Streamlining Content Processes Using Structured Business Process Modeling - 2013 Lavacon

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In 2012, Joe and Jackie presented “Documenting Business Processes Online Using One …

In 2012, Joe and Jackie presented “Documenting Business Processes Online Using One
Tool” that inspired their audience to view project documentation in a different light. This
year, they will continue the discussion by sharing more information about how Structured
Business Process Modeling helps business analysts, developers, and QA testers to see
the requirements in a graphical form. Structured Business Process Modeling requires an
attention to detail to show not only the “happy path” of a requirement, but to identify the
many decision paths that a customer may encounter when accessing a website or using
a specific digital media device.

In this presentation, they will cover the different modeling approaches and the business
process level architecture pyramid, show an example of each level of the pyramid; cover
the common notation used in two standards-based modeling methods: EPC (Event-driven
Process Chain) and BPMN (Business Process Management Notation); and conclude by
sharing where to gain more information in the world of business process management.

More in: Business , Technology
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  • 1. @damrauja @joegollner #BPM-ContentStrategy @LavaCon Streamlining Content Processes Using Structured Business Process Modeling Dr. Jackie Damrau & Joe Gollner
  • 2. About the Speakers • Dr. Jackie Damrau, BPMN Certified Practitioner @damrauja • Joe Gollner, M.Phil. Managing Director, Gnostyx Research Inc @joegollner @damrauja @joegollner #BPM-ContentStrategy @LavaCon
  • 3. Class Introductions Your Info • You are... • I expect to... • Your goal at Lavacon is to... Copyright © 2013. Dr. Jackie Damrau & Joe Gollner. All rights reserved.LavaCon 2013
  • 4. Agenda Copyright © 2013. Dr. Jackie Damrau & Joe Gollner. All rights reserved.LavaCon 2013 • What is Business Process Modeling and Content Strategy • BPM & Content Strategy Life Cycles • BPM & Content Strategy Approaches • BPM Architecture Levels • Standards and Notations • Tools of Our Trade • Want to Know More... • Where Did We Get This Stuff • Q&A
  • 5. WHAT IS BUSINESS PROCESS MODELING AND CONTENT STRATEGY? Copyright © 2013. Dr. Jackie Damrau & Joe Gollner. All rights reserved.LavaCon 2013
  • 6. Business Process Modeling vs. Business Process Management (BPM) Definitions A chain of sequences (events or activities) within an organization that defines a workflow for goods or services and drives value for the organization Business Process Management An approach to organizing that focuses on the optimization (streamlining) of critical processes (sequences of events) for purposes of efficiency and effectiveness. Business Process Modeling Copyright © 2013. Dr. Jackie Damrau & Joe Gollner. All rights reserved.LavaCon 2013
  • 7. Purpose for Modeling Business Processes Source: ABPMP, 2009, p. 39 • Document existing processes • Design a new process/approach for existing processes • Describe new business operation requirements • Analyze and identify improvement opportunities • Understand process performance under varying loads or when responding to anticipated changes • Provide a basis for communication and discussion • Use as: o A training aid o An assessment against standards and compliance requirements Copyright © 2013. Dr. Jackie Damrau & Joe Gollner. All rights reserved.LavaCon 2013
  • 8. BPTrends 2011 Survey says… Source: Harom and Wolf, 2011, p. 11 2013 Survey underway!
  • 9. 2013 Survey on Content Collaboration Overcoming the challenges surrounding content collaboration is central to an effective content strategy and content management implementation project.
  • 10. Benefits of Modeling Business Processes • Relatively fast, easy, and inexpensive to complete • Easier to understand graphical vs. textual representation • Provide a measurement baseline • Facilitate process simulation and impact analysis • Leverages various standards and a common set of techniques Source:conversationswithv.net Source: ABPMP, 2009, p. 39 Copyright © 2013. Dr. Jackie Damrau & Joe Gollner. All rights reserved.LavaCon 2013
  • 11. What is a Business Process? Source: http://www.sparxsystems.com.au/downloads/whitepapers/The_Business_Process_Model.pdf Copyright © 2013. Dr. Jackie Damrau & Joe Gollner. All rights reserved. LavaCon 2013
  • 12. Content Strategy Copyright © 2013. Dr. Jackie Damrau & Joe Gollner. All rights reserved.LavaCon 2013 A strategy is a plan of action directed towards achieving a long-term goal through the coordination, integration and application of the resources and capabilities available to an enterprise A Content Strategy seeks to make content a strategic asset that can be leveraged by state-of-the-art technology to achieve concrete business goals. This strategy will set out a plan of balanced investments to improve how content is acquired, delivered, engaged and managed.
