2011 10-26 bpm-talk_andrew_watson
Transcript
OMG BPM specifications Andrew Watson OMG Technical Director Introducing OMG• A successful forum for creating open integration standards in the computer industry – Platforms: BPMN, SBVR, UML, CORBA & related work – Domain: Finance, C4I, Healthcare, etc.• An industrial consortium with vendor and user members – Implementation must be available from OMG member• Interfaces freely available to all – Visit http://www.omg.org• Decisions taken by members Copyright © 2011, Object Management Group. All rights reserved. OMG BPM specs. 223 Oct 2011 Worldwide Membership Adaptive Darmstadt U. INRIA NIST Saab Sys. Appian Deere & Co. Intalio Nokia SAP Agile Birds EADS JARA Northrop Softeam Atego Eclipse Fndn. Lockheed NTT Data Software AG Atos Origin EFF Mathworks Objektum Sparx Axway EPFL Mayo Clinic Open Group SWIFT BAE Systems Fujitsu MEGA Oracle Thales Boeing G. Dynamics Microsoft Phast Toshiba CA Gnome Fndn. Mentor Gʼics PrismTech U. Frankfurt Camunda HDMA MITRE Progress s/w Unisys Capgemini HP NARA Raytheon W3C Cordys Hitachi NASA Rolls-Royce Wells Fargo CSC IBM NEC RTI (300+ more) Copyright © 2011, Object Management Group. All rights reserved. OMG BPM specs. 323 Oct 2011 Who knows the Enterprise?• Nobody knows the whole company like the CIO – André Mendes, Special Olympics Copyright © 2011, Object Management Group. All rights reserved. OMG BPM specs. 423 Oct 2011 How do we know?• Most divisions only know their own sales, development, operations• Because IT automates processes throughout the enterprise, we know the enterprise• Most importantly, we implement business processes that support business capabilities Copyright © 2011, Object Management Group. All rights reserved. OMG BPM specs. 523 Oct 2011 Optimising the Enterprise• We understand business process optimisation: streamlining processes, leaning processes, greening processes – Precise descriptions of business processes are a prerequisite to understanding & optimising them• Successful 21st century organisations wonʼt have “IT” departments – “IT” must move from “partnership” & “alignment” to being integral to the business organisation• Our role: recognising, precisely defining, capturing, storing, reusing and optimising business processes Copyright © 2011, Object Management Group. All rights reserved. OMG BPM specs. 623 Oct 2011 Some observations• Colgate Palmolive doesnʼt have an Electric department – … any more – … but there is a caretaker to change the light bulbs• Amazon doesnʼt have an Information Technology department – … in the usual sense• What is Information Technologyʼs role in your organisation? – “Cloud Technology” is a new business model where businesses outsource IT provision – Are you just changing light bulbs? Copyright © 2011, Object Management Group. All rights reserved. OMG BPM specs. 723 Oct 2011 New rôles for IT experts• In a world of utility IT provided via “The Cloud”, in-house IT experts must increasingly speak the language of the business & focus on business capabilities – Be the process improvement expert in the business – Look for opportunities to optimise, not just automate – Leverage & participate in the definition of standards for your company, your market, your vertical, and across the industry – Share experiences (good and bad) with your peers in your vertical and elsewhere Copyright © 2011, Object Management Group. All rights reserved. OMG BPM specs. 823 Oct 2011 Business Process Management• The key component of a new approach to IT• Business Process: a sequence of activities performed by people and software systems in order to achieve one of an organisationʼs goals or sub-goals• Business Process Management (BPM): a systematic approach to discovering, documenting and continuously improving an organisationʼs business processes – BPM activities seek to make business processes more effective, more efficient, and more capable of adapting to an ever-changing environment Copyright © 2011, Object Management Group. All rights reserved. OMG BPM specs. 923 Oct 2011 BPM: a growing market• Business Process Management Suite (BPMS) revenues totalled $1.9 billion in 2009 (Gartner)• BPMS segment grew 15% in 2009, 9% in 2010 (Gartner)• BPM software market expected to grow at 13% p.a. from 2008 through 2013 (IDC forecast, 2009) Copyright © 2011, Object Management Group. All rights reserved. OMG BPM specs. 