Contributed on October 18, 2013

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Streamlining Content Processes Using Structured Business Process Modeling – 2013 Lavacon

Description

In 2012, Joe and Jackie presented “Documenting Business Processes Online Using One
Tool” that inspired their audience to view project documentation in a different light. This
year, they will continue the discussion by sharing more information about how Structured
Business Process Modeling helps business analysts, developers, and QA testers to see
the requirements in a graphical form. Structured Business Process Modeling requires an
attention to detail to show not only the “happy path” of a requirement, but to identify the
many decision paths that a customer may encounter when accessing a website or using
a specific digital media device.

In this presentation, they will cover the different modeling approaches and the business
process level architecture pyramid, show an example of each level of the pyramid; cover
the common notation used in two standards-based modeling methods: EPC (Event-driven
Process Chain) and BPMN (Business Process Management Notation); and conclude by
sharing where to gain more information in the world of business process management.

Transcript

@damrauja @joegollner #BPM-ContentStrategy @LavaCon
Streamlining Content Processes Using
Structured Business Process Modeling
Dr. Jackie Damrau & Joe Gollner
About the Speakers
• Dr. Jackie Damrau,
BPMN Certified Practitioner
@damrauja
• Joe Gollner, M.Phil.
Managing Director, Gnostyx Research Inc
@joegollner
@damrauja @joegollner #BPM-ContentStrategy @LavaCon
Class Introductions
Your
Info
• You are…
• I expect to…
• Your goal at Lavacon is to…
Copyright © 2013. Dr. Jackie Damrau & Joe Gollner. All rights reserved.LavaCon 2013
Agenda
Copyright © 2013. Dr. Jackie Damrau & Joe Gollner. All rights reserved.LavaCon 2013
• What is Business Process Modeling and Content Strategy
• BPM & Content Strategy Life Cycles
• BPM & Content Strategy Approaches
• BPM Architecture Levels
• Standards and Notations
• Tools of Our Trade
• Want to Know More…
• Where Did We Get This Stuff
• Q&A
WHAT IS BUSINESS PROCESS
MODELING AND CONTENT STRATEGY?
Copyright © 2013. Dr. Jackie Damrau & Joe Gollner. All rights reserved.LavaCon 2013
Business Process Modeling
vs. Business Process Management (BPM)
Definitions
A chain of sequences
(events or activities)
within an organization that
defines a workflow for
goods or services and
drives value for the
organization
Business Process
Management
An approach to organizing
that focuses on the
optimization
(streamlining) of critical
processes (sequences of
events) for purposes of
efficiency and
effectiveness.
Business Process
Modeling
Copyright © 2013. Dr. Jackie Damrau & Joe Gollner. All rights reserved.LavaCon 2013
Purpose for Modeling Business Processes
Source: ABPMP, 2009, p. 39
• 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:
o A training aid
o An assessment against standards and compliance requirements
Copyright © 2013. Dr. Jackie Damrau & Joe Gollner. All rights reserved.LavaCon 2013
BPTrends 2011 Survey says…
Source: Harom and Wolf, 2011, p. 11
2013
Survey
underway!
2013 Survey on Content Collaboration
Overcoming the
challenges
surrounding content
collaboration is
central to an
effective content
strategy and content
management
implementation
project.
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:conversationswithv.net
Source: ABPMP, 2009, p. 39
Copyright © 2013. Dr. Jackie Damrau & Joe Gollner. All rights reserved.LavaCon 2013
What is a Business Process?
Source: http://www.sparxsystems.com.au/downloads/whitepapers/The_Business_Process_Model.pdf
Copyright © 2013. Dr. Jackie Damrau & Joe
Gollner. All rights reserved. LavaCon 2013
Content Strategy
Copyright © 2013. Dr. Jackie Damrau & Joe Gollner. All rights reserved.LavaCon 2013
A strategy is a plan of action
directed towards achieving
a long-term goal through the
coordination, integration
and application of the
resources and capabilities
available to an enterprise
A Content Strategy seeks to make content a strategic asset
that can be leveraged by state-of-the-art technology to achieve
concrete business goals. This strategy will set out a plan of
balanced investments to improve how content is acquired,
delivered, engaged and managed.
