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Object Oriented Business Process Analysis
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An advanced and integrated way to model business processes with integration into OO design
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Object Oriented Business Process Analysis
1.
Comprehensive ObjectComprehensive Object Oriented
BusinessOriented Business Process AnalysisProcess Analysis A TOOLS'99 Tutorial byA TOOLS'99 Tutorial by Graham McLeodGraham McLeod Managing Partner, Inspired Senior Lecturer, University of Cape Town www.inspired.org mcleod@iafrica.com I.T. ConsultingI.T. Consulting TrainingTraining ResearchResearch INSPIREDINSPIRED © Graham McLeod tools99_SteveEditforPublish.prz 1 16-03-00
2.
© Graham McLeod
June 1999 Business ImperativesBusiness Imperatives Enterprise ModelingEnterprise Modeling StakeholdersStakeholders Value ChainsValue Chains Business ProcessesBusiness Processes Business EngineeringBusiness Engineering System Level ModelSystem Level Model Mapping to Layered ArchitectureMapping to Layered Architecture ConclusionConclusion AgendaAgenda © Graham McLeod tools99_SteveEditforPublish.prz 2 16-03-00
3.
Business ImperativesBusiness Imperatives 1 12 2 3 4 5 6 7 8 9 10 11 ©
Graham McLeod tools99_SteveEditforPublish.prz 3 16-03-00
4.
© Graham McLeod
June 1999 Global Pressures - Local ProblemsGlobal Pressures - Local Problems CheaperFaster Better PROCESS Requires Quality Cost PRODUCT/SVC Time © Graham McLeod tools99_SteveEditforPublish.prz 4 16-03-00
5.
© Graham McLeod
June 1999 Acceptable deployment time Time 1950 1960 1970 1980 1990 2000 The Solutions GapThe Solutions Gap Time to build The solution gap © Graham McLeod tools99_SteveEditforPublish.prz 5 16-03-00
6.
© Graham McLeod
June 1999 Conventional SoftwareConventional Software DevelopmentDevelopment ProblemProblem Require-Require- mentsments ProblemProblem SolutionSolution Time Business DomainBusiness Domain Technical DomainTechnical Domain © Graham McLeod tools99_SteveEditforPublish.prz 6 16-03-00
7.
© Graham McLeod
June 1999 Business / I.T. faced withBusiness / I.T. faced with GlobalizationGlobalization Demands for efficiencyDemands for efficiency Demands for flexibility and rapid innovationDemands for flexibility and rapid innovation Requirement for high quality and serviceRequirement for high quality and service Technology discontinuityTechnology discontinuity ReskillingReskilling 70% plus projects in consulting experience have70% plus projects in consulting experience have reengineering elementreengineering element © Graham McLeod tools99_SteveEditforPublish.prz 7 16-03-00
8.
© Graham McLeod
June 1999 Process focusProcess focus 1950 1960 1970 1980 1990 2000 Resource Organization Process Generations of Business Modeling Simplifying operationsSimplifying operations Reducing cycle timesReducing cycle times Increasing added valueIncreasing added value Cutting costsCutting costs Improving reliabilityImproving reliability Tightening vendorTightening vendor relationshipsrelationships Focusing on coreFocusing on core competenciescompetencies © Graham McLeod tools99_SteveEditforPublish.prz 8 16-03-00
9.
Enterprise ModelingEnterprise Modeling ©
Graham McLeod tools99_SteveEditforPublish.prz 9 16-03-00
10.
© Graham McLeod
June 1999 In this moduleIn this module We willWe will See why Enterprise Modeling is usefulSee why Enterprise Modeling is useful IntroduceIntroduce Stakeholder and Value Chain concepts and modelsStakeholder and Value Chain concepts and models An approach to Business Modeling from GMD in GermanyAn approach to Business Modeling from GMD in Germany A simple Business Process Modeling notationA simple Business Process Modeling notation Lay the foundation for future Business Engineering ("BPR")Lay the foundation for future Business Engineering ("BPR") You willYou will Build a stakeholder modelBuild a stakeholder model Model an existing business processModel an existing business process © Graham McLeod tools99_SteveEditforPublish.prz 10 16-03-00
11.
© Graham McLeod
June 1999 Enterprise ModellingEnterprise Modelling Efficiency is doing things rightEfficiency is doing things right Effectiveness is doing the right thingsEffectiveness is doing the right things Enterprise Modelling helps us to:Enterprise Modelling helps us to: Keep projects and developments aligned with Corporate GoalsKeep projects and developments aligned with Corporate Goals Identify high payback applications to apply scarce resourcesIdentify high payback applications to apply scarce resources Prioritise development from the perspective of business needPrioritise development from the perspective of business need and technical imperativeand technical imperative Scope projects and systemsScope projects and systems Variety of techniques including:Variety of techniques including: Critical Success Factors (CSF's) [Rockart]Critical Success Factors (CSF's) [Rockart] Functional Decomposition [I.E., Tetrarch,Functional Decomposition [I.E., Tetrarch, Infomet, Method/1]Infomet, Method/1] Value Chain Analysis [Porter]Value Chain Analysis [Porter] Use Cases [Jacobson]Use Cases [Jacobson] © Graham McLeod tools99_SteveEditforPublish.prz 11 16-03-00
12.
© Graham McLeod
June 1999 Stakeholder PerspectiveStakeholder Perspective The EnterpriseThe Enterprise ClientClient ShareShare holderholder EmployeeEmployee SupplierSupplier Money Goods & Services Capital Growth Dividends Investment Effort/Knowledge Remuneration Benefits Payment Goods & Services © Graham McLeod tools99_SteveEditforPublish.prz 12 16-03-00
13.
© Graham McLeod
June 1999 Porter Value Chain modelPorter Value Chain model Information management Firm Infrastructure Human Resource Management Technology Development Procurement Inbound Logistics Operations Outbound Logistics Marketing & Sales Service Margin SupportActivities © Graham McLeod tools99_SteveEditforPublish.prz 13 16-03-00
14.
© Graham McLeod
June 1999 Value Chain cuts acrossValue Chain cuts across functional boundariesfunctional boundaries Corporation Branch Sales Contract with client Mgmt Approve credit Collections Collect deposit Process payments Delivery Deliver goods Head Office Purchasing Buy goods Despatch Send to store 41 2 3 5 6 7 Business Process © Graham McLeod tools99_SteveEditforPublish.prz 14 16-03-00
15.
© Graham McLeod
June 1999 A set of advanced toolsA set of advanced tools Developed by Ulrich Frank and colleagues at GMD Strategic ViewStrategic View Value chains. Goals.Value chains. Goals. Corporate culture.Corporate culture. Strategic Options.Strategic Options. OrganisationalOrganisational ViewView Tasks. Events. Roles.Tasks. Events. Roles. Office procedures.Office procedures. Objects. BusinessObjects. Business rules.rules. IS ViewIS View Classes. Procedures.Classes. Procedures. User interfaces.User interfaces. Associations.Associations. Transactions.Transactions. Object ModelObject Model DesignerDesigner Classes. Attributes.Classes. Attributes. Constraints. DefaultConstraints. Default Widgets. Services.Widgets. Services. Associations.Associations. Value Chain DesignerValue Chain Designer Value Chains. ValueValue Chains. Value Chain Activities.Chain Activities. Resources. Costs.Resources. Costs. Hypertext system CommonCommon ObjectObject ModelModel Office ProcedureOffice Procedure DesignerDesigner Activity Blocks.Activity Blocks. Procedures.Procedures. Documents. Roles.Documents. Roles. States. User interface.States. User interface. Throughput.Throughput. © Graham McLeod tools99_SteveEditforPublish.prz 15 16-03-00
16.
