Module 2: BPM Discipline jBPM5 Community Training version: 1.0-SNAPSHOT Release Date: 01/28/2011Under The Creative Common License
Module 2: BPM DisciplinejBPM5 Community Training Course byMauricio "Salaboy" Salatino is licensedunder a Creative Commons Attribution 3.0 Unported License.Based on a work at salaboy.wordpress. com. Permissions beyond the scope of this license may be available at http: //salaboy.wordpress.com/.
AgendaWhat is a Business Process? Why do we need them?Advantages of knowing your business processesBusiness Process Management Introduction Stage #1: Discover Stage #2: Formalize Stage #3: Implement Stage #4: Runtime Stage #5: Monitor Stage #6: ImproveConclusions
Process? What? Process [pros-es; especially Brit. proh-ses] noun, plural proc·ess·es–noun A systematic series of actions directed to some end: to devise a process for homogenizing milk. A continuous action, operation, or series of changes taking place in a definite manner: the process of decay.–verb To treat or prepare by some particular process, as in manufacturing. to convert (an agricultural commodity) into marketable form by a special process, as pasteurization.
What Process means for Us ProcessSet of ordered actions that tends to transform an input to a desired output
Business? What? Business /ˈbɪznɪs/ Show Spelled[biz-nis]–noun The purchase and sale of goods in an attempt to makea profit.–adjective Of, noting, or pertaining to business, its organization, or its procedures.
What Business means for Us BusinessRelative to a domain, company or a scoped scenario,where certain rules and actions needs to be applied to achieve a goal.
What Business Goal means for Us Business GoalObjective to be satisfied inside the business scope that gives to the company a profit/benefit in some way.
Business ProcessBusiness Process Sequence of actions performed by humans and systems to achieve a business goal.
Sequence of ActionsSequence of actions Well defined set of actions that are executed/done in a specific order The sequence can be repeated multiple times for different situation but the goal of the process must remain the same The sequence doesnt change frequently (lets say doesnt change every second, but it can change every week or every month) The actions are atomic and well focused
Performed by Humans and SystemsPerformed by Humans and Systems Humans and Systems behave differently Some mechanisms are required to make them work together seamesly We need to understand deeply the requirements for these types of interactions
To achieve a business goalTo achieve a business goal The most important part of the definition We need to understand why the process was created and the results that the company expect from it We need to keep the process goal updated in order to validate that each activity inside it is contributing to achieve the objective We can measure how and which are the costs of achieving the proposed goal in order to improve the profit/benefits.
Business Process ManagementBusiness Process Management History Introduction Main Stages Best Practices Some recommendations Tips and Tricks
Business Process Management HistoryBusiness Process Management History Was born more than 30 years ago Focused on improve how companies work Workflows, person to person interactions come first A business related approach come later with high level concepts The BPM discipline was created to provide a framework where business processes can be discovered and improved over the years
Business Process Management StagesBusiness Process Management Stages Stage #1: Discover Stage #2: Formalize Stage #3: Implement Stage #4: Runtime Stage #5: Monitor Stage #6: Improve
BPM Stage #1: Discover BPM Stage #1: Discover key points Find how the work is being done Interview every person involved with the process under analysis. Explain the reasons and the purposes of the interviews Find the information that persons and systems are handling for achieving each activity. Find out the paper work that its being done inside the process. Collect and structure the interviews answers to find out a textual description about how the work is done in the company.
BPM Stage #2: Formalize BPM Stage #2: Formalize Use a formal language to model the discovered process. This is usually a business analyst task. Use business language to describe the activity names inside the process Dont use technical/obfuscated language to describe business activities Keep in mind the process perspective and the process goal Validate the formal model with business people
BPM Stage #3: Implement BPM Stage #3: Implement Create and add all the technical details needed to run your business process definition Identify and setup users and groups information Define and implement User Interfaces for Human Tasks Interactions Create third party and internal system connectors Define a dictionary that contains systems, applications and services and the developed connectors Define a dictionary that contains users, groups and the services or data structures that are being used to retrieve their information
BPM Stage #4: Runtime BPM Stage #4: Runtime Define and setup an execution environment (usually centralized and accessible via network/internet) Define a small group of users that will be responsible to do their activities using the implemented users interfaces Assist the users in their first experiences Take notes about common problems and exceptional situations and their solutions Measure the amount of completed processes and activities
BPM Stage #5: Monitor BPM Stage #5: Monitor Create and setup business specific widgets to monitor relevant metrics from the process executions Measure process specific metrics Completion Time, Number of activities completed, etc Create dashboard-like screens that helps for decision making processes Take notes about improvements that can significantly change process performance (business related performance)
BPM Stage #6: Improve BPM Stage #6: Improve Based on overall notes scope the next iteration Define next interations goal Focus your proposal into maximize business benefits Be ready to improve all the created assets
BPM Some RecommendationsBPM Some Recommendations The success of the BPM initiative is highly related with the culture of the company A mind shift from all company levels is required Find a good internal sponsor that backs you up during the BPM stages Teach people about how to participate in the BPM practice, most of them want to improve the way of working
BPM Tips and TricksBPM Tips and Tricks Get involved with the people that do the work everyday Discovering new business process is not an easy task, be careful Understand the goal that each business process has in real life Scope your iterations wisely Try to get something working from end to end in first iterations, you can improve it later Be there for end users, answer questions, help them to adopt the new proposal
ConclusionsConclusions BPM will guide you to an iterative and continuous improvement of your business processes Your business processes are a very important business asset that gives to all the company visibility about how the work is being done BPM is not about technology is about improvement You need to define and understand perfectly the company, the people and the goal that you are trying to achieve with the project BPM will not fix everything
Next ModulesStay tuned for the next modules that will explain importanttopics such as: The Business Process Modeling and Notation V2 jBPM5 first steps and hands on labs (after the release) Human Interactions inside our processes etc.
Related LinksYou can find more information, examples, tutorials andmore in: BPM Books: Business Process Management, Second Edition Business Process Management: Concepts, Languages and Architectures Salaboy Blog http://salaboy.wordpress.com Plug Tree Blog http://www.plugtree.com