Created Date Thursday, 27 March 2014

Embedded Analytics for the ISV: Supercharging Applications with BI

In the recent past, business intelligence (BI) and analytical capabilities were generally a “nice-to-have” for software companies planning out their product roadmaps and mapping capabilities to their users’ needs. With the rapid advancement of technology in the business world today, most users have grown accustomed to larger volumes of data and have seen greater exposure to more sophisticated data rendering and visualization — the very capabilities that BI solutions offer. As a result of this user evolution and the emergence of analytics as a newfound “must have,” today’s independent software vendor (ISV) is faced with a more complex choice beyond the binary question of: do we embed analytics or not? The questions have now become: do we build it or buy it? Which capabilities should we add? And what’s in it for me when it comes to embedded analytics?

This Analyst Insight takes a focused look at ISVs (see sidebar) and their usage of embedded analytics. The research demonstrates how effective use of embedded analytics within leading ISVs has the potential to drive measurable benefits in critical metrics like renewal rate and customer value.

Created Date Friday, 14 March 2014

State of the Art in Case Management

Today, nearly 40% of the workforce can be classified as knowledge workers and that number is growing. The most important processes in many organizations involve knowledge work. This kind of work can be called unpredictable, because it is not possible to predict in advance the exact course of action that will be taken to reach the required outcomes. Knowledge workers have an inordinate impact on the success and future of their organizations - they enable the organization to sense and respond to the unpredictable with greater efficiency and effectiveness. Read this white paper to:

  • Understand the value of knowledge work
  • Survey the state of the art in Case Management
  • Discover the difference between Production Case Management and Adaptive Case Management
  • Learn the tips and best practices for leveraging Case Management

About the Author
Keith Swenson is Vice President of Research and Development at Fujitsu North America Inc. He is known for having been a pioneer in collaboration software and web services, and has helped the development of many workflow and BPM standards. He is currently the Chairman of the Workflow Management Coalition. In the past, he led development of collaboration software MS2, Netscape, Ashton Tate and Fujitsu. In 2004 he was awarded the Marvin L. Manheim Award for outstanding contributions in the field of workflow. His recent book "Mastering the Unpredictable" has introduced and defined the field of adaptive case management.

He blogs at http://social-biz.org/

Created Date Thursday, 13 March 2014

Analyst Whitepaper: Unleashing the Power of PaaS to Harness the Cloud

Platform-as-a-Service (PaaS) should be seen as a platform for innovation, agility, flexibility and leverage, rather than merely for application development. In this whitepaper, you will learn how PaaS can make a difference in your organization and how to best leverage its capabilities. Saugatuck Technology Distinguished Analyst Mike West discusses how PaaS forms the foundation for today's new loosely-coupled business services. Topics include:

  • Harnessing the Cloud with PaaS

  • What is and is not PaaS

  • PaaS and the future of Clouds

  • Proven best practices for deploying PaaS solution

Created Date Thursday, 13 March 2014

Brochure: Executive Guide to Agile BPM

In this era of information-driven enterprises, BPM must drive operational efficiencies, create unique business opportunities, and provide real-time insight into your business performance. In order to achieve this, you need a next-generation Agile BPM solution that delivers continuous process optimization, collaboration and cloud-extended communities.

Is your BPM solution agile enough? How do you identify and evaluate Agile BPM solutions on market? In this short guide, you will find a list of questions to check off when assessing Agile BPM solutions to ensure you’ll have the capabilities you need to respond to your changing business dynamics.

Created Date Sunday, 24 November 2013

How Do Your BPM Metrics Measure Up?

altNew From Peter Fingar:

In this day and age, accurate and most importantly relevant business process metrics are becoming increasingly critical to enterprises seeking to make smarter, more agile business decisions. By the end of 2013, most enterprises will embrace end-to-end performance metrics to being more competitive and to be in control. BPM success and an organization’s overall competitiveness therefore, hinges on the company’s ability to accurately measure the right progress. But how do you measure success in an age where customers are no longer King; they are Dictators?

Read the latest white paper by Peter Fingar to gain insights on best practices in measuring the BPM metrics.

