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]project-open[ Workflow Developer Tutorial Part 4

]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