Digital Enterprise Research Institute                                                                            www.deri.ie




                               An Automation Support for Creating
                                           Configurable Process Models


                                                 WassimDerguech and Sami Bhiri

                                                                              WISE’11, Sydney, Australia, October 2011


 Copyright 2011 Digital Enterprise Research Institute. All rights reserved.




                                                                                      Enabling Networked Knowledge
Business Process Variants
Digital Enterprise Research Institute                                          www.deri.ie



     International context: different process models are
     proposed for describing the same procedure.

     The main differences are due to local regulations and
     laws; modeller's preferences; resource restrictions…

     The main challenges in such context is:
     how to manage these process variants
     in an efficient way.

     One possible solution: using
     configurable process models.




                                                         Enabling Networked Knowledge
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Configurable process model
Digital Enterprise Research Institute                                                           www.deri.ie


  … is a merger of multiple process variants that achieve the same goal in a
  given domain, which can be tailored for a particular setting, leading to
  ancustomized process model.
                                                                            Decide
                                                                             for a
    Decide                      Online         Online                       travel
     for a                      Hotel          Flight
    travel                     booking        booking                           variation point
                                                        Online Variant               Phone Variant
    Decide                      Phone          Online
     for a                      Hotel          Flight       Online                         Phone
    travel                     booking        booking       Hotel                          Hotel
                                                           booking                        booking
    Decide                      Online         Phone      variation point
     for a                      Hotel          Flight
    travel                     booking        booking   Phone Variant                Online Variant
                                                             Phone                         Online
                                                             Flight                        Flight
                                                            booking                       booking
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C-EPCs: a notation for configurable
                                           process models
Digital Enterprise Research Institute                                                                                                   www.deri.ie
                       Shipment
                        is to be
                       processed                                            • Configurable connectors are the
                             1,2

                       Shipment
                                                                            variation points.
                      processing

                             1,2
                             X
                             X
                            2
                                                         Order
                        Delivery                                                                               Order
                                                     generated and
                        is to be                                                                           generated and
                                                    delivery opened
                        created                                                                           delivery opened
                                     2               2,3
                                             X
                                             X
                1
                                           2,3

                                         Delivery                                                            Delivery


                                           2,3

                                             V
                                             V
                                                           2
                                   2,3
                                                               Deliveries
                              X
                              X                                need to be
                                                                planned
                                   1,2,3

      Freight   Deliveries            Delivery is               Delivery
      packed    need to be           relevant for              unblocked                                     Delivery is     Delivery
                 planned              shipment
                                                                                                            relevant for    unblocked
                                     1,2,3                                                                   shipment
                1       1                           2,3

                                 V
                                 V
                                                                                                                 X
                              1,2,3


                       Transportation                                                                      Transportation


                              1,2,3
                                                                                                            Shipment is
                        Shipment is                                                                          complete
                         complete                [Adapted from M. La Rosa 2010]


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What we aim to do?
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    Problem: Manual process model merging is tedious, time-
     consuming and error-prone.



 In this context we aim to provide a merging algorithm that
 allows for automatically creating configurable process
 models.




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Requirements
Digital Enterprise Research Institute                                   www.deri.ie


1.     The merged model should allow for the behavior of all the
       original models.



2.     Each element of the merged process model should be easily
       traced back to its original model.



3.     Business analysts should be able to derive one of the input
       models from the merged process model.

                                                 [Adopted from M. La Rosa 2010]

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Overview of the merge algorithm
Digital Enterprise Research Institute                                                                                                                                                                                                                                  www.deri.ie
                                                                                                                              Order
                                                                                                                          generated and
                                                                                                                         delivery opened
           Shipment




                                                                                                                                                                                                                                            1- Pre-process and merge
            is to be




                                                                                                                                                                                                                                      M2
           processed

            Shipment
                                                                                                                                         Delivery




                                                                                                                                                                                                                                M1
           processing


            Delivery                    Order
            is to be                generated and




                                                                                                                                                                                                                                            business process models
            created                delivery opened
                                                                                                                                                                                                                 Shipment
                          X                                                                                                                                                                                       is to be
                                                                                                                                                                                                                 processed

                                                                                                                                                                                                                  Shipment
                       Delivery
                                                                                                                                                                                                                 processing

