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Copyright 2015
Marcello LaRosa
BPMDiscipline, Information SystemsSchool
Queensland University ofTechnology
One process variant never fits all!
each process is varied by product & brand:
Insurance value chain at Suncorp
Source: Guidewire
Total number of process tasks: ~15,000
Total number of process models: ~3,000
30
variants
500
avg. tasks
Home      
Motor        
Commercial     
Liability     
CTP / WC      
Product
dev
Sales Service Claims
Consolidated model representing a family of process model variants, from
which each variant can be derived via model transformations after
customization decisions are taken.
Model transformations can be achieved by behavioral:
• Restriction
• Extension
3
Customizable process model
4
An actively researched topic…
95 relevant publications on the topic:
M. La Rosa, W. van der Aalst, M. Dumas, F. Milani, Business Process Variability Modeling: A Survey. ACM Computing Surveys, 2017
0
2
4
6
8
10
12
14
2000 2001 2002 2003 2004 2005 2006 2007 2008 2009 2010 2011 2012 2013 2014 2015 2016 2017
- 23 different approaches
- 11 main approaches subsume the other 12
RQ1: What are the commonalities and distinctive characteristics
of approaches to customizable process modeling?
RQ2: What criteria can be used to select between different
approaches?
RQ3: What research gaps exist in the literature on customizable
process modeling that may require further work?
5
How to choose?
Evaluation criteria
6
• “What is captured in customizable process models?”
• “How are customized models derived from customizable ones?”
what how
(trans.)
how
(trans.)
how
(decisions)
meta-level
Taxonomy of process model customization approaches
• C-iEPCs
• Configurable Workflows
• ADOM
Node
Configuration
• Configurative process modeling
• Superimposed variants
• aEPCs
Element
Annotation
• PESOA
• BPFM
• Feature Composition Model
Activity
Specialization
• Provop
• Template and Rules
Fragment
Customization
Variability mechanism Main approaches
Synopsis
• Customization by restriction
• Configurable node (activity, gateway, resource, object)
• Configuration options assigned to each configurable node
• Customization by selecting one configurable option per
configurable node
• Customization may be carried out via domain model
(questionnaire model)
• Notation and model transformations are approach-specific
Group 1: Node Configuration
8
Node
Configuration
Main and subsumed approaches
9
Group 1: Node Configuration
C-iEPCs
KobrA
Korherr & List
Configurable
Workflows
CoSeNet
ADOM
10
Example process family: post-production @ AFTRS
Footage
prepared
for edit
Finish on
film
Film
finishing
Film
editing
Receive
footage
Shooting
completed
Film
shooting
Prepare
film for
editing
Finish
completed
Edit
offline
Perform
neg-
matching
Footage
prepared
for edit
Film
editing
V
Receive
footage
Tape
shooting
Prepare
tape for
editing
V
Film
shooting
Prepare
film
for editing
Finish on
film
Film
finishing
Finish on
tape
Transfer in
telecine
Tape
finishing
V
V
Shooting
completed
Finish
completed
Edit
offline
Perform
neg-
matching
Transfer
completed
Footage
prepared
for edit
Film
editing
Receive
footage
Film
shooting
Prepare
film
for editing
Finish on
film
Film
finishing
Finish on
tape
Transfer in
telecine
Tape
finishing
X
X
Shooting
completed
Finish
completed
Edit
offline
Perform
neg-
matching
Transfer
completed
Edit
offline
Finish
completed
Footage
prepared
for edit
Finish on
film
Film
finishing
Film
editing
Receive
footage
Tape
shooting
Prepare
tape for
editing
Film
shooting
Prepare
film
for editing
X
X
Shooting
completed
Perform
neg-
matching
Footage
prepared
for edit
Tape
editing
Receive
footage
Film
shooting
Prepare
film for
editing
Finish on
film
Record
digital film
master
Recording
finished
Film
finishing
Edit
offline
Shooting
completed
Edit
online
Footage
prepared
for edit
Finish on
tape
Tape
finishing
Tape
editing
Receive
footage
Tape
shooting
Prepare
tape for
editing
Shooting
completed
Edit
offline
Edit
online
Finish
completed
Release
completed
Release
on new
medium
a b c d e f
Finish
completed
Event OR gateway
AND gateway
XOR gateway
Activity
Sequence
flow
X
V
V
11
Footage
prepared
for edit
Finish on
film
Film
finishing
Film
editing
Receive
footage
Shooting
completed
Film
shooting
Prepare
film for
editing
Finish
completed
Edit
offline
Perform
neg-
matching
Footage
prepared
for edit
Film
editing
V
Receive
footage
Tape
shooting
Prepare
tape for
editing
V
Film
shooting
Prepare
film
for editing
Finish on
film
Film
finishing
Finish on
tape
Transfer in
telecine
Tape
finishing
V
V
Shooting
completed
Finish
completed
Edit
offline
Perform
neg-
matching
Transfer
completed
Footage
prepared
for edit
Film
editing
Receive
footage
Film
shooting
Prepare
film
for editing
Finish on
film
Film
finishing
Finish on
tape
Transfer in
telecine
Tape
finishing
X
X
Shooting
completed
Finish
completed
Edit
offline
Perform
neg-
matching
Transfer
completed
Edit
offline
Finish
completed
Footage
prepared
for edit
Finish on
film
Film
finishing
Film
editing
Receive
footage
Tape
shooting
Prepare
tape for
editing
Film
shooting
Prepare
film
for editing
X
X
Shooting
completed
Perform
neg-
matching
Footage
prepared
for edit
Tape
editing
Receive
footage
Film
shooting
Prepare
film for
editing
Finish on
film
Record
digital film
master
Recording
finished
Film
finishing
Edit
offline
Shooting
completed
Edit
online
Footage
prepared
for edit
Finish on
tape
Tape
finishing
Tape
editing
Receive
footage
Tape
shooting
Prepare
tape for
editing
Shooting
completed
Edit
offline
Edit
online
Finish
completed
Release
completed
Release
on new
medium
a b c d e f
Finish
completed
Event OR gateway
AND gateway
XOR gateway
Activity
Sequence
flow
X
V
V
Example process family: post-production @ AFTRS
12
Footage
prepared
for edit
Finish on
film
Film
finishing
Film
editing
Receive
footage
Shooting
completed
Film
shooting
Prepare
film for
editing
Finish
completed
Edit
offline
Perform
neg-
matching
Footage
prepared
for edit
Film
editing
V
Receive
footage
Tape
shooting
Prepare
tape for
editing
V
Film
shooting
Prepare
film
for editing
Finish on
film
Film
finishing
Finish on
tape
Transfer in
telecine
Tape
finishing
V
V
Shooting
completed
Finish
completed
Edit
offline
Perform
neg-
matching
Transfer
completed
Footage
prepared
for edit
Film
editing
Receive
footage
Film
shooting
Prepare
film
for editing
Finish on
film
Film
finishing
Finish on
tape
Transfer in
telecine
Tape
finishing
X
X
Shooting
completed
Finish
completed
Edit
offline
Perform
neg-
matching
Transfer
completed
Edit
offline
Finish
completed
Footage
prepared
for edit
Finish on
film
Film
finishing
Film
editing
Receive
footage
Tape
shooting
Prepare
tape for
editing
Film
shooting
Prepare
film
for editing
X
X
Shooting
completed
Perform
neg-
matching
Footage
prepared
for edit
Tape
editing
Receive
footage
Film
shooting
Prepare
film for
editing
Finish on
film
Record
digital film
master
Recording
finished
Film
finishing
