Business Task Management in SAP NetWeaver

  • Upload
    kabshek

  • View
    34

  • Download
    0

Embed Size (px)

Citation preview

  • Business Task Management in SAPNetWeaver

    Hahn, Shang MyoungSAP Korea25th, Oct, 2006

  • BPEL4People SOA EnablementUniversal Worklist Third Party Integration

    Introduction to Business Task ManagementWhat does SAP NetWeaver Deliver?

    Summary And Questions

  • SAP AG 2006, Title of Presentation / Speaker Name / 3

    SAP NetWeaver Technology Map

    User Productivity Enablement

    Running an Enterprise Portal

    Enabling User Collboration

    Business Task Management

    Mobilizing Business Processes

    Enterprise Knowledge Management

    Data Unification Master-Data Harmonization Master-Data Consolidation Central Master-Data Management Enterprise Data Warehousing

    Business Information Management

    Enterprise Reporting, Query, and Analysis

    Business Planning and Analytical Services Enterprise Data Warehousing

    Business Event Management Business Event Resolution Business Task Management

    End-to-End Process Integration

    Enabling Application-to-Application Processes

    Enabling Business-to-Business Processes

    Business Process Management

    Enabling Platform Interoperability

    Business Task Management

    Custom Development Developing, Configuring, and Adapting Applications Enabling Platform Interoperability

    Unified Life-Cycle Management Software Life-Cycle Management SAP NetWeaver Operations

    Application Governance & Security Authentication and Single Sign-On Integrated User and Access Management

    Consolidation Enabling Platform Interoperability SAP NetWeaver Operations Master-Data ConsolidationEnterprise Knowledge Management

    Enterprise Service Architecture Design & Deployment

    Enabling Enterprise Services

    IT Practices IT Scenarios

    On the concept of IT Practices and IT Scenarios

  • SAP AG 2006, Title of Presentation / Speaker Name / 4

    SAP NetWeaver Technology Map

    User Productivity Enablement

    Running an Enterprise Portal

    Enabling User Collaboration

    Business Task Management

    Mobilizing Business Processes

    Enterprise Knowledge Management

    Data Unification Master-Data Harmonization Master-Data Consolidation Central Master-Data Management Enterprise Data Warehousing

    Business Information Management

    Enterprise Reporting, Query, and Analysis

    Business Planning and Analytical Services Enterprise Data Warehousing

    Business Event Management Business Event Resolution Business Task Management

    End-to-End Process Integration

    Enabling Application-to-Application Processes

    Enabling Business-to-Business Processes

    Business Process Management

    Enabling Platform Interoperability

    Business Task Management

    Custom Development Developing, Configuring, and Adapting Applications Enabling Platform Interoperability

    Unified Life-Cycle Management Software Life-Cycle Management SAP NetWeaver Operations

    Application Governance & Security Authentication and Single Sign-On Integrated User and Access Management

    Consolidation Enabling Platform Interoperability SAP NetWeaver Operations Master-Data ConsolidationEnterprise Knowledge Management

    Enterprise Service Architecture Design & Deployment

    Enabling Enterprise Services

    On the concept of IT Practices and IT Scenarios

    IT Practices IT Scenarios

  • SAP AG 2006, Title of Presentation / Speaker Name / 5

    1995

    EP 5.0

    2003

    SAP NetWeaver 04

    SAP NetWeaver 2004s

    BusinessWorkflow

    UniversalWorklist

    + CollaborationTasksBPM(in the XI)

    + GuidedProcedures

    + ISVs in UWL+ Duet

    Business Task Management is Evolutionary

  • SAP AG 2006, Title of Presentation / Speaker Name / 6

    What is the Current Situation for Managers?

    Susan F.Motivateemployees

    Perform specific

    tasks Control and reduce costs

    Manage budgets

    Perform budget and headcount planning

    Initiate personnel

    data changes

    Trigger processes

    Delegate tasks

    Recruit the right people

    Identify and reward top performers

    Write performance

    appraisals

  • SAP AG 2006, Title of Presentation / Speaker Name / 7

    Challenges

    The large number of applications and tasks make it difficult to understand and prioritize work.

    Locating tasks among the various SAP application systems is time consuming.

    Users do not know status of the work that needs to be performed.

