Streamlining Content Processes Using Structured Business Process Modeling - 2013 Lavacon
Structured Business Process Modeling - Lavacon 2014
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Transcript of Structured Business Process Modeling - Lavacon 2014
Copyright © 2014. Dr. Jackie Damrau. All rights reserved. @damrauja #bpmn @LavaCon
Structured Business Process Modeling
Dr. Jackie DamrauCertified BPMN Professional
@damrauja #bpmn @LavaCon
Copyright © 2014. Dr. Jackie Damrau. All rights reserved. @damrauja #bpmn @LavaCon 2
About Me!
I’m a… and a …
I hold Certifications as a…
You can follow me at:
@damrauja
www.linkedin.com/in/jackiedamrau/
BPMNCertifiedPractitioner
Certified ARISBusiness Architect Professional
Copyright © 2014. Dr. Jackie Damrau. All rights reserved. @damrauja #bpmn @LavaCon 3
Class Introductions
You are... I expect to... Your goal for this workshop is to...
Copyright © 2014. Dr. Jackie Damrau. All rights reserved. @damrauja #bpmn @LavaCon 4
What is Business Process Modeling Strategy BPM Life Cycle, Approaches, Architecture Levels Standards and Notations Modeling Basics with BPMN Tools of The Trade Want to Know More... Where Did We Get This Stuff Q&A
Agenda
Copyright © 2014. Dr. Jackie Damrau. All rights reserved. @damrauja #bpmn @LavaCon 5
What is BusinessProcess Modeling?
Copyright © 2014. Dr. Jackie Damrau. All rights reserved. @damrauja #bpmn @LavaCon
Business Process Modeling vs. Business Process Management (BPM)
Business Process
Management
A chain of sequences (events or activities) within an organization that defines a workflow for goods or services and drives organizational value
An approach to organizing that focuses on optimizing (streamlining) critical processes (event sequences) for purposes of efficiency and effectiveness.
Business Process
Modeling
Copyright © 2014. Dr. Jackie Damrau. All rights reserved. @damrauja #bpmn @LavaCon 7
Purpose for Modeling Business Processes 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:
A training aid An assessment against standards and compliance
requirements
Source: ABPMP, 2009, p. 39
Copyright © 2014. Dr. Jackie Damrau. All rights reserved. @damrauja #bpmn @LavaCon 8
BPTrends 2013 Survey says…
Source: BPTrends "State of Business Process Management 2014" (www.bptrends.com)
Copyright © 2014. Dr. Jackie Damrau. All rights reserved. @damrauja #bpmn @LavaCon 9
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: ABPMP, 2009, p. 39
Copyright © 2014. Dr. Jackie Damrau. All rights reserved. @damrauja #bpmn @LavaCon 10
What is a Business Process?
Source: http://www.sparxsystems.com.au/downloads/whitepapers/The_Business_Process_Model.pdf
Copyright © 2014. Dr. Jackie Damrau. All rights reserved. @damrauja #bpmn @LavaCon 11
"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
informallySource: humanbodydetectives.com
Copyright © 2014. Dr. Jackie Damrau. All rights reserved. @damrauja #bpmn @LavaCon 12
BPM Life Cycle
Copyright © 2014. Dr. Jackie Damrau. All rights reserved. @damrauja #bpmn @LavaCon 13
BPM Lifecycle
Image Source: Social BPM levels mapped to the classical BPM cycle
Copyright © 2014. Dr. Jackie Damrau. All rights reserved. @damrauja #bpmn @LavaCon 14
Quiz Time!
What is a business process?
Do you see commonalities between business process and content strategy?
How many times should you ask "why"?
Source: http://commons.wikimedia.org/wiki/File:Quiz_Party_Menu.jpg
Copyright © 2014. Dr. Jackie Damrau. All rights reserved. @damrauja #bpmn @LavaCon 15
BPM Approaches• Top-Down
• Bottom-Up• 4Cs
Copyright © 2014. Dr. Jackie Damrau. All rights reserved. @damrauja #bpmn @LavaCon 16
Top-Down Approach
Starts with a broad, architectural view of the organization
Defines organizational strategies and goals
Defines major value chains the organization uses
Allows drilling down to subsequent levels of the value chain
Methodologies: Rummler PDL, BPTrends, Hammer
One begins with the big picture (major improvement) and determines how the specific problem fits within it.
