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A Notation for supporting
        Social Business Process Modeling

                  Marco Brambilla, Piero Fraternali, Carmen Vaca
            Dipartimento di Elettronica e Informazione, Politecnico di Milano

                                            Contact:
                                            marco.brambilla@polimi.it
                                            marcobrambi
                                            marcobrambi
Brambilla, Fraternali, Vaca: A notation for Social BPM       BPMN Workshop, Luzern, November 21, 2011
                                                                                              1
Outline

• The goals of social BPM
• A BPMN-based notation for social BPM
• An approach for fast prototyping
• Conclusions




Brambilla, Fraternali, Vaca: A notation for Social BPM   2
Social BPM: The idea

Integrating social network tools and practices
   with BPM for improving effectiveness
   and efficiency of business processes
 Social for BP design and improvement
            Integration of social networks in BPM-based interfaces
            Collecting feedback
            Analysing streams

 Social for BP participation and implementation
          Integration of social networks in
           BPM-based interfaces
          Some tasks implemented through
           social interaction instead of
           traditional applications
              –   Social assignment of responsibility
              –   Escalation
              –   Task execution
              –   Destructured processes (vs. email)


Brambilla, Fraternali, Vaca: A notation for Social BPM                3
Social networks and tools

It’s not just about
 Twitter
and
 Facebook




 Tens of categories
 Hundreds of solutions
 Different purposes



                                                         Source: http://www.theconversationprism.com/

Brambilla, Fraternali, Vaca: A notation for Social BPM                                       4
The contribution of “social” to the BPM lifecycle
    Weak Ties / Tacit Knowledge exploitation (e.g., team formation)
    Knowledge sharing (e.g., self-service technical support)
    Social Feedback (e.g., quality of service monitoring)
    Transparency: (e.g., legislation building)
    Participation: (e.g., participatory budgeting)
    Activity distribution (e.g., crowd-sourced work)
                                                            Social BPMN
    Decision distribution (e.g., social CRM)                           Socialization
                                                                                     design
                                                                        Design       patterns
                                           Socialization
                                              goals
                                                             Optimize             Model

                                                                                                 Model
                                                                                             transformation
                                                             Monitor              Deploy

                                                                                          Social BPM
                                                Participatory &         Execute           architecture
                                               social enactment


    Brambilla, Fraternali, Vaca: A notation for Social BPM                                               5
The Social BPM Space
 A continuum from closed to open social BPM, where
 each organization can find the mix of control &
 flexibility it needs
                                               Process model decided top-down and hard wired,
         Closed BPM                            task assignment rigid, communication limited
                                               to task input-output

                                               Process model resulting from merge of different
  Participatory design                         models (e.g., merger&acquisition), task/flow variants

                                               Actors are fixed, but can communicate with social
Participatory enactment                        tools (e.g., follow up a task, tweet on a task status, etc)

                                               The community of actors can be (in part) open: e.g.,
     Social enactment                          launch a task to be executed in Facebook,
                                               find an expert in LinkedIn, vote for alternative flows
                                               Process constraints are mined and progressively
      Process mining                           enforced by observing community behaviors
                                                                              Source: http://www.modeldrivenstar.org/

 Brambilla, Fraternali, Vaca: A notation for Social BPM                                                      6
BPMN Extension: Formalization

Exploiting the extension mechanism of BPMN 2.0.




Brambilla, Fraternali, Vaca: A notation for Social BPM   7
SocialExtension
                                                                 SocialExtension




                                                         1        1       1          1

                        SocialMonitoring                 SocialBehavior           SocialContent            SocialAccess




                 1                                        1                                                      1
               SocialTaskType                                             SocialTaskType                   SocialPlatform




 ReceiveSocialContent    ReceiveSocialEvent    Publish       Comment          Vote         Rank   Invite        URI




Brambilla, Fraternali, Vaca: A notation for Social BPM                                                                    8
Social ExtensionDefinitions
We introduce the SocialExtension extension.
Four main extension definitions are included:
• SocialMonitoring, addressing capturing of the social events
  within the enterprise platform;
• SocialBehavior, describing the possible social interaction
  activities;
• SocialContent, specifying information which is shared or
  produced in a social way;
• SocialAccess, desribing the social platform properties,
  including the access management options.



