IBM Process Automation

Manager Open Edition

Level 2 Client Presentation

Derek Roy, Advisory Technical Content Professional

Derek.Raymond.Roy@ibm.com

Alex Feinberg, Principal Software Architect

feinberg@us.ibm.com
Prior to this presentation

Make sure to take the pre-requisite:

• Business Automation Manager Open
Editions Fundamentals Level 1 course

There is also a co-requisite:

• Decision Manager Open Edition
Level 2 Client Presentation
of CEOs emphasize
the need to aggressively
pursue operational
agility and flexibility.
- 2021 IBM IBV CEO Study1
 Workflow automation market

CAGR for 2022 to 2030

of more than 23%

$78 billion
market size by
2030

95% of IT and
engineering leaders
believe their companies
prioritize workflow
automation

Source: GlobeNewswire on an Acumen Research and Consulting report

June 14, 2022, Workflow Automation Market to Cross US$ 78 Billion by 2030
Why companies are choosing to automate business

Save Reduce OPEX Increase Reduce

time and increase profits efficiency errors

Standardization Auditable Customer Improve

and compliance records experience scalability
“Transformations to
improve performance
have a

70%
chance of failure”

- McKinsey
The truth about digital transformation and automation

Lack of communication Implementing one-off projects

between IT departments over complete solutions.
and business experts.

Failure to adapt to Automating processes that

market conditions. are inefficient or faulty.
Business Process Management (BPM)

BPM projects deliver Discover Model

30-50% productivity gains

Analyze Measure
BPM projects have an internal
rate of return of more than 15%
Improve Optimize

BPM can improve customer

satisfaction by 30% Automate
IBM Process Automation Manager Open Edition
Process Automation Manager overview
Product benefits
Reduce costs

Change more quickly

Improve productivity

Better utilize experts

Eliminate errors

Focus on new development

Client centric applications

Process driven applications

 Platform components and integrations

/ Business central
Business
users
Process server

Controller App builder Templates

Deploy Process Automation Manager

Embedded, On-premises, and on
Container Platforms
Developers
Platform components

Decision modeling Process modeling

Business central

Form modeling

Process and task

Rules authoring management
Platform components

Business rules
Process server

Process execution DMN execution

execution

FEEL
jBPM Drools
Full compliance

Case Complex event Multi threading

management processing strategies
Authoring Environment

• Associate Process Manager

• Citizen developer
• Case manager
• Java developer
• IT system admin
• Knowledge worker
• Process administrator
• Senior process manager
Administrative
interfaces

Manage Track
• Process definitions • Task inbox
• Process instances • Process reports
• Tasks • Task reports
• Jobs
• Execution errors
Form modeler

Create forms automatically or manually

Allow customers or internal users to

interact with processes and affect data

Use HTML to design rich forms that

provide a good user experience
Process modeling
Business Process Model and Notation
Business Process Model and Notation
Process implementation

Process
Deployment Actor
descriptor Process task
Variables: Variables:
• clientId • taskClientId
• accountType • taskAccountType
• accountBalance • taskAccountBalance

Group
Case management

Per case runtime

Case File Instance Case comments
strategy

Milestones Stages Ad hoc fragments

Dynamic tasks and

Case identifier Case life cycle
processes
IBM Process Automation Manager
includes IBM Robotic Process
Automation
Robotic Process Automation (RPA)
comes with, and can be used by
Process Automation Manager
• A process or task can kick
off an RPA bot
• An RPA bot can consult a
process or task to collect data
Use case:
A Bank’s process can
call a bot to execute
the required tasks of
opening or closing an
account while ensuring
regulations are
followed
Limited-use license for IBM Robotic
Process Automation
Supporting program to be used in conjunction
with Process Automation Manager
Flat entitlement with 1 virtual server of
Control Center and 1 concurrent
unattended bot
 Process Automation Manager and Robotic Process Automation example

Problem
• A travel agency is breaching guidelines by
allowing bookings to dangerous countries

• The agency will be fined unless this is fixed

Solution
• A bot is written to scrape data from US
travel sites

• The bot is exposed via API

• A BPMN task is created to call the bot

and added to existing flow

• The flow blocks travel if the bot returns

a banned destination

• The problem is solved quickly and cost

effectively with IBM
Putting it all together
Improve operations and achieve
automation goals

Business Central – graphical modeling,

process repositories and project administration

Process Server – process execution with

an underlying “cloud native” framework

Data and process modeling – Use schemas,

html, and BPMN to model forms and processes

IBM Robotic Process Automation – additional

automation to aid in process automation.
IBM Process Automation Manager Open Edition

Automate business processes

Use live data and highly scalable notation
to automate business processes.

Empower business experts and IT

Give both business users and developers
the ability to quickly create and change
business processes.

Optimized for cloud and containers

Host Process Automation Manager
wherever and however is desired with
Red Hat OpenShift.