Post on 28-Jan-2015
description
]project-open[ Workflow Training
This slides are part of a training course on the ]po[ workflow.
]project-open[ 2010, Frank Bergmann / 2
]po[ Workflow Building Blocks
Activity – Transition Decision Loop Parallel fork And-Join Outgoing communication Incoming communication
DemoPetri-Nets
]project-open[ 2010, Frank Bergmann / 3
]po[ Workflow User Interaction
Inbox Action panel Journal Past (finished) workflows(?)
Demo
]project-open[ 2010, Frank Bergmann / 4
]po[ Workflow Developer Interaction
Create a new workflow Update an existing workflow Re-assign workflow tasks Restart a workflow
Demo
]project-open[ 2010, Frank Bergmann / 5
]po[ Workflow GUI
GUI for workflow users:– Workflow Inbox– Workflow Status Portlet– Workflow Journal Portlet– Workflow Action Panel
GUI for workflow developers:– Workflow Editor– Workflow Debugger
Demo
]project-open[ 2010, Frank Bergmann / 6
Simple WF Tutorial
Design a simple WF using the WF editor
Link the workflow to a business object
Define who should perform the tasks Start, stop and reassign the WF Control the execution of the WF
InteractiveTutorial
]project-open[ 2010, Frank Bergmann / 7
]po[ “Simple Process” Designer
Design a linear workflow including loops– Define workflow activities (transitions)– Define decisions and loops– Define static and manual assignments
Testing your workflow Deploying your workflow
Demo
]project-open[ 2010, Frank Bergmann / 8
]po[ Workflow Assignments
Static Assignments Manual Assignments Calculated Assignments Missing Assignments
Demo
]project-open[ 2010, Frank Bergmann / 9
Workflow Reporting
Operational reporting ]po[ Reporting Engine External reporting engine Data-Warehouse cubes Performance indicators and
scorecards
]project-open[ 2010, Frank Bergmann / 10
]project-open[ 2010, Frank Bergmann / 11
Contents Overview
Explore how the ]po[ workflow works within your system
Learn about successful Workflow implementation from other customers
Discover the workflows provided to you by ]po[
Learn how to integrate your workflow with email, mobile and external systems
Learn how your workflows can operate in real-time
See how to administer and monitor your workflow
]project-open[ 2010, Frank Bergmann / 12
Contents
The fundamental building blocks of ]po[ workflow Best practices to plan your workflow When to use ]po[ workflow and when not to use it Maintain and update a workflow during its years of
operation Advanced functions of the ]po[ workflow Notifications and reminders:
– Sending out emails: Workflow Notifications– Integration with mobile devices– Reminding people of their tasks
Integrating the ]po[ workflow with external systems Workflow audit Workflow metrics and measures The business case for a workflow
]project-open[ 2010, Frank Bergmann / 13
Workflow Benefits
Standardize business processes Accelerate processes and avoid
delays Transparency and reporting Build the base for process
improvement Improve user productivity
]project-open[ 2010, Frank Bergmann / 14
The Workflow Development Team
Process analyst Workflow designer Workflow developer Application administrator Key user Executive sponsor Report developer
]project-open[ 2010, Frank Bergmann / 15
Controlling Object’s Lifecyle
Workflows frequently are used to control the states and the lifecycle of a business object (project, task, customer, …)
Learn how workflow transition can modify the status of the underlying business object
]project-open[ 2010, Frank Bergmann / 16
]po[ Workflow Environment
Workflows are usually attached to a business object (project, customer, task)
The workflow can update the business object’s status as a result of workflow actions
The workflow can display the objects information and accept updates to the object’s fields
In theory, more then one workflow can be attached to a single object
Project TaskTask
TaskTask
CustomerUser
UserUser
WF
WF
WF
Gantt Diagram!
]project-open[ 2010, Frank Bergmann / 17
User Substitution and Vacation Logic Best Practices
Assignment to groups Global replacement of one user by
another user (or a group of them) Supervised re-assignment of users
]project-open[ 2010, Frank Bergmann / 18
Workflow and Related Concepts
Similarities and differences between a Gantt Chart and a Workflow
Project tasks vs. Workflow tasks Difference between “hard”
sequential steps vs. “soft” parallel WF steps
]project-open[ 2010, Frank Bergmann / 19
Practical Tips
Keep your WF as simple as possible Unify tasks executed by the same user Split tasks that are executed by different
departments of companies Avoid parallelism, unless it is absolutely
necessary. Eliminated “soft” sequential steps from
the WF and replace WF tasks by “tracking”.
Define how the WF should update the states of the underlying business object
]project-open[ 2010, Frank Bergmann / 20
Workflow Development Organization
Define the business process Define activities and their roles
]project-open[ 2010, Frank Bergmann / 21
Quotes
Learn how to track your critical processes and to measure their performance