BPM Patterns & Best Practices with OutSystems BPT

OutSystems Agile Platform
BPT Patterns & Best Practices
Gonçalo Borrêga - OutSystems

Agenda
Mindset
BPT vs. Rest of the World
Simple techniques
Advanced patterns
Q&A

Background & GroundRules
Mindset

MindsetBackground
Claims processing process
708 Activities
501 Decisions
>4.000.000 instances (>1.800.000 human)
Processes thatlastfrom 2 minutes to 2 years
Refactoringproject

MindsetBackground – One of the “old” processes

MindsetGround rules
Know your process
Analyze early
Design deep
Top down approach
Parallelize manual activities
Guideyourusers

MindsetGround rules
Aim for simplicity
Show it to yourusers
Use sub-processes
Considerversioning
But…
Avoidrefactoring

The things you really should take advantage
BPT vs. Rest of the World

BPT vs. Rest of the WorldThe things you really should take advantage
Impactanalysis
Process upgrades ARE possible
Plandeploymentwisely

Theprocessisclose to the data
No data dictionaries
TrueChangeTM built in
Amazing event model

Theprocessisclose to the UI
Synchronous closing and validation
UI iseasilycontrolledfromtheprocess
UI caneasilyreflecttheprocess

Smallsteps for you, bigsteps for your processes
Simple techniques

Simple techniquesSmall steps for you, big steps for your processes
Empowersub processes
ForkandJoin
Use input parameters to refine behaviour
Use ouputparameters to controlparentbehaviour
Do notforgetreporting

Smartlabeling
Hierarchical
Incremental
Relational

Cycles?
Sure, whentheybelong to theprocess
Never as procedurallogic

Run again… with no impact
Implementautomaticactivitiesconsideringtheywillberunseveraltimes
Design theprocesssoitcanbe “restarted”

Use and extend the model
Advanced patterns

Advanced patterns Use and extend the model
Processintercommunication
Database/Eventbased
Decouplefromprocessspecificactions
“Statemachine”

States
Databaseflag-based status
Allowseasyreporting
Easyprocesslockers

BPT awareapplication
Singleentrypoints
Session.ActivityId
Everyactionwithanactivity

Custominboxes
Contextual
Taskoriented
Custompriorities

Advanced patterns Use and extend the model – Custom inboxes

Conditionalstarts
Supportsadhoc processes
Auto launchhiddenby UI

Advanced patterns Use and extend the model – Conditional start

ActivityExtensionEntities
ActivityId as identifier
PurgeifrequiredonClose/Skip
Extend BPT model
Foreignsystemsevents
Comments

ActivityBehaviour
Staticentitywithbehaviours
CreateentryonOpen (bound to user)
PurgeonClose/Skip
Control UI
CheckBehaviour(Entities.BEHAVIOUR.AcceptReject)

MetamodelExtensionEntities
ActivityDefinitionId as identifier
If no recordexistsonOnCreate, createentry
Whenchangeisfrequent use SS_Keyandallow BackOffice configuration

Advanced patternsUse and extend the model
Templates
Gatheryourrequirements
Create Template processes
Use processgenericcallbacks
Userassignment, SLAs, Groupassignment

Questions?
goncalo.borrega@outsystems.com

Thankyou for yourattention and contribution!

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BPM Patterns & Best Practices with OutSystems BPT

by Gonçalo Borrêga on May 01, 2010

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BPM Patterns & Best Practices with OutSystems BPT — Presentation Transcript