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  1. 1. Update on BPMN Release 2.0 Conformance Classes, Diagram Interchange and other Topics February 3, 2010 Presented by: Robert Shapiro Chairman, WfMC Conformance Working Group Manager, ProcessAnalytica LLC Senior Vice President, Research, Global 360 Member, OMG BPMN 2.0 Finalization Task Force
  2. 2. About Today’s Speaker: <ul><li>Robert Shapiro </li></ul><ul><li>WfMC Chair: Conformance and XPDL </li></ul><ul><li>Vice Chair: Technical Committee </li></ul><ul><li>Manager: ProcessAnalytica LLC </li></ul><ul><li>Senior Vice President, Global 360 </li></ul><ul><li>Robert Shapiro created the first open-architecture object-oriented graphical modeling toolkit for process modeling. It was the platform for Design IDEF in support of SADT (Structured Analysis and Design Technique) and used to build the first version of CPN (Colored Petri Net) modeling and simulation technology. </li></ul><ul><li>Robert Shapiro is founder and manager of Process Analytica. He is Senior Vice President: Research, for Global 360. He founded Cape Visions (acquired in 2005) where he directed the development of Analytics and Simulation software used by FileNet/IBM, Fujitsu, PegaSystems and Global 360 Business Process Management products </li></ul><ul><li>Prior to founding Cape Visions, as founder and CEO of Meta Software Corporation, he directed the implementation of a unique suite of graphical modeling and optimization tools for enterprise-wide business process improvement. </li></ul><ul><li>Products based on these tools are used by Bank America, Wells Fargo, JPMChase and other major banks to optimize their check processing and Lock Box operations. </li></ul><ul><li>As a participant in the Workflow Management Coalition and chair of the working groups on conformance and process definition interchange, he plays a critical role in the development of international standards for workflow and business process management. He has been instrumental in the creation and evolution of XPDL and BPMN. </li></ul><ul><li>He was awarded the Workflow Management Coalition's Excellence Award at the AIIM 2000 Show in New York for his work completing the specifications for workflow process definition interchange. In 2005 he was awarded the Marvin L Manheim Award for outstanding contributions in the field of workflow. </li></ul>
  3. 3. Today’s Agenda <ul><li>Current State of the BPMN 2.0 release. </li></ul><ul><li>Conformance Sub-classes for BPMN 2.0 Process Modeling. </li></ul><ul><li>Diagram Interchange Status Report. </li></ul><ul><li>Recent Work on XPDL 2.2 </li></ul><ul><li>Predictions for 2010 </li></ul><ul><li>What you can Do. </li></ul>
  4. 4. Standards Timeline - Releases WfMC BPMI OMG WPDL XML BPMN 1.0 XPDL 2.0 XPDL 2.1 1994 . . 1998 . 2000 2001 2008 2010 2007 2006 2009 2004 2005 2002 2003 XPDL 1.0 BPMN 1.0 BPMN 1.2 BPMN 1.1 BPMN 2.0 Ref Model XPDL 2.2
  5. 5. BPMN2FTF Open Issues (1/27/2010)
  6. 6. When will BPMN2.0 be Finalized? <ul><li>As can be seen from the Open Issues list, there is much work to be done before the FTF can complete it’s work. </li></ul><ul><li>It is likely that some significant issues will have to be deferred to a subsequent revision. </li></ul><ul><li>Some simplifications are in progress. </li></ul><ul><ul><li>Collaboration and Conversation diagrams are being combined. </li></ul></ul><ul><ul><li>Work on SOAML may lead to some minor changes in the BPMN2.0 spec, but actual integration work will not be part of the current FTF. </li></ul></ul>
  7. 7. Big diagram
  8. 8. Why Do We Need Sub-classes <ul><li>There are more than 100 graphical elements in BMPN 2.0. </li></ul><ul><li>Most BPMN modeling tool vendors will not support all of these symbols with their required attributes. </li></ul><ul><li>If vendors make arbitrary choices about which elements to support, models will not be portable between Tools . </li></ul>
