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Slides of the Keynote given by Piero Fraternali (BPM4People Project coordinator) at the Second International Workshop on Traceability and Compliance of Semi-Structured Processes (TC4SP2011) at BPM ...

Slides of the Keynote given by Piero Fraternali (BPM4People Project coordinator) at the Second International Workshop on Traceability and Compliance of Semi-Structured Processes (TC4SP2011) at BPM Conference in August 2011,Clermont-Ferrand, August, 2011

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Social BPM Social BPM Presentation Transcript

  • Social BPM: opening organizational processes to social interactions
    TC4SP Workshop
    BPM ConferenceClermont-Ferrand Aug 29 2011
    Marco Brambilla, Piero Fraternali, Carmen Vaca
    Dipartimento di Elettronica e Informazione
    Politecnico di Milano
  • Outline
    • Definition of Social BPM
    • From close to open social processes
    • SBPM & organizations
    • Current tools
    • The BPM4People Project & Approach
    • Context and Objectives
    • Understanding the goals & representing social BP requirements
    • Eliciting recurrent solutions: social design patterns
    • An example
    • An architecture for the fast prototyping and engineering of SBPM
    • Ongoing & future work (+ demo)
    • Some research problems
    • Conclusions and outlook
  • Social BPM: a definition
    • A Methodology for bringing more and diverse voices into process improvement activities [Clay Richardson, Is Social BPM A Methodology, A Technology, Or Just A Lot Of Hype? Forrester Blogs, April 2010]
    • Social BPM is a concept that describes collaboratively designed and iterated processes [Gartner, Social BPM: Design by Doing, Apr 2010].
    • Technically speaking: the integration of BPM Systems and social software
  • Some SBPM “Hype”
  • The Social BPM Space
    A continuum from closed to open social BPM, where each organization can find the mix of control & flexibility it needs
    Process model decided top-down and hard wired, task assignment rigid, communication limited to task input-output
    ClosedBPM
    Participatory design
    Process model resulting from merge of different models (e.g., merger&acquisition), task/flow variants
    Participatory enactment
    Actors are fixed, but can communicate with social tools (e.g., follow up a task, tweet on a task status, etc)
    The community of actors can be (in part) open: e.g.,
    launch a task to be executed in Facebook, find an expert in LinkedIn, vote for alternative flows
    Social enactment
    Process model is partial or absent. Process constraints are mined and progressively enforced by observing community behaviors
    Process mining
  • Social BPM in the enterprise ecosystem
    Personal values & objectives
    Social ties
    Stakeholders’ communities
    Stakeholders’ communities
    Stakeholders’ communities
    SOCIAL BPM
    Organization
    BPM
    Shared values and goals
    Activities and Rules
    SBPM should help:
    • Export value from the organization to the stakeholders’ communities
    • Import value from the stakeholders’ communities to the organization
  • Social BPM in the process lifecycle
    • (I) Weak Ties / Tacit Knowledge exploitation (e.g., team formation)
    • (I/E) Knowledgesharing (e.g., self-service technical support)
    • (I) SocialFeedback (e.g., quality of service monitoring)
    • (E) Transparency: (e.g., legislation building)
    • (I) Participation: (e.g., participatory budgeting)
    • (I/E) Activitydistribution (e.g., crowd-sourced work)
    • (I/E) Decisiondistribution (e.g., social CRM)
    Socialization
    goals
  • Social networking and core BPs (*)
    APQC Process Classification Framework
    (*) F Bonchi, C Castillo,
    A Gionis, and A Jaimes,
    Social Network Analysis and
    Mining for Business Applications,
    ACM Trans on Intelligent
    Systems and Technology,
    2(3), April 2011
     Process mining
  • Disciplines and concerns of Social BPM
    Computer supported collaboration
    Social sciences
    Human computation
    • Crowd-sourcing
    • Task design
    • Incentive design
    Management
    Social Network Analysis
    • Data acquisition & cleaning
    • Structure analysis
    • Reputation, trust & expertise
    Behavioral economics
    • Psychological factors in decision making
    Security & privacy
    • Anonymization
    • Spam detection
    Cognitive psychology
    • User modeling
    Social BPM
    Sociology
    • Social psychology
    • Internet sociology
    Workflow management
    • Modeling
    • KPI & benchmarking
    • Monitoring
    • Semi-structured processes
    Software engineering
    • Architecture design
    • Prototyping
    • Interoperability & platform independence
    User interface
    • Experience design
    • Social factors
    Knowledge discovery & data mining
    • SN & blog mining
    • Sentiment analysis
    • Information extraction
    • Process mining
    Data & knowledge management
    Systems development
  • Tool landscape: social software meets BPMSs
    • Enterprise Social Software: corporate Wiki and blogs and intranet portals augmented with social capabilities (e.g., Intalio Social Intranet Portal)
    • Traditional BPM systems: top-down BPM solutions, like Pegasystem, Savvion, Metastorm BizAgi, WebRatio BPM, etc.
    • Emerging Social BPM suites: early proposals of BPM systems integrating some social aspect
  • Social BPM vs semi-structured processes
    Social BPM
    • Focus on: people
    • Goal: design
    • Process model: present
    • Actors: partially unknown, may be in massive numbers
    • Event logs: only for “regular” activities
    • Discovery of:
    • Social network structure (implicit, explicit)
    • Task outcome
    • Mined data: SN data, user profiles, blogosphere
    • Optimization : contribution of external actors, controlled delegation of (non-conforming) activities