1023 Oct 2011 BPM vs. Workflow Management• “Workflow” usually used to describe operation automation, often within one IT application or small group of applications• BPM seeks to define, plan, execute, measure and manage business processes holistically, independently of any one application• BPM usually seen as a superset of workflow management, including feedback on how effectively the process ran – Provides the opportunity to revise the process and execute it more effectively the next time Copyright © 2011, Object Management Group. All rights reserved. OMG BPM specs. 1123 Oct 2011 BPM vs. Enterprise Application Integration• EAI relates to technology layer, addresses IT issues – Programming tools to reduce amount of custom integration software that would otherwise need to be written• By contrast, BPM is oriented around business – Defines processes at business strategy level – Automates processes to execute that strategy – Provides business managers with means to monitor, analyse and improve processesʼ operation – Helps resolve business problems as they occur• Nevertheless, 2008 customer survey showed 65% of BPM deployments integrate three or more systems (Source: BEA) Copyright © 2011, Object Management Group. All rights reserved. OMG BPM specs. 1223 Oct 2011 BPM, SOA and “The Cloud”• SOA: building business systems from independent services – A key design technology for the Cloud – Service can perform specific, individual business function – “Orchestrated” in different ways to implement processes – But … how orchestration code designed sometimes vague• Identifying processes is harder than SOA implementation – Delaware Electric Coop: 55% project effort identifying & modelling processes, 20% coding, 25% testing & deploying• BPM helps analyse business needs, design SOA solutions – “BPM is SOAs killer application, SOA is BPMs enabling infrastructure” – Ismael Ghalimi Copyright © 2011, Object Management Group. All rights reserved. OMG BPM specs. 1323 Oct 2011 CHAOS Chronicles: IT project success rates 100 31 40 28 23 15 18 19 24 80 60 53 33 46 49 51 53 46 44 40 20 16 27 26 28 34 29 35 32 0 1994 1996 1998 2000 2002 2004 2006 2008 % Succeeded % Challenged % FailedSource: Standish Group Copyright © 2011, Object Management Group. All rights reserved. OMG BPM specs. 1423 Oct 2011 Business Process Maturity Model (BPMM)• Some spectacular “IT catastrophes” actually stem from the state of the organisation – There are no stable, consistent requirements to be gathered – Target organisationʼs business processes are inconsistent, ad-hoc, not repeatable or deliver hard-to-predict results• BPMM – business analogue of CMU Capability Maturity Model (CMM) used by organisations that create software• Aims to measure and help improve organisational readiness for technology deployment• BPMM 1.0 an OMG standard Copyright © 2011, Object Management Group. All rights reserved. OMG BPM specs. 1523 Oct 2011 BPMM levels Initial: processes performed in inconsistent, sometimes 1 ad- hoc ways, with results that are difficult to predict Managed: work within local workgroups performed in a 2 repeatable way (but groups may use different procedures) Standardised: common, standard processes created from 3 organisationʼs best practices used across organisation Predictable: process performance measured to control 4 variation; outcomes predictable from intermediate states Innovating: organisations identify gaps between current 5 capability & objective, implement changes to address them Copyright © 2011, Object Management Group. All rights reserved. OMG BPM specs. 1623 Oct 2011 Business Motivation Model (BMM)• Contains and organises business plan elements – Ends: What enterprise wishes to achieve – Means: How enterprise will achieve Ends (strategies, tactics, policies, rules) – Influencers, and assessments of their impact (strengths, weaknesses, opportunities, threats)• Framework for modelling business plan before system design – Refers to external process, rule, vocabulary & organisation models defined using other standards (e.g. SBVR, BPMN) Copyright © 2011, Object Management Group. All rights reserved. OMG BPM specs. 