                                                                                                                                     Delivery is




                                                                                                                                                                                                                                     M3
                          V                                                                                                                                                Delivery
                                                                                                                                    relevant for                          unblocked
                                                                                                                                     shipment
     Deliveries
     need to be
                                                                                                                                                    X
      planned



                    Delivery is                                                                                             Transportation
                                         Delivery
                   relevant for




                                                                                                                                                                          M2
                                        unblocked
                    shipment

                                                                                                                                    Shipment is
                          X                                                                                                          complete                                                    Deliveries
                                                                                                                                                                                                 need to be
                                                                                                                                                                                                  planned

                  Transportation



                   Shipment is
                    complete
                                     M1                                                                                                                                               Freight
                                                                                                                                                                                      packed



                                                                                                                                                                                                      V
                                                                                                                                                                                                                  Delivery is
                                                                                                                                                                                                                 relevant for
                                                                                                                                                                                                                  shipment




                                                                                                                                                                                                Transportation



                                                                                                                                                                                                 Shipment is
                                                                                                                                                                                                  complete
                                                                                                                                                                                                                 M3                         2- Post-process the
                                                                                      Shipment
                                                                                       is to be
                                                                                      processed
                                                                                                                                                                                                                                            configurable business process
                                                                                                                                                                                                                                            model
                                                                                                 1,2

                                                                                      Shipment
                                                                                     processing

                                                                                                 1,2
                                                                                                    X
                                                                                             2
                                                                                                                                                   Order
                                                                                         Delivery
                                                                                                                                               generated and
                                                                                         is to be
                                                                                                                                              delivery opened
                                                                                         created
                                                                                                      2                                             2,3

                                                                                                        X                       2                   X

                                                                                                                2                               3
                                                                   1                                                            X

                                                                                                                            2,3

                                                                                                                    Delivery

                                                                                                                            2,3
                                                                                                                            X
                                                                                                                3                        2
                                                                                                                                              V
                                                                                                     X                      2




                                                                                                                                                                                                                                 CM
                                                                                                                                                            2

                                                                                                                                                             Deliveries
                                                                                                            1,2,3                                            need to be
                                                                                                                                                              planned


                                               Freight                 Deliveries                                Delivery is                                 Delivery
                                               packed                  need to be                               relevant for                                unblocked
                                                                        planned                                  shipment
                                                                                                                1,2,3                                       2,3
                                                         1              1
                                                                                                            X                                       X
                                                                                     1
                                                                   V                                                                        3
                                                                                                            3
                                                                                                                                                        2
                                                                                                          X
                                                                                                                                            2
                                                                                1                                                                   X
                                                                                                          3
                                                                                                                                        2
                                                                                                        X

                                                                                                     1,2,3

                                                                                      Transportation




                                                                                         Shipment is
                                                                                          complete
                                                                                                     1,2,3


                                                                                                                                              CM                                                                                            3- Reduce the configurable
                                                                                Shipment
                                                                                 is to be
                                                                                processed
                                                                                      1,2

                                                                                 Shipment
                                                                                processing

                                                                                      1,2
                                                                                                                                                                                                                                            business process model
                                                                                       X
                                                                                        2
                                                                                                                             Order
                                                                                    Delivery
                                                                                                                         generated and
                                                                                    is to be
                                                                                                                        delivery opened
                                                                                    created
                                                                                         2                                      2,3

                                                                                           X                2                   X

                                                                                                 2                      3
                                                                   1                                        X

                                                                                                         2,3

                                                                                                     Delivery

                                                                                                        2,3
                                                                                                          X
                                                                                                 3                  2
                                                                                                                        V
                                                                                         X              2
                                                                                                                                        2

                                                                                                                                         Deliveries
                                                                                             1,2,3                                       need to be




                                                                                                                                                                                                                                 RC
                                                                                                                                          planned


                                                     Freight       Deliveries                     Delivery is                            Delivery
                                                     packed        need to be                    relevant for                           unblocked
                                                                    planned                       shipment
                                                                                                 1,2,3                                  2,3
                                                               1       1
                                                                                                X                               X
                                                                                1
                                                                   V                                                3
                                                                                             3
                                                                                                                                    2




                                                                                                                                                                                                                                 M
                                                                                             X
                                                                                                                    2
                                                                            1                                                   X
                                                                                             3




