Contributed on October 6, 2014

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Structured Business Process Modeling – Lavacon 2014

Description

In this presentation, Dr. Damrau will cover how she uses one business process modeling (BPM) methodology to gather current and future-state content requirements. This data can be analyzed for process improvement or automation of existing paper-based workflow processes.

Transcript

Structured Business Process Modeling
Dr. Jackie Damrau
Certified BPMN Professional
@damrauja #bpmn @LavaCon
Copyright © 2014. Dr. Jackie Damrau. All rights reserved. @damrauja #bpmn@LavaCon
About Me!
 I’m a… and a …
 I hold Certifications as a…
 You can follow me at:
@damrauja
Certified ARIS
Business Architect
Professional
www.linkedin.com/in/jackiedamrau/
BPMN
Certified
Practitioner
Copyright © 2014. Dr. Jackie Damrau. All rights reserved. @damrauja #bpmn@LavaCon
2
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
3
Agenda
 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
Copyright © 2014. Dr. Jackie Damrau. All rights reserved. @damrauja #bpmn@LavaCon
4
What is Business
Process Modeling?
Copyright © 2014. Dr. Jackie Damrau. All rights reserved. @damrauja #bpmn@LavaCon
5
Business Process Modeling vs.
Business Process Management (BPM)
Business Process
Management
Business Process
Modeling
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.
Copyright © 2014. Dr. Jackie Damrau. All rights reserved. @damrauja #bpmn@LavaCon
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
7
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
8
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
9
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
10
“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
Source: humanbodydetectives.com
Copyright © 2014. Dr. Jackie Damrau. All rights reserved. @damrauja #bpmn@LavaCon
11
BPM Life Cycle
Copyright © 2014. Dr. Jackie Damrau. All rights reserved. @damrauja #bpmn@LavaCon
12
BPM Lifecycle
Image Source: Social BPM levels mapped to the classical BPM cycle
Copyright © 2014. Dr. Jackie Damrau. All rights reserved. @damrauja #bpmn@LavaCon
13
Quiz Time!
What is a business process?
Source: http://commons.wikimedia.org/wiki/File:Quiz_Party_Menu.jpg
 Do you see commonalities between
business process and content strategy?
 How many times should you ask “why”?
Copyright © 2014. Dr. Jackie Damrau. All rights reserved. @damrauja #bpmn@LavaCon
14
BPM Approaches
• Top-Down
• Bottom-Up
• 4Cs
Copyright © 2014. Dr. Jackie Damrau. All rights reserved. @damrauja #bpmn@LavaCon
15
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
16
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
17
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
18
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
19
BPM Architecture Levels
Copyright © 2014. Dr. Jackie Damrau. All rights reserved. @damrauja #bpmn@LavaCon
20
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
21
Level 1 – Organizational Relationship
Source :www.bizmanualz.com
Copyright © 2014. Dr. Jackie Damrau. All rights reserved. @damrauja #bpmn@LavaCon
22
Level 2 – Business Area
Source:http://www.ithacalibrary.com/sp/subjects/leaks
Copyright © 2014. Dr. Jackie Damrau. All rights reserved. @damrauja #bpmn@LavaCon
23
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
24
Standards or Notations
• BPMN
• EPC
Copyright © 2014. Dr. Jackie Damrau. All rights reserved. @damrauja #bpmn@LavaCon
25
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
26
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
27
EPC Modeling Notation
Copyright © 2014. Dr. Jackie Damrau. All rights reserved. @damrauja #bpmn@LavaCon
28
BPMN Example
Copyright © 2014. Dr. Jackie Damrau. All rights reserved. @damrauja #bpmn@LavaCon
29
Copyright © 2014. Dr. Jackie Damrau. All rights reserved. @damrauja #bpmn@LavaCon 30
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
31
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
32
BPMN Basics
Learn how to model properly
Copyright © 2014. Dr. Jackie Damrau. All rights reserved. @damrauja #bpmn@LavaCon
33
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
34
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
35
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
36
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
37
What Process Logic
Questions 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
38