Edit
offline
Shooting
completed
Edit
online
Footage
prepared
for edit
Finish on
tape
Tape
finishing
Tape
editing
Receive
footage
Tape
shooting
Prepare
tape for
editing
Shooting
completed
Edit
offline
Edit
online
Finish
completed
Release
completed
Release
on new
medium
a b c d e f
Finish
completed
Event OR gateway
AND gateway
XOR gateway
Activity
Sequence
flow
X
V
V
Example process family: post-production @ AFTRS
Group 1: Node Configuration
Example: C-iEPCs
Edit
offline
V
Footage
prepared
for edit
V
Receive
footage
Shooting
completed
Film
finishing
Edit
online
Perform
negmatching
Tape
editing
Film
editing
Tape
finishing
Tape
shooting
Prepare tape
for editing
V
V
V
Film
shooting
Prepare film
for editing
Edited picture Editing notes
Temp picture
Director
Editor
Supervisor
Producer
A. Director
2:5
V
V
Release
completed
Finish on film
Recording
finished
Finish
completed
Film
finishing
Edit
online
Perform
negmatching
Finish on tape
Transfer in
Telecite
Tape
editing
Film
editing
Transfer
finished
Tape
finishing
Record digital
film master
V
V
Release on
new medium
Edited picture Editing notes
A. Director
Resource
Object
n:m Range gateway
Arc for optional
node
Release
completed
Finish
completed
Release on
new medium
Configurable gateway
Configurable activity
Resource Configurable resource
Object Configurable object
n:m n:mRange gateway
Configurable
range gateway
Arc for optional
node
M. Rosemann, W. van der Aalst, A Configurable Reference Modelling Language. Information Systems, 2003
configurable
gateway
configurable
activity
configurable
object
configurable
resource
Group 1: Node Configuration
Example: C-iEPCs
Edit
offline
V
Footage
prepared
for edit
V
Receive
footage
Shooting
completed
Film
finishing
Edit
online
Perform
negmatching
Tape
editing
Film
editing
Tape
finishing
Tape
shooting
Prepare tape
for editing
V
V
V
Film
shooting
Prepare film
for editing
Edited picture Editing notes
Temp picture
Director
Editor
Supervisor
Producer
A. Director
2:5
M. Rosemann, W. van der Aalst, A Configurable Reference Modelling Language. Information Systems, 2003
Edit
offline
Footage
prepared
for edit
Receive
footage
Shooting
completed
Edit
online
Tape
editing
Tape
shooting
Prepare tape
for editing
V
Edited picture
Temp picture
Director
Editor
Group 1: Node Configuration
Example: C-iEPCs (abstraction via questionnaire models)
M. La Rosa, J. Lux, S. Seidel, M. Dumas, A. ter Hofstede, Questionnaire-driven Configuration of Reference Process Models. CAiSE, 2007
Post-
production
finished
New media
finish
e
b4
V
Film
finish
c4
a4
d
Tape
finish
Telecine
transfer
Record DFM
SEQa4
V
SEQb4
Tape finish
Linking the two models…
f6: Home
f4: Cinema
f5: TV
f7: Mobile
f8: Internet
q2:What are the primary
distribution channels?
f15: New media finish
f13: Tape finish
f14: Film finish
q5: Which are the expected
deliverables?
DC6 DC8
MC22
MC25
PC4
DC6: f5 ⇒ f13
DC8: f8 ⇒ f15
MC22: pON ⇔ f13
d
MC25: pON ⇔ f15
e
PC4: pON ⇒ pSEQ
d c4
b4
Domain constraints Mapping Process constraints
New media
finish
17
Group 1: Node Configuration
Evaluation: C-iEPCs
Control-flow
Resources
Objects
Conceptual
Executable
Restriction
Extension
Abstraction
Guidance
Structural
Behavioral
+ + + + - + - + + + + + + +
Formalization
Implementation
Validation
Scope
Customization
Type
Supporting techniques Extra-Functional
Process
Perspective
Process
Type
Decision
Support
Correctness
Support
Synopsis
• Customization by restriction
• Annotations of model elements (activity, event, sequence flow,
resource, object) with domain properties
• Assignment via domain conditions (Boolean expressions)
• Customization by switching off annotated elements based on
which domain properties are selected
• Customization may be carried out via domain model
(feature model or product hierarchy)
• Notation and model transformations are approach-specific
Group 2: Element Annotation
18
Element
Annotation
Main and subsumed approaches
19
Group 2: Element Annotation
Configurative
process
modeling
Superimposed
variants
aEPCs
Gröner et al.
Group 2: Element Annotation
Example: Superimposed variants
K. Czarnecki, M. Antkiewicz, Mapping Features to Models: A Template Approach Based on Superimposed Variants. GPCE, 2005
21
Group 2: Activity Specialization
Example: Superimposed variants (abstraction via feature models)
Picture
post-production
New mediumFilmTape
Finish
NegmatchingOnline
Offline Cut
Editing Transfer
Telecine DFM
Shooting
FilmTape
Feature Mandatory Optional
XORORAND
Picture
post-production
New mediumFilmTape
Finish
NegmatchingOnline
Cut
Editing Transfer
Telecine DFM
Feature Mandatory Optional
XORORAND
22
Group 2: Element Annotation
Evaluation: Superimposed variants
Control-flow
Resources
Objects
Conceptual
Executable
Restriction
Extension
Abstraction
Guidance
Structural
Behavioral
+ - - + - + - + - + - + + -
Implementation
Validation
Scope
Customization
Type
Supporting techniques Extra-Functional
Process
Perspective
Process
Type
Decision
Support
Correctness
Support
Formalization
Synopsis
• Customization by restriction
• Specialization of abstract activities and attributes
• Specializations (variants) assigned to abstract activities and
attributes
• Customization by selecting one or more variants per abstract
activity or attribute
• Customization may be carried out via domain model (feature
model)
• Notation: variants connected to abstract activities via arcs
• Model transformations are approach-specific
Group 3: Activity Specialization
23
Activity
Specialization
Main and subsumed approaches
24
Group 3: Activity Specialization
PESOA
Razavian
& Khosravi
Cluskys &
Caplinskas
Kulkarni &
Barat
BPFM
Ripon et
al.
Nguyen et
al.
Feature
Composition
Model
Group 3: Activity Specialization
Example: PESOA
<<VarPoint>>
Prepare medium
for editing
Edit
offline
<<Variant>>
Prepare film
for editing
<<Default>>
Prepare tape
for editing
<<Abstract>>
Cut picture
<<Variant>>
Perform
negmatching
<<Default>>
Edit
online
<<Optional>>
Transfer in
telecine
<<Null>>
Transfer tape
to film
<<VarPoint>>
Finish
<<Default>>
Finish on
tape
<<Variant>>
Finish on
film<<Variant>>
Record digital
film master
(b)
(a)
Receive
footage
...
<<VarPoint>>
...
<<Variant>>
...
Start event
End event
OR gateway
Specialization
<<Abstract>>
...
<<Null>>
...
<<Default>>
...
Variation
points
Variants
Activity
Sequence
flow
Edit
offline
<<Default>>
Prepare Tape
for editing
<<Default>>
Edit
online
Receive
footage
<<Optional>>
Release on
new medium
<<Optional>>
...
<<VarPoint>>
Prepare medium
for editing
<<Abstract>>
Cut picture
<<VarPoint>>
Prepare medium
for editing
Edit
offline
<<Variant>>
Prepare film
for editing
<<Default>>
Prepare tape
for editing
<<Abstract>>
Cut picture
<<Variant>>
Perform
negmatching
<<Default>>
Edit
online
<<Optional>>
Transfer in
telecine
<<Null>>
Transfer tape
to film
<<VarPoint>>
Finish
<<Default>>
Finish on
tape
<<Variant>>
Finish on
film<<Variant>>
Record digital
film master
(b)
(a)
Receive
footage
...
<<VarPoint>>
...
<<Variant>>
...