© Graham McLeod
June 1999 Value Chain AttributesValue Chain Attributes StakeholdersStakeholders IdentityIdentity ContributionContribution ExpectationExpectation StepsSteps InboundInbound OperationsOperations OutboundOutbound Marketing and SalesMarketing and Sales ServiceService ProcessesProcesses Products and ServicesProducts and Services Performance LevelsPerformance Levels MeasureMeasure CurrentCurrent RequiredRequired Problems and ConcernsProblems and Concerns OpportunitiesOpportunities © Graham McLeod tools99_SteveEditforPublish.prz 16 16-03-00
17.
© Graham McLeod
June 1999 Linking Business and SystemLinking Business and System ModelsModels ..scan.. Enterprise Level Value Chain Business Process System Level Event Models One One per Major Business Event One per Initiating Trigger © Graham McLeod tools99_SteveEditforPublish.prz 17 16-03-00
18.
ModelingModeling Business ProcessesBusiness Processes ©
Graham McLeod tools99_SteveEditforPublish.prz 18 16-03-00
19.
© Graham McLeod
June 1999 Sources of ideasSources of ideas Previous work on integrating Memo and Martin/Odell OOA methodPrevious work on integrating Memo and Martin/Odell OOA method Stakeholder modelsStakeholder models Value chain identification (ala Porter)Value chain identification (ala Porter) Business process models (ala GMD)Business process models (ala GMD) Integration to Martin/Odell event modelsIntegration to Martin/Odell event models Design mapping to layered architecture based upon MVCDesign mapping to layered architecture based upon MVC (Smalltalk/Xerox PARC)(Smalltalk/Xerox PARC) Classical BPR principles (Hammer, Champey, Davenport)Classical BPR principles (Hammer, Champey, Davenport) David Taylor (Enterprise Engines) convergent engineering approachDavid Taylor (Enterprise Engines) convergent engineering approach InspiredInspired ArchitectureArchitecture and Strategy workand Strategy work UML variant in '98UML variant in '98 © Graham McLeod tools99_SteveEditforPublish.prz 19 16-03-00
20.
© Graham McLeod
June 1999 Two approaches:Two approaches: Document currentDocument current Then analyse and improveThen analyse and improve Pro'sPro's Can be evolutionary, non disruptive, low riskCan be evolutionary, non disruptive, low risk Don't change what we don't understandDon't change what we don't understand Allows attacking theAllows attacking the realreal problem (80/20)problem (80/20) Con'sCon's Can require much work, timeCan require much work, time Can incorporate too many current constraintsCan incorporate too many current constraints Design new from scratchDesign new from scratch Top down based upon desired outcomesTop down based upon desired outcomes Pro'sPro's "Blue sky" unconstrained by past experience"Blue sky" unconstrained by past experience Lateral "out of box" thinkingLateral "out of box" thinking New technology easily incorporatedNew technology easily incorporated Con'sCon's Solving wrong problemSolving wrong problem Disruptive and riskyDisruptive and risky Not understanding the complexitiesNot understanding the complexities Modeling the Business ProcessModeling the Business Process © Graham McLeod tools99_SteveEditforPublish.prz 20 16-03-00
21.
© Graham McLeod
June 1999 Only do what we have toOnly do what we have to Pareto principlePareto principle Use generic models/patterns forUse generic models/patterns for standard processesstandard processes Object maintenance (Add, Change, Delete, Query,Object maintenance (Add, Change, Delete, Query, Report)Report) Well understood parts of domain (scheduling, leastWell understood parts of domain (scheduling, least cost analysis, delivery routing...)cost analysis, delivery routing...) Concentrate on core value adding processesConcentrate on core value adding processes That consume significant resourcesThat consume significant resources Are critical to desired product/service deliveryAre critical to desired product/service delivery © Graham McLeod tools99_SteveEditforPublish.prz 21 16-03-00
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© Graham McLeod
June 1999 Same notation forSame notation for currentcurrent andand futurefuture ShowShow complete business processcomplete business process includingincluding manual, partially computerisedmanual, partially computerised andand fully automatedfully automated processesprocesses Indicate how process isIndicate how process is initiatedinitiated IdentifyIdentify actorsactors involvedinvolved SequenceSequence andand dependenciesdependencies of activitiesof activities Based uponBased upon state of business objectsstate of business objects affectedaffected Requires high level businessRequires high level business object domain modelobject domain model (class(class diagram)diagram) Allow synchronous, asynchronous and parallel activitiesAllow synchronous, asynchronous and parallel activities Show possibleShow possible outcomesoutcomes which canwhich can triggertrigger other stepsother steps Steps can represent otherSteps can represent other embedded processesembedded processes Must beMust be instrumentedinstrumented to allowto allow analysisanalysis andand improvementimprovement Business Process Model RequirementsBusiness Process Model Requirements Student Complete Applic.Form for Degree Capture Form Verify complete & rules adherence Resolve missing info Evaluate PostGrad Applic. Evaluate PostGrad Applic. Info missing PostGrad UnderGrad Acceptance or rejection © Graham McLeod tools99_SteveEditforPublish.prz 22 16-03-00
23.
© Graham McLeod
June 1999 Usable with users, analysts andUsable with users, analysts and designers (and in JAD sessions)designers (and in JAD sessions) Familiar techniquesFamiliar techniques Wide support in industryWide support in industry Object orientationObject orientation CASE tool availabilityCASE tool availability Easy transition to rigorous design-Easy transition to rigorous design- level modelslevel models Ability to show location,Ability to show location, responsibilityresponsibility Ability to link resourcesAbility to link resources Business Process Model DesirementsBusiness Process Model Desirements Student Complete Applic.Form for Degree Capture Form Verify complete & rules adherence Resolve missing info Evaluate PostGrad Applic. Evaluate PostGrad Applic. Info missing PostGrad UnderGrad Acceptance or rejection © Graham McLeod tools99_SteveEditforPublish.prz 23 16-03-00
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© Graham McLeod
June 1999 Finding a home within UMLFinding a home within UML We rejectedWe rejected Sequence diagrams - not easy to use in JAD sessions, no parallel andSequence diagrams - not easy to use in JAD sessions, no parallel and asynchronous activity. More appropriate at "design" level due to detailasynchronous activity. More appropriate at "design" level due to detail Collaboration diagrams - similar to aboveCollaboration diagrams - similar to above State diagrams - single object type. Business processes affect many typesState diagrams - single object type. Business processes affect many types of objectsof objects We choseWe chose activity diagramsactivity diagrams Sense of flow and dependenciesSense of flow and dependencies Show parallel and asynchronous activity easily, also synchronisationShow parallel and asynchronous activity easily, also synchronisation where requiredwhere required Swim lanes allow geographic or organizational topology to be addedSwim lanes allow geographic or organizational topology to be added Represent processes requiring multiple state changes across variousRepresent processes requiring multiple state changes across various domain objectsdomain objects Closest to event models used previouslyClosest to event models used previously Contrary to UML advice to use these "for internal design"Contrary to UML advice to use these "for internal design" Supported by Fowler and Scott inSupported by Fowler and Scott in UML DistilledUML Distilled © Graham McLeod tools99_SteveEditforPublish.prz 24 16-03-00
25.
