BEAParticipate: Mark Carges

Day 1 of the BEA user conference in Atlanta, and we start out with a morning of general sessions hosted by Ira Pollack, SVP Sales at BEA; the remainder of the 2-1/2 day conference is all breakout sessions. There’s wifi around but I seem to be missing the conference code necessary to get logged on, so posts will be delayed throughout the conference as I’ll be gathering them up to publish at times when I can get internet access. There’s also not a power source in sight, which could mean that the last parts of this are really delayed as I transcribe them from paper. 🙁

BEAParticipate is a new user conference dedicated to portals, BPM and social computing with tracks for business and developer-focussed audiences. My focus has only come on BEA with the acquisition of Fuego a year or so ago, so I’m not sure what they had in terms of user/developer conferences prior to (or in addition to) this, although I talked last night with a web developer who has been a Plumtree customer for years and has transitioned from the Plumtree conference as it was rolled into this conference.

We started out with Mark Carges, EVP of BEA, (who many years ago helped develop the source code for Tuxedo) with a high-level vision of how these technologies can create new types of agile applications, and how BEA is delivering BPM, SOA and enterprise social computing (Enterprise 2.0). He talked about the difference between traditional and situational applications, the top-most point of which is that traditional ones are built for permanance whereas situational ones are built for change: exactly the point that I made last week in my talk at TUCON. He covers other comparative points, such as tightly- versus loosely-coupled, non-collaborative versus collaborative, homogeneous vertical integration in application siles versus heterogeneous horizontal integration, and application-driven versus business process-driven.

He walked us through a few examples of their customers’ portal applications — purely intranet, customer-facing, and public — and one example of BPM in a customer, before moving on to talk about BEA’s strategy and product development, particularly in Enterprise 2.0. He made the point that enterprise applications are having to learn from the consumer-facing Web 2.0 applications by allowing for different types and degrees of user participation. Instead of just listing consumer Web 2.0 applications, however, Carges makes analogies with how the same sort of technology could be used inside an enterprise: Digg-like ranking used for ranking sales tools internally; social bookmarking and implicit connections for internal expert knowledge discovery (much like what IBM is doing with Dogear, which I’m sure that they’ll turn into a commercial product once companies like BEA prove the market for it); mashups for creating a single view of a customer from multiple sources including product, support incidents and account information; and wikis to capture competitive intelligence. This is where their new product suite fits: AquaLogic Pages (to create pages, blogs and wikis), Ensemble (for developers to create mashups) and Pathways (for tagging and bookmarking). All of these mesh with IT governance such as security and versioning, but the content isn’t controlled by IT.

Interesting that the focus of his talk has really been on their new Enterprise 2.0 products rather than portals or BPM; they obviously see this as a strong potential growth area.

BEA user conference this week

I’ll be blogging live from the BEA user conference this week in Atlanta. I arrived here today and had a quick look around the evening partner exhibition/drinks reception, but I’m really looking forward to the sessions tomorrow. Jesper Joergensen has also promised that I’ll get a proper demo of both their BPM product and the new Enterprise 2.0 product suite this week.

All of my posts for this conference will be here.

Disclosure: BEA paid my travel expenses to be at this conference.

Transformation & Innovation conference coming up this month

The Transformation & Innovation conference is running in Washington DC on May 21-24, with several sessions on BPM.

I won’t be there; the dates are sandwiched in between a vacation trip to Nova Scotia and a presentation at the Shared Insights Portals & Collaboration conference in Las Vegas.

Yahoo 404’s at AT&T Park

I was in San Francisco this week for a vendor conference, and the gala event was 750 of us heading off to AT&T Park to watch the Giants play the Colorado Rockies. I’ve never been in this stadium before, and one of the first things that I noticed was this juxtaposition of Yahoo’s ad and the 400′ distance marker on the outfield fence.

I pointed this out to a few people, had to explain it to a few others, and generally concluded that no one else had noticed this. I thought it was hilarious, and can’t believe that it’s accidental.

Oh yeah, I was there for Barry Bonds’ 743rd home run, too.

TUCON: The Face of BPM

Thursday morning, and it seems like a few of us survived last night’s baseball game (and the after-parties) to make it here for the first session of the day. This will be my last session of the conference, since I have a noon flight in order to get back to Toronto tonight.

Tim Stephenson and Mark Elder from TIBCO talked about Business Studio, carrying on from Tim’s somewhat shortened bit on Business Studio on Tuesday when I took up too much of our joint presentation time. The vision for the new release coming this quarter is that one tool can be used by business analysts, graphical tools developers and operational administrators by allowing for different perspectives, or personas. There’s 9 key functions from business process analysis and modelling to WYSIWYG forms design to service implementation.

