Blueprint webinar now available for replay

I hosted a webinar — now available for replay — with Colin Teubner of Forrester and Jim Rudden of Lombardi on Tuesday this week, discussing collaborative process modelling and on-demand BPM in the wake of Lombardi’s beta release of Blueprint on Monday.

I have to say, the conversation that we had in the 20 minutes following the presentation portion of the webinar was so much fun, I told Colin and Jim that next time they only get one slide each, and we spend the rest of the time on open discussion. It was great to host an analyst like Colin who is great at off-the-cuff answers, even when I ask questions totally out of left field, and Jim was very up front when I quizzed him on his competitors (Appian‘s SaaS announcement on Monday, which I’ll write more about later today) and interoperability (yes, you could take the BPDM output from Blueprint and import it to any BPMS that supports BPDM).

We didn’t get to half of the audience questions, but obviously the conversation was compelling, because the number of attendees in the webinar didn’t drop off during the Q&A portion as usually happens.

Guest blogging on BPMEnterprise.com

If you’re a reader of BPMEnterprise.com, you may have noticed a new blogger on their list today: me! I had the chance to meet Dian Schaffhauser at the ARIS user conference last week, and she invited me to do a few guest posts on their site from the upcoming Gartner BPM conference. I’ll still be doing my usual live blogging from the conference here on ebizQ, and this will remain my primary BPM blogging site, but I’ll post a daily summary of the conference over there.

Savvion enters the brawl

Nothing like a good old-fashioned vendor smackdown. In response to the software-as-a-service announcements by Lombardi and Appian on Monday, Pat “Fighting Irish” Morrissey of Savvion threw in his two cents worth:

Yesterday’s announcements are a beautiful snapshot of on-demand’s reality and hype in practice. Appian’s solution is a good Web-only application – and we applaud their effort to focus on BPM for the small and medium market (SMBs). Lombardi, however, is trying to use SaaS as a way to divert attention from the fact that they now have a beta modeling tool with PowerPoint export – it’s not on-demand, it’s BPM modeler ‘light’.

Pat is right about one thing: Lombardi’s Blueprint is BPM Modeler Lite — but that’s exactly the intention. I had a chance to talk to Pat today, and I’m not sure that Savvion, and most likely other BPM vendors, are really understanding what Lombardi is doing, and how they’re pushing into a relatively new part of a very crowded BPA/BPM space. Although Lombardi talks up the easy-to-use high-level process “sketching” view in Blueprint, what I think is so hot about Blueprint is the collaboration functionality: presence and the shared whiteboard paradigm. Not “collaboration” by virtue of a shared repository where multiple people can serially access a process model, but a true interactive collaboration. You can be sure that there will be a lot of scouting around the vendor booths at the Gartner BPM conference in a couple of weeks as people try to figure out what this all means.

Morrissey went on to say (in his press statement yesterday):

Savvion has offered a full-featured process modeler as a free download on our website to help business and IT users get started with BPM for more than two years. 75,000 users have downloaded our modeler and we welcome Lombardi’s move to adopting our market leading strategy.

Interesting, but I think that this misses the point: regardless of functionality, what Appian and Lombardi are offering is zero-download software as a service, and what Savvion is offering is a downloadable desktop application. Apples, meet oranges.

In a post last April, I talked about the wave of free, downloadable modeling tools, and the big problem with them — the installation restrictions on many corporate desktops — that made this solution my least favourite of the ways to distribute process modeling to the masses. In short, a few vendors, such as Savvion (who pioneered the concept) provide a free downloadable version of their process design tool, which can be installed and run standalone on your desktop without connecting to a server. Although I like the idea of process design for the masses, and this type of solution enforces standards and provides some degree of process validation, it has a major flaw that I find to be a show-stopper in most of my customer’s corporate environments: it requires that the user be able to download and install an application on their desktop. If you are a business analyst at, say, a large bank, you almost certainly can’t do that because IT policies prevent it through some sort of desktop lockdown security. Even if you could, the process of downloading and installing software is not something that a lot of business analysts do regularly, so could be a bit of a barrier in itself, but that’s a moot point if the user doesn’t even have the ability to install software locally.

At that time of that post in April, I gave the edge to Visio together with an add-on like Zynium’s Byzio to model a process in Visio, optionally using a BPMN template, then export it as XPDL for import into a vendor’s BPM design tool. This alternative, used by Fujitsu among others, has the huge advantage of using a tool that is already on the desktop of virtually every business analyst, and easing the learning curve as the business analyst moves into process design and starts to learn BPMN. The disadvantage is that Visio is a general purpose tool that creates “dumb” process models: it doesn’t enforce standards such as BPMN, doesn’t prevent the analyst from adding all sort of nonsensical things to a process model, doesn’t provide any sort of validation against the process server, and doesn’t provide higher level functions that you’ll find in a BPM vendor’s process designer, such as direct hookups to rules engines or web services.