© Graham McLeod
June 1999 UML Activity DiagramUML Activity Diagram Similar in concept to OdellSimilar in concept to Odell event models with innovationevent models with innovation of "swim lanes" for eventsof "swim lanes" for events affecting a particular classaffecting a particular class "Customer Pays" is an"Customer Pays" is an external activity in theexternal activity in the processprocess Invoice Customer Ship Goods Process Payment Order Satisfied Receive Order Pick Product Customer Pays Close Order [Order Accepted] [Order Rejected] © Graham McLeod tools99_SteveEditforPublish.prz 25 16-03-00
26.
© Graham McLeod
June 1999 Standard UML NotationStandard UML Notation A.A.ActivityActivity B.B. External ActivityExternal Activity C.C.TriggersTriggers D.D.Synchronisation BarSynchronisation Bar E.E. AnnotationAnnotation We use to note outcomesWe use to note outcomes F.F. Start and TerminateStart and Terminate G.G.Swim laneSwim lane A B A AF F D [OK] [NOT OK] G © Graham McLeod tools99_SteveEditforPublish.prz 26 16-03-00
27.
© Graham McLeod
June 1999 Denoting activity typesDenoting activity types Extend by using UML stereotypeExtend by using UML stereotype mechanism to denote type of activitymechanism to denote type of activity TextText <<manual>><<manual>> <<supported>><<supported>> <<automated>><<automated>> <<embedded>><<embedded>> IconsIcons We tend to use rounded rectangles in place of ovals, since it easier to fit descriptive text.. Manual Computer Supported Manual Fully Automated Embedded + + © Graham McLeod tools99_SteveEditforPublish.prz 27 16-03-00
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© Graham McLeod
June 1999 Agents, Inputs, OutputsAgents, Inputs, Outputs Agents (actors)Agents (actors) InternalInternal ExternalExternal Inputs and OutputsInputs and Outputs Links between an Agent and an ActivityLinks between an Agent and an Activity normally involve input or outputnormally involve input or output On high level models, we can just name themOn high level models, we can just name them on the "flow"on the "flow" On more detailed models we can show themOn more detailed models we can show them thus, and define their attributes in detailthus, and define their attributes in detail Types define the medium e.g. Form, OnlineTypes define the medium e.g. Form, Online entry, Magnetic Cardentry, Magnetic Card IO Type Course Result IO ID © Graham McLeod tools99_SteveEditforPublish.prz 28 16-03-00
29.
© Graham McLeod
June 1999 A context or use case modelA context or use case model Conduct Withdrawal Funds Check Bank Client Bank ATM Card Cash Advice Slip © Graham McLeod tools99_SteveEditforPublish.prz 29 16-03-00
30.
© Graham McLeod
June 1999 TriggersTriggers Activities are triggered byActivities are triggered by Input from AgentInput from Agent Outcome from another activityOutcome from another activity Time (reached or elapsed)Time (reached or elapsed) End of Month Charge Interest © Graham McLeod tools99_SteveEditforPublish.prz 30 16-03-00
31.
© Graham McLeod
June 1999 Outcomes (high level models)Outcomes (high level models) Expressed as an annotation emergingExpressed as an annotation emerging from an Activity to distinguish flowfrom an Activity to distinguish flow possibilitiespossibilities Can have a probability e.g. .2 or 20%Can have a probability e.g. .2 or 20% An activity can generate severalAn activity can generate several outcomes..outcomes.. Sometimes these will be disjointSometimes these will be disjoint (i.e. only one of several may occur)(i.e. only one of several may occur) We show this with a synchronisationWe show this with a synchronisation barbar Outcome specification will be moreOutcome specification will be more rigorous later..rigorous later.. Assess Credit Risk OK BAD Check Medical Accept .8 Decline .2 Info Request © Graham McLeod tools99_SteveEditforPublish.prz 31 16-03-00
32.
© Graham McLeod
June 1999 Business Process ModelBusiness Process Model Complete Applic.Form for Degree Capture Form Resolve missing info Evaluate PostGrad Applic. Evaluate PostGrad Applic. Info missing PostGrad UnderGrad Student Relations Administration Academic Dept. Acceptance or rejection Verify complete & rules adherence Student Application .2 .6 .2 © Graham McLeod tools99_SteveEditforPublish.prz 32 16-03-00
33.
© Graham McLeod
June 1999 Selective InvocationSelective Invocation Either trigger could causeEither trigger could cause the statement to bethe statement to be produced.produced. End of Month Statement Request Produce Statement Produce Statement will only beProduce Statement will only be triggered if a statement is requestedtriggered if a statement is requested and the account has a non-zeroand the account has a non-zero balancebalance Although default is "AND", the control condition can contain any evaluation required (see Rules) Produce StatementStatement Request Update Account Account Balance <> 0 © Graham McLeod tools99_SteveEditforPublish.prz 33 16-03-00
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© Graham McLeod
June 1999 RulesRules Can be specified anywhereCan be specified anywhere As simple text on high level modelsAs simple text on high level models Or identified by diamond with reference to rule baseOr identified by diamond with reference to rule base Class names are highlightedClass names are highlighted All data items mentioned shouldAll data items mentioned should be defined in domain modelbe defined in domain model If StockOnHand < ReorderLevel and no PURCHASE ORDER issued then ... When QuantityOnHand < TotalDailyOrders for PRODUCT issue to CUSTOMERS with PriorityStatus 1 first, place BACKORDERS for CUSTOMERS not satisfied StockOnHand = PhysicalStock - CommittedStock © Graham McLeod tools99_SteveEditforPublish.prz 34 16-03-00
35.
© Graham McLeod
June 1999 ResourcesResources Activities can consumeActivities can consume resourcesresources Resources can be specified inResources can be specified in activity propertiesactivity properties but can also be shown on thebut can also be shown on the model if desiredmodel if desired Link to activityLink to activity Show type if usefulShow type if useful Specify consumption per activity perSpecify consumption per activity per passpass Type or individual can specify numberType or individual can specify number available as a constraintavailable as a constraint Counter Assistant Resource Type Fill Form 5 mins © Graham McLeod tools99_SteveEditforPublish.prz 35 16-03-00
36.