Brambilla, Fraternali, Vaca: A notation for Social BPM          9
Social Lane
Metamodel:                                  BaseElement
                                           -Id : String


                                                              1


                                                  Lane
                                -name : String




                                                 SocialLane           SocialAccess

                                                                  1




     Notation:




Brambilla, Fraternali, Vaca: A notation for Social BPM                               10
Social Behaviour and Monitoring
                                                                        Activity

Metamodel:

                                                SubProcess                     Task                CallActivity




                                                                                      ReceiveTask
                                                 SendTask
                                                                               -implementation : String
                                      -implementation : String
                                                                               -instatiate : Boolean




                                                  SocialBehavior               SocialMonitoring
                                                -description : String      -description : String



                                                                    Message
                               -name : String



                                                                   Operation
                               -name : String
                               -implementationRef :Element



Brambilla, Fraternali, Vaca: A notation for Social BPM                                                            11
Publish task – different scopes

 Notation:

Audience scope                     Visual description              Icon
Broadcast                          White envelope with a thick
                                   arrow pointing to the social
                                   network audience                       Invite to vote
                                                                            on the poll

Multicast                          White envelope with 3 small
                                   arrows pointing to the social
                                   network audience
                                                                          Invite to vote
                                                                            on the poll


Unicast                            White envelope with a one
                                   single arrow pointing to the
                                   social network audience                Invite to vote
                                                                            on the poll


 Brambilla, Fraternali, Vaca: A notation for Social BPM                                    12
Attribute value                 Icon

                         Comment                                    Comment




                         Vote                                        Vote




                         Invite                                 +    Invite




                         Rank                                        Rank




Brambilla, Fraternali, Vaca: A notation for Social BPM                        13
A simple example

                           Social generation of metrics for quality assessment of
                             government offices (PA sector)

                                                                                 Public Metrics
 Local government office

                           Supervisor




                                                                                                                       Calculate
                                                         Identify                                    Collect and
                                          Evaluate                                                                     weighted
                                                          public                                  review votes and
                                         all metrics                                                                   evaluation    Publish
                                                         metrics             Publish metrics         comments            result     evaluation
                                                                               to citizens                                            result
Social Network

                              Citizens




                                                                    Vote on public
                                                                       metrics                               Comment




                           Brambilla, Fraternali, Vaca: A notation for Social BPM                                                                14
Social BPM design patterns

  As in the tradition of BPM design patterns, they capture
 reusable solutions to recurrent socialization requirements:
 • Dynamic enrollment
 • Poll
 • People / Skill search
 • Social content publication
 • Social sourcing (vs. crowdsourcing)
 • Advancement notification
 • Ranking and commenting



Brambilla, Fraternali, Vaca: A notation for Social BPM         15
Design patterns and goals



• 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




Brambilla, Fraternali, Vaca: A notation for Social BPM              16
A Method for Social BPM based on MDD
Model-driven approach to Process and software application models.
Social aspects are considered at the various levels and transformed to running code.

 Social Process Model                                     Social Application Model


                                                 Vote

                                                Invite




                                                          It is used to define:
 It is used to define:                                    •Exchange of user profiles from/to SN
 •Social actors (e.g., Community Pools)                   •Social data (e.g., shared content)
 •Social Activities (twittering, voting, following..)     •Interface and components for social tasks (e.g.,
 •Social events                                           twittering, voting, tagging, following)

 Based on BPMN social design patterns                     Based on WebML social components

 Brambilla, Fraternali, Vaca: A notation for Social BPM                                                   17
BPM4people Research Project



• EU Funded Project, 2 years                             www.bpm4people.org
• 4 SMEs + 2 Universities


• Main deliverables
•     Methodology
•     Modeling languages
•     Reusable design patters
•     Forward engineering architecture
•     Cases, cases, cases…




Brambilla, Fraternali, Vaca: A notation for Social BPM                  18
DEMO



      http://www.bpm4people.org/cms/content/en/demos




               http://www.youtube.com/watch?v=7qNV1Iw1oiA
Brambilla, Fraternali, Vaca: A notation for Social BPM   19
Ongoing and future work



Ongoing work: reality check                              Future work
• EU Parliament: IT                                      • Complete the
requirement elicitation                                  implementation of model
processes opened to all DGs                              editor, model transformation,
                                                         social WebML components
• NGO: consumers’ claim
management and class action                              • Investigate SNA techniques
organization                                             for social task optimization
• PA: participative territory                            • Define social process
planning                                                 improvement metrics and
                                                         Social Activity Monitoring
• Multinational company:                                 concepts
social CRM

Brambilla, Fraternali, Vaca: A notation for Social BPM                                   20
Thanks.


