Integration-centric implementation of BPM in Financial Services

Choose the methods and tools carefully Determine the value and then choose the tools Organizational willingness determines your pace The reality of integration BizTalk handles the bytes with ease It’s the other bits that slow up the process The processing picture is finally complete….. or is it? Agenda

People Ready Business is our avenue to success Stay focused on our reality

BizTalk Server vs Workflow Foundation BizTalk Server provides workflow across existing applications and between trading partners Windows Workflow Foundation is a framework for adding workflow inside a custom application One team - two products?

Static, disparate applications and platforms Standards-based, flexible business applications Adaptive platform driving core applications and business processes Fully service- oriented, dynamic application platform CostEfficiencyBusiness Enabler Strategic Is your organization ready & willing?

Communication & Collaboration Enterprise Content Management & Integration Business Intelligence Phone, paper, fax, to and from customers. Paper filing systems, offsite storage, s remain isolated, manual processes. Reports are silo based. Exceptions managed via reports. Centralised digital filing & communications management. Digital process management. SLA managed work. Communicate based on customer choice. Secure , internal collaboration. Secure & managed collaboration across departments. Unified communications. Processes & documents integrated to transactions. SLA & resources managed. Mundane work is automated. Alerts, scorecards, dashboards integrated to all relevant data sources. Reports integrate multiple data sources, historical trends easily tracked. Seamless communication & collaboration across the firewall. Secure and compliant. Federated processes & documents across all parties. Simulation & prediction of federated resource requirements. Rules based automation. Closed Loop Analysis alters rules which in turn alter processing resources. Reality check per process

AHM Business Innovation

Business Process Segmentation System to System - Automated System to Human - Transactional Human to System – Case Based Human to Human - Collaborative

Office Business Applications Office SharePoint Server WordExcelOutlookInfoPath Creat e Lead Creat e Lead Qualified? Retire Lead Retire Lead Creat e Oppt’ y Creat e Oppt’ y Creat e Quote Creat e Quote Closed? Comple te Sale Comple te Sale Create Invoice CRM ERP SOA and Business Processes Microsoft BizTalk Server 2006 R2 Identity & Access Control Identity & Access Control.NET Framework 3.0 Web Services Human to System BPMS

System to Human / System System to System - Automated System to Human - Transactional Human to System - Administrative Human to Human - Collaborative

Office Business Applications Office SharePoint Server WordExcelOutlookInfoPath Creat e Lead Creat e Lead Qualified? Retire Lead Retire Lead Creat e Oppt’ y Creat e Oppt’ y Creat e Quote Creat e Quote Closed? Comple te Sale Comple te Sale Create Invoice CRM ERP SOA and Business Processes Microsoft BizTalk Server 2006 R2 Identity & Access Control Identity & Access Control.NET Framework 3.0 Web Services System to System to Human BPMS Custom Developed

The human face of automation

The processing picture is finally complete….. or is it?

Market growth drives innovation Forrester: BPM Market Growth Worldwide, 2005 To 2009

The case for BizTalk Technology WCF OpenXML Windows Workflow Market Remote Workers Managed Outsourcing Software & Service Community Application frameworks Rules engines Government certifications

Questions & Answers