The why and what of a BPMS Methodology. Salman Akhtar

Transcription

1 The why and what of a BPMS Methodology Salman Akhtar

2 The BPTrends Associates Pyramid Enterprise Level Business Process Level Implementation Level. Human Resource Development Job Design Training Development Knowledge Management Business Processes Specific Activity A Mix of IT and HR Development IT Development Strategy, Process Architecture, Performance Measurement, Process Management, Alignment, BPM Priorities and Planning ERP Installation Application Development Business Activity Monitoring Business Process Management Applications Process Redesign & Improvement Projects, Six Sigma, Lean, Documentation Projects Projects undertaken to develop resources for processes Physical Plant and Hardware Used

3 Business Process Architecture Organization contains Value Chains (Level 0) Company: Computer Chip Manufacturer Value Chain: Manufacture Computer Chips Primary focus of Enterprise Business Process Architecture work Enterprise Level Value Chain contains Level 1 Processes Level 1 Process. Supply Chain Level 1 Process contains Level 2 Processes Level 2 Process. Acquire (Source) Parts/Assemblies Primary focus of Business Process Redesign work Process Level Level 2 Process contains Level 3 Processes Level 3 Process. Plan/Manage Acquire (Source) Parts/ Assemblies Level 3 Process contains Level 4 Processes Level 4. Establish Part Vendors List Implementation Level Level 4 Process contains Level 5 Processes Level 5. Establish Part Vendors List Subprocesses Level 6. Tasks within any one of the Activities shown on this diagram. Primary focus of Software Automation efforts & of human job redesign & training efforts Source: BP Trends Associates

4 A Hierarchy of Methodologies Techlogix BPX Methodology Plan Design Articulate Develop Source: BP Trends Associates

5 Delivering BPMS projects is complex! Processes are most often cross-functional and are not isolated to a single department or organization. And so BPM projects:! Require buy-in from stake holders with sometime conflicting goals! Effect types of changes which impact many more people! How do you capture requirements for Processes, Data Models, Service Models, Business Rules and BAM with completeness?! Requires a project team to master multiple skills and vocabularies (Business Analysis, Process Design, SOA, multiple Technology platforms)

6 Delivering BPMS projects is different! Standard methods of Requirements Definition don t work:! Use Cases! Functional Analysis! BPM platforms provide a large number of tools used in Analysis and Design:! Process flow modeling! User Interface design and auto UI generation! Visual rule generation for UI validations! Rule definition! Visual Performance Metric setup! What s missing is a roadmap for what to use, when to use it and who should use it

7 Managing BPMS projects is difficult! Very short development cycles (45-90 days):! Standard project methodologies cannot cope with this pace! Many global development processes are too static and cumbersome on these timelines! How to measure progress? Weekly status reports don t give enough reaction time! Requirements are by default captured in a visual model! How to ensure completeness and correctness?! How to communicate requirements to distributed development teams?! Quality Assurance is a challenge! High speed development means standard QA processes of developing test cases etc are too slow! Completeness and correctness is a huge challenge for QA

8 Discovery & Process Design Plan Improve Review Model Measure Evaluate Model Measure Evaluate Improve Activities! Normal & Error Flows! Business Rules! Business Data! Identify KPIs! Collect Process Performance Data! Efficiency! Effectiveness! Agility! Update Process! Update Process Metrics! Validate New Design People! Business Leaders, SMEs, IT! Business Leaders, SMEs, IT! Business Leaders, SMEs, IT! Business Leaders, SMEs, IT Business IT! Process Architect, Process Analyst Process Leads! Process Architect, Process Analysts, Process Leads! Process Architect, Process Analysts, Process Leads! Process Analysts, Process Leads Outputs! Process Model! Issues & Opportunities! Process Metrics! Performance data! Process Model! Issues & Opportunities! Improved Process Model! Improved Process Metrics

9 Build & Integrate Articulate Design Develop Perform / Monitor Activities! Data Elements! Form UIs! Roles & Security! Process Interfaces! Process components! Reusable Services! Data Collection Points! KPIs and Monitors! Develop the Solution! Test the Solution! Train people on new process! Implement Process! Measure business & process Metrics People Business IT! Business Owners, SMEs, BPM Practice Owner, IT! Process Analyst Process Developers! BPM Practice Owner, IT, SMEs! Process Analysts, Process Leads! Business Leaders, SMEs, IT! Process Lead, Process Developers! Business Leaders, SMEs, IT! Process Leads, Support Engineers Outputs! Process Model! Process Specification (Rules, Metrics, Data, Services)! Technical Design (Process, UI, Metrics, Services! Process Model! Process Testing Sheet, Doneness, Testing Results! Benefit Realization! Improved Process Metrics

