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D1 8 Applying Adaptive Business Process Management

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D1 8 Applying Adaptive Business Process Management

  1. 1. I llllIl. llllllll. ll. I '. l.lI? I?I. !lJIT-TtlIii”-'l! lIIIZ! Ii~'t"? I?lII'IlIllI. "I3Wt? !‘El! l!lEl; WIlfi"II!4!I. &§5I»'l'l. |IfI£$'l“ C
  2. 2. /4% 2 _J_’_. __ ‘ _, /r ‘ .7- F.0D ‘{ 5Y_§_'lT‘~'S I» : . 1I‘I(. ‘-. ..'. -| . n. IN‘ 4 < u -J; Applying Adaptive Business Process Management Mariusz Momotko Rodan Systems S. A. www r: )c'o1.oI
  3. 3. ,o—’ J‘ ‘ ‘, in I4; ; I JL ll'l"J ' VIA . J; ° Introduction to Adaptive BPM — Adaptive BPM — Current challenges ° Applying adaptive BPM to implement administrative processes — Main requirements based on 3 real use cases — Proposed solutions in OfficeObjects®WorkF| ow (OfficeObjects®DocMan & OfficeObjects®Document Manager) ° Summary & future plans WfMC Forum, Poland, Poznan, 8~9.10.2007 ~vw. ~,rodon. pl
  4. 4. gs ’ «. Adaptive BPM . Adaptive workflow (Aalst, Weske, 1998-99) — ability of a process to cope with dynamic changes Late 90s - focus on process topology (suspend, resume, .. .) Adaptive BPM_- ability to cope with dynamic changes in business process environment (i. e. data, resources, services) as well as processes themselves Decrease # of , IT system people with a , . V " I ' ' ‘ »_ I , -—~———. . given BpM > competence. : n 2 )= ,-, s - V = I I, $; ,:: ;;Ls--xtegy-ronmsg. {Processes} 7 l Introduce ~ -A ’ I I Sewlces : Data ‘~. , p . : Add new addltlonal I ‘ ~ 3 service of opinion about . ... ... ... ... ... ... . . . select least . ... given the '°"'°‘" W0" kl°3d°d functionality reviewer within WfMC Forum, Poland. Poznan, aV9.1o.2oo7 this _process , ,,, ,, _, .
  5. 5. Adaptive BPM non ‘; fis]_§_'TtC‘. 's 5. . »x. (selected) current challenges - , ,Semantic" BPM (e. g. ontology based) — flexible selection (of resources ° Organisational structure - Functional structure (competences) - Rights ° Complex relationships — Service specification — Data specification - SOA ° Dynamic assignment of services to activities - Q08 management - Application for specific domains "‘ ‘ ° E-government ’ — Advanced cross-PAs processes — Life events I Semawn r 1,‘) k . (Gov WfMC Forum, Poland, Poznan, 88.10.2007 ww. ~,r: >c'o1.9I
  6. 6. Applying Adaptive BPM : :_{<: :: to implement administrative processes I! -L‘4'; |’JL lFl"J ' V‘ . J) Administrative processes - well described on the high abstract level but - driven by — case and its documents (topics processed by given organisational unit, PA workers) — citizen circumstances (esp. life events, e. g. place of living, age, martial status) ° with various decision scenarios (also depending on case) ° with highly formalised cooperation between organisational units. = required high level of adaptability in BPM environment and the process itself. Further discussion of main requirements for adaptability is based on three real use cases — European Exchange of Documents — Poland system (EWD-P) - Document Management System for Lasy Panstwowe (the State Forests) — Life event management — two EU projects — OneStopGov, and eGovBus) WfMC Forum, Poland, Poznan, 89.10.2007 wwur rodomol
  7. 7. 7-“ , , PoIma’¢ aiaoroaxnncnomce Ut "' , .-~, I . -._ - ' 4 j. [ l'. ‘xl_nuwl 3 far“ rm-x-I ’ Brussels ' ‘ “. ,1. 7' H‘. A ‘V — n-u. ..nu v. .il u-. -. |m. .I an 9- an ' ' - '; _'l: '."" Plains moi C‘ RI! -Cuiiuiiuetuu Bunyan lldn. nllun ‘~__ ’ -id lC:01'VllD Mill? 1!? ‘ Warsaw In. u. -_ I III M rvzbr 19-- El . .. ... ... .. S| .lDDG! l|'1flI1RNUIJh I SIJIIIID ll’ Eltlfliofl II E. E1 ; — IE3 cg; E. Q Poland QDVINII Fli| ' 1 'l‘li. ~,: ‘. ... n "¢'>: lIlI 'i; rAIP: lI : .!, ?l um!