                                                                                                                                              RCM
                                                                                                                2
                                                                                            X

                                                                                         1,2,3
                                                                                Transportation
                                                                                 planning and
                                                                                  processing
                                                                                           1,2

                                                                                    Shipment is
                                                                                     complete




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                                                  [Adapted from M. La Rosa 2010]


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Back to the requirements
Digital Enterprise Research Institute                                           www.deri.ie


1.     The merged model should allow for the behavior of all the
       original models.
               By using identical identifiers/labels + no remove/add of work nodes +
                no remove of input arcs + remove only trivial connectors

2.     Each element of the merged process model should be easily
       traced back to its original model.
               By using annotations


3.     Business analysts should be able to derive one of the input
       models from the merged process model.
               By introducing variation points for configuration


                                                          Enabling Networked Knowledge
                                                                               11
Evaluation
Digital Enterprise Research Institute                                                      www.deri.ie


      4 real world business processes from Dutch municipalities
       [Gottshalk CAiSE09]:
               Acknowledging an unborn child
               Registering a newborn
               Marriage
               Issuing a death certificate


      Each process has 5 variants  5 x 4 = 20 models
             Available in Protos1 modelling notation  translated manually into EPC




Protos is part of Pallas Athena's BPM toolset BPM|one


                                                                     Enabling Networked Knowledge
                                                                                          12
Evaluation
Digital Enterprise Research Institute                                              www.deri.ie


                                               Output size     Output size
                                                                             Execution
                               Input size         before          after
                                                                             time (ms)
                                                reduction       reduction
    P1              190 (29+56+52+29+24)       131 (31%)         71 (62%)       157
    P2              347 (63+84+73+57+70)       276 (20%)        180 (48%)       235
    P3           507 (76+127+127+114+63)       298 (41%)        214 (57%)       407
    P4             355 (56+111+91+67+30)       266 (25%)        160 (54%)       282
      Compression rate  Around 50%
      Execution Time  Great value in contrast to 130 man hour for
       merging 25% of an enterprise process models [M. La Rosa 2010].
      Complexity O(|S|*|N|2) where |S| is the number of the input models
       and |N| is the total number of nodes of the largest model.



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What in the future?
Digital Enterprise Research Institute                                          www.deri.ie


1.   Evaluation
              Rich testbed: customer clearance processes
              Formal verification, scalability...
2.   Extend the algorithm to:
              Support approximate matching between labels
              Partial ordering between tasks
              Modularity
3.   Configuration
              Semantic annotations to allow for automatically determine configuration
               options
              User friendly configuration
              Tracking configuration dependencies

                                                        Enabling Networked Knowledge
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An Automation Support for Creating Configurable Process Models