    Semi-structured processes / mining
    • Focus on: activities / case / artifacts
    • Goal: reverse engineering, verification
    • Process model: partial or absent
    • Actors: known (a posteriori?)
    • Event logs: (partially?) present
    • Discovery of: causal relations, process models, deviations, work-related social structures
    • Mineddata: process/activity event logs
    • Optimization : identification and reuse of efficient repeatable patterns, conformance verification
  • SBPM as a semi-structured process
    Activity start
    • How to choose the performers:
    • By expertise
    • By network centrality
    • By trust
    • By seed + propagation
    Activity end
    • How to determine the end event
    • After a time delay
    • When a structured condition is met (e.g., #likes > X)
    • When a semi-structured condition is met (when activity drops below a threshold)
    Information extraction
    • How to extract sense from the community activity
    • Text classification and summarization
    • Pattern recognition
    • Sentiment analysis
  • The BPM4People research project
    Model Driven Engineering of Social BPM solutions
  • Context and goals
    • EU Funded Project, 2 years
    • 4 SMEs + 2 Universities
    • Coordinator: Web Models (IT)
    • Main deliverables
    • Methodology
    • Modeling languages
    • Reusable design patters
    • Forward engineering architecture
    • Cases, cases, cases…
    www.bpm4people.org
  • Overview of the approach
    General idea:
    Social BPM Design & Implementation
    Analyze process improvement requirements
    Understand SBPM goals
    Identify communities of reference
    Analysis & design
    Understand process socialization patterns
    Map requirements to goals
    Identify relevant socialization patterns
    Refer patterns to goals
    (Re)design process with social interactions
    Identify & abstract
    social platforms to use
    Automate pattern to application transformation
    Map process model to
    application models
    Deployment
    Refine
    application models
    Map application models
    into code & deploy
  • Representing Social BPM requirements
    Idea: extending BPMN with stereotypes for expressing:
    • The participation of dynamically enrolled actors ( social pools with different roles)
    • The execution of activities by such actors (social tasks)
    • Events for controlling the execution of tasks by social actors
  • Social BPM design patterns
    • As in the tradition of BPM design patterns, they capture reusable solutions to recurrent socialization requirements
    Dynamic enrollment
    Poll
  • Design patterns and goals
    • Socialization goals can be used as drivers for the selection of the social BPM design patterns that are more relevant to a process socialization effort (SBPM by example)
  • A complete example
  • Model Driven Engineering of SBPM applications
    WebRatio is a Model-Driven Engineering environment allowing one to capture business requirements in abstract models and automatically generatea full-featured, industrial-strength, tailor-made business application
    WebRatio (www.webratio.com) MDE approach comprises 3 steps:
  • Models for BPM
    Two types of models concur to define the application requirements:
  • Model extensions for Social BPM
    Process and applications models are extended to incorporate social issues:
    Pool
    Vote
    Follow
    Lane 1
    Lane 2
  • Generative approach and runtime architecture
    Process layer
    Presentation layer
    Visual identity
    Business layer
    Servicelayer
    Datalayer
    Integrationlayer
    Standard Java
    Web application
    Social Network connection services
    IBMWebSphere
    Caucho Resin
    ApacheTomcat
    OracleApplicationServer
    JBoss
    Application Server
  • Expected Advantages of Model Driven SBPM
    Model Driven Social BPM
    • Incorporates social aspects directly in BPMN
    • Separates process and application model
    • Separates visual identity and usability widgets
    • Standard runtime (Java / relational)
    • Fast prototyping with social pattern and code generation
    • Reuses whatever component available (social connector APIs, identification and authorization, client side widgets)
    Traditional BPM
    • No social aspects
    • Heavyweight proprietary runtime
    • Limited customizability
    Canned Social BPM Solutions
    • Still in their infancy
    • No process/application model
    • Limited social functionality
    • No social assignment policies
    • No social BAM capabilities
  • Ongoing and future work
    Ongoing work: reality check
    • EU Parliament: IT requirement elicitation processes opened to all DGs
    • NGO: consumers’ claim management and class action organization
    • PA: participative territory planning
    • Multinational company: social CRM
    Future work
    • Complete the implementation of model editor, model transformation, social WebML components
    • Investigate SNA techniques for social task optimization
    • Define social process improvement metrics and Social Activity Monitoring concepts
  • DEMO
    http://www.bpm4people.org/cms/content/en/demos
  • References
    • Layna Fisher (Ed.), Social BPM, Work, planning and collaboration under the impact of social technology, Future Strategies & WMFC, 2011
    • Marco Brambilla, Piero Fraternali, Carmen Vaca, BPMN and Design Patterns for Engineering Social BPM Solutions, BPMS2 Workshop, Clermont Ferrand Aug, 2011
    • Francesco Bonchi, Carlos Castillo, Aristides Gionis, and Alejandro Jaimes, Social Network Analysis and Mining for Business Applications, ACM Trans on Intelligent Systems and Technology, 2(3), April 2011.
    • W.M.P. van der Aalst, H.A. Reijers, and M. Song. Discovering Social Networks from Event Logs. Computer Supported Cooperative work, 14(6):549{593, 2005.