  8. 8. EWD-P -. .Re. qs for lagaptability r. .}; §3I§w{§; /classification based on . sgflecfion ofexpms F ‘HI I” the document attributes based on competences assigned to the themes. Ad-hoc selection also possible. (rules) and its text Result - Polish themes of the doc identified Regist & classification Iaboration of the ‘ o| and‘s position Position presentation P rap R2“: EWDP ‘ A 7 Multi-step decision ys em — sys em‘ K JK — Committee for E Van Integration _, 7 KR — M‘ ‘ t . Ew _ L; ';', §.‘, ',‘g expert y °' """"" DV"3m'_° (§d'h_°¢) ‘ importance of the E _ Suppomng expert ‘ I CF tasks dl8tI’lbl. ltl0fl ‘ standpoint Z — Approval ‘ to elaborate the OR — Settlement * Selection of PA Office ~ standpoint F’ PR - P°'a"d'$ Raw and the Coordinator Team collaboration based on ‘ ‘P competences assigned to the A themes WfMC Forum, Poland. Poznan, 8-9.10.2007
  9. 9. Case #2 — Lasy Panstwowe e- s “l'*'*. :;‘ ”, ° > 20 independent offices with separate ". ,_r. .e“; §-r’. ',___’_v' [.5 '0 document and case flow . _J r"" ° One organisational structure (c. a. K 0 ‘-3. 12000 employees) , ,., ,,, f-, ‘lg’ 10 H’ Jr. -"*. r 9| _ _ _ ~ '- 3.» - Administrative processes that cross the 9.91 -—. vi offices borders Document management system to manage ° Documents, correspondences, ° Cases and processes in the whole organisation Administrative processes ° Standard case and correspondence processes ° E-Form based, domain specific processes (case and document level) WfMC Forum, Poland, Poznan, 8-9.10.2007 wwvr r: x"aw. ol
  10. 10. Lasy Panstwowe I, /ix Requirements for adaptability - 1 ' * Assignment of workflow participant on the basis of - Organisational structure — Competences — Positions — History of process execution (e. g. the same person who verify the registered document) — Other relationships (e. g. supervisor) - Selection of performers on the basis of competence assigned to topics processed by LP * Advanced distribution mechanism — Organisational unit (hierarchy) — Referees (also ad-hoc decisions) WfMC Forum, Poland. Poznan, 8-9.10.2007 ww. - r. '>cn1 :91
  11. 11. Lasy Panstwowe Requirements for adaptability - 2 ?2f? ?.i1i~‘7§TE'i'f~’: ;i1 ° One expert (person) works in many offices with different competences (worker) —— tasks assigned to workers — different perspectives required ° Dynamic team collaboration (between experts) ° Multi-step mechanism to distribute documents. The number of distributions not know at the design time. ° Advanced mechanism to send back the distributed document (‘not for me’, multi-step). WfMC Forum, Poland. Poznan, 8-9.10.2007 www r: >c'a'I. ol
  12. 12. Lasy Panstwowe I, /ix Requirements for adaptability - 3 ' * Support of standard administrative processes by document type / case specific processes — Sub-processes - e-form driven ° Selection of performers, transition conditions depend on the values stored in e-form(s). * Non-programming ability to add new / modify processes: — Process topology — Document typesl cases — E-forms WfMC Forum, Poland. Poznan, 8-9.10.2007 ww. - r. '>cn1 :91
