This document discusses designing a BPM program strategy using Alfresco Process Services. It recommends following international standards and best practices. The strategy should include guidelines tailored for the domain, requirements templates, current and future state models, and a suggested 6-phase approach: 1) management participation, 2) assessment, 3) technology identification, 4) solution development, 5) solution rollout, and 6) training, evolution and maintenance. Each phase is described in 1-2 sentences. The document also provides examples of process, form and data modeling best practices in Alfresco Process Services.
3. Learn. Connect. Collaborate.
Piergiorgio
Lucidi
Chief Technology Evangelist / EIM Specialist @ TAI Solutions
Alfresco Certified Instructor / Engineer / Administrator
Alfresco Forum Moderator / Community Star (OpenPJ)
Member @ The Apache Software Foundation
Member of Technical Advisory Group @ Microsoft
Reviewer of toolkits and white papers @ AIIM
Author and Technical Reviewer @ Packt Publishing
Project Leader / Committer @ JBoss Community
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International Standards and Best Practices
• Guidelines written by experts around the world
• Focused to approach in the right way any kind of project
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International Standards and Best Practices
Don’t reinvent the
wheel
Trust in statistics
Avoid PoC without
a vision
People around the
world has huge
experience on
critical projects
Issues are always
the same
Coding without
context hurts
Code is easy,
people are hard
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ECM Standards Program Committees
• Trustworthy Document Management Integrity and Assessment
Technologies and Practices (Working Group 2)
• Content/Records Management Design/Implementation Guidelines
(Working Group 11)
• ECM Reviewers Group - Toolkits / White papers
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BPM Program Strategy - Avoiding chaos
Project Vision
Stakeholder
Views
Technology
adoption
Training
Design and decide
together with the client
which critical functional
area must be covered in
the first release
Talk and work together
with all the involved
stakeholders
Identify Champions
Integrations /
constraints exist for the
new infrastructure
Any customer should
have internal skills to
understand the value of
the new platform
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BPM Program Strategy
• Set of documents describing the overall Vision
• Based on International Standards and Best Practices
• Smart gathering requirements approach
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BPM Program
Strategy
Contents
• Guidelines tailored for the domain of interest
• Company requirements template
• Stakeholders requirements template
• Current and Future state
• UX
• Migration
• Integrations
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BPM Program Strategy
Suggested phases
1. Management participation
2. Assessment
3. Technology identification
4. Solution development
5. Solution rollout
6. Training / Evolution / Maintenance
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Phase 1 - Management participation
• Business Strategy
• Metrics and KPIs
• Current state
• Organizational Change Strategy
• Technology Strategy -> Open? :D
• Identify Champions
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Process modeling - Best Practices
4 eyes principle Recovery loop Escalation Significant tasks
At least two users have
to validate a task
Informations should be
changed before going
forward
If nothing happens for a
while, a new branch will
be taken
Any defined task should
be significant for the
business and
decoration should be
done using listeners
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Phase 5 - Solution rollout / Documentation
• Test
• Unit test
• Integration tests
• Change management procedures
• Technical training
• User training
43. Learn. Connect. Collaborate.
Phase 6 - Training / Evolution / Maintenance
• Training
• System administration
• Development
• Upgrade Strategy
• External support
• New features plan