  • 13. "5-Why" Analysis Technique • Ask "why" five times to get past the symptoms and get to root cause • Moves the person past the obvious answers (which are often wrong) to the meaty hidden answers • Easy to use -- no forms, software, or anything else required • Can be used by everyone • Can be used formally or informally Copyright © 2013. Dr. Jackie Damrau & Joe Gollner. All rights reserved.LavaCon 2013
  • 14. BPM & CONTENT STRATEGY LIFE CYCLES Copyright © 2013. Dr. Jackie Damrau & Joe Gollner. All rights reserved.LavaCon 2013
  • 15. BPM Lifecycle Image Source: ©2005 by IDS Scheer AG. All Rights reserved. Text: Davis & Brabander, ARIS Design Platform: Getting Started with BPM. Copyright © 2013. Dr. Jackie Damrau & Joe Gollner. All rights reserved.LavaCon 2013 Enables statistical measurement to compare targets for improvements Maps processes into software with minimum information loss Forms foundation for aligning business processes with corporate strategy Aligns business processes to market needs/ requirements, incl. design, analysis, and optimization
  • 16. Content Lifecycle Process • Content is only usefully understood as part of its lifecycle process • Where it comes from? • Where it goes? • How it is used? • How success is measured? • Why is it created in the first place? • Calls for Business Process Modeling of Content Lifecycles Copyright © 2013. Dr. Jackie Damrau & Joe Gollner. All rights reserved.LavaCon 2013
  • 17. • What is a business process? • What is content strategy? • What commonalities do they share? • How many times should you ask "why"? Source: http://commons.wikimedia.org/wiki/File:Quiz_Party_Menu.jpg Quiz Time! Copyright © 2013. Dr. Jackie Damrau & Joe Gollner. All rights reserved.LavaCon 2013
  • 18. BPM & CONTENT STRATEGY APPROACHES • Top-Down • Bottom-Up • 4Cs Copyright © 2013. Dr. Jackie Damrau & Joe Gollner. All rights reserved.LavaCon 2013
  • 19. Different Modeling Approaches Source: gazzaleylab.ucsf.edu Purpose: Convey meaning Copyright © 2013. Dr. Jackie Damrau & Joe Gollner. All rights reserved.LavaCon 2013
  • 20. 4C’s of Good Modeling • Validated by proper modeling construction • Unambiguous and obvious from diagram as to which activities are conditional, which are performed in parallel with others, or how exceptions are handled • Show how the process starts, all its end states, and its communications with external entities • All modelers should create the same model more or less or ones that are similarly structured Correct Clear Complete Consistent Copyright © 2013. Dr. Jackie Damrau & Joe Gollner. All rights reserved.LavaCon 2013
  • 21. BREAK 10mins Source: http://www.flickr.com/photos/lumaxart/2136948489/ Copyright © 2013. Dr. Jackie Damrau & Joe Gollner. All rights reserved.LavaCon 2013
  • 22. BPM ARCHITECTURE LEVELS Copyright © 2013. Dr. Jackie Damrau & Joe Gollner. All rights reserved.LavaCon 2013
  • 23. Business Process Level Architecture Source: BPTrends "State of Business Process Management 2012" (www.bptrends.com) Copyright © 2013. Dr. Jackie Damrau & Joe Gollner. All rights reserved.LavaCon 2013
  • 24. Level 1 - Organizational Relationship Source :www.bizmanualz.com Copyright © 2013. Dr. Jackie Damrau & Joe Gollner. All rights reserved.LavaCon 2013
  • 25. Level 2 - Business Area Source:http://www.ithacalibrary.com/sp/subjects/leaks Copyright © 2013. Dr. Jackie Damrau & Joe Gollner. All rights reserved.LavaCon 2013
  • 26. • BPMN STANDARDS OR NOTATIONS • EPC • OPM / CMT Copyright © 2013. Dr. Jackie Damrau & Joe Gollner. All rights reserved.LavaCon 2013
  • 27. Business Process Modeling Notation (BPMN) Source: otti.starmedia.com/tmp/swotti/cacheYNBTBG==/imgBpmn5.jpg Copyright © 2013. Dr. Jackie Damrau & Joe Gollner. All rights reserved.LavaCon 2013
  • 28. EPC Modeling Notation Copyright © 2013. Dr. Jackie Damrau & Joe Gollner. All rights reserved.LavaCon 2013
  • 29. BPMN Example
  • 30. Copyright © 2013. Dr. Jackie Damrau & Joe Gollner. All rights reserved.LavaCon 2013