© Graham McLeod
June 1999 Swim lanes and bounding boxesSwim lanes and bounding boxes Can be used to showCan be used to show Organizational responsibilityOrganizational responsibility Geographic locationGeographic location Logical Transaction Start andLogical Transaction Start and CommitCommit Business Objects AffectedBusiness Objects Affected (system level models)(system level models) Platform for deployment (design level models)Platform for deployment (design level models) Could have several layers or overlays per modelCould have several layers or overlays per model A B A AF F D [OK] [NOT OK] G © Graham McLeod tools99_SteveEditforPublish.prz 36 16-03-00
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© Graham McLeod
June 1999 A real world exampleA real world example Open Application Record Application & AttachmentsApplicant Receive Postal Application Record Fees Received Validate for Completeness Record Return & Problem Fees No Fees Serious Omission Establish ID of Applicant Capture Initial Details for new ISIS person + Validate/Update Existing Details + Existing New Capture Application + Too Late (Policy) Note 1 Notes: 1. Name, What applied for, what attached, App form no, ID? 2. Capture supporting info, results, school history, Personal report Post School experience, applications (academic, housing, funding) Note 2 ISIS - Process Application Business Process Model - Dec 1996 Page 1 of 2 Deposit Fees Received + Post Back to Applicant To next sheet © Graham McLeod tools99_SteveEditforPublish.prz 37 16-03-00
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© Graham McLeod
June 1999 Process PropertiesProcess Properties Specified per diagramSpecified per diagram Volume per unit timeVolume per unit time Current experienced durationCurrent experienced duration (best, average, worst)(best, average, worst) Current cost per invocationCurrent cost per invocation Desired target duration and costDesired target duration and cost Process OwnerProcess Owner Plus all that is apparent from contained symbolsPlus all that is apparent from contained symbols e.g. User community, related processes, inputse.g. User community, related processes, inputs and outputs..and outputs.. © Graham McLeod tools99_SteveEditforPublish.prz 38 16-03-00
39.
© Graham McLeod
June 1999 Properties per ActivityProperties per Activity Minimum, average and maximum duration (current, target)Minimum, average and maximum duration (current, target) Lead time before commencementLead time before commencement Organizational responsibilityOrganizational responsibility Resources consumedResources consumed type, unit of measure and consumption (min max avg)type, unit of measure and consumption (min max avg) Number of serversNumber of servers Geographic location(s)Geographic location(s) Cost of performing the activity once (current, target)Cost of performing the activity once (current, target) For triggers emerging from an activity, state for each pathFor triggers emerging from an activity, state for each path and probability that it is followed (and probability that it is followed (11=certainty)=certainty) © Graham McLeod tools99_SteveEditforPublish.prz 39 16-03-00
40.
© Graham McLeod
June 1999 Analysis FacilitatedAnalysis Facilitated Determining duration of overall processDetermining duration of overall process Critical Path Method techniques (ex. Project Management)Critical Path Method techniques (ex. Project Management) Project Evaluation and Review Techniques (PERT) canProject Evaluation and Review Techniques (PERT) can determine likelihood of various timesdetermine likelihood of various times For online, take one transactionFor online, take one transaction For batch, calculate runtime for all togetherFor batch, calculate runtime for all together Cost of performing the processCost of performing the process Selected cost times path probabilities (1 time)Selected cost times path probabilities (1 time) X volume to get overall costsX volume to get overall costs © Graham McLeod tools99_SteveEditforPublish.prz 40 16-03-00
41.
© Graham McLeod
June 1999 More AnalysisMore Analysis Resources consumedResources consumed Queuing effects can be examinedQueuing effects can be examined Queuing will occur if arriving requests take longerQueuing will occur if arriving requests take longer to process than the arrival intervalto process than the arrival interval Can look at an average overall or individualCan look at an average overall or individual scenarioscenario Various alternative scenarios easily comparedVarious alternative scenarios easily compared What if we replace mail with e-mail?What if we replace mail with e-mail? What if we fully automate routine cases?What if we fully automate routine cases? © Graham McLeod tools99_SteveEditforPublish.prz 41 16-03-00
42.
© Graham McLeod
June 1999 Assurance Domain ModelAssurance Domain Model Emp History Client Will Occup. Mar Type Enterprise Legal Person Real Person CCTrust Co P'ship Consultant Visit Dis- ability Invest- ment Life Cover Role With- drawal Benefit Contract Proff.IndividGroup Foreign Collection Fin.Inst Attorney Insurer Debit Order Stop Order Med. Schem. Prov Fund Life Pension RAAnnuity Medical Unit Trust Term Life Children Spouse Doctor Medical Report Employer Attorney Co-Dir Partner e.g. Policy Owner Life Assured Payer Beneficiary * 0..1 * * * * * * * * * ** * * * 1 * * 1 * * * * Role Type * Contract Type * © Graham McLeod tools99_SteveEditforPublish.prz 42 16-03-00
43.
© Graham McLeod
June 1999 An Assurance ApplicationAn Assurance Application Complete Application Form Application Completeness Check Application Capture Poll Applications per Branch Capture Medical Underwrite Check Bank Details Issue Contract Advise Client Credit Commission Assess Medical Rejected Low Risk High Risk Not OK OK Load Premium Client Premises Branch Office Head Office Client/ Agent Doctor Form App1 Initial Medical Report © Graham McLeod tools99_SteveEditforPublish.prz 43 16-03-00
44.
© Graham McLeod
June 1999 Assurance Current Process AnalysisAssurance Current Process Analysis Best case duration 3 days 38 minsBest case duration 3 days 38 mins Average duration 3 days 1 hr 12 minsAverage duration 3 days 1 hr 12 mins Average cost R326 (about US$ 72)Average cost R326 (about US$ 72) Longest delay: waiting for medical reportLongest delay: waiting for medical report No major savings by speeding up head officeNo major savings by speeding up head office processesprocesses Fully automated functions much cheaper thanFully automated functions much cheaper than computer supported onescomputer supported ones Automation will save costsAutomation will save costs Head office Underwriting is under staffedHead office Underwriting is under staffed © Graham McLeod tools99_SteveEditforPublish.prz 44 16-03-00
45.
© Graham McLeod
June 1999 Module ReferencesModule References Comcon, 1986, The Tetrarch/1 Strategic InformationComcon, 1986, The Tetrarch/1 Strategic Information Planning Methodology, Comcon (Pty) Ltd.Planning Methodology, Comcon (Pty) Ltd. Frank, Ulrich, 1994, Memo: A tool SupportedFrank, Ulrich, 1994, Memo: A tool Supported Methodology for Analyzing and (Re-) Designing BusinessMethodology for Analyzing and (Re-) Designing Business Information Systems, in Ege, R; Singh, M; Meyer, B (Hg):Information Systems, in Ege, R; Singh, M; Meyer, B (Hg): Technology of Object Oriented Languages and Systems,Technology of Object Oriented Languages and Systems, Prentice Hall pp 367-380Prentice Hall pp 367-380 Jacobson, Ivar; Ericsson, Maria & Jacobson, Agneta, 1994,Jacobson, Ivar; Ericsson, Maria & Jacobson, Agneta, 1994, The Object Advantage: Business Process ReengineeringThe Object Advantage: Business Process Reengineering with Object Technology, Addison Wesleywith Object Technology, Addison Wesley Robson, Wendy, 1997, Strategic Management &Robson, Wendy, 1997, Strategic Management & Information Systems (Second Edition), Pitman PublishingInformation Systems (Second Edition), Pitman Publishing © Graham McLeod tools99_SteveEditforPublish.prz 45 16-03-00
46.
Business EngineeringBusiness Engineering ©
Graham McLeod tools99_SteveEditforPublish.prz 46 16-03-00
47.
