The User-Trained Agent has an EYE on Goals

This is Papyrus Platform specific information related to ‘Adaptive Process and Goal Orientation‘.

Rather than the approach chosen by Social-BPM or other collaborative process design tools, Papyrus pushes for ‘Design by Doing’ where the users are empowered to create processes interactively without analysis and then can execute or change as required. Therefore the Papyrus ACM (Adaptive Case Management) implementation is especially suited for the knowledge workers who produce the high-value, innovation workload of a business – without which it will not survive or at least fall behind against the competition.

ISIS Papyrus Platform and Adaptive Case Management utilizes adaptive technology to provide business user access to data and content in structured and unstructured processes. Authorizes user can at any point in time add data entities, content, rules, or participants and assign work tasks to them. The tasks can be standalone or linked by dependencies or rules to other tasks. Because of the object-oriented models stored in the object-relational database, all elements of an executed process are available and can be archived. The process can even be ‘restarted’ and resimulated while watching it play out as it was executed along a timeline scale. A Gantt chart is used to display the process as a PLAN with activities and GOALS. But at any point in time it is possible to turn to the BPMN chart display, that will show all tasks, even the ones that were added by the UTA on the fly. This is how flexible the direct model execution is to man and machine.

Papyrus ACM – BPMN View in user Inbox

Papyrus uses the patented User-Trained Agent that will recommend next steps to the business users based on choices made by previous user roles. These choices are however not made in terms of which steps were followed in which sequence, but which data patterns were the repeated pattern for a follow-on action. The process is termed Transductive Training. Even without the User-Trained Agent, the process engine will expose to the user all the possible next steps in terms of fulfilled prerequisites and — if so defined — will select the fastest or lowest-cost step leading to the same goal outcome. Actor roles can be assigned to act based on shortest work queue or round-robin.

All aspects and information of the execution runtime is exposed within the system and therefore it is very easy to define charts displays to show process execution monitoring, activity monitoring or performance indicators from the real business data in real-time. Users can enter business rules at runtime to create additional goals and monitor their effectiveness immediately. Using sample data, processes can be simulated in a safe TEST sandbox environment.

User presentation of the processes, goals and outcomes is through the Papyrus EYE Widgets user interface that presents all data entities in a user-definable manner. The presentation is either through the Papyrus EYE Desktop or the Payprus EYE GUI in Flash. Other graphics engines are also being developed as is presentation to Mobile platforms such as the WebArchive support for the iPhone. Because all data entities are modeled in the repository it is simple to create GUIs, rules, content and validate them for correctness.

ACM Dashboard in Papyrus Platform

A key difference to all other BPM and Case Management products (adaptive, agile or dynamic) is the state-of-the art embedded content management capability of the Papyrus Platform. The inbound and outbound content software functions can be instantiated on any node and mostly any number of times. A complex network of automated and intelligent agents can be set up to execute in any kind of complexity required. Peer-to-peer node communication powers the Papyrus enterprise service bus with its long list of messaging (i.e. SOA) adapters and database type-managers. All changes to the process, including its content is fully change and version managed with automatic deployment and roll-back to any number of users. Depending on the setup, processes that are already being executed can be selectively updated with new functionality. All process execution elements are archived and remain fully auditable. Any process can at any time be reinstantiated and continued should the process concept allow for that.

The technology of the Papyrus Platform is unique with its object-relational database and distributed execution engine in a peer-to-peer kernel developed in platform portable C++. It was designed in 1997 and became first available in 2001 in major installations with up to 5000 users. As a unique niche player, ISIS focuses on complex and exceptional projects and needs rather than a let’s-do-it-all mass market.

The Papyrus Platform is unique in the sense that it is an application modeling and model execution infrastructure that supports the creation of standalone business applications, integrated GUI front-ends for desktop and portal, as well as a powerful goal oriented business process environment.  It is most likely that a mix of all three types of user interaction will be the norm in the future.

Papyrus Supports New OASIS Open Standard CMIS 1.0

The OASIS international consortium today announced the approval of Content Management Interoperability Services (CMIS) version 1.0, a new open standard that enables information to be shared across Enterprise Content Management (ECM) repositories from different vendors. Advanced via a collaboration of major ECM solution providers worldwide, CMIS is now an official OASIS Standard, a status that signifies the highest level of ratification.

The OASIS CMIS 1.0 ratification is an important first step to enable businesses to freely make important solution choices for ECM, BPM and CRM applications without being limited to the functionality of the underlying archive system vendor. We hope that subsequent releases will reach beyond access to content and metadata, and we are positive that this emerging standard – which Papyrus Platform already supports – will be widely adopted and increase motivation for continuous expansion to full content interoperability in process-oriented environments.

