Social BPM

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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 Conference in August 2011,Clermont-Ferrand, August, 2011

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Social BPM

  1. 1. Social BPM: opening organizational processes to social interactions<br />TC4SP Workshop<br />BPM ConferenceClermont-Ferrand Aug 29 2011<br />Marco Brambilla, Piero Fraternali, Carmen Vaca<br />Dipartimento di Elettronica e Informazione<br />Politecnico di Milano<br />
  2. 2. Outline<br /><ul><li>Definition of Social BPM
  3. 3. From close to open social processes
  4. 4. SBPM & organizations
  5. 5. Current tools
  6. 6. The BPM4People Project & Approach
  7. 7. Context and Objectives
  8. 8. Understanding the goals & representing social BP requirements
  9. 9. Eliciting recurrent solutions: social design patterns
  10. 10. An example
  11. 11. An architecture for the fast prototyping and engineering of SBPM
  12. 12. Ongoing & future work (+ demo)
  13. 13. Some research problems
  14. 14. Conclusions and outlook</li></li></ul><li>Social BPM: a definition<br /><ul><li>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]
  15. 15. Social BPM is a concept that describes collaboratively designed and iterated processes [Gartner, Social BPM: Design by Doing, Apr 2010].
  16. 16. Technically speaking: the integration of BPM Systems and social software</li></li></ul><li>Some SBPM “Hype”<br />
  17. 17. The Social BPM Space<br />A continuum from closed to open social BPM, where each organization can find the mix of control & flexibility it needs<br />Process model decided top-down and hard wired, task assignment rigid, communication limited to task input-output<br />ClosedBPM<br />Participatory design<br />Process model resulting from merge of different models (e.g., merger&acquisition), task/flow variants<br />Participatory enactment<br />Actors are fixed, but can communicate with social tools (e.g., follow up a task, tweet on a task status, etc)<br />The community of actors can be (in part) open: e.g., <br />launch a task to be executed in Facebook, find an expert in LinkedIn, vote for alternative flows <br />Social enactment<br />Process model is partial or absent. Process constraints are mined and progressively enforced by observing community behaviors<br />Process mining<br />
  18. 18. Social BPM in the enterprise ecosystem<br />Personal values & objectives<br />Social ties<br />Stakeholders’ communities<br />Stakeholders’ communities<br />Stakeholders’ communities<br />SOCIAL BPM<br />Organization<br />BPM<br />Shared values and goals<br />Activities and Rules<br />SBPM should help:<br /><ul><li>Export value from the organization to the stakeholders’ communities
  19. 19. Import value from the stakeholders’ communities to the organization </li></li></ul><li>Social BPM in the process lifecycle<br /><ul><li>(I) Weak Ties / Tacit Knowledge exploitation (e.g., team formation)
  20. 20. (I/E) Knowledgesharing (e.g., self-service technical support)
  21. 21. (I) SocialFeedback (e.g., quality of service monitoring)
  22. 22. (E) Transparency: (e.g., legislation building)
  23. 23. (I) Participation: (e.g., participatory budgeting)
  24. 24. (I/E) Activitydistribution (e.g., crowd-sourced work)
  25. 25. (I/E) Decisiondistribution (e.g., social CRM)</li></ul>Socialization <br />goals<br />
  26. 26. Social networking and core BPs (*)<br />APQC Process Classification Framework<br />(*) F Bonchi, C Castillo, <br />A Gionis, and A Jaimes, <br />Social Network Analysis and <br />Mining for Business Applications, <br />ACM Trans on Intelligent <br />Systems and Technology, <br />2(3), April 2011<br /> Process mining<br />
  27. 27. Disciplines and concerns of Social BPM<br />Computer supported collaboration<br />Social sciences<br />Human computation<br /><ul><li>Crowd-sourcing
  28. 28. Task design
  29. 29. Incentive design</li></ul>Management<br />Social Network Analysis<br /><ul><li>Data acquisition & cleaning