  9. 9. Conformance Sub-Classes <ul><li>Spreadsheet of Visual elements indicating sub-class members. </li></ul><ul><ul><li>BPMN Users Group | Google Groups </li></ul></ul><ul><li>SIMPLE Persona and example. </li></ul><ul><ul><li>Only eight elements. </li></ul></ul><ul><li>DESCRIPTIVE Persona and example. </li></ul><ul><ul><li>Contains SIMPLE. 21 Elements </li></ul></ul><ul><li>DODAF Persona. </li></ul><ul><ul><li>Contains DESCRIPTIVE. 50 elements of the 100 in the Complete Specification. </li></ul></ul>
  10. 10. Sub-Classes within Process Modeling SIMPLE sequenceFlow Task (none) subProcess(embed) exclusiveGateway parallelGateway startEvent (none) endEvent (none) DESCRIPTIVE Pool Lane messageFlow userTask serviceTask Re-Usable subProcess dataObject dataInput dataOutput textAnnotation Association dataAssociation dataStore messageStartEvent messageEndEvent timerStartEvent terminateEndEvent DODAF Plus 29 elements COMPLETE Plus 50 elements
  11. 11. SIMPLE Persona <ul><li>A common situation for use of the SIMPLE class is process capture . </li></ul><ul><ul><li>A business analyst is sitting in a room with a group of process owners. </li></ul></ul><ul><ul><li>The session is attempting to map out a currently deployed set of processes that have never been suitably documented. </li></ul></ul><ul><ul><li>Technology for such a session may range from a low-tech whiteboard to a laptop and projector. </li></ul></ul><ul><ul><li>A process map is drawn by the business analyst as the process owners describe their operations step by step. </li></ul></ul>
  12. 12. Simplest Diagram
  13. 13. Simplest Diagram with 4 Element Types Start Event End Event SubProcess Sequence Flow
  14. 14. Routing Logic and Tasks
  15. 15. Using Parallel Gateway and Task Activity Parallel gateway Task
  16. 16. Expanded SubProcess
  17. 17. Expanded SubProcess SubProcess (expanded)
  18. 18. Exclusive GateWay
  19. 19. Exclusive GateWay Exclusive gateway
  20. 20. BPMN2.0 SIMPLE Class Example Start Event End Event Task SubProcess (expanded) SubProcess Exclusive gateway Parallel gateway Sequence Flow
  21. 21. Every Vendor can support SIMPLE <ul><li>UI that allows the user to designate his or her persona </li></ul><ul><li>This would select a pallet of shapes appropriate. </li></ul><ul><li>In the process capture persona only eight symbols. </li></ul>
  22. 22. DESCRIPTIVE Persona <ul><li>A common situation for use of the descriptive class is fleshing out the details omitted in a process capture session. </li></ul><ul><ul><li>Using elements familiar from traditional flowcharting, the business modeler </li></ul></ul><ul><ul><ul><li>extends the routing logic to include the more critical exceptions (such as time-outs) and special cases, </li></ul></ul></ul><ul><ul><ul><li>adds information about resource or role requirements for performing activities, </li></ul></ul></ul><ul><ul><ul><li>adds some basic information about data flow </li></ul></ul></ul><ul><ul><ul><li>and provides an overview of communications between participants/processes pertaining to the start and end of processes. </li></ul></ul></ul>
  23. 23. BPMN 2.0 DESCRIPTIVE Class Example Pool Lane Message Flow Message Start Event Message End Event User Task Data Object Sub Process (Collapsed) Service Task Data Association Call Activity (Collapsed) Text Annotation Association
  24. 24. BPMN 2.0 DESCRIPTIVE (page 2) Data Store <ul><ul><li>Other elements in DESCRIPTIVE: </li></ul></ul><ul><ul><li>DataInput & DataOutput </li></ul></ul><ul><ul><li>Timer StartEvent </li></ul></ul><ul><ul><li>Terminate EndEvent </li></ul></ul><ul><li>A Total of 21 element . </li></ul>
  25. 25. DODAF Enterprise Architecture based on Design Primitives and Patterns Guidelines for the Design of Business Process Models (DoDAF OV-6c) using BPMN
  26. 26. Roadblocks <ul><li>Enterprise Architecture (EA) is a key enabler of enterprise business process integration. </li></ul><ul><li>While Architecture Frameworks such as DoDAF exist to guide the development of consistent architecture artifacts, significant roadblocks still exist for effective architecture development, adoption, integration, and federation. </li></ul>