© Graham McLeod
June 1999 In this moduleIn this module We willWe will Look at the pressures facing businessLook at the pressures facing business Identify some "classic" BPR approachesIdentify some "classic" BPR approaches Explore a few case studiesExplore a few case studies Look at BPR principles and opportunitiesLook at BPR principles and opportunities Explore the emerging concepts of Convergent EngineeringExplore the emerging concepts of Convergent Engineering Linked Business/IT developmentLinked Business/IT development Sustainable re-engineeringSustainable re-engineering Self optimizing processesSelf optimizing processes See how to balance innovation and process improvementSee how to balance innovation and process improvement You willYou will Re-engineer a business process, reflecting the changes in aRe-engineer a business process, reflecting the changes in a business process modelbusiness process model © Graham McLeod tools99_SteveEditforPublish.prz 47 16-03-00
48.
© Graham McLeod
June 1999 The changing shape of theThe changing shape of the organizationorganization Slow Distorting Inefficient Lean Flexible Effective © Graham McLeod tools99_SteveEditforPublish.prz 48 16-03-00
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© Graham McLeod
June 1999 Serial vs Parallel flowSerial vs Parallel flow © Graham McLeod tools99_SteveEditforPublish.prz 49 16-03-00
50.
© Graham McLeod
June 1999 Debunking the MythsDebunking the Myths Information can only be in one place at a timeInformation can only be in one place at a time Shared DatabaseShared Database CommsComms Only experts can perform complex workOnly experts can perform complex work Expert SystemsExpert Systems Must choose between centralised and decentralisedMust choose between centralised and decentralised Comms NetworksComms Networks Managers make all decisionsManagers make all decisions DSSDSS Empowered StaffEmpowered Staff Field offices required to support personnel and formsField offices required to support personnel and forms Wireless CommsWireless Comms Cellular PhonesCellular Phones NotebooksNotebooks Personal contact with clients is vitalPersonal contact with clients is vital e-mail, tele / videoe-mail, tele / video conference, EDIconference, EDI Manual tracking of progress/ movementManual tracking of progress/ movement Tracking systemsTracking systems TranspondersTransponders Plans revised on fixed infrequent cyclePlans revised on fixed infrequent cycle Ongoing adaptationOngoing adaptation RapidRapid CommunicationCommunication Adapted in part from Hammer & Champy, Reengineering the Corporation © Graham McLeod tools99_SteveEditforPublish.prz 50 16-03-00
51.
© Graham McLeod
June 1999 Business Re-EngineeringBusiness Re-Engineering Looks at ways in which business can beLooks at ways in which business can be changed...changed... to be more effective in delivering value and service toto be more effective in delivering value and service to customerscustomers enhancing benefits for other stakeholders through...enhancing benefits for other stakeholders through... innovationinnovation improved qualityimproved quality greater efficiencygreater efficiency faster responsefaster response rapid adaptabilityrapid adaptability Looks at technology as an enabler to implement,Looks at technology as an enabler to implement, support and accelerate these changessupport and accelerate these changes Cuts across traditional Organizational and systemCuts across traditional Organizational and system boundariesboundaries Focuses on the customer, stakeholders and theFocuses on the customer, stakeholders and the value chain(s) producing value to these groupsvalue chain(s) producing value to these groups Slow Business is No Business ! © Graham McLeod tools99_SteveEditforPublish.prz 51 16-03-00
52.
© Graham McLeod
June 1999 Ford Purchase Management -Ford Purchase Management - BeforeBefore Purchasing Supplier Materials Accounts Payable Head Office Plant Purchase Order 2 Purchase Order 3 Payment 7 Invoice 5 Receipt 6 Goods 4 Request 1 500 staff Complex reconcilliation Very slow © Graham McLeod tools99_SteveEditforPublish.prz 52 16-03-00
53.
© Graham McLeod
June 1999 Ford Purchase Management - AfterFord Purchase Management - After Materials Supplier Plant Head Office Rejections Purchase Order Cheque Goods Staff reduction by 75% Quality of delivery ++ Very quick turnaround Computer System Inventory Database Production Schedule © Graham McLeod tools99_SteveEditforPublish.prz 53 16-03-00
54.
© Graham McLeod
June 1999 Hammer's BPR PrinciplesHammer's BPR Principles Organize around outcomes, not tasksOrganize around outcomes, not tasks Have those who use the output of the process performHave those who use the output of the process perform the processthe process Subsume information processing work into the real workSubsume information processing work into the real work that produces the informationthat produces the information Treat geographically dispersed resources as though theyTreat geographically dispersed resources as though they were centralisedwere centralised Link parallel activities instead ofLink parallel activities instead of integrating their resultsintegrating their results Put the decision point where the workPut the decision point where the work is performed, and build control into the processis performed, and build control into the process Capture information once, and at the sourceCapture information once, and at the source © Graham McLeod tools99_SteveEditforPublish.prz 54 16-03-00
55.
© Graham McLeod
June 1999 BPR at Mutual Benefit LifeBPR at Mutual Benefit Life CaseCase ManagerManager CaseCase ManagerManager CaseCase ManagerManager UnderwriterUnderwriter PhsyicianPhsyician ExpertExpert SystemSystem ExpertExpert SystemSystem ExpertExpert SystemSystem DatabasesDatabases PCsPCs MFMF Case Managers have fullCase Managers have full autonomyautonomy Good turnaround - 4hrsGood turnaround - 4hrs Avg 2 - 5 daysAvg 2 - 5 days 100 field office positions100 field office positions eliminatedeliminated Double volume of work handledDouble volume of work handled Source: M Hammer, HBR, 1990Source: M Hammer, HBR, 1990 © Graham McLeod tools99_SteveEditforPublish.prz 55 16-03-00
56.
© Graham McLeod
June 1999 Five Steps in BPRFive Steps in BPR Davenport & Short, Sloan Management Review, 1990Davenport & Short, Sloan Management Review, 1990 suggest:suggest: Develop business vision and process objectivesDevelop business vision and process objectives Identify processes to be redesignedIdentify processes to be redesigned Understand and measure the existingUnderstand and measure the existing processesprocesses Identify I.T. leversIdentify I.T. levers Design and Prototype the new processDesign and Prototype the new process To which we add:To which we add: Ensure consultation and buy-in of affected partiesEnsure consultation and buy-in of affected parties Measure effectiveness of new process as "proof of concept"Measure effectiveness of new process as "proof of concept" Ensure scalability and repeatabilityEnsure scalability and repeatability Market and routinizeMarket and routinize © Graham McLeod tools99_SteveEditforPublish.prz 56 16-03-00
57.
© Graham McLeod
June 1999 A re-engineered processA re-engineered process ISIS - Progress/Review Application Business Process Model - Dec 1996 Deposit Arriving Record Deposit Examine overall status of application. Advise parties on change in status Offer Accepted Funding Confirmed Missing Information Received Results Received Change of Application Capture Acceptance Record Funding Capture Information + Update Affected Applicants Issue new ofer Application Recorded AcademicHousing Individual Deposit External Funding University Sources 1 12 2 3 4 5 6 7 8 9 10 11 DAILY Rules Change Offer Status Withdraw Offer Advise Applicant + Refer Decisions + BigEvaluation This process should be about 2/3 Automated moving up to about 85% with full implementation of AARP. Routine Decisions to be grouped , exceptions highlighted for attention © Graham McLeod tools99_SteveEditforPublish.prz 57 16-03-00
58.
© Graham McLeod
June 1999 Divergent Models of Business andDivergent Models of Business and SoftwareSoftware Leads to inaccurate translation Long project times Unresponsive to Business Difficult to change © Graham McLeod tools99_SteveEditforPublish.prz 58 16-03-00
59.
