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NAVA BPM : Do better BPM with SharePoint © 
Genève, le 24 septembre 2014 
Jihed TOUZI, BPM Consultant, JPL Informatique SA Louis CARMINATI, Project Manager, Services Industriels de Genéve
Rich capabilities across main industries & business functions 
Consulting 
SW Qualification 
Software Engineering 
Nearshore Service Center 
SW Industrialisation 
Collaborative Solutions 
Portals (SharePoint) 
Business Process Management 
Productivity solutions 
HR Productivity 
Flow Management 
Document Management 
Financial Services 
Manufacturing 
Assets & Values 
Unique positioning in the IT market 
Agile tools and processes 
Combining rich experience and large capabilities across main Industries and business functions 
Team player, business oriented and Values of Excellence 
Energy & Utilities 
Consumer Business 
Telecom / Medias 
Public sector 
Travel & Transportation 
Competencies 
Business Lines
Agenda 
1.SharePoint and BPM 
2.Nava BPM for SharePoint 
3.The Services Industriels de Genève project 
4.Demonstration
SharePoint and BPM
Challenge : BPM 4 SharePoint 
Challenge: “Our enterprise aims to create advanced processes involving SharePoint. Our users need easy access to these processes through SharePoint, and management need visibility on their progress & performance. And, we need integration with CRM, ERP and more…” 
X
Is SharePoint a BPMS (Business Process Management Suite) ? 
QUESTION :
BPMS Architecture 
Modeling and 
Execution of 
business 
processes 
Monitoring 
Interaction (Portal) 
datbases Web-services 
Business Rules Management 
Active directory 
(LDAP, etc.) 
ERP, applications 
Connectors 
No. 7
Limits of SharePoint platform to manage processes 
SharePoint manage simple workflow like approval or validation processes and is not a Business Process Management Suite (BPMS): 
 Enterprise processes are cross-domain, complicated and asynchronous. 
Integrate and leverage existing heterogeneous systems 
Management of Business Rules and Business Activity Monitoring features (KPI definition, etc.) 
Standard formalism to modelize processes (BPMN) 
High scalability : number of instances 1000 per minute. 
Errors handling and compensation management.
Nava BPM for SharePoint
Best of Breed approach : Intalio and SharePoint 
Modeling and 
Execution of 
business 
processes 
Monitoring 
Interaction (Portal) 
datbases Web-services 
Business Rules Management 
Active directory 
(LDAP, etc.) 
ERP, applications 
Connectors 
No. 10
Intalio © All Rights Reserved 
Faster and Easier Process Modeling 
Powerful graphical designer 
Drag-and-drop forms builder 
Automated form generation, with advanced data management 
Central process repository 
Collaboration support 
Process diagram validation 
Process versioning 
User profiles 
Process Execution at the Speed of Business 
Embedded Business Rules Engine (BRE) 
Graphical decision table designer 
Ability to call external rule engines 
Monitor Processes – and Business – On Demand 
Business Activity Monitoring (BAM) 
Real-time information 
KPIs – monitoring and management 
Automatic capture of events and metrics at runtime 
Extraction of BAM data into BI Tools 
Access Tasks and Processes, Anytime, Anywhere 
Human task management 
Task delegation 
Mobile BPM 
Vacation management 
Multi-lingual interfaces and forms 
Real-time alerts 
Comprehensive Integration and Administration 
REST API and web service support 
Drag and drop integration design 
Enterprise-Class Execution 
One-click deployment - designer to server 
Enterprise scalable; with clustering & High Availability support 
Event processing 
Complex process orchestration 
Synchronous/asynchronous execution 
Transaction safe architecture 
11 
Intalio|bpms delivers a rich experience for users
Modelize processes with BPMN 
BPMN (Business Process Model and Notation) is a standard used by business and IT people.
Know exactly what happen in your process
Pilot your processes in SharePoint 
Different patterns are implemented in SharePoint webparts to manage processes : 
Launch new instances. 