  27. 27. Lack of Uniform Representation <ul><li>Many of these roadblocks result from the lack of uniform representation for the same semantic content. </li></ul><ul><li>Architects use different methodologies to develop models </li></ul><ul><li>These models are represented using different modeling languages and created using different modeling tools. </li></ul>
  28. 28. Different Modeling Styles <ul><li>Even within a single methodology there may exist a variety of different modeling styles, techniques, and practices for similar content. </li></ul><ul><li>Moreover, enterprise architecture is necessarily created by different organizations and disciplines. </li></ul><ul><li>These in turn employ different terminologies that lead to different perceived business processes. </li></ul>
  29. 29. Need Standard Formats for Diagrams <ul><li>Standard formats for diagrams </li></ul><ul><li>Standard data formats for the exchange of these diagrams </li></ul><ul><li>Standard formats for data that moves within and between the architectures that diagrams represent. </li></ul>
  30. 30. DODAF Approach <ul><li>The proposed solution is a set of architectural primitives (the DODAF sub-class) and corresponding design patterns. </li></ul><ul><li>These primitives and patterns provide a core set of ‘building block’ modeling elements founded in the well-defined semantics of the DoDAF Meta Model (DM2). </li></ul><ul><li>These building blocks are accompanied by a recommended set of modeling techniques aimed at covering the different views on an Enterprise Architecture. </li></ul>
  32. 32. Design Patterns in Context
  33. 33. DODAF SubClass in BPMN Spec <ul><li>The Primitives/Lexicon Project has two core deliverables: </li></ul><ul><ul><li>A Core Ontology of Architectural Primitives (PrOnto) providing the basic vocabulary / lexicon of model elements </li></ul></ul><ul><ul><li>Well-documented guidelines for modeling with Primitives (PriMo) delivering a comprehensive methodology for consistent model development. </li></ul></ul><ul><ul><li>Next Release will include approximately 50 primitives . </li></ul></ul><ul><ul><li>The primitives in the release define the DODAF subclass for the revised BPMN 2.0 specification. </li></ul></ul>
  34. 34. Diagram Interchange Serialized BPMN Diagram XML Schema (XSD) Tool A Tool B Schema is needed to clarify if the document is written correctly or not. But BPMN 2.0 specification has no XSD schema included! It is essential that the Finalization Task Force product a revised specification that includes a complete XSD for BPMN diagrams! ?
  35. 35. Redundancy Issues <ul><li>Discussion of early proposal for BPMNDI. </li></ul><ul><ul><li>At WfMC Maidenhead conference an early proposal for an xsd for DI (submitted by Bruce Silver) led to a discussion about redundancy between the semantic schema and the DI schema. </li></ul></ul><ul><ul><li>Subsequent discussion in the OMG BPMN 2.0 FTF led to common agreement on elimination of redundancy. </li></ul></ul><ul><ul><li>Further work by Silver and Scott Schanel led to a new proposal eliminating redundancy. </li></ul></ul>
  36. 36. Redundancy Issues BPMN 2.0 SPEC XSD for DI by B. Silver Proposal for elimination of redundancy (Silver / Schanel)
  37. 37. Deriving an XSD from the Metamodel <ul><li>Work continues on basing the BPMN DI on the work of the OMG Diagram Interchange group. </li></ul><ul><ul><li>Maged Elaasar continues work on a metamodel and automatic generation of a BPMN DI schema. </li></ul></ul><ul><ul><li>Elaasar and Denis Gagne are now trying a bottom-up approach building an XSD by hand that is closely alligned with the metamodel. The first version has been posted on the FTF wiki. </li></ul></ul><ul><ul><li>Incorporating some ideas from the Silver/Schanel proposal, the Elaasar/Gagne XSD appears to be quite simple. It is being tested against a range of examples. </li></ul></ul><ul><ul><li>There remain many details to be discussed. </li></ul></ul>
  38. 38. Deriving an XSD from the Metamodel BPMN 2.0 SPEC metamodel for BPMN DI schema (Elaasar) XSD for DI (Elaasar / Gagne) Proposal for elimination of redundancy (Silver / Schanel)
  39. 39.