      Questions?
                                        Contact:
                                        Marco Brambilla
                                        marco.brambilla@polimi.it
                                        marcobrambi
                                        marcobrambi
Brambilla, Fraternali, Vaca: A notation for Social BPM              21

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A BPMN-based notation for SocialBPM. BPMN workshop 2011

  • 1. A Notation for supporting Social Business Process Modeling Marco Brambilla, Piero Fraternali, Carmen Vaca Dipartimento di Elettronica e Informazione, Politecnico di Milano Contact: marco.brambilla@polimi.it marcobrambi marcobrambi Brambilla, Fraternali, Vaca: A notation for Social BPM BPMN Workshop, Luzern, November 21, 2011 1
  • 2. Outline • The goals of social BPM • A BPMN-based notation for social BPM • An approach for fast prototyping • Conclusions Brambilla, Fraternali, Vaca: A notation for Social BPM 2
  • 3. Social BPM: The idea Integrating social network tools and practices with BPM for improving effectiveness and efficiency of business processes  Social for BP design and improvement  Integration of social networks in BPM-based interfaces  Collecting feedback  Analysing streams  Social for BP participation and implementation  Integration of social networks in BPM-based interfaces  Some tasks implemented through social interaction instead of traditional applications – Social assignment of responsibility – Escalation – Task execution – Destructured processes (vs. email) Brambilla, Fraternali, Vaca: A notation for Social BPM 3
  • 4. Social networks and tools It’s not just about  Twitter and  Facebook  Tens of categories  Hundreds of solutions  Different purposes Source: http://www.theconversationprism.com/ Brambilla, Fraternali, Vaca: A notation for Social BPM 4
  • 5. The contribution of “social” to the BPM lifecycle  Weak Ties / Tacit Knowledge exploitation (e.g., team formation)  Knowledge sharing (e.g., self-service technical support)  Social Feedback (e.g., quality of service monitoring)  Transparency: (e.g., legislation building)  Participation: (e.g., participatory budgeting)  Activity distribution (e.g., crowd-sourced work) Social BPMN  Decision distribution (e.g., social CRM) Socialization design Design patterns Socialization goals Optimize Model Model transformation Monitor Deploy Social BPM Participatory & Execute architecture social enactment Brambilla, Fraternali, Vaca: A notation for Social BPM 5
  • 6. The Social BPM Space A continuum from closed to open social BPM, where each organization can find the mix of control & flexibility it needs Process model decided top-down and hard wired, Closed BPM task assignment rigid, communication limited to task input-output Process model resulting from merge of different Participatory design models (e.g., merger&acquisition), task/flow variants Actors are fixed, but can communicate with social Participatory enactment tools (e.g., follow up a task, tweet on a task status, etc) The community of actors can be (in part) open: e.g., Social enactment launch a task to be executed in Facebook, find an expert in LinkedIn, vote for alternative flows Process constraints are mined and progressively Process mining enforced by observing community behaviors Source: http://www.modeldrivenstar.org/ Brambilla, Fraternali, Vaca: A notation for Social BPM 6
  • 7. BPMN Extension: Formalization Exploiting the extension mechanism of BPMN 2.0. Brambilla, Fraternali, Vaca: A notation for Social BPM 7
  • 8. SocialExtension SocialExtension 1 1 1 1 SocialMonitoring SocialBehavior SocialContent SocialAccess 1 1 1 SocialTaskType SocialTaskType SocialPlatform ReceiveSocialContent ReceiveSocialEvent Publish Comment Vote Rank Invite URI Brambilla, Fraternali, Vaca: A notation for Social BPM 8
  • 9. Social ExtensionDefinitions We introduce the SocialExtension extension. Four main extension definitions are included: • SocialMonitoring, addressing capturing of the social events within the enterprise platform; • SocialBehavior, describing the possible social interaction activities; • SocialContent, specifying information which is shared or produced in a social way; • SocialAccess, desribing the social platform properties, including the access management options. Brambilla, Fraternali, Vaca: A notation for Social BPM 9
