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Business Modeling
with UML & Rational Rose
Robert C. Chi
cnchi@iis.sinica.edu.tw
Academia Sinica
Agenda
 What is Business Modeling
 Skills of Gathering Information
 Notation of Business Modeling
 Business Use Case Diagrams
 Activity Diagrams
 Conceptual Models
 Summary
What is Business Modeling
Skills of Gathering Information
 Gathering What?
Customer’s
Expectation
Current
Workflow
Problem to
be Solved
Legacy
System
Forms &
Documents
Skills of Gathering Information
 Who is Qualified?
Has Domain
Knowledge Careful Active Easy to
Communicate
Skills of Gathering Information
 How to Gather?
 Interviews
 Survey
 Document Review
 Observation
 Brainstorming
Skills of Gathering Information
 Interview
 Before
 Identify the Objectives
 Schedule the Interview earlier
 Identify the position & responsibilities of interviewees
 During
 Explain the objectives of interview
 Record / Take notes during the interview
 Don’t take more than 1 hour
 After
 Document all the relevant points that were gathered
 Send the documentation to interviewee
 Schedule another interview if it is needed.
Skills of Gathering Information
 Survey
 Before
 Prepare the questionnaire
 Identify respondents
 During
 Explain the objectives of this survey
 Distribute the questionnaire
 After
 Analyze respondent’s answers
Skills of Gathering Information
 Document Review
 Before
 Collect the following documents: Forms,
Guidelines, Standard of Procedures (SOP),
Rules, Policies…etc.
 During
 Analyze the documents and gather the facts
 After
 Document the result of review
Skills of Gathering Information
 Observation
 Before
 Identify the user areas and processes to be observed
 Obtain the proper management approval to carry out the observation
 Obtain the names and titles of the key people that involved in the observation
 Explain the purpose of the study
 During
 Familiarize yourself with the workplace being observed
 Not the current organizational groupings
 Observe the current manual and facilities in use.
 Get the frequencies of each job duty.
 Don’t comment on customer’s mode of operation currently
 Observe the normal business operations & exceptions
 Thanks people after the observations are completed
 After
 Document the results
 Consolidate the results
 Review the consolidated results with individual observed their managers
Skills of Gathering Information
 Brain Storming
 Before
 Identify the objectives of brain storming meetings
 Schedule the meeting and invite the relative persons
 Prepare all the documentations for discussion
 During
 Explain the objectives of this meeting
 Show & explain all the documents we have
 Hold the meeting and don’t lose the focus
 After
 Document the results
 Consolidate the results
 Analyze the consolidate results
Notation of Business Modeling
 Types of Business Modeling Notation
 Traditional Flow Chart
 Total Quality Management (TQM) Diagram
 Process Workflow Diagram
 Data Flow Diagram (DFD)
 Unify Modeling Language (UML)
Notation of Business Modeling
 UML in Business Modeling
 Business Use Cases Diagram
 Activity Diagram
Notation of Business Modeling
 Business Use Case Diagram
 Example:
Request Project
Create Project
Create Tasks of Project
Schedule Tasks
Assign Tasks
Report Status of Tasks
Customer
Workers
Project Manager
Check Status
Notation of Business Modeling
 Activity Diagram
 Example:
Not Yet Request
Request Sent,
Wait for Approval
Download the Project
Request Form
Fill out the
Request form
Send the Request
Form to PM
Project Request
Form
[Request Approved]
Project Request Form
[Request Disapproved]
Review the
Request
Request Approved
Request Disapproved
Project Request
Form
[Not Yet Request]
Project Request Form
[Request Sent, Wait for Approval]
PM got the
Request Form
Review
Finished
Review Customer's
Request
Approve the
Request
Disapprove the
Request
Project Manager
Customer
Business Use Case Diagram
 What to be modeled?
