lauren proposes a women-only BarCamp. West coast (either Redmond or Silicon Valley since MSFT is donating the space) but no word on dates yet. She’s pinged me to help organize, so expect more info on this here.
  • CRTC loses the plot on traffic-shaping : Remarkk! – Canada’s internet regulatory body decides to roll over to the big ISPs and let them destroy net neutrality through traffic shaping that favors the ISP’s own content.
  • spectrum.SAP.info – Download: – SAP’s Spectrum publication for November, featuring several articles on BPM
  • Web 2.0 Summit – Video episodes from the Web 2.0 summit earlier this month.

OMG, I’m on video…

Marilyn Pratt of SAP captured me on video at the reception at the SAP Insider BPM 2008 conference. Yes, there were drinks involved.

SAP BPM 2008: Business Rules Management

I was up bright and early today to hear Soum Chatterjee from SAP Labs give an introduction to their business rules product, the recently-acquired Yasu (which Chatterjee claims stands for Yet Another Start-Up). I’ve had a bit of a look at it in the context of the NetWeaver BPM demos that I’ve had, but wanted to hear about their roadmap for the product.

He started with some very fundamental information on business rules, and made an interesting comment (considering who writes his paycheck): maybe embedding rules in the code of systems like SAP’s ERP was not a great idea. Of course, neither was having rules embedded in database triggers or non-automated methods such as documenting them in procedures guides or just having them in people’s heads. In these cases, we might see lack of flexibility, lack of visibility and lack of enforcement/standardization as well as having the business rules scattered around the organization where they can’t be properly managed. The solution, of course, is SAP NetWeaver BRM :)   Consider that the audience is mostly SAP customers who are very used to the idea of business rules embedded within their ERP code, some of these ideas are pretty radical, but he does a good job of laying out the value proposition of business rules, not just a product overview. He put it in the context of BPM, where the ability to change the rules within processes provides maximum agility.

From a rules product standpoint, they have a suite including:

  • A composer for modeling rules, in an Eclipse-based environment that can be used by a business analyst. It uses a natural language-like representation of the rules, and provides conflict resolution and other up-front analysis of the rules being modeled. Rules can be represented as a decision table, classic if-the-else code, or as a graphical rule flow (which is a sort of decision tree). I’ve also seen this integrated into the process modeling environment in their BPM product.
  • A rules manager for deploying and managing rules.
  • A rules engine to execute the rules. Rules can be consumed as web services (and therefore by their BPM or any other composite application modeling environment) and ABAP business applications.
  • A repository for storing the rules assets.
  • A rules analyzer for optimization (not released yet).

They’ve focused on fast methods of testing and refining rules, particularly by a business analyst. They also have a lot of change management and governance built in.

He covered how BRM and BPM will work together:

  • Complex rule-based decisions (pricing, credit decisions, etc.)
  • Responsibility determination (rule-based task assignment)
  • Recognition of business events
  • Routing rules
  • Parameter thresholds and tolerance (constraints)

Rules can be modeled in the rules composer or in the process composer. He showed us a (canned) demo of the rules composer that would have been a lot more compelling if he had narrated it in a bit more detail: I was sitting at the front of the room so could see the screen, but I’m sure that those at the back of the room couldn’t read it and there wasn’t enough narration to follow along with what was happening in the screen playback. Eight minutes into the video (only halfway!), we move from code-based rules to decision tables, which is a bit more interesting from a demo standpoint, but I really doubt if anyone who didn’t already know something about rules modeling would have gained a lot of information from watching this. It also made the composer look a lot more difficult that it actually is, as evidenced from an audience question about whether they expected business users to use this (in a disbelieving voice).

He finished up with the product roadmap:

  • This year, they’ve delivered the business rules composition and execution environment, available for invocation from the various SAP product lines, and integrated with the BPM composition environment.
  • In 2009, there will be more complex decision sequences, integrated support for rule refinement and validation, end-to-end change management, and improved business user participation and collaboration in rules authoring and change management.
  • In 2010, the plan (which of course can change) is to have real-time rule-based responses to business events, advanced rules analysis capabilities with alignment to business goals, and better modeling capabilities for business analysts.

