Hide Notes 

Slide 1: Management of Organisations Processes and Content (Enterprise Content Management, Business Process Management) In partnership to «Alfresco Software, Inc.» and «Intalio, Inc.» Year 2008 Project Overview JSC Bank Baltikums (executed in cooperation to JSC Digital Mind) ver. 1.06
Slide 2: Content 1. BPM: Introduction / Theory 2. JSC Bank Baltikums project 3. Alfresco ECM 4. Intalio BPMS • BAM 5. Sharepoint webparts 6. General information on D8
Slide 3: Business Process Management Theory
Slide 4: Business Process Management (BPM) 1. BPM – a way of organisation’s management • By process optimization • Efficiency and quality increase, higher transparency • Decrease of the load on resources • Risks and expense minimisation • Speed increase without compromising on quality 2. BPM initiatives motivations in the organisation • Starting from: decrease of resource spending – efficiency increase • Ending with: Various standrads implementation, etc. (ISO9000, ITIL, etc.)
Slide 5: BPM Less known is that use of BPM principles helps organisation to make right strategic decicisions and involve every employee in execution of its strategy! BPM: • • • How to quickly adjust business processes according to changing business environment Workflow – inside one IT system, human tasks BPM – management of whole business process (accross boundaries of multiple IT systems) BPM environment allows: • • • • • F Faster time to market on processes change Control of processes (escalate if not done on time) D Do process metrics (collect statistics)(to improve them) D Do metrics of individual tasks (to identify bottlenecks) KPI monitoring (to monitor business performance)
Slide 6: IT infrastructure planning according to Requirements of business processes • In order to achieve target - environment has the same importance as a logic of the process •Communication between business and IT •SOA (Service Oriented Architecture) •isn’t technology •Isn’t products •It is a concept
Slide 7: JSC Bank Baltikums Project Overview
Slide 8: JSC Bank Baltikums Project Targets 1. Provide bank with efficient environment for management of business processes 2. Allow bank to model, analyse and automate business processes in the future 3. Automate 3 business processes on bank’s choice • • • Incomming correspondence Account opening Commercial loans applications processing
Slide 9: JSC Bank Baltikums Problems to Solve in selected processes 1. General for whole project • • • • • • • • • Increase efficiency Minimize risks Single source of a task list for bank’s employees 2. Incomming Correspondence Increase speed of processing Improve control 3. Account Opening and Commercial Loan Applications processing Increase speed of process Requests comming from overseas offices Unified and Structured documents (content) management Improved employees roles control (access rights, role in the process)
Slide 10: JSC Bank Baltikums Project Implementation Strategy 1. Process portfolio definition • Process Analysis 2. Agreement on Project Plan • Project Management process, Schedule 3. Process modeling methodology definition 4. Process Modeling (“as is”) for automation 5. Implementation of base IT platforms (BPMS, ECM) 6. Training 7. Support
Slide 11: JSC Bank Baltikums IT tools used 1. ARIS (IDS SCHEER) – process modeling environment 2. Intalio BPMS – process management environment 3. Alfresco ECM – content management environment 4. MS SharePoint – portal engine 5. MS Active Directory – corporate structure holder 6. MS Exchange – mail server
Slide 12: JSC Bank Baltikums Process Portfolio (First Level) 1. Management Processes 2. Core Business Processes 3. Core Business Supportive processes
Slide 13: JSC Bank Baltikums Administrative processes (Second Level)
Slide 14: JSC Bank Baltikums Administrative processes (Third Level)
Slide 15: JSC Bank Baltikums Administrative processes (Fourth Level)
Slide 16: JSC Bank Baltikums Process Environment 1. Incomming Data 2. Databases 3. Resources used (executers - including IT systems, people, hardware) 4. Risks !!! • To control them when automating