- Paul Harmon, BPTrends
Source: BPTrends “A BPM Methodology—What Is It And Why It Is Important" (http://www.bptrends.com/the-bptrends-associates-methodology/)
Copyright © 2014. Dr. Jackie Damrau. All rights reserved. @damrauja #bpmn @LavaCon 17
Bottom-Up Approach
Starts with a specific broken process
Looks at how this process relates to others and the organizational goals
Looks for areas of incremental improvement
Useful when no major changes are needed
Methodologies: Lean, Six Sigma
Requires that everyone speaks the same language and works with the same basic tool set.
- Paul Harmon, BPTrends
Source: BPTrends “A BPM Methodology—What Is It And Why It Is Important" (http://www.bptrends.com/the-bptrends-associates-methodology/)
Copyright © 2014. Dr. Jackie Damrau. All rights reserved. @damrauja #bpmn @LavaCon 18
4C’s of Good Modeling
Correct
Clear
Complete
Consistent
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
Copyright © 2014. Dr. Jackie Damrau. All rights reserved. @damrauja #bpmn @LavaCon 19
10mins
Source: http://blog.ketchum.com/wp-content/uploads/2012/08/take-a-break-from-work.jpg
Copyright © 2014. Dr. Jackie Damrau. All rights reserved. @damrauja #bpmn @LavaCon 20
BPM Architecture Levels
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Business Process Level Architecture
Source: BPTrends "State of Business Process Management 2014" (www.bptrends.com)
Copyright © 2014. Dr. Jackie Damrau. All rights reserved. @damrauja #bpmn @LavaCon 22
Level 1 - Organizational Relationship
Source :www.bizmanualz.com
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Level 2 - Business Area
Source:http://www.ithacalibrary.com/sp/subjects/leaks
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Level 3 - Business Process Area
Source: http://taskmap.com/wordpress/wp-content/uploads/images/Process-MappingThe-Swimlane-diagram_D31E/process-map-in-swimlane-format.jpg
Copyright © 2014. Dr. Jackie Damrau. All rights reserved. @damrauja #bpmn @LavaCon 25
Standards or Notations• BPMN
• EPC
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Business Process Standards
Source: BPTrends "State of Business Process Management 2014" (www.bptrends.com)
Copyright © 2014. Dr. Jackie Damrau. All rights reserved. @damrauja #bpmn @LavaCon 27
Business Process Modeling and Notation (BPMN)
Source: http://officeblogswest.blob.core.windows.net/wp-content/migrated-images/40/7635.image2.png
Copyright © 2014. Dr. Jackie Damrau. All rights reserved. @damrauja #bpmn @LavaCon 28
EPC Modeling Notation
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BPMN Example
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Exercise 1
Practice Time!
Copyright © 2014. Dr. Jackie Damrau. All rights reserved. @damrauja #bpmn @LavaCon 31
Your Team Task…
Create a process using the “happy” path process ONLY Making coffee Putting on make-up or clothes Making a Starbucks order Ordering pizza Pick your own!
Present to class
Copyright © 2014. Dr. Jackie Damrau. All rights reserved. @damrauja #bpmn @LavaCon 32
10mins
Source: http://blog.ketchum.com/wp-content/uploads/2012/08/take-a-break-from-work.jpg
Copyright © 2014. Dr. Jackie Damrau. All rights reserved. @damrauja #bpmn @LavaCon 33
BPMN BasicsLearn how to model properly
Copyright © 2014. Dr. Jackie Damrau. All rights reserved. @damrauja #bpmn @LavaCon 34
What is a Model?
Conveys meaning, specifically logic of activity flow from process start to end
Both a visualization and a data entry device
Copyright © 2014. Dr. Jackie Damrau. All rights reserved. @damrauja #bpmn @LavaCon 35
What is a Process?
A sequence of activities leading from an initial state (Start) to a defined conclusion state (End)
Copyright © 2014. Dr. Jackie Damrau. All rights reserved. @damrauja #bpmn @LavaCon 36
What is a Process Model?
A map of all the possible paths or sequences of activities from the Start to the End state that is met with Success or Failure
Reveals only the order of activities, when they happen, and under what conditions
Describes what happens next when an activity completes, but may have little to say about what happens inside the activity itself
Does not describe how an activity is performed or where or why
Barely touches on what the activity is or who performs it
Copyright © 2014. Dr. Jackie Damrau. All rights reserved. @damrauja #bpmn @LavaCon 37
What is Process Logic?
Documenting “as-is” (current state) by meeting with SMEs directly involved with the process
Does not define every conceivable possibility
Should cover the basic “happy” path and major exception paths that prevent business from occurring
Copyright © 2014. Dr. Jackie Damrau. All rights reserved. @damrauja #bpmn @LavaCon 38
What Process LogicQuestions Can I Ask? How does the process actually start? What activity triggers
it? Is there more than one possible way it can start?