Lombardi Analyst Call

Lombardi had a call today for analyst, with Rod Favaron covering business, the market and customers, and Phil Gilbert on the product and technology. Lombardi continues to grow — 60% in license revenue and 40% overall — although their services business isn’t growing as fast as license sales since they are bringing on more partners to provide services rather than doing it all themselves, especially in geographies that they can’t cover well. They’ve increased their headcount by 25% and increased productivity (which allows them to grow revenues faster than headcount), and are in a profitable state for 2008. They believe that BPM will be counter-cyclical to the current economic crisis, and have the potential to grow in more difficult financial times due to a closer focus on ROI: a position that all the BPM vendors are taking (especially with their investors), although I think that a lot of the increased BPM activity will be new projects with already-purchased software rather than a lot of new license purchases. Although it might not drive a lot of short-term license revenue, this will be good for the BPM vendors in the long run due to greater proliferation of projects within customers.

From a product standpoint, they have four active engineering teams:

  • TeamWorks 6, where there’s still some innovation going on around active management of in-flight process instances, to allow business owners to take more granular control at the instance level. There will be another release of TeamWorks 6 before mid-year 2009, which is good news for all those existing 6 users who aren’t ready to make a major platform shift yet.
  • Office add-ins, TeamWorks for Office and TeamWorks for SharePoint, where some upgrades are happening for non-English-speaking users.
  • TeamWorks 7, which will be released in beta next month. This version has been in the works for a couple of years, and Phil thinks that it’s “the biggest leap in BPMS since BPMS’ began” due to the governance and BPM program capabilities that are built in. They’ve rolled in a lot of repository management and code sharing capabilities.
  • Blueprint, where they’re pushing out releases in an Agile development environment every 5-6 weeks. Because of this, the rate of innovation is high, and the product capabilities are growing quickly. Next release is targeted for the third week of December, and next spring they’ll be announcing some capabilities and positioning of Blueprint as a central location where people in a process-centric enterprise go to discuss process by making it relevant to everyone’s job, not just that of process analysts.

From a services standpoint, their own professional services staff is increasing, and they’ve moved from having 5-7 partner staff delivering billable services around Lombardi solutions for every one Lombardi billable professional services staff, to having about 15 partner people to one Lombardi professional services person. They expect this ratio to grow further, and are increasing their efforts in training and certification to support this partner growth.

The first questions from the listeners were around the impact of the economic situation on Lombardi’s business and the BPM market in general, then there was an interesting discussion on the uptake of Blueprint: it’s mostly directly with people in operational areas, not IT, as people see this as a way to get started with collaborating without a lot of up-front capital investment. The interest that they’re getting from the federal government will lead them to offer Blueprint in a “more secure” environment for customers who don’t want their processes in the public cloud — this is good news for non-US customers as well, since there are many European and Canadian organizations who would not consider putting their processes on US-based servers due to the privacy regulations.

Good call, it would be great if more vendors did this on a quarterly or semi-annual basis.

SAP Tools for Process Definition, Modeling and Management

I spent the morning presenting an introduction to BPM in a jumpstart session at the SAP BPM 2008 event put on by SAP Insider and was going to spend the afternoon by the pool, but was tempted by Ann Rosenberg’s invitation to her afternoon session, A Complete Guide to SAP Tools for Business Process Definition, Modeling and Management. Ann is in the Business Transformation Consulting group at SAP, and was joined in the session by Marilyn Pratt (SAP BPX Community Evangelist), Greg Prickril (SAP NetWeaver BPM product management) and Charles Möller (Center for Industrial Production at Aalborg University).

Several people in the audience — including Ann and Marilyn — were in my session this morning, so had some context for this; Ann did a quick overview of BPM to start, and it was a good complement to my session since she covered many of the topics that I didn’t have time to address, such as the link between BPM and quality management programs like Six Sigma, and business process maturity models. One interesting quote from Ann: “The way we will run SAP projects going forward will be different from how we did it in the past”, due to the process orchestration capabilities that are now available.

