Analysis: Comprehensive analysis is done to discover and identify processes that can be created or optimized to meet business requirements or improve performance. Specifications for a design solution can be derived from this analysis.
Design: The design of a process involves workflows that include human-to-human, system-to-system, or human-to-system interactions. The design should aim to reduce errors and maintain relevant standard operating procedures or service level agreements.
Modeling: Once the process design is ready, it can be modeled using varying input values to observe its behavior. If undesirable behavior is observed, design changes can be made iteratively. Software tools are available to effectively model and evaluate processes.
Execution: A process model can be executed using a business rules engine to govern process execution.
Monitoring: During execution, processes can be monitored to collect reporting data for performance, errors, and compliance. Monitoring allows businesses to evaluate executed BPM solutions against corresponding design models and against relevant KPIs. Data collected by real-time or ad-hoc monitoring can also be used by predictive analytics software to anticipate future problems.
Optimization: Data from the modeling and monitoring phases can be used to identify areas of the solution that can be improved to derive higher efficiency and better value.
Software to help in the implementation of BPM is widely available today. Many solutions focus on a single aspect of business process management such as integration. Unlike single-solution providers, Pegasystems’ Better Business Softwareoffers end-to-end BPM solutions for any digital enterprise. Pega’s solutions simplify and automate business processes by providing the following features.
Intuitive design tools to capture business objectives.
Automatic generation of application code—no need for programming
Industry-specific solution frameworks such as those for banking BPM to accelerate ROI.
Standards-based user interfaces.
Integration with other business platforms such as CRM software and collections systems.
Recognize Appian features and install a client
Create and use process maps with activities, flow lines, and resources
Apply templates and style sheets
Organize tasks and sub tasks using Nimbus drill-downs and process variants
Register and attach reference documents and links
Ensure compliance using custom metrics, statement links, and scorecards
Manage the review, acceptance, and acknowledgment processes .
Introduction to Appian
Hands-on end-user exercise
Appian community site (Forum)
Overview of designer interface (including rules, groups, and applications)
Plan a process model
Create a high-level process diagram
Create group hierarchy and add members
Create constants and expression rules
Create and add objects to an application
Configure process model properties
Add process variables
Edit a start form
Debug a process
Apply process model security
Configure a user input task node
Describe how data flows from node to node
Monitor an inflight process
Review process instance security
Discuss and configure gateways
Configure a sub process node
Post to news feed
Configure a related action (quick task)
Configure additional task settings (exceptions, escalations, deadline)
Appian Data Terminology
Introduction to Complex Data Types (CDT)
Java Persistence API (JPA) Annotations
Create a Data Store
Configure Write to Data Store Entity
Create and use a variety of Query Rules
Use a Paging Grid on a Form to display query results
Create a process-backed record type
Configure a record list view
Build a process-backed record summary view
Use the Reports Builder to create reports
Export and import an application