Slide 17: JSC Bank Baltikums Process Model 1. Process Model exporting from ARIS to Intalio (manualy or BPMN notation) 2. Integration to Core Banking System 3. Project completed in 5 month • Documents Acceptance... 4. Bank ordered next processes to model and automate • Q1 2009 – problems register
Slide 18: Enterprise Content Management platform ECM «ALFRESCO»
Slide 19: Enterprise Content Management (ECM) Enterprise content management (ECM) is a set of technologies used to capture, store, preserve and deliver content and documents to organizational processes. ECM tools and strategies allow the management of an organization’s unstructured information, whatever that information exists. • • • • • Document repository Records Management Image management Electronic Archive Compliance control
Slide 20: Why Alfresco ● Content Management that Real People, Teams and Customers want to use ● Simple to use, integrate and rollout for enterprise adoption ● With the Cost Savings of Open Source ● 1/10th of the cost of traditional ECM with the added cost saving of an OSS stack ● And the Scalability and High Availability of Java ● 5 Times faster and no proprietary tie-in
Slide 21: Alfresco Software, Inc. Founders John Newton – Founder of Documentum (Sold to EMC) John Powell – COO of Business Objects (Business Intelligence, Sold to SAP) Dr. Ian Howells – VP Marketing at SeeBeyond Matt Asay – Founder of Open Source Business Conference Investors - Accel Partners, Mayfield Fund, SAP Ventures
Slide 22: Alfresco users base One million downloads ● 50,000 Community ● 30,000+ installations ● 75 countries, 20 languages 500+ enterprise customers ● Major banks, governments, media and professional services Industry recognition ● Gartner Cool Technology ● Forrester Wave Leader
Slide 23: Alfresco ECM Accessing Web Applications App Server Knowledge Portals Web Services Business Process Engine CRM Virtual File System FTP CIFS WebDAV Portal Server High Availability
Slide 24: Alfresco ECM Before After Shared Drive Shared Drive Interface Web Access Compliance Applications Rules Automation
Slide 25: Alfresco ECM Advantages ● Replace shared file drives with Virtual File System ● Automatic Metadata Extraction ● Simple Rules Automate Manual Processing ● Portals Integration ● Google-like search, Yahoo-like browsing ● Folder-Based Workflow ● SmartSpaces ● Folders, Content, Rules ● Zero Footprint Client
Slide 26: Simplifying Records Management ● ● ● ● ● ● ● Designed to DOD 5015.2 Requirements Automated metadata extraction and classification Easy records scheduling and file plan maintenance Drag and drop capture with easy Outlook integration Complete auditing and workflow integration Automated conversion to PDF and ODF Easy export for archival
Slide 27: Alfresco – MS Office integration version 1 ● Functionality ● ● ● ● ● ● ● ● Space Browsing Search Checkin/out Create New Version History Properties Workflow Tasks Compare ● Actions ● Transform PDF ● Email out URL
Slide 28: MS Sharepoint protocol support in Alfresco Labs 3 1. As a result of its legal problems with the EU, Microsoft was forced to expose key  protocols for Microsoft Office. • Previously, Microsoft offerings such as SharePoint tended to tie in very tightly with Office, but other platforms couldn't leverage SharePoint's content sharing and collaboration features. 1. Alfresco Labs 3 now supports SharePoint Protocol. • users of Microsoft Office applications and Alfresco can seamlessly use all applications together in many ways, and collaborate, in SharePoint fashion, on on-demand online documents. • Fully-compatible SharePoint protocols repository
Slide 29: Alfresco – Web User Interface ● Streaming Auto-Preview ● ● ● ● Office Images Videos HTML ● Cross Platform Dashlets ● ● ● ● MySpaces MyDocuments MyTasks MyWebForms ● Personalize
Slide 30: Alfresco – Portal Integration ● JSR-168 Container for WebScripts ● Portlets ● ● ● ● MySpaces MyDocuments MyTasks MyWebForms
