Serena Business Manager – SBM

Serena Business Manager (SBM) is the platform for business process management of the enterprise of any scale and the organization of effective interaction of employees and the working groups within accomplishment of the processes directed to achievement of strategic objectives of the company by them.

Serena Software develops the SBM platform within 20 years taking into account all requirements imposed to Business Process Management Suite (BPM). Solutions on the basis of SBM are implemented more than in 1600 organizations worldwide, including the Russian public institutions and business companies.

Success of development of SBM is based on the key characteristics which are profitable distinguishing this platform from similar solutions of other famous producers. First of all, it is necessary to carry to such characteristics:

• The editor of processes of SBM Composer allows to model and to visually submit charts of business processes (workflow), to set a data model, to change forms of the user interface, to create role policy of differentiation of access rights and to solve other necessary problems when developing BPM systems. Use of SBM Composer does not require special knowledge and skills of programming. In the presence of the formalized description of business process it can be automated and transferred to industrial Wednesday within several hours.
• The user-friendly and fast user interface constructed on Web technologies and which is not requiring installation of the client software. The architecture of SBM allows to scale easily the solution and to quickly connect to a system any number of the users who are at the same time working at the most different platforms including mobile. In the latest version of SBM significant improvements regarding expansion of opportunities of adaptation of the end user interface proceeding from solvable tasks, roles and personal preferences of design and ergonomics are made. Now the active built-in Web elements from external sources can have the forms: Internet search, cards, currency rates, different reports and data from the information systems which are available in the company, etc.
• The built-in module of management of reports of SBM Reports allowing to create independently without involvement of programmers reports of 14 types including the analysis of trends and distributions. All created reports can be saved in a personal folder of the user or to publish taking into account differentiation of access rights both in SBM, and on external web portals, for example, Microsoft Sharepoint, Oracle Portal or IBM Lotus Notes.
• The service-oriented architecture (SOA) SBM which allows to integrate workflows (workflow) with other enterprise information systems and to provide automatic data exchange and corrective actions in real time. To the solution of this task it is possible to apply ready interfaces to Microsoft Sharepoint Server, Microsoft Project, Microsoft TFS, HP QC, Subversion, Lotus Notes or to use open API at the level of web of services, with support of synchronous and asynchronous calls.

The characteristics designated above are not the exhaustive list. The SBM platform is the tool which successfully combines properties of management systems business for processes (BPM) and interaction management systems of people (Collaboration System).

Effective scopes of SBM:

• Banks: process of consideration of the credit request;
• HR department: processing of vacancies, advanced training, certification, requests for providing a holiday/compensatory leave;
• AHO: processing of internal orders on purchase, repair;
• Document flow: processing of the entering and outgoing correspondence;
• Project activity: the processes regulating passing of stages of a company performance in projects (design and survey, engineering-geological, construction, IT);
• Order management: logistics management, processing orders of online store;
• Product management: automation of lifecycle of development of products, including processes of requirements gathering, management of releases, software developments, commissionings;
• Change management: management of requirements, consideration of requests for improvement, processing of the ideas on organization activity improvement, management of requests of budget planning;
• IT of transaction: the organization of customer service on the basis of methodology of ITIL (incident management processes, problems, change requests (RFC) and service (RFS), management of configuration elements (CMS/CMDB) of base).

Among the most interesting features of SBM it is necessary to select Command center with reports which allows users in the ordinary web editor to create the reports using more than 14 types of data view, and then to set these reports on the desktop of a system for online access. The server of management of notifications and escalation in the multithreaded mode processes the taken place events in real time and sends notifications on the connected communication channels — e-mail, the SMS, push-notifications of the center of the notifications IOS. New visual interactive means of the organization of information, for example widgets, events feeds, charts of activities, various calendars and graphic reports, help to make work in a system convenient and effective for any participant of process. Possibilities of HTML5 and characteristics of modeling of process applications allow to arrange dynamically web forms of the user interface under the current context — a role of the user in business process, a status of a managed object, action of the user, field values, communications with objects of other business processes, data of external resources — everything that there has to be near at hand for adoption of the correct solution^[1].

Server components of SBM can be installed on own servers of the enterprise or to use cloud resources. The library of ready business solutions which can be set, tested will be interesting to the enterprises and even independently to adapt for specifics of the company during the test period of use of a product. At the moment demonstration versions of the solution for the service centers, the engineering-geological enterprises, medical laboratories, training centers, departments of corporate crediting, departments of consideration of requests for a mortgage, a loan or a car loan, the manufacturing enterprises focused on orders from sales points and some other are developed. It is also possible to develop quickly the prototype before adoption of the conceptual decision on the choice of the platform. The module for the organization of a personal account of the client of Serena Request Center where it is possible to place a request for service from the directory surely is a part of solutions, to keep track of the status of the previous addresses, to start regular reports, to browse articles of the knowledge base.

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