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Workflow Handbook

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  • Workflow Handbook

    2005

  • Workflow Handbook 2005

    _________________________________________________

    Published in association with the

    Edited by

    Layna Fischer

    Future Strategies Inc., Book Division Lighthouse Point, Florida

  • Workflow Handbook 2005 Copyright 2005 by Future Strategies Inc. ISBN 0-9703509-8-8 05 04 03 02 1 2 3 4 5 All brand names and product names mentioned in this book are trademarks or service marks of their respective companies. Any omission or misuse should not be regarded as intent to infringe on the property of others. The Publisher recognizes and respects all marks used by companies, manufacturers and developers as a means to distinguish their products. The WfMC logo and Workflow Management Coalition are service marks of the Workflow Management Coalition. http://www.wfmc.org. Neither the editor, Workflow Management Coalition, nor Future Strategies Inc., accept any responsibility or liability for loss or damage occasioned to any person or property through using the material, instructions, methods, or ideas contained herein, or acting or refraining from acting as a result of such use. The authors and the publisher expressly disclaim all implied warrantees, including merchantability or fitness for any particular purpose. There will be no duty on the authors or Publisher to correct any errors or defects in the software.

    Published by Future Strategies Inc., Book Division 2436 North Federal Highway #374 Lighthouse Point FL 33064 USA 954.782.3376 fax 954.782.6365 wfmc@wfmc.org Cover design by Pearl & Associates All rights reserved. Manufactured in the United States of America. No part of this work covered by the copyright hereon may be reproduced or used in any form or by any meansgraphic, electronic, or mechanical, including photocopying, recording, taping, or information storage and retrieval systemswithout written permission of the publisher, except in the case of brief quotations embodied in critical articles and reviews. Publishers Cataloging-in-Publication Data Library of Congress Catalog Card No. 2005902352 Workflow Handbook 2005: /Layna Fischer (editor) p. cm. Includes bibliographical references, glossary, appendices and index. ISBN 0-9703509-8-8 1. Business Process Management. 2. Workflow Management. 3. Technological Innovation. 4. Information Technology. 5. Total Quality Management. 6. Organizational Change 7. Management Information Systems. 8. Office Practice_Automation. 9. Business Process Technology. 10. Electronic Commerce. 11. Process Analysis Fischer, Layna

  • TABLE OF CONTENTS

    FOREWORD 7 Jon Pyke, Chair WfMC, United Kingdom

    INTRODUCTION 9 Layna Fischer, General Manager Workflow Management Coalition, United States

    SECTION 1THE WORLD OF WORKFLOW WORKFLOW IN THE WORLD OF BPM: ARE THEY THE SAME? 17

    Charlie Plesums, WfMC Fellow, United States

    BPMTOO MUCH BP, NOT ENOUGH OF THE M 23 Derek Miers, Enix Consulting, United Kingdom

    INTEGRATED FUNCTION AND WORKFLOW 31 Chris Lawrence, Old Mutual, South Africa

    BUSINESS ACTIVITY MONITORING AND SIMULATION 53 Joseph M. DeFee, CACI and Paul Harmon, Business Process Trends, United States

    BUSINESS PROCESS IMPROVEMENT THROUGH OPTIMIZATION OF ITS STRUCTURAL PROPERTIES 75

    Vladimr Modrk, Technical University of Koice, Slovakia

    ENHANCING AND EXTENDING ERP PERFORMANCE WITH AN AUTOMATED WORKFLOW SYSTEM 91

    Robert J. Kearney, Image Integration Systems, Inc., USA

    NARROWING THE SEMANTIC GAP BETWEEN BUSINESS PROCESS ANALYSIS AND BUSINESS PROCESS EXECUTION 103

    Dr. Setrag Khoshafian, Pegasystems Inc., USA

    USING SOA AND WEB SERVICES TO IMPROVE BUSINESS PROCESS FLOW 113 Zachay B. Wheeler, Roberta Bortolotti, SDDM Technology, United States

    WORKFLOW AND BUSINESS RULESA COMMON APPROACH 129 Heinz Lienhard and Urs-Martin Knzi,ivyTeam-SORECOGroup, Switzerland

    STATE OF BPM ADOPTION IN ASIA 141 Ken Loke, Bizmann System (S) Pte Ltd., and Dr. Pallab Saha,, Institute of Systems Science, National University of Singapore

  • TABLE OF CONTENTS

    SECTION 2WORKFLOW STANDARDS BUSINESS PROCESS METAMODELS AND SERVICES 159

    Jean-Jacques Dubray, Attachmate, United States

    WORKFLOW AND SERVICE-ORIENTED ARCHITECTURE (SOA) 179 Arnaud Bezancon, Advantys, France