Copyright © 2014. Dr. Jackie Damrau. All rights reserved. @damrauja #bpmn@LavaCon 39
Standard Recommended Objects
BPMN Poster
Copyright © 2014. Dr. Jackie Damrau. All rights reserved. @damrauja #bpmn@LavaCon
40
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
41
Simple Process
Copyright © 2014. Dr. Jackie Damrau. All rights reserved. @damrauja #bpmn@LavaCon
42
Subprocess (Separate Page)
Copyright © 2014. Dr. Jackie Damrau. All rights reserved. @damrauja #bpmn@LavaCon
43
Subprocess
(Simple – Expanded view)
Copyright © 2014. Dr. Jackie Damrau. All rights reserved. @damrauja #bpmn@LavaCon
44
Exception Path
Copyright © 2014. Dr. Jackie Damrau. All rights reserved. @damrauja #bpmn@LavaCon
45
Loopback
Copyright © 2014. Dr. Jackie Damrau. All rights reserved. @damrauja #bpmn@LavaCon
46
Decision Gateways
(Parallel Split and Join)
Copyright © 2014. Dr. Jackie Damrau. All rights reserved. @damrauja #bpmn@LavaCon
47
Swimlane
Copyright © 2014. Dr. Jackie Damrau. All rights reserved. @damrauja #bpmn@LavaCon
48
Subprocess
(Expanded Subprocess)
Copyright © 2014. Dr. Jackie Damrau. All rights reserved. @damrauja #bpmn@LavaCon
49
Different Events, Activities, Data
Elements, and Sequence Flows
Copyright © 2014. Dr. Jackie Damrau. All rights reserved. @damrauja #bpmn@LavaCon
50
Copyright © 2014. Dr. Jackie Damrau. All rights reserved. @damrauja #bpmn@LavaCon 51
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
52
Tools of the Trade
Copyright © 2014. Dr. Jackie Damrau. All rights reserved. @damrauja #bpmn@LavaCon
53
BPM Tools
Gartner
Position – 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 BusinessWare
Niche 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
Source: Gartner Magic Quadrant 2014 for Intelligent BPMS
Copyright © 2014. Dr. Jackie Damrau. All rights reserved. @damrauja #bpmn@LavaCon
54
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
55
Want to Know More…
Copyright © 2014. Dr. Jackie Damrau. All rights reserved. @damrauja #bpmn@LavaCon
56
You Can Aspire to become a…
Source: BPTrends “State of Business Process Management 2014″ (www.bptrends.com)
Copyright © 2014. Dr. Jackie Damrau. All rights reserved. @damrauja #bpmn@LavaCon
57
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
58
Enhance Your BPM Skills…
Professional Associations
• Association of Business
• International Institute of
• BPM Institute.org
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
Process Management
Professionals (ABPMP)
Business Analysis (IIBA)
• Univ. of San Francisco
• Villanova University
• Widener University
• Association for Information and
Image Management (AIIM)
• Object Management Group (OMG)
Copyright © 2014. Dr. Jackie Damrau. All rights reserved. @damrauja #bpmn@LavaCon
59
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
60
Book Recommendations
Copyright © 2014. Dr. Jackie Damrau. All rights reserved. @damrauja #bpmn@LavaCon
61
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
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Source: http://www.themebrain.com/sites/default/files/question-answers-teaser.png
Copyright © 2014. Dr. Jackie Damrau. All rights reserved. @damrauja #bpmn@LavaCon
63
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
64
Flow Charting Notation
Source: Source: http://en.wikipedia.org/wiki/Flowchart edrawsoft.com
Copyright © 2014. Dr. Jackie Damrau. All rights reserved. @damrauja #bpmn@LavaCon
65
Swim Lanes
Source: blog.larimarconsulting.com
Copyright © 2014. Dr. Jackie Damrau. All rights reserved. @damrauja #bpmn@LavaCon
66
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
67
Unified Modeling Language (UML)
Source: ukpdf.info
Copyright © 2014. Dr. Jackie Damrau. All rights reserved. @damrauja #bpmn@LavaCon
68
IDEF-0
Source: edrawsoft.com
Source: http://en.wikipedia.org/wiki/IDEF0
Copyright © 2014. Dr. Jackie Damrau. All rights reserved. @damrauja #bpmn@LavaCon
69
LOVEM-E
Source: http://www.ibm.com/developerworks/webservices/library/ws-improvesoa/
Copyright © 2014. Dr. Jackie Damrau. All rights reserved. @damrauja #bpmn@LavaCon
70
SIPOC
Source: six-sigma-material.com
Copyright © 2014. Dr. Jackie Damrau. All rights reserved. @damrauja #bpmn@LavaCon
71
Systems Dynamics
Source: suggestsoft.com
Copyright © 2014. Dr. Jackie Damrau. All rights reserved. @damrauja #bpmn@LavaCon
72
Value Stream Mapping
Copyright © 2014. Dr. Jackie Damrau. All rights reserved. @damrauja #bpmn@LavaCon
Source: engineeringeconomist.blogspot.com
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