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Home / Tutorials / Business Process Management (BPM)
/ Pega Tutorial

Pega Tutorial
Last updated on Nov 22, 2023

by Kavya Gowda

Pega Tutorial - Table of Content


What is pega?
Why Pega?
Pega Architecture
BPM Methodology
Pega PRPC
Efficiency of BPM workflow tools
Benefits of the Pega BPM
Features of the Pega BPM
Advantages and disadvantages of pega BPM
Conclusion

What is pega?

Pega is a highly regarded Business Process Management (BPM) tool


founded on Java concepts. This platform provides structured methods
for deploying and developing rule-based processes, enabling rapid
changes compared to traditional Java-based apps. Pega's
transformative capabilities contribute to cost reduction and enhanced
business performance, making it a premium tool for enterprises
seeking process automation and efficiency improvements. Pega's BPM
technology offers tailor-made business apps, delivering results and
end-user experiences aligned with specific needs. With its built-in
Designer Studio IDE tool, Pega streamlines app development,
harnessing the power of Java and OOPs principles.

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Why Pega?

Pega stands out as a software tool that combines BPM and CRM
features. It goes beyond conventional tools, providing an integrated
platform to catalyze business improvement. Pega's intuitive Visual
Designer Studio empowers designers to create expertise without the
need for extensive coding skills. Its portability allows the management
of private and cloud-based environments, facilitating the construction
of essential application components.

Pega is engineered to eliminate coding issues, automating the


development of intricate systems while primarily reducing
development time. Pega products are Java-based, delivering code
management at runtime. The versatility of Pega's BPM solution lies in
its ability to be deployed anywhere, offering time and resource
savings. Its adaptability and accessibility are rooted in its low-code
approach, ensuring quick adaptation to evolving requirements and
processes.

Pega Architecture

Pegasystems' BPM architecture centralizes process objects, rules, user


interfaces, and specifications, separating it from other BPM tools like
IBM Lombardi or Oracle BPM. Unlike these tools, Pega avoids the
fragmentation of tools for reporting, process design, integration,
requirement selection, and screen design.

The core competent components of the pega architecture are:


1) Case Management Services:

These support collaborations, data management, integrations, human


and machine work management, automation of documentation, and
low-code app development.

2) BPM Services:

Encompassing process simulation, modelling, routing logic


management, SLA handling, workflow execution, and policy
enforcement.

3) Business Rule Services:

Focused on process integration, execution monitoring, and


management.

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BPM Methodology

Pega follows a structured BPM methodology consisting of five


essential steps:
1) Analysis:

Involves comprehensive exploration and definition of mechanisms to


meet business needs and enhance efficiency, setting the stage for
designing solutions.

2) Design:

It Develops workflows involving human-to-human, system-to-system,


or human-to-system interactions, emphasizing error reduction and
adherence to standard operating procedures.

3) Business Rules Engine

It implements a model-driven approach to control process execution.

4) Execution

Requires monitoring processes to collect performance, error, and


compliance data, using testing to assess BPM solutions against design
templates and KPIs.

5) Monitoring and Optimization

Focuses on modelling and data tracking to identify areas for


improvement, ultimately enhancing productivity and value.

Pega PRPC

PRPC, or Pega Rules Process Commander, serves as the central


component of PegaSystems. PRPC is a model-driven platform that
eliminates the need for coding in languages like Java, HTML, SQL, and
CSS.

PRPC comprises two units:

Process Commander: A pre-installed rule set that facilitates


development and customization.
Pega Rules: A Java-based Rules Engine.
PRPC streamlines and automates business processes, integrating
diverse functions into a single cohesive system. Its uses range from
automating, recording, and streamlining business processes to
managing data effectively.

What are the uses of PRPC ?

PRPC offers several advantages:

Cost-effective, efficient, and rapid development.


Customer-centric approach.
Reduces business risks, duplication, and errors.
Enhances productivity while reducing IT costs.
Provides enhanced security.
It adapts easily to evolving business needs.

Efficiency of BPM workflow tools

BPM tools offer comprehensive capabilities, including workflow


management, form generation, business rule engines, analytics, and
integrations. These tools enable businesses to leverage data, generate
metrics, and define standard and custom reports. They simplify
complex workflows, support the creation of intricate business rules,
facilitate web-form development, and promote collaboration.

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Benefits of BPM

Pega BPM software enhances business process efficiencies by:

Offering cost-effective, efficient, and rapid development.


Prioritizing customer-centric solutions.
Reducing business risks, duplication, and errors.
Enhancing productivity while lowering IT costs.
Ensuring improved security.
Adapting seamlessly to evolving business needs.

