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jBPM Community Training #2: The BPM Practice
1.
jBPM5 Community Training
Sponsored by Plugtree
2. Module 2: BPM Discipline
jBPM5 Community Training
version: 1.0-SNAPSHOT
Release Date: 01/28/2011
Under The Creative Common License
3. Module 2: BPM Discipline
jBPM5 Community Training Course by
Mauricio "Salaboy" Salatino is licensed
under a Creative Commons Attribution
3.0 Unported License.
Based on a work at salaboy.wordpress.
com.
Permissions beyond the scope of this
license may be available at http:
//salaboy.wordpress.com/.
4. Agenda
What is a Business Process? Why do we need them?
Advantages of knowing your business processes
Business Process Management Introduction
Stage #1: Discover
Stage #2: Formalize
Stage #3: Implement
Stage #4: Runtime
Stage #5: Monitor
Stage #6: Improve
Conclusions
5. Process? What?
Process
[pros-es; especially Brit. proh-ses] noun, plural proc·ess·es
–noun
A systematic series of actions directed to some end: to
devise a process for homogenizing milk.
A continuous action, operation, or series of changes
taking place in a definite manner: the process of decay.
–verb
To treat or prepare by some particular process, as in
manufacturing.
to convert (an agricultural commodity) into marketable
form by a special process, as pasteurization.
6. What Process means for Us
Process
Set of ordered actions that tends to transform an
input to a desired output
7. Business? What?
Business /ˈbɪznɪs/ Show Spelled[biz-nis]
–noun
The purchase and sale of goods in an attempt to makea
profit.
–adjective
Of, noting, or pertaining to business, its organization, or
its procedures.
8. What Business means for Us
Business
Relative to a domain, company or a scoped scenario,
where certain rules and actions needs to be applied to
achieve a goal.
9. What Business Goal means for Us
Business Goal
Objective to be satisfied inside the business scope that
gives to the company a profit/benefit in some way.
11. Sequence of Actions
Sequence of actions
Well defined set of actions that are executed/done in a
specific order
The sequence can be repeated multiple times for
different situation but the goal of the process must
remain the same
The sequence doesn't change frequently (let's say doesn't
change every second, but it can change every week or
every month)
The actions are atomic and well focused
12. Performed by Humans and Systems
Performed by Humans and Systems
Humans and Systems behave differently
Some mechanisms are required to make them work
together seamesly
We need to understand deeply the requirements for
these types of interactions
13. To achieve a business goal
To achieve a business goal
The most important part of the definition
We need to understand why the process was created and
the results that the company expect from it
We need to keep the process goal updated in order to
validate that each activity inside it is contributing to
achieve the objective
We can measure how and which are the costs of
achieving the proposed goal in order to improve the
profit/benefits.
15. Business Process Management History
Business Process Management History
Was born more than 30 years ago
Focused on improve how companies work
Workflows, person to person interactions come first
A business related approach come later with high level
concepts
The BPM discipline was created to provide a framework
where business processes can be discovered and
improved over the years
16. Business Process Management Stages
Business Process Management Stages
Stage #1: Discover
Stage #2: Formalize
Stage #3: Implement
Stage #4: Runtime
Stage #5: Monitor
Stage #6: Improve
17. BPM Stage #1: Discover
BPM Stage #1: Discover key points
Find how the work is being done
Interview every person involved with the process under
analysis.
Explain the reasons and the purposes of the interviews
Find the information that persons and systems
are handling for achieving each activity.
Find out the paper work that it's being done inside the
process.
Collect and structure the interviews answers to find out a
textual description about how the work is done in the
company.
18. BPM Stage #2: Formalize
BPM Stage #2: Formalize
Use a formal language to model the discovered process.
This is usually a business analyst task.
Use business language to describe the activity names
inside the process
Don't use technical/obfuscated language to describe
business activities
Keep in mind the process perspective and the process
goal
Validate the formal model with business people
19. BPM Stage #3: Implement
BPM Stage #3: Implement
Create and add all the technical details needed to run
your business process definition
Identify and setup users and groups information
Define and implement User Interfaces for Human Tasks
Interactions
Create third party and internal system connectors
Define a dictionary that contains systems, applications
and services and the developed connectors
Define a dictionary that contains users, groups and the
services or data structures that are being used to retrieve
their information
20. BPM Stage #4: Runtime
BPM Stage #4: Runtime
Define and setup an execution environment (usually
centralized and accessible via network/internet)
Define a small group of users that will be responsible to
do their activities using the implemented users interfaces
Assist the users in their first experiences
Take notes about common problems and exceptional
situations and their solutions
Measure the amount of completed processes and
activities
21. BPM Stage #5: Monitor
BPM Stage #5: Monitor
Create and setup business specific widgets to monitor
relevant metrics from the process executions
Measure process specific metrics
Completion Time, Number of activities completed,
etc
Create dashboard-like screens that helps for decision
making processes
Take notes about improvements that can significantly
change process performance (business related
performance)
22. BPM Stage #6: Improve
BPM Stage #6: Improve
Based on overall notes scope the next iteration
Define next interation's goal
Focus your proposal into maximize business benefits
Be ready to improve all the created assets
24. BPM Some Recommendations
BPM Some Recommendations
The success of the BPM initiative is highly related with
the culture of the company
A mind shift from all company levels is required
Find a good internal sponsor that backs you up during
the BPM stages
Teach people about how to participate in the BPM
practice, most of them want to improve the way of
working
25. BPM Tips and Tricks
BPM Tips and Tricks
Get involved with the people that do the work everyday
Discovering new business process is not an easy task, be
careful
Understand the goal that each business process has in
real life
Scope your iterations wisely
Try to get something working from end to end in first
iterations, you can improve it later
Be there for end users, answer questions, help them to
adopt the new proposal
26. Conclusions
Conclusions
BPM will guide you to an iterative and continuous
improvement of your business processes
Your business processes are a very important business
asset that gives to all the company visibility about how
the work is being done
BPM is not about technology is about improvement
You need to define and understand perfectly the
company, the people and the goal that you are trying to
achieve with the project
BPM will not fix everything
27. Next Modules
Stay tuned for the next modules that will explain important
topics such as:
The Business Process Modeling and Notation V2
jBPM5 first steps and hands on labs (after the release)
Human Interactions inside our processes
etc.
28. Related Links
You can find more information, examples, tutorials and
more in:
BPM Books:
Business Process Management, Second Edition
Business Process Management: Concepts, Languages
and Architectures
Salaboy Blog
http://salaboy.wordpress.com
Plug Tree Blog
http://www.plugtree.com