The idea of the personas within the product are similar to what I’ve seen in the modelling tool of other BPMS vendors: each has a different set of functions available and has some different views onto the process being modelled. Tim gave some great insight into how they considered the motivations and requirements of each of the types of people that might use the product in order to develop the personas, and showed how they mapped out the user experience flow with the personas overlaid to show the interfaces and overlaps in functionality. This shows very clearly the overlap between the business analyst and developer functionality, which is intentional: who does what in the overlap depends on the skills of the particular people involved.

As we heard in prior sessions, Business Studio provides process modelling using BPMN, plus concept modelling (business domain data modelling) using UML to complement the process model. There’s a strong focus on how BPM can consume web services and BusinessWorks services, because much of the audience is likely developers who use TIBCO’s other products like BusinessWorks to create service wrappers around legacy applications. At one point between sessions yesterday, I had an attendee approach me and thank me for the point that I made in my presentation on Tuesday about how BPM is the killer app for SOA (a point that I stole outright from Ismael Ghalimi — thanks, Ismael!), because it helped him to understand how BPM creates the ROI for SOA: without a consumer of services, the services themselves are difficult to justify.

We saw a (canned) demo of how to create a simple process flow that called a number of services that included a human-facing step, a database call to a stored procedure, a web service call based on introspecting the WSDL and performing some data mapping/transformation, a script task that uses JavaScript to perform some parameter manipulation, and an email task that allows the runtime process instance parameters to be mapped to the email fields. Then, the process definition is exported to XPDL, and imported into the iProcess Modeler in order to get it into the repository that’s shared with the execution engine. Once that’s done, the process is executable: it can be started using the standard interface (which is built in General Interface), and the human-facing steps have a basic form UI auto-generated.

It is possible to generate an HTML document that describes a process definition, including a graphical view of the process map and tabular representations of the process description.

As I mentioned in other posts, and in many posts that I’ve made about BPA tools, is that there’s no shared model between the process modeller, which is a serious issue for process agility and round-tripping unless you do absolutely nothing to the process in the iProcess Modeler except to use it as a portal to the execution repository. TIBCO has brought a lot (although not all) of the functionality of the Modeler into Studio, and are working towards a shared model between analysts and developers; they believe that they can remove the need for Modeler altogether over time. There’s no support at this time, however, to being able to deploy directly from Studio, that is, Studio won’t plug directly into the execution engine environment. Other vendors who have gone the route of a downloadable disconnected process modeller or a separate process discovery tool are dealing with the same issue; ultimately, they all need to make this new generation of modelling tools have the capability to be as integrated with the execution environment as those that they’re replacing in order to eliminate the requirement for round-tripping.

TUCON: Continuous Process Improvement Using iProcess Analytics

For the last breakout session of the day, Mark Elder of TIBCO talked about reporting and analytics with iProcess Analytics, their historical (rather than real-time) analytics product.. The crowd’s thin this time of day, although I understand that the lobby bar is well-populated; this was the same timeslot that Tim and I had yesterday, but the attendees now have an additional day of conference fatigue. Also doesn’t help that the presentation PC acted up and we were 10 minutes late starting.

He looks at the second half of any business process implementation: after it’s up and running, you need to measure what’s going on, then feed that back to the design stage for process improvement. iProcess Analytics has a number of built-in metrics, then wizard interfaces to allow a business analyst to build new KPIs by specifying dimensions and filters, then create interactive reports. It’s even possible to set different threshold values for filtered subsets of data, such as setting different cycle-time goals for different geographic regions.

He moved on to a live demo after a few minutes of slideware to show us just how easy it is to create a chart or report for a process, or even a single step within a process. The wizard looks pretty easy to use, although chart generation isn’t exactly rocket science. There’s some nice report distribution capabilities, much like what you’d see in a business intelligence suite, so that you can share a chart or report with other members of your team. You can’t do a lot of calculations on the data, however, but you can export tabular data to Excel for further calculations and aggregation.

One very cool feature is that for a given set of data that’s being used to generate a report, you can reconstruct the process map from the report data to see where the data is coming from, since process metadata is passed over to iProcess Analytics along with the execution data.

It appears that if you want to get real historical data into Business Studio for simulation, you’re going to create a tabular report in iProcess Analytics, export it to Excel, then save it as a text file for importing. Not as integrated as I would have expected — this needs to be fixed as well as more people start to use the simulation functionality within Business Studio.

