Streamlining Content Processes Using Structured Business Process Modeling - 2013 Lavacon

@damrauja @joegollner #BPM-ContentStrategy @LavaCon
Streamlining Content Processes Using
Structured Business Process Modeling
Dr. Jackie Damrau & Joe Gollner

About the Speakers
• Dr. Jackie Damrau,
BPMN Certified Practitioner
@damrauja
• Joe Gollner, M.Phil.
Managing Director, Gnostyx Research Inc
@joegollner
@damrauja @joegollner #BPM-ContentStrategy @LavaCon

Class Introductions
Your
Info
• You are...
• I expect to...
• Your goal at Lavacon is to...
Copyright © 2013. Dr. Jackie Damrau & Joe Gollner. All rights reserved.LavaCon 2013

Agenda
• What is Business Process Modeling and Content Strategy
• BPM & Content Strategy Life Cycles
• BPM & Content Strategy Approaches
• BPM Architecture Levels
• Standards and Notations
• Tools of Our Trade
• Want to Know More...
• Where Did We Get This Stuff
• Q&A

WHAT IS BUSINESS PROCESS
MODELING AND CONTENT STRATEGY?

Business Process Modeling
vs. Business Process Management (BPM)
Definitions
A chain of sequences
(events or activities)
within an organization that
defines a workflow for
goods or services and
drives value for the
organization
Business Process
Management
An approach to organizing
that focuses on the
optimization
(streamlining) of critical
processes (sequences of
events) for purposes of
efficiency and
effectiveness.
Business Process
Modeling

Purpose for Modeling Business Processes
Source: ABPMP, 2009, p. 39
• Document existing processes
• Design a new process/approach for existing processes
• Describe new business operation requirements
• Analyze and identify improvement opportunities
• Understand process performance under varying loads or when
responding to anticipated changes
• Provide a basis for communication and discussion
• Use as:
o A training aid
o An assessment against standards and compliance requirements

BPTrends 2011 Survey says…
Source: Harom and Wolf, 2011, p. 11
2013
Survey
underway!

2013 Survey on Content Collaboration
Overcoming the
challenges
surrounding content
collaboration is
central to an
effective content
strategy and content
management
implementation
project.

Benefits of Modeling
Business Processes
• Relatively fast, easy, and inexpensive to complete
• Easier to understand graphical vs. textual
representation
• Provide a measurement baseline
• Facilitate process simulation and impact analysis
• Leverages various standards and a common set of
techniques
Source:conversationswithv.net
Source: ABPMP, 2009, p. 39

What is a Business Process?
Source: http://www.sparxsystems.com.au/downloads/whitepapers/The_Business_Process_Model.pdf
Copyright © 2013. Dr. Jackie Damrau & Joe
Gollner. All rights reserved. LavaCon 2013

Content Strategy
A strategy is a plan of action
directed towards achieving
a long-term goal through the
coordination, integration
and application of the
resources and capabilities
available to an enterprise
A Content Strategy seeks to make content a strategic asset
that can be leveraged by state-of-the-art technology to achieve
concrete business goals. This strategy will set out a plan of
balanced investments to improve how content is acquired,
delivered, engaged and managed.

"5-Why" Analysis Technique
• Ask "why" five times to get past the symptoms and get
to root cause
• Moves the person past the obvious answers (which are
often wrong) to the meaty hidden answers
• Easy to use -- no forms, software, or anything else
required
• Can be used by everyone
• Can be used formally or informally

BPM & CONTENT
STRATEGY LIFE CYCLES

BPM Lifecycle
Image Source: ©2005 by IDS Scheer AG. All Rights reserved.
Text: Davis & Brabander, ARIS Design Platform: Getting Started with BPM. Copyright © 2013. Dr. Jackie Damrau & Joe Gollner. All rights reserved.LavaCon 2013
Enables statistical
measurement to
compare targets
for improvements
Maps processes
into software with
minimum
information loss
Forms foundation
for aligning
business
processes with
corporate strategy
Aligns business
processes to
market needs/
requirements, incl.
design, analysis,
and optimization

Content Lifecycle Process
• Content is only
usefully understood
as part of its lifecycle
process
• Where it comes from?
• Where it goes?
• How it is used?
• How success is
measured?
• Why is it created in the first place?
• Calls for Business Process Modeling of Content Lifecycles

• What is a business process?
• What is content strategy?
• What commonalities do they share?
• How many times should you ask "why"?
Source: http://commons.wikimedia.org/wiki/File:Quiz_Party_Menu.jpg
Quiz Time!

