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BPM System Explained
- 2. ”BPM is a discipline involving any combination of modeling, automation, execution, control, measurement and optimization of business activity flows, in support of enterprise goals, spanning systems, employees, customers and partners within and beyond the enterprise boundaries.” —Nathanial Palmer, bpm.com
- 5. ` Commodification Drag-&-drop website builders Disruption Social media Maturation Sector-based platforms The web matters more than ever. But web sites matter less.
- 6. Whatiscontent? Organized meaningful information exp:channel:entries Whatdowe have? exp:channel:form
- 7. —Forrester Research, November 2016 “Brands may find that they need to spend $4 on digital operational excellence for every $1 spent on digital customer experiences.”
- 8. —Marc Andreessen “Software is eating the world.” ...And the web is eating software...
- 9. System Transforming input for a wider purpose Systemic: organic, organization-wide Systematic: repeatedly
- 10. Businessprocess management Universally required Models and manages work itself A managerial discipline since the ’90s Repeated work patterns, not projects It’s the underlying step of digital transformation.
- 11. ”Business process management is a discipline involving any combination of modeling, automation, execution, control, measurement and optimization of business activity flows, in support of enterprise goals, spanning systems, employees, customers and partners within and beyond the enterprise boundaries.” —Nathanial Palmer, bpm.com
- 13. ItemChannels Modeling the real world Time matters and EE entries always have it “Model is more stable than function.” —Michael Jackson, Systems Development
- 15. Persons Positions Organizations Chris Christie Governor New Jersey John Hickenlooper Governor Colorado Kate Brown Governor Oregon Roles
- 16. Position Source of privileges for ports and consoles PORT STATUS ACTION PRIVILEGE #1 sys-1 saved submit PRIVILEGE #2 sys-1 submitted view ETC sys-2 finance- approved approve
- 17. Ports How they’re made Saved as templates named /ports/.[port_url_title] Share common buttons area as a snippet Have URLs of /ports/[org_url_title]/ [port_url_title]/[entry_url_title] Embedded into parent template /ports/index.html
- 18. Port Etc.Calculate totals Prepopulate a grid field Embed Google Docs Add multiple entries Lets users work on items
- 19. Console Custom overview of item channel(s) such as a graph But usually simply a table with various links to a port Replaces user access to EE cpanel.
- 20. Consoles How they’re made Saved as templates named /consoles/.[consoles_url_title] Appear for multiple positions Have their variations handled client-side.
- 21. Dashboards Comprised of consoles Each corresponds to a system activity area Together comprise a role screen Role screens have URLs of /roles/[role_url_title]/[org_url_title]
- 23. Testing Difficult with a dynamic system Requires much imagination 20% coding, 80% testing? No, testing by trial.
- 25. Standardsfor ProcessModeling BPMN 2.0 Business Model Process and Notation CMMN Case Management Model and Notation DMN Decision Model and Notation
- 26. WhyBPMN? Graphic, high-level, comprehensible for people Increasingly dominant standard Exports to XML for software engines to import! Perfect functional complement to channel item modeling
- 27. Activities Conversations Events Gateways Conversation Diagram None: Untyped events, indicate start point, state changes or final states. Message: Receiving and sending messages. Timer: Cyclic timer events, points in time, time spans or timeouts. Error: Catching or throwing named errors. Cancel: Reacting to cancelled transactions or triggering cancellation. Compensation: Handling or triggering compensation. Conditional: Reacting to changed business conditions or integrating business rules. Signal: Signalling across differ- ent processes. A signal thrown can be caught multiple times. Multiple: Catching one out of a set of events. Throwing all events defined Link: Off-page connectors. Two corresponding link events equal a sequence flow. Terminate: Triggering the immediate termination of a process. Escalation: Escalating to an higher level of responsibility. Parallel Multiple: Catching all out of a set of parallel events. Start EndIntermediate Catching Throwing EventSub-Process Interrupting Standard EventSub-Process Non-Interrupting Boundary Interrupting BoundaryNon- Interrupting Sequence Flow defines the execution order of activities. Conditional Flow has a condition assigned that defines whether or not the flow is used. Default Flow is the default branch to be chosen if all other conditions evaluate to false. Task A Task is a unit of work, the job to be performed. When marked with a symbol it indicates a Sub-Process, an activity that can be refined. Transaction A Transaction is a set of activities that logically belong together; it might follow a specified transaction protocol. Event Sub-Process An Event Sub-Process is placed into a Process or Sub-Process. It is activated when its start event gets triggered and can interrupt the higher level process context or run in parallel (non- interrupting) depending on the start event. Call Activity A Call Activity is a wrapper for a globally defined Task or Process reused in the current Process. A call to a Process is marked with a symbol. Task Types Types specify the nature of the action to be performed: Send Task Receive Task User Task Manual Task Business Rule Task Service Task Script Task Markers indicate execution behavior of activities: Activity Markers Sub-Process Marker Loop Marker Parallel MI Marker Sequential MI Marker ~ Ad Hoc Marker Compensation Marker A Conversation defines a set of logically related message exchanges. When marked with a symbol it indicates a Sub-Conversation, a compound conversation