It’s all browser-based, and can generate either the interactive web-based reports that we saw, or static HTML or PDF reports. It will be interesting to see how TIBCO moves forward with their analytics strategy, since they now have both iProcess Analytics and iProcess Insight (BAM). Although historical analytics and BAM serve different purposes, they’re opposite ends of the same spectrum, and analytics requirements will continue to creep from both ends towards the middle. Like many other vendors who started with an historical analytics tool then bolted on an OEM BAM tool, they’re going to have to reconcile this at some point in the future. There’s also the question, which was raised by an audience member, about the boundary between iProcess Analytics and a full BI suite like Cognos. Although there’s a lot of nice functionality built into iProcess Analytics that’s specific to analyzing processes, many customers are going to want to go beyond this fairly rudimentary BI capability.

That’s the end of day 2 at TUCON; tomorrow morning I’ll probably only be able to catch one session before I have to leave for the flight home. Tonight, 750 of us are off to the SF Giants game, where we’ll see if Vivek Ranadivé’s throwing practice paid off when he throws out the first pitch. Watch for all of us in our spiffy new TIBCO jackets; with free wifi in the stadium, there’s likely to be some geeks there with their laptops, too.

TUCON: Architecting for Success

In an afternoon breakout session, Larry Tubbs from AmeriCredit talked about using TIBCO to automate their contract processing workflow, that is, the part between loan origination/approval and the contract administration system. Their business case was similar to that I’ve seen in many other financial and insurance applications: visibility into the processes, appropriate management of the resources, and ever more stringent regulatory requirements. They did a product evaluation and selected TIBCO, using iProcess Suite, BusinessFactor, BusinessWorks, and EMS as the underlying service bus. They implemented really quickly: for their initial release, it was a matter of months from initial design to rollout to five branches handling 1600 cases simultaneously (the system is designed for a peak load of 7000 cases).

Nimish Rawal from TIBCO, who was involved in the implementation, described some details of what they did and the best practices that they used: use iProcess engine for process orchestration and BusinessWorks for integration; put application data in a separate schema (they had 583 instance data fields and 257 metadata fields); create a queue/group structure according to business divisions; and allow the business to control the rules to allow for easy changes to the process flow or any changing regulations. They used master and slave iProcess servers hitting against a common database to distribute the load, and used clustering for high availability although the failover process is not automatic (which surprised me a bit since clustering software or hardware can automate this). They also planned for disaster recovery by distributing nodes between two physical locations and sending archive files from the master to DR site about once every five minutes; again, the failover is not automatic, but that’s less expected in the case of a total site loss.

Rawal also went through the TIBCO professional services engagement model. On the AmeriCredit side, they had four core developers to work with the TIBCO team (which went from five to seven to two), and now the TIBCO people only do mentoring with all development being done by AmeriCredit’s developers.

TUCON: BPM, The Open Source Debate

Ryan Herd, who heads the BPM centre of competence within RBM Private Bank, was up next to talk about the analysis that they did on open source BPM alternatives. Funny that the South Africans, like we understated Canadians, use the term “centre of competence” as opposed to the very American “center of excellence”. 🙂

Don’t tell Ismael Ghalimi, but Herd thinks that jBoss’ jBPM is the only open source BPM alternative; it was the only one that they evaluated, along with a number of proprietary solutions including TIBCO. Given that he’s here speaking at this conference, you can guess which one they picked.

Their BPM project started with some strategic business objectives:

  • operational efficiency
  • improved client service
  • greater business process agility

and some technology requirements:

  • a platform to define, improve and automate business processes
  • real-time and historical process instance statistics
  • single view of a client and their related activities

They found that then needed to focus on three things:

  • Process: dynamic quality verification, exception handling that can step outside the defined process, and a focus on the end-to-end process.
  • People: have their people be obsessed with the client, develop an end-to-end process culture in order to address SLAs, and create full-function teams rather than an assembly-line process.
  • Systems: a single processing front-end, a reusable business object layer and centralized work management.

Next, they started looking at vendors, and for whatever reasons, open source was considering the mix: quite forward-thinking for a bank. In addition to TIBCO and jBPM, they considered DST‘s AWD, IBM‘s BPM, eiStream (now Global 360) and K2: a month and a half to review all of the products, then another month and a half doing a more focussed comparison of TIBCO and jBPM.