“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 informally
Copyright © 2013. Dr. Jackie Damrau & Joe Gollner. All rights reserved.LavaCon 2013
BPM & CONTENT
STRATEGY LIFE CYCLES
Copyright © 2013. Dr. Jackie Damrau & Joe Gollner. All rights reserved.LavaCon 2013
BPM Lifecycle
Image Source: ©2005 by IDS Scheer AG. All Rights reserved.
Text: Davis & Brabander, ARIS Design Platform: Getting Started with BPM. Copyright © 2013. Dr. Jackie Damrau & Joe Gollner. All rights reserved.LavaCon 2013
Enables statistical
measurement to
compare targets
for improvements
Maps processes
into software with
minimum
information loss
Forms foundation
for aligning
business
processes with
corporate strategy
Aligns business
processes to
market needs/
requirements, incl.
design, analysis,
and optimization
Content Lifecycle Process
• Content is only
usefully understood
as part of its lifecycle
process
• Where it comes from?
• Where it goes?
• How it is used?
• How success is
measured?
• Why is it created in the first place?
• Calls for Business Process Modeling of Content Lifecycles
Copyright © 2013. Dr. Jackie Damrau & Joe Gollner. All rights reserved.LavaCon 2013
• What is a business process?
• What is content strategy?
• What commonalities do they share?
• How many times should you ask “why”?
Source: http://commons.wikimedia.org/wiki/File:Quiz_Party_Menu.jpg
Quiz Time!
Copyright © 2013. Dr. Jackie Damrau & Joe Gollner. All rights reserved.LavaCon 2013
BPM & CONTENT
STRATEGY APPROACHES
• Top-Down
• Bottom-Up
• 4Cs
Copyright © 2013. Dr. Jackie Damrau & Joe Gollner. All rights reserved.LavaCon 2013
Different Modeling Approaches
Source: gazzaleylab.ucsf.edu
Purpose:
Convey
meaning
Copyright © 2013. Dr. Jackie Damrau & Joe Gollner. All rights reserved.LavaCon 2013
4C’s of Good Modeling
• 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
Correct
Clear
Complete
Consistent
Copyright © 2013. Dr. Jackie Damrau & Joe Gollner. All rights reserved.LavaCon 2013
BREAK
10mins
Source: http://www.flickr.com/photos/lumaxart/2136948489/
Copyright © 2013. Dr. Jackie Damrau & Joe Gollner. All rights reserved.LavaCon 2013
BPM ARCHITECTURE LEVELS
Copyright © 2013. Dr. Jackie Damrau & Joe Gollner. All rights reserved.LavaCon 2013
Business Process Level Architecture
Source: BPTrends “State of Business Process Management 2012” (www.bptrends.com)
Copyright © 2013. Dr. Jackie Damrau & Joe Gollner. All rights reserved.LavaCon 2013
Level 1 – Organizational Relationship
Source :www.bizmanualz.com
Copyright © 2013. Dr. Jackie Damrau & Joe Gollner. All rights reserved.LavaCon 2013
Level 2 – Business Area
Source:http://www.ithacalibrary.com/sp/subjects/leaks
Copyright © 2013. Dr. Jackie Damrau & Joe Gollner. All rights reserved.LavaCon 2013
• BPMN
STANDARDS OR NOTATIONS
• EPC
• OPM / CMT
Copyright © 2013. Dr. Jackie Damrau & Joe Gollner. All rights reserved.LavaCon 2013
Business Process Modeling Notation (BPMN)
Source: otti.starmedia.com/tmp/swotti/cacheYNBTBG==/imgBpmn5.jpg
Copyright © 2013. Dr. Jackie Damrau & Joe Gollner. All rights reserved.LavaCon 2013
EPC Modeling Notation
Copyright © 2013. Dr. Jackie Damrau & Joe Gollner. All rights reserved.LavaCon 2013
BPMN Example
Copyright © 2013. Dr. Jackie Damrau & Joe Gollner. All rights reserved.LavaCon 2013
• Create a process using the “happy” path process ONLY
o Sending a document through a revision cycle
o Coordinating a translation with a translation supplier
o Coordinating a content review with subject matter experts
o Pick your own!