  30. 30. Structure analysis
  31. 31. Reputation, trust & expertise</li></ul>Behavioral economics<br /><ul><li>Psychological factors in decision making </li></ul>Security & privacy<br /><ul><li>Anonymization
  32. 32. Spam detection</li></ul>Cognitive psychology<br /><ul><li>User modeling</li></ul>Social BPM<br />Sociology<br /><ul><li>Social psychology
  33. 33. Internet sociology</li></ul>Workflow management<br /><ul><li>Modeling
  34. 34. KPI & benchmarking
  35. 35. Monitoring
  36. 36. Semi-structured processes</li></ul>Software engineering<br /><ul><li>Architecture design
  37. 37. Prototyping
  38. 38. Interoperability & platform independence</li></ul>User interface<br /><ul><li>Experience design
  39. 39. Social factors</li></ul>Knowledge discovery & data mining<br /><ul><li>SN & blog mining
  40. 40. Sentiment analysis
  41. 41. Information extraction
  42. 42. Process mining</li></ul>Data & knowledge management<br />Systems development<br />
  43. 43. Tool landscape: social software meets BPMSs<br /><ul><li>Enterprise Social Software: corporate Wiki and blogs and intranet portals augmented with social capabilities (e.g., Intalio Social Intranet Portal)
  44. 44. Traditional BPM systems: top-down BPM solutions, like Pegasystem, Savvion, Metastorm BizAgi, WebRatio BPM, etc.
  45. 45. Emerging Social BPM suites: early proposals of BPM systems integrating some social aspect</li></li></ul><li>Social BPM vs semi-structured processes<br />Social BPM<br /><ul><li>Focus on: people
  46. 46. Goal: design
  47. 47. Process model: present
  48. 48. Actors: partially unknown, may be in massive numbers
  49. 49. Event logs: only for “regular” activities
  50. 50. Discovery of:
  51. 51. Social network structure (implicit, explicit)
  52. 52. Task outcome
  53. 53. Mined data: SN data, user profiles, blogosphere
  54. 54. Optimization : contribution of external actors, controlled delegation of (non-conforming) activities</li></ul>Semi-structured processes / mining<br /><ul><li>Focus on: activities / case / artifacts
  55. 55. Goal: reverse engineering, verification
  56. 56. Process model: partial or absent
  57. 57. Actors: known (a posteriori?)
  58. 58. Event logs: (partially?) present
  59. 59. Discovery of: causal relations, process models, deviations, work-related social structures
  60. 60. Mineddata: process/activity event logs
  61. 61. Optimization : identification and reuse of efficient repeatable patterns, conformance verification</li></li></ul><li>SBPM as a semi-structured process<br />Activity start<br /><ul><li>How to choose the performers:
  62. 62. By expertise
  63. 63. By network centrality
  64. 64. By trust
  65. 65. By seed + propagation</li></ul>Activity end<br /><ul><li>How to determine the end event
  66. 66. After a time delay
  67. 67. When a structured condition is met (e.g., #likes > X)
  68. 68. When a semi-structured condition is met (when activity drops below a threshold)</li></ul> Information extraction<br /><ul><li>How to extract sense from the community activity
  69. 69. Text classification and summarization
  70. 70. Pattern recognition
  71. 71. Sentiment analysis</li></li></ul><li>The BPM4People research project<br />Model Driven Engineering of Social BPM solutions<br />
  72. 72. Context and goals<br /><ul><li>EU Funded Project, 2 years
  73. 73. 4 SMEs + 2 Universities
  74. 74. Coordinator: Web Models (IT)
  75. 75. Main deliverables
  76. 76. Methodology
  77. 77. Modeling languages
  78. 78. Reusable design patters
  79. 79. Forward engineering architecture
  80. 80. Cases, cases, cases…</li></ul>www.bpm4people.org<br />
  81. 81. Overview of the approach<br />General idea:<br />Social BPM Design & Implementation<br />Analyze process improvement requirements<br />Understand SBPM goals<br />Identify communities of reference<br />Analysis & design<br />Understand process socialization patterns<br />Map requirements to goals<br />Identify relevant socialization patterns<br />Refer patterns to goals<br />(Re)design process with social interactions<br />Identify & abstract <br />social platforms to use<br />Automate pattern to application transformation<br />Map process model to <br />application models<br />Deployment<br />Refine <br />application models<br />Map application models<br />into code & deploy<br />