    Users require the ability to collaborate with team members before they act on a particular task.

    Business experts need to build business process without engaging the IT department.

    Business experts need to customize corporate business processes for departmental needs.

  • SAP AG 2006, Title of Presentation / Speaker Name / 8

    Business Task Management Definition

    Business Task Management is the automation, execution and monitoring of tasks Coordinate and execute tasks arising from automated process

    flows and spontaneous events Track the progress of tasks

    Tasks include a wide variety of activities Business Transaction Alert Form Desktop Document Impromptu Request Knowledge Management

  • SAP AG 2006, Title of Presentation / Speaker Name / 9

    Business Task Management Goals

    Enable simple and centralized access to SAP tasks Alert tasks Structured process tasks Unstructured process tasks

    Provide procedures for exception-handling and knowledge-worker integration set up by local experts

    Encourage individual control at the lowest level of granularity

    Track task progress

  • SAP AG 2006, Title of Presentation / Speaker Name / 10

    Business Department

    We need to supplementthe companies core processes with our own departmental procedures.

    Central IT

    We need to create flexible, robust and highly scalable standardized processes

    Individual

    I want to delegate some of my tasks to colleagues, andtrack their progress.

    Centralized vs. Decentrailized Process Control

  • SAP AG 2006, Title of Presentation / Speaker Name / 11

    Business Department

    Central IT

    We need to create flexible, robust and highly scalable standardized processes

    Individual

    SAP NetWeaverTM

    Guided Procedures

    Collaboration Room

    Unbounded Processes

    Embedded Processes

    SAP NetWeaverTM

    Programmend Processes

    Collaboration Tasks

    SAP NetWeaverTM

    Centralized vs. Decentrailized Process Control

  • SAP AG 2006, Title of Presentation / Speaker Name / 12

    Business Task Management

    Task 1

    Task 2

    Task x

    Portal Devices Office

    TASKS: ACTIONABLE EVENTS

    Applications

    Guided

    Single-step

    Workflow

    RESOLUTION

    BusinessObject

    ChangeTask

    Collaboration

    Core EventRules

    ResolutionProcess Exceptions & Tasks

    ContextEnterprise Search

    Eventstrigger tasks

  • SAP AG 2006, Title of Presentation / Speaker Name / 13

    Lifecycle of a Task

    Process Instance

    Trigger to start process

    Process description

    Task descriptionPossible taskparticipants

    WorkItem

    User claims the Activity or Task

    ActivityActivity

    UserInteraction

    Form

    Business transaction

    Desktop document

  • BPEL4People SOA EnablementUniversal Worklist Third Party Integration

    Introduction to Business Task ManagementWhat does SAP NetWeaver Deliver?

    Summary And Questions

  • SAP AG 2006, Title of Presentation / Speaker Name / 15

    Functional Areas

    Universal Worklist & Collaboration Tasks Single point of access for managing your work Enables end-users to create their own ad hoc processes and drive collaboration

    Guided Procedures Designed to implement process flows with greater ease and speed across multiple

    applications Integrates backend system transactions

    SAP Interactive Forms by Adobe Generate forms that contain data extracted from core systems Accelerate forms-based business processes

    SAP Business Workflow Structured, repeatable, simple to complex business process Manages the tasks that need to be performed and who should perform the tasks

    Alerts Exception-triggered notifications Inter-System alerting

    Duet Task embedded in Microsoft Outlook Offline processing of tasks

  • SAP AG 2006, Title of Presentation / Speaker Name / 16

    How do I Manage all my Work?

    Traditionally users had to access a variety of inboxes to view and act on important tasks The large number of applications and tasks make it difficult to

    understand and prioritize work

    The Universal Worklistsimplifies the users work Single consistent

    interface Easy to use Easy to access

    Task Context

    Task List

    Task Execution

  • SAP AG 2006, Title of Presentation / Speaker Name / 17

    Collaboration Tasks Wizard New Task

  • SAP AG 2006, Title of Presentation / Speaker Name / 18

    workflow taskworkflow taskworkflow templateworkflow template

    Tasks in Workflows

    Forms application

    SAPfunctionality

    Externalapplications

    Object Method orService

    Object Method orService

    workflow definition

    workflow definition

    tasktask

    UniversalUniversalWorklistWorklist

    Processdisplay

    workitemworkitemorganizational

    plan

    workflowworkflow

    workflow manager

    ExecutionExecution

    data-base

    Finding agentsDeadlinemonitoringHistoryReporting

    event

    workitem manager

    Role/Rule/Query

  • SAP AG 2006, Title of Presentation / Speaker Name / 19

    Guided Procedures and Composite Applications

    Service Enablement

    Services Services Services

    mySAP CRM SAP NW BI mySAP ERP

    Services

    UI BuildingBlocks

    BusinessProcesses

    (Composites)