© Graham McLeod
June 1999 Adaptive Software DevelopmentAdaptive Software Development Business DomainBusiness Domain Technical DomainTechnical Domain Time Opera- tions Opera-Opera- tionstions SupportSupport systemsystem SupportSupport SystemSystem Adapted from Dr David Taylor, Enterprise Engines Inc. Requires: Rich Models High Fidelity, Rapid Conversion of Models to Executable systems Ability to "Simulate the Business" © Graham McLeod tools99_SteveEditforPublish.prz 59 16-03-00
60.
© Graham McLeod
June 1999 A Layered ArchitectureA Layered Architecture SALES SERVICING PRODUCT DEVELOPMENT Views & Controls Business Models Legacy Systems Models must fully express business objects, rules Must be modifiable in real time Include: Information, Workflow/Process, Integration with Legacy, Business rules/constraints, Financial and other measures Concurrent "now" and "alternate" scenarios Consistent model must support: Representation, Simulation, Execution © Graham McLeod tools99_SteveEditforPublish.prz 60 16-03-00
61.
© Graham McLeod
June 1999 A "flat" design A design with "chunks" Architecture Approach reducesArchitecture Approach reduces complexitycomplexity © Graham McLeod tools99_SteveEditforPublish.prz 61 16-03-00
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© Graham McLeod
June 1999 Design ofDesign of complete business processcomplete business process includingincluding manual, partially computerisedmanual, partially computerised andand fully automatedfully automated processesprocesses Control mechanismsControl mechanisms (constraints,(constraints, responsibilities (of individuals andresponsibilities (of individuals and workgroups)) and estimated timing andworkgroups)) and estimated timing and costs of activities - allow comparison ofcosts of activities - allow comparison of alternative approachesalternative approaches UseUse concept ofconcept of outcomes andoutcomes and document statesdocument states, where "documents", where "documents" can be rich hypertext or compositecan be rich hypertext or composite documents including a variety of classesdocuments including a variety of classes and abstract data typesand abstract data types Business Process DesignBusiness Process Design Student Complete Applic.Form for Degree Capture Form Verify complete & rules adherence Resolve missing info Evaluate PostGrad Applic. Evaluate PostGrad Applic. Info missing PostGrad UnderGrad Acceptance or rejection © Graham McLeod tools99_SteveEditforPublish.prz 62 16-03-00
63.
© Graham McLeod
June 1999 Automated dispatchingAutomated dispatching and queuing ofand queuing of documents to clerks and other agentsdocuments to clerks and other agents can later be supported via workflow toolscan later be supported via workflow tools AA procedure managerprocedure manager cancan monitor performance and handlemonitor performance and handle exceptions:exceptions: - think about how to tell if the- think about how to tell if the process is working effectivelyprocess is working effectively from a business perspectivefrom a business perspective Performance modelPerformance model can becan be built to determine what informationbuilt to determine what information is needed to perform each process optimallyis needed to perform each process optimally Above two elements should be added toAbove two elements should be added to Domain ModelDomain Model Business Process DesignBusiness Process Design Student Complete Applic.Form for Degree Capture Form Verify complete & rules adherence Resolve missing info Evaluate PostGrad Applic. Evaluate PostGrad Applic. Info missing PostGrad UnderGrad Acceptance or rejection © Graham McLeod tools99_SteveEditforPublish.prz 63 16-03-00
64.
© Graham McLeod
June 1999 Complete Application Form Capture Medical Underwrite Check Bank Details Issue Contract Advise Client Credit Commission Assess Medical Rejected Low Risk High Risk Not OK OK Load Premium Client Premises Head Office Client/ Agent Doctor Doctor Premises Branch eliminated Reps have notebooks and cellphones Medical reports via internet Later Head Office processes fully automated Best case duration 2 hr 27 min Average cost reduced to R213 (US$ 47) Substantial resource savings Reengineered Assurance ProcessReengineered Assurance Process © Graham McLeod tools99_SteveEditforPublish.prz 64 16-03-00
65.
© Graham McLeod
June 1999 Why BPR can failWhy BPR can fail Lack of management commitment and followLack of management commitment and follow throughthrough Targeting too many areasTargeting too many areas Lack of measurementLack of measurement Jobs are threatenedJobs are threatened Loss of core competenciesLoss of core competencies No change from command and control toNo change from command and control to empowermentempowerment Lack of adequate or timely I.T. supportLack of adequate or timely I.T. support Lack of involvement by stakeholders at all levelsLack of involvement by stakeholders at all levels Internal rather than external focusInternal rather than external focus Not doing the necessary training, counsellingNot doing the necessary training, counselling Not changing the incentive systemsNot changing the incentive systems © Graham McLeod tools99_SteveEditforPublish.prz 65 16-03-00
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© Graham McLeod
June 1999 InnovationInnovation New IdeasNew Ideas RadicalRadical nn x changex change UnreliableUnreliable InvasiveInvasive High RiskHigh Risk "Western""Western" BPR RAD © Graham McLeod tools99_SteveEditforPublish.prz 66 16-03-00
67.
© Graham McLeod
June 1999 Continuous Improvement -Continuous Improvement - KaizenKaizen Slow, incrementalSlow, incremental improvementsimprovements ..nn times improvementtimes improvement ReliableReliable Not disruptiveNot disruptive SustainableSustainable TQM Sw Eng CMM © Graham McLeod tools99_SteveEditforPublish.prz 67 16-03-00
68.
© Graham McLeod
June 1999 Combining for sustainable, rapidCombining for sustainable, rapid improvementimprovement One-time radical changeOne-time radical change leading to..leading to.. FrameworkFramework Innovation in isolated cellsInnovation in isolated cells Kaizen in cells and inKaizen in cells and in overall processoverall process Prove innovations via pilotProve innovations via pilot before deploymentbefore deployment © Graham McLeod tools99_SteveEditforPublish.prz 68 16-03-00
69.
© Graham McLeod
June 1999 Defined Process Defined Product Perform Process Quality Check Collect Results, Measure Norms and History Review and Revise Evaluate Pilot Measure Integrate Innovations Research Group n people Process & Methods Support 2n people Project Teams 20n people Sustainable Innovation ModelSustainable Innovation Model © Graham McLeod tools99_SteveEditforPublish.prz 69 16-03-00
70.
