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Schreckgespenst Case
Management?
bernd.ruecker@camunda.com | berndruecker
Hallo!
Bernd Rücker
Co-Founder of camunda
> 10+ years experience
with workflow and Java EE
@berndruecker
bernd.ruecker@cam...
Operatives Prozessmodell im POC*
*POC = Proof of Concept
Prozessmodell vereinfacht
+ + +
#{script
&& el}
Prozessautomatisierung
Ergebnis trifft auf Realität
“Ich weiß noch gar nicht ob wir
ein Gutachten brauchen – das
entscheidet Herr Müller später
w...
Jetzt gibt es zwei Möglichkeiten
1.
Hier arbeiten „Knowledge
Worker“
2.
Hier fehlt es an Disziplin
 Published by OMG in May 2014 as the BPMN-equivalent for „Cases“
 „Activities that are not so predefined and repeatable,...
Der „Fall“ Kreditüberwachung in CMMN*
Case (Fall)
Stage
(Phase)
Milestone
(Meilenstein)
Sentry
(Wächter)
Task
(Aufgabe)
* ...
Example: Underwriting
* Not (yet) defined by BPMN
standard – vendor extension
Do it in BPMN?
There are workarounds – but
this is hard to model in BPMN.
You need more flexibility for
the „Knowledge Wor...
Underwriting as CMMN
CMMN explained
Human Task –
automatically
activated
Process Task –
manually
activated
Milestone
Sentry – controls if
the M...
CMMN can call BPMN
* Defined by CMMN
standard
CMMN can be best explained via UI
Example UI for Case Instance
Task Form – to work
on Human Task and
see context from case
Case Context (could
show or link ...
Task Lifecycle
Lifecycle Mapped on UI
not shown!
Demo
Source code available:
https://github.com/camunda/camunda-consulting/tree/master/showcases/underwriting
CMMN might be more complex (and powerful)
Sentry might take
data (variables)
into account.
A stage is one
„phase“ in the
c...
By the way…
We are currently
working on DMN
(Decision Model and
Notation).
Can be used in BPMN
or CMMN (or
standalone).
Rot & Blau
Quelle: Gerhard Wohland - Denkwerkzeuge der Höchstleister, Murmann 2007
Structured vs. Unstructured work
Unstructured Processes
Nonroutine Work
Structured Processes
Routine Work
Typical patterns
Preparation Processing
Evaluation or
Decision
(by expert)
e.g. scanning,
validating, storing
master data,...
Existant…
Nonroutine Creative Work
Interessting topics to look at in future:
Adaptive Case Management, Process Mining, …
B...
Also: Dunkelverarbeitung
Question of maturity
End-to-End Process
End-to-End Process
some
reamining
manual work
GOAL
(in 10
years)
NOW
Automated
Sni...
Use the right tool for the job!
Unstructured Processes
Nonroutine Work
Structured Processes
Routine Work
 BPMN (+ Extensions)
 CMMN
 Aufgaben-Management
(flexibel)
BPM & camunda BPM Vision
Workflows Cases Decisions
DMN
Adaptive
Case
Management
(ACM)
damn it – BPM gets
boring – let‘s coin
another term!
Type (level of
adaptivity)
Systems / languages /
means
Example
Adaptive Ontologies, Semantic
models, ObACM (‘ontology
base...
Vielen Dank – Fragen? Sprecht uns
an – am
camunda
Stand!
Case Management & CMMN - Talk at JAX 2015
Case Management & CMMN - Talk at JAX 2015
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Case Management & CMMN - Talk at JAX 2015

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Slides from my talk at JAX 2015 in Mainz about ACM, Case Managenent and CMMN.

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Case Management & CMMN - Talk at JAX 2015