Start event
End event
OR gateway
Specialization
<<Abstract>>
...
<<Null>>
...
<<Default>>
...
Variation
points
Variants
Activity
Sequence
flow
Edit
offline
<<Default>>
Prepare Tape
for editing
<<Default>>
Edit
online
Receive
footage
<<Optional>>
Release on
new medium
<<Optional>>
...
<<VarPoint>>
Prepare medium
for editing
<<Abstract>>
Cut picture
A. Schnieders, F. Puhlmann, Variability Mechanisms in E-Business Process Families. BIS, 2006
<<VarPoint>>
Prepare medium
for editing
Edit
offline
<<Variant>>
Prepare film
for editing
<<Default>>
Prepare tape
for editing
<<Abstract>>
Cut picture
<<Variant>>
Perform
negmatching
<<Default>>
Edit
online
<<Optional>>
Transfer in
telecine
<<Null>>
Transfer tape
to film
<<VarPoint>>
Finish
<<Default>>
Finish on
tape
<<Variant>>
Finish on
film<<Variant>>
Record digital
film master
(b)
(a)
Receive
footage
...
<<VarPoint>>
...
<<Variant>>
...
Start event
End event
OR gateway
Specialization
<<Abstract>>
...
<<Null>>
...
<<Default>>
...
Variation
points
Variants
Activity
Sequence
flow
Edit
offline
<<Default>>
Prepare Tape
for editing
<<Default>>
Edit
online
Receive
footage
<<Optional>>
Release on
new medium
<<Optional>>
...
<<VarPoint>>
Prepare medium
for editing
<<Abstract>>
Cut picture
26
Group 3: Activity Specialization
Evaluation: PESOA
Control-flow
Resources
Objects
Conceptual
Executable
Restriction
Extension
Abstraction
Guidance
Structural
Behavioral
± - + + - + - + - - - ± ± +
Validation
Scope
Customization
Type
Supporting techniques Extra-Functional
Process
Perspective
Process
Type
Decision
Support
Correctness
Support
Formalization
Implementation
Synopsis
• Customization by restriction and extension
• Customization of SESE fragments, marked by adjustment points
• Customization by applying change operations: DELETE, INSERT,
MOVE, REPLACE on fragments, MODIFY on activity attributes
• Operations can be organized in operation sequences
• Customization may be driven by domain conditions over domain
properties
• Notation and model transformations are approach-specific
Group 4: Fragment Customization
27
Fragment
Customization
Main and subsumed approaches
28
Group 4: Fragment Customization
Provop
vBPMN
Santos et
al.
Machado
et al.
Template and
Rules
Group 4: Fragment Customization
Example: Provop
Footage
prepared
for edit
Finish on
film
Film
finishing
Film
editing
Receive
footage
Shooting
completed
Film
shooting
Prepare
film for
editing
Finish
completed
Edit
offline
Perform
negmatchin
g
t
Base model
Option1
INSERT
Start => z
Release
new
medium
Release
complete
DELETE
Option3
INSERT
Tape
editing
Edit
online
Start => w
End => x
INSERT
Start => y
End => n
Record
digital film
master
Recording
finished
INSERT
Tape
shooting
Prepare tape
for editing
Start => t
End => u
Option4
INSERT
Start => x
End => z
Finish on
tape
Transfer in
telecine
Tape
finishing
Transfer
completed
Options
u
w
x
y
z
Start
End
w x
DELETE
w z
INSERT
Tape
editing
Edit
online
Start => w
End => z
Start
Tape
finishing
Finish on
tape
End
Start
Start
End
Start
CONTEXT RULE:
IF Finish =
New medium
CONTEXT RULE:
IF Shooting = Film
AND Edit = Online
AND Finish = Film
CONTEXT RULE:
IF Shooting = ( Tape
AND Film ) AND Edit =
Offline AND Finish =
( Tape AND Film )
Adjustment
point
label StartFragment
entry End
Fragment
exit
n
p
End
End
Start
Finish
completed
End
End => p
Option2
DELETE
z p
CONTEXT RULE:
IF Shooting = Tape
AND Edit = Online
AND Finish = Tape
Option
constraint
A. Hallerbach, T. Bauer, M. Reichert, Managing Process Variants in the Process Life Cycle. ICEIS, 2008
30
Group 4: Fragment Customization
Evaluation: Provop
Control-flow
Resources
Objects
Conceptual
Executable
Restriction
Extension
Abstraction
Guidance
Structural
Behavioral
+ ± ± + - + + + - - - ± + ±
Implementation
Validation
Scope
Customization
Type
Supporting techniques Extra-Functional
Process
Perspective
Process
Type
Decision
Support
Correctness
Support
Formalization
Totalcitations
Control-flow
Resources
Objects
Conceptual
Executable
Restriction
Extension
Abstraction
Guidance
Structural
Behavioral
C-iEPCs 2003 1,313 C-iEPCs + + + + - + - + + + + + + +
Configurative Proc. Modeling 2004 278 eEPCs ± + + + - + + + - ± - - + ±
PESOA 2005 226 BPMN, UML ADs ± - + + - + - + - - - ± ± +
Superimposed Variants 2005 1,287 UML ADs + - - + - + - + - + - + + -
Configurable Workflows 2006 772 C-YAWL, C-SAP, C-BPEL + - - + + + - + + + + + + +
ADOM 2007 125 UML ADs, EPCs, BPMN + - - + - + + - - ± - + - ±
BPFM 2008 22 UML ADs ± - - + - + + - - - - - ± -
Provop 2008 577 Any + ± ± + - + + + - - - ± + ±
aEPCs 2009 90 aEPCs ± - - + - + - + - + - + + +
Template and Rules 2009 52 Block-structured BPEL ± ± ± + + + + + - + + ± + -
Feature Model Composition 2010 29 Any - + + + ± + - - - + + + + -
KobrA 2000 297 UML ADs + - - + - + - + - - - - + ±
Ciuksys & Caplinskas 2006 15 UML ADs ± - - + - + - + - - - - - -
Korherr & List 2007 33 UML ADs + - - + - + - + - - - - - -
Razavian & Khosravi 2008 55 UML ADs ± - + + - + - - - - - - - -
Kulkarni & Barat 2010 15 BPMN ± - - + - + - - - - - ± - -
Ripon et al. 2010 10 UML ADs ± - - + - + - + - - - - - -
Santos et al. 2010 22 BPMN + + - + - + + + - - - - - -
CoSeNet 2011 34 CoSeNets + - - + ± + + - - + + ± + ±
Machado et al. 2011 16 BPMN + - - + ± + + + - - - + ± -
Nguyen et al. 2011 27 BPMN ± - + + - + - + - - - - + -
vBPMN 2011 36 Block-structured BPMN + - - + ± - + - - + + + + ±
Gröner et al. 2013 22 Block-structured BPMN ± - - + - + - + ± - - ± + ±
MainSubsumed
Extra-Functional
Process
Perspective
Process
Type
Decision
Support
Correctness
Support
Formalization
Implementation
Validation
Approach
Yearof
primarypublication
Processmodeling
language
Scope Customi-
zation
Type
Supporting techniques
Comparative analysis
31
Totalcitations
Control-flow
Resources
Objects
Conceptual
Executable
Restriction
Extension
Abstraction
Guidance
Structural
Behavioral
C-iEPCs 2003 1,313 C-iEPCs + + + + - + - + + + + + + +
Configurative Proc. Modeling 2004 278 eEPCs ± + + + - + + + - ± - - + ±
PESOA 2005 226 BPMN, UML ADs ± - + + - + - + - - - ± ± +
Superimposed Variants 2005 1,287 UML ADs + - - + - + - + - + - + + -
Configurable Workflows 2006 772 C-YAWL, C-SAP, C-BPEL + - - + + + - + + + + + + +
