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The
Process Automation Map
@berndruecker
https://www.theguardian.com/technology/2018/apr/24/
amazon-jeff-bezos-customer-data-industries
Customer experience
Jakob Freund at CamundaCon 2019
Change is the only constant
„ We don‘t know what we will need tomorrow.
But we do know that we will need something.
We have to be able to move quickly!
CIO of a German insurance company in 2019
During the global pandemic, the metric
for cloud success isn’t cost-efficiency
or even business agility — it’s
velocity. The speed of business
transformation is the most critical
metric for every company recovering from
the pandemic and helping its customers
recover, as well.
Cloud Powers The Adaptive Enterprise, November 2020, Forrester Research, Inc.
Velocity matters
8
„…high-performing
organizations were
consistently twice as likely to
exceed these goals
[profability, market share,
productivity]
as low performers.“
DORA
-> pro code techniques
Process automation
Process automation
is a core enabler of digitalization,
business agility and velocity
Me quoting myself
Process Automation Benefits
Visibility & Confidence:
Understand and manage
how your business
processes run
Business Agility: Be able
to rapidly change and
adapt your business
processes
Time-to-value: Bring
changes to market quicker
Operational Efficiency:
Automate your business in
highly efficient and cost-
effective way
Scale: Enable your
business processes to
handle unexpected
problems or demand
Customer Experience:
Satisfy growing customer
expectations
What is process automation?
My first contact with process automation
Order Fulfillment
Returned Goods Handling
A sample business process: onboarding
Human Task
Management
A sample business process: onboarding
Orchestration
Microservices
(or services)
RPA bots
Code
Functions
…
Also a business process?
Software to Build Software
(to Automate Processes)
Low-Code Developer Friendly
Process
Automation
Task
Automation
Traditional BPMS
iBPMS
RPA
App Integration Tools
Event-Driven
Architecture (EDA)
Integration Frameworks
Batch Jobs
Software Development
Digital Process Automation (DPA)
Workflow engines, process orchestrators, or microservice orchestrators
distributed as OSS product, SaaS, or unproductized OSS project
Data Pipelines
Custom Software Development
Zoom
in
Process
Automation
Tailor-
made
Standard
processes
Software to
build Software
COTS, ERP,
CRM, …
https://www.infoworld.com/article/3617928/understanding-the-process-automation-landscape.html
More guidance please!
The process automation
map
Buy Build
vs.
The story goes that many decades
ago MCI’s Friends & Family discount
plan rapidly gained market share in the
US long-distance business because AT&T’s
systems couldn’t support a change in
rates based on a customer’s “calling
circle.”
- Gregor Hohpe: Revisiting buy vs. build – 3 traps to avoid
Differentiation by
standard software?
Do you need to?
The Process Automation Map
Unique
Standard
Desired
Unnecessary Process Innovation
Process
e.g. accounting software e.g. onboarding process that needs
to include a lot of legacy systems
e.g. insurances using telematics
data
e.g. webshop selling
innovative products
The Process Automation Map
Unique
Standard
Desired
Unnecessary Process Innovation
Process
e.g. accounting software e.g. onboarding process that needs
to include a lot of legacy systems
e.g. insurances using telematics
data
e.g. webshop selling
innovative products
Commercial Off-the-shelf
Tailor-Made
The Process Automation Map
Unique
Standard
Desired
Unnecessary Process Innovation
Process
Process
Task Scope
e.g. accounting software e.g. onboarding process that needs
to include a lot of legacy systems
e.g. insurances using telematics
data
e.g. webshop selling
innovative products
e.g. automating one
single task in a larger
process
e.g. end-to-end processes like
customer onboarding, loan
origination, order fulfillment.
Slow,
expensive …
… and annoying
3-5
minutes
Robotic Process Automation
RPA
RPA
Self-service
Immediate
response
BUT…
Governance
Mixing task and
process automation
Task vs. Process Automation
https://blog.bernd-ruecker.com/how-to-benefit-from-robotic-process-automation-rpa-9edc04430afa
Task
Automation
Process
Automation
Telekom‘s Journey
Camunda Con Live 2020
https://blog.bernd-ruecker.com/process-automation-
in-harmony-with-rpa-720effdb0513
The Process Automation Map
Unique
Standard
Desired
Unnecessary Process Innovation
Process
Process
Task Scope
e.g. accounting software e.g. onboarding process that needs
to include a lot of legacy systems
e.g. insurances using telematics
data
e.g. webshop selling
innovative products
e.g. automating one
single task in a larger
process
e.g. end-to-end processes like
customer onboarding, loan
origination, order fulfillment.
