Phil Gilbert writes a book…I think

I’m staying at the conference hotel for the Gartner BPM summit, which means that I get the goody bags in my room with some extra vendor spiffs. In tonight’s bag: a rather weird “Top Secret” cardboard mini-briefcase from Global 360 containing a dogtag and some cryptic instructions about a secret identity; a “BPM” (Bottled water, Peanuts, and M&Ms) pack from Appian; and a few vendor glossies.

One of the vendor sheets is from Lombardi, plugging a new book by Phil Gilbert, but unfortunately the link to download the preview chapter takes my information but yields only a “page not found” error. This is the second thing that I’ve failed to get online with Lombardi; I’m starting to get paranoid!

Gartner Day 0: Marc Kerremans

I’m not sure that I get the purpose of these late afternoon registration-day sessions, before most of the conference attendees have even arrived — are they intended to be introductory tutorials for those new to the field? Or a venue for Gartner’s second-string BPM analysts to dip their toe in the water? I don’t have the impression that Kerremans is completely comfortable with his material, much of which I have seen at previous Gartner events.

The material is, after all, pretty standard stuff:

  1. What is a business process?
  2. How much BPM technology is enough?
  3. How will BPM technologies evolve over the next 5-10 years?

He gave a standard, yet succinct definition of a business process: a set of activities and tasks performed by resources (human and machine) using a variety of information (documents, images, expertise) interacting in various way (sequential/predictable and ad hoc) guided by policies and principles (goals, business rules, principles).

He discussed how many business processes are currently embedded in application silos, each of which may contain UI, middleware, rules and data, but that there is little integration across silos. One “solution” to this lack of integration that has been popular in the past is to replace all of the applications with a monolithic ERP system, but that creates larger problems in the long run when you inevitably have to integrate that system with other applications that do what it doesn’t do. A better solution is to tear down the walls between the silos and use BPM technologies (a blanket term that he used to refer to all integration technologies) to integrate the applications directly.

He showed a current Gartner hype cycle for a range of BPM technologies (the hype cycle is a Gartner technique for plotting visibility against maturity for various technologies: from the technology trigger, it rises swiftly to a peak of inflated expectations, drops into a trough of disillusionment, then rises gradually over a slope of enlightenment to a plateau of productivity). There’s an interesting distinction here between more mature technology classes that have BPM as a feature — human workflow automation, document and imaging management, integration brokers, portal servers, application servers, and rule engines — and those where BPM is the actual product: pure-play BPM tools and BPMS tools. Gartner shows pure-play BPM tools, those darlings of last year, about to plunge into the trough of disillusionment, while BPM suites are still climbing up the initial peak of inflated expectations.

In the next section, he takes on the question of how much BPM technology is enough, but never really answers the question. We saw a number of standard Gartner charts showing the functionality of BPM as Gartner defined it in the pure-play period as well as today’s suites trend, and some mapping of business needs to the value that is potentially added by BPMS.

The most important issue in the entire presentation (in my mind) is buried in here, however: do you “roll your own” by assembling best of breed from a variety of vendors, or do you buy a BPMS from a single vendor? Every organization already has some investment in parts of what I consider to be non-core BPM technology, such as content management or business rules management, and may have corporate standards in place for these things. Should they consider replacing some of that functionality with what’s available in the BPMS? Or allowing the BPMS to have some special dispensation to ignore the corporate standard? Although I tend to favour using widespread corporate standards if you have them in place, there are some valid reasons to consider an all-in-one BPMS — such as ease of troubleshooting and any resultant vendor finger-pointing — but ultimately, I think that it comes down to the same arguments as you would have against a monolithic ERP system. If your primary integration technology platform can’t integrate with what you already have, what good is it?

The last point was on how Gartner expects BPM technologies to evolve over the next 5-10 years, and I think that we’ll be hearing more about this over the next three days.

Since analysts (like Gartner) have expanded the definition of a BPM suite to contain practically everything but the kitchen sink, there’s now a problem of too many vendors all claiming to have BPM functionality (of course, you can always hire an analyst to help you sort it all out…), so some convergence and shakeout will certainly occur as players merge and acquire. The big platform players (Oracle, IBM, SAP, Fujitsu, Microsoft) are just starting to enter the market, which will place further pressure on the smaller players to join forces or be consumed by the bigger guys.

At last year’s Gartner BPM summit, I heard Daryl Plummer speak about ISE (integrated service environment) for the first time, and they’re still playing it up as a major part of a further convergence of tool categories between BPMS, ISE and IDE: overlapping product classes that haven’t previously considered to be competitors. I’m still not so sure about this argument; I see some pretty fundamental differences between ISE and BPMS.

