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PRESENTED BY
Why Workflow?
April 2014
Christoph Vollmer
Introduction
What is a Workflow?
Why Workflow?
Our Journey
Summary and Questions
Agenda
Who is PayGlobal?
• Market-leading provider of payroll and HR solutions in
Australia and NZ
• Paying over 500,000 staff, 520+ clients, 850+ sites
• Over 20 years experience in workforce management
solutions
• 120+ staff - Christchurch, Auckland, Sydney, Melbourne
and Perth
• Microsoft Gold Partner
Who is PayGlobal?
What is a Workflow?
• Movement of work items through a sequence of actions
or tasks
• People
– Initiate process
– Action something
– Resolve exceptions
• Software
– Workflow framework, several different frameworks
available for different platforms
Why a Workflow framework?
• Business Process Automation via business logic
declared in flexible Workflows
• Less logic hardcoded
• Less technical users can:
– Inspect logic
– Make changes
– Visualize and Track
• Persisting and resuming workflows
 MS Workflow
Why Workflow framework / product?
• Enforce business processes consistently
• Streamline cost and time
• Approvals, notifications
• Monitor and track status of workflows
Example
Law firm
– Information-intensive
– Document-driven
– All workflows similar but different for each law
firm / attorney
What is MS Workflow
Windows Workflow Foundation
From Wikipedia, the free encyclopedia:
“Windows Workflow Foundation (WF) is a Microsoft technology
that provides an API, an in-process workflow engine, and a
rehostable designer to implement long-running processes as workflows
within .NET applications.”
Too complex for a short presentation.
Our Workflow Journey
2003
• Original Self Service website
2009
• Prototyping on WF4 Beta
2010
• Built Workflow Engine and first modules
2011
• Exolvo launched on Workflow
2012
• New Workflow Modules
• Microsoft Workflow TAP
2013
• Notification Flows
Why Workflow at PayGlobal?
• Needed greater configurability in the product
• Customer business processes varied a lot
• Good fit for processes in industry vertical (HRIS)
• Long running business processes
• Generic codebase
• Best practice templates
How we use it
• Employee Self Service
– Hazards / Incidents
– Leave Requests
– Timesheets
– Allowances
– etc.
• Conditional workflows
• Time sensitive
• Stop processing of workflow until a date is reached
• Example: Send reminder email after three days of no
action
PayGlobal specific types of Workflow
• Form Flow
– HTML UI
– Not persisted to database
• Process Flow
– Background
– Persisted to database
• Notification Flow
– Background
– Not persisted
MS Workflow only knows about “Workflow”!
Form Flow
Process Flow
Notification Flow
PayGlobal Workflow Engine
• Executes business processes
• Schedules, executes, persists
• Manages data (arguments and variables)
• Interprets events e.g. due dates expiring
• Maintains state of long running processes
PayGlobal Workflow Designer
• Used by consultants to configure workflows
• Stores history of all changes
PayGlobal Workflow Designer
PayGlobal Workflow Designer
PayGlobal Workflow Designer
Form Flow (HTML UI via Workflow)
Custom Activity Library
• Domain Specific Language (DSL)
• Ecosystem around MS workflow platform
• Reusable custom activities
• Consultants operate in Core Domain
Challenges
• Versioning – Improvements with .NET WF 4.5
• WF API Complexity – polling for expired workflows
• Steep learning curve - Developers and Consultants
• Unit Testing Activities – Use thin facades instead
The Tech Stack
• ESS .NET 4.5
Web Forms
Custom MVC (xml config)
• Workflow Engine
.NET 4.5 (WF + WCF) + Ninject,
Automapper, nHibernate etc.
• Workflow Designer
.NET 4.5, WPF
• SQL Server
Summary
• Long running business processes that need to configurable
• Non-developers can make changes
• Great flexibility (Form Flow)
• Core domain building blocks = powerful, expressive
• Look out for up-to-date documentation (.NET 4.5!)