Adjust credit
limit
Verify request
Batch e.g.
1 am
Batches are orthogonal
to the real process!
e.g.
11 pm
Batch
Task
Automation
Process
Automation
The Process Automation Map
Unique
Standard
Desired
Unnecessary
Complex
Simple Process complexity
Process Innovation
Process
Big
Small Scale
Process
Task Scope
Planned
Ad-hoc or
temporary
Project setup
e.g. accounting software e.g. onboarding process that needs
to include a lot of legacy systems
e.g. insurances using telematics
data
e.g. webshop selling
innovative products
e.g. integrating one
standard cloud system
with another
e.g. one business
department solving a
local pain
e.g. end-to-end loan origination
process invoking lots of other
services
e.g. lots of applications, people or
developers involved. Large volume
of instances.
e.g. automating one
single task in a larger
process
e.g. end-to-end processes like
customer onboarding, loan
origination, order fulfillment.
e.g. a budgeted IT project
resulting in an application having
a couple of years life time.
e.g. a one-time data
adjustment for millions
of records
The Process Automation Map
Unique
Standard
Desired
Unnecessary
Complex
Simple Process complexity
Process Innovation
Process
Big
Small Scale
Process
Task Scope
Planned
Ad-hoc or
temporary
Project setup
60
Camunda worked
immediately, straight out
of the box. This solution
allows us to show our
stakeholders where
problems are arising --
adding value without any
added coding.
Dr. Eric Euerlings
Senior Integration Architect
Helsana
Challenge
Switzerland’s largest healthcare insurer
needed a quick and compliant way to quickly
let customers buy insurance products online.
Results with Camunda
“
Selling Insurance Online in 2 Days
Solution
New self-service web portal, let customers
verify their identity and purchase products
directly online. With the ‘Helsana Process
Cockpit’, based on Camunda Optimize, the
team can see the status of all applications
and automatically alerts internal stakeholders
to process issues.
applications processed
in first 3 months
15.000+
Case Study
to complete backend
integration
48 hours
no new code needed to
deliver self-service
documentation portal
0 code
The Process Automation Map
Unique
Standard
Desired
Unnecessary
Complex
Simple Process complexity
Process Innovation
Process
Big
Small Scale
Process
Task Scope
Planned
Ad-hoc or
temporary
Project setup
62
Solution
Seamless integration with the existing Java
infrastructure was a key reason Camunda
was chosen to drive order execution within
300 ms – even at scale. Simple configurability
and process transparency that can be
updated as requirements change drove
Zalando’s choice of Camunda.
Camunda’s open
platform supports our
individual needs in a way that
closed BPM suites just
cannot achieve. Our BPMN
process models are executed
directly, which improved
communication between
business and development,
which also shortens
development cycles.
Marko Lehn
Software Engineering Team Lead
Zalando
Challenge
Zalando is Europe’s largest online platform for
fashion, partnering with over 1,500 brands in
15 European markets. Since 2014, every
order placed by Zalando’s 16 million
customers has been executed by Camunda
Platform. Zalando needed to replace a home-
grown system that was inflexible and difficult
for business stakeholders to use.
