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]project-open[ Workflow Developer Tutorial Part 4

Bonus slides for the Workflow Developer Tutorial

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]project-open[ Workflow Developer Tutorial Part 4

  1. 1. ]project-open[ Workflow Training This slides are part of a training course on the ]po[ workflow.
  2. 2. ]po[ Workflow Building Blocks <ul><li>Activity – Transition </li></ul><ul><li>Decision </li></ul><ul><li>Loop </li></ul><ul><li>Parallel fork </li></ul><ul><li>And-Join </li></ul><ul><li>Outgoing communication </li></ul><ul><li>Incoming communication </li></ul>Demo Petri-Nets
  3. 3. ]po[ Workflow User Interaction <ul><li>Inbox </li></ul><ul><li>Action panel </li></ul><ul><li>Journal </li></ul><ul><li>Past (finished) workflows(?) </li></ul>Demo
  4. 4. ]po[ Workflow Developer Interaction <ul><li>Create a new workflow </li></ul><ul><li>Update an existing workflow </li></ul><ul><li>Re-assign workflow tasks </li></ul><ul><li>Restart a workflow </li></ul>Demo
  5. 5. ]po[ Workflow GUI <ul><li>GUI for workflow users: </li></ul><ul><ul><li>Workflow Inbox </li></ul></ul><ul><ul><li>Workflow Status Portlet </li></ul></ul><ul><ul><li>Workflow Journal Portlet </li></ul></ul><ul><ul><li>Workflow Action Panel </li></ul></ul><ul><li>GUI for workflow developers: </li></ul><ul><ul><li>Workflow Editor </li></ul></ul><ul><ul><li>Workflow Debugger </li></ul></ul>Demo
  6. 6. Simple WF Tutorial <ul><li>Design a simple WF using the WF editor </li></ul><ul><li>Link the workflow to a business object </li></ul><ul><li>Define who should perform the tasks </li></ul><ul><li>Start, stop and reassign the WF </li></ul><ul><li>Control the execution of the WF </li></ul>Interactive Tutorial
  7. 7. ]po[ “Simple Process” Designer <ul><li>Design a linear workflow including loops </li></ul><ul><ul><li>Define workflow activities (transitions) </li></ul></ul><ul><ul><li>Define decisions and loops </li></ul></ul><ul><ul><li>Define static and manual assignments </li></ul></ul><ul><li>Testing your workflow </li></ul><ul><li>Deploying your workflow </li></ul>Demo
  8. 8. ]po[ Workflow Assignments <ul><li>Static Assignments </li></ul><ul><li>Manual Assignments </li></ul><ul><li>Calculated Assignments </li></ul><ul><li>Missing Assignments </li></ul>Demo
  9. 9. Workflow Reporting <ul><li>Operational reporting </li></ul><ul><li>]po[ Reporting Engine </li></ul><ul><li>External reporting engine </li></ul><ul><li>Data-Warehouse cubes </li></ul><ul><li>Performance indicators and scorecards </li></ul>
  10. 11. Contents Overview <ul><li>Explore how the ]po[ workflow works within your system </li></ul><ul><li>Learn about successful Workflow implementation from other customers </li></ul><ul><li>Discover the workflows provided to you by ]po[ </li></ul><ul><li>Learn how to integrate your workflow with email, mobile and external systems </li></ul><ul><li>Learn how your workflows can operate in real-time </li></ul><ul><li>See how to administer and monitor your workflow </li></ul>
  11. 12. Contents <ul><li>The fundamental building blocks of ]po[ workflow </li></ul><ul><li>Best practices to plan your workflow </li></ul><ul><li>When to use ]po[ workflow and when not to use it </li></ul><ul><li>Maintain and update a workflow during its years of operation </li></ul><ul><li>Advanced functions of the ]po[ workflow </li></ul><ul><li>Notifications and reminders: </li></ul><ul><ul><li>Sending out emails: Workflow Notifications </li></ul></ul><ul><ul><li>Integration with mobile devices </li></ul></ul><ul><ul><li>Reminding people of their tasks </li></ul></ul><ul><li>Integrating the ]po[ workflow with external systems </li></ul><ul><li>Workflow audit </li></ul><ul><li>Workflow metrics and measures </li></ul><ul><li>The business case for a workflow </li></ul>
  12. 13. Workflow Benefits <ul><li>Standardize business processes </li></ul><ul><li>Accelerate processes and avoid delays </li></ul><ul><li>Transparency and reporting </li></ul><ul><li>Build the base for process improvement </li></ul><ul><li>Improve user productivity </li></ul>
  13. 14. The Workflow Development Team <ul><li>Process analyst </li></ul><ul><li>Workflow designer </li></ul><ul><li>Workflow developer </li></ul><ul><li>Application administrator </li></ul><ul><li>Key user </li></ul><ul><li>Executive sponsor </li></ul><ul><li>Report developer </li></ul>
  14. 15. Controlling Object’s Lifecyle <ul><li>Workflows frequently are used to control the states and the lifecycle of a business object (project, task, customer, …) </li></ul><ul><li>Learn how workflow transition can modify the status of the underlying business object </li></ul>
  15. 16. ]po[ Workflow Environment <ul><li>Workflows are usually attached to a business object (project, customer, task) </li></ul><ul><li>The workflow can update the business object’s status as a result of workflow actions </li></ul><ul><li>The workflow can display the objects information and accept updates to the object’s fields </li></ul><ul><li>In theory, more then one workflow can be attached to a single object </li></ul>Project Task Task Task Task Customer User User User WF WF WF Gantt Diagram!
  16. 17. User Substitution and Vacation Logic Best Practices <ul><li>Assignment to groups </li></ul><ul><li>Global replacement of one user by another user (or a group of them) </li></ul><ul><li>Supervised re-assignment of users </li></ul>
  17. 18. Workflow and Related Concepts <ul><li>Similarities and differences between a Gantt Chart and a Workflow </li></ul><ul><li>Project tasks vs. Workflow tasks </li></ul><ul><li>Difference between “hard” sequential steps vs. “soft” parallel WF steps </li></ul>
  18. 19. Practical Tips <ul><li>Keep your WF as simple as possible </li></ul><ul><li>Unify tasks executed by the same user </li></ul><ul><li>Split tasks that are executed by different departments of companies </li></ul><ul><li>Avoid parallelism, unless it is absolutely necessary. </li></ul><ul><li>Eliminated “soft” sequential steps from the WF and replace WF tasks by “tracking”. </li></ul><ul><li>Define how the WF should update the states of the underlying business object </li></ul>
  19. 20. Workflow Development Organization <ul><li>Define the business process </li></ul><ul><li>Define activities and their roles </li></ul>
  20. 21. Quotes <ul><li>Learn how to track your critical processes and to measure their performance </li></ul>