  1. 1. Schreckgespenst Case Management? bernd.ruecker@camunda.com | berndruecker
  2. 2. Hallo! Bernd Rücker Co-Founder of camunda > 10+ years experience with workflow and Java EE @berndruecker bernd.ruecker@camunda.com Camunda Open Source BPM Platform Based in Berlin + San Francisco No Venture Capital ~ 30 people - growing
  3. 3. Operatives Prozessmodell im POC* *POC = Proof of Concept Prozessmodell vereinfacht
  4. 4. + + + #{script && el} Prozessautomatisierung
  5. 5. Ergebnis trifft auf Realität “Ich weiß noch gar nicht ob wir ein Gutachten brauchen – das entscheidet Herr Müller später wenn wir das Rating haben “Oh – Boni-Unterlagen müssen wir übrigens erneut anfordern wenn sich während der Prüfung neue Informationen ergeben – z.B. über die Presse. “Ab und zu merken wir beim Erstellen des Ratings dass dies doch nicht notwendig ist. “Die Reihenfolge wird übrigens sowieso nicht immer eingehalten…
  6. 6. Jetzt gibt es zwei Möglichkeiten 1. Hier arbeiten „Knowledge Worker“ 2. Hier fehlt es an Disziplin
  7. 7.  Published by OMG in May 2014 as the BPMN-equivalent for „Cases“  „Activities that are not so predefined and repeatable, but instead depend on evolving circumstances and ad hoc decisions by knowledge workers regarding a particular situation”  Typical Use Cases: −application and claim processing in insurance −patient care and medical diagnosis in healthcare −exception handling, e.g. problem resolution in call centers, invoice discrepancy handling, data validation errors, …  See http://www.omg.org/spec/CMMN/1.0/  Camunda shipped CMMN 1.0 implementation with 7.2 CMMN
  8. 8. Der „Fall“ Kreditüberwachung in CMMN* Case (Fall) Stage (Phase) Milestone (Meilenstein) Sentry (Wächter) Task (Aufgabe) * Case Management Model and Notation Version 1.0 – Mai 2014
  9. 9. Example: Underwriting * Not (yet) defined by BPMN standard – vendor extension
  10. 10. Do it in BPMN? There are workarounds – but this is hard to model in BPMN. You need more flexibility for the „Knowledge Worker“ It is hard to give a stable ordering of the tasks! Flexibility needed. 100 % standardized – no flexibility needed
  11. 11. Underwriting as CMMN
  12. 12. CMMN explained Human Task – automatically activated Process Task – manually activated Milestone Sentry – controls if the Milestone is reached Sentry – controls if the User Task is enabled Connector – to visualize dependencies (no sequence flow!)
  13. 13. CMMN can call BPMN * Defined by CMMN standard
  14. 14. CMMN can be best explained via UI
  15. 15. Example UI for Case Instance Task Form – to work on Human Task and see context from case Case Context (could show or link more information) Case Activities – provided by engine, correspond to lifecycle
  16. 16. Task Lifecycle
  17. 17. Lifecycle Mapped on UI not shown!
  18. 18. Demo Source code available: https://github.com/camunda/camunda-consulting/tree/master/showcases/underwriting
  19. 19. CMMN might be more complex (and powerful) Sentry might take data (variables) into account. A stage is one „phase“ in the case. Exit Criterias can mark results of a case.
  20. 20. By the way… We are currently working on DMN (Decision Model and Notation). Can be used in BPMN or CMMN (or standalone).
  21. 21. Rot & Blau Quelle: Gerhard Wohland - Denkwerkzeuge der Höchstleister, Murmann 2007
  22. 22. Structured vs. Unstructured work Unstructured Processes Nonroutine Work Structured Processes Routine Work
  23. 23. Typical patterns Preparation Processing Evaluation or Decision (by expert) e.g. scanning, validating, storing master data, loading additional data or querying services, … e.g. creating policy/order/..., provisioning, sending letters, billing, ... Automated Processing Execption Handling e.g. manual processing, correcting data and continue automated processing, calling customer to discuss, ...
  24. 24. Existant… Nonroutine Creative Work Interessting topics to look at in future: Adaptive Case Management, Process Mining, … But does it scale?
  25. 25. Also: Dunkelverarbeitung
  26. 26. Question of maturity End-to-End Process End-to-End Process some reamining manual work GOAL (in 10 years) NOW Automated Snippet Automated Snippet
  27. 27. Use the right tool for the job! Unstructured Processes Nonroutine Work Structured Processes Routine Work
  28. 28.  BPMN (+ Extensions)  CMMN  Aufgaben-Management (flexibel)
  29. 29. BPM & camunda BPM Vision Workflows Cases Decisions DMN
  30. 30. Adaptive Case Management (ACM) damn it – BPM gets boring – let‘s coin another term!
  31. 31. Type (level of adaptivity) Systems / languages / means Example Adaptive Ontologies, Semantic models, ObACM (‘ontology based ACM’) Learning knowledge, inference of results rather than static queries, changes on the fly to activities, addition of new activities, changes to data structures, one (NON IT centric) vocabulary Guiding Analytics in ACM decision dashboard, integration of statistical means (e.g. R), Collaborative Decision Making (CDM), Social BPM Others have done ABC in your current context, rules bases reasoning, sharing of knowledge across contexts. ACM engine suggest best next steps; user picks one, rules / statistic framework integration. Still finite set of a priori defined activities (known already at design time). Dynamic BPMN / workflow engine / ACM More dynamic workflows. Typically using features like events in BPMN or like business rules for gateway logic. Often list of possible steps is dynamically read from external places, like Excel sheet. First ACM engines address this. Finite set of a priori defined activities (known already at design time), Predefined BPMN / workflow engine Static workflows – a priori defined activities (all known during process design), static, changeable through IT only. Grad der Adaptivität Quelle: Hajo Normann, Clemens Utschig-Utschig, Jürgen Kress, Torsten Winterberg in „Thriving on Adaptability: Best Practices for Knowledge Workers” Das ist eigentl. ACM und das funktioniert schon heute CMMN
  32. 32. Vielen Dank – Fragen? Sprecht uns an – am camunda Stand!

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