Delegate tasks to users 
Claim/revoke tasks. 
Get notifications 
Complete tasks. 
User tasklist SSO management and ADFS integration
Forms generation
BAM: Business Activity Monitoring 
Build reports easily based on processes data stored in a dedicated database.
Customer case : 
The Services Industriels de Genève project
Services Industriels de Genève 
SIG is a Swiss supplier of local energy services. The Company serves 250,000 clients in the canton of Geneva, providing water, gas, electricity and thermal energy. SIG manages wastewater, waste recycling and also offers energy and telecommunications services. All SIG activities seek to promote smarter energy consumption, within a framework of on-going sustainable development. 
www.sig-ge.ch
DECLIC project 
The DECLIC project aims to optimize the customer relationship through multi- channel processes implmentation. 
Optimize communication on internet between SIG and its customers with Customer- oriented processes : 
Move Out (Déménagement) 
Move In (Emménagement)
DECLIC - Business challenges 
Full internet interactions during all the process 
Customers are constantly notified about the progress of their requests with emails/SMS sent. 
Reduce the number of requests manual handling by SIG employee (Clients Service). 
Manage a big number of requests (1300 requests per month).
Manage interactions between heteregenous systems : SAP; Oracle, CRM systems and SharePoint (SOA architecture). 
Authentified and unauthentified customers deal with the system 
Front and back solutions must be based on SharePoint and interoperate completly with the BPMS engine. 
Manage integration with ADFS (ActiveDirectory Federation Services). 
DECLIC - Technical challenges
FRONT 
Declic 
BACK Declic 
DECLIC Technical architecture
DECLIC process- overview 
23 
Traitement manuel 
Client 
OK/NOK 
Confirmation 
Interactions diverses
Demonstration 
MoveIn/MoveOut process
SMS sent
Conclusions
To conclude 
Separation of concerns between : 
•Intalio : Process Lifecycle management 
•SharePoint : Portal issues : forms, documents, autentification 
Better Business/IT alignment 
Easy maintenance and evolution 
Hish scalability of the solution 
Rapid Go to market
Jihed TOUZI JPL Informatique SA Jihed.touzi@jpl.ch 078 648 68 77 
Merci

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7.swiss_sharepoint_club_gestion_demenagements_sig_jihed_touzi_jpl_et_louis_carminati_sig

  • 1. NAVA BPM : Do better BPM with SharePoint © Genève, le 24 septembre 2014 Jihed TOUZI, BPM Consultant, JPL Informatique SA Louis CARMINATI, Project Manager, Services Industriels de Genéve
  • 2. Rich capabilities across main industries & business functions Consulting SW Qualification Software Engineering Nearshore Service Center SW Industrialisation Collaborative Solutions Portals (SharePoint) Business Process Management Productivity solutions HR Productivity Flow Management Document Management Financial Services Manufacturing Assets & Values Unique positioning in the IT market Agile tools and processes Combining rich experience and large capabilities across main Industries and business functions Team player, business oriented and Values of Excellence Energy & Utilities Consumer Business Telecom / Medias Public sector Travel & Transportation Competencies Business Lines
  • 3. Agenda 1.SharePoint and BPM 2.Nava BPM for SharePoint 3.The Services Industriels de Genève project 4.Demonstration
  • 5. Challenge : BPM 4 SharePoint Challenge: “Our enterprise aims to create advanced processes involving SharePoint. Our users need easy access to these processes through SharePoint, and management need visibility on their progress & performance. And, we need integration with CRM, ERP and more…” X
  • 6. Is SharePoint a BPMS (Business Process Management Suite) ? QUESTION :
  • 7. BPMS Architecture Modeling and Execution of business processes Monitoring Interaction (Portal) datbases Web-services Business Rules Management Active directory (LDAP, etc.) ERP, applications Connectors No. 7
  • 8. Limits of SharePoint platform to manage processes SharePoint manage simple workflow like approval or validation processes and is not a Business Process Management Suite (BPMS):  Enterprise processes are cross-domain, complicated and asynchronous. Integrate and leverage existing heterogeneous systems Management of Business Rules and Business Activity Monitoring features (KPI definition, etc.) Standard formalism to modelize processes (BPMN) High scalability : number of instances 1000 per minute. Errors handling and compensation management.