ADOM 2007 125 UML ADs, EPCs, BPMN + - - + - + + - - ± - + - ±
BPFM 2008 22 UML ADs ± - - + - + + - - - - - ± -
Provop 2008 577 Any + ± ± + - + + + - - - ± + ±
aEPCs 2009 90 aEPCs ± - - + - + - + - + - + + +
Template and Rules 2009 52 Block-structured BPEL ± ± ± + + + + + - + + ± + -
Feature Model Composition 2010 29 Any - + + + ± + - - - + + + + -
KobrA 2000 297 UML ADs + - - + - + - + - - - - + ±
Ciuksys & Caplinskas 2006 15 UML ADs ± - - + - + - + - - - - - -
Korherr & List 2007 33 UML ADs + - - + - + - + - - - - - -
Razavian & Khosravi 2008 55 UML ADs ± - + + - + - - - - - - - -
Kulkarni & Barat 2010 15 BPMN ± - - + - + - - - - - ± - -
Ripon et al. 2010 10 UML ADs ± - - + - + - + - - - - - -
Santos et al. 2010 22 BPMN + + - + - + + + - - - - - -
CoSeNet 2011 34 CoSeNets + - - + ± + + - - + + ± + ±
Machado et al. 2011 16 BPMN + - - + ± + + + - - - + ± -
Nguyen et al. 2011 27 BPMN ± - + + - + - + - - - - + -
vBPMN 2011 36 Block-structured BPMN + - - + ± - + - - + + + + ±
Gröner et al. 2013 22 Block-structured BPMN ± - - + - + - + ± - - ± + ±
MainSubsumed
Extra-Functional
Process
Perspective
Process
Type
Decision
Support
Correctness
Support
Formalization
Implementation
Validation
Approach
Yearof
primarypublication
Processmodeling
language
Scope Customi-
zation
Type
Supporting techniques
Comparative analysis
32
Totalcitations
Control-flow
Resources
Objects
Conceptual
Executable
Restriction
Extension
Abstraction
Guidance
Structural
Behavioral
C-iEPCs 2003 1,313 C-iEPCs + + + + - + - + + + + + + +
Configurative Proc. Modeling 2004 278 eEPCs ± + + + - + + + - ± - - + ±
PESOA 2005 226 BPMN, UML ADs ± - + + - + - + - - - ± ± +
Superimposed Variants 2005 1,287 UML ADs + - - + - + - + - + - + + -
Configurable Workflows 2006 772 C-YAWL, C-SAP, C-BPEL + - - + + + - + + + + + + +
ADOM 2007 125 UML ADs, EPCs, BPMN + - - + - + + - - ± - + - ±
BPFM 2008 22 UML ADs ± - - + - + + - - - - - ± -
Provop 2008 577 Any + ± ± + - + + + - - - ± + ±
aEPCs 2009 90 aEPCs ± - - + - + - + - + - + + +
Template and Rules 2009 52 Block-structured BPEL ± ± ± + + + + + - + + ± + -
Feature Model Composition 2010 29 Any - + + + ± + - - - + + + + -
KobrA 2000 297 UML ADs + - - + - + - + - - - - + ±
Ciuksys & Caplinskas 2006 15 UML ADs ± - - + - + - + - - - - - -
Korherr & List 2007 33 UML ADs + - - + - + - + - - - - - -
Razavian & Khosravi 2008 55 UML ADs ± - + + - + - - - - - - - -
Kulkarni & Barat 2010 15 BPMN ± - - + - + - - - - - ± - -
Ripon et al. 2010 10 UML ADs ± - - + - + - + - - - - - -
Santos et al. 2010 22 BPMN + + - + - + + + - - - - - -
CoSeNet 2011 34 CoSeNets + - - + ± + + - - + + ± + ±
Machado et al. 2011 16 BPMN + - - + ± + + + - - - + ± -
Nguyen et al. 2011 27 BPMN ± - + + - + - + - - - - + -
vBPMN 2011 36 Block-structured BPMN + - - + ± - + - - + + + + ±
Gröner et al. 2013 22 Block-structured BPMN ± - - + - + - + ± - - ± + ±
MainSubsumed
Extra-Functional
Process
Perspective
Process
Type
Decision
Support
Correctness
Support
Formalization
Implementation
Validation
Approach
Yearof
primarypublication
Processmodeling
language
Scope Customi-
zation
Type
Supporting techniques
Comparative analysis
33
Totalcitations
Control-flow
Resources
Objects
Conceptual
Executable
Restriction
Extension
Abstraction
Guidance
Structural
Behavioral
C-iEPCs 2003 1,313 C-iEPCs + + + + - + - + + + + + + +
Configurative Proc. Modeling 2004 278 eEPCs ± + + + - + + + - ± - - + ±
PESOA 2005 226 BPMN, UML ADs ± - + + - + - + - - - ± ± +
Superimposed Variants 2005 1,287 UML ADs + - - + - + - + - + - + + -
Configurable Workflows 2006 772 C-YAWL, C-SAP, C-BPEL + - - + + + - + + + + + + +
ADOM 2007 125 UML ADs, EPCs, BPMN + - - + - + + - - ± - + - ±
BPFM 2008 22 UML ADs ± - - + - + + - - - - - ± -
Provop 2008 577 Any + ± ± + - + + + - - - ± + ±
aEPCs 2009 90 aEPCs ± - - + - + - + - + - + + +
Template and Rules 2009 52 Block-structured BPEL ± ± ± + + + + + - + + ± + -
Feature Model Composition 2010 29 Any - + + + ± + - - - + + + + -
KobrA 2000 297 UML ADs + - - + - + - + - - - - + ±
Ciuksys & Caplinskas 2006 15 UML ADs ± - - + - + - + - - - - - -
Korherr & List 2007 33 UML ADs + - - + - + - + - - - - - -
Razavian & Khosravi 2008 55 UML ADs ± - + + - + - - - - - - - -
Kulkarni & Barat 2010 15 BPMN ± - - + - + - - - - - ± - -
Ripon et al. 2010 10 UML ADs ± - - + - + - + - - - - - -
Santos et al. 2010 22 BPMN + + - + - + + + - - - - - -
CoSeNet 2011 34 CoSeNets + - - + ± + + - - + + ± + ±
Machado et al. 2011 16 BPMN + - - + ± + + + - - - + ± -
Nguyen et al. 2011 27 BPMN ± - + + - + - + - - - - + -
vBPMN 2011 36 Block-structured BPMN + - - + ± - + - - + + + + ±
Gröner et al. 2013 22 Block-structured BPMN ± - - + - + - + ± - - ± + ±
MainSubsumed
Extra-Functional
Process
Perspective
Process
Type
Decision
Support
Correctness
Support
Formalization
Implementation
Validation
Approach
Yearof
primarypublication
Processmodeling
language
Scope Customi-
zation
Type
Supporting techniques
Comparative analysis
34
Discussion on research questions
35
RQ1: What are the commonalities and distinctive features of
approaches to customizable process modeling?
Commonalities
• Hosting process modeling language: conceptual
• Variation point: control-flow
Distinctions
• Customization by restriction vs extension
• Correctness preservation
• Link to domain models
Discussion on research questions
36
RQ2: What criteria can be used to select between different
approaches?
1. Choose customization by extension for better
maintainability of incrementally growing process model
families
2. Choose correctness support for complex process models
with many variation points
3. Choose domain link for intricate and inter-dependent
customization decisions
Discussion on research questions
37
RQ3: What general limitations or research gaps exist in the
literature on customizable process modeling that may require
further work?
1. Very limited support for step-by-step guidance and
iterative feedback
2. None addresses the question of which customization
option leads to a customized model with better
performance
3. Scarcity of comparative empirical evaluations (what
approach is most usable in practice?)