10 Analysis Approach Top Level 1! Create current Process map 2! For each activity understand! Data required to perform work! Metrics required to measure work! Rules and policies that govern the decisions! Tools Used to perform work 3! Analyze Process and then revise flow and other components for future state (to-be models) 4! Now add details to facilitate automation e.g.! For each data object, identify system of record! For each rule, identify owner and define business logic and maintenance process! Capture transaction volume, trends and bottlenecks! Define or revise metrics and other reporting requirements 5! Identify Reusable Services 6! Review the identified services to define:! A set of prioritized services to be implemented in the first implementation phase to form the base infrastructure for service-oriented architecture! High-level service specifications based on available information

11 Requirements Engineering for BPMS Integrated Requirements: Templates enable a holistic approach towards requirements engineering. What, How, Where & Who Enterprise Architecture Alignment: Cross reference Data, Process, Network/Application, and Organizational Models

12 Integrated BPMS (BPM + BAM + SOA + Rules) Process Model Tasks Performer Manager SLA Data Data Model Definition Validation Volume Quality Services Model Service Candidates Service Rationalization Service Specifications Rules Model Definition Aligned with Process Business Activity Monitoring Process Monitor KPI Definition Dashboard Exception Handling Reports Data Layout Roles & Skill Profile Role Profiles Security Skills Cross-referenced models to eliminate any gaps

13 Rationalize the use of BPMS Business Characteristics Configurable ROI Model Process Characteristics: Human Centric, Process Variability, Departmental or Cross Functional, Others

14 Have an integrated Estimation Model Scenario Builder Plan in Phases 3 Views: Business Summary, Detailed Effort and Resource Utilization Integrated Estimation Models

15 Estimation Template: from Planning to Rollout! Estimation models are built from atomic activities standardized over years of implementation experience across various BPM platforms

16 Process Model: Ensure Completeness and Consistency Process Model Data Model Services Model Rules Model Business Activity Monitoring Reports Roles & Skill Profile Process & Task Info SLA Rules used to Perform Task Visual Feedback on Completion Data used to Perform Task Visual Feedback Inconsistent Input

17 Data Requirements Captured Right Process Model Data Model Services Model Rules Model Business Activity Monitoring Reports Roles & Skill Profile Business Validations for data are captured as Rules linked to a specific task Define Data Usage Rules Source of Data Functional Definition of Data Field

18 Service Contract & Capability Definition Process Model Data Model Services Model Rules Model Business Activity Monitoring Reports Roles & Skill Profile Service Contract Integration with Data Model: Use of common/ shared Data Model supports loose coupling of services

19 Configurable Rule Definition Template Process Model Data Model Services Model Rules Model Business Activity Monitoring Reports Roles & Skill Profile Decision Variables, their Value Set and Precedence Order is captured by Rules Definition Sheet Rules are referenced from Process and Data Definition Templates Decisions or Rules that Govern the Process

20 Functional and Visual Definition for KPIs Process Model Data Model Services Model Rules Model Business Activity Monitoring Reports Roles & Skill Profile KPI Definition Template Define Dimensions you want to relate with Facts Visual Feedback on Requirements Completion Integrated with Data Model: Fields are selected from process data model Define basic measurements Define KPI s Operational Definition (Formula)

21 Process Monitor Design Process Model Data Model Services Model Rules Model Business Activity Monitoring Reports Roles & Skill Profile Define Process Monitors by Combining Process Metrics What you want to achieve? Conditions to be Monitored for triggering alerts Configure Downloadable Dataset

22 Define a Standard Operational Dashboard Pipeline: Number of process instances by process stages Cycle Time: Process cycle time with number of instances completed Timeliness: Actual Process completion time compared with the SLA time Timeliness Detail: Actual Number of instances and their processing time Efficiency: Stage wise details of process execution

23 Lightweight Report Definition Process Model Data Model Services Model Rules Model Business Activity Monitoring Reports Roles & Skill Profile Quickly Mockup Reports with Filters Customization Criteria Definition Select data fields defined in Data Model that provides complete definition including type, size and validations

24 Define Process Team Security and Skill Profile Process Model Data Model Services Model Rules Model Business Activity Monitoring Reports Roles & Skill Profile Define Basic Swim-lane/ Role Profile Define how group members will be allocated? Define skill set required to enable team member for a specific role

25 Completion & Risk Tracking: Doneness Earned Value Based Tracking Activities Tracked at Atomic Level (Done-or-Not Done) Atomic activity model is defined for each platform and task type. Five Risk Categories

26 Doneness Monitor Track Planned Vs Actual Progress and Project Risk

27 Lightweight test scenario generator Define Valid Business Scenarios Configure Data Variables that creates specific Scenarios Define What to test

28 Sample Process QA Sheet Test Scenarios Test Results

29 Thank you for your time