]project-open[ Workflow Developer Tutorial Part 4
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]project-open[ Workflow Developer Tutorial Part 4



Bonus slides for the Workflow Developer Tutorial

Bonus slides for the Workflow Developer Tutorial



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]project-open[ Workflow Developer Tutorial Part 4 ]project-open[ Workflow Developer Tutorial Part 4 Presentation Transcript

  • ]project-open[ Workflow Training This slides are part of a training course on the ]po[ workflow.
  • ]po[ Workflow Building Blocks
    • Activity – Transition
    • Decision
    • Loop
    • Parallel fork
    • And-Join
    • Outgoing communication
    • Incoming communication
    Demo Petri-Nets
  • ]po[ Workflow User Interaction
    • Inbox
    • Action panel
    • Journal
    • Past (finished) workflows(?)
  • ]po[ Workflow Developer Interaction
    • Create a new workflow
    • Update an existing workflow
    • Re-assign workflow tasks
    • Restart a workflow
  • ]po[ Workflow GUI
    • GUI for workflow users:
      • Workflow Inbox
      • Workflow Status Portlet
      • Workflow Journal Portlet
      • Workflow Action Panel
    • GUI for workflow developers:
      • Workflow Editor
      • Workflow Debugger
  • Simple WF Tutorial
    • Design a simple WF using the WF editor
    • Link the workflow to a business object
    • Define who should perform the tasks
    • Start, stop and reassign the WF
    • Control the execution of the WF
    Interactive Tutorial
  • ]po[ “Simple Process” Designer
    • Design a linear workflow including loops
      • Define workflow activities (transitions)
      • Define decisions and loops
      • Define static and manual assignments
    • Testing your workflow
    • Deploying your workflow
  • ]po[ Workflow Assignments
    • Static Assignments
    • Manual Assignments
    • Calculated Assignments
    • Missing Assignments
  • Workflow Reporting
    • Operational reporting
    • ]po[ Reporting Engine
    • External reporting engine
    • Data-Warehouse cubes
    • Performance indicators and scorecards
  • Contents Overview
    • Explore how the ]po[ workflow works within your system
    • Learn about successful Workflow implementation from other customers
    • Discover the workflows provided to you by ]po[
    • Learn how to integrate your workflow with email, mobile and external systems
    • Learn how your workflows can operate in real-time
    • See how to administer and monitor your workflow
  • Contents
    • The fundamental building blocks of ]po[ workflow
    • Best practices to plan your workflow
    • When to use ]po[ workflow and when not to use it
    • Maintain and update a workflow during its years of operation
    • Advanced functions of the ]po[ workflow
    • Notifications and reminders:
      • Sending out emails: Workflow Notifications
      • Integration with mobile devices
      • Reminding people of their tasks
    • Integrating the ]po[ workflow with external systems
    • Workflow audit
    • Workflow metrics and measures
    • The business case for a workflow
  • Workflow Benefits
    • Standardize business processes
    • Accelerate processes and avoid delays
    • Transparency and reporting
    • Build the base for process improvement
    • Improve user productivity
  • The Workflow Development Team
    • Process analyst
    • Workflow designer
    • Workflow developer
    • Application administrator
    • Key user
    • Executive sponsor
    • Report developer
  • Controlling Object’s Lifecyle
    • Workflows frequently are used to control the states and the lifecycle of a business object (project, task, customer, …)
    • Learn how workflow transition can modify the status of the underlying business object
  • ]po[ Workflow Environment
    • Workflows are usually attached to a business object (project, customer, task)
    • The workflow can update the business object’s status as a result of workflow actions
    • The workflow can display the objects information and accept updates to the object’s fields
    • In theory, more then one workflow can be attached to a single object
    Project Task Task Task Task Customer User User User WF WF WF Gantt Diagram!
  • User Substitution and Vacation Logic Best Practices
    • Assignment to groups
    • Global replacement of one user by another user (or a group of them)
    • Supervised re-assignment of users
  • Workflow and Related Concepts
    • Similarities and differences between a Gantt Chart and a Workflow
    • Project tasks vs. Workflow tasks
    • Difference between “hard” sequential steps vs. “soft” parallel WF steps
  • Practical Tips
    • Keep your WF as simple as possible
    • Unify tasks executed by the same user
    • Split tasks that are executed by different departments of companies
    • Avoid parallelism, unless it is absolutely necessary.
    • Eliminated “soft” sequential steps from the WF and replace WF tasks by “tracking”.
    • Define how the WF should update the states of the underlying business object
  • Workflow Development Organization
    • Define the business process
    • Define activities and their roles
  • Quotes
    • Learn how to track your critical processes and to measure their performance