Created Date Saturday, 23 November 2013

Kofax TotalAgility 7.0 eBook - Making the First Mile of Business Smarter

This Kofax TotalAgility 7.0 eBook is an insightful resource outlining the importance of making the first mile of business smarter, Kofax TotalAgility 7.0 components, smart mobile applications and smart process applications in the industry. In addition, it is packed with case studies, datasheets, whitepapers and much more.

Created Date Monday, 11 November 2013

Forrester Technology Adoption Profile - Enterprises Shift To Smart Process Apps To Engage Customers

This study was commissioned by Kofax and conducted by Forrester Consulting, May 2013.

Historically, companies have invested in systems that make the business more efficient - systems like customer relationship management (CRM) and enterprise resource planning (ERP) that are primarily for internal purposes. These have worked well for well-defined, highly structured processes where volume, scale, and straight-through processing dominate system design. This study found that IT professionals feel that these apps are poorly integrated, difficult to change, and inadequate to handle emerging mobility, analytic, and information access management needs.

These gaps result in people-intensive and highly variable processes that must be maintained in order to support business activity. In order to address these areas, organizations are looking to bridge the gap between systems that engage customers, using the latest mobile, social, and analytics technology and systems of record, which are often packaged apps like ERP, CRM, or proprietary legacy systems. Within the next five years, a new generation of "smart process apps" will augment - and, in some cases, replace - the heavy packaged apps designed from the inside out that drive customer interaction today.

Created Date Monday, 11 November 2013

TotalAgility™ Accounts Payable Automation: Smart Process Applications - eBook

AP processing starts with the invoice and over 70% of invoices, on average, still arrive in paper form, many are manually handled, with data being rekeyed, sometimes multiple times, into internal systems.

Download this information packed eBook and learn how to make the first mile of Accounts Payable Automation smarter. This eBook illustrates the challenges facing Accounts Payable, the #1 strategy to overcome these and outlines the components of the TotalAgility Accounts Payable Automation Solution. In addition you can access a range of literature including whitepapers, case studies, datasheets and much more. To learn more access this eBook

Created Date Monday, 11 November 2013

AP Automation for Microsoft Dynamics AX

Practical Advice on Why to Do It and How to Get It Right. This white paper is written for finance professionals who are considering investment in accounts payable (AP) automation software for Microsoft Dynamics® AX. It will discuss best practices, provide an overview of AX AP functionality, discuss software that can extend AX to deliver the desired best practices and provide an overview of the Kofax TotalAgility™ Accounts Payable Automation solution for AX. To learn more access this white paper.

Created Date Monday, 11 November 2013

Making the First Mile of Business Smarter - eBook

We’ve entered the Age of the Customer. Today’s customer is more empowered than ever before. They want what they want. And they expect it now, easy, and designed for them. Engaging your customers in the way they prefer – whether in store, at home or work, or via their mobile device requires you to be responsive and agile. The barriers to switching are eliminated in this competitive global economy, if you don’t provide an exceptional customer experience from the first critical interactions, they’ll abandon you, with just the swipe of a finger.

This is what businesses refer to as the First Mile™ challenge. Getting customer interactions right from the start drives success, increased revenue and profitability. To learn more access this eBook.

Created Date Sunday, 18 August 2013

Insiders Guide to BPM eBook Step 6 – Design, Manage, Deliver the Customer Experience

Terry SchurterTerry Schurter

It is very easy to fall into the trap of thinking only about our business processes from our own perspective – the perspective of the business. Yet the reason these processes exist is to help us do all of the work needed to run our businesses and deliver value to our customers. Whether we care about the customer experience because it has a critical impact on our business success or because we have a “customer oriented mindset” doesn’t matter. It still comes down to the fact that the customer experience we deliver will directly affect both our customers and our business.

Taking the time to look at customer-facing processes from the perspective of the customer is of paramount importance because we (the business) shape that experience in the design of our business processes. If we expect to deliver a compelling customer experience, then we need to understand what that experience is now (from the customer’s perspective), and how process improvements will affect that.

As a simple rule, if process improvements that directly affect the customer experience do not improve that experience then it’s time to call them into question. Process improvements should always improve the customer experience because they should be reducing complexity, work, hand-offs, elapsed time, human error, etc.

The question should never be if we have improved the customer experience, the question should be: have we improved it enough?