  13. 13. .’ [,3 ‘, Case #3 - Life events Citizens Services Public Authorities Needs Available services I want to drive a car / . I want to go abroad PA. ficense I want to get married (:1) <: > . Issuing passport e pAz We just had our first Issuing a marriage child R D license I want to buy a new . “ Registering a new PA: Issuing a driving house address Two , ,worlds”: — Citizens work in terms of their needs — Public authorities work in terms of public services (not citizens’ needs) How to fulfil this gap? WfMC Forum, Poland, Poznan, 8~9.10.2007 www roclomol
  14. 14. Case #3 - Life events - 2 , .,}, y,. ,, Citizen Public Authorities A life event . PA‘ rro <: e 0 Profile PA’ (place of business ‘ different than I live) Need(s) (I want to set up my business) A life-event is a profile-based (personalised) set of actions, including at least one public service, which, when executed in its appropriate workflow, fulfils a need of a citizen arising from a new life situation WfMC Forum, Poland, Poznan, 8~9.10.2007
  15. 15. Life event management mp ‘{ . J Active Life event portal In A portal to manage life events, able to: ° provide information how to handle concrete case of a given citizen - Dialogue with the citizen (circumstances) — Using profile ° realise (handle) concrete case using appropriate composition of required services — Dynamic selection of services (e. g. based on citizen place of I. -.-I. ..-m; vm'. .:. -. lI;1Iim ° Manage life events . ,,, .,, - ' " "" ‘I/ ATnumbev reference models) - I-I»-I. many variants WfMC Forum, Poland, Poznan, 8~9.10.2007
  16. 16. Proposed solution in If OfficeObjects®WorkFlow “‘f7"7‘ * A system to support adaptable business process management * Solid conceptual foundations (workflow patterns, prooess meta-model, relevant standards, BPQL) * Can be embedded — rich Java/ SOAP API * It is not a compiler, it is a process interpreter (easy to change dynamically) * Applied in many Polish medium and large scale organisations (OfficeObjects®Docman, OfficeObjects®Document Manager) WfMC Forum, Poland. Poznan, 8-9.10.2007
  17. 17. i? Uh‘"—%‘l1 ‘. Proc; -ssliut I is H_, Pl‘0(‘. i4fi€| I‘r’-| "’ " " i ’ ii ' "V Cunpmunul “ (‘. uiti<lu>, -I . ,-at > —. Clmll»-illvfi-V , 1‘, P'N'“"| 'N5"m' A'. tM'. y A’t'itxn-01? . Attribute - . 1| I-4 ' Fflsioim-u-r[k-I ii '4‘ W3‘ ‘ "'* f’ar. s:m, -lei Paiasrrctv. -r - I/ .spvilK| ActMt)1n. '.'. _ _ F Ii 1 “ ii ' N. l'nty1-mlSl. :'. r : ' ‘Y Transmon ‘ T D ‘ . . iraummruilnst 1‘><i‘wi i -ii: ‘v. Alcmir, Mo Jom Act-'-try F ->~ . xl> ~i»'~. ~. b» it-4.1‘; in 1 ' i; 1 lInahoI‘(‘2|| Pamci ui1tA<r 'v in‘ ‘i . JIc: mnnL‘.1 I On c1F<‘£«t I J ‘ F 9'‘ Spa: Ht 2 I-‘.1r: mIrvtm(): -V V‘: ‘ ’ Paramntnr ° Extension of WfMC process meta-model (TC1003,1011, 1025) of process execution part ° Also behavioural models for main entities (e. g. process instance, activity instance) WfMC Forum Poland Poznan 8»9.102007