Questions
References
PayGlobal TAP Case study
http://www.microsoft.com/casestudies/Case_Study_Detail.aspx?CaseStudyID=710000001560
PayGlobal Exolvo
www.payglobal.com/exolvo
Visual design of workflows
tinyurl.com/6behpp7
Rehosting The Workflow Designer
https://tinyurl.com/7495qpu
What’s new in Windows Workflow Foundation 4.5
https://tinyurl.com/ne9vhbp
christoph.vollmer@payglobal.com
info@payglobal.com
www.payglobal.com

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Windows Workflow

  • 1. PRESENTED BY Why Workflow? April 2014 Christoph Vollmer
  • 2. Introduction What is a Workflow? Why Workflow? Our Journey Summary and Questions Agenda
  • 3. Who is PayGlobal? • Market-leading provider of payroll and HR solutions in Australia and NZ • Paying over 500,000 staff, 520+ clients, 850+ sites • Over 20 years experience in workforce management solutions • 120+ staff - Christchurch, Auckland, Sydney, Melbourne and Perth • Microsoft Gold Partner
  • 5. What is a Workflow? • Movement of work items through a sequence of actions or tasks • People – Initiate process – Action something – Resolve exceptions • Software – Workflow framework, several different frameworks available for different platforms
  • 6. Why a Workflow framework? • Business Process Automation via business logic declared in flexible Workflows • Less logic hardcoded • Less technical users can: – Inspect logic – Make changes – Visualize and Track • Persisting and resuming workflows  MS Workflow
  • 7. Why Workflow framework / product? • Enforce business processes consistently • Streamline cost and time • Approvals, notifications • Monitor and track status of workflows
  • 8. Example Law firm – Information-intensive – Document-driven – All workflows similar but different for each law firm / attorney
  • 9. What is MS Workflow Windows Workflow Foundation From Wikipedia, the free encyclopedia: “Windows Workflow Foundation (WF) is a Microsoft technology that provides an API, an in-process workflow engine, and a rehostable designer to implement long-running processes as workflows within .NET applications.” Too complex for a short presentation.
  • 10. Our Workflow Journey 2003 • Original Self Service website 2009 • Prototyping on WF4 Beta 2010 • Built Workflow Engine and first modules 2011 • Exolvo launched on Workflow 2012 • New Workflow Modules • Microsoft Workflow TAP 2013 • Notification Flows
  • 11. Why Workflow at PayGlobal? • Needed greater configurability in the product • Customer business processes varied a lot • Good fit for processes in industry vertical (HRIS) • Long running business processes • Generic codebase • Best practice templates
  • 12. How we use it • Employee Self Service – Hazards / Incidents – Leave Requests – Timesheets – Allowances – etc. • Conditional workflows • Time sensitive • Stop processing of workflow until a date is reached • Example: Send reminder email after three days of no action
  • 13. PayGlobal specific types of Workflow • Form Flow – HTML UI – Not persisted to database • Process Flow – Background – Persisted to database • Notification Flow – Background – Not persisted MS Workflow only knows about “Workflow”!
  • 17. PayGlobal Workflow Engine • Executes business processes • Schedules, executes, persists • Manages data (arguments and variables) • Interprets events e.g. due dates expiring • Maintains state of long running processes
  • 18. PayGlobal Workflow Designer • Used by consultants to configure workflows • Stores history of all changes
  • 22. Form Flow (HTML UI via Workflow)
  • 23. Custom Activity Library • Domain Specific Language (DSL) • Ecosystem around MS workflow platform • Reusable custom activities • Consultants operate in Core Domain
  • 24. Challenges • Versioning – Improvements with .NET WF 4.5 • WF API Complexity – polling for expired workflows • Steep learning curve - Developers and Consultants • Unit Testing Activities – Use thin facades instead
  • 25. The Tech Stack • ESS .NET 4.5 Web Forms Custom MVC (xml config) • Workflow Engine .NET 4.5 (WF + WCF) + Ninject, Automapper, nHibernate etc. • Workflow Designer .NET 4.5, WPF • SQL Server
  • 26. Summary • Long running business processes that need to configurable • Non-developers can make changes • Great flexibility (Form Flow) • Core domain building blocks = powerful, expressive • Look out for up-to-date documentation (.NET 4.5!)
  • 28. References PayGlobal TAP Case study http://www.microsoft.com/casestudies/Case_Study_Detail.aspx?CaseStudyID=710000001560 PayGlobal Exolvo www.payglobal.com/exolvo Visual design of workflows tinyurl.com/6behpp7 Rehosting The Workflow Designer https://tinyurl.com/7495qpu What’s new in Windows Workflow Foundation 4.5 https://tinyurl.com/ne9vhbp christoph.vollmer@payglobal.com info@payglobal.com www.payglobal.com