  • 1.
    Digital Enterprise ResearchInstitute www.deri.ie An Automation Support for Creating Configurable Process Models WassimDerguech and Sami Bhiri WISE’11, Sydney, Australia, October 2011 Copyright 2011 Digital Enterprise Research Institute. All rights reserved. Enabling Networked Knowledge
  • 2.
    Business Process Variants DigitalEnterprise Research Institute www.deri.ie International context: different process models are proposed for describing the same procedure. The main differences are due to local regulations and laws; modeller's preferences; resource restrictions… The main challenges in such context is: how to manage these process variants in an efficient way. One possible solution: using configurable process models. Enabling Networked Knowledge 2
  • 3.
    Configurable process model DigitalEnterprise Research Institute www.deri.ie … is a merger of multiple process variants that achieve the same goal in a given domain, which can be tailored for a particular setting, leading to ancustomized process model. Decide for a Decide Online Online travel for a Hotel Flight travel booking booking variation point Online Variant Phone Variant Decide Phone Online for a Hotel Flight Online Phone travel booking booking Hotel Hotel booking booking Decide Online Phone variation point for a Hotel Flight travel booking booking Phone Variant Online Variant Phone Online Flight Flight booking booking Enabling Networked Knowledge 3
  • 4.
    C-EPCs: a notationfor configurable process models Digital Enterprise Research Institute www.deri.ie Shipment is to be processed • Configurable connectors are the 1,2 Shipment variation points. processing 1,2 X X 2 Order Delivery Order generated and is to be generated and delivery opened created delivery opened 2 2,3 X X 1 2,3 Delivery Delivery 2,3 V V 2 2,3 Deliveries X X need to be planned 1,2,3 Freight Deliveries Delivery is Delivery packed need to be relevant for unblocked Delivery is Delivery planned shipment relevant for unblocked 1,2,3 shipment 1 1 2,3 V V X 1,2,3 Transportation Transportation 1,2,3 Shipment is Shipment is complete complete [Adapted from M. La Rosa 2010] Enabling Networked Knowledge 4
  • 5.
    What we aimto do? Digital Enterprise Research Institute www.deri.ie  Problem: Manual process model merging is tedious, time- consuming and error-prone.  In this context we aim to provide a merging algorithm that allows for automatically creating configurable process models. Enabling Networked Knowledge 5
  • 6.
    Requirements Digital Enterprise ResearchInstitute www.deri.ie 1. The merged model should allow for the behavior of all the original models. 2. Each element of the merged process model should be easily traced back to its original model. 3. Business analysts should be able to derive one of the input models from the merged process model. [Adopted from M. La Rosa 2010] Enabling Networked Knowledge 6
  • 7.
    Overview of themerge algorithm Digital Enterprise Research Institute www.deri.ie Order generated and delivery opened Shipment 1- Pre-process and merge is to be M2 processed Shipment Delivery M1 processing Delivery Order is to be generated and business process models created delivery opened Shipment X is to be processed Shipment Delivery processing Delivery is M3 V Delivery relevant for unblocked shipment Deliveries need to be X planned Delivery is Transportation Delivery relevant for M2 unblocked shipment Shipment is X complete Deliveries need to be planned Transportation Shipment is complete M1 Freight packed V Delivery is relevant for shipment Transportation Shipment is complete M3 2- Post-process the Shipment is to be processed configurable business process model 1,2 Shipment processing 1,2 X 2 Order Delivery generated and is to be delivery opened created 2 2,3 X 2 X 2 3 1 X 2,3 Delivery 2,3 X 3 2 V X 2 CM 2 Deliveries 1,2,3 need to be planned Freight Deliveries Delivery is Delivery packed need to be relevant for unblocked planned shipment 1,2,3 2,3 1 1 X X 1 V 3 3 2 X 2 1 X 3 2 X 1,2,3 Transportation Shipment is complete 1,2,3 CM 3- Reduce the configurable Shipment is to be processed 1,2 Shipment processing 1,2 business process model X 2 Order Delivery generated and is to be delivery opened created 2 2,3 X 2 X 2 3 1 X 2,3 Delivery 2,3 X 3 2 V X 2 2 Deliveries 1,2,3 need to be RC planned Freight Deliveries Delivery is Delivery packed need to be relevant for unblocked planned shipment 1,2,3 2,3 1 1 X X 1 V 3 3 2 M X 2 1 X 3 RCM 2 X 1,2,3 Transportation planning and processing 1,2 Shipment is complete Enabling Networked Knowledge 7
  • 8.
    Digital Enterprise ResearchInstitute www.deri.ie Enabling Networked Knowledge 8
  • 9.
    Digital Enterprise ResearchInstitute www.deri.ie Enabling Networked Knowledge 9
  • 10.
    Digital Enterprise ResearchInstitute www.deri.ie Enabling Networked Knowledge 10
  • 11.
    Digital Enterprise ResearchInstitute www.deri.ie Enabling Networked Knowledge 11
  • 12.
    Digital Enterprise ResearchInstitute www.deri.ie Enabling Networked Knowledge 12
  • 13.
    Digital Enterprise ResearchInstitute www.deri.ie Enabling Networked Knowledge 13
  • 14.
    Digital Enterprise ResearchInstitute www.deri.ie Enabling Networked Knowledge 14
  • 15.
    Digital Enterprise ResearchInstitute www.deri.ie Enabling Networked Knowledge 15
  • 16.
    Digital Enterprise ResearchInstitute www.deri.ie Enabling Networked Knowledge 16
  • 17.
    Digital Enterprise ResearchInstitute www.deri.ie [Adapted from M. La Rosa 2010] Enabling Networked Knowledge 17
  • 18.
    Digital Enterprise ResearchInstitute www.deri.ie Enabling Networked Knowledge 18
  • 19.
    Digital Enterprise ResearchInstitute www.deri.ie Enabling Networked Knowledge 19
  • 20.
    Digital Enterprise ResearchInstitute www.deri.ie Enabling Networked Knowledge 20
  • 21.
    Digital Enterprise ResearchInstitute www.deri.ie Enabling Networked Knowledge 21
  • 22.
    Back to therequirements Digital Enterprise Research Institute www.deri.ie 1. The merged model should allow for the behavior of all the original models.  By using identical identifiers/labels + no remove/add of work nodes + no remove of input arcs + remove only trivial connectors 2. Each element of the merged process model should be easily traced back to its original model.  By using annotations 3. Business analysts should be able to derive one of the input models from the merged process model.  By introducing variation points for configuration Enabling Networked Knowledge 11
  • 23.
    Evaluation Digital Enterprise ResearchInstitute www.deri.ie  4 real world business processes from Dutch municipalities [Gottshalk CAiSE09]:  Acknowledging an unborn child  Registering a newborn  Marriage  Issuing a death certificate  Each process has 5 variants  5 x 4 = 20 models  Available in Protos1 modelling notation  translated manually into EPC Protos is part of Pallas Athena's BPM toolset BPM|one Enabling Networked Knowledge 12
  • 24.
    Evaluation Digital Enterprise ResearchInstitute www.deri.ie Output size Output size Execution Input size before after time (ms) reduction reduction P1 190 (29+56+52+29+24) 131 (31%) 71 (62%) 157 P2 347 (63+84+73+57+70) 276 (20%) 180 (48%) 235 P3 507 (76+127+127+114+63) 298 (41%) 214 (57%) 407 P4 355 (56+111+91+67+30) 266 (25%) 160 (54%) 282  Compression rate  Around 50%  Execution Time  Great value in contrast to 130 man hour for merging 25% of an enterprise process models [M. La Rosa 2010].  Complexity O(|S|*|N|2) where |S| is the number of the input models and |N| is the total number of nodes of the largest model. Enabling Networked Knowledge 13
  • 25.
    What in thefuture? Digital Enterprise Research Institute www.deri.ie 1. Evaluation  Rich testbed: customer clearance processes  Formal verification, scalability... 2. Extend the algorithm to:  Support approximate matching between labels  Partial ordering between tasks  Modularity 3. Configuration  Semantic annotations to allow for automatically determine configuration options  User friendly configuration  Tracking configuration dependencies Enabling Networked Knowledge 14