What determines when the process is complete? Are there different end states (success vs. failure)?
How does the process go from Activity X to Activity Y? Does the person doing Activity Y somehow know when to do it?
How do you know when Activity X is done? Does Activity X always end in the same way? Are there any exceptions to how Activity X can end? Are there any specific business rules in place to prevent or guide the next action state?
Copyright © 2014. Dr. Jackie Damrau. All rights reserved. @damrauja #bpmn @LavaCon 39
Copyright © 2014. Dr. Jackie Damrau. All rights reserved. @damrauja #bpmn @LavaCon 40
Standard Recommended Objects
BPMN Poster
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What Process Model Types Are Available? Simple Subprocesses (Simple, Expanded) Exceptions (Simple) Loopbacks Decision Gateways (splits and joins) Swimlanes (Simple, Expanded) Events, Activities, Data Elements,
Sequence Flows
Copyright © 2014. Dr. Jackie Damrau. All rights reserved. @damrauja #bpmn @LavaCon 42
Simple Process
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Subprocess (Separate Page)
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Subprocess(Simple – Expanded view)
Copyright © 2014. Dr. Jackie Damrau. All rights reserved. @damrauja #bpmn @LavaCon 45
Exception Path
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Loopback
Copyright © 2014. Dr. Jackie Damrau. All rights reserved. @damrauja #bpmn @LavaCon 47
Decision Gateways(Parallel Split and Join)
Copyright © 2014. Dr. Jackie Damrau. All rights reserved. @damrauja #bpmn @LavaCon 48
Swimlane
Copyright © 2014. Dr. Jackie Damrau. All rights reserved. @damrauja #bpmn @LavaCon 49
Subprocess(Expanded Subprocess)
Copyright © 2014. Dr. Jackie Damrau. All rights reserved. @damrauja #bpmn @LavaCon 50
Different Events, Activities, Data Elements, and Sequence Flows
Copyright © 2014. Dr. Jackie Damrau. All rights reserved. @damrauja #bpmn @LavaCon 51
Exercise 2
Practice Time!
Copyright © 2014. Dr. Jackie Damrau. All rights reserved. @damrauja #bpmn @LavaCon 52
Your Team Task…
Revise your Team Task with alternate exceptions No coffee, make tea
No make-up or clean clothes
No Starbucks, go somewhere else
No substitutions, what now
Pick your own!
Present to class
Copyright © 2014. Dr. Jackie Damrau. All rights reserved. @damrauja #bpmn @LavaCon 53
Tools of the Trade
Copyright © 2014. Dr. Jackie Damrau. All rights reserved. @damrauja #bpmn @LavaCon 54
GartnerPosition - 2014 Vendor Application
Leaders Pegasystems Pega BPM Appian Appian BPM Suite
IBM IBM Business Process Manager, IBM Operational Decision Manager, IBM Blueworks Live, IBM Business Monitor, IBM Case Manager
Visionaries Oracle Oracle BPM Suite Tibco Software Activematrix BPM, Nimbus, Formvine Bosch Software Innovations inubit
Software AG ARIS Business Process Analysis,
webMethods Business Process Management Whitestein Technologies Living Systems Process Suite (LSPS) Vitria BusinessWareNiche Players DST Systems AWD for Business Process Management PNMsoft Sequence
Newgen Software Technologies BPM Suite, Business Activity Monitor, Business Process Modeler, Business Rules Management System, Master Data Management, OmniFlow, OmniFlow for Case Management, Process Simulator
Kofax TotalAgility OpenText OpenText Process Suite
BPM Tools
Source: Gartner Magic Quadrant 2014 for Intelligent BPMS
Copyright © 2014. Dr. Jackie Damrau. All rights reserved. @damrauja #bpmn @LavaCon 55
BPM Tools Survey
Source: BPTrends "State of Business Process Management 2014" (www.bptrends.com)
Copyright © 2014. Dr. Jackie Damrau. All rights reserved. @damrauja #bpmn @LavaCon 56
Want to Know More...
