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In many years of helping customers create reports and analytical systems, we have encountered a similar situation many times. The scenario is always different, but the basic need is always the same: a report is delivered or a particular situation is encountered in the data and something specific needs to happen - a decision must be made, causes must be discovered, or a process must be started. In these cases the information presentation, analysis, and delivery (BI) is a part of a larger process. This process exists to solve the business problem: it is the solution.

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The line between business intelligence and business processes is flexible in the Pentaho BI Platform. This is because the line between business intelligence and business processes is blurry and should be up to you. If you have a BI platform that clearly defines the boundaries between it and your other systems, you probably have an application silo that is hard to integrate the way you need it to. It is your processes, your data, and your software.

• The default engine executing processes within the platform is allows you to easily script a light-weight workflow
• When required all or part of the light-weight flow can be implemented with a full-featured workflow engine
• The Pentaho BI Platform includes multiple rules engines
• The Pentaho BI Platform activities are easily integrated into other processesThe roadmap includes manual and data entry tasks by users

Case Study

Problem: When an employee shows up for work at a healthcare health care organization with an expired license either

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, there are two outcomes. It may be noticed and a more costly agency worker must replace the employee until their license is renewed

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, or it is not noticed in which case a patient safety hazard and a liability risk occurs

Business goals: increase patient safety, reduce liability of unlicensed employees, and reduce money spent on agency staff covering for unlicensed employees.

Current process: Each manager maintains a list of license expirations for their department.

Proposed 'solution': Scheduled execution of a report from a central database that lists, by department, licenses held by each employee, and the expiration date of their current licenses.

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• Create business rules that determine the lead time required for adequate preparation for each type of license and escalation paths for problem cases.
• Run an audited report every day or week that lists those employees within their lead time. For each employee initiate a defined license renewal process:

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• 1. Deliver the information electronically to both manager and employee

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• 1. Require electronic

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• 1. acknowledgment from both

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• 1. Direct employee to schedule preparation time

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• 1. Direct manger to approve schedule

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• 1. Require employee to enter certification test date

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• 1. Escalate warnings if insufficient re-test time has been allowed

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• 1. Require manager to validate new license

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• 1. Deliver notifications on certification failure to manager and scheduling application.
• Provide on-line, real-time reporting on the license renewal process
• Produce audit reports of monthly and quarterly performance

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• It is process-centric because it is built ground-up to be process-based.
• It is solution-oriented because the solution for many business problems is a process, and the platform includes all the major components required to implement process-based solutions.

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