She positions IDS Scheer’s ARIS as the place where you will do your business process modeling, which includes both manual and automated activities (by “manual”, I believe that she means those that are not touched in any way by the BPMS); automated activities make up typically less than 20% of all activities. Of those automated activities, you’ll then use NetWeaver BPM to model and execute less than 20% of those activities — the ones that are a competitive differentiator — whereas the remaining 80+% are standard activities/processes within SAP’s standard business suite.

My thoughts on this:

  • I don’t agree that only 20% of what most organizations model are candidates for any sort of automation if you include the manual tasks executed within a BPMS, but I haven’t done any definitive survey on this; the percentage would depend how much process modeling that your organization is doing as a standalone initiative, but I would expect a much higher percentage if your organization has some sort of BPMS initiative.
  • The 80% or more of the automated activities that are targeted for SAP’s business suite rather than BPM are those that are intended to be more “cost-effective”, which implies that it’s much more expensive to develop and execute business processes in NetWeaver BPM than in the core business systems. I don’t know enough about SAP to make that sort of cost comparison, but given the time and effort that I’ve heard is required to deploy and maintain an SAP business suite system, I find it hard to believe that a more agile BPM system is more expensive if you are going to do a comparison of a realistic (read: not static) process. I imagine that for truly standard processes — those where you could use SAP business suite out of the box — that would be true, but it’s not my impression that that happens a lot.

She had some good comments on business process maturity and how it relates to SAP: the core business products cover off the first three or four levels to get your processes standardized, then BPM kicks in when you move into the upper levels of continuous improvement. I think that’s a good context for SAP customers moving into BPM; if they’re using SAP’s business suite properly, then they already have some degree of business process maturity, but have no hope of achieving that continuous improvement nirvana without something more agile, like BPM.

Charles Möller was up next with an academic review of the management discipline of BPM that links to the book “Business Process Management – The SAP Roadmap” that he recently co-authored with Rosenberg and two others; this covered some of the history of quality management methodologies and their connection to business process, the current analyst views, some ongoing research, and more on process maturity models. He included some research on architectural maturity models, which are related to process maturity, particularly around how IT budgets decrease with architectural maturity up to the point of a centralized optimized core set of services, but increases when you reach a maturity level of business modularity since individual business units can’t have flexible business processes without increasing IT costs. Möller’s premise from his book is that this is just not going to fly, and that we have to have new paradigms for business process maturity: a new sort of IT value change that moves beyond business process management to business process innovation; where innovation and change is the standard rather than a specific set of processes or services as a standard. He sees enterprise architecture as the enabler in moving from process management to process innovation.

Ann Rosenberg was back up to talk about BPM governance, particularly in SAP’s structured approach to moving from a functional organization to a process organization. She talked about how SAP applied this approach to their own organization, and their experiences with it. She also had an interesting point about how there are no longer IT projects: every project is a process improvement project, otherwise you shouldn’t be doing it. It’s critical to build a process-centric IT department, not the old-style functional IT where each person is a specialist in a particular system or function. IT needs to recognize that they are an enabler for business change, not a driver of change, and hand the control back to the business. I resisted the urge to stand up and cheer.

Greg Prickril gave us a view of NetWeaver BPM, starting with some of their basic philosophy — their main target is existing SAP customers who want to add the orchestration capabilities of BPM to extend their current business processes in the SAP business suite. In the context of BPM, the SAP business suite can be exposed as just another set of services to be invoked from BPM (which, of course, any other BPMS vendor who works with SAP customers knows already). I’ve had some extensive briefings on NetWeaver BPM from some of the other product management team members, and I’ll be publishing some of my observations on it this week in the context of this conference.