BPM & CONTENT
STRATEGY APPROACHES
• Top-Down
• Bottom-Up
• 4Cs

Different Modeling Approaches
Source: gazzaleylab.ucsf.edu
Purpose:
Convey
meaning

4C’s of Good Modeling
• Validated by proper modeling construction
• Unambiguous and obvious from diagram as to which
activities are conditional, which are performed in
parallel with others, or how exceptions are handled
• Show how the process starts, all its end states, and
its communications with external entities
• All modelers should create the same model more or
less or ones that are similarly structured
Correct
Clear
Complete
Consistent

BREAK
10mins
Source: http://www.flickr.com/photos/lumaxart/2136948489/

BPM ARCHITECTURE LEVELS

Business Process Level Architecture
Source: BPTrends "State of Business Process Management 2012" (www.bptrends.com)

Level 1 - Organizational Relationship
Source :www.bizmanualz.com

Level 2 - Business Area
Source:http://www.ithacalibrary.com/sp/subjects/leaks

• BPMN
STANDARDS OR NOTATIONS
• EPC
• OPM / CMT

Business Process Modeling Notation (BPMN)
Source: otti.starmedia.com/tmp/swotti/cacheYNBTBG==/imgBpmn5.jpg

EPC Modeling Notation

• Create a process using the “happy” path process ONLY
o Sending a document through a revision cycle
o Coordinating a translation with a translation supplier
o Coordinating a content review with subject matter experts
o Pick your own!
• Present to class
Your Team Task…
Using BPMN

BREAK
10mins
Source: http://www.flickr.com/photos/lumaxart/2136948489/

OPM Modeling Notation
OPD Integrated modeling notation
designed for complex systems
Establishes Objects and
Processes as the two
fundamental building blocks
Processes change Objects
Single modeling view
- Inheritance
- Composition
- Process flow

Content Modeling Technique (CMT):
A Streamlined Profile of OPM for Content Processes
Three Building Blocks:
- Objects
- Processes
- Actors
What’s New: Actors
- Elevation of OPM Agent link
- Actors are people or organizations
who are responsible for outcomes

CMT Example
• Different types of Actors shown: Customers & Project Team
• Content objects connect each process
• Decomposition shown for an object, a process & an actor
In complex models, different views can be
used to show only objects (state transition),
Actors (responsibility matrix), or processes
(business process model)

CMT Example (Continue)
• Composition and Inheritance can be used to describe
complex content models such as DITA Specializations
• Inheritance can be used to model Is-As relationship models
(Taxonomies)
• These are critically important in modelling content
management environments

Your Team Task…
• Revise your Team Task with alternate exceptions
• Sending a document through a revision cycle
• Coordinating a translation with a translation supplier
• Coordinating a content review with subject matter experts
• Pick your own!
• Present to class
Using CMT

TOOLS OF OUR TRADE

BPM Tools
Gartner
Position - 2012 Vendor Application
Leaders Software AG ARIS, ARIS for SAP
OpenText-Metastorm Metastorm BPM, Metastorm ProVision
IBM System Architect
Mega Mega Modeling Suite
iGrafx FlowCharter 2009
Microsoft Visio
Casewise Corporate Modeler Suite
Nimbus Partners Nimbus Control
MooD International MooD Business Architect, MooD Active Enterprise
Visionaries No Magic Cameo Suite
Niche Players QPR Software QPR ProcessGuide
Sparx Systems Enterprise Architect
BusinessGenetics xBML W5
Other OPCAT OPM Modeling Tool (www.opcat.com)
Source: http://www.gartner.com/technology/reprints.do?id=1-18B65W4&ct=111213&st=sb

WANT TO KNOW MORE...