  • 10. Social Lane Metamodel: BaseElement -Id : String 1 Lane -name : String SocialLane SocialAccess 1 Notation: Brambilla, Fraternali, Vaca: A notation for Social BPM 10
  • 11. Social Behaviour and Monitoring Activity Metamodel: SubProcess Task CallActivity ReceiveTask SendTask -implementation : String -implementation : String -instatiate : Boolean SocialBehavior SocialMonitoring -description : String -description : String Message -name : String Operation -name : String -implementationRef :Element Brambilla, Fraternali, Vaca: A notation for Social BPM 11
  • 12. Publish task – different scopes Notation: Audience scope Visual description Icon Broadcast White envelope with a thick arrow pointing to the social network audience Invite to vote on the poll Multicast White envelope with 3 small arrows pointing to the social network audience Invite to vote on the poll Unicast White envelope with a one single arrow pointing to the social network audience Invite to vote on the poll Brambilla, Fraternali, Vaca: A notation for Social BPM 12
  • 13. Attribute value Icon Comment Comment Vote Vote Invite + Invite Rank Rank Brambilla, Fraternali, Vaca: A notation for Social BPM 13
  • 14. A simple example Social generation of metrics for quality assessment of government offices (PA sector) Public Metrics Local government office Supervisor Calculate Identify Collect and Evaluate weighted public review votes and all metrics evaluation Publish metrics Publish metrics comments result evaluation to citizens result Social Network Citizens Vote on public metrics Comment Brambilla, Fraternali, Vaca: A notation for Social BPM 14
  • 15. Social BPM design patterns As in the tradition of BPM design patterns, they capture reusable solutions to recurrent socialization requirements: • Dynamic enrollment • Poll • People / Skill search • Social content publication • Social sourcing (vs. crowdsourcing) • Advancement notification • Ranking and commenting Brambilla, Fraternali, Vaca: A notation for Social BPM 15
  • 16. Design patterns and goals • 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 Brambilla, Fraternali, Vaca: A notation for Social BPM 16
  • 17. A Method for Social BPM based on MDD Model-driven approach to Process and software application models. Social aspects are considered at the various levels and transformed to running code. Social Process Model Social Application Model Vote Invite It is used to define: It is used to define: •Exchange of user profiles from/to SN •Social actors (e.g., Community Pools) •Social data (e.g., shared content) •Social Activities (twittering, voting, following..) •Interface and components for social tasks (e.g., •Social events twittering, voting, tagging, following) Based on BPMN social design patterns Based on WebML social components Brambilla, Fraternali, Vaca: A notation for Social BPM 17
  • 18. BPM4people Research Project • EU Funded Project, 2 years www.bpm4people.org • 4 SMEs + 2 Universities • Main deliverables • Methodology • Modeling languages • Reusable design patters • Forward engineering architecture • Cases, cases, cases… Brambilla, Fraternali, Vaca: A notation for Social BPM 18
  • 19. DEMO http://www.bpm4people.org/cms/content/en/demos http://www.youtube.com/watch?v=7qNV1Iw1oiA Brambilla, Fraternali, Vaca: A notation for Social BPM 19
  • 20. Ongoing and future work Ongoing work: reality check Future work • EU Parliament: IT • Complete the requirement elicitation implementation of model processes opened to all DGs editor, model transformation, social WebML components • NGO: consumers’ claim management and class action • Investigate SNA techniques organization for social task optimization • PA: participative territory • Define social process planning improvement metrics and Social Activity Monitoring • Multinational company: concepts social CRM Brambilla, Fraternali, Vaca: A notation for Social BPM 20
  • 21. Thanks. Questions? Contact: Marco Brambilla marco.brambilla@polimi.it marcobrambi marcobrambi Brambilla, Fraternali, Vaca: A notation for Social BPM 21