1723 Oct 2011 Business Process Modelling Notation• Easy-to-understand syntax for capturing business processes – Standardised, flowchart-like• Readable by all stake-holders – Business analysts who create processes, developers who implement software, managers who monitor processes – Common language to bridge the communication gap – … but also precise• Aims to unify & grow Business Process Modelling market the way UML unified software modelling market – Single syntax used by multiple vendorsʼ tools Copyright © 2011, Object Management Group. All rights reserved. OMG BPM specs. 1823 Oct 2011 Business Process Modelling Notation Business Process Modelling Notation Institution Financial Authorise credit card + Distribution Pack goods Ship goods Supplier Process Sales Authorise order payment + BPM 15BPM Copyright ©2008, Object Management Group. All Rights reserved. 12-Nov-2008 Copyright © 2011, Object Management Group. All rights reserved. OMG BPM specs. 19 23 Oct 2011 BPMN history• BPMN 1.0 published by BPMI in early 2005 – Exports BPEL to drive process automation engines• BPMI merged with OMG in June 2005 – First OMG revision (BPMN 1.1) published January 2008 – BPMN 1.2 revision published January 2009• BPMN 2.0 submission process completed in June 2009 – Formally published January 2011 – Preserves BPMN syntax, introduces formal metamodel – Includes extensions for Choreography• Ongoing maintenance via OMG Revision Task Force – Please report any bugs you find (URL at end) Copyright © 2011, Object Management Group. All rights reserved. OMG BPM specs. 2023 Oct 2011 Business Process Management Notation (BPMN), a standard that defines the symbols and syntax to be used in constructing process flow diagrams. BPMN provides a simple subset of its notation that can be used by business people to describe how work occurs at their organizations. Once they have modeled and then redesigned their business processes, IT developers can use an extended set of the same notation to describe how to automate some or all of the process. Having a common notation for business and IT analysts – in effect a common language in which business managers and IT developers can discuss processes – is considered a major advance in process work. Most widely-used process standard Clearly, organizations are willing to invest in a standard that promises to make it easier for their business and IT developers to work together. BPMN Copyright © 2010, Business Process TrendsSource: www.bptrends.com Figure 8. Process Standards Copyright © 2011, Object Management Group. All rights reserved. OMG BPM specs. 2123 Oct 2011 BPMN ecosystem• Complete ecosystem is a symptom of, and a driver for, success: – Specification: freely available, mainly for implementers – Implementations: available from many vendors (& OSS) – Books: “how to” guides aimed at users, not implementers – Training: available from several established providers – Certification: “OMG Certified Expert in BPM” – Conferences – Discussion fora, etc, etc ….• 72 BPMN implementations that I know of, 4 more planned – There may be more! – See: http://www.bpmn.org/ Copyright © 2011, Object Management Group. All rights reserved. OMG BPM specs. 2223 Oct 2011 BPMN books Copyright © 2011, Object Management Group. All rights reserved. OMG BPM specs. 2323 Oct 2011 … and more books Copyright © 2011, Object Management Group. All rights reserved. OMG BPM specs. 2423 Oct 2011 OCEB – OMG Certified Expert in BPM• Five vendor-neutral exams & Certifications• Jointly developed with UML Technology Institute in Japan, available internationally• Exams written by 25 BPM experts• Testing provided by Pearson Vue• OMG publishes directory of certified professionals Copyright © 2011, Object Management Group. All rights reserved. OMG BPM specs. 2523 Oct 2011 Dual certification tracks, little overlap OCEB Business OCEB Technical Advanced Advanced OCEB Business OCEB Technical Intermediate Intermediate OCEB Fundamental Copyright © 2011, Object Management Group. All rights reserved. OMG BPM specs. 2623 Oct 2011 Building a certification programme• Requires these three things: – A team of domain experts to determine the topical coverage, and write and review the test items – A “psychometrician” – testing expert who teaches the domain experts how to write good items, and to perform quality tests – A test delivery company to make the tests available around the world, always in a secure environment Copyright © 2011, Object Management Group. All rights reserved. OMG BPM specs. 2723 Oct 2011 OCEB Authors – many thanks Copyright © 2011, Object Management Group. All rights reserved. OMG BPM specs. 