Business Process Modeling

Transcription

1 Software Services for WebSphere Updated June 15, 2005

2 Agenda Software Services for WebSphere Business Process Management (BPM) Understand the BPM Lifecycle Overview Why is important? What is a Business Process Model? How does the Model get the implemented? Suggestions WebSphere Business Integration Modeler v5.1.x Tooling Architecture and Features Creating and Evaluating Business Process Model 2

3 Business Process Management Lifecycle Monitor Key Performance Indicators Add corrective actions, automatic or manual Feed the model for as-is cycle initiation Model Establish process modeling methodology Create the As-Is and To-Be Process Build business measures Verify the business process model Communicate the business process model WBI Monitor Manage Transform WBI Modeler Monitor the Processes From a Business Perspective And from an IT Perspective Monitor Integrate Build the implementation model Model the user interfaces Build the object models Model partner interfaces Integrate and connect required implementations 3

4 Business Process Management 4

5 Overview 5

6 Why is important? helps document, convey, and investigate the details of the Business Process. A Business Process Model should: Present a picture of the business process Show the flow of activities in the end-to-end business process which crosses functional, geographical, and organizational boundaries Help gain agreement between process participants Show application hand-offs or interfaces Highlight potential bottlenecks Demonstrate where things don t work Determine/specify costs or cycle time Capture data required for all important business measures 6

7 What is? A Model summarizes information, conveys a message, and has a specific Purpose, perspective, and point of view Audience, content, and level-of-detail A Business Process Model represents the paths and elements in a business process required to achieve the transformation of business items The process diagram: visual representation of the process A detailed specification of all relevant activities in the process combined with key performance indicators 7

8 Customer Order Model open(customer):[customer has no open order] Customer assign(packer) Packer cancel() Open submit():[line items.has elements] add line item(product, quantity):[quantity.non zero] Cancelled Submitted pack item(inventory, quantity):[quantity.non zero && quantity.less or equal(inventory.on hand) && items(inventory.product).left] ship(shipper):[packed items.has elements && shipper specified] [> 0] [== 0] Completed line items.sum.left purge() Marketer This model captures the changes in state (state-based) The Business Process Model captures the activities that need to be completed (activity-based) 8

9 Business Process Model Generic Order Model containing subcomponents 9

10 Business Process Model Creation Creating a Business Process Model is about documenting the flow of information in the process What is required/where did it come from? Who will use the information? What do they need to do with it? When is it required/how long will it take? Where is it going to? What path will it take to the next activity? How does it get there? Inputs Roles Tasks Durations Outputs Decisions Systems 10

11 Business Process Model Lifecycle 1. Understand the business situation 2. Define the scope of the business process 3. Define the standards to be used for the business process 4. Establish goals, metrics, pain-points and proficiencies 5. Conduct interviews 6. Develop the Current process model 7. Validate the Current model & metrics 8. Analysis: Static (Time/Cost) and Dynamic (Activity/Resource Queuing) 9. Create What if scenarios and analyze 10. Develop Future process models the best case What if scenario 11. Perform Comparison Analysis 12. Decide whether or not to implement changes to the Current process 11

12 Bridging the Gap Model Transformations Business View IT View Business Analyst IT Architect Developer Process/Operation Model Business Process Model Business Object Business Data Currently, a gap exists between the business and IT view Architecture/ Execution Model UML Meta-model UML Class Model UML Data, XML, SQL Model Business Services UML Interface/Service Model more Business savvy more IT savvy 12

13 WBI Modeler v5.1 WebSphere Business Integration Modeler v5.1 Customers use for many objectives: 1. Model existing processes and procedures (learn about processes) 2. Analyze/simulate existing and proposed processes (focus approach) 3. Understand technical/non-technical solutions (make decisions) 4. Move to technology solutions (implement) Application Development Rational XDE Process Orchestration Rational Rose/XDE WSAD-IE/Eclipse Tooling 13

14 Suggestions 14

15 Focus on the key aspects of the process Gathering key information is essential to effectively evaluating a business process: Process Goals what is the purpose of the project / process Metrics process analysts identify what to capture in the model & what the model will need to produce for reporting and analysis Proficiencies identify what the process / participants do well Pain Points provide focus for model creation and analysis, model should be able to prove / disprove these claims though the quantification of the process data Goals (process) Reduce the cost of a claim Meet corporate financial goals Satisfy customer through improved cycle time Reduce rework Reduce mistakes improve data integrity Proficiencies Experienced team Openness to critique and change Process flexibility Claims Metrics % of time claim is approved % of time credit information is inaccurate % of time rework is required Overall process time / Cycle time Pain Points High-level direction not adequate Client information is duplicated Cost tables are inconsistent Reporting needs improvement Need collaboration between Underwriting & Billing 15

16 Things to remember A Business Process is a collection of interrelated work tasks, initiated in response to an event, that achieves a specific result Business processes should have a clear beginning (starting event) and ending (countable results) Verb-Noun Naming for Activities and Processes Verb describes the activities purpose/function Noun defined the business object that is effected Business processes typically cross organizational boundaries (Customer service is not a process) 16

17 WebSphere Business Integration Modeler v5.1.x 17

18 Tool Capabilities Graphical Process Model Editor (Eclipse based) Multiple User Profiles & Technology Modes Robust Analysis (Static/Dynamic) Powerful Simulation Engine User-Defined Report Builder Detailed Data Modeling Visio Import Capability Swim Lane Viewer WSAD-IE and Rational XDE Integration 18