4. How to construct a customizable process model in the first
place, and maintain it over time?
performance
A meta-model for Customizable Process Performance Indicators
B. Estrada-Torres, A. del-Río-Ortega, M. Resinas, A. Ruiz Cortés: Identifying Variability in Process Performance Indicators. BPM Forum, 2016
Discussion on research questions
39
RQ3: What general limitations or research gaps exist in the
literature on customizable process modeling that may require
further work?
1. Very limited support for step-by-step guidance and
iterative feedback
2. None addresses the question of which customization
option leads to a customized model with better
performance
3. Scarcity of comparative empirical evaluations (what
approach is most usable in practice?)
4. How to construct a customizable process model in the first
place, and maintain it over time?
How to construct a customizable process model in the first
place, and maintain it over time?
performance
From modeling to mining of process variants
mining
Event log 1
Event log 2
Process model 1
Process model 2
merging
M. La Rosa, M. Dumas, R. Uba, and R. M. Dijkman. Business Process Model Merging: An Approach to Business Process Consolidation.
ACM TOSEM, 2013
Customizable
process model
L. García-Bañuelos, M. Dumas, M. La Rosa, Jochen De Weerdt, C.C. Ekanayake. Controlled automated discovery of collections of
business process models. Information Systems, 2014
From modeling to mining of process variants
Customizable
process model
From modeling to mining of process variants
Tool support: Apromore (apromore.org)
• Open-source BPM analytics platform as Software as a Service
• Focus is on end users (business analysts, not data scientists)
• 50+ OSGi plugins
!
!
3 parts of 4 weeks each
28 August 2017
Register at
BPM Discipline, IS School
Science & Engineering Faculty
Queensland University of Technology
m.larosa@qut.edu.au
marcellolarosa.com

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Modeling Business Process Variability: Are We Done Yet?

  • 1. Copyright 2015 Marcello LaRosa BPMDiscipline, Information SystemsSchool Queensland University ofTechnology
  • 2. One process variant never fits all! each process is varied by product & brand: Insurance value chain at Suncorp Source: Guidewire Total number of process tasks: ~15,000 Total number of process models: ~3,000 30 variants 500 avg. tasks Home       Motor         Commercial      Liability      CTP / WC       Product dev Sales Service Claims
  • 3. Consolidated model representing a family of process model variants, from which each variant can be derived via model transformations after customization decisions are taken. Model transformations can be achieved by behavioral: • Restriction • Extension 3 Customizable process model
  • 4. 4 An actively researched topic… 95 relevant publications on the topic: M. La Rosa, W. van der Aalst, M. Dumas, F. Milani, Business Process Variability Modeling: A Survey. ACM Computing Surveys, 2017 0 2 4 6 8 10 12 14 2000 2001 2002 2003 2004 2005 2006 2007 2008 2009 2010 2011 2012 2013 2014 2015 2016 2017 - 23 different approaches - 11 main approaches subsume the other 12
  • 5. RQ1: What are the commonalities and distinctive characteristics of approaches to customizable process modeling? RQ2: What criteria can be used to select between different approaches? RQ3: What research gaps exist in the literature on customizable process modeling that may require further work? 5 How to choose?
  • 6. Evaluation criteria 6 • “What is captured in customizable process models?” • “How are customized models derived from customizable ones?” what how (trans.) how (trans.) how (decisions) meta-level
  • 7. Taxonomy of process model customization approaches • C-iEPCs • Configurable Workflows • ADOM Node Configuration • Configurative process modeling • Superimposed variants • aEPCs Element Annotation • PESOA • BPFM • Feature Composition Model Activity Specialization • Provop • Template and Rules Fragment Customization Variability mechanism Main approaches
  • 8. Synopsis • Customization by restriction • Configurable node (activity, gateway, resource, object) • Configuration options assigned to each configurable node • Customization by selecting one configurable option per configurable node • Customization may be carried out via domain model (questionnaire model) • Notation and model transformations are approach-specific Group 1: Node Configuration 8 Node Configuration
  • 9. Main and subsumed approaches 9 Group 1: Node Configuration C-iEPCs KobrA Korherr & List Configurable Workflows CoSeNet ADOM
  • 10. 10 Example process family: post-production @ AFTRS Footage prepared for edit Finish on film Film finishing Film editing Receive footage Shooting completed Film shooting Prepare film for editing Finish completed Edit offline Perform neg- matching Footage prepared for edit Film editing V Receive footage Tape shooting Prepare tape for editing V Film shooting Prepare film for editing Finish on film Film finishing Finish on tape Transfer in telecine Tape finishing V V Shooting completed Finish completed Edit offline Perform neg- matching Transfer completed Footage prepared for edit Film editing Receive footage Film shooting Prepare film for editing Finish on film Film finishing Finish on tape Transfer in telecine Tape finishing X X Shooting completed Finish completed Edit offline Perform neg- matching Transfer completed Edit offline Finish completed Footage prepared for edit Finish on film Film finishing Film editing Receive footage Tape shooting Prepare tape for editing Film shooting Prepare film for editing X X Shooting completed Perform neg- matching Footage prepared for edit Tape editing Receive footage Film shooting Prepare film for editing Finish on film Record digital film master Recording finished Film finishing Edit offline Shooting completed Edit online Footage prepared for edit Finish on tape Tape finishing Tape editing Receive footage Tape shooting Prepare tape for editing Shooting completed Edit offline Edit online Finish completed Release completed Release on new medium a b c d e f Finish completed Event OR gateway AND gateway XOR gateway Activity Sequence flow X V V
  • 11. 11 Footage prepared for edit Finish on film Film finishing Film editing Receive footage Shooting completed Film shooting Prepare film for editing Finish completed Edit offline Perform neg- matching Footage prepared for edit Film editing V Receive footage Tape shooting Prepare tape for editing V Film shooting Prepare film for editing Finish on film Film finishing Finish on tape Transfer in telecine Tape finishing V V Shooting completed Finish completed Edit offline Perform neg- matching Transfer completed Footage prepared for edit Film editing Receive footage Film shooting Prepare film for editing Finish on film Film finishing Finish on tape Transfer in telecine Tape finishing X X Shooting completed Finish completed Edit offline Perform neg- matching Transfer completed Edit offline Finish completed Footage prepared for edit Finish on film Film finishing Film editing Receive footage Tape shooting Prepare tape for editing Film shooting Prepare film for editing X X Shooting completed Perform neg- matching Footage prepared for edit Tape editing Receive footage Film shooting Prepare film for editing Finish on film Record digital film master Recording finished Film finishing Edit offline Shooting completed Edit online Footage prepared for edit Finish on tape Tape finishing Tape editing Receive footage Tape shooting Prepare tape for editing Shooting completed Edit offline Edit online Finish completed Release completed Release on new medium a b c d e f Finish completed Event OR gateway AND gateway XOR gateway Activity Sequence flow X V V Example process family: post-production @ AFTRS