2823 Oct 2011 Semantics of Business Vocabulary & Rules• MOF metamodel for vocabularies & rules describing business – Formal, precise, unambiguous but easy-to-understand – Based on first-order predicate logic, with limited extensions• Two precise, non-normative human-readable text syntaxes – “Structured English” – RuleSpeak – Business Rule Solutionsʼ established notation• Good representation of policies & other requirements Copyright © 2011, Object Management Group. All rights reserved. OMG BPM specs. 2923 Oct 2011 Structural & Operative Rules• Structural rules are definitions of the vocabulary of non- primitive terms – “A Car Hire Customer has at least one of the following: A Reservation An in-progress car hire A car hire completed within the last 5 years”• Operative Rules are requirements governing the conduct of business activities – … and therefore can be violated by the people involved – “A customer who appears drunk must not be given possession of a hire car” Copyright © 2011, Object Management Group. All rights reserved. OMG BPM specs. 3023 Oct 2011 Example Structured English operative rulesIt is obligatory that each rental car is owned by exactly one branch. Quantifier Fact Type Object Type Modality Object Type Quantifier It is obligatory that at the actual return date/time of each in-country rental and each international inward rental the local area of the return branch of the rental owns the rented car of the rental. Copyright © 2011, Object Management Group. All rights reserved. OMG BPM specs. 3123 Oct 2011 OMG Vertical industry standards• Majority of OMG standards involve capturing & standardising processes & vocabulary for industry verticals: – Finance – Space – C4I – Robotics – Regulatory Compliance – Government – Healthcare – Manufacturing – Crisis Management – (& more)• Starting work in Automotive and Energy verticals• Want to know more? Ask me afterwards! Copyright © 2011, Object Management Group. All rights reserved. OMG BPM specs. 3223 Oct 2011 OMG BPM: Future developments (1)• Case Management Process Modeling (CMPM) RFP – Possible BPMN 2 extensions to model case management – Maintains case file documents & rules to guide, constrain & support human decision-maker for (e.g.) insurance claim• Date-Time Foundation Vocabulary RFP – SBVR & ODM vocabulary for very broad time terminology• Decision Model and Notation RFP – To standardise models of how businesses make decisions, usually as a part of a business process model Copyright © 2011, Object Management Group. All rights reserved. OMG BPM specs. 3323 Oct 2011 OMG BPM: Future developments (2)• Management of Regulation and Compliance (MRC) RFP – To model government regulation & its impact on enterprise• UML Profile for BPMN Processes RFP – Requests UML profile for BPMN 2 semantics, partly to support DoDAF and MODAF users• Value Delivery Metamodel (VDM) RFP – Solicits metamodel for customer value delivery, based on the concept of a value chain – A value chain “disaggregates a firm into its strategically relevant activities in order to understand the behaviour of costs & the existing & potential sources of differentiation” Copyright © 2011, Object Management Group. All rights reserved. OMG BPM specs. 3423 Oct 2011 Summary• Many 21st century companies will have no “IT department” – Raw storage & CPU cycles will likely be rented from “Cloud providers” like Amazon, Rackspace• IT functions will become embedded in “the business” – Recognising, capturing & optimising business processes• BPM, based on OMG standards, provides the tools – BMM: Defining organisationʼs goals – BPMM: Measuring process maturity – BPMN: Capturing or designing processes – SBVR: Defining vocabulary & rules• Knowledge ecosystem supports BPM specifications Copyright © 2011, Object Management Group. All rights reserved. OMG BPM specs. 3523 Oct 2011 The alternative• How long do you want to keep changing light bulbs? Copyright © 2011, Object Management Group. All rights reserved. OMG BPM specs. 3623 Oct 2011 For more information OMG: http://www.omg.org Certification: http://www.omg.org/oceb Bug reports: http://www.omg.org/technology/agreement.htm Email: andrew@omg.org Thank You! Copyright © 2011, Object Management Group. All rights reserved. OMG BPM specs. 3723 Oct 2011
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