    Composite Process

    Create Patient

    Request

    Appointment

    Create

    AppointmentYes

    NotifyPatientExists?

    No

    Find Patient

    BusinessLogic

    ServiceDevelopment

    ServiceComposition

    User InterfaceNameTitleCheck

    WorkcenterRole 1 Role 2

    Actions

  • SAP AG 2006, Title of Presentation / Speaker Name / 20

    Streamline paper-based business processesEnable new collaborative business scenariosReach new users Integrate interactive PDF documents into business

    processes driven by SAP applications Allow forms-based input combined with workflow

    to start automated follow-up steps Generate forms that contain data extracted from

    SAP systems Use dynamic or static forms Complete forms online or offline Submit data from the form back to SAP systems Allow users to print forms

    SAP Interactive Forms by Adobe

  • SAP AG 2006, Title of Presentation / Speaker Name / 21

    ABAP WorkbenchNetWeaver Developer Studio

    Interactive Forms Design Time and Runtime

    SAP Web AS

    Adobe Document Services

    SAP Web Application Server

    Adobe Document Services

    Java PDF Object ABAP PDF Object

    J2EE Engine

  • SAP AG 2006, Title of Presentation / Speaker Name / 22

    Example That Uses all Components of Business Task Management

    Employee has been hired

    Collaborative Task: Request for nomination to be the mentor

    Collaborative Task: Perform tour first day and other activities for first few days

    Guided Procedure: Assign mentor and do follow-up activities via Interactive Forms

    Arrange first day activities

    Arrange for mentor for first three months

    Business workflow to perform IT tasks such as assigning a work location, reserving equipment, setting up required user Ids via Interactive Forms

    Guided Procedure: Update performance objectives to include mentoring activity

  • SAP AG 2006, Title of Presentation / Speaker Name / 23

    And More:

    The Sum of its parts is more than the whole:User Productivity Enablement

    Running an Enterprise Portal

    Enabling User Collaboration

    Business Task Management

    Mobilizing Business Processes

    Enterprise Knowledge Management

    Data Unification Master-Data Harmonization Master-Data Consolidation Central Master-Data ManagementEnterprise Data Warehousing

    Business Information Management

    Enterprise Reporting, Query, and Analysis

    Business Planning and Analytical Services Enterprise Data Warehousing

    Business Event Management Business Event Resolution Business Task Management

    End-to-End Process Integration

    Enabling Application-to-Application Processes

    Enabling Business-to-Business Processes

    Business Process Management

    Enabling Platform Interoperability

    Business Task Management

    Custom Development Developing, Configuring, and Adapting Applications Enabling Platform Interoperability

    Unified Life-Cycle Management Software Life-Cycle Management SAP NetWeaver Operations

    Application Governance & Security

    Authentication and Single Sign-On Integrated User and Access Management

    Consolidation Enabling Platform Interoperability SAP NetWeaver Operations Master-Data ConsolidationEnterprise Knowledge Management

    Enterprise Service Architecture Design & Deployment

    Enabling Enterprise Services

  • SAP AG 2006, Title of Presentation / Speaker Name / 24

    Business Activity Monitoring (BAM)

    Event Resolution Dashboard Central context storage Event Resolution Templates to guide

    users context-sensitively through problem inspection and resolution

    Process Milestone Monitoring Event-based monitoring of key process

    milestones Subscription and handling of business

    process events BPM modeling (BPEL)

    Process Efficiency Analysis of efficiency of processes Based on milestone monitoring

    Event Resolution Task Context

    Embedded Event Infrastructure Infrastructure, embedded in mySAP Business Suite applications Enables collecting, pre-filtering and publication of events for inter-

    system usage across SAP and Non-SAP systems

  • SAP AG 2006, Title of Presentation / Speaker Name / 25

    Event Resolution Task Context

  • SAP AG 2006, Title of Presentation / Speaker Name / 26

    Duet: Shopping Cart Approval (SRM)

    Step 10. Manager approves the new request.