19 User Profiles & Technology Modes Switch between three different user profiles offer a different view and model detail Basic: For a business analyst to work at the high level business process model. Focuses on creating and displaying sequence flows, and does not display low level details of data modeling Intermediate: More technically focused user to specify and view additional details of process and data models, Advanced: Provides the most comprehensive level of detail for process models and data models -- used as the basis for software applications Three technology modes optimized for different purposes: BPEL: Use in WebSphere Studio Application Developer Integration Edition to develop executable application code based on your model FDL: output in FDL format, which you can use in WebSphere MQ Workflow as the basis of an automated workflow solution Operational: Complete set of details 19

20 Process Modeling (Basic Profile) Task Control Actions (Join) Process Palette Task, Subprocess, Loops, Signal (Receive / Broadcast), Decision (binary and n-ary), Fork/Join/Merge, Repositories Data Flows Process / Task Attributes 20

21 WBI Modeler v5.1.x Architecture Editors Process Editor Information Editor Organization Editor Resource Editor Observation Editor Reporting & Analysis Simulation.. Models Process Organization Resources Services Policy Observation Simulation Other Models Transformations WBI Artifacts BPEL WCDL (Wired) Adapter Mediator SDOs Workflow FDL Others UML WMM LDAP WBI Foundation Tools MQWF Buildtime Other tools 21

22 Process Modeling (Advanced Profile) Reusable Task Reusable Reference Task Reference Drag and Drop Swimlane Viewer Binary Decisions Graphical Navigator 22

23 Elements Data Definitions Processes Atomic Tasks Repositories External Services Resources Availability Organizations Locations 23

24 Static Analysis Summarized information from the raw data entered in the models Resource Analysis: extract information on resource models. For example, display a list of resources and shows their associated roles Organization Analysis: Understand the organization model. For example, display all the occurrences of a specified organization definition General Analysis: Display the types and instances in the project. For example, instance matching analysis to display a type that you specify, such as an location definition or a business item 24

25 Swimlane view 25

26 Simulation Software Services for WebSphere Simulation Snapshots Animated Flows Step-by-Step Simulation Real Time Simulation Time, numbers of tasks resources, etc. 26 Weighted average analysis provides a static, long-term view of the process; process simulation captures the shorter-term view Ability to model "what if" scenarios and compare results and replay a simulation of a process with changes to the model Sophisticated modeling and distribution for resources (individual and bulk), resource skills, resource allocations, cost, revenue and processing time Simulation output provides detailed information regarding resource utilization levels, as well as cost and cycle time calculations Powerful simulation engine supports conditional branching, steady-state model, run persistence, and multi-process concurrent simulation

27 Dynamic Analysis Information calculated from the simulation of a modeled process: Aggregated Analysis: Based on execution of tasks. For example, perform task cost analysis that displays the average costs for the task instances for each task (average revenue, execution cost, idle cost, allocated resource cost, total cost, and profit) Process Instance Analysis: Based on individual process instances. For example, perform a process instance resource analysis that displays the task instances involved in a specific process instance (resources allocated per task instance, allocation duration, shortage, and cost) Weighted Average Case Analysis: Processes that contain branches and decisions have multiple possible execution paths, also known as cases. Based on all the process instances aggregated by their execution paths Comparison Analysis: Compare the weighted average analysis results for two simulated processes. For example, perform a cost comparison analysis that displays the weighted average costs for two processes (weighted average revenue, execution cost, idle cost, allocated resource cost, total cost, and profit) 27

28 Reporting Software Services for WebSphere Generate reports that summarize different aspects of your business processes, using a variety of predefined report templates: Standard report templates User defined reports (Report Designer) Reporting functions automatically create written, numerical and graphical information Reports provides valuable guidance in process analysis and redesign: Process Summary Report Process Comparison Report Procedure Report Provides return on investment (ROI) comparisons of As-Is and To-Be models 28

29 Team Support Multi-User support for sharing projects/files via a repository (CVS) Comparison view showing differences between two versions a same process Audit trail report showing changes done on an element over multiple versions (history) View a list of all revisions of an element in the repository features such as Share, Update, Commit, Synchronization Ability to disconnect from the repository Can use CVS or Rational Clearcase 29

30 Integration Scenarios -Transformations WebSphere MQ Workflow FDL Process definition, control links and no-op operations for complex synchronization & decisions. Includes Data Definitions IBM Rational XDE Business Modeling Activity and Use Case Diagrams, Class Diagrams and definitions for business items, resources, organizations, etc. WebSphere Business Integration Server Foundation v5.1 BPEL Processes w/staff assignments XSDs for Data Type Definition WSDLs for all task/services and partner definitions & for the process 30

31 Integration Scenario MQ Workflow 31

32 Integration Scenario Rational XDE Activity Diagram (Post-layout) Organizations (Classes) Activity Diagram UML Business Use Cases 32

33 Integration Scenario - BPEL Generation Imported Information Business Process Process Outline Activities Activity Details 33

34 Summary Software Services for WebSphere Business Process Management (BPM) Understand the BPM Lifecycle Overview Why is important? What is a Business Process Model? How does the Model get implemented? Suggestions WebSphere Business Integration Modeler v5.1.x Tooling Architecture and Features Creating and Evaluating Business Process Model 34

35 Questions? 35

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37 Object relationships during modeling 37

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