Results with Camunda
“
Zalando adds transparent and predictable order
fulfillment at scale… stay calm and shop online
Annual online orders
processed by Zalando using
Camunda
144 million
With documented processes
that align technical reality
and business expectations
Process execution time for
order completion at scale
Case Study
300 ms clarity
The Process Automation Map
Unique
Standard
Desired
Unnecessary
Complex
Simple Process complexity
Process Innovation
Process
Small Scale
Task Scope
Ad-hoc or
temporary
Project setup
Big
Process
Planned
Process Automation + Microservices Orchestration
Checkout
Payment
Inventory
Shipment
@berndruecker
Order
Fulfillment
Checkout
Payment
Inventory
Shipment
@berndruecker
Process Automation + Microservices Orchestration
@berndruecker
Unique
Standard
Desired
Unnecessary
Complex
Simple Process complexity
Process Innovation
Process
Big
Small Scale
Process
Task Scope
Planned
Ad-hoc or temporary Project setup
Sweet
Spots
Commercial Off-the-shelf
Low Code
Tailor-Made
Pro Code
Developer
Friendly
Tools
Pro code vs. low code
Developers Business folks
Process
Automation Low code
development
mail@berndruecker.io
@berndruecker
http://berndruecker.io/
Bernd Ruecker
Co-founder and
Chief Technologist of
Camunda
Camunda
• Source-Available & Developer Friendly
• Supports BPMN
• Mature tooling, widely adopted
• On-prem or cloud
• http://camunda.com/
73
Many use cases (real-life examples)
Industry Pilot Lighthouse Broadscale Sample Clients
Cross-Industry
Approvals
Employee Onboarding
Credit Check
Microservices Orchestration
Centralized Workflow Platform
High Throughput
E2E Process Automation
Legacy BPM Replacement
Cloud Native Applications
IT Service Orchestration
Banking & Finance Asset Management
Customer Onboarding
Loan Origination & Decisioning
ATM Provisioning
Enterprise Platform Development
Trading
Risk Management / Fraud Detection
Insurance Audit
Customer Onboarding
Claim Service & Settlement
Policy Underwriting & Contracts
Integrated KYC
Core System Automation
Risk Management / Fraud Detection
Telecommunication Online Systems Integration
New Product Delivery
Cell Tower Provisioning
Order Management
Contracting, Upgrading, Termination
OSS & BSS
Open Network Automation Platform
(ONAP)
Media & Entertainment
Website Content Delivery
System Process Fallout
Subscription Management
Licensing
Content Distribution
Digital Supply Chain
New Product Development
Fraud Management
Manufacturing &
High Tech
Application prototype
Order Execution
Payments Servicing
Research & Development
Embedded Workflow Automation
Customer Service
Supply Chain
Your glue code to implement the REST call
Your code to provide a REST endpoint
Example: AMQP
Technical Example:
Apache Kafka
Java Spring Boot
Application
Camunda Cloud
Confluent Cloud
Kafka Topic
Zeebe
Worker
Via subscription
Publish record
Kafka
Listener
Via subscription
Correlate to process instance
https://github.com/berndruecker/kafka-camunda-spring-simple
@berndruecker
Kafka Connect
There is much more…
Human
Work
Business
Rules
API IoT Microservice RPA AI
Unique
Standard
Desired
Unnecessary
Complex
Simple Process complexity
Process Innovation
Process
Big
Small Scale
Process
Task Scope
Planned
Ad-hoc or temporary Project setup
Sweet
Spots
Commercial Off-the-shelf
Pro Code
Developer
Friendly
Tools
Low Code
Tailor-Made
Developers
Business folks
Velocity matters
RPA magicians?
Technology
Hipsters?
Unique
Standard
Desired
Unnecessary
Complex
Simple Process complexity
Process Innovation
Process
Big
Small Scale
Process
Task Scope
Planned
Ad-hoc or temporary Project setup
Anti-Patterns
Unique
Standard
Desired
Unnecessary
Complex
Simple Process complexity
Process Innovation
Process
Big
Small Scale
Process
Task Scope
Planned
Ad-hoc or temporary Project setup
Anti-Pattern: Fix missing developer bandwith with low-code
Low Code
Developer
Bandwith
Get Started With
Developer-Friendly DPA
https://ProcessAutomationBook.com/
Free electronic version available
Working code examples
Thank you!
@berndruecker

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JFS 2021 - The Process Automation Map

  • 3. Customer experience Jakob Freund at CamundaCon 2019
  • 4. Change is the only constant „ We don‘t know what we will need tomorrow. But we do know that we will need something. We have to be able to move quickly! CIO of a German insurance company in 2019
  • 5. During the global pandemic, the metric for cloud success isn’t cost-efficiency or even business agility — it’s velocity. The speed of business transformation is the most critical metric for every company recovering from the pandemic and helping its customers recover, as well. Cloud Powers The Adaptive Enterprise, November 2020, Forrester Research, Inc.
  • 7. 8
  • 8. „…high-performing organizations were consistently twice as likely to exceed these goals [profability, market share, productivity] as low performers.“
  • 10. -> pro code techniques
  • 12. Process automation is a core enabler of digitalization, business agility and velocity Me quoting myself
  • 13. Process Automation Benefits Visibility & Confidence: Understand and manage how your business processes run Business Agility: Be able to rapidly change and adapt your business processes Time-to-value: Bring changes to market quicker Operational Efficiency: Automate your business in highly efficient and cost- effective way Scale: Enable your business processes to handle unexpected problems or demand Customer Experience: Satisfy growing customer expectations
  • 14.
  • 15. What is process automation?
  • 16. My first contact with process automation Order Fulfillment Returned Goods Handling
  • 17.
  • 18. A sample business process: onboarding Human Task Management
  • 19. A sample business process: onboarding Orchestration Microservices (or services) RPA bots Code Functions …
  • 20. Also a business process?