He pointed out that although they intended to address the needs of many personas across business and IT, their first version will be optimized for the process architect: an IT role that designs processes. In other words, they don’t yet have their business analyst perspective ready in the modeling environment. He showed us a demo of the Eclipse-based process modeling environment, and a look at the end-user experience in the context of the NetWeaver universal task list. My assessment of this first version of the product, which is in beta now and will be released in Q109, is that it has some nice integration capabilities (although no asynchronous web services calls), but that the human-centric capabilities are barely adequate, and they don’t meet the minimum requirements to be considered a BPMS in the eyes of some of the analysts. However, this is version 1.0, and you don’t expect them to land in the top right of anyone’s quadrant the first time out; from what I’ve seen, they have a good roadmap to getting to the functionality that will make them competitive with other BPMS vendors when it comes to SAP customers. Will they ever be competitive with non-SAP customers? Probably not, but then, that’s not their target market.

It’s interesting to see a BPMS demo to a group of mostly technical people who have no idea what a BPMS looks like: usually, I’m seeming demos like this at other BPMS vendors’ conferences where they’re showing the next version of their product, but everyone is familiar with the current version and basic BPM concepts. Things that those of us familiar with BPMS don’t even think about any more — like the concept of process instance parameters — have to be explained, which is a good reminder to be aware of the context and the audience background when discussing BPM.

Ann Rosenberg came back up to cover some of the BPM training curriculum, and handed it over to Marilyn Pratt to discuss the SDN BPX community. I’m a big fan of Marilyn’s: she’s one of the most active and enthusiastic community managers that I’ve met, and manages to ensure that SAP’s corporate party line doesn’t overshadow the independent discussions and interactions on the BPX site.

The afternoon jumpstart session ended with a panel that included the four speakers plus me, which gave the audience a chance to ask questions on everything from specific SAP product questions to more philosophical questions on the differences between BPR and what we’re doing now with product improvement.

Bookmarks for November 14th

These are my links for November 14th:

Bookmarks for November 13th

These are my links for November 13th:

Bookmarks for November 11th

These are my links for November 11th:

  • Enterprise Microsharing Apps: Read All About Em | Pistachio – Thinking about using Twitter-like microblogging inside your enterprise? Here's a report from Pistachio that reviews 19 of these tools. Via Jevon MacDonald at the FASTForward blog.
  • Official Google Reader Blog: Is Your Web Truly World-Wide? – Google Reader will now translate any feed into your natural language, allowing you to read all those BPM blogs that are in another language. The machine translation isn't perfect, of course, but it at least gives you the gist of the post. Also auto-translates any links from those posts using the same auto-detected language pair. The only down side is that it only works if you are reading that one feed; if it's part of a folder and you're reading the folder, then it reverts to its original language.

Mobile experiments

I’ve been running a mobile device experiment for the past six weeks: since my Blackberry three-year contract ran out, I switched to using a standard mobile phone (with a greatly reduced monthly fee) plus an iPod Touch. I was lucky enough to score a free iPod Touch — BEA’s last marketing blowout at their conference before being absorbed by Oracle was to give one to every attendee — so this experiment costs me nothing to try out. Those who know me were aghast at seeing me without the trusty Blackberry at my side, where it has been for the past eight years, but I wanted to try out this combo for a couple of reasons.

First, there are so many new devices out lately and a number of new ones on the rise, that I want to reassess my Blackberry bigotry. Specifically, I’m thinking about switching to an iPhone and need to be sure that the non-phone functionality of the iPhone works for me (for those of you unfamiliar with the iPod Touch, is pretty much exactly like an iPhone except no phone, no camera, and no paid plan required from your mobile carrier since it only connects via wifi).

Second, Canada is about to see a rash of new entrants into the mobile carrier space in early spring of 2009, and I didn’t want to be locked into another contract with Rogers when those options became available. That means that I’ll likely stick with this configuration until I know what the new offerings will be: data plans have certainly come down in price here, but I’m also looking for a carrier that will provide me with better-priced US roaming, which is currently about $2/minute with Rogers.

Results so far:

Voice: I continue to use almost none of my voice minutes on the mobile phone, except for a couple of calls when I’m traveling. I’m just not big on talking on the phone.