Enhance Your BPM Skills…
Degrees
Certifications
• Kelley School of Business
• BS, Business – Information
& Process Management
Major
• Widener University
• MS, Business Process
Innovation
• Boston University
• bpmessentials.com
• University Alliance
• Univ. of California – Irvine
• Univ. of Illinois – Springfield
• Univ. of North Carolina – Charlotte
• Association of Business
Process Management
Professionals (ABPMP)
• International Institute of
Business Analysis (IIBA)
• BPM Institute.org
Professional Associations
• Univ. of San Francisco
• Villanova University
• Widener University
• Association for Information and
Image Management (AIIM)
• Object Management Group (OMG)

WHERE DID WE GET THIS STUFF...
Source: http://www.flickr.com/photos/rosenfeldmedia/4459977926/

1. Business Process Management Common Body of Knowledge (BPM CBOK®),
Version 2.0 – Second Release. (2009). Association of Business Process
Management Professionals.
2. Dyer, Lisa. (2013, January). “Information Architecture and Business Process
Management: A Recipe for New Business Value.” STC Intercom (www.stc.com)
3. Harmon, Paul. (2013, March 13). “What New Technology Should a Manager Use?”
BPTrends Email Advisor (www.bptrends.com)
4. Harmon, Paul, and Wolf, Celia. (2011, December). “Business Process Modeling
Survey: A BPTrends Report.” BPTrends (www.bptrends.com)
5. Harmon, Paul, and Wolf, Celia. (2012, March). "State of Business Process
Management - 2012." BPTrends (www.bptrends.com)
6. Recker, Jan. (2013, March 9). “Class Notes: BPM Research and Education — How
Was School Today?” BPTrends e-zine (www.bptrends.com)
7. Rockwell, Dan (aka Leadership Freak). (2013, March 15). “Thriving Through
Process.” Leadership Freak blog (leadershipfreak.wordpress.com)
8. University of San Francisco. (2013). "Applied business Process Manaement, Book 1
of 2, Weeks 1-4. (http://www.usanfranonline.com/certificate-programs-online/)
Presentation Resources

Book Recommendations

How to Contact Us!
DR. JACKIE DAMRAU
BPM Analyst / Trainer
Email: jdamrau3@gmail.com
Phone: 214-505-0100
Twitter: @damrauja
LinkedIn: Jackie Damrau
Joe Gollner, M.Phil.
Content Solution Architect
Email: jag@gnostyx.com
Phone: 613-670-5786
Twitter: @joegollner
Blog: www.gollner.ca

Additional Modeling Options
• Flow Charting
• UML
• SIPOC
• Swim Lanes
• IDEF-0
• Systems Dynamics
• Value Chain
• LOVEM-E
• Value Stream Mapping

Flow Charting Notation
Source: edrawsoft.comSource: http://en.wikipedia.org/wiki/Flowchart

Swim Lanes
Source: blog.larimarconsulting.com

Value Chain
Analysis Design Develop Implement Evaluate
• Collect
• Analyze
• Delivery
• Objectives
• Descriptions
• Collect Content
• Lesson Plan
• Document Types
• Create Test
• Build Course
• Create Materials
• Type of Media
• Beta
Test
• Pilot
• Teach
• Complete Evals
• Review Evals
• Make Changes

Unified Modeling Language (UML)
Source:ukpdf.info

IDEF-0
Source: edrawsoft.com
Source: http://en.wikipedia.org/wiki/IDEF0

LOVEM-E
Source: http://www.ibm.com/developerworks/webservices/library/ws-improvesoa/

SIPOC
Source:six-sigma-material.com

Systems Dynamics
Source: suggestsoft.com

Value Stream Mapping
Source:engineeringeconomist.blogspot.com

Streamlining Content Processes Using Structured Business Process Modeling - 2013 Lavacon

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Streamlining Content Processes Using Structured Business Process Modeling - 2013 Lavacon