  • 21. Software to Build Software (to Automate Processes) Low-Code Developer Friendly Process Automation Task Automation Traditional BPMS iBPMS RPA App Integration Tools Event-Driven Architecture (EDA) Integration Frameworks Batch Jobs Software Development Digital Process Automation (DPA) Workflow engines, process orchestrators, or microservice orchestrators distributed as OSS product, SaaS, or unproductized OSS project Data Pipelines Custom Software Development Zoom in Process Automation Tailor- made Standard processes Software to build Software COTS, ERP, CRM, … https://www.infoworld.com/article/3617928/understanding-the-process-automation-landscape.html
  • 22. More guidance please! The process automation map
  • 24. The story goes that many decades ago MCI’s Friends & Family discount plan rapidly gained market share in the US long-distance business because AT&T’s systems couldn’t support a change in rates based on a customer’s “calling circle.” - Gregor Hohpe: Revisiting buy vs. build – 3 traps to avoid Differentiation by standard software?
  • 25. Do you need to?
  • 26. The Process Automation Map Unique Standard Desired Unnecessary Process Innovation Process e.g. accounting software e.g. onboarding process that needs to include a lot of legacy systems e.g. insurances using telematics data e.g. webshop selling innovative products
  • 27. The Process Automation Map Unique Standard Desired Unnecessary Process Innovation Process e.g. accounting software e.g. onboarding process that needs to include a lot of legacy systems e.g. insurances using telematics data e.g. webshop selling innovative products Commercial Off-the-shelf Tailor-Made
  • 28. The Process Automation Map Unique Standard Desired Unnecessary Process Innovation Process Process Task Scope e.g. accounting software e.g. onboarding process that needs to include a lot of legacy systems e.g. insurances using telematics data e.g. webshop selling innovative products e.g. automating one single task in a larger process e.g. end-to-end processes like customer onboarding, loan origination, order fulfillment.
  • 29.
  • 30. Slow, expensive … … and annoying 3-5 minutes
  • 32. RPA
  • 35. Task vs. Process Automation https://blog.bernd-ruecker.com/how-to-benefit-from-robotic-process-automation-rpa-9edc04430afa Task Automation Process Automation
  • 37. Camunda Con Live 2020 https://blog.bernd-ruecker.com/process-automation- in-harmony-with-rpa-720effdb0513
  • 38. The Process Automation Map Unique Standard Desired Unnecessary Process Innovation Process Process Task Scope e.g. accounting software e.g. onboarding process that needs to include a lot of legacy systems e.g. insurances using telematics data e.g. webshop selling innovative products e.g. automating one single task in a larger process e.g. end-to-end processes like customer onboarding, loan origination, order fulfillment.
  • 39. Adjust credit limit Verify request Batch e.g. 1 am Batches are orthogonal to the real process! e.g. 11 pm Batch Task Automation Process Automation
  • 40. The Process Automation Map Unique Standard Desired Unnecessary Complex Simple Process complexity Process Innovation Process Big Small Scale Process Task Scope Planned Ad-hoc or temporary Project setup e.g. accounting software e.g. onboarding process that needs to include a lot of legacy systems e.g. insurances using telematics data e.g. webshop selling innovative products e.g. integrating one standard cloud system with another e.g. one business department solving a local pain e.g. end-to-end loan origination process invoking lots of other services e.g. lots of applications, people or developers involved. Large volume of instances. e.g. automating one single task in a larger process e.g. end-to-end processes like customer onboarding, loan origination, order fulfillment. e.g. a budgeted IT project resulting in an application having a couple of years life time. e.g. a one-time data adjustment for millions of records
  • 41.