In the past several months, however, I’m leaning towards the browser-based approach, especially after seeing what’s possible in a full-featured process modeller from Appian, and Lombardi’s new process mapper.

As I’ve been predicting for a while, this will be the year of SaaS BPM, and the only way to accomplish that is with a fully browser-based solution like Appian Anywhere. And as I’ve also been predicting, this will be the year of Web 2.0 colliding with BPM, of which Lombardi is giving us a taste.

Free advice for BPM vendors

It’s not often that you get free advice from an analyst/consultant, but I gave this one away already today in a conversation with a vendor: don’t ignore BPDM. The fact that Lombardi has already announced support for it as the interchange format between Blueprint and TeamWorks (not a coincidence that Lombardi’s CTO sits on OMG standards committees) even though the standard is not yet released means that it’s likely to be presented to customers as a competitive differentiator by the BPM vendors who implement it very early on in the game. Assuming that it catches on, you’ll still need to support both BPDM and XPDL for a period of 2-5 years.

Gartner BPM summit in San Diego

Thanks to a kind invitation from Jim Sinur when we met at the IDS Scheer user conference last week, I’ll be attending the Gartner BPM summit in San Diego on February 26-28. Watch for my live blogging from there under the Gartner BPM category.

If you’d like to meet up while I’m there, drop me an email. Also consider adding yourself to the Upcoming.org event so that others can see that you plan to attend, too.

Second BPMG Toronto chapter meeting on March 2nd

After the successful first BPMG chapter meeting here in Toronto, there’s a second one planned for March 2nd. It would be nice if BPMG actually made some space on their site to advertise chapter events; you wouldn’t find this information if you weren’t on their mailing list (or one of my readers 😉 ).

There is a description of the event in a PDF file on the BPMG site, and I posted it on upcoming.org. It’s free to attend, but you need to register in advance.

Enterprise 2.0 conference in Boston

CMP’s Enterprise 2.0 conference in Boston on June 18-21 has opened up for registration. Topics include the changing role of IT (presumably as it becomes more commoditized and outsourced), creating a culture of collaboration, consumerization of the enterprise and others. Andrew McAfee (inventor of the term “Enterprise 2.0”), David Weinberger (co-author of The Cluetrain Manifesto) and Don Tapscott (co-author of Wikinomics) are all keynote speakers.

I’m very interested to see how Web 2.0 extensions to enterprise applications (like Blueprint) are covered in the conference, as opposed to the use of social software such as blogs and wikis within the enterprise: the two faces of Enterprise 2.0.

Appian also offering on-demand BPM

Late in the day today, likely after they saw my Lombardi Blueprint post, I received a message from Appian announcing that they had released an on-demand, subscription-based BPM service. This appears to be a SaaS version of their BPM suite, although it’s hard to tell since they only sent me the press release and a package of six screenshots in their email, most of which appear to show setup and admin screens (look! you can change colour schemes!).

The big difference between this and what Lombardi announced today is that this is the full BPM suite, not just a high-level process modeller. I’ve posted previously about Appian’s killer browser-based process designer, so it’s straightforward (although by no means trivial) for them to convert the whole shebang to a proper SaaS offering. Unlike Lombardi, it’s not clear whether they’ve added any Web 2.0/social software concepts such as collaboration, or whether this is just a straight-up deployment of their existing product. Since they didn’t brief me in advance, I don’t have a lot more information about it, but they’ve promised me a phone call sometime real soon. [Note to vendors: if you want analyst/bloggers to write about your stuff in any amount of detail on the day that it releases, it’s a good idea to do that briefing ahead of time.]

I’ve been saying for some time that SaaS is coming for BPM. There have been a few attempts at this in the past, such as the Global 360-funded Process Factory, but nothing has really made any impact in the marketplace, not like Salesforce.com has done for sales automation. Appian, as an established BPM brand, could be the first to see some success in this area.

Naked Process Modelling with Lombardi

“Naked blogging” is a term that’s applied to living your life transparently on the web through your blog and other social media, like Flickr, del.icio.us, Skype, LinkedIn, Library Thing and Facebook. Most of my friends around my age are appalled at the amount of information that I expose out there, although the younger crowd that I hang with at TorCamp see it as perfectly normal, and I truly believe that if you’re going to get benefit from the network effects of Web 2.0, you need to contribute every bit as much as you expect to get back.

Two weeks ago, when I had a chance for a preview of Lombardi’s new Blueprint Web 2.0-like, software-as-a-service process modeller, my first reaction was “Cool! Naked process modelling!” After all, if you could model your processes online and invite people from within or outside your organization to collaborate on the design of those processes, wouldn’t you expect to see some benefit from that collaboration?