  • 12. 12 Footage prepared for edit Finish on film Film finishing Film editing Receive footage Shooting completed Film shooting Prepare film for editing Finish completed Edit offline Perform neg- matching Footage prepared for edit Film editing V Receive footage Tape shooting Prepare tape for editing V Film shooting Prepare film for editing Finish on film Film finishing Finish on tape Transfer in telecine Tape finishing V V Shooting completed Finish completed Edit offline Perform neg- matching Transfer completed Footage prepared for edit Film editing Receive footage Film shooting Prepare film for editing Finish on film Film finishing Finish on tape Transfer in telecine Tape finishing X X Shooting completed Finish completed Edit offline Perform neg- matching Transfer completed Edit offline Finish completed Footage prepared for edit Finish on film Film finishing Film editing Receive footage Tape shooting Prepare tape for editing Film shooting Prepare film for editing X X Shooting completed Perform neg- matching Footage prepared for edit Tape editing Receive footage Film shooting Prepare film for editing Finish on film Record digital film master Recording finished Film finishing Edit offline Shooting completed Edit online Footage prepared for edit Finish on tape Tape finishing Tape editing Receive footage Tape shooting Prepare tape for editing Shooting completed Edit offline Edit online Finish completed Release completed Release on new medium a b c d e f Finish completed Event OR gateway AND gateway XOR gateway Activity Sequence flow X V V Example process family: post-production @ AFTRS
  • 13. Group 1: Node Configuration Example: C-iEPCs Edit offline V Footage prepared for edit V Receive footage Shooting completed Film finishing Edit online Perform negmatching Tape editing Film editing Tape finishing Tape shooting Prepare tape for editing V V V Film shooting Prepare film for editing Edited picture Editing notes Temp picture Director Editor Supervisor Producer A. Director 2:5 V V Release completed Finish on film Recording finished Finish completed Film finishing Edit online Perform negmatching Finish on tape Transfer in Telecite Tape editing Film editing Transfer finished Tape finishing Record digital film master V V Release on new medium Edited picture Editing notes A. Director Resource Object n:m Range gateway Arc for optional node Release completed Finish completed Release on new medium Configurable gateway Configurable activity Resource Configurable resource Object Configurable object n:m n:mRange gateway Configurable range gateway Arc for optional node M. Rosemann, W. van der Aalst, A Configurable Reference Modelling Language. Information Systems, 2003 configurable gateway configurable activity configurable object configurable resource
  • 14. Group 1: Node Configuration Example: C-iEPCs Edit offline V Footage prepared for edit V Receive footage Shooting completed Film finishing Edit online Perform negmatching Tape editing Film editing Tape finishing Tape shooting Prepare tape for editing V V V Film shooting Prepare film for editing Edited picture Editing notes Temp picture Director Editor Supervisor Producer A. Director 2:5 M. Rosemann, W. van der Aalst, A Configurable Reference Modelling Language. Information Systems, 2003 Edit offline Footage prepared for edit Receive footage Shooting completed Edit online Tape editing Tape shooting Prepare tape for editing V Edited picture Temp picture Director Editor
  • 15. Group 1: Node Configuration Example: C-iEPCs (abstraction via questionnaire models) M. La Rosa, J. Lux, S. Seidel, M. Dumas, A. ter Hofstede, Questionnaire-driven Configuration of Reference Process Models. CAiSE, 2007
  • 16. Post- production finished New media finish e b4 V Film finish c4 a4 d Tape finish Telecine transfer Record DFM SEQa4 V SEQb4 Tape finish Linking the two models… f6: Home f4: Cinema f5: TV f7: Mobile f8: Internet q2:What are the primary distribution channels? f15: New media finish f13: Tape finish f14: Film finish q5: Which are the expected deliverables? DC6 DC8 MC22 MC25 PC4 DC6: f5 ⇒ f13 DC8: f8 ⇒ f15 MC22: pON ⇔ f13 d MC25: pON ⇔ f15 e PC4: pON ⇒ pSEQ d c4 b4 Domain constraints Mapping Process constraints New media finish
  • 17. 17 Group 1: Node Configuration Evaluation: C-iEPCs Control-flow Resources Objects Conceptual Executable Restriction Extension Abstraction Guidance Structural Behavioral + + + + - + - + + + + + + + Formalization Implementation Validation Scope Customization Type Supporting techniques Extra-Functional Process Perspective Process Type Decision Support Correctness Support
  • 18. Synopsis • Customization by restriction • Annotations of model elements (activity, event, sequence flow, resource, object) with domain properties • Assignment via domain conditions (Boolean expressions) • Customization by switching off annotated elements based on which domain properties are selected • Customization may be carried out via domain model (feature model or product hierarchy) • Notation and model transformations are approach-specific Group 2: Element Annotation 18 Element Annotation
  • 19. Main and subsumed approaches 19 Group 2: Element Annotation Configurative process modeling Superimposed variants aEPCs Gröner et al.
  • 20. Group 2: Element Annotation Example: Superimposed variants K. Czarnecki, M. Antkiewicz, Mapping Features to Models: A Template Approach Based on Superimposed Variants. GPCE, 2005
  • 21. 21 Group 2: Activity Specialization Example: Superimposed variants (abstraction via feature models) Picture post-production New mediumFilmTape Finish NegmatchingOnline Offline Cut Editing Transfer Telecine DFM Shooting FilmTape Feature Mandatory Optional XORORAND Picture post-production New mediumFilmTape Finish NegmatchingOnline Cut Editing Transfer Telecine DFM Feature Mandatory Optional XORORAND
  • 22. 22 Group 2: Element Annotation Evaluation: Superimposed variants Control-flow Resources Objects Conceptual Executable Restriction Extension Abstraction Guidance Structural Behavioral + - - + - + - + - + - + + - Implementation Validation Scope Customization Type Supporting techniques Extra-Functional Process Perspective Process Type Decision Support Correctness Support Formalization
  • 23. Synopsis • Customization by restriction • Specialization of abstract activities and attributes • Specializations (variants) assigned to abstract activities and attributes • Customization by selecting one or more variants per abstract activity or attribute • Customization may be carried out via domain model (feature model) • Notation: variants connected to abstract activities via arcs • Model transformations are approach-specific Group 3: Activity Specialization 23 Activity Specialization
  • 24. Main and subsumed approaches 24 Group 3: Activity Specialization PESOA Razavian & Khosravi Cluskys & Caplinskas Kulkarni & Barat BPFM Ripon et al. Nguyen et al. Feature Composition Model
