1. The magic ingredient for
successful automation
Ready to start?
Methodology series - Chapter #2
Delphine Coille - Evangelist &
Community Manager @Bonitasoft

2. BPM project lifecycle
Discovery - design
Implementation
DeployMonitoring
Optimization

3. Where to start from?
Discovery - design
Implementation
DeployMonitoring
Optimization

4. Outputs from Discovery phase
Project stakeholders (personas)
Goals
Expected values
Metrics
Process

5. Ready to begin implementation!
Discovery - design
Implementation
DeployMonitoring
Optimization

6. Let’s do it...
Discovery - design
Implementation
DeployMonitoring
Optimization
● Process design
● Data model, UI,
Connectivity development
● Integration
● Test
● Build

7. Importance of your implementation choices
● Different methodologies and implementation paths
● Bonita as an open and flexible solution
● Automating business processes means long term thinking

8. Business process
automation: hands on!

9. Waterfall or Agile?
Source: TechWyse

10. Agile, yes… and why?
Smallest deliverable and usable value including all product layers1
- Regular delivery
- Users visibility
- Build progressively without
removing features
- Easy automation

11. Agile, yes… but how?
Smallest deliverable and usable value including all product layers1
- Data model
- Organization
- Processes
- Connectivity
- User Interface
- Platform
- Security

12. Build the future…without breaking the past
- Data model
- Organization
- Processes
- Connectivity
- User Interface
- Platform
- Security

13. Build the future…without breaking the past
- Data model
- Organization
- Processes
- Connectivity
- User Interface
- Platform
- Security
● External database?
● Business Data Model?
● Business variables?
● Before anything else
● Start defining what it
already known
● Enrich along the way
BDM

14. Build the future…without breaking the past
- Data model
- Organization
- Processes
- Connectivity
- User Interface
- Platform
- Security

15. Build the future…without breaking the past
- Data model
- Organization
- Processes
- Connectivity
- User Interface
- Platform
- Security
● LDAP vs Bonita
● Roles
● Actors and actor filters

16. Build the future…without breaking the past
- Data model
- Organization
- Processes
- Connectivity
- User Interface
- Platform
- Security

17. Build the future…without breaking the past
- Data model
- Organization
- Processes
- Connectivity
- User Interface
- Platform
- Security
● Happy path
● Step by step
● Collaborative design with users
● Processes or sub-processes?

18. Build the future…without breaking the past
- Data model
- Organization
- Processes
- Connectivity
- User Interface
- Platform
- Security

19. Build the future…without breaking the past
- Data model
- Organization
- Processes
- Connectivity
- User Interface
- Platform
- Security
● Connectors
● API Engine/REST
● REST API Extensions

20. Build the future…without breaking the past
- Data model
- Organization
- Processes
- Connectivity
- User Interface
- Platform
- Security

21. Build the future…without breaking the past
- Data model
- Organization
- Processes
- Connectivity
- User Interface
- Platform
- Security
● Internal or external to Bonita?
● Integrated forms management
● Where is your process logic?

22. Build the future…without breaking the past
- Data model
- Organization
- Processes
- Connectivity
- User Interface
- Platform
- Security

23. Build the future … without breaking the past
- Data model
- Organization
- Processes
- Connectivity
- User Interface
- Platform
- Security
● Progressive installations
● Automate (Continuous Delivery)
● Best version in production
● Deployment of multiple artifacts

24. Build the future … without breaking the past
- Data model
- Organization
- Processes
- Connectivity
- User Interface
- Platform
- Security

25. Build the future…without breaking the past
● SSO: Bonita supports SAML,
Kerberos, CAS
● Web app
- Data model
- Organization
- Processes
- Connectivity
- User Interface
- Platform
- Security

26. Is there really a magic
ingredient
for a successful business process
automation project?

27. Best practices
Organisation: think about roles in general and
don’t focus immediately on your first process
Iterate often in development… and once a year
max in production
Build your process step by step, and show it to
your users
Think about the data model early but build it
progressively

28. Visit us online
bonitasoft.com
Join our community
community.bonitasoft.com
Download
bonitasoft.com/downloads
Follow us on twitter
@bonitasoft
Thank you for attending!