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About Terry Shurter

Terry Schurter is a globally recognized leader in Customer Expectation Management and Business Process Management. He is the author of The Insiders Guide to BPM and Customer Expectation Management, and contributing author for Technologies for Government Transformation, and In Search of BPM Excellence. He is the recipient of the Global Thought Leadership award (BPM Group), a Top Ten BPM influencer (The Influencer 50), and award winning Keynote Speaker (Gartner Summits, Process Excellence Summit, CXO Exchange, Process Excellence, FST Summit, BP Innovation Conference). Terry is also the Content Master for online training producer Acuity Studio.

Created Date Sunday, 18 August 2013

Insiders Guide to BPM eBook Step 6 – Create Transparency

Terry SchurterTerry Schurter

Process metrics are including in the vast majority of approaches and tools used to support business processes. Those metrics are usually presented as dashboards and reports. More often than not the presentation of process metrics centers on providing a laundry list of dashboard elements and reports that users chose from to find what the need to know. This places the burden on the user – requiring them to find what dashboard elements or reports meet their needs. In this approach, process transparency is limited to the decisions and interpretations of the user. It is not part of the process design.

To create true process transparency is a much different challenge. Process transparency is driven by all of the people in the process having a personalized view into a common set of process metrics. The personalized view gives them what they need to know to be successful in their process role. Driving these views from a common set of process metrics promotes success teamwork against a common set of goals – the goals that were defined in step 1 of process mastery.

By including process transparency in the design of business processes the needs of each process participant can be captured and become part of the overall process delivery. Providing the right information at the right time in the right way to each person involved with a process – whether they are performing specific work, providing management oversight or executive leadership – is a critical step to unleashing the true power of business process management. Step 6 brings this important aspect of process mastery into the overall process approach.

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About Terry Shurter

Terry Schurter is a globally recognized leader in Customer Expectation Management and Business Process Management. He is the author of The Insiders Guide to BPM and Customer Expectation Management, and contributing author for Technologies for Government Transformation, and In Search of BPM Excellence. He is the recipient of the Global Thought Leadership award (BPM Group), a Top Ten BPM influencer (The Influencer 50), and award winning Keynote Speaker (Gartner Summits, Process Excellence Summit, CXO Exchange, Process Excellence, FST Summit, BP Innovation Conference). Terry is also the Content Master for online training producer Acuity Studio.

Created Date Wednesday, 07 August 2013

Insiders Guide to BPM eBook Step 4 – Orchestrate for Real Time Demand

Terry SchurterTerry Schurter

Once processes are deployed they often run into contextual issues. Contextual issues are the real-life scenarios that demand adaption in our processes. However, in many traditional approaches to process design and process management this factor is not considered – and processes cannot be adapted to contextual changes by Participants or Managers. The only options are to find a work-around or submit a feature request to have additional functionality added to the technical process design. That really only leaves us one option, finding a work-around, because when the work context changes it requires an immediate (real time) response from us.

This eBook on Process Mastery Step 4 will help you understand and document the most common real-time orchestration needs for each of your processes. With that information in hand, Builders can often weave support for real-time orchestration into your processes, making it far easier for Participants and Managers to adapt to contextual demands themselves. Empowering these people with the right orchestration capabilities in each process can make the difference between a process that effectively serves its intended purpose and one that yields frustration – and forces system workarounds – often at a time when work challenges are already extreme (orchestration often addresses an unplanned, high pressure scenario).

From the book The Insiders’ Guide to BPM: 7 Steps to Process Mastery this eBook series presents each of the 7 steps from the book as its own eBook along with a How To Guide and Templates to make each step actionable. The how to guide and template come directly from the accompanying Master Class that has already been proven to be one of the simplest and most successful ways to drive process improvement and produce exceptional results.

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About Terry Shurter

Terry Schurter is a globally recognized leader in Customer Expectation Management and Business Process Management. He is the author of The Insiders Guide to BPM and Customer Expectation Management, and contributing author for Technologies for Government Transformation, and In Search of BPM Excellence. He is the recipient of the Global Thought Leadership award (BPM Group), a Top Ten BPM influencer (The Influencer 50), and award winning Keynote Speaker (Gartner Summits, Process Excellence Summit, CXO Exchange, Process Excellence, FST Summit, BP Innovation Conference). Terry is also the Content Master for online training producer Acuity Studio.