  • BPEL4People SOA EnablementUniversal Worklist Third Party Integration

    Introduction to Business Task ManagementWhat does SAP NetWeaver Deliver?

    Summary And Questions

  • SAP AG 2006, Title of Presentation / Speaker Name / 28

    Service Orchestration With BPEL

    ServiceServiceIFIF IFIF IFIF

    Application Embedded Process

    (Programmed)

    Application Embedded Process

    (Business Workflow)

    ContainerOperationContainerOperation

    ProcessContainer

    ProcessModel (BPEL)

    .Service Orchestration is the arrangement of services to enable or enhance a business process loosely coupled across multiple user contexts, systems, business partners

    Service Orchestration is the arrangement of services to enable or enhance a business process loosely coupled across multiple user contexts, systems, business partners

    IF = Interface

    receive invoke invoke invoke

  • SAP AG 2006, Title of Presentation / Speaker Name / 29

    BPEL Support in SAP Environment

    ARIS for SAP NetWeaver SAP NetWeaver Exchange Infrastructure

    SAP XI supports BPEL 1.1 SAP XI will supports BPEL 2.0, too SAP XI will support further extensions

  • SAP AG 2006, Title of Presentation / Speaker Name / 30

    BPEL4People Processes and Tasks Composition Options

    BPEL Process

    BPELInvokeActivity

    Standalone TaskDefinition

    WSDL Port Type

    54

    BPEL Process

    BPELPeopleActivity

    Standalone TaskDefinition

    WSDL Port Type

    Standalone tasks (remote)

    BPEL Process

    BPELPeopleActivity

    Inline TaskDefinition

    1 2

    BPEL Process

    BPELPeopleActivity

    Inline TaskDefinition

    3

    BPEL Process

    BPELPeopleActivity

    Standalone TaskDefinition

    Inline tasks Standalone tasks (local)

  • SAP AG 2006, Title of Presentation / Speaker Name / 31

    Interface of a Human Task: Web Service Interface

    (*) operation on web service faade of human task under the covers creates a task instance, starts the task, and returns the result once the task has completed

    Interface for Human

    participant provided by

    task infrastructure

    Web Service Interface

    outputDoc translate(inputDoc) (*)

    inputDoc claim()

    complete(outputDoc)

    outputDoc translate(inputDoc)

    BPEL ProcessBPEL Process

    receive document

    invoke translation

    reply translated document

    Standalone Human TaskTranslation

    Automatic translation service

    n/a

  • SAP AG 2006, Title of Presentation / Speaker Name / 32

    People Activities and Tasks

    People activity Basic activity in the process implemented by an action performed by a

    human being The partner of a people activity is specified by a people link May be associated with different groups of people, one for each generic

    human role

    Task Indivisible unit of work, performed by a human being Properties: priority, input/output data, deadlines Operations for client applications: query available tasks, claim task,

    revoke claim, complete task States: ready, claimed, finished, failed Location of task definition: inline or standalone

  • SAP AG 2006, Title of Presentation / Speaker Name / 33

    Example: Brochure Creation Process

    HR System

    Create

    Approve

    Revise

    Organizational Directory

    DepartmentsDepartment1

    Member1Member2...

    Department2...

    UsersGroup1

    Member1Member2...

    Group2...

    RolesRole1

    Member1Member2...

    Role2...

    Select staffwhere

    qualification = tech writer

    Authors

    Brochure CreationBPEL Process

    Select staffwhere

    responsibility = marketing

    ApproversYESNO

  • SAP AG 2006, Title of Presentation / Speaker Name / 34

    Business Task Management and BPEL4People

    Task 1

    Task 2

    Task x

    UWL Devices Duet

    BPEL4PeopleConverts Messages to Tasks in the SOA Context

    Applications

    BusinessObject

    ChangeTask

    SOA Process

    Core EventRules

    ContextEnterprise Search

    SOA Eventstrigger tasks

  • BPEL4People SOA EnablementUniversal Worklist Third Party Integration

    Introduction to Business Task ManagementWhat does SAP NetWeaver Deliver?