element. A Conversation Link connects Conversations and Participants. Inclusive Gateway When splitting, one or more branches are activated. All active incoming branches must complete before merging. Complex Gateway Complex merging and branching behavior that is not captured by other gateways. Exclusive Event-based Gateway (instantiate) Each occurrence of a subsequent event starts a new process instance. Parallel Event-based Gateway (instantiate) The occurrence of all subsequent events starts a new process instance. Multi Instance Pool (Black Box) Conversation Sub-Conversation Pool (Black Box) Participant B The order of message exchanges can be specified by combining message flow and sequence flow. PoolPool Pools (Participants) and Lanes represent responsibilities for activities in a process. A pool or a lane can be an organization, a role, or a system. Lanes subdivide pools or other lanes hierarchically. Lane Task Lane Task Pool Message Flow symbolizes information flow across organizational boundaries. Message flow can be attached to pools, activities, or message events. The Message Flow can be decorated with an envelope depicting the content of the message. Data Out- put Data Store A Data Object represents information flowing through the process, such as business documents, e-mails, or letters. A Data Store is a place where the process can read or write data, e.g., a database or a filing cabinet. It persists beyond the lifetime of the process instance. A Data Input is an external input for the entire process.A kind of input parameter. A Collection Data Object represents a collection of information, e.g., a list of order items. Collaboration Diagram Pool(WhiteBox) LaneLane Choreographies Choreography Diagram A Choreography Task represents an Interaction (Message Exchange) between two Participants. Choreography Task Participant A Participant B A Sub-Choreography contains a refined choreography with several Interactions. Multiple Participants Marker Swimlanes BPMN 2.0 - Business Process Model and Notation Collection Ad-hoc Subprocess Task Task ~ Message Start Event Message Flow Data Object Collapsed Subprocess Event-based Gateway Escalation End Event Timer Intermediate Event Receive Task Attached Intermediate Timer Event Link Intermediate Event Manual Task End Event Data Store Link Intermediate Event Parallel Multiple Intermediate Event Text Annotation Group Multi Instance Task (Parallel) Message End Event Send Task Parallel Gateway Exclusive Gateway Attached Intermediate Error Event Signal End Event Call Activity Subprocess Event Subprocess Conditional Start Event Error End Event Start Event End Event Looped Subprocess condition http://bpmb.de/poster Participant A Participant C Participant B Choreography Task Participant A Participant B Choreography Task Participant A Participant C Initiating Message (decorator) Response Message (decorator) Choreography Task Participant B Participant A When splitting, it routes the sequence flow to exactly one of the outgoing branches. When merging, it awaits one incoming branch to complete before triggering the outgoing flow. Exclusive Gateway Is always followed by catching events or receive tasks. Sequence flow is routed to the subsequent event/task which happens first. Event-based Gateway When used to split the sequence flow, all outgoing branches are activated simultaneously. When merging parallel branches it waits for all incoming branches to complete before triggering the outgoing flow. Parallel Gateway A Call Conversation is a wrapper for a globally defined Conversation or Sub- Conversation. A call to a Sub-conversation is marked with a symbol. Sub-Choreography Participant A Participant C Participant B Call Choreography Participant A Participant B A Call Choreography is a wrapper for a globally defined Choreography Task or Sub-Choreography. A call to a Sub-Choreography is marked with a symbol. Input A Data Output is data result of the entire process. A kind of output parameter. A Data Association is used to associate data elements to Activities, Processes and Global Tasks. denotes a set of Participants of the same kind. Message a decorator depicting the content of the message. It can only be attached to Choreography Tasks. Pool (Black Box) Pool (Black Box) Pool (Black Box) © 2011 Standard
- 28. BPMResources bpm.com bpm-d.com focus on the 20% of processes that matter appian.com/bpmbasics Blockchain! ibm.com/developerworks/library/mw-1705- auberger-bluemix/1705-auberger.html “ibm blockchain bpm”
- 31. Position Source of privileges for ports and consoles PORT STATUS ACTION PRIVILEGE #1 sys-1 saved submit PRIVILEGE #2 sys-1 submitted view ETC sys-2 finance- approved approve
- 32. Process Source of privileges to ports for positions POSITION PORT STATUS ACTION STEP #1 governor sys-1 saved submit STEP #2 governor sys-1 submitted view ETC chief financial officer sys-2 finance- ready finance- approve
- 34. Improvedsystemchannels Positions Consoles Ports Roles Persons Organizations ProcessesActions Statuses Change processes, actions and statuses into channels Makes the processes explicit
- 35. We’ve got this We live in the browser We know modeling We’re user-centric Our web-first approach can bring together staff and customers/audiences
- 36. ”Business process management is a discipline involving any combination of modeling, automation, execution, control, measurement and optimization of business activity flows, in support of enterprise goals, spanning systems, employees, customers and partners within and beyond the enterprise boundaries.” —Nathanial Palmer, bpm.com
- 37. —Frank Lloyd Wright “We have no longer an outside and an inside as two separate things. Now the outside may come inside and the inside may and does go outside. They are of each other.”
- 38. Fromsite to system Presented by Adam S Khan at EE Conf 2017 Denver, CO USA adam@engaging.net