  • 31. • Create a process using the “happy” path process ONLY o Sending a document through a revision cycle o Coordinating a translation with a translation supplier o Coordinating a content review with subject matter experts o Pick your own! • Present to class Your Team Task… Copyright © 2013. Dr. Jackie Damrau & Joe Gollner. All rights reserved.LavaCon 2013 Using BPMN
  • 32. BREAK 10mins Copyright © 2013. Dr. Jackie Damrau & Joe Gollner. All rights reserved.LavaCon 2013 Source: http://www.flickr.com/photos/lumaxart/2136948489/
  • 33. OPM Modeling Notation Copyright © 2013. Dr. Jackie Damrau & Joe Gollner. All rights reserved.LavaCon 2013 OPD Integrated modeling notation designed for complex systems Establishes Objects and Processes as the two fundamental building blocks Processes change Objects Single modeling view - Inheritance - Composition - Process flow
  • 34. Content Modeling Technique (CMT): A Streamlined Profile of OPM for Content Processes Copyright © 2013. Dr. Jackie Damrau & Joe Gollner. All rights reserved.LavaCon 2013 Three Building Blocks: - Objects - Processes - Actors What’s New: Actors - Elevation of OPM Agent link - Actors are people or organizations who are responsible for outcomes
  • 35. CMT Example • Different types of Actors shown: Customers & Project Team • Content objects connect each process • Decomposition shown for an object, a process & an actor In complex models, different views can be used to show only objects (state transition), Actors (responsibility matrix), or processes (business process model)
  • 36. CMT Example (Continue) • Composition and Inheritance can be used to describe complex content models such as DITA Specializations • Inheritance can be used to model Is-As relationship models (Taxonomies) • These are critically important in modelling content management environments
  • 37. Copyright © 2013. Dr. Jackie Damrau & Joe Gollner. All rights reserved.LavaCon 2013
  • 38. Your Team Task… • Revise your Team Task with alternate exceptions • Sending a document through a revision cycle • Coordinating a translation with a translation supplier • Coordinating a content review with subject matter experts • Pick your own! • Present to class Copyright © 2013. Dr. Jackie Damrau & Joe Gollner. All rights reserved.LavaCon 2013 Using CMT
  • 39. TOOLS OF OUR TRADE Copyright © 2013. Dr. Jackie Damrau & Joe Gollner. All rights reserved.LavaCon 2013
  • 40. BPM Tools Gartner Position - 2012 Vendor Application Leaders Software AG ARIS, ARIS for SAP OpenText-Metastorm Metastorm BPM, Metastorm ProVision IBM System Architect Mega Mega Modeling Suite iGrafx FlowCharter 2009 Microsoft Visio Casewise Corporate Modeler Suite Nimbus Partners Nimbus Control MooD International MooD Business Architect, MooD Active Enterprise Visionaries No Magic Cameo Suite Niche Players QPR Software QPR ProcessGuide Sparx Systems Enterprise Architect BusinessGenetics xBML W5 Other OPCAT OPM Modeling Tool (www.opcat.com) Source: http://www.gartner.com/technology/reprints.do?id=1-18B65W4&ct=111213&st=sb Copyright © 2013. Dr. Jackie Damrau & Joe Gollner. All rights reserved.LavaCon 2013
  • 41. WANT TO KNOW MORE... Copyright © 2013. Dr. Jackie Damrau & Joe Gollner. All rights reserved.LavaCon 2013
  • 42. Enhance Your BPM Skills… Degrees Certifications • Kelley School of Business • BS, Business – Information & Process Management Major • Widener University • MS, Business Process Innovation • Boston University • bpmessentials.com • University Alliance • Univ. of California – Irvine • Univ. of Illinois – Springfield • Univ. of North Carolina – Charlotte • Association of Business Process Management Professionals (ABPMP) • International Institute of Business Analysis (IIBA) • BPM Institute.org Professional Associations • Univ. of San Francisco • Villanova University • Widener University • Association for Information and Image Management (AIIM) • Object Management Group (OMG) Copyright © 2013. Dr. Jackie Damrau & Joe Gollner. All rights reserved.LavaCon 2013