For process design, jBPM has only a non-visual programmer-centric environment, and has support for BPEL but not (obviously, since it’s not visual) BPMN. It does allow modelling freedom, but that can be a problem with enforcing internal standards. It also has no process simulation. TIBCO, on the other hand, has a visual process modelling environment that supports BPMN, has a near zero-code process design and provides simulation. Point: TIBCO.

On the integration side, jBPM has no graphical application integration environment, although it has useful integration objects and methods and has excellent component-based design. The adapters are available but not easily reused, and has no out-of-the box communication or integration facilities. TIBCO has a graphical front-end for application integration, and a lots of adapters and integration facilities. Point: TIBCO.

On the UI side, jBPM has only a rudimentary web-based end user environment, whereas TIBCO has the full GI arsenal at their disposal. Point: TIBCO.

Reporting and analytics: jBPM has nothing, TIBCO has iProcess Analytics and (now) iProcess Insight.

Support: don’t even go there, although jBoss wins on price. 🙂

Overall, they found that the costs would be about the same (because of the greater jBPM customization requirement), but a much longer time to deploy with jBPM, which had them choose TIBCO.

Given what they found, I find it amazing that they spent three months looking at jBPM, since jBPM is, in its raw form, a developer tool whereas TIBCO spans a broader range of analyst and developer functionality. The results as presented are so biased in favour of TIBCO that it should have been obvious long before any formal evaluation was done that jBPM wasn’t suited for their particular purposes and should not have made their short list; likely, open source was someone’s pet idea so was thrown into the mix on a lark. Possibly an open source BPM solution like Intalio, which wasn’t available as open source at the time of their evaluation, would have made a much better fit for their needs if they were really dedicated to open source ideals. I’m pretty sure that anyone in the room that had not considered open source in the past would run screaming away from it in the future.

Getting past the blatant TIBCO plug masquerading as a product comparison, Herd went on to show the architecture of their solution, which uses a large number of underlying services managed by a messaging layer to interface with the BPM layer — a fairly standard configuration. They expect to go live later this year.

TUCON: BPM Evolution and Roadmap

At this point, it makes more sense to start labelling the posts by session title rather than presenter, since we’re getting into some pretty detailed breakout topics. This one was presented by Roger King, Director of BPM Product Strategy & Management at TIBCO, and Justin Brunt, product manager for iProcess.

Most of the technical people working TIBCO’s BPM group seem to be vestiges of the Staffware acquisition; many of them are still based in the UK, where the development is still done.

They started out with a review of what’s happened in the products in the past 12 months:

  • Business Studio 1.x, a standalone modelling and simulation product aimed at business analysts; the free downloadable version released in November already has more than 10,000 downloads. Modelling is done in BPMN, and XPDL is supported for import and export — necessary for even getting the models into the iProcess Suite for execution, since there is no shared model with the process execution environment. It also supports imports from Visio and ARIS. There’s some more advanced features as well: a hierarchical organization of business processes and associated assets; and process simulation with SLA indicators and reports.
  • iProcess Suite 10.5, with improved work queue performance and scalability to support more concurrent users, better performance for sorting and filtering (always slow with most BPM products) and faster startup time. It also included an enhanced web client based on General Interface, with GI or custom forms support and a number of other new functions.
  • iProcess Insight 2.0, the BAM product, which I reviewed in a post yesterday.

What’s coming in the near future:

  • Business Studio 2.0, with support for the full BPMN 1.0 specification and XPDL 2.0. I keep meaning to download Business Studio and do some comparative analysis with some of the other downloadable modelling products, but I may wait until version 2.0. I wrote about a few of the new features from Tim Stephenson talk yesterday, but here’s a recap. In the process analyst perspective: design patterns/fragments to speed design, refactoring, concept modelling with UML support, import/export of EPC/FAD from ARIS, and custom XSLT translations to XPDL. In the process architect perspective: service registry, native services such as email and database connectors, direct server deployment and version control
  • iProcess Suite core component support for some new platforms, including 64-bit Windows Server and Red Hat Linux; direct deployment from Studio to Engine (although it’s not clear if this is via a shared model or just automates the import/export process); and new audit trail entries. They’ve also simplified installation.
  • Web services capability, with support for WS security at the transport and SOAP layer, and support for withdraw actions and delayed release.

They went on to discuss a number of key themes in product development for this year and beyond.