Slide 31: Alfresco Users Community 1. 15,000 Registered Members 2. Significant Increase in Community Projects • • • • • Wiki Space Blog Space Multi-Lingual Content Model Team Calendar Metadata Extraction 3. Closer to Customer - Rapid “Natural Selection” / Darwinism • • Community to Enterprise Contributions and New Functionality
Slide 32: Inside Alfresco ● Open Source Enterprise Content Management System ● Built on modern AOP architecture (Spring Aspect-Oriented Framework) ● Uses Proven, Reliable and Scalable Open Source components: ● Hibernate for the persistence layer ● MyFaces, JSR168 portlets for the Web Tier ● Lucene for Text Search Engine ● ACEGI – Aspect-Oriented Security Framework ● OpenOffice.org, PDFBox, ImageMagick – document conversion
Slide 33: Alfresco, API ● Open, Documented APIs ● ● ● ● Java JSR-170 (JCR) Web Services (SOAP) REST Native Java REST JSR-170 Web Services .NET PHP Ruby Java Custom
Slide 34: Alfresco The product:Stacks Compatibility • • • • 1. 2. Operating System: Windows, UNIX, Linux, Mac OS Database: MySQL, Oracle, PostgreSQL, MS SQL Server Application Server: Tomcat, JBoss, Websphere, WebLogic, etc. More – see www.alfresco.com/services/support/stacks Integrated to LDAP (AD) Document Level Security
Slide 35: Alfresco – Product Roadmap 06/2005 – Preview Release – Repository and Web Client 10/2005 – Release 1.0 – Document Management & CIFS 12/2005 – Release 1.1 – Enterprise Security 02/2006 – Release 1.2 – Developer - JSR-170, Templating & PHP 06/2006 – Release 1.3 – Platform for ECM Apps – Scripting & Scalability 09/2006 – Release 1.4 – Business Process – jBPM & Records Mgmt, Kofax Integration 01/2007 – Release 2.0 – GPL, OpenSearch, WCM Production, Application Exchange, AJAX Ease-of-Use 09/2007 – Release 2.1 – Web Scripts, WCM File System Deployment, WCM Content Launch and Expiration, WCM Search, MS Office Integration, JSR-168 portlets 05/2008 – Release 2.2 – WCM Site Temples, Parallel Site Development, Asset Reuse, Preview nonJava sites, E-mail-in Functionality, Remote JMX Management NOTE: Roadmap details are recorded at http://wiki.alfresco.com/wiki/Roadmap
Slide 36: Alfresco 2.2 ● ● Enterprise-Grade Standards Support ● JSR-170, JSR-168, SOAP, and more… ● ● ● ● Highly Scalable Customizable Affordable Handles all Core ECM Needs ● Document Management ● Web Content Management ● Records Management ● Collaboration
Slide 37: Business Process Management 1. Alfresco internal simple workflows 2. jBPM • • • • • Advanced workflows 3. Intalio BPMS (BPEL) Process Execution Controll Process Evaluation (in order to improve) Process Activities’Evaluation (to find bottlenecks) Statistics Collection (KPI)
Slide 38: Scalability ● Benchmark ● 100 million objects ● 140 objects per second ● Sub-Second Access - CIFS, Web Client ● Linear Scalability Search ● No Artificial Limits ● Multiple Site Collections ● Performance Degradation ● New APIs ● New Web Services extensions ● REST: ATOM Publishing ● New SQL-based Query Language
Slide 39: Alfresco the Alternative to SharePoint Open Source Choice SharePoint Tie-In • • • • • • • Office RIA Platform Portal J2EE or .NET Database Operating System Low Cost • • • • • • • MS-Office Sliverlight SharePoint Portal .NET SQL Server Windows Hidden Costs
Slide 40: Business Process Management INTALIO BPMS
Slide 41: Intalio, Inc. Product – Intalio BPMS 1. Integrated environment and set of tools for business process management 2. Decreases process automation cycle 3. Technicaly based on BPEL, BPMN, SOA 4. Process versions 5. Forms Designer 6. Scalable 7. Processes are available as Web Services 8. CPU based licencing
Slide 42: Intalio, Inc. Business Process Designer 1. Easy to use 2. Auto-discovery 3. “No coding” 1. Escalations (main path continues its way) 2. Error path 3. Sub-processes (process orchestration)
Slide 43: Intalio, Inc. Business Activity Monitor 1. Intalio|BAM console provides the list of deployed dashboards KPI monitoring • 3. 4. • Metrics Accessable via browser based GUI BIRT dashboard Data Source is automatically populated by the server every time a business metric is updated. 2.