Texting: I still do some text messaging from my regular mobile phone, but using a standard phone keyboard — even with predictive typing — is so much slower than the Blackberry that I’ve reduced that quite a bit.

Connectivity: Since the iPod Touch connects to any wifi that’s around, I use it around my home/office, at conferences where there’s wifi, and now in every Starbucks in Toronto where I can use my Bell Internet account (or a Starbucks card) to login to the Bell hotspot. A number of airports also have free wifi, allowing me to step off the plane, search for wifi, connect and check my email without breaking stride. Although I don’t have the uninterrupted service that I enjoyed with the Blackberry (which would, of course, be replicated on a full iPhone), I am finding that this is sufficient for most of my needs.

Typing: The touch keyboard on the iPod Touch (same as the iPhone) sucks when compared to the Blackberry: I can touch-type with my thumbs on a Blackberry, making it a very real email composition platform; on the iPod, I’m much more likely to send only a brief reply, if anything at all, and wait to get to my laptop before sending any substantial messages.

Reading email: The email reading experience is great on the iPod, certainly much better than the older Blackberry that I had. I use both Gmail and Google Apps mail, and the IMAP client works well with both, meaning that everything that I do on the iPod is reflected in my email online, and therefore in my desktop IMAP client. [The IMAP client on the Blackberry was always slow and a bit flaky for me, meaning that I used to do POP email there, then have to replicate what I did back on my desktop since I used the Blackberry Internet service, not a corporate server. Obviously, if you're on a corporate Blackberry server, that experience will differ.]

Surfing: Amazingly good on the small screen, since zooming and rotating are a breeze. No Flash support, which is a bit of a hassle on some sites, but otherwise fairly widespread support. Many sites (including this blog) offer an iPhone-optimized version of their site that auto-detects that you’re on the platform and switches over.

Feed reading: Excellent with Google Reader; since I use Google Reader from my laptop as well, that means that everything read anywhere stays synced up.

Applications: I never found a lot of Blackberry applications that really worked for me, and with no central clearinghouse for them, they were hard to find. The iPod Touch, on the other hand, can run most of the applications available for the iPhone, allowing me to test out the full experience. No VOIP calling, of course, but plenty of useful stuff:

  • Red Rocket, one of only two paid applications that I use, which has all of the Toronto transit maps, routes and schedules. Very handy when I’m waiting at a streetcar stop wondering whether to wait for the next car or hail a taxi.
  • SplashID, the other paid app, which holds confidential information such as credit card numbers and PINs in a secure encrypted format.
  • Files lite, the free (but completely adequate) version of a file transfer/storage application that allows me to copy files from my PC to the iPod in a variety of formats: PDF, Word, PowerPoint, etc. More than storage, I can actually view the files on the iPod, making this a great place for a quick reference library.
  • Instapaper (again, the free version), which allows me to bookmark web pages either on the iPod or my PC, then sync them up to the iPod for offline viewing. Good if I want to review something on a plane or when I’m away from wifi access, but don’t want to print it. The rendering of the page isn’t perfect, but everything that I’ve tried is completely readable.
  • Stanza e-book reader, with a large selection of freely downloadable books, and a desktop application so that you can covert your own files into e-book format for transferring to and reading on the iPod. The reader is quite usable: the text is large enough, and although there’s not a lot of text on each page, flipping to the next page is so fast that it’s a pretty seamless experience.

Battery life: Not great, but then I’m using it for a lot of internet access so hard to compare with the Blackberry where I did less surfing since it wasn’t required for reading email. With a Blackberry, you have the option of carrying an extra charged battery and swapping it out, and it also holds a charge for several days if you’re not talking much.

In summary, I find the phone/iPod combo pretty useful, especially considering that most of my travel is done for the year so I’ll be around my office (where there’s wifi) or at clients in downtown Toronto (where there’s Starbucks wifi on every street corner); I can certainly last out for a few months with this combo to break the Crackberry addiction and consider some alternatives. The keyboard is certainly a huge deterrent to moving to the iPhone (if it weren’t, I would have been tempted to switch already), as well as the battery life issue.