  • 9. Nava BPM for SharePoint
  • 10. Best of Breed approach : Intalio and SharePoint Modeling and Execution of business processes Monitoring Interaction (Portal) datbases Web-services Business Rules Management Active directory (LDAP, etc.) ERP, applications Connectors No. 10
  • 11. Intalio © All Rights Reserved Faster and Easier Process Modeling Powerful graphical designer Drag-and-drop forms builder Automated form generation, with advanced data management Central process repository Collaboration support Process diagram validation Process versioning User profiles Process Execution at the Speed of Business Embedded Business Rules Engine (BRE) Graphical decision table designer Ability to call external rule engines Monitor Processes – and Business – On Demand Business Activity Monitoring (BAM) Real-time information KPIs – monitoring and management Automatic capture of events and metrics at runtime Extraction of BAM data into BI Tools Access Tasks and Processes, Anytime, Anywhere Human task management Task delegation Mobile BPM Vacation management Multi-lingual interfaces and forms Real-time alerts Comprehensive Integration and Administration REST API and web service support Drag and drop integration design Enterprise-Class Execution One-click deployment - designer to server Enterprise scalable; with clustering & High Availability support Event processing Complex process orchestration Synchronous/asynchronous execution Transaction safe architecture 11 Intalio|bpms delivers a rich experience for users
  • 12. Modelize processes with BPMN BPMN (Business Process Model and Notation) is a standard used by business and IT people.
  • 13. Know exactly what happen in your process
  • 14. Pilot your processes in SharePoint Different patterns are implemented in SharePoint webparts to manage processes : Launch new instances. Delegate tasks to users Claim/revoke tasks. Get notifications Complete tasks. User tasklist SSO management and ADFS integration
  • 16. BAM: Business Activity Monitoring Build reports easily based on processes data stored in a dedicated database.
  • 17. Customer case : The Services Industriels de Genève project
  • 18. Services Industriels de Genève SIG is a Swiss supplier of local energy services. The Company serves 250,000 clients in the canton of Geneva, providing water, gas, electricity and thermal energy. SIG manages wastewater, waste recycling and also offers energy and telecommunications services. All SIG activities seek to promote smarter energy consumption, within a framework of on-going sustainable development. www.sig-ge.ch
  • 19. DECLIC project The DECLIC project aims to optimize the customer relationship through multi- channel processes implmentation. Optimize communication on internet between SIG and its customers with Customer- oriented processes : Move Out (Déménagement) Move In (Emménagement)
  • 20. DECLIC - Business challenges Full internet interactions during all the process Customers are constantly notified about the progress of their requests with emails/SMS sent. Reduce the number of requests manual handling by SIG employee (Clients Service). Manage a big number of requests (1300 requests per month).
  • 21. Manage interactions between heteregenous systems : SAP; Oracle, CRM systems and SharePoint (SOA architecture). Authentified and unauthentified customers deal with the system Front and back solutions must be based on SharePoint and interoperate completly with the BPMS engine. Manage integration with ADFS (ActiveDirectory Federation Services). DECLIC - Technical challenges
  • 22. FRONT Declic BACK Declic DECLIC Technical architecture
  • 23. DECLIC process- overview 23 Traitement manuel Client OK/NOK Confirmation Interactions diverses
  • 27. To conclude Separation of concerns between : •Intalio : Process Lifecycle management •SharePoint : Portal issues : forms, documents, autentification Better Business/IT alignment Easy maintenance and evolution Hish scalability of the solution Rapid Go to market
  • 28. Jihed TOUZI JPL Informatique SA Jihed.touzi@jpl.ch 078 648 68 77 Merci