On the BPM technology innovation side, Gartner is seeing things primarily around business agility: goal-driven and self-adjusting processes, and complex event processing. They see a future of business process platforms that will completely disrupt the packaged application (e.g., CRM) market, although I’m not seeing the potential for disruption so much as a gradual shift of functionality from packaged applications to BPMS platforms.

On to the evening reception, then an early night as I try to get adjusted to west coast time.

Gartner Day 0: Bill Rosser

I totally forgot that there were some late afternoon sessions today at the Gartner BPM summit until I showed up at registration around 3:30 expecting it to be deserted, and found a lineup of people trying to get registered before the 4pm session started.

This first session of the conference — missed by most attendees, who haven’t even arrived yet due to extremely inclement weather conditions across half the continent — was entitled “BPM: The Discipline”, presented by Bill Rosser of Gartner.

Rosser’s focus is on strategy, planning and modeling, and he recently shifted to BPM from enterprise architecture and other areas. In fact, last year when I saw him speak at the BPM summit, he was talking about EA, and I wasn’t all that impressed with his presentation then because it failed to make an adequate link between EA and BPM.

Rosser defines “discipline” on a number of levels, from “a field of study, knowledge and expertise” to “a system of rules of conduct or methods of practice” to “a method to ensure adherence to the rules”, then spends most of his presentation on the question of whether BPM is a discipline. First of all, to be blunt, who cares? Secondly, from a purely logical perspective, I don’t think that he proves his argument of whether BPM is or is not a discipline.

Although he had some nice slides on why to pursue BPM — performance improvement, greater agility [sic] to change, and stimulus for innovation — plus some on top-down versus bottom-up implementations, there was really nothing here specific to BPM. I had the sense that this was material recycled from other presentations about other topics, since it was really just a general discussion about discipline and implementing strategy: you could replace the words “business process” with “enterprise architecture”, for example, and hardly have to tweak the presentation at all. In fact, one chart was based on an HBS paper on enterprise architecture strategy, making me think that Rosser had just carried these over from his work in EA. Although some of these ideas here are as valid for BPM as they are for any other business/IT strategy area, I would have expected something that is much more specific to BPM.

Sporadic email problems

If you’ve emailed me this week at my kemsleydesign.com address and the email has bounced, it’s because I’m in the process of changing hosting providers and Yahoo (the relinquishing provider) is doing everything in its power to screw things up for me — like not transferring my domain to a new registrar upon request. I’ve updated my MX records to point to my new hosting provider (GoDaddy) while I’m waiting for the domain transfer to happen, and sometimes things get confused.

Email to me at the column2.com address shown on my blog profile page seems to be working fine, even though it redirects to the same kemsleydesign.com address, since the email for that domain name is routed through GoDaddy and it seems to know about other MX records hosted by GoDaddy.

With any luck, this will all be sorted out by the weekend.

The Incredible BPMN

Last year, I developed a course on process standards for FileNet (now IBM) that they use to train their sales teams and partners. It included a bit on BPMN, among other standards, because FileNet will soon be launching an ability to model in BPMN through an integration with Visio.

Frighteningly, their recent press release says “New features support BPM standards for business process modeling (BPMN) and execution (XPDL) and BPM integration as part of an overall Service Oriented Architecture (SOA) strategy” — do they think that the X in XPDL stands for eXecution?

This morning, I received an email from someone at a FileNet reseller who recently took the course that I developed online. He said “Thanks for your really great webcast” (I love feedback like that!), and also created a BPMN diagram using icons from The Incredible Machine:

The thought of combining the whimsical — yet design-like — diagrams of TIM with those of BPMN gave me a giggle and really made my day.

Waiting for Blueprint

In the world of Web 2.0, there’s always some hot new service that you have to be invited to join, then you get on a waiting list, then (after a while) you finally get an account. Remember when Gmail was launched, for example? This is a brilliant idea from a marketing standpoint, because it creates a lot of buzz around the service, with everyone who gets an account bragging about it, and everyone who doesn’t, wishing that they did. From a support standpoint, it also makes sense: you can’t just put 10 million people on your service the first day of beta, because it will crash, and you’ll look bad.

The current hot Web 2.0 account to have is Joost, an interactive online TV service brought to you by the two wunderkids who created Skype — I see requests for Joost invitations, which apparently only come from those already on Joost, flying around the Toronto tech community.

The second hottest new Web 2.0 account to have is Lombardi’s Blueprint (okay, maybe I’m exaggerating slightly), and I’m still in that unhappy “waiting list” phase. However, their bot still remembers my name, because it sent me an email this morning to tell me that it expects to complete my account setup soon…

Weirdness in the conference circuit

I have a busy next few months lined up, between conferences that I’m attending (such as next week’s Gartner BPM summit in San Diego — check back here then for live blogging) and ones where I’m speaking (such as the Shared Insights collaboration conference in May in Las Vegas). Regardless of my role at a conference, I blog pretty much everything that I see and hear, which the conference organizers like because it gives them a lot of coverage, as well as giving me (and all of you, of course) an historical record of the conference in a searchable format.