They’re gradually migrating to a single modelling/design environment — Business Studio — although they’re still not quite there yet; this will provide a more consistent experience for both business and IT users of the design tools. This supports the move to full model-driven development by allowing for the easy integration of forms design into the Eclipse-based environment, which can in turn generate GI, JSP or other runtime forms for the updated iProcess web client. Business rules definition will be in the Eclipse-based design environment, although it’s not clear if they’re using a third-party BRE or have their own rules technology. The old modelling environment, Business Modeler, isn’t going away any time soon, but new feature development will focus on Business Studio so will encourage migration. Like most vendors using this tactic to get existing customers off an old product, I expect that they’ll hear grumbling about this for years.

The out-of-the-box web client will be simplified and made to look more like the familiar Outlook client, with improved performance. The UI will also be exposed as components and services to allow them to be included in custom applications or portals, and they’ll ship an out-of-the-box BPM portal using TIBCO’s portal platform to show how this can be used. There will be better MS-Office integration and an Eclipse-based desktop application.

They’re also going to provide a project collaboration portal for BPM projects, to allow people developing TIBCO BPM applications to collaborate. They’re also adding in some governance capabilities to help handle the lifecycle of BPM projects and assets.

King mentioned my presentation from yesterday directly, and commented that they’re going to be supporting more of the BPA tools for import soon, including Proforma. They’ve obviously identified that it’s important to be extremely open from both a standards and BPA support standpoint.

Next on the list is goal-driven BPM, or virtual processes, where there may be too many process alternatives to model explicitly and the optimal runtime process has to be generated based on process parameters and environmental factors. This sounds like fuzzy future stuff, but would be great if they can pull it off.

They’re also developing workforce management and more complex resource modelling for the purposes of business optimization.

There was a brief point at the end about preparing for the next generation of SOA, although no time to talk about what this means; I would have loved if this session had been a bit longer.

TUCON: Technology Buzz Panel

Next up in the general session is the technology buzz panel, where “journalists, analysts, and industry experts square off on buzzwords of the day”. The moderator was Gary Beach of CIO Magazine, with panelists Frank Kenney of Gartner, Jason Maynard of Credit Suisse, Rob Strickland of T-Mobile USA, and Aaron Ricadela of BusinessWeek. Their initial goal is to eliminate four tech buzzwords (one per panelist):

  • Maynard picked “Web 2.0”, apparently not only because he thinks that it’s a bad term but because he doesn’t like social networking. There was discussion around the stage: Kenney railed against the term Web 2.0 but then used the ever-overused “paradigm shift”; Strickland said that he thinks there’s too many bugs in Web 2.0 and he’s waiting for 2.0.1; Ricadela commented on the new business models coming out of this, although he didn’t use the term “Bubble 2.0”.
  • Strickland picked “the business”, in the context of the dichotomy between IT and the business; as a CIO, he sees himself as an integral part of the business. I wonder if T-Mobile’s business users feel the same way; Maynard said that he felt that his IT department was actually a detriment to productivity sometimes, and admitted to using his own MacBook Pro and Gmail (interestingly enough, a Web 2.0 application) because IT wasn’t focussed on some of the business requirements. Kenney and Ricadela both talked about aligning IT and business, which of course just points out that the divide does exist.
  • Ricadela picked “business process management”, because he believes that it’s become a catch-all term for anything to do with business improvements enabled by technology. He blames the analysts and vendors for the confusion: given that Gartner helped to promote this term in its infancy and created a tremendously confusing landscape that in turn allowed vendors to promote everything as BPM, I’d have to agree to a certain extent. Kenney feels that the term BPM is overused but should still exist; Maynard doesn’t appear to understand the distinction between BPM and packaged applications.
  • Kenney picked “enterprise”, saying that it’s not used consistently and is often just applied as a marketing buzzword: sometimes it means “within the four walls of a company”, sometimes it relates to scalability or other features of a system. Maynard points out that adding the word “enterprise”  to a software product allows vendors to charge more it, and thinks that it applies only to large companies.
  • Beach finished up by picking “virtualization”, which I identified yesterday as potentially just being an overused buzzword, so I’d have to agree.

They moved on to a discussion of several magazine headlines: “Is your company fast enough”; “No future in tech?” (which veered sharply into American protectionist rhetoric); various open source headlines (Maynard pointed out that open source is fundamentally changing the software industry, even those companies that are not open source); software as a service (nothing new here); and finally, can you trust analysts’ opinions given that they’re all sleeping with the vendors.

They finished with a lightening round with 30-second opinions on Web 2.0, gigabit everywhere, SOA, AJAX, and the future of enterprise applications.

All in all, a more entertaining panel than I’ve seen for a while.