Streamlining Content Processes Using Structured Business Process Modeling - 2013 Lavacon

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

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

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

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

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

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

29. BPMN Example

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

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

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

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

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

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

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

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