  • 43. WHERE DID WE GET THIS STUFF... Source: http://www.flickr.com/photos/rosenfeldmedia/4459977926/ Copyright © 2013. Dr. Jackie Damrau & Joe Gollner. All rights reserved.LavaCon 2013
  • 44. 1. Business Process Management Common Body of Knowledge (BPM CBOK®), Version 2.0 – Second Release. (2009). Association of Business Process Management Professionals. 2. Dyer, Lisa. (2013, January). “Information Architecture and Business Process Management: A Recipe for New Business Value.” STC Intercom (www.stc.com) 3. Harmon, Paul. (2013, March 13). “What New Technology Should a Manager Use?” BPTrends Email Advisor (www.bptrends.com) 4. Harmon, Paul, and Wolf, Celia. (2011, December). “Business Process Modeling Survey: A BPTrends Report.” BPTrends (www.bptrends.com) 5. Harmon, Paul, and Wolf, Celia. (2012, March). "State of Business Process Management - 2012." BPTrends (www.bptrends.com) 6. Recker, Jan. (2013, March 9). “Class Notes: BPM Research and Education — How Was School Today?” BPTrends e-zine (www.bptrends.com) 7. Rockwell, Dan (aka Leadership Freak). (2013, March 15). “Thriving Through Process.” Leadership Freak blog (leadershipfreak.wordpress.com) 8. University of San Francisco. (2013). "Applied business Process Manaement, Book 1 of 2, Weeks 1-4. (http://www.usanfranonline.com/certificate-programs-online/) Presentation Resources Copyright © 2013. Dr. Jackie Damrau & Joe Gollner. All rights reserved.LavaCon 2013
  • 45. Book Recommendations Copyright © 2013. Dr. Jackie Damrau & Joe Gollner. All rights reserved.LavaCon 2013
  • 46. Copyright © 2013. Dr. Jackie Damrau & Joe Gollner. All rights reserved.LavaCon 2013
  • 47. Copyright © 2013. Dr. Jackie Damrau & Joe Gollner. All rights reserved.LavaCon 2013
  • 48. How to Contact Us! DR. JACKIE DAMRAU BPM Analyst / Trainer Email: jdamrau3@gmail.com Phone: 214-505-0100 Twitter: @damrauja LinkedIn: Jackie Damrau Copyright © 2013. Dr. Jackie Damrau & Joe Gollner. All rights reserved.LavaCon 2013 Joe Gollner, M.Phil. Content Solution Architect Email: jag@gnostyx.com Phone: 613-670-5786 Twitter: @joegollner Blog: www.gollner.ca
  • 49. Additional Modeling Options • Flow Charting • UML • SIPOC • Swim Lanes • IDEF-0 • Systems Dynamics • Value Chain • LOVEM-E • Value Stream Mapping Copyright © 2013. Dr. Jackie Damrau & Joe Gollner. All rights reserved.LavaCon 2013
  • 50. Flow Charting Notation Source: edrawsoft.comSource: http://en.wikipedia.org/wiki/Flowchart Copyright © 2013. Dr. Jackie Damrau & Joe Gollner. All rights reserved.LavaCon 2013
  • 51. Swim Lanes Source: blog.larimarconsulting.com Copyright © 2013. Dr. Jackie Damrau & Joe Gollner. All rights reserved.LavaCon 2013
  • 52. Value Chain Analysis Design Develop Implement Evaluate • Collect • Analyze • Delivery • Objectives • Descriptions • Collect Content • Lesson Plan • Document Types • Create Test • Build Course • Create Materials • Type of Media • Beta Test • Pilot • Teach • Complete Evals • Review Evals • Make Changes Copyright © 2013. Dr. Jackie Damrau & Joe Gollner. All rights reserved.LavaCon 2013
  • 53. Unified Modeling Language (UML) Copyright © 2013. Dr. Jackie Damrau & Joe Gollner. All rights reserved.LavaCon 2013 Source:ukpdf.info
  • 54. IDEF-0 Source: edrawsoft.com Source: http://en.wikipedia.org/wiki/IDEF0 Copyright © 2013. Dr. Jackie Damrau & Joe Gollner. All rights reserved.LavaCon 2013
  • 55. LOVEM-E Source: http://www.ibm.com/developerworks/webservices/library/ws-improvesoa/ Copyright © 2013. Dr. Jackie Damrau & Joe Gollner. All rights reserved.LavaCon 2013
  • 56. SIPOC Source:six-sigma-material.com Copyright © 2013. Dr. Jackie Damrau & Joe Gollner. All rights reserved.LavaCon 2013
  • 57. Systems Dynamics Source: suggestsoft.com Copyright © 2013. Dr. Jackie Damrau & Joe Gollner. All rights reserved.LavaCon 2013
  • 58. Value Stream Mapping Source:engineeringeconomist.blogspot.com Copyright © 2013. Dr. Jackie Damrau & Joe Gollner. All rights reserved.LavaCon 2013