Basic Differences between the BPM and Code level


management
While BPM shares similarities with code-level management, it offers
unique capabilities:

BPM focuses on operational efficiencies, while low-code


platforms expedite operations.
BPM connects processes and functions across organizations,
making it accessible to non-developers with minimal coding
knowledge.
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Features of the Pega BPM

Pega BPM boasts several key features that empower organizations to


streamline their business processes effectively:

Quick Integration with IT Infrastructure: Pega BPM seamlessly


integrates with your existing IT infrastructure, facilitating a
swift and efficient transition.
Service-Oriented Architecture: Pega follows a service-oriented
architecture (SOA) approach, ensuring flexibility and scalability
in your business processes.
Rules-Driven Process Alignment: Pega BPM emphasizes rules-
driven alignment of business processes, allowing for
consistency and adherence to predefined rules and guidelines.
Intuitive Mapping and Simulation: The platform provides an
intuitive mapping and simulation of business processes,
enabling users to visualize and optimize workflows easily.
Interactive Real-Time View: Pega BPM offers an interactive,
real-time view of activities across your entire enterprise,
enhancing transparency and decision-making.

Phases of the Pega BPM software:


Pega BPM is structured into five distinct phases, each contributing to
the efficient execution of business processes:

Model Phase:

In the Model phase, Pega BPM aids in identifying, describing, and


representing the complete mechanism of your processes. This phase
promotes easy comprehension and effective communication of
process details.

Execute Phase:

The Execute phase focuses on developing and enforcing the


procedures necessary for repetitive process execution. Automation is
extended to its maximum potential during this phase, streamlining
operations.

Control Phase:

The Control phase plays a vital role in maintaining a smooth flow of


processes. It ensures that methods are well-monitored and managed,
reducing disruptions and bottlenecks.

Monitor Phase:

During the Monitor phase, meaningful and observable data is


collected to ensure process consistency and the achievement of
desired value and benefits. This phase emphasizes performance and
compliance monitoring.

Optimize Phase:

The Optimize phase leverages the data collected to refine and enhance
the modelling process. It assesses the gathered insights to identify
further improvements in the process, promoting continuous
optimization.

These phases collectively form a structured approach to business


process management, allowing companies to efficiently model,
execute, control, monitor, and optimize their processes for sustained
success.
Advantages and disadvantages of pega BPM

The advantages of the pega BPM are:

Unified system architecture.


Integration of predictive analytics and business rule
management.
Innovative solutions at competitive prices.
Interactive desktop exploration and robotic process
automation capabilities.
Versatile data structures like "Data Pages."

Disadvantages of Pega BPM include:

Learning curve, particularly with Pega 7.


Challenges in finding resources with Pega 7 expertise.
Limited promotion of Pega 7 and Pega Express as standalone
iBPMS channels.
Cost concerns for larger enterprises relative to value.

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Future and Scope of Pega BPM:

Pega's future in BPM and CRM applications remains promising, with


numerous large and local companies adopting it for service and
product development. Developments in Pega include AI integration
and application digitalization, making it an essential player in
emerging technologies. Pega empowers development teams to create
versatile applications, including web services, CRM solutions, and user
interfaces. Its reusability and reliability position it as a valuable asset
for constant innovation and fostering loyal multi-channel customer
relationships. Pega developers are in high demand, reflecting the
bright prospects of Pega BPM.

Applications of BPM Software

BPM software finds applications in diverse areas such as compliance,


complaint management, loan origination, project management,
invoice processing, account management, employee onboarding, and
expense reporting.

Choosing the Right BPM Tool

Selecting the right BPM tool involves considering factors like cost,
hosting options, usability, responsiveness, and integrations. Costs may
vary based on factors such as user base size, customization options,
on-site vs. cloud software, and more. Usability plays a crucial role in
user adoption and technical proficiency. Automation depends on
proper integration, while responsive web design ensures an intuitive
user experience. Hosting options should align with the organization's
resources and scalability needs.

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Conclusion

PEGA became a great tool in the software ecosystem. The features


and benefits of PEGA acquired more customer base as they are a user
friendly and integrated system. The RPA version has paved the way in
emerging technologies by process of automation. Its AI or Software
Robots have fit in today’s industrial advancements. PEGA’s various
features attracted users to look into it. In this article, we have provided
the necessary information regarding PEGA. If you need further details
regarding training and online sessions, contact us.

Related Articles:

Pega Testing
Pega Vs Salesforce
Pega Versions
Pega Frameworks

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About Author

Kavya Gowda

Kavya works for HKR Trainings institute as a technical writer with


diverse experience in many kinds of technology-related content
development. She holds a graduate education in the Computer science
and Engineering stream. She has cultivated strong technical skills from
reading tech blogs and also doing a lot of research related to content.
She manages to write great content in many fields like Programming &
Frameworks, Enterprise Integration, Web Development, SAP, and
Business Process Management (BPM). Connect her on LinkedIn and
Twitter.

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