BPM, Workflow, and Case

Dear group,

I am new one in this group. But I am exited being among experts who will assist me as much they can. We have recently implemented IBM Filenet and BPM solutions in our central bank and now making plan to upgrade towards BAW. I need to ask after  upgrade, how will ask BAW from mobile devices?

regards

asad

------------------------------
Asad Rauf
------------------------------

For your BPM solutions this is going to largely depend on how you created the Coaches for the UI components.  The Brazos UI toolkit from BP3 uses Bootstrap to allow for proper formatting for coaches on IBM BPM solutions.  IBM has gone through a number of different toolkits over the years.  Some of them were completely unaware of Mobile and will result in a very bad navigation experience.  One of the later ones did have an option to create a mobile experience, but you had to explicitly configure the Desktop / Tablet / Phone setting when creating the UI.

I'm not sure if the most recent UI toolkit follows that paradigm or handles UI changes more seamlessly.

I believe the portal on 8.6 and above (if you are using the OOTB portal) does adapt for mobile use cases, although I honestly feel that the experience is not well thought out.

I can't speak to FileNet at all.

------------------------------
Andrew Paier
------------------------------

Original Message:
Sent: Wed May 06, 2020 01:34 AM
From: Asad Rauf
Subject: Workflow from Mobile

Dear group,

I am new one in this group. But I am exited being among experts who will assist me as much they can. We have recently implemented IBM Filenet and BPM solutions in our central bank and now making plan to upgrade towards BAW. I need to ask after  upgrade, how will ask BAW from mobile devices?

regards

asad

------------------------------
Asad Rauf
------------------------------

hi,

Thanks for your reply which give some good understanding. But so far we have good experience with BPM version 8.6 when using mobile. Now I have some different understanding for BAW. As conceived from local partner after switched to BAW there should be one platform for BPM and FileNet. The Case Manager will be front end of workflow. Do you have any idea on this.  My question was pointed to this. After switched to BAW, is there be one interface from we work on mobile devices or separately ?

Thanks


------------------------------
Asad Rauf
------------------------------

Original Message:
Sent: Wed May 06, 2020 12:00 PM
From: Andrew Paier
Subject: Workflow from Mobile

For your BPM solutions this is going to largely depend on how you created the Coaches for the UI components.  The Brazos UI toolkit from BP3 uses Bootstrap to allow for proper formatting for coaches on IBM BPM solutions.  IBM has gone through a number of different toolkits over the years.  Some of them were completely unaware of Mobile and will result in a very bad navigation experience.  One of the later ones did have an option to create a mobile experience, but you had to explicitly configure the Desktop / Tablet / Phone setting when creating the UI.

I'm not sure if the most recent UI toolkit follows that paradigm or handles UI changes more seamlessly.

I believe the portal on 8.6 and above (if you are using the OOTB portal) does adapt for mobile use cases, although I honestly feel that the experience is not well thought out.

I can't speak to FileNet at all.

------------------------------
Andrew Paier

Original Message:
Sent: Wed May 06, 2020 01:34 AM
From: Asad Rauf
Subject: Workflow from Mobile

Dear group,

I am new one in this group. But I am exited being among experts who will assist me as much they can. We have recently implemented IBM Filenet and BPM solutions in our central bank and now making plan to upgrade towards BAW. I need to ask after  upgrade, how will ask BAW from mobile devices?

regards

asad

------------------------------
Asad Rauf
------------------------------

IBM indicated this was going to be what happened 2 years ago @ Think.  The way it was presented was that FileNet / Case was going to take over everything and all the UI would be done through those systems / technologies.  (This may have been in part because the sessions I went to were being run by people who were the Product Managers of the FileNet / Case stack).

Fast forward 2 years.  ​We have many clients who are now on BAW (both 18.x and 19.x).  None of them were legacy FileNet / Case customers, so they are all coming at this from the BPM legacy.  Some are on prem, some on cloud.  For ALL of them there has yet to be any change in how they are using their solutions.  They still go to the same portal to get tasks and they create their UI's in the WebPD using CoachViews.  

Someone else will have to tell us if Case / FileNet has changed, but as of right now I don't see that they have even gotten to a unified portal across the the 2 stacks for users to get tasks.  You many have entitlements to all these pieces when you get BAW, but I've yet to see that the product offerings have converged.  (I think it is important to note that when I asked 2 years ago I got the impression that the FileNet / Case stack was not yet mobile enabled for their Task inbox.  I could be wrong but that was my take away.)


------------------------------
Andrew Paier
------------------------------

Original Message:
Sent: Thu May 07, 2020 01:20 AM
From: Asad Rauf
Subject: Workflow from Mobile

hi,

Thanks for your reply which give some good understanding. But so far we have good experience with BPM version 8.6 when using mobile. Now I have some different understanding for BAW. As conceived from local partner after switched to BAW there should be one platform for BPM and FileNet. The Case Manager will be front end of workflow. Do you have any idea on this.  My question was pointed to this. After switched to BAW, is there be one interface from we work on mobile devices or separately ?

