leveraging bpm workflows for accounts payable processing

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Leveraging BPM Workflows for Accounts Payable Processing

Prepared By:

Brad Bukacek Jr – Fishbowl Solutions

Team Lead of WebCenter Content: Imaging & Business Integration

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■ 7+ years in Oracle technologies▪ Integration Architecture w/ SOA & BPM

▪ Transactional Content Management

▪ J2EE Web Architecture

■ Fishbowl Solutions▪ Team Lead of Imaging & Business

Integration

■ Volunteer for IOUG▪ Select Journal - Middleware

▪ Collaborate Conference Committee - Middleware

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About Fishbowl SolutionsExperience

■Over 700 projects since founding in 1999

■Oracle “Gold” Partner

■Oracle “Public Sector Pillar Partner”

Expertise

■Portals and Content Management

■Enterprise Information Management

■Business Process Automation

Customer Successes

■Across verticals

Award Winning

■Forrester Groundswell Award - Mobile App

■Oracle Excellence Award

■Enterprise 2.0 Blazer

■2009 ECM Architect of the Year

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Leading WebCenter InnovationsWebCenter Mobile WebCenter Portals & Intranets

Google Search Integration 11g Upgrades

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Fishbowl Consulting Services+ WebCenter Content

+ Document Management

+ Digital Asset Management

+ Image & Process Management

+ Forms Recognition

+ WebCenter Portal

+ Employee Intranets

+ Vendor or Partner Extranets

+ Customer Portal

+ ADF / SOA / BPM

+ ERP Integrations

+ Installations, Configuration, Performance Tuning, Solution Design, Development, Implementation

+ Records Management

+ Web Content Management

+ Document Capture

+ Content Consolidation

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Current State of Accounts Payable

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Customer Use Case

■ City Government■ Over 100k invoices per year■ Invoices sent through mail■ Hard to track invoices (lost invoices)■ Average 45 days to pay vendors

■ Standard is net 30

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Low Level Automation

■ Invoices processed manually■ No Change - Scanned & Archived when complete■ Document Security■ Reduce misplaced documents■ Reduce Physical Space

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Mid Level Automation

■ Invoices scanned upon receipt ■ Routed for Data Entry and Indexed

■ Benefits:■ Remove paper from process■ Speeds up process■ Data integrity

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High Level Automation

■ Indexing process triggers workflow for coding, review and approval

■ Benefits:■ Speed up approval process via workflow

■ Leads to vendor discounts■ Reduce late payments■ Better Visibility.

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Building an Automated Process

■ What tools?▪ WebCenter Capture

▪ WebCenter Forms Recognition

▪ WebCenter Content: Imaging

■ What about Workflow?▪ BPM Suite 11g

■ ERP integration

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Oracle BPM Suite 11g

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Oracle BPM Suite 11g

■ Uses SOA Suite 11g to support the integration layer

■ Changes can be realized on-demand instead of make changes and re-deploying application

■ Monitor business processes from start to end

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BPM Form Development

■ Benefits■ Declarative Development - More Rapid■ Metadata-Driven

■ Cons■ Learning Curve■ Browser Issues

■ Used for A/P form

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Approval Workflow

■ Why is it important?

■ Process Analytics▪ Track Invoices

▪ Days for approval

■ Integration with ERP system▪ Complexity depends on ERP system

▪ Data is important

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Building the Workflow

■ Ingest document in WebCenter Content: Imaging

■ Input Agent■ Files: Text, XML, TIFF (Invoice Image)■ Reads text file via interval■ Commits document to imaging repository

■ Triggers BPM workflow

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Workflow Configuration

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BPM Process

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PeopleSoft

Voucher Creation

Composite Applications

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Composite Application

■ Voucher Creation into PeopleSoft■ Web Services■ Staging Tables

■ BPM calls external service■ SOA composite application■ Asynchronous■ Error Handling

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Voucher Service

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Reporting

■ Business Activity Monitoring

■ Transactional data from approval workflow

■ Type of Reports:■ Days of Processing■ Types of Invoices■ Outstanding Invoices■ Tracking Approvals

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Good to know

■ Integration of many different products

■ Understand impact of workflow changes

■ Define trackable data throughout the process■ Approver■ Invoice #■ etc.

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twitter: @bbukacek

Contact Me

Brad Bukacek Jr.

Team Lead | Fishbowl Solutions

Minneapolis, MN

bbukacek@fishbowlsolutions.com

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