    Summary And Questions

  • SAP AG 2006, Title of Presentation / Speaker Name / 36

    UWL Connectors

    Simultaneous view of different connectors

    Defining types(Tasks/Notificaitons)

    Additional type-specific views

    Actions

    Custom tasksSAP tasks3rd party tasks

    One list shows thirdparty Items mixed in

    with SAP items

  • SAP AG 2006, Title of Presentation / Speaker Name / 37

    Standard UI For Genric Actions

    Multiple ForwardAction.

    Custom view can be used instead if needed

    E.g. Multiple ForwardSAP UI for ISV connected

    items

  • SAP AG 2006, Title of Presentation / Speaker Name / 38

    ISVs: Third Party Integration in the UWL

    LotusDomino Tasks

    ProplesoftTasks

    BolTasks

    Microsoft Exchange

    TasksRemedy Tasks

    Runtime is available now Development plugin

    available from SDN

    NWDI skills are a prerequisite.

  • SAP AG 2006, Title of Presentation / Speaker Name / 39

    Aufgabenliste in Lotus Notes Domino (Client)

    Eg. Lotus Domino Integration (Courtesy of Konplan)

    Domino Task

    SAPs UWLDomino Tasklist

  • BPEL4People SOA EnablementUniversal Worklist Third Party Integration

    Introduction to Business Task ManagementWhat does SAP NetWeaver Deliver?

    Summary And Questions

  • SAP AG 2006, Title of Presentation / Speaker Name / 41

    Business Task Management - Benefits

    Benefits Task transparency to all process participants irrespective of the

    tasks origin Minimal TCO because of ease of deployment Implementation accelerated and costs reduced by enabling a

    rapid development approach: Core process automation implemented by the IT department

    delivering tasks and context to the work force Procedures for exception-handling and knowledge-worker integration

    set up by local experts Collaborative tasks for individual control at the lowest level of

    granularity.

  • SAP AG 2006, Title of Presentation / Speaker Name / 42

    Summary

    Business Task Management in SAP NetWeaver unites different elements of SAP NetWeaver

    This scenario goes hand-in-hand with Business Process Management but focuses on user interaction

    End user productivity increases when levering on the different aspects of SAP NetWeaver in this area

    Youll find BTM in most SAP applications (E.g. mySAP ERP, Duet..)

  • SAP AG 2006, Title of Presentation / Speaker Name / 43

    Further Information

    Public Web:www.sap.comSAP Developer Network: http://sdn.sap.com/sdn/adobeforms.sdn

    http://sdn.sap.com (BTM or BPM)

    Related SAP Education Training Opportuitieshttp://www.sap.com/education/

    SAP Service Marketplacehttp://service.sap.com/bpms/http://service.sap.com/Adobe/

  • SAP AG 2006, Title of Presentation / Speaker Name / 44

    Q&A

    Questions?

    Thank You !

    Business Task Management in SAP NetWeaverSAP NetWeaver Technology MapSAP NetWeaver Technology MapBusiness Task Management is EvolutionaryWhat is the Current Situation for Managers? ChallengesBusiness Task Management DefinitionBusiness Task Management Goals Centralized vs. Decentrailized Process Control Centralized vs. Decentrailized Process ControlBusiness Task ManagementLifecycle of a TaskFunctional AreasHow do I Manage all my Work?Collaboration Tasks Wizard New TaskTasks in WorkflowsGuided Procedures and Composite ApplicationsSAP Interactive Forms by AdobeInteractive Forms Design Time and RuntimeExample That Uses all Components of Business Task ManagementAnd More: Event Resolution Task ContextEvent Resolution Task ContextDuet: Shopping Cart Approval (SRM)Service Orchestration With BPELBPEL Support in SAP EnvironmentBPEL4People Processes and Tasks Composition OptionsInterface of a Human Task: Web Service InterfacePeople Activities and TasksExample: Brochure Creation Process Business Task Management and BPEL4PeopleUWL ConnectorsStandard UI For Genric ActionsISVs: Third Party Integration in the UWLEg. Lotus Domino Integration (Courtesy of Konplan)Business Task Management - BenefitsSummaryQuestions?