Created Date Tuesday, 06 August 2013

Insiders Guide to BPM eBook Step 3 – Improving Personal Productivity

Terry SchurterTerry Schurter

Isn’t this one of the basic premises of Business Process Management? Yet user experience design doesn’t make it onto the majority of process project plans. That must change and it starts with initial process improvement planning. Building a perspective on the current user experience empowers the design activity to improve personal productivity and employee satisfaction. It helps ensure the process project is successful and it lowers barriers to change. It can even facilitate a fast, smooth transition – reducing much of the work and stress of change.

Understanding the process experience of the people who do the work will often provide new insights into how the process really works and what should be done to make it better. When we improve personal productivity, especially for knowledge workers, the changes we make are far more likely to be welcomed and appreciated than not. Step 3 of process mastery provides a simple and immediately actionable way to set the groundwork for taking ownership of personal productivity.

From the book The Insiders’ Guide to BPM: 7 Steps to Process Mastery this eBook series presents each of the 7 steps from the book as its own eBook along with a How To Guide and Templates to make each step actionable. The how to guide and template come directly from the accompanying Master Class that has already been proven to be one of the simplest and most successful ways to drive process improvement and produce exceptional results.

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About Terry Shurter

Terry Schurter is a globally recognized leader in Customer Expectation Management and Business Process Management. He is the author of The Insiders Guide to BPM and Customer Expectation Management, and contributing author for Technologies for Government Transformation, and In Search of BPM Excellence. He is the recipient of the Global Thought Leadership award (BPM Group), a Top Ten BPM influencer (The Influencer 50), and award winning Keynote Speaker (Gartner Summits, Process Excellence Summit, CXO Exchange, Process Excellence, FST Summit, BP Innovation Conference). Terry is also the Content Master for online training producer Acuity Studio.

Created Date Wednesday, 31 July 2013

Insiders Guide to BPM eBook Step 2 – Build an Elegant Design

Terry SchurterTerry Schurter

No matter what technology is used to support business processes the value that technology returns to the organization is deeply influenced by how it is used – by the elegance of the process designs it supports.

Crafting a process design that eliminates non-value added work and aligns the process to our desired outcome is often the difference between success and failure. This has been challenging for many organizations with few, if any, resources at their disposal to help. In this second step to process mastery that challenge is taken head-on with an approach that does not require specialist training or expert knowledge.

Instead, the power of process is placed directly in the hands of everyone that desires to take charge of their own process success. From novice to expert, Step 2 of the Insiders Guide to Process Mastery can be put to work immediately in helping you craft processes that will consistently return significant value to the organization, no matter the goals are that you are seeking to achieve.

From the book The Insiders’ Guide to BPM: 7 Steps to Process Mastery this eBook series presents each of the 7 steps from the book as its own eBook along with a How To Guide and Templates to make each step actionable. The how to guide and template come directly from the accompanying Master Class that has already been proven to be one of the simplest and most successful ways to drive process improvement and produce exceptional results.

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About Terry Shurter

Terry Schurter is a globally recognized leader in Customer Expectation Management and Business Process Management. He is the author of The Insiders Guide to BPM and Customer Expectation Management, and contributing author for Technologies for Government Transformation, and In Search of BPM Excellence. He is the recipient of the Global Thought Leadership award (BPM Group), a Top Ten BPM influencer (The Influencer 50), and award winning Keynote Speaker (Gartner Summits, Process Excellence Summit, CXO Exchange, Process Excellence, FST Summit, BP Innovation Conference). Terry is also the Content Master for online training producer Acuity Studio.

Created Date Wednesday, 31 July 2013

Insiders Guide to BPM eBook Step 1 – Understand and Embrace your Goal

Terry SchurterTerry Schurter

We are presented with many challenges in successfully operating our organizations. Sometimes those challenges are reflected in our financials (as commercial organizations) and other times they stem from the services we provide as governmental or non-profit agencies. The economic challenges we have been facing for some time now certainly increase our awareness of these challenges, forcing us to sharpen our perceptions and take actions that directly address these challenges—now.

Yet only by changing how we do work can we achieve productivity, efficiency and financial goals that lie outside of our grasp today. Reaching our goals rests squarely in the work we do and how we do it. It is our responsibility to change that for the better.

The most important observation I can share with you is that it is us, the people in our organizations, that either meet these challenges… or don’t. And we can meet these challenges. We can change how we do work. We can align and optimize our organizations to deliver against almost any challenge. We just have to do it.