  82. 82. Representing Social BPM requirements<br />Idea: extending BPMN with stereotypes for expressing:<br /><ul><li>The participation of dynamically enrolled actors ( social pools with different roles)
  83. 83. The execution of activities by such actors (social tasks)
  84. 84. Events for controlling the execution of tasks by social actors</li></li></ul><li>Social BPM design patterns<br /><ul><li>As in the tradition of BPM design patterns, they capture reusable solutions to recurrent socialization requirements </li></ul>Dynamic enrollment<br />Poll<br />
  85. 85. Design patterns and goals<br /><ul><li>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)</li></li></ul><li>A complete example<br />
  86. 86. Model Driven Engineering of SBPM applications<br />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<br />WebRatio (www.webratio.com) MDE approach comprises 3 steps:<br />
  87. 87. Models for BPM<br />Two types of models concur to define the application requirements:<br />
  88. 88. Model extensions for Social BPM<br />Process and applications models are extended to incorporate social issues:<br />Pool<br />Vote<br />Follow<br />Lane 1<br />Lane 2<br />
  89. 89. Generative approach and runtime architecture<br />Process layer<br />Presentation layer<br />Visual identity<br />Business layer<br />Servicelayer<br />Datalayer<br />Integrationlayer<br />Standard Java<br />Web application<br />Social Network connection services<br />IBMWebSphere<br />Caucho Resin<br />ApacheTomcat<br />OracleApplicationServer<br />JBoss<br />Application Server<br />
  90. 90. Expected Advantages of Model Driven SBPM<br />Model Driven Social BPM<br /><ul><li>Incorporates social aspects directly in BPMN
  91. 91. Separates process and application model
  92. 92. Separates visual identity and usability widgets
  93. 93. Standard runtime (Java / relational)
  94. 94. Fast prototyping with social pattern and code generation
  95. 95. Reuses whatever component available (social connector APIs, identification and authorization, client side widgets)</li></ul>Traditional BPM<br /><ul><li>No social aspects
  96. 96. Heavyweight proprietary runtime
  97. 97. Limited customizability</li></ul>Canned Social BPM Solutions<br /><ul><li>Still in their infancy
  98. 98. No process/application model
  99. 99. Limited social functionality
  100. 100. No social assignment policies
  101. 101. No social BAM capabilities</li></li></ul><li>Ongoing and future work<br />Ongoing work: reality check<br /><ul><li>EU Parliament: IT requirement elicitation processes opened to all DGs
  102. 102. NGO: consumers’ claim management and class action organization
  103. 103. PA: participative territory planning
  104. 104. Multinational company: social CRM</li></ul>Future work<br /><ul><li>Complete the implementation of model editor, model transformation, social WebML components
  105. 105. Investigate SNA techniques for social task optimization
  106. 106. Define social process improvement metrics and Social Activity Monitoring concepts</li></li></ul><li>DEMO<br />http://www.bpm4people.org/cms/content/en/demos<br />
  107. 107. References<br /><ul><li>Layna Fisher (Ed.), Social BPM, Work, planning and collaboration under the impact of social technology, Future Strategies & WMFC, 2011
  108. 108. Marco Brambilla, Piero Fraternali, Carmen Vaca, BPMN and Design Patterns for Engineering Social BPM Solutions, BPMS2 Workshop, Clermont Ferrand Aug, 2011
  109. 109. 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.
  110. 110. 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.</li>

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