Be Informed 4: Dynamic Case Management Software Platform Overview

1. Be Informed 4 Dr. Brand Niemann Director and Senior Enterprise Architect – Data Scientist Semantic Community AOL Government Blogger January 5, 2012

2. Overview • Today I am in the Netherlands learning about Be Informed 4 from Menno Gulpers, Knowledge Architect - Chief Trainer, with the Be Informed Academy. • Be Informed 4 is a advanced software platform for both business and technology people to build dynamic case management applications. • Be Informed 4 enables organizations to realize knowledge intensive administrative processes where complex decisions have to be made on a regular basis.

3. Be Informed http://www.beinformed.com/

4. Separation of Concerns:Business Speak and Technology Speak

5. Be Informed is anIntegrated Modeling Environment

6. Case Management To performing activities towards a goal that usually have pre and post conditions, etc.

7. Products and Decisions To show the logic of making a decision with conditions that reference data and calculations and logic operations

8. Registration To show data objects and relationships

9. Interaction To define contents of a role-based portal, or legacy system interfaces

10. Overview • This morning Menno gave me the Be Informed Practitioner training and demonstrations of how to build an application and this afternoon he guided me in building the Housing Benefit Application shown in the next slides. • As you can see the Model = Design + Application + Documentation and all of the them are Semantic Services. • Be Informed 4 is a major achievement in agile development for business and technology people that does not require conventional software development.

11. Housing Benefit Application • Create the Models: • Customer Register • Benefit Request • Eligibility Model • Publish a Decision Document • Create a Portal Model • Run the Model on the Web • Refine the Models

12. Create the Models PC Desktop Studio

13. Run the Model on the Web http://localhost:8080/webui/webapp/

14. Additional Slides • Recreate Training Steps • PowerPoint with Recording • Example of Each of Four MetaModel Types • Examples: • DoD DCMO • VA Health Benefits Blue Button Personal Health Record • Enterprise Model Patterns by David Hay • EPA Envirofacts Warehouse • FAA NextGen • UDEF • etc.

15. Housing Benefit • Overview of Target Operating Model: • User Role • Applicant • Case Handler • Portal • Benefits • Customers • Product • Housing Benefit • Case • Benefit Request • Registration • Customer Registration

16. Housing Benefit • In this exercise we will create a model within this Target Operating Model (TOM). • Note: The TOM will be generated at any time, you do not have to create it. • Steps: • 1 Customer Registration • 2 Case (1 Deep) • 3 Portals • 4 Case 2 (2 Deep) • 5 Case Preconditions • 6 Subcase • 7 Profiles

17. 1 Customer Registration • Model Customer Registration • Object Customer • Social Security Number • Name • Address (Dutch Address) • Date of Birth • Age (Implicit)

18. 1 Customer Registration

19. 2 Case (1 Deep) • Model the Case with the most important artifacts • Lookup the Customer • Model the Eligibility: • Applicant must live in an independent rental house • Applicant’s income must be lower than Euro 2000 • Applicant’s savings should not exceed Euro 27500 • Applicant’s rent must be less that Euro 300 • Publish the Decision Model • Run the Model • Create a Portal Concept first and then open: • http://localhost8080/webui/webapp/

20. 2 Case (1 Deep)

21. 3 Portals • Create Two Portals • Customers • Benefits • Create Two User Roles • Applicant • Case Handler

22. Export to OWL

23. Decision Engine

24. Decision Panel

25. Decision Service

26. Decision Engine

27. White Papers F.A. (Frank) Buytendijk, Chief Marketing Officer Gartner BPM Summit 2011: Be Informed Embrace ComplexityWith 20 years of focused IT experience, at Gartner Frank Buytendijk was a Research Vice President and Lead Analyst for business intelligence and corporate performance management. As a Global Vice President at Oracle, Frank was responsible for a large part of the Hyperion Global Business Unit, and he later founded and ran the company's global thought leadership program. Frank is also the author of various strategy books. http://www.beinformed.com/BeInformed/website/en/EN/White_Papers

28. No Process Blog http://www.noprocess.org/

29. System of System Building Process • Best Content to a Knowledgebase (MindTouch): • Documents and Data Sets • Semantic Extraction and Search of the Knowledgebase (SIRA and Textrium): • Documents • Knowledgebase to Spreadsheet (Excel): • Linked Data to Subparts of the Knowledgebase • Excel to Dashboard (Spotfire): • Data Integration and Interoperability Interface • Spotfire Dashboard to Dynamic Case Management (Be Informed): • Structured Process for Updating the Dashboard

31. My Ideas • Be Informed can be used to improve data collection from Web Sites in general, especially where spreadsheets are used, and users are left to their own discretion as to the quality and quantity of data they enter and submit. • It is possible to reach a level of trust by clients with use of Be Informed that they would see that the cost of pilots are less than the cost of the formal procurement process and the cost of implementations are significantly less than the cost of their legacy systems.

32. Highlights from Practitioner Slides • Model the goal and what is needed to achieve it, not the order of activities • “Manually consolidate up front” • “Analysts specify business aspects, computers consolidate into processes” • First describe at high level, after that specify further • Model = Design + Application + Documentation or Model = [Design + Application + Documentation] • Business modeling ≠ systems development • 4 layers of knowledge: Interface, business processes, model, and content • Tests are created in Excel

33. Insight • Welcome to Insight, Be Informed's knowledge base. Insight contains detailed information about Be Informed products, services and implementation methodology. Insight is extended on a continuous based with more solutions and more information.   • We have created an account for you with the following details: • User: • Password: • This account has been created for personal use only, and may not be shared with others.  Using this account means you comply to these terms of use.  • If others in your organization also require access to Insight, they should request so and should use their own email account for verification purposes.  • Your account is set up to expire by the end of 2012.  If you no longer want to use Insight please unsubscribe via the link at the end of the Insight update notification email.

34. Insight https://insight.beinformed.com/ExternePublicaties/InsightExternal/insight_ext/

35. Non-Disclosure Agreement Three Pages

36. Installation Save to Stick

37. Launch This Window Stays Open

38. Be Informed 4 – They really got it! http://semanticommunity.info/AOL_Government/Be_Informed_4_-_They_really_got_it!

39. Specifying Flexible Business Processes using Pre and Post Conditions

40. Specifying Flexible Business Processes using Pre and Post Conditions

41. Specifying Flexible Business Processes using Pre and Post Conditions

42. Specifying Flexible Business Processes using Pre and Post Conditions

43. Specifying Flexible Business Processes using Pre and Post Conditions

44. Specifying Flexible Business Processes using Pre and Post Conditions

45. Public Policy Making:The 21st Century Perspective http://semanticommunity.info/AOL_Government/Be_Informed_4_-_They_really_got_it!#Public_Policy_Making.3a_The_21st_Century_Perspective

46. Public Policy Making:The 21st Century Perspective

47. Public Policy Making:The 21st Century Perspective

48. Public Policy Making:The 21st Century Perspective

49. Public Policy Making:The 21st Century Perspective

50. Public Policy Making:The 21st Century Perspective