 People (Customer, Staff)
 Group of People (Organization)
 Things (Objects, Forms, Facilities)
 Process
 How to model
 People : Customer  Business Actor
 People : Staff  Business Worker
 Group  Organization Unit
 Things  Business Entity
 Process  Business Use Case
Customer
Project Manager
R&D Dept.
Printer
Create Project
Business Use Case Diagram
 Icons Introduction
Customer
Business
Actor
Project Manager
Business
Worker
R&D Dept
Organization
Unit
Printer
Business
Entity
Create Project
Business
Use Case
Business Use Case Diagram
 Purpose
 Present the Big Picture of workflow
 Divide the workflow as smaller units
(Divide & Conquer Technique)
Business Use Case Diagram
 Case Study
 “Mr. Delay Software Company”
 Core Business
 Accept the requests of customized software projects
from customers
 Problems
 Lack of better & faster way to accept the requests from
customers, dispatch tasks, and monitor the status
 Expectations
 A project managing system, which is a web-based
system that can accept the request from Internet,
manage the tasks, and check status any time.
Business Use Case Diagram
 Interview with the Stakeholders
 Customer will call Project Manager to request a
new project
 Project Manager will create the project, and the
tasks list of the project.
 Then project manager will schedule the tasks and
assign proper workers to finish the tasks of project
 The workers should report the status to project
manager.
 The customer, project manager and the workers
can check tasks status any time.
Business Use Case Diagram
 Results Request Project
Create Project
Create Tasks of Project
Schedule Tasks
Assign Tasks
Report Status of Tasks
Customer
Workers
Project Manager
Check Status
Business Use Case Diagram
 Best Practice
 Use Rational Rose™ to do the Business
Use Case Diagram of “Mr. Delay Software
Company”
Activity Diagram
 Purpose
 To detail the flow of one business use case
 Icons Introduction
NewState
State
Start State
General State
End State
Activity
Activity
entry/ Check the Criteria
do/ Action 1
do/ Action 2
exit/ Clear Memory
Activity
Object
[Some State]
Object
Branch
Activity Diagram
 What is Activity Diagram, Actually?
Some
State
Some
State
Some
State
Activity
Activity
Activity
Object
[Some State]
Object
[Some State]
Activity
Activity
Activity Diagram
 Best Practice
 Use Rational Rose™ to describe the flow of
the business use case “Request Project”.
Conceptual Models
 What is “Conceptual Models”
 The model that illustrates meaningful
concepts in a problem domain.
 Provide a model to understand the problem
domain quickly and easily
Conceptual Models
 Example
Conceptual Models
 Purpose
 Provide a quick understand of the objects in the system
 Note
 Conceptual Model is a set of static structure diagrams in
which no operations are defined
 Conceptual Model is not formal constructive models
 Conceptual Models can be done by Flow Analyst or System
Analyst
 Conceptual Model is not always required in developing cycle,
it only needs when the concepts in the system are complex
Conceptual Models
 Best Practices
 Use Rational Rose™ to construct the
conceptual models of “Mr. Delay Software
Company”
Summary
 The way to gather the workflow
 Interview
 Survey
 Document Review
 Observation
 Brain Storming
 Business Use Case Diagrams
 The diagrams to divide the workflow as smaller units for better
analysis
 Activity Diagrams
 The diagrams to detail the workflow of one use case
 Conceptual Models
 The models providing quick understand of system vocabularies

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Business Use Case Diagrams The diagrams to divide the workflow as smaller units for better analysis

  • 1. Business Modeling with UML & Rational Rose Robert C. Chi cnchi@iis.sinica.edu.tw Academia Sinica
  • 2. Agenda  What is Business Modeling  Skills of Gathering Information  Notation of Business Modeling  Business Use Case Diagrams  Activity Diagrams  Conceptual Models  Summary
  • 3. What is Business Modeling
  • 4. Skills of Gathering Information  Gathering What? Customer’s Expectation Current Workflow Problem to be Solved Legacy System Forms & Documents
  • 5. Skills of Gathering Information  Who is Qualified? Has Domain Knowledge Careful Active Easy to Communicate
  • 6. Skills of Gathering Information  How to Gather?  Interviews  Survey  Document Review  Observation  Brainstorming
  • 7. Skills of Gathering Information  Interview  Before  Identify the Objectives  Schedule the Interview earlier  Identify the position & responsibilities of interviewees  During  Explain the objectives of interview  Record / Take notes during the interview  Don’t take more than 1 hour  After  Document all the relevant points that were gathered  Send the documentation to interviewee  Schedule another interview if it is needed.