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Copyright © 2014. Dr. Jackie Damrau. All rights reserved. @damrauja #bpmn @LavaCon 57
You Can Aspire to become a…
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Copyright © 2014. Dr. Jackie Damrau. All rights reserved. @damrauja #bpmn @LavaCon 58
Items You Should Know How To Do…
Define scope of business problem
Define stakeholders and their concerns
Define measures to let you know you’ve succeeded in improving a situation
Define customer needs and interactions with the business
Create business process flow diagrams
Define quality controls and determine consistency (Six Sigma)
Define waste or inefficient flow patterns (Lean)
Define decision management opportunities (business rules)
Define a process using an industry framework (SCOR, APQC)
Define human performance problems
Generate job descriptions and training requirements
Define managerial performance problems
Define problems with IT support
Generate software requirements
Source: BPTrends “A BPM Methodology—What Is It And Why It Is Important" (http://www.bptrends.com/the-bptrends-associates-methodology/)
Copyright © 2014. Dr. Jackie Damrau. All rights reserved. @damrauja #bpmn @LavaCon 59
Certifications
Degrees
• 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)
Enhance Your BPM Skills…
Copyright © 2014. Dr. Jackie Damrau. All rights reserved. @damrauja #bpmn @LavaCon 60
Where Did I Get This Stuff...
Source: http://www.flickr.com/photos/rosenfeldmedia/4459977926/
Copyright © 2014. Dr. Jackie Damrau. All rights reserved. @damrauja #bpmn @LavaCon 61
Book Recommendations
Copyright © 2014. Dr. Jackie Damrau. All rights reserved. @damrauja #bpmn @LavaCon 62
Presentation Resources
Business Process Management Common Body of Knowledge (BPM CBOK®), Version 2.0 – Second Release. (2009). Association of Business Process Management Professionals.
Dyer, Lisa. (2013, January). “Information Architecture and Business Process Management: A Recipe for New Business Value.” STC Intercom (www.stc.com)
Harmon, Paul. (2013, March 13). “What New Technology Should a Manager Use?” BPTrends Email Advisor (www.bptrends.com)
Harmon, Paul, and Wolf, Celia. (2014, March). “The State of Business Process Management.” BPTrends (www.bptrends.com)
Recker, Jan. (2013, March 9). “Class Notes: BPM Research and Education — How Was School Today?” BPTrends e-zine (www.bptrends.com)
Rockwell, Dan (aka Leadership Freak). (2013, March 15). “Thriving Through Process.” Leadership Freak blog (leadershipfreak.wordpress.com)
University of San Francisco. (2013). "Applied business Process Management, Book 1 of 2, Weeks 1-4. (http://www.usanfranonline.com/certificate-programs-online/)
Copyright © 2014. Dr. Jackie Damrau. All rights reserved. @damrauja #bpmn @LavaCon 63
Source: http://www.themebrain.com/sites/default/files/question-answers-teaser.png
Copyright © 2014. Dr. Jackie Damrau. All rights reserved. @damrauja #bpmn @LavaCon 64
Additional Modeling Options
• Flow Charting• UML• SIPOC• Swim Lanes• IDEF-0
• Systems Dynamics• Value Chain• LOVEM-E• Value Stream Mapping
Copyright © 2014. Dr. Jackie Damrau. All rights reserved. @damrauja #bpmn @LavaCon 65
Flow Charting Notation
Source: edrawsoft.comSource: http://en.wikipedia.org/wiki/Flowchart
Copyright © 2014. Dr. Jackie Damrau. All rights reserved. @damrauja #bpmn @LavaCon 66
Swim Lanes
Source: blog.larimarconsulting.com
Copyright © 2014. Dr. Jackie Damrau. All rights reserved. @damrauja #bpmn @LavaCon 67
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
Copyright © 2014. Dr. Jackie Damrau. All rights reserved. @damrauja #bpmn @LavaCon 68
Unified Modeling Language (UML)
Source: ukpdf.info
Copyright © 2014. Dr. Jackie Damrau. All rights reserved. @damrauja #bpmn @LavaCon 69
IDEF-0
Source: edrawsoft.com
Source: http://en.wikipedia.org/wiki/IDEF0
Copyright © 2014. Dr. Jackie Damrau. All rights reserved. @damrauja #bpmn @LavaCon 70
LOVEM-E
Source: http://www.ibm.com/developerworks/webservices/library/ws-improvesoa/
Copyright © 2014. Dr. Jackie Damrau. All rights reserved. @damrauja #bpmn @LavaCon 71
SIPOC
Source: six-sigma-material.com
Copyright © 2014. Dr. Jackie Damrau. All rights reserved. @damrauja #bpmn @LavaCon 72
Systems Dynamics
Source: suggestsoft.com
Copyright © 2014. Dr. Jackie Damrau. All rights reserved. @damrauja #bpmn @LavaCon 73
Value Stream Mapping
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