Appian BPM Training

What is BPM (Business Process Management)?

As the market leader in modern Business Process Management (BPM) and Case Management software, Appian delivers an application platform that unites users with everything they need to do their jobs better – all the data, all the processes, all the documents and all the collaborations – in one environment, on any device.

The Aim of this course

Appian BPM - Essentials training course provides a basic product introduction to Appian BPM. Using the Appian Client software, you will build an end-to-end mapping application that includes process maps for all the major functions of Nimbus. You will take your application through the approval process and prepare your application to ensure enduser success.

BPM methodology can generally be implemented in the following steps

Analysis: Comprehensive analysis is done to discover and identify processes that can be created or optimized to meet business requirements or improve performance. Specifications for a design solution can be derived from this analysis.
Design: The design of a process involves workflows that include human-to-human, system-to-system, or human-to-system interactions. The design should aim to reduce errors and maintain relevant standard operating procedures or service level agreements.
Modeling: Once the process design is ready, it can be modeled using varying input values to observe its behavior. If undesirable behavior is observed, design changes can be made iteratively. Software tools are available to effectively model and evaluate processes.
Execution: A process model can be executed using a business rules engine to govern process execution.
Monitoring: During execution, processes can be monitored to collect reporting data for performance, errors, and compliance. Monitoring allows businesses to evaluate executed BPM solutions against corresponding design models and against relevant KPIs. Data collected by real-time or ad-hoc monitoring can also be used by predictive analytics software to anticipate future problems.
Optimization: Data from the modeling and monitoring phases can be used to identify areas of the solution that can be improved to derive higher efficiency and better value.

Why BPM Systems from Pega, the BPM Leader

  • Software to help in the implementation of BPM is widely available today. Many solutions focus on a single aspect of business process management such as integration. Unlike single-solution providers, Pegasystems’ Better Business Softwareoffers end-to-end BPM solutions for any digital enterprise. Pega’s solutions simplify and automate business processes by providing the following features.

  • Intuitive design tools to capture business objectives.

  • Automatic generation of application code—no need for programming

  • Industry-specific solution frameworks such as those for banking BPM to accelerate ROI.

  • Enterprise-level scalability

  • Standards-based user interfaces.

  • Integration with other business platforms such as CRM software and collections systems.

At the end of the course

  • Recognize Appian features and install a client

  • Create and use process maps with activities, flow lines, and resources

  • Apply templates and style sheets

  • Organize tasks and sub tasks using Nimbus drill-downs and process variants

  • Register and attach reference documents and links

  • Ensure compliance using custom metrics, statement links, and scorecards

  • Manage the review, acceptance, and acknowledgment processes .

Appian Course Syllabus

  • Introduction to Appian

  • Hands-on end-user exercise

  • Appian community site (Forum)

  • Overview of designer interface (including rules, groups, and applications)

  • Plan a process model

  • Create a high-level process diagram

  • Create group hierarchy and add members

  • Create constants and expression rules

  • Create and add objects to an application

  • Configure process model properties

  • Add process variables

  • Edit a start form

  • Debug a process

  • Apply process model security

  • Configure a user input task node

  • Describe how data flows from node to node

  • Monitor an inflight process

  • Review process instance security

  • Discuss and configure gateways

  • Configure a sub process node

  • Post to news feed

  • Configure a related action (quick task)

  • Configure additional task settings (exceptions, escalations, deadline)

  • Appian Data Terminology

  • Introduction to Complex Data Types (CDT)

  • Data sources

  • Java Persistence API (JPA) Annotations

  • Create a Data Store

  • Configure Write to Data Store Entity

  • Create and use a variety of Query Rules

  • Use a Paging Grid on a Form to display query results

  • Create a process-backed record type

  • Configure a record list view

  • Build a process-backed record summary view

  • Use the Reports Builder to create reports

  • Export and import an application

  • Register

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