Slide 44: Intalio|Server scalability 1. Largest number of individual process activities modeled: 250,000 2. Largest number of process models deployed: 100,000 3. Largest number of concurrently running process instances: 250,000,000 4. Largest number of individual end-users per day: 100,000 5. Largest number of servers in clustered deployment: 1,000 6. Largest number of in-memory transactions per day and per CPU: 14,300,000 7. Largest number of persistent transactions per day and per CPU: 3,600,000 8. Roundtrip call to a WSDL web service from a BPEL process: 14 milliseconds
Slide 45: Technical Stack 1. CPU: EM64T, Itanium, Opteron, PA RISC, Power, SPARC, x86 2. OS: AIX, HP-UX, Red Hat Linux, SUSE Linux, Solaris, Windows 3. DB: DB2, MySQL, Oracle, PostgreSQL, SQL Server, Sybase ASE 4. AS: Geronimo, JBoss, Resin, WebLogic, WebSphere Integrated to: 1. MS Sharepoint 2. Alfresco 3. Liferay Portal 4. ESB’s 5. SAP connector (SAP JCO Libraries)
Slide 46: Bank Baltikums Solution’s GUI SCREENSHOTS
Slide 47: Bank Baltikums implementation Screenshots 1. 2. • • • • 3. • • MS Sharepoint Portal Intalio BPMS webpart Tasklist Notifications Start Business Process Business Process Forms Alfresco ECM webpart Repository browsing Document based process execution
Slide 48: Bank Baltikums implementation Screenshots 1. • • • • MS Sharepoint Native controls: Calendars Buttons List Boxes Etc.
Slide 49: Bank Baltikums implementation Screenshots 1. • • • 2. 3. Multiple language support English Latvian Russian Document processing audit log Process Status reporting
Slide 50: General Information D8 CORPORATION
Slide 51: Introduction to D8 1. Software Development and Integration Company • • 2. 3. 4. 5. Head Office (Latvia, Riga); Subsidiaries (Russia, Moscow; Ukraine, Dnepropetrovsk); ANNO 2002; First Project – June 2002, Latvian Savings Bank – Card Issuer Fraud Prevention System; Number of employees: 30 Targeted markets: • • Financial Systems (e.g. Banks) State Funded Projects (in Latvia only).
Slide 52: D8 Products Porfolio 1. Cortex – Card Processing Solution 2. CORTEX satelite systems • • • • • • StrongHold – issuer fraud prevention Pointzone – loyalty solution for cards Advanced ATM driver 3. Infinity8 – Remote Banking platform Internet-bank SMS-bank Mobile-bank 4. Debt Collection Solution 5. Enterprise Content Management - Alfresco 6. Business Process Management – Intalio BPMS
Slide 53: State funded projects 2006–2007 1. National level CA implementation • • • • • • • • Customer – Latvian Post D8 involvement– Subcontracted by Microsoft 2. Dangerous Waste Control System Customer – Dangerous Waste Authority D8 - Main contractor 3. Custom system support project State Revenue Service D8 – main contractor (in partnership to Intrasoft) 4. IT infrastructure monitoring solution implementation Latvenergo D8 – main contractor
Slide 54: Projects in Financial Sector 2007 and 2008 1. Payments related projects in: • • • • • • • • • • Ukrainian Financial Network (Bank Rodovid) Aizkraukles Banka (Latvia) ING Ukraine EFG Universal Bank (Ukraine) Post Bank (Poland) Visa Jordan Card Services (Jordan) Jordan Investment Bank Bank of Malawi (Malawi) Latvian Savings Bank (Latvia) Etc. 2. Debth Collection for Telia Sonera – Sergel (Latvia)
Slide 55: Projects in Financial Sector 2007 and 2008 1. Remote banking services delivery solutions for • • • • • • SEB (Sweden) First Data Latvia (Latvia) Latvijas Tirdzniecibas Banka (Latvia) Parekss Banka (Latvia) Hansabank Group (Baltics) Etc. 2. IT audit for Banka Baltikums 3. Risk Management • Rietumu Banka 4. ECM and BMP implementation for Baltikums
Slide 56: D8 activities geography 1. Baltics 2. Ukraine 3. Russia 4. Poland 5. UK 6. Jordan 7. Norway 8. Sweden 9. Malawi 10. Serbia 11. Croatia 12. Etc.
Slide 57: Thank you for attention! For further details please visit www.d8corporation.com