• Present to class
Your Team Task…
Copyright © 2013. Dr. Jackie Damrau & Joe Gollner. All rights reserved.LavaCon 2013
Using BPMN
BREAK
10mins
Copyright © 2013. Dr. Jackie Damrau & Joe Gollner. All rights reserved.LavaCon 2013
Source: http://www.flickr.com/photos/lumaxart/2136948489/
OPM Modeling Notation
Copyright © 2013. Dr. Jackie Damrau & Joe Gollner. All rights reserved.LavaCon 2013
OPD Integrated modeling notation
designed for complex systems
Establishes Objects and
Processes as the two
fundamental building blocks
Processes change Objects
Single modeling view
– Inheritance
– Composition
– Process flow
Content Modeling Technique (CMT):
A Streamlined Profile of OPM for Content Processes
Copyright © 2013. Dr. Jackie Damrau & Joe Gollner. All rights reserved.LavaCon 2013
Three Building Blocks:
– Objects
– Processes
– Actors
What’s New: Actors
– Elevation of OPM Agent link
– Actors are people or organizations
who are responsible for outcomes
CMT Example
• Different types of Actors shown: Customers & Project Team
• Content objects connect each process
• Decomposition shown for an object, a process & an actor
In complex models, different views can be
used to show only objects (state transition),
Actors (responsibility matrix), or processes
(business process model)
CMT Example (Continue)
• Composition and Inheritance can be used to describe
complex content models such as DITA Specializations
• Inheritance can be used to model Is-As relationship models
(Taxonomies)
• These are critically important in modelling content
management environments
Copyright © 2013. Dr. Jackie Damrau & Joe Gollner. All rights reserved.LavaCon 2013
Your Team Task…
• Revise your Team Task with alternate exceptions
• Sending a document through a revision cycle
• Coordinating a translation with a translation supplier
• Coordinating a content review with subject matter experts
• Pick your own!
• Present to class
Copyright © 2013. Dr. Jackie Damrau & Joe Gollner. All rights reserved.LavaCon 2013
Using CMT
TOOLS OF OUR TRADE
Copyright © 2013. Dr. Jackie Damrau & Joe Gollner. All rights reserved.LavaCon 2013
BPM Tools
Gartner
Position – 2012 Vendor Application
Leaders Software AG ARIS, ARIS for SAP
OpenText-Metastorm Metastorm BPM, Metastorm ProVision
IBM System Architect
Mega Mega Modeling Suite
iGrafx FlowCharter 2009
Microsoft Visio
Casewise Corporate Modeler Suite
Nimbus Partners Nimbus Control
MooD International MooD Business Architect, MooD Active Enterprise
Visionaries No Magic Cameo Suite
Niche Players QPR Software QPR ProcessGuide
Sparx Systems Enterprise Architect
BusinessGenetics xBML W5
Other OPCAT OPM Modeling Tool (www.opcat.com)
Source: http://www.gartner.com/technology/reprints.do?id=1-18B65W4&ct=111213&st=sb
Copyright © 2013. Dr. Jackie Damrau & Joe Gollner. All rights reserved.LavaCon 2013
WANT TO KNOW MORE…
Copyright © 2013. Dr. Jackie Damrau & Joe Gollner. All rights reserved.LavaCon 2013
Enhance Your BPM Skills…
Degrees
Certifications
• 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)
Copyright © 2013. Dr. Jackie Damrau & Joe Gollner. All rights reserved.LavaCon 2013
WHERE DID WE GET THIS STUFF…
Source: http://www.flickr.com/photos/rosenfeldmedia/4459977926/
Copyright © 2013. Dr. Jackie Damrau & Joe Gollner. All rights reserved.LavaCon 2013
1. Business Process Management Common Body of Knowledge (BPM CBOK®),
Version 2.0 – Second Release. (2009). Association of Business Process
Management Professionals.