  • 25. Group 3: Activity Specialization Example: PESOA <<VarPoint>> Prepare medium for editing Edit offline <<Variant>> Prepare film for editing <<Default>> Prepare tape for editing <<Abstract>> Cut picture <<Variant>> Perform negmatching <<Default>> Edit online <<Optional>> Transfer in telecine <<Null>> Transfer tape to film <<VarPoint>> Finish <<Default>> Finish on tape <<Variant>> Finish on film<<Variant>> Record digital film master (b) (a) Receive footage ... <<VarPoint>> ... <<Variant>> ... Start event End event OR gateway Specialization <<Abstract>> ... <<Null>> ... <<Default>> ... Variation points Variants Activity Sequence flow Edit offline <<Default>> Prepare Tape for editing <<Default>> Edit online Receive footage <<Optional>> Release on new medium <<Optional>> ... <<VarPoint>> Prepare medium for editing <<Abstract>> Cut picture <<VarPoint>> Prepare medium for editing Edit offline <<Variant>> Prepare film for editing <<Default>> Prepare tape for editing <<Abstract>> Cut picture <<Variant>> Perform negmatching <<Default>> Edit online <<Optional>> Transfer in telecine <<Null>> Transfer tape to film <<VarPoint>> Finish <<Default>> Finish on tape <<Variant>> Finish on film<<Variant>> Record digital film master (b) (a) Receive footage ... <<VarPoint>> ... <<Variant>> ... Start event End event OR gateway Specialization <<Abstract>> ... <<Null>> ... <<Default>> ... Variation points Variants Activity Sequence flow Edit offline <<Default>> Prepare Tape for editing <<Default>> Edit online Receive footage <<Optional>> Release on new medium <<Optional>> ... <<VarPoint>> Prepare medium for editing <<Abstract>> Cut picture A. Schnieders, F. Puhlmann, Variability Mechanisms in E-Business Process Families. BIS, 2006 <<VarPoint>> Prepare medium for editing Edit offline <<Variant>> Prepare film for editing <<Default>> Prepare tape for editing <<Abstract>> Cut picture <<Variant>> Perform negmatching <<Default>> Edit online <<Optional>> Transfer in telecine <<Null>> Transfer tape to film <<VarPoint>> Finish <<Default>> Finish on tape <<Variant>> Finish on film<<Variant>> Record digital film master (b) (a) Receive footage ... <<VarPoint>> ... <<Variant>> ... Start event End event OR gateway Specialization <<Abstract>> ... <<Null>> ... <<Default>> ... Variation points Variants Activity Sequence flow Edit offline <<Default>> Prepare Tape for editing <<Default>> Edit online Receive footage <<Optional>> Release on new medium <<Optional>> ... <<VarPoint>> Prepare medium for editing <<Abstract>> Cut picture
  • 26. 26 Group 3: Activity Specialization Evaluation: PESOA Control-flow Resources Objects Conceptual Executable Restriction Extension Abstraction Guidance Structural Behavioral ± - + + - + - + - - - ± ± + Validation Scope Customization Type Supporting techniques Extra-Functional Process Perspective Process Type Decision Support Correctness Support Formalization Implementation
  • 27. Synopsis • Customization by restriction and extension • Customization of SESE fragments, marked by adjustment points • Customization by applying change operations: DELETE, INSERT, MOVE, REPLACE on fragments, MODIFY on activity attributes • Operations can be organized in operation sequences • Customization may be driven by domain conditions over domain properties • Notation and model transformations are approach-specific Group 4: Fragment Customization 27 Fragment Customization
  • 28. Main and subsumed approaches 28 Group 4: Fragment Customization Provop vBPMN Santos et al. Machado et al. Template and Rules
  • 29. Group 4: Fragment Customization Example: Provop Footage prepared for edit Finish on film Film finishing Film editing Receive footage Shooting completed Film shooting Prepare film for editing Finish completed Edit offline Perform negmatchin g t Base model Option1 INSERT Start => z Release new medium Release complete DELETE Option3 INSERT Tape editing Edit online Start => w End => x INSERT Start => y End => n Record digital film master Recording finished INSERT Tape shooting Prepare tape for editing Start => t End => u Option4 INSERT Start => x End => z Finish on tape Transfer in telecine Tape finishing Transfer completed Options u w x y z Start End w x DELETE w z INSERT Tape editing Edit online Start => w End => z Start Tape finishing Finish on tape End Start Start End Start CONTEXT RULE: IF Finish = New medium CONTEXT RULE: IF Shooting = Film AND Edit = Online AND Finish = Film CONTEXT RULE: IF Shooting = ( Tape AND Film ) AND Edit = Offline AND Finish = ( Tape AND Film ) Adjustment point label StartFragment entry End Fragment exit n p End End Start Finish completed End End => p Option2 DELETE z p CONTEXT RULE: IF Shooting = Tape AND Edit = Online AND Finish = Tape Option constraint A. Hallerbach, T. Bauer, M. Reichert, Managing Process Variants in the Process Life Cycle. ICEIS, 2008
  • 30. 30 Group 4: Fragment Customization Evaluation: Provop Control-flow Resources Objects Conceptual Executable Restriction Extension Abstraction Guidance Structural Behavioral + ± ± + - + + + - - - ± + ± Implementation Validation Scope Customization Type Supporting techniques Extra-Functional Process Perspective Process Type Decision Support Correctness Support Formalization
  • 31. Totalcitations Control-flow Resources Objects Conceptual Executable Restriction Extension Abstraction Guidance Structural Behavioral C-iEPCs 2003 1,313 C-iEPCs + + + + - + - + + + + + + + Configurative Proc. Modeling 2004 278 eEPCs ± + + + - + + + - ± - - + ± PESOA 2005 226 BPMN, UML ADs ± - + + - + - + - - - ± ± + Superimposed Variants 2005 1,287 UML ADs + - - + - + - + - + - + + - Configurable Workflows 2006 772 C-YAWL, C-SAP, C-BPEL + - - + + + - + + + + + + + ADOM 2007 125 UML ADs, EPCs, BPMN + - - + - + + - - ± - + - ± BPFM 2008 22 UML ADs ± - - + - + + - - - - - ± - Provop 2008 577 Any + ± ± + - + + + - - - ± + ± aEPCs 2009 90 aEPCs ± - - + - + - + - + - + + + Template and Rules 2009 52 Block-structured BPEL ± ± ± + + + + + - + + ± + - Feature Model Composition 2010 29 Any - + + + ± + - - - + + + + - KobrA 2000 297 UML ADs + - - + - + - + - - - - + ± Ciuksys & Caplinskas 2006 15 UML ADs ± - - + - + - + - - - - - - Korherr & List 2007 33 UML ADs + - - + - + - + - - - - - - Razavian & Khosravi 2008 55 UML ADs ± - + + - + - - - - - - - - Kulkarni & Barat 2010 15 BPMN ± - - + - + - - - - - ± - - Ripon et al. 2010 10 UML ADs ± - - + - + - + - - - - - - Santos et al. 2010 22 BPMN + + - + - + + + - - - - - - CoSeNet 2011 34 CoSeNets + - - + ± + + - - + + ± + ± Machado et al. 2011 16 BPMN + - - + ± + + + - - - + ± - Nguyen et al. 2011 27 BPMN ± - + + - + - + - - - - + - vBPMN 2011 36 Block-structured BPMN + - - + ± - + - - + + + + ± Gröner et al. 2013 22 Block-structured BPMN ± - - + - + - + ± - - ± + ± MainSubsumed Extra-Functional Process Perspective Process Type Decision Support Correctness Support Formalization Implementation Validation Approach Yearof primarypublication Processmodeling language Scope Customi- zation Type Supporting techniques Comparative analysis 31
  • 32. Totalcitations Control-flow Resources Objects Conceptual Executable Restriction Extension Abstraction Guidance Structural Behavioral C-iEPCs 2003 1,313 C-iEPCs + + + + - + - + + + + + + + Configurative Proc. Modeling 2004 278 eEPCs ± + + + - + + + - ± - - + ± PESOA 2005 226 BPMN, UML ADs ± - + + - + - + - - - ± ± + Superimposed Variants 2005 1,287 UML ADs + - - + - + - + - + - + + - Configurable Workflows 2006 772 C-YAWL, C-SAP, C-BPEL + - - + + + - + + + + + + + ADOM 2007 125 UML ADs, EPCs, BPMN + - - + - + + - - ± - + - ± BPFM 2008 22 UML ADs ± - - + - + + - - - - - ± - Provop 2008 577 Any + ± ± + - + + + - - - ± + ± aEPCs 2009 90 aEPCs ± - - + - + - + - + - + + + Template and Rules 2009 52 Block-structured BPEL ± ± ± + + + + + - + + ± + - Feature Model Composition 2010 29 Any - + + + ± + - - - + + + + - KobrA 2000 297 UML ADs + - - + - + - + - - - - + ± Ciuksys & Caplinskas 2006 15 UML ADs ± - - + - + - + - - - - - - Korherr & List 2007 33 UML ADs + - - + - + - + - - - - - - Razavian & Khosravi 2008 55 UML ADs ± - + + - + - - - - - - - - Kulkarni & Barat 2010 15 BPMN ± - - + - + - - - - - ± - - Ripon et al. 2010 10 UML ADs ± - - + - + - + - - - - - - Santos et al. 2010 22 BPMN + + - + - + + + - - - - - - CoSeNet 2011 34 CoSeNets + - - + ± + + - - + + ± + ± Machado et al. 2011 16 BPMN + - - + ± + + + - - - + ± - Nguyen et al. 2011 27 BPMN ± - + + - + - + - - - - + - vBPMN 2011 36 Block-structured BPMN + - - + ± - + - - + + + + ± Gröner et al. 2013 22 Block-structured BPMN ± - - + - + - + ± - - ± + ± MainSubsumed Extra-Functional Process Perspective Process Type Decision Support Correctness Support Formalization Implementation Validation Approach Yearof primarypublication Processmodeling language Scope Customi- zation Type Supporting techniques Comparative analysis 32