Editor's Notes

  • #6 Actually, creating a configurable process model by merging manually a set of process models is a tedious, time consuming and error-prone task.From this comes a pressing need for providing an automation support for creating a configurable process model by merging a set of input process models.In this context, we aim to provide a merging algorithm that allows for automatically creating configurable process models.
  • #7 The algorithm that that we propose should respect the following requirements:1 (read)This requirement means that if we have 3 input models, the resulting model should allow for all their behaviours. 2 (read)This requirement should help business analysts to find out where each element in the configurable model comes from, which will help for some configuration decisions. 3 (read)This requirement means that we are not merging the input models just for having a global model for all the possible behaviours but also for being confured in order to extract one of the input models.
  • #23 Recall, we have identified three requirements for our algorithm.The first requirement is respected by considering identical identifiers or labels of the work nodes (events and functions).We do not remove or add any work node or arc. We remove only trivial connectors.The second requirement is fulfilled via annotations of the arcs and configurable connectors during the reduction step.The third requirement is respected via the introduction of explicit variation points: configurable connectors.
  • #24 To evaluate our work, we have used 4 real world business processes from Dutch municipalities from the work of Gottshalk.These processes are : (read from slide)Each process have 5 variants which resulted into a total number of 20 process models originally available in a Protos annotation. We have manually translated and them into EPC. (They are available to anyone interested in them on simple request).
  • #25 For each process, we have created a configurable process model as the merger of its input models.First we measured what we gained in size in terms of the number of the nodes at each situation. We observed that initially for the first process we had a total size of 190 node. Which is reduced into 131 node after creating the configurable model without reduction and we reached 71 node after the reduction. We can conclude that we reached a compression rate of around 50% after the reduction step. This is really important factor especially when companies are dealing with a huge number of process variants.We can also notice that the merging operation was performed in less than a second which is a great value in contrast to 130 man hour for merging 25% of an enterprise process models as reported by La Rosa.Complexity, (read from slide).