    A COMPARISON OF XML INTERCHANGE FORMATS FOR BUSINESS PROCESS MODELLING 185 Jan Mendling and Gustaf Neumann, Vienna University of Economics and Business Administration; and Markus Nttgens, Hamburg University of Economics and Politics

    HOW TO MEASURE THE CONTROL-FLOW COMPLEXITY OF WEB PROCESSES AND WORKFLOWS 199

    Jorge Cardoso, Department of Mathematics and Engineering, University of Madeira, Portugal

    AN EXAMPLE OF USING BPMN TO MODEL A BPEL PROCESS 213 Dr. Stephen A. White, IBM Corp., United States

    A SIMPLE AND EFFICIENT ALGORITHM FOR VERIFYING WORKFLOW GRAPHS 233 Sinnakkrishnan Perumal and Ambuj Mahanti, Indian Institute of Management Calcutta, India

    ASAP/WF-XML 2.0 COOKBOOKUPDATED 257 Keith D Swenson, Fujitsu Software Corporation, United States

    SECTION 3DIRECTORIES AND APPENDICES WfMC Structure and Membership Information 281

    AppendixMembership Directory 283

    Appendix-Officers and Fellows 289

    AppendixAuthor Biographies 307

    Index 317

    Other Resources 320

  • 1

    Foreword

    Jon Pyke, WfMC Chair, United Kingdom Thank you for supporting the work of the Workflow Management Coalition. It never ceases to amaze me just how much progress can be made in a 12-month period. My concerns during 2004 were that the ever-increasing numbers of stan-dards bodies in my industry were doing a great job in confusing the market place, holding back growth and putting us in danger of becoming just an-other over-hyped trendy sector. Well, things have certainly changed, and changed for the better. I am no longer concerned for the future of Workflow and Business Process Management technology. Over the past year the dis-cussions over which standard fits where has abated, and we now have a clear understanding of direction. The increase in the term BPM is however causing confusion in the minds of manydoes it mean Business Process Measurement? Business Process Modeling? or Business Process Measurement? It is clear that all of these terms are valid so the challenge now is to ensure that those responsible for the development of products, associated standards and the promotion of three-letter acronyms articulate the message crisply and clearly and ensure they say what they meanand thats part of the job of this publication. The development of standards is now moving at some considerable pace, and this is especially true with the XPDL standard also known by WfMC as Inter-face 2. Soon to see its second major version released, XPDL is recognized as a key component of the standards landscape. The working group responsible for the standard, led by Robert Shapiro, has made some significant advances especially in mapping the specification into the works of other standards groups such as the BPMI. The growing list of XPDL supporters and imple-mentations from both the vendor and user community can be found on our website. Led by Keith Swenson, WfMC TC Chair, several times during 2004 the WfMC assembled a live demonstration of products that implemented the Wf-XML 2.0 web commerce protocol. Wf-XML is a protocol for process engines that makes it easy to link engines together for interoperability. Wf-XML is built upon OASIS ASAP, so it was simultaneously a demonstration of ASAP inter-operability. The demonstration showed six different implementations of the new web ser-vices protocol and the exchange of data across the Internet. These demos were both in front of the live audience and online with observers around the world via a webcast, each time with sold-out capacity. A live demonstration led by Keith Swenson took place in Pisa, Italy in Octo-ber 2004 at which we hosted a local BPM Workshop open to the first 100 attendees, as well as another 600 on line. Participants who implemented the protocol included ADVANTYS, Fujitsu, HandySoft and TIBCO who demon-strated the scenarios of Customer, Retailer and Manufacturer. ASAP and Wf-XML are designed to be used by non-programmers. This is the key.

  • FOREWORD

    2

    More details on the demonstrations are available elsewhere in this book in the chapter: ASAP/Wf-XML 2.0 CookbookUpdated by Keith Swenson. Significant milestones for WfMC in 2004 have been the continuing adoption of our standards and specifications by government and big business world-wide. Notably, the United Kingdom e-Gov National Workflow project issued a workflow official standards guide assisted greatly by David Hollingsworth, TC Chair from the Workflow Management Coalition. More information on this workflow guide is available on their website, www.workflowNP.org.uk. The WfMC Standards Reference Model has proved its importance in other areas of technology, most notably the ISO Seven Layer reference model for computer communications. The members of the Workflow Management Coalition hope you enjoy our Workflow Handbook 2005 and find it useful as you explore workflow and business process management and their many diverse benefits. Our thanks go to everybody who contributed to this important body of work and to Layna Fischer, WfMC General Manager for her role as chief editor and publisher. Jon Pyke, Chair WfMC

  • 9

    Introduction

    Layna Fischer, General Manager Workflow Management Coalition

    Welcome to the Workflow Handbook 2005. This edition offers you:: SECTION 1: The World of Workflow covers a wide spectrum of

    viewpoints and discussions by experts in their respective fields. Papers range from an examination of the workflow in the world of BPM to Web