  • 33. Totalcitations Control-flow Resources Objects Conceptual Executable Restriction Extension Abstraction Guidance Structural Behavioral C-iEPCs 2003 1,313 C-iEPCs + + + + - + - + + + + + + + Configurative Proc. Modeling 2004 278 eEPCs ± + + + - + + + - ± - - + ± PESOA 2005 226 BPMN, UML ADs ± - + + - + - + - - - ± ± + Superimposed Variants 2005 1,287 UML ADs + - - + - + - + - + - + + - Configurable Workflows 2006 772 C-YAWL, C-SAP, C-BPEL + - - + + + - + + + + + + + ADOM 2007 125 UML ADs, EPCs, BPMN + - - + - + + - - ± - + - ± BPFM 2008 22 UML ADs ± - - + - + + - - - - - ± - Provop 2008 577 Any + ± ± + - + + + - - - ± + ± aEPCs 2009 90 aEPCs ± - - + - + - + - + - + + + Template and Rules 2009 52 Block-structured BPEL ± ± ± + + + + + - + + ± + - Feature Model Composition 2010 29 Any - + + + ± + - - - + + + + - KobrA 2000 297 UML ADs + - - + - + - + - - - - + ± Ciuksys & Caplinskas 2006 15 UML ADs ± - - + - + - + - - - - - - Korherr & List 2007 33 UML ADs + - - + - + - + - - - - - - Razavian & Khosravi 2008 55 UML ADs ± - + + - + - - - - - - - - Kulkarni & Barat 2010 15 BPMN ± - - + - + - - - - - ± - - Ripon et al. 2010 10 UML ADs ± - - + - + - + - - - - - - Santos et al. 2010 22 BPMN + + - + - + + + - - - - - - CoSeNet 2011 34 CoSeNets + - - + ± + + - - + + ± + ± Machado et al. 2011 16 BPMN + - - + ± + + + - - - + ± - Nguyen et al. 2011 27 BPMN ± - + + - + - + - - - - + - vBPMN 2011 36 Block-structured BPMN + - - + ± - + - - + + + + ± Gröner et al. 2013 22 Block-structured BPMN ± - - + - + - + ± - - ± + ± MainSubsumed Extra-Functional Process Perspective Process Type Decision Support Correctness Support Formalization Implementation Validation Approach Yearof primarypublication Processmodeling language Scope Customi- zation Type Supporting techniques Comparative analysis 33
  • 34. Totalcitations Control-flow Resources Objects Conceptual Executable Restriction Extension Abstraction Guidance Structural Behavioral C-iEPCs 2003 1,313 C-iEPCs + + + + - + - + + + + + + + Configurative Proc. Modeling 2004 278 eEPCs ± + + + - + + + - ± - - + ± PESOA 2005 226 BPMN, UML ADs ± - + + - + - + - - - ± ± + Superimposed Variants 2005 1,287 UML ADs + - - + - + - + - + - + + - Configurable Workflows 2006 772 C-YAWL, C-SAP, C-BPEL + - - + + + - + + + + + + + ADOM 2007 125 UML ADs, EPCs, BPMN + - - + - + + - - ± - + - ± BPFM 2008 22 UML ADs ± - - + - + + - - - - - ± - Provop 2008 577 Any + ± ± + - + + + - - - ± + ± aEPCs 2009 90 aEPCs ± - - + - + - + - + - + + + Template and Rules 2009 52 Block-structured BPEL ± ± ± + + + + + - + + ± + - Feature Model Composition 2010 29 Any - + + + ± + - - - + + + + - KobrA 2000 297 UML ADs + - - + - + - + - - - - + ± Ciuksys & Caplinskas 2006 15 UML ADs ± - - + - + - + - - - - - - Korherr & List 2007 33 UML ADs + - - + - + - + - - - - - - Razavian & Khosravi 2008 55 UML ADs ± - + + - + - - - - - - - - Kulkarni & Barat 2010 15 BPMN ± - - + - + - - - - - ± - - Ripon et al. 2010 10 UML ADs ± - - + - + - + - - - - - - Santos et al. 2010 22 BPMN + + - + - + + + - - - - - - CoSeNet 2011 34 CoSeNets + - - + ± + + - - + + ± + ± Machado et al. 2011 16 BPMN + - - + ± + + + - - - + ± - Nguyen et al. 2011 27 BPMN ± - + + - + - + - - - - + - vBPMN 2011 36 Block-structured BPMN + - - + ± - + - - + + + + ± Gröner et al. 2013 22 Block-structured BPMN ± - - + - + - + ± - - ± + ± MainSubsumed Extra-Functional Process Perspective Process Type Decision Support Correctness Support Formalization Implementation Validation Approach Yearof primarypublication Processmodeling language Scope Customi- zation Type Supporting techniques Comparative analysis 34
  • 35. Discussion on research questions 35 RQ1: What are the commonalities and distinctive features of approaches to customizable process modeling? Commonalities • Hosting process modeling language: conceptual • Variation point: control-flow Distinctions • Customization by restriction vs extension • Correctness preservation • Link to domain models
  • 36. Discussion on research questions 36 RQ2: What criteria can be used to select between different approaches? 1. Choose customization by extension for better maintainability of incrementally growing process model families 2. Choose correctness support for complex process models with many variation points 3. Choose domain link for intricate and inter-dependent customization decisions
  • 37. Discussion on research questions 37 RQ3: What general limitations or research gaps exist in the literature on customizable process modeling that may require further work? 1. Very limited support for step-by-step guidance and iterative feedback 2. None addresses the question of which customization option leads to a customized model with better performance 3. Scarcity of comparative empirical evaluations (what approach is most usable in practice?) 4. How to construct a customizable process model in the first place, and maintain it over time? performance
  • 38. A meta-model for Customizable Process Performance Indicators B. Estrada-Torres, A. del-Río-Ortega, M. Resinas, A. Ruiz Cortés: Identifying Variability in Process Performance Indicators. BPM Forum, 2016
  • 39. Discussion on research questions 39 RQ3: What general limitations or research gaps exist in the literature on customizable process modeling that may require further work? 1. Very limited support for step-by-step guidance and iterative feedback 2. None addresses the question of which customization option leads to a customized model with better performance 3. Scarcity of comparative empirical evaluations (what approach is most usable in practice?) 4. How to construct a customizable process model in the first place, and maintain it over time? How to construct a customizable process model in the first place, and maintain it over time? performance
  • 40. From modeling to mining of process variants mining Event log 1 Event log 2 Process model 1 Process model 2 merging M. La Rosa, M. Dumas, R. Uba, and R. M. Dijkman. Business Process Model Merging: An Approach to Business Process Consolidation. ACM TOSEM, 2013 Customizable process model L. García-Bañuelos, M. Dumas, M. La Rosa, Jochen De Weerdt, C.C. Ekanayake. Controlled automated discovery of collections of business process models. Information Systems, 2014
  • 41. From modeling to mining of process variants Customizable process model
  • 42. From modeling to mining of process variants
  • 43. Tool support: Apromore (apromore.org) • Open-source BPM analytics platform as Software as a Service • Focus is on end users (business analysts, not data scientists) • 50+ OSGi plugins ! !
  • 44. 3 parts of 4 weeks each 28 August 2017 Register at
  • 45. BPM Discipline, IS School Science & Engineering Faculty Queensland University of Technology m.larosa@qut.edu.au marcellolarosa.com