ISIS Papyrus WebArchive Client for iPhone

We are very excited to announce the availability of the ISIS Papyrus WebArchive Client for iPhone on the Apple Appstore through using its Papyus EYE Mobile technology. It enables mobile access to documents stored on a remote Papyrus WebArchive. These documents can be generated by any kind of application or can be part of a business process or case file. Users can access Business Documents, add remarks (Stickers) and locate the person’s address. The user can upload any file on his iPhone to the WebArchive, including pictures taken with the iPhone. If the user is properly authorized he can change the state of viewed documents and thus take part in business processes without the need for a particular workflow client! ISIS Papyrus also announces its plans to make all Papyrus EYE Mobile applications available for Windows Mobile 7 and Android.

Papyrus WebArchive opens the world of mass customer documents distribution from the mainframe or Unix servers to the corporate Intranet and also to the MOBILE world. Corporations with a large number of customers regularly addressed with mass printing, now have the option to offer company wide document access, as well as customer direct access via Internet technology as a value added service to those same documents. This functionality is an essential feature for CRM Customer Relationship Management.

Applications for Banking, Insurance and Telecoms:

The WebArchive can be utilized to distribute customer documents and bank statements for collection of the documents by the customer. Customer folders can be defined on a number of WebArchive servers which can be accessed by internal and agent staff. Any customer query can be answered immediately. Customer documents can be printed, faxed or e-mailed as copy from the original document file. Customer billing information is not only available to the company personnel, but also to the customer himself via the Internet and through mobiles.

Features and Benefits

  • Completely secure access protocol without browser!
  • Access to document inbox from mobile
  • Change document state and thus case state
  • Alternative or value added services
  • No duplicate document generation
  • Constant quality for print and Web presentation
  • Reduced print and mail costs
  • Link to other Web based services
  • View AFP documents to lossless PDF conversion

Papyrus WebArchive enables the use of mainframe and Client/Server mass produced documents in WWW based Intranets or the Internet and now on mobiles with first the iPhone. Supported input formats are AFP documents or line-mode files with mixed Xerox DJDE or AFP controls, SAP R/2, R/3 and any other format supported by Papyrus DocEXEC. The z/OS JES2/3 connected Papyrus Host component provides transparent document transfer to the WebArchive from the print queue. Processing of the documents can be performed on the mainframe or the server as required.

ISIS Papyrus WebArchive Client for iPad available in Mai 2010!

The Silly Simplicity of Future ECM

I think I found this blog via the AIIM website:

The Silly Simplicity of Future ECM

by Matthew on January 26, 2007 – Nautis Project Blog

My interest in ECM (enterprise content management) is purely based on the value it can deliver to the business. I think much progress has been made, but the focus is still very much on technology. I would start with your users and ask them what would make their lives easier – that would be my feature set. Some of the things business users often ask for seems impossible, but the basic theme I usually get is this: they want the system to handle the difficult, time consuming stuff and shift the complexity away from the human and put it onto the machine. To most users, this was the point of buying the system in the first place.

Here are some suggestions:

  1. A good ECM should ask the user what to do, rather than the user telling it what to do. For example, multiple choice questions rather than user input fields all over the screen (also called wizard or expert system).
  2. A good ECM should learn over time and predict answers. ECMs are currently pretty dumb and do not provide value above and beyond what is put into it. A good ECM would create more value in its output than was necessary to input.
  3. A good ECM should be knowledgeable and able to answer to intelligent queries (way smarter than askjeeves). Interacting with the system should be at least as simple as interacting with a person on the phone.
  4. In a good ECM, the interfaces that business users interact with should be as clean and simple as the interface to an iPod or Google. The usability bar has been raised.
  5. Content/Document tagging should be done on the fly by the ECM, not by the user. Business users cannot be in the job of data entry. A good ECM will be smart enough to appropriately tag all content with minimal human intervention.
  6. The user interface should not have to be upgraded twice a year or even once a year. A good ECM will learn and grow with the business. To business users, a good ECM will feel like we all feel about Google: it’s a part of my day and it’s not something I dread doing – because it does what I want it to do and it’s simple.

I know these are ambitious and it may take some time to get there, but these should be the goals of any future ECM strategy.

End of Quote:

As old as this entry is, it is as valid in 2009. Most ECM products can’t fulfil any of these points. Our Papyrus Platform has been delivering most of those functions for some time now and has added item 6 in 2008.

  • ad 1) The Activity Recorder or the Natural Language Rule Editor can be used to create wizards or logic decision trees.
  • ad 2) The patented User-Trained Agent actually learns from user activity directly and recommends actions to the business user of the same role.
  • ad 3) The Natural Language Rule Editor enables business users to define semantically correct queries and commands based on the business taxonomy.
  • ad 4) With the Papyrus EYE user interface an Apple iPhone or Google like GUI is extremely easy to setup without programming. Each user role can have its own specific GUI so that it is not one size fits all.
  • ad 5) The content and text classification features of Papyrus can identify recurring content types (scan, email, PDF, more …) and extract the data that will be used to identify the business context of the content. In a new feature it will actually offer business context information while a user is writing an email!
  • ad 6) The radically new Papyrus EYE user interface technology enables the business to create user-friendly GUI layouts that are customizable by the business user and support skins.