  18. 18. Business Process Query Language (Off iceO bjects®BPQL) 7)? ??’ ii - BPQL — object oriented language to query processes (both definition and execution parts) Processlnst Processlnstid Processlnst where (id= '123‘) (Processlnst where id= ‘123'). ConsistsOf. Activitylnst (Processlnst where id= ‘123'). count(ConsistsOf) Activitylnst where (PerformedBy. Performer. name = ‘johnb’) StartActivity| nst(ProcessInst where id = '123‘). id ((Process| nst where id = ‘123‘) as P). (P. ConsistsOf. Activity| nst as A). exists(A. PerformedBy. Performer. name = 'johnb') WfMC Forum, Poland, Poznan: 8~9.10,2007 ww. -' r: >c'o1 0|
  19. 19. ,”). §“, BPQL application — Flexible WPA (N u»u. 'u'JL irru ' V1.4 . J; ° Using BPQL to specify WPAs — Operating on the process meta model — Set operators - If-then-else — Functions to access process environment (ontology based) - Organisational structure ° Competences ° Other relationships — Built-in functions to operate on process execution history (its topology, e. g. performer of the first activity) ° Based on process history (previous activity) - Based on process definition (activity number 5) WfMC Forum, Poland, Poznan, 8~9.10.2007 ~vwur. r:)do’. pI
  20. 20. __, __‘_ BPQL — dynamic application call . , I . L ° Using BPQL to specify values of input and output parameters ° Some examples — the form will display the list of candidates to verify the document, this list is extracted on the basis of competence and organisational structure — If the leading organisational unit is from the same office as the remained organisational units involved in the process, do not show the section to provide office address data Czynnos'c' - Atomic _ ’. ‘1.ymv-2(' 'Ir; S'. i: IV-Igj-Eu’: 'I_I<UlH)/ l.'l1?"*C": mn§ Cryuliumin uuauav Anlmqa . :¢'Nt; owIcrolmoo0Ao1i. r-. - l . IC'l‘Iy OGKYDI '| fl)| X>(}0Ilv| "l‘ Kul aw‘ u9=n_j. -' i’ urn. -t. w u dnrhi: :15. f . rt-. _ialm. '|nIA1fxo: vS: rv': [ej-tu’ St-wiu-' n-9:1 . -launzlfun-C-e m_- t . ouu. .U«ItI_| .u-: l;_1Lv uhnlif-~. ll: .:---uvxluun . . l vi-xi U‘ in ‘/ iw | :h: l Zm 11"‘ ' bd0‘SQf‘A&o. l.lDElOvISl Wmil N'UIl'I| SIIACICY: ' ‘I , . . . , -_‘flO: WfMC Forum, Poland Poznan, B—9.10.2007
  21. 21. .’ J‘ ‘, Adaptive BPM and XPDL (2.0) '1) t.4;| JL lFl"J 'l‘-J) ° In OfficeObjects®WorkF| ow XPDL is used as an XML format to express process definitions (export/ import). ° XPDL is able to express: — Model (BPMN) — Definition (~XPDL 1.0) — Adaptive elements of process definition - BPQL queries (using extended attributes, BPQL as a scripting language) WfMC Forum, Poland, Poznan, 83.10.2007 www rodomol
  22. 22. Summary and future work , ,,, ,i; .,. ,., ;._, «,, .,. ,,, . A I; ._. '-. ILiH _1Iu~ J ° We discussed only selected element of adaptive business process management. ° Some others: - Business process re-planning — Business process monitoring ° Yet other elements/ aspects are waiting for being researched and/ or implemented — Service value networks — Process perspectives WfMC Fomm, Poland. Poznan, B-9.10.2007 WW. ,. _.xvm‘, ,,
  23. 23. A , o S ‘- J ‘___ ‘L, /’ X_ -- F. ()D_‘: $_; __g1i? ‘.fS r. ..». (N u. I.‘. 'A'JL irru I u. Av, ,JA Thank you Mariusz. Momotko@rodan . p| www. r:)clov. pl

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