  • 42. The Process Automation Map Unique Standard Desired Unnecessary Complex Simple Process complexity Process Innovation Process Big Small Scale Process Task Scope Planned Ad-hoc or temporary Project setup
  • 43. 60 Camunda worked immediately, straight out of the box. This solution allows us to show our stakeholders where problems are arising -- adding value without any added coding. Dr. Eric Euerlings Senior Integration Architect Helsana Challenge Switzerland’s largest healthcare insurer needed a quick and compliant way to quickly let customers buy insurance products online. Results with Camunda “ Selling Insurance Online in 2 Days Solution New self-service web portal, let customers verify their identity and purchase products directly online. With the ‘Helsana Process Cockpit’, based on Camunda Optimize, the team can see the status of all applications and automatically alerts internal stakeholders to process issues. applications processed in first 3 months 15.000+ Case Study to complete backend integration 48 hours no new code needed to deliver self-service documentation portal 0 code
  • 44. The Process Automation Map Unique Standard Desired Unnecessary Complex Simple Process complexity Process Innovation Process Big Small Scale Process Task Scope Planned Ad-hoc or temporary Project setup
  • 45. 62 Solution Seamless integration with the existing Java infrastructure was a key reason Camunda was chosen to drive order execution within 300 ms – even at scale. Simple configurability and process transparency that can be updated as requirements change drove Zalando’s choice of Camunda. Camunda’s open platform supports our individual needs in a way that closed BPM suites just cannot achieve. Our BPMN process models are executed directly, which improved communication between business and development, which also shortens development cycles. Marko Lehn Software Engineering Team Lead Zalando Challenge Zalando is Europe’s largest online platform for fashion, partnering with over 1,500 brands in 15 European markets. Since 2014, every order placed by Zalando’s 16 million customers has been executed by Camunda Platform. Zalando needed to replace a home- grown system that was inflexible and difficult for business stakeholders to use. Results with Camunda “ Zalando adds transparent and predictable order fulfillment at scale… stay calm and shop online Annual online orders processed by Zalando using Camunda 144 million With documented processes that align technical reality and business expectations Process execution time for order completion at scale Case Study 300 ms clarity
  • 46. The Process Automation Map Unique Standard Desired Unnecessary Complex Simple Process complexity Process Innovation Process Small Scale Task Scope Ad-hoc or temporary Project setup Big Process Planned
  • 47. Process Automation + Microservices Orchestration Checkout Payment Inventory Shipment @berndruecker
  • 49. Unique Standard Desired Unnecessary Complex Simple Process complexity Process Innovation Process Big Small Scale Process Task Scope Planned Ad-hoc or temporary Project setup Sweet Spots Commercial Off-the-shelf Low Code Tailor-Made Pro Code Developer Friendly Tools
  • 50. Pro code vs. low code Developers Business folks Process Automation Low code development
  • 52. Camunda • Source-Available & Developer Friendly • Supports BPMN • Mature tooling, widely adopted • On-prem or cloud • http://camunda.com/
  • 53. 73 Many use cases (real-life examples) Industry Pilot Lighthouse Broadscale Sample Clients Cross-Industry Approvals Employee Onboarding Credit Check Microservices Orchestration Centralized Workflow Platform High Throughput E2E Process Automation Legacy BPM Replacement Cloud Native Applications IT Service Orchestration Banking & Finance Asset Management Customer Onboarding Loan Origination & Decisioning ATM Provisioning Enterprise Platform Development Trading Risk Management / Fraud Detection Insurance Audit Customer Onboarding Claim Service & Settlement Policy Underwriting & Contracts Integrated KYC Core System Automation Risk Management / Fraud Detection Telecommunication Online Systems Integration New Product Delivery Cell Tower Provisioning Order Management Contracting, Upgrading, Termination OSS & BSS Open Network Automation Platform (ONAP) Media & Entertainment Website Content Delivery System Process Fallout Subscription Management Licensing Content Distribution Digital Supply Chain New Product Development Fraud Management Manufacturing & High Tech Application prototype Order Execution Payments Servicing Research & Development Embedded Workflow Automation Customer Service Supply Chain
  • 54. Your glue code to implement the REST call Your code to provide a REST endpoint
  • 56. Technical Example: Apache Kafka Java Spring Boot Application Camunda Cloud Confluent Cloud Kafka Topic Zeebe Worker Via subscription Publish record Kafka Listener Via subscription Correlate to process instance https://github.com/berndruecker/kafka-camunda-spring-simple @berndruecker
  • 58. There is much more…
  • 60. Unique Standard Desired Unnecessary Complex Simple Process complexity Process Innovation Process Big Small Scale Process Task Scope Planned Ad-hoc or temporary Project setup Sweet Spots Commercial Off-the-shelf Pro Code Developer Friendly Tools Low Code Tailor-Made Developers Business folks
  • 64. Unique Standard Desired Unnecessary Complex Simple Process complexity Process Innovation Process Big Small Scale Process Task Scope Planned Ad-hoc or temporary Project setup Anti-Patterns
  • 65. Unique Standard Desired Unnecessary Complex Simple Process complexity Process Innovation Process Big Small Scale Process Task Scope Planned Ad-hoc or temporary Project setup Anti-Pattern: Fix missing developer bandwith with low-code Low Code Developer Bandwith
  • 66. Get Started With Developer-Friendly DPA https://ProcessAutomationBook.com/ Free electronic version available Working code examples