Thanks


------------------------------
Asad Rauf

Original Message:
Sent: Wed May 06, 2020 12:00 PM
From: Andrew Paier
Subject: Workflow from Mobile

For your BPM solutions this is going to largely depend on how you created the Coaches for the UI components.  The Brazos UI toolkit from BP3 uses Bootstrap to allow for proper formatting for coaches on IBM BPM solutions.  IBM has gone through a number of different toolkits over the years.  Some of them were completely unaware of Mobile and will result in a very bad navigation experience.  One of the later ones did have an option to create a mobile experience, but you had to explicitly configure the Desktop / Tablet / Phone setting when creating the UI.

I'm not sure if the most recent UI toolkit follows that paradigm or handles UI changes more seamlessly.

I believe the portal on 8.6 and above (if you are using the OOTB portal) does adapt for mobile use cases, although I honestly feel that the experience is not well thought out.

I can't speak to FileNet at all.

------------------------------
Andrew Paier

Original Message:
Sent: Wed May 06, 2020 01:34 AM
From: Asad Rauf
Subject: Workflow from Mobile

Dear group,

I am new one in this group. But I am exited being among experts who will assist me as much they can. We have recently implemented IBM Filenet and BPM solutions in our central bank and now making plan to upgrade towards BAW. I need to ask after  upgrade, how will ask BAW from mobile devices?

regards

asad

------------------------------
Asad Rauf
------------------------------

Andrew thanks for wonderful response and same to other friend in group. In fact I am assuming after switched to BAW, we need to migrate our workflow processes build in BPM to Case Manager as front end tool. But from your post it comes things remain unchanged after upgrade. Please correct if I am wrong. 

Warm Regards

------------------------------
Anil Kumar
------------------------------

Original Message:
Sent: Thu May 07, 2020 01:10 PM
From: Andrew Paier
Subject: Workflow from Mobile

IBM indicated this was going to be what happened 2 years ago @ Think.  The way it was presented was that FileNet / Case was going to take over everything and all the UI would be done through those systems / technologies.  (This may have been in part because the sessions I went to were being run by people who were the Product Managers of the FileNet / Case stack).

Fast forward 2 years.  ​We have many clients who are now on BAW (both 18.x and 19.x).  None of them were legacy FileNet / Case customers, so they are all coming at this from the BPM legacy.  Some are on prem, some on cloud.  For ALL of them there has yet to be any change in how they are using their solutions.  They still go to the same portal to get tasks and they create their UI's in the WebPD using CoachViews.  

Someone else will have to tell us if Case / FileNet has changed, but as of right now I don't see that they have even gotten to a unified portal across the the 2 stacks for users to get tasks.  You many have entitlements to all these pieces when you get BAW, but I've yet to see that the product offerings have converged.  (I think it is important to note that when I asked 2 years ago I got the impression that the FileNet / Case stack was not yet mobile enabled for their Task inbox.  I could be wrong but that was my take away.)


------------------------------
Andrew Paier

Original Message:
Sent: Thu May 07, 2020 01:20 AM
From: Asad Rauf
Subject: Workflow from Mobile

hi,

Thanks for your reply which give some good understanding. But so far we have good experience with BPM version 8.6 when using mobile. Now I have some different understanding for BAW. As conceived from local partner after switched to BAW there should be one platform for BPM and FileNet. The Case Manager will be front end of workflow. Do you have any idea on this.  My question was pointed to this. After switched to BAW, is there be one interface from we work on mobile devices or separately ?

Thanks


------------------------------
Asad Rauf

Original Message:
Sent: Wed May 06, 2020 12:00 PM
From: Andrew Paier
Subject: Workflow from Mobile

For your BPM solutions this is going to largely depend on how you created the Coaches for the UI components.  The Brazos UI toolkit from BP3 uses Bootstrap to allow for proper formatting for coaches on IBM BPM solutions.  IBM has gone through a number of different toolkits over the years.  Some of them were completely unaware of Mobile and will result in a very bad navigation experience.  One of the later ones did have an option to create a mobile experience, but you had to explicitly configure the Desktop / Tablet / Phone setting when creating the UI.

I'm not sure if the most recent UI toolkit follows that paradigm or handles UI changes more seamlessly.

I believe the portal on 8.6 and above (if you are using the OOTB portal) does adapt for mobile use cases, although I honestly feel that the experience is not well thought out.

I can't speak to FileNet at all.

------------------------------
Andrew Paier

Original Message:
Sent: Wed May 06, 2020 01:34 AM
From: Asad Rauf
Subject: Workflow from Mobile

Dear group,

I am new one in this group. But I am exited being among experts who will assist me as much they can. We have recently implemented IBM Filenet and BPM solutions in our central bank and now making plan to upgrade towards BAW. I need to ask after  upgrade, how will ask BAW from mobile devices?

regards

asad

------------------------------
Asad Rauf
------------------------------

You are correct, things will remain unchanged after you upgrade. The Process Portal is still there, and your coaches still behave the same. I have not done much investigation into whether IBM has made any progress on making Navigator the default portal.