© Graham McLeod
June 1999 Module ReferencesModule References Davenport, T H, 1993, Process Innovation: Re-engineering Work throughDavenport, T H, 1993, Process Innovation: Re-engineering Work through Information Technology, Harvard Business School PressInformation Technology, Harvard Business School Press Frank, Ulrich, 1994, Memo: A tool Supported Methodology for Analyzing and (Re-)Frank, Ulrich, 1994, Memo: A tool Supported Methodology for Analyzing and (Re-) Designing Business Information Systems, in Ege, R; Singh, M; Meyer, B (Hg):Designing Business Information Systems, in Ege, R; Singh, M; Meyer, B (Hg): Technology of Object Oriented Languages and Systems, Prentice Hall pp 367-380Technology of Object Oriented Languages and Systems, Prentice Hall pp 367-380 Hammer, Michael, 1990,Hammer, Michael, 1990, Re-Engineering Work: Don't Automate, Obliterate,Re-Engineering Work: Don't Automate, Obliterate, Harvard Business Review, July-Aug p 104-12Harvard Business Review, July-Aug p 104-12 Jacobson, Ivar; Ericsson, Maria & Jacobson, Agneta, 1994, The Object Advantage:Jacobson, Ivar; Ericsson, Maria & Jacobson, Agneta, 1994, The Object Advantage: Business Process Reengineering with Object Technology, Addison WesleyBusiness Process Reengineering with Object Technology, Addison Wesley McLeod, Graham, 1998, Extending UML for Enterprise and Business ProcessMcLeod, Graham, 1998, Extending UML for Enterprise and Business Process Modeling, UML'98 Conference, Mulhouse, FranceModeling, UML'98 Conference, Mulhouse, France Porter, M E, and Millar, V E, 1985, How Information gives you CompetitivePorter, M E, and Millar, V E, 1985, How Information gives you Competitive Advantage, Harvard Business Review, July-Aug pp 149-60Advantage, Harvard Business Review, July-Aug pp 149-60 Taylor, David, Business Engineering with Object Technology, John WileyTaylor, David, Business Engineering with Object Technology, John Wiley © Graham McLeod tools99_SteveEditforPublish.prz 70 16-03-00
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System level modelsSystem
level models © Graham McLeod tools99_SteveEditforPublish.prz 71 16-03-00
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June 1999 DataData andand ProcessProcess are integratedare integrated Financial ModelsFinancial Models can be integrated directly in behaviour ofcan be integrated directly in behaviour of business objectsbusiness objects SimulationSimulation can be achieved by using a copy of a model withcan be achieved by using a copy of a model with simulated inputs, or a changed copy of a model with realsimulated inputs, or a changed copy of a model with real inputsinputs Work flowWork flow models are easily implemented and allow tasksmodels are easily implemented and allow tasks to evolve from being manual to automated over timeto evolve from being manual to automated over time LayeringLayering helps isolate effects of changeshelps isolate effects of changes WrapperingWrappering allows us to leverage or squeeze out legacyallows us to leverage or squeeze out legacy components over time while maintaining servicecomponents over time while maintaining service Objects help integrate modelsObjects help integrate models © Graham McLeod tools99_SteveEditforPublish.prz 72 16-03-00
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June 1999 Outcomes (system level models)Outcomes (system level models) We need to rigorously consider the effect ofWe need to rigorously consider the effect of activities on underlying objects (domain, and at aactivities on underlying objects (domain, and at a design level, technical)design level, technical) Expressed as an annotation emerging from anExpressed as an annotation emerging from an Activity of the form:Activity of the form: [Object Type][State][Object Type][State] All such effects are expressedAll such effects are expressed Activities which affect the state of more thanActivities which affect the state of more than one object type are further decomposed till theyone object type are further decomposed till they do affect just one object typedo affect just one object type Discrete states potentiallyDiscrete states potentially reached by a given object typereached by a given object type are linked by a synchronisation barare linked by a synchronisation bar All Object Types named must exist in theAll Object Types named must exist in the domain modeldomain model Capture Application Client Created Application Recorded © Graham McLeod tools99_SteveEditforPublish.prz 73 16-03-00
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June 1999 Activity decomposition exampleActivity decomposition example Process Sale + Reorder Stock Stock Ordered Transaction Recorded Stock Below Reorder Level Customer Updated Transaction Recorded Decrease Stock Stock Below Reorder Level Debit Customer Customer Updated Generate Invoice Record Transaction Client Purchase Request © Graham McLeod tools99_SteveEditforPublish.prz 74 16-03-00
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June 1999 Pre- and Post-ConditionsPre- and Post-Conditions It is inefficient and cognitively messy to have all theIt is inefficient and cognitively messy to have all the invokersinvokers of anof an operation check the parameters passed.operation check the parameters passed. The checking should be done in theThe checking should be done in the receiver,receiver, where it occurs once.where it occurs once. If the Preconditions are not met, the receiver returns an errorIf the Preconditions are not met, the receiver returns an error message and does nothing else.message and does nothing else. ThisThis provides very good modularityprovides very good modularity is fail-safe andis fail-safe and promotes reuse...promotes reuse... ... leading to economical, conceptually simpler software...... leading to economical, conceptually simpler software... ... which is more reliable and easier to maintain.... which is more reliable and easier to maintain. Request Result Preconditions form a filter © Graham McLeod tools99_SteveEditforPublish.prz 75 16-03-00
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June 1999 Typical Outcomes (Event Types)Typical Outcomes (Event Types) An object isAn object is createdcreated An object isAn object is deleteddeleted An object isAn object is reclassifiedreclassified Instances of collections areInstances of collections are addedadded oror droppeddropped TheThe statestate of an object is changed byof an object is changed by updating attributesupdating attributes AnAn external eventexternal event is processedis processed e.g. We get input from the screen or the user clicks on an objecte.g. We get input from the screen or the user clicks on an object Event © Graham McLeod tools99_SteveEditforPublish.prz 76 16-03-00
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June 1999 Design Level ModelsDesign Level Models Add technical eventsAdd technical events Show inputs and outputs to/from user interfaceShow inputs and outputs to/from user interface Make use of frameworks and infrastructure componentsMake use of frameworks and infrastructure components e.g. workflow, logging, controlse.g. workflow, logging, controls Decompose so no activities affect more than one objectDecompose so no activities affect more than one object type => methodstype => methods Add logical transaction boundariesAdd logical transaction boundaries Can indicate platform allocation or geographic splitCan indicate platform allocation or geographic split With resources and volumes can be used for capacityWith resources and volumes can be used for capacity planning, performance estimatingplanning, performance estimating Accommodate existing system and data assetsAccommodate existing system and data assets © Graham McLeod tools99_SteveEditforPublish.prz 77 16-03-00
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Mapping to LayeredMapping
to Layered Architecture DesignArchitecture Design © Graham McLeod tools99_SteveEditforPublish.prz 78 16-03-00
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June 1999 In this moduleIn this module We willWe will Explore the Model, View and Controller approach to designExplore the Model, View and Controller approach to design Introduce concepts of how toIntroduce concepts of how to Map requirements (captured in the system level eventMap requirements (captured in the system level event models) onto the MVC layered architecturemodels) onto the MVC layered architecture This is a form of "responsibility driven design" which helps usThis is a form of "responsibility driven design" which helps us place behaviour in the right classesplace behaviour in the right classes The Business Object Domain Model will be enhanced withThe Business Object Domain Model will be enhanced with behaviours on the existing classes and you will define newbehaviours on the existing classes and you will define new classes to manage business processesclasses to manage business processes Legacy components will be incorporated via wrapperingLegacy components will be incorporated via wrappering © Graham McLeod tools99_SteveEditforPublish.prz 79 16-03-00
