1、Enterprise Workflow,Enterprise Workflow Team Phase 1 Report,Jim Phelps, DoIT UW-Madison,Agenda,Definitions and examples Process the team followed Results: Current Capabilities Peer Institutions Analysis of Enterprise Workflow Components Infrastructure requirements Critical Success Factors Summary an
2、d Next Steps,Definition of Workflow,Workflow: The automation of a business process, in whole or in part, in which work items (objects) are passed from one participant (role) to another for action, according to a set of procedural rules (business rules).1 Enterprise Workflow (E.W.): Workflow that is
3、campus wide and spans multiple ERP applications. E.W. is less of a product and more of a unifying framework and a measure of enterprise application integration.,1 John Mann, “Workflow and Enterprise Application Integration”, www.ebizQ.net,Examples,High Volume Work with Many Workers Purchase Orders,
4、Insurance Claims, New HiresSeldom Performed Work with Complex Rules Year-end Accounting, TaxesHighly Parallel Work Shotgun Gene Sequencing - Human Genome Project,Team Members,Judy Caruso Carrie Regenstein,Todd Friske Dirk Herr-Hoyman Bob Mayville Cathy OBryan Jim Phelps John Schmitz,Enterprise Workf
5、low Team Mission,Summarize DoITs current capabilitiesReview peer institutionsAssess what is needed for an Enterprise Workflow (E.W.) solution,Current Capabilities,ERP Packages: Lawson, PeopleSoft and OracleContent Management and other SystemsIn-house applications,Lawson,Includes a workflow component
6、 called ProcessFlow. Integrated with Lawson applications.,PeopleSoft Workflow,Part of PeopleTools In production for Student Financial Services: Return of Title IV Funds. Seven other prototypes built, not in ISIS upgrade:,Oracle Workflow,Stand-alone development tool which can link to any Oracle DB. C
7、ore technology of Oracle Apps 11i (Platform for CBS).,Content Management Systems,DocuShare- Authoring and editing workflow.Oracle iFS (Internet File Server - similar features to DocuShare)- WebCT Vista built on this system.- This will use the Oracle Workflow engine.- Will control the flow of documen
8、ts from students to faculty.,And what about,CIS System on Platform - homegrown change management systemDoITs Travel Approval SystemDiscretionary Compensation Adjustment (DCA)Not to mention all of the people running around Campus getting forms signed by Deans, Chairs, etc,Current Capabilities,DoIT ha
9、s several workflow solutions in place at various levels of the organization.Enterprise Workflow might take advantage of these systems.,Peer Institutions,A questionnaire about Enterprise Workflow was sent out to CIC mailing list and the CSG mailing list. We also talked with individuals at various mee
10、tings around the country.We received the following replies,Peers - Those who have,Peers - Those who use,Peer Institutions,1 Institution (U Minn) has an Enterprise Workflow solution.2 Others are building their own.Most are like us: using the workflow capabilities within major applications.,AU/S Analy
11、sis,Acronyms Used / Slide,The Analysis of Enterprise Workflow (E.W.),1) Key Components2) Sample Architecture3) Critical Success Factors,Key Components for E.W.,Version Control,Creating Transparency,Sample E.W. Architecture,Role Definition Granularity = Business Rule Granularity,Digital Signature Sys
12、tem,Cross Application AuthN/Z System,Institutional Data distributed throughout the Enterprise.,Sample E.W. Architecture,(MOM),Critical Success Factor (CSF) Analysis,Start with the Mission Statement. Look at the High Level Goals. Break the High Level Goals into individual success factors.,CSF Highlig
13、hts!,14 / 72 CSF have to do with Change Management. (Cultural change, communication, adoption of technology). We will need integrated and comprehensive test and validation environment for the development and management of the Workflow application. We will need a workflow “simulation” system that is
14、a reasonable facsimile of the production environment for developing and debugging individual workflows. Distributed management functions with secure access control.,Summary of the Analysis,Workflow systems can create transparency. Version control will be tricky. There are lots of technology gaps: fi
15、ne grained role definitions, an enterprise authN/Z system, digital signatures, service and object discovery and management systems. Change Management, distributed administration and test beds are critical factors.,Summary - Overall,Workflow within DoIT applications is ongoing and expanding.Enterpris
16、e Workflow will expand the definition of Institutional Data and data held in individual offices may become integral to Enterprise Workflow.The business rules will need to be thoughtfully analyzed, optimized and documented before the structure of the workflow can be formalized.E.W. is less of a produ
17、ct and more of a unifying framework and a measure of enterprise application integration.The study of E.W. turned out to be a good gap analysis for future development of enterprise IT.,Next Steps,Presentation on Enterprise Workflow at the Architecture Open Forum in December (1:30 Dec 10th, Memorial U
18、nion). Gather the DoIT ERP and Content Management people together to analyze the current workflow capabilities. Explore a strategy in which each of the application workflows continues to be used. Explore integration across the workflow applications (e.g. triggers between systems) as appropriate.,Thank you,Jim Phelps, DoIT UW-Madison MTeam 14Nov2002,Judy Caruso Todd Friske Dirk Herr-Hoyman Bob Mayville Cathy OBryan Jim Phelps Carrie Regenstein John Schmitz,Enterprise Workflow Team,