Blueprint addresses some of the issues seen in current process modelling tools: too much complexity for the casual user, and too little ability to collaborate. They call it “process discovery” rather than process modelling, host it as software-as-a-service, and let you get started with a free version (limited to one process and two users) to try it out before you spring for the monthly subscription. Just go to the site, start sketching out your process, then invite others to participate in the design. Like a wiki, everyone who you invite to collaborate on your process can make edits, and you’ll see their edits right away — a true shared whiteboard paradigm. Last September, I used the term “process wiki” in a post and at a couple of conferences where I was speaking, and that’s pretty much what Lombardi has done here.

They’ve also integrated presence into the application using the Google Talk instant messaging client: you can see if your process collaborators are online (notice the “4 Other Users Viewing” indicator in the top right of the first screenshot below), and chat with them through Google Talk. You can also use your Google Talk buddy list to invite people to join the collaboration. As a big Skype user, I’m hoping that they add other IM clients eventually.

Given what I’ve been doing lately around Enterprise 2.0, and seeing how Web 2.0 impacts BPM, this is one of the most exciting things that I’ve seen in BPM for quite a while. I must disclose that Lombardi is a client of mine, but I’d be saying the same thing even if they weren’t.

The visual paradigm is that of outlining a process by specifying the main high-level activities, then the sub-activities within each activity. In fact, you see both the flow diagram and the outline view:

Blueprint outline view

Notice anything weird about this screenshot? That’s right, it’s taken on a Mac. In fact, the Lombardi product manager who gave me the demo came into the meeting room toting his MacBook, which was not something that I was expecting to see. I’ve also seen it on Firefox on Windows. What better way to demonstrate platform independence? The Web 2.0 style interface is very slick, and there won’t be much of a learning curve for anyone who is comfortable with other web-based applications.

You can then specify a lot more detail for the process, including participants, inputs and outputs, impact analysis information such as potential failure points and likelihood of occurrence (very Six Sigma-like), and documentation.

You can also drill down into a more detailed BPMN view of the process for detailed workflow modelling:

Blueprint BPMN view

You can generate a PowerPoint presentation from the process model, which includes all of the additional parameters specified, for presenting the business case of the process further up the management chain. The demo that I saw generated a 60-page PowerPoint presentation with every possible bit of detail; I think that the problem would be cutting it down to size rather than the usual problem of having to find information to add to the presentation.

Once the collaboration has gone as far as it can, the process model can be exported to Lombardi’s TeamWorks, using (soon-to-be-released) BPDM as the serialization format — with Lombardi’s CTO chairing the BPMI steering committee at OMG, which oversees the BPDM standards, this isn’t a big surprise. You can even round-trip the processes from TeamWorks back to Blueprint when they need another round of collaborative design.

I think that their pricing is too high — $500/month for 10 users, whereas Salesforce.com is around $165/month for a 10-user team, and is currently discounted to half of that — but that will sort itself out in the marketplace. I suggested that their free version be ad-supported, much like the freemium business models of other Web 2.0 applications like Flickr and LinkedIn; I got a few weird looks from around the table at that point, but who knows, I may have put a bug in someone’s ear.

They are almost certainly going to have requests from companies to host the application on internal servers rather than Lombardi’s software as a service, although the success of Salesforce.com (especially in maintaining privacy of data) means that there’s a lot of companies out there are that starting to trust the SaaS model. Looking in a completely different direction, I would love to see Lombardi make Blueprint open source, which would drive collaborative process modelling into places that they never imagined. Although it could negatively impact Blueprint revenue — it’s still possible to have revenue-generating open source, it just requires a bit more imagination — it could serve to drive more business to Lombardi’s core products.

In a year-end emerging trends article in December, I predicted both “modelling for the masses” and “Web 2.0 hits BPM”. Lombardi’s Blueprint delivers on both of these, and I look forward to seeing how they take it forward from here. If it’s like all other good Web 2.0 software, it will adhere to the principle of constant improvement rather than monolithic release cycles.

There’s a lot more to it than what I’ve discussed here, and if you’re interested, check out the webinar that I’m hosting tomorrow entitled Are You Ready for On-Demand BPM with Colin Teubner of Forrester Research and Jim Rudden of Lombardi, in which Jim talks a lot more about Blueprint. You can also sign up for the beta program if you want to try it out for yourself; as of the end of April, it will be available to everyone. I signed up this morning, but received the following email back from Lombardi a short while later:

Dear Sandy,

Thank you for your interest in Lombardi Blueprint. Unfortunately, due to the overwhelming number of requests for Blueprint accounts, we are unable to activate your account at this time.

We will keep your registration information in our database and will contact you when we can provide you with an account.

I’m hoping to be able to pull some strings and get in the beta program sometime soon. 🙂

For those of you who did manage to get a beta account, go on, get out there and expose your processes!