2. Dyer, Lisa. (2013, January). “Information Architecture and Business Process
Management: A Recipe for New Business Value.” STC Intercom (www.stc.com)
3. Harmon, Paul. (2013, March 13). “What New Technology Should a Manager Use?”
BPTrends Email Advisor (www.bptrends.com)
4. Harmon, Paul, and Wolf, Celia. (2011, December). “Business Process Modeling
Survey: A BPTrends Report.” BPTrends (www.bptrends.com)
5. Harmon, Paul, and Wolf, Celia. (2012, March). “State of Business Process
Management – 2012.” BPTrends (www.bptrends.com)
6. Recker, Jan. (2013, March 9). “Class Notes: BPM Research and Education — How
Was School Today?” BPTrends e-zine (www.bptrends.com)
7. Rockwell, Dan (aka Leadership Freak). (2013, March 15). “Thriving Through
Process.” Leadership Freak blog (leadershipfreak.wordpress.com)
8. University of San Francisco. (2013). “Applied business Process Manaement, Book 1
of 2, Weeks 1-4. (http://www.usanfranonline.com/certificate-programs-online/)
Presentation Resources
Copyright © 2013. Dr. Jackie Damrau & Joe Gollner. All rights reserved.LavaCon 2013
Book Recommendations
Copyright © 2013. Dr. Jackie Damrau & Joe Gollner. All rights reserved.LavaCon 2013
Copyright © 2013. Dr. Jackie Damrau & Joe Gollner. All rights reserved.LavaCon 2013
Copyright © 2013. Dr. Jackie Damrau & Joe Gollner. All rights reserved.LavaCon 2013
How to Contact Us!
DR. JACKIE DAMRAU
BPM Analyst / Trainer
Email: jdamrau3@gmail.com
Phone: 214-505-0100
Twitter: @damrauja
LinkedIn: Jackie Damrau
Copyright © 2013. Dr. Jackie Damrau & Joe Gollner. All rights reserved.LavaCon 2013
Joe Gollner, M.Phil.
Content Solution Architect
Email: jag@gnostyx.com
Phone: 613-670-5786
Twitter: @joegollner
Blog: www.gollner.ca
Additional Modeling Options
• Flow Charting
• UML
• SIPOC
• Swim Lanes
• IDEF-0
• Systems Dynamics
• Value Chain
• LOVEM-E
• Value Stream Mapping
Copyright © 2013. Dr. Jackie Damrau & Joe Gollner. All rights reserved.LavaCon 2013
Flow Charting Notation
Source: edrawsoft.comSource: http://en.wikipedia.org/wiki/Flowchart
Copyright © 2013. Dr. Jackie Damrau & Joe Gollner. All rights reserved.LavaCon 2013
Swim Lanes
Source: blog.larimarconsulting.com
Copyright © 2013. Dr. Jackie Damrau & Joe Gollner. All rights reserved.LavaCon 2013
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 © 2013. Dr. Jackie Damrau & Joe Gollner. All rights reserved.LavaCon 2013
Unified Modeling Language (UML)
Copyright © 2013. Dr. Jackie Damrau & Joe Gollner. All rights reserved.LavaCon 2013
Source:ukpdf.info
IDEF-0
Source: edrawsoft.com
Source: http://en.wikipedia.org/wiki/IDEF0
Copyright © 2013. Dr. Jackie Damrau & Joe Gollner. All rights reserved.LavaCon 2013
LOVEM-E
Source: http://www.ibm.com/developerworks/webservices/library/ws-improvesoa/
Copyright © 2013. Dr. Jackie Damrau & Joe Gollner. All rights reserved.LavaCon 2013
SIPOC
Source:six-sigma-material.com
Copyright © 2013. Dr. Jackie Damrau & Joe Gollner. All rights reserved.LavaCon 2013
Systems Dynamics
Source: suggestsoft.com
Copyright © 2013. Dr. Jackie Damrau & Joe Gollner. All rights reserved.LavaCon 2013
Value Stream Mapping
Source:engineeringeconomist.blogspot.com
Copyright © 2013. Dr. Jackie Damrau & Joe Gollner. All rights reserved.LavaCon 2013