------------------------------
Brian French
Managing Partner
Salient Process, Inc
------------------------------

Original Message:
Sent: Thu May 07, 2020 02:09 PM
From: Anil Kumar
Subject: Workflow from Mobile

Andrew thanks for wonderful response and same to other friend in group. In fact I am assuming after switched to BAW, we need to migrate our workflow processes build in BPM to Case Manager as front end tool. But from your post it comes things remain unchanged after upgrade. Please correct if I am wrong. 

Warm Regards

------------------------------
Anil Kumar

Original Message:
Sent: Thu May 07, 2020 01:10 PM
From: Andrew Paier
Subject: Workflow from Mobile

IBM indicated this was going to be what happened 2 years ago @ Think.  The way it was presented was that FileNet / Case was going to take over everything and all the UI would be done through those systems / technologies.  (This may have been in part because the sessions I went to were being run by people who were the Product Managers of the FileNet / Case stack).

Fast forward 2 years.  ​We have many clients who are now on BAW (both 18.x and 19.x).  None of them were legacy FileNet / Case customers, so they are all coming at this from the BPM legacy.  Some are on prem, some on cloud.  For ALL of them there has yet to be any change in how they are using their solutions.  They still go to the same portal to get tasks and they create their UI's in the WebPD using CoachViews.  

Someone else will have to tell us if Case / FileNet has changed, but as of right now I don't see that they have even gotten to a unified portal across the the 2 stacks for users to get tasks.  You many have entitlements to all these pieces when you get BAW, but I've yet to see that the product offerings have converged.  (I think it is important to note that when I asked 2 years ago I got the impression that the FileNet / Case stack was not yet mobile enabled for their Task inbox.  I could be wrong but that was my take away.)


------------------------------
Andrew Paier

Original Message:
Sent: Thu May 07, 2020 01:20 AM
From: Asad Rauf
Subject: Workflow from Mobile

hi,

Thanks for your reply which give some good understanding. But so far we have good experience with BPM version 8.6 when using mobile. Now I have some different understanding for BAW. As conceived from local partner after switched to BAW there should be one platform for BPM and FileNet. The Case Manager will be front end of workflow. Do you have any idea on this.  My question was pointed to this. After switched to BAW, is there be one interface from we work on mobile devices or separately ?

Thanks


------------------------------
Asad Rauf

Original Message:
Sent: Wed May 06, 2020 12:00 PM
From: Andrew Paier
Subject: Workflow from Mobile

For your BPM solutions this is going to largely depend on how you created the Coaches for the UI components.  The Brazos UI toolkit from BP3 uses Bootstrap to allow for proper formatting for coaches on IBM BPM solutions.  IBM has gone through a number of different toolkits over the years.  Some of them were completely unaware of Mobile and will result in a very bad navigation experience.  One of the later ones did have an option to create a mobile experience, but you had to explicitly configure the Desktop / Tablet / Phone setting when creating the UI.

I'm not sure if the most recent UI toolkit follows that paradigm or handles UI changes more seamlessly.

I believe the portal on 8.6 and above (if you are using the OOTB portal) does adapt for mobile use cases, although I honestly feel that the experience is not well thought out.

I can't speak to FileNet at all.

------------------------------
Andrew Paier

Original Message:
Sent: Wed May 06, 2020 01:34 AM
From: Asad Rauf
Subject: Workflow from Mobile

Dear group,

I am new one in this group. But I am exited being among experts who will assist me as much they can. We have recently implemented IBM Filenet and BPM solutions in our central bank and now making plan to upgrade towards BAW. I need to ask after  upgrade, how will ask BAW from mobile devices?

regards

asad

------------------------------
Asad Rauf
------------------------------

Just to add to @Andrew Paier's response, the portal which is part of BAW is responsive. So, it can be accessed from mobile browsers and may end up looking decently well. But the challenge is with the Coaches that are built as part of the implementation. Care should be taken that they are responsive as well. More precisely, you will have to wrap your coaches with Responsive Sensor (https://www.ibm.com/support/knowledgecenter/SS8JB4/com.ibm.wbpm.ref.doc/topics/spk_ui_tkt_responsive_sensor.html) to detect the device on which the page is being loaded on and adjust layout accordingly. 

For example, a form with horizontal layout can be switched to vertical layout to show the form controls one below the other, if the Responsive Sensor detects the coach is loaded in mobile. 

Hope this helps. 

I can't speak of Filenet as well. :) 

​

------------------------------
Pavan Andhukuri
------------------------------

Original Message:
Sent: Wed May 06, 2020 01:34 AM
From: Asad Rauf
Subject: Workflow from Mobile

Dear group,

I am new one in this group. But I am exited being among experts who will assist me as much they can. We have recently implemented IBM Filenet and BPM solutions in our central bank and now making plan to upgrade towards BAW. I need to ask after  upgrade, how will ask BAW from mobile devices?

regards

asad

------------------------------
Asad Rauf
------------------------------