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June 1999 Model, View and ControllerModel, View and Controller View Controller Model Object Storage Windows, Display Objects, VisualWindows, Display Objects, Visual ComponentsComponents Business Process Logic, RulesBusiness Process Logic, Rules Transaction Logic, CurrentTransaction Logic, Current StateState Business Domain ObjectsBusiness Domain Objects Persistent ObjectsPersistent Objects Enduring Business (integrityEnduring Business (integrity constraints and rules)constraints and rules) © Graham McLeod tools99_SteveEditforPublish.prz 80 16-03-00
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June 1999 ViewView Responsible for providing the user interfaceResponsible for providing the user interface Contains instances of system or vendor provided classes orContains instances of system or vendor provided classes or customized componentscustomized components Handles basic events which are related to GUI or interface onlyHandles basic events which are related to GUI or interface only Minimize, maximise, drag, size a windowMinimize, maximise, drag, size a window Scroll a list or pageScroll a list or page Pop up a menu etcPop up a menu etc Communicates business events to the Controller layerCommunicates business events to the Controller layer Once screen is full, pressing the "OK" buttonOnce screen is full, pressing the "OK" button Menu item selectionMenu item selection Drag drop in direct manipulation interfaceDrag drop in direct manipulation interface © Graham McLeod tools99_SteveEditforPublish.prz 81 16-03-00
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June 1999 ControllerController Creates the user interface (view) layer and activates itCreates the user interface (view) layer and activates it Waits for eventsWaits for events Processes business eventsProcesses business events Implements transaction controlImplements transaction control Coordinates effects by sending messages to the model, and results back to theCoordinates effects by sending messages to the model, and results back to the viewview Can be at two levels:Can be at two levels: Start Create Customer A Agent1 Branch10 ProductX End Tx Sale Debit PayCommission AddSale decreaseStock Tx Technical (normally provided by framework or class library) Technology specific Could be GUI, text interactive or batch interface Business (normally user written) Not technology specific © Graham McLeod tools99_SteveEditforPublish.prz 82 16-03-00
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June 1999 ModelModel Contains the Domain Class ObjectsContains the Domain Class Objects User developed classesUser developed classes Models the business via simulationModels the business via simulation Objects are persistentObjects are persistent Normally live on a databaseNormally live on a database May implement enduring businessMay implement enduring business constraints/rulesconstraints/rules Can contain legacy components viaCan contain legacy components via "wrappers""wrappers" © Graham McLeod tools99_SteveEditforPublish.prz 83 16-03-00
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June 1999 Views & Controls Business Processes Domain Objects Process ApplicationProcess Application Legacy Systems WrapperWrapper Persistent Objects GUI desktop clients Intranet Internet Pay CommissionPay Commission Policy Agent Client ObjectObjectObjectObject ApplicationApplicationApplicationApplication ServerServerServerServer GatewayGateway Legacy Relational Data Object Storage Layered Application ArchitectureLayered Application Architecture © Graham McLeod tools99_SteveEditforPublish.prz 84 16-03-00
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June 1999 Models and the architectureModels and the architecture Process ApplicationProcess Application Legacy Systems WrapperWrapper Persistent ObjectsPersistent Objects GUI desktop clientsGUI desktop clients IntranetIntranet InternetInternet Pay CommissionPay Commission PolicyPolicy AgentAgent ClientClient GatewayGateway Domain Model not avail available Receive Reservation Request Advise Client Book Seat Seat Reserved Logic of process Individual Method Responsibilities System Event Model Proto Type Class Structure and Relation- ships Layered Design © Graham McLeod tools99_SteveEditforPublish.prz 85 16-03-00
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June 1999 Multiple "Controllers"Multiple "Controllers" The controller layer may be further subdivided into additional layersThe controller layer may be further subdivided into additional layers In one approach we separate platform dependent issues into aIn one approach we separate platform dependent issues into a "technical controller" and business logic into another layer"technical controller" and business logic into another layer Improves portability and ease of changing business logicImproves portability and ease of changing business logic The same business logic layer can support various interfaces, e.g. GUI,The same business logic layer can support various interfaces, e.g. GUI, Internet Browser and BatchInternet Browser and Batch For large systems, we will not have a monolithic controller with manyFor large systems, we will not have a monolithic controller with many methods, but define new classes permethods, but define new classes per business processbusiness process. These can. These can encapsulate the necessary status information, hold the methods toencapsulate the necessary status information, hold the methods to implement the business process, and implement the "processimplement the business process, and implement the "process manager" concept. Business Process Classes will be added to themanager" concept. Business Process Classes will be added to the Object Model built during domain modelingObject Model built during domain modeling © Graham McLeod tools99_SteveEditforPublish.prz 86 16-03-00
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June 1999 Module ReferencesModule References Bourne, John, 1992, Object Oriented Engineering: Building EngineringBourne, John, 1992, Object Oriented Engineering: Building Enginering Systems Using Smalltalk-80. Richard D Irwin, Homewood, Ill.Systems Using Smalltalk-80. Richard D Irwin, Homewood, Ill. Goldberg, Adele, 1983, Smalltalk-80: The Interactive ProgrammingGoldberg, Adele, 1983, Smalltalk-80: The Interactive Programming Environment. Addison-Wesley, Menlo Pk, CA.Environment. Addison-Wesley, Menlo Pk, CA. Khoshafian, Setrag, 1990, Object Orientation: Concepts, Languages,Khoshafian, Setrag, 1990, Object Orientation: Concepts, Languages, Databases, User Interfaces, John Wiley & Sons, NYDatabases, User Interfaces, John Wiley & Sons, NY Martin, James, 1993, Principles of Object Oriented Analysis andMartin, James, 1993, Principles of Object Oriented Analysis and Design, Prentice Hall, Englewood Cliffs, NJDesign, Prentice Hall, Englewood Cliffs, NJ ParcPlace Digitalk, 1995, VisualWorks User Guide, ParcPlace Digitalk,ParcPlace Digitalk, 1995, VisualWorks User Guide, ParcPlace Digitalk, Sunnyvale, CASunnyvale, CA Voss, Greg, 1991, Object Oriented Programming, an Introduction.Voss, Greg, 1991, Object Oriented Programming, an Introduction. McGraw-Hill, Berkeley, CAMcGraw-Hill, Berkeley, CA © Graham McLeod tools99_SteveEditforPublish.prz 87 16-03-00
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June 1999 ConclusionConclusion The approach presented has evolved over some 7 years of research andThe approach presented has evolved over some 7 years of research and consulting practiceconsulting practice It has proven capable and practical for use by average developers in commercialIt has proven capable and practical for use by average developers in commercial organizationsorganizations It is accessible to business personnel without a heavy technical background. TheIt is accessible to business personnel without a heavy technical background. The essence of models can be built quickly in interactive facilitated (JAD) sessions withessence of models can be built quickly in interactive facilitated (JAD) sessions with groups of users and analystsgroups of users and analysts The approach addresses several areas not well covered by other popular OOThe approach addresses several areas not well covered by other popular OO methods, viz:methods, viz: System dynamicsSystem dynamics Modeling beyond the "systems box" to include business issuesModeling beyond the "systems box" to include business issues Business and process engineeringBusiness and process engineering Inclusion of inputs, outputs and resources at a business levelInclusion of inputs, outputs and resources at a business level Rigorous mapping of dynamics to domain modelRigorous mapping of dynamics to domain model Seamless mapping of system dynamic models to layered design architectureSeamless mapping of system dynamic models to layered design architecture We have developed a prototype CASE tool to implement the core modelingWe have developed a prototype CASE tool to implement the core modeling approachesapproaches © Graham McLeod tools99_SteveEditforPublish.prz 88 16-03-00
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