  40. 40. Shape+content(Plane) Id of element in semantic.xsd First Version of BPMN:DI XSD
  41. 41. Recent Work on XPDL 2.2 Schema <ul><li>. Scope: </li></ul><ul><ul><li>The XPDL 2.2 schema effort is focused on only covering the Process Modeling Conformance class of the BPMN 2.0 specification. </li></ul></ul><ul><ul><ul><li>Thus the XPDL 2.2 schema will offer a serialization and interchange transport for BPMN 2.0 Process Diagrams, Collaboration Diagrams and Conversation Diagrams including their layouts. </li></ul></ul></ul><ul><li>Goal: </li></ul><ul><ul><li>The XPDL 2.2 schema is backward compatible with the XPDL 2.0 and XPDL 2.1 schemas. This backward compatibility also extends to XPDL 2.1 schema’s capability to serialize BPMN 1.2 drawings. </li></ul></ul><ul><li>Availability: </li></ul><ul><ul><li>Available as of December 2009. Version bpmnxpdl_39.xsd. </li></ul></ul><ul><ul><li>BPMN Users Group | Google Groups </li></ul></ul>
  42. 42. Recent Work on XPDL 2.2 Schema BPMN 2.0 diagram as XPDL XPDL 2.2 Schema (XSD) Tool A Tool B Good for BPMN 2.0 1) process diagrams 2) collaboration diagrams --- including layouts ! XPDL 2.0 Schema (XSD) XPDL 2.1 Schema (XSD) compatible Already available: Dec 2009 as bpmnxpdl_39.xsd
  43. 43. Recent Work on XPDL 2.2 Specification <ul><li>There is now available a first version of the XPDL 2.2 specification, based on bpmnxpdl_39.xsd. </li></ul><ul><li>If you want to work on a problem area please let Robert Shapiro know. Any comments will be appreciated. </li></ul>
  44. 44. XPDL Time Line 2010 Jan Feb Mar Apr May June July Aug Sep Aug Feb 8: Documents available for review by WfMC members March 8: Documents available for public review April: Vote to approve or reject XPDL 2.2 release.
  45. 45. Predictions for 2010 <ul><li>Many tool vendors will release versions of BPMN 2.0 modelers before the OMG FTF completes the specification. </li></ul><ul><ul><li>There will be several high quality modelers that are entirely web-based. </li></ul></ul><ul><li>Web-based facilities for converting XPDL and BPMN models will be available: </li></ul><ul><ul><li>Support for conversion between different versions and tools; also between XPDL and BPMN serializations. </li></ul></ul><ul><ul><ul><li>See http://www.businessprocessincubator.com/ </li></ul></ul></ul><ul><li>Work will proceed on the standardization of simulation scenarios for BPMN. </li></ul>
  46. 46. What You Can Do <ul><li>If you care about: </li></ul><ul><ul><li>the ease of use of BPMN for a wide audience, including process capture and high level modeling, not just modeling for execution. </li></ul></ul><ul><ul><li>the ability to move process models from tool to tool and/or vendor to vendor. </li></ul></ul><ul><li>Encourage the OMG BPMN Finalization Task Force to: </li></ul><ul><ul><li>Include Process Modeling conformance subsets in the specification </li></ul></ul><ul><ul><li>Create an XSD that is easy to work with and specifically designed to support the complete serialization of BPMN2.0 models, including all graphical details. </li></ul></ul>
  47. 47. Process Thought Leadership