But it’s also true that we often don’t know how to tackle this challenge. We struggle to get started, we struggle to drive our way to our goal, and we often find that we come up short of what we hoped to gain. These can be daunting challenges. That’s why we’ve with engaged Terry Schurter to bring this Practical Guide to you, to help you address the challenges he has outlined in his popular book on process mastery – The Insiders’ Guide to BPM: 7 Steps to Process Mastery. Now you not only have a vision of what you should do, you have the tools to help you getting started doing just that.

From the book The Insiders’ Guide to BPM: 7 Steps to Process Mastery this eBook series presents each of the 7 steps from the book as its own eBook along with a How To Guide and Templates to make each step actionable. The how to guide and template come directly from the accompanying Master Class that has already been proven to be one of the simplest and most successful ways to drive process improvement and produce exceptional results.

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About Terry Shurter

Terry Schurter is a globally recognized leader in Customer Expectation Management and Business Process Management. He is the author of The Insiders Guide to BPM and Customer Expectation Management, and contributing author for Technologies for Government Transformation, and In Search of BPM Excellence. He is the recipient of the Global Thought Leadership award (BPM Group), a Top Ten BPM influencer (The Influencer 50), and award winning Keynote Speaker (Gartner Summits, Process Excellence Summit, CXO Exchange, Process Excellence, FST Summit, BP Innovation Conference). Terry is also the Content Master for online training producer Acuity Studio.

Created Date Friday, 12 July 2013

JBoss Enterprise BRMS Value Proposition and Differentiation

All too often, organizations find that their IT systems are a hindrance rather than an asset. Why? In the rush to automate key operational functions within line-of-business (LoB) systems, organizations have embedded key policies and practices deeply within the applications, thus making them difficult to change. Over the last 15 years, an alternative approach has emerged: business rules management systems (BRMS). The BRMS approach argues for separation of key policies into a distinct, separately accessible, separately manageable system that can be defined and managed according to the needs of the organization. In theory, technology then becomes the accelerator of, rather than a barrier to, change.

Created Date Friday, 12 July 2013

Expanding active decision-making: The power of integrating business rules and events.

By easing the process of integrating business events into automated decision-making, JBoss Enterprise Business Rules Management System (BRMS) is helping organizations incorporate real-time awareness into their applications and implement the high levels of automation needed for today’s fast-paced business operations. With the many benefits of a budget-friendly open source software subscription, this powerful technology is more accessible than ever before. Using JBoss Enterprise BRMS, business analysts, developers, and system integrators can create and manage rules and events in a single product using a shared set of authoring tools. The result is a more agile, transparent, and competitive business. If in the past you have not found business rules technology sufficiently compelling for your company or projects, now is the time to take another look.

Created Date Friday, 12 July 2013

Why subscribe to enterprise open source software? Top ten reasons to use JBoss Enterprise Middleware.

Many IT decision makers want to move away from proprietary middleware solutions for a number of reasons, including inflexible upgrade policies, no influence on product roadmaps, and prohibitive costs. The enterprise open source model from Red Hat offers significant benefits for organizations that seek the advantages of open source software while also requiring the stability, manageability, and support traditionally found with proprietary software. By subscribing to JBoss Enterprise Middleware, organizations get the best of both worlds without the extra management headaches and business risks that come with using free open source components. Some of the most risk-averse IT organizations have recognized the benefits of Red Hat’s enterprise open source approach and have switched from proprietary solutions to JBoss Enterprise Middleware. Take a closer look and see how the open source approach can benefit your organization as well.

Created Date Friday, 12 July 2013

IDC: Workflow, Rules, and CEP Combine to Drive New Business Value

Over the past few years, organizations have broadened the role BPM software plays in process improvement. Five years ago, BPM projects centered on human-centric workflow designed and executed with process models. Since then, lines of business continue to demand software that is more adaptive to how they work, and vendors have responded with increasingly mature offerings.

Learn about Red Hat’s approach to BPM by reading this sponsored IDC white paper. Explore the evolution of BPM, how an organization's basic requirements are changing in the face of the broadening scope of BPM software, and how Red Hat competes in this space with JBoss Enterprise BRMS 5.3 and its recent acquisition of Polymita.