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BPMN and Design Patterns for Engineering Social BPM Solutions


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The integration of social software and BPM can help organizations harness the value of informal relationships and weak ties, without compromising the consolidated business practices embedded in conventional BPM solutions. This paper presents a process design methodology, supported by a tool suite, for addressing the extension of business processes with social features. The social process design exploits an extension of BPMN for capturing social requirements, a gallery of social BPM design patterns that represent reusable solutions to recurrent process socialization requirements, and a model-to-model and mode-to-code transformation technology that automatically produces a process enactment Web application connected with mainstream social platforms.

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BPMN and Design Patterns for Engineering Social BPM Solutions

  1. 1. BPMN and Design Patterns for Engineering<br />Social BPM Solutions<br />BPMS2 Workshop, Clermont-Ferrand Aug 29 2011<br />Marco Brambilla, PieroFraternali, Carmen Vaca<br />DipartimentodiElettronica e Informazione<br />Politecnico di Milano<br />Contact:<br />marco.brambilla@polimi.itmarcobrambimarcobrambi<br />
  2. 2. Outline<br /><ul><li>Understanding the goals of social BPM
  3. 3. Representing social BP requirements
  4. 4. Eliciting recurrent solutions: social design patterns
  5. 5. An example
  6. 6. An architecture for the fast prototyping and engineering of SBPM
  7. 7. Conclusions: ongoing & future work (+ demo)</li></li></ul><li>Context and goals<br /><ul><li>EU Funded Project, 2 years
  8. 8. 4 SMEs + 2 Universities
  9. 9. Coordinator: Web Models (IT)
  10. 10. Main deliverables
  11. 11. Methodology
  12. 12. Modeling languages
  13. 13. Reusable design patters
  14. 14. Forward engineering architecture
  15. 15. Cases, cases, cases…</li></ul><br />
  16. 16. The Social BPM Space<br />A continuum from closed to open social BPM, where each organization can find the mix of control & flexibility it needs<br />Process model decided top-down and hard wired, task assignment rigid, communication limited to task input-output<br />ClosedBPM<br />Participatory design<br />Process model resulting from merge of different models (e.g., merger&acquisition), task/flow variants<br />Participatory enactment<br />Actors are fixed, but can communicate with social tools (e.g., follow up a task, tweet on a task status, etc)<br />The community of actors can be (in part) open: e.g., <br />launch a task to be executed in Facebook, find an expert in LinkedIn, vote for alternative flows <br />Social enactment<br />Tasks are executed freely (e.g., in a Wiki-like mode)<br />process constraints are mined and progressively enforced by observing community behaviors<br />Process mining<br />
  17. 17. The contribution of “social” to the BPM lifecycle<br /><ul><li>Weak Ties / Tacit Knowledge exploitation (e.g., team formation)
  18. 18. Knowledgesharing (e.g., self-service technical support)
  19. 19. SocialFeedback (e.g., quality of service monitoring)
  20. 20. Transparency: (e.g., legislation building)
  21. 21. Participation: (e.g., participatory budgeting)
  22. 22. Activitydistribution (e.g., crowd-sourced work)
  23. 23. Decisiondistribution (e.g., social CRM)</li></ul>Social BPMN<br />Socialization <br />design <br />patterns<br />Socialization <br />goals<br />Modeltransformation<br />Participatory & <br />social enactment<br />Social BPM architecture<br />
  24. 24. Overview of the approach<br />General idea:<br />Social BPM Design & Implementation<br />Analyze process improvement requirements<br />Understand SBPM goals<br />Identify communities of reference<br />Analysis & design<br />Understand process socialization patterns<br />Map requirements to goals<br />Identify relevant socialization patterns<br />Refer patterns to goals<br />(Re)design process with social interactions<br />Identify & abstract <br />social platforms to use<br />Automate pattern to application transformation<br />Map process model to <br />application models<br />Deployment<br />Refine <br />application models<br />Map application models<br />into code & deploy<br />
  25. 25. Representing Social BPM requirements<br />Idea: extending BPMN with stereotypes for expressing:<br /><ul><li>The participation of dynamically enrolled actors ( social pools with different roles)
  26. 26. The execution of activities by such actors (social tasks)
  27. 27. Events for controlling the execution of tasks by social actors</li></li></ul><li>Social BPM design patterns<br /><ul><li>As in the tradition of BPM design patterns, they capture reusable solutions to recurrent socialization requirements </li></ul>Dynamic enrollment<br />Poll<br />
  28. 28. Design patterns and goals<br /><ul><li>Socialization goals can be used as drivers for the selection of the social BPM design patterns that are more relevant to a process socialization effort (SBPM by example)</li></li></ul><li>A complete example<br />
  29. 29. Model Driven Engineering of SBPM applications<br /><ul><li>Models are amenable to be transformed into running applications, enabling fast prototyping and early assessment of alternative process socialization strategies directly by the stakeholders
  30. 30. Model-Driven Engineeringis the discipline that supports a generative approach to the creation and maintenance of application from abstract, platform-independent models
  31. 31. Implementation exploited WebRatio (, an industrial MDE tool that manages app development in three steps:</li></li></ul><li>Models for BPM<br />Two types of models concur to define the application requirements:<br />
  32. 32. Model extensions for Social BPM<br />Process and applications models are extended to incorporate social issues:<br />Pool<br />Vote<br />Follow<br />Lane 1<br />Lane 2<br />
  33. 33. Generative approach and runtime architecture<br />Process layer<br />Presentation layer<br />Visual identity<br />Business layer<br />Servicelayer<br />Datalayer<br />Integrationlayer<br />Standard Java<br />Web application<br />Social Network connection services<br />IBMWebSphere<br />Caucho Resin<br />ApacheTomcat<br />OracleApplicationServer<br />JBoss<br />Application Server<br />
  34. 34. Ongoing and future work<br />Ongoing work: reality check<br /><ul><li>EU Parliament: IT requirement elicitation processes opened to all DGs
  35. 35. NGO: consumers’ claim management and class action organization
  36. 36. PA: participative territory planning
  37. 37. Multinational company: social CRM</li></ul>Future work<br /><ul><li>Complete the implementation of model editor, model transformation, social WebML components
  38. 38. Investigate SNA techniques for social task optimization
  39. 39. Define social process improvement metrics and Social Activity Monitoring concepts</li></li></ul><li>DEMO<br /><br />
  40. 40. Contact:<br />Marco Brambilla<br />marco.brambilla@polimi.itmarcobrambimarcobrambi<br />