I also had an invitation to speak at the American Strategic Management Institute’s BPM summit in Miami next month, but as of today, I’ve been uninvited (although the current version of the brochure on their site still list me as a speaker). The entire interaction with ASMI (or The Performance Institute — the email addresses are from this domain, but I’m not sure of the relationship between the organizations) has been a bit odd. It all started back in November, when I had an unsolicited invitation from Matthew Sheaff of ASMI to speak at the upcoming conference, which was at that time scheduled for March 19-21. His first email to me went like this:

On behalf of The American Strategic Management Institute, I’d like to extend to you an invitation to participate in The 2007 Business Process Management Summit being held March 19-21, 2007. Your remarks would begin at 2:30 on the 19th and last about an hour. The topic of the session that we would be honored for you to present on is “Using Business Intelligence Methods to Forecast Enterprise Process Improvement.”

Weird — what sort of conference has specific session titles preassigned four months in advance, before they even have speakers? Typically, if someone is asking me to speak (unless it’s a last minute fill-in), they specify a track or broad subject area and ask me for an abstract of what I’d like to speak about, and we’d work something out from that which suits their conference and that I’ll enjoy presenting. In most cases, I’m not paid for speaking at conferences, so I like to talk about things that I’m passionate about, and that also happen to fit into the conference theme.

I responded back to Sheaff that I was interested (after all, it’s Miami in March, how bad can it be?) and asked for a few details, and he responded:

As with all speakers, we cover your airfare to and from the event, transportation from the airport to the hotel, your food, conference attendance and one night stay at the hotel.

Okay, pretty standard stuff so far. A few weeks ago, I got an email from the event planner, Caroline Bracher, about speaker logistics. It included the phrase “We allow up to $400 for roundtrip tickets, for your reference if making your arrangements through another venue“, which in conjunction with Sheaff’s earlier assurance that they cover all travel expenses, I interpreted to mean that if I use their travel agent, everything is covered, but if I book my own tickets, they’ll allow me to charge them back up to $400. I have every intention of letting their agent book it, since you really can’t get a flight for $400 from Toronto to Miami this time of year — we are in another country, after all, and a cold one.

Yesterday, I email their travel agent and give him my planned dates of travel. He makes a couple of tentative bookings, and emails me back:

I have made two reservations for and emailed it for you. If you fly on US the fare is 603.95, but if you the AA flights, the fare is 751.90. Please let me know which you prefer cause Performance Institute will cover up to $400.00.

Huh? Must be some misunderstanding, Sheaff’s original email to me clearly stated that my airfare was covered. I emailed back, copying Bracher on the email:

Sorry, I will not be covering any additional airfare — Caroline, that’s not the arrangement that I had with you, you were to cover my airfare and hotel. Please sort this out and get back to me.

Silence descended. No phone calls, no email. Then this morning, the following arrives from Sheaff:

Due to some spacing limitations that we have encountered at the conference hotel in Miami – we’ve had to consolidate our two track event into one. Unfortunately, due to that, we’ve had to cut out some sessions. With that we’ve decided not to run the session on Business Intelligence. I want to thank you for all your help during this process and I hope that we can have the opportunity to work with you in the future. Caroline Bracher, who is cc’d on this email, will be handling all the logistics for the change in the program. I’m sorry for any inconvenience this may have caused you.

Things like this just make me shake my head in wonder. The difference between my airfare and their limit was $203.95 (or 351.90, if I went for the non-stop option so as not to have to spend 2 entire days in airports to spend 1 hour speaking at a conference). They’re charging attendees $1,795 for the 2-day conference, which means that about 60% of a single attendee’s fee would pay for all of my travel expenses.

If you’ve already booked for this conference, you may want to request the revised schedule from them: if they really have reduced it to a single track, it may no longer have the sessions that you’re looking for, and you still have a couple of weeks to get a refund. If their last email to me is inaccurate and they’ve just replaced me as a speaker because I wanted them to uphold their part of our speaker’s agreement: well, you can make your own decision on that.

Next Mashup Camp scheduled

Mashup Camp 4 is scheduled for July 18-19, back in Silicon Valley. I’m at the BPM Think Tank in San Francisco the following week, so I’ll just stay out there for the duration and enjoy the weekend between in San Francisco.

Message to David Berlind: we really need to talk about a Mashup Camp in Toronto. We have a huge community here of unconference organizers and attendees, and have had 2 BarCamps, 12 DemoCamps, 3 EnterpriseCamps and a host of other “camps”, including the recent TransitCamp. Just don’t do it in February.