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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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19
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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
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