  • 8. Skills of Gathering Information  Survey  Before  Prepare the questionnaire  Identify respondents  During  Explain the objectives of this survey  Distribute the questionnaire  After  Analyze respondent’s answers
  • 9. Skills of Gathering Information  Document Review  Before  Collect the following documents: Forms, Guidelines, Standard of Procedures (SOP), Rules, Policies…etc.  During  Analyze the documents and gather the facts  After  Document the result of review
  • 10. Skills of Gathering Information  Observation  Before  Identify the user areas and processes to be observed  Obtain the proper management approval to carry out the observation  Obtain the names and titles of the key people that involved in the observation  Explain the purpose of the study  During  Familiarize yourself with the workplace being observed  Not the current organizational groupings  Observe the current manual and facilities in use.  Get the frequencies of each job duty.  Don’t comment on customer’s mode of operation currently  Observe the normal business operations & exceptions  Thanks people after the observations are completed  After  Document the results  Consolidate the results  Review the consolidated results with individual observed their managers
  • 11. Skills of Gathering Information  Brain Storming  Before  Identify the objectives of brain storming meetings  Schedule the meeting and invite the relative persons  Prepare all the documentations for discussion  During  Explain the objectives of this meeting  Show & explain all the documents we have  Hold the meeting and don’t lose the focus  After  Document the results  Consolidate the results  Analyze the consolidate results
  • 12. Notation of Business Modeling  Types of Business Modeling Notation  Traditional Flow Chart  Total Quality Management (TQM) Diagram  Process Workflow Diagram  Data Flow Diagram (DFD)  Unify Modeling Language (UML)
  • 13. Notation of Business Modeling  UML in Business Modeling  Business Use Cases Diagram  Activity Diagram
  • 14. Notation of Business Modeling  Business Use Case Diagram  Example: Request Project Create Project Create Tasks of Project Schedule Tasks Assign Tasks Report Status of Tasks Customer Workers Project Manager Check Status
  • 15. Notation of Business Modeling  Activity Diagram  Example: Not Yet Request Request Sent, Wait for Approval Download the Project Request Form Fill out the Request form Send the Request Form to PM Project Request Form [Request Approved] Project Request Form [Request Disapproved] Review the Request Request Approved Request Disapproved Project Request Form [Not Yet Request] Project Request Form [Request Sent, Wait for Approval] PM got the Request Form Review Finished Review Customer's Request Approve the Request Disapprove the Request Project Manager Customer
  • 16. Business Use Case Diagram  What to be modeled?  People (Customer, Staff)  Group of People (Organization)  Things (Objects, Forms, Facilities)  Process  How to model  People : Customer  Business Actor  People : Staff  Business Worker  Group  Organization Unit  Things  Business Entity  Process  Business Use Case Customer Project Manager R&D Dept. Printer Create Project
  • 17. Business Use Case Diagram  Icons Introduction Customer Business Actor Project Manager Business Worker R&D Dept Organization Unit Printer Business Entity Create Project Business Use Case
  • 18. Business Use Case Diagram  Purpose  Present the Big Picture of workflow  Divide the workflow as smaller units (Divide & Conquer Technique)
  • 19. Business Use Case Diagram  Case Study  “Mr. Delay Software Company”  Core Business  Accept the requests of customized software projects from customers  Problems  Lack of better & faster way to accept the requests from customers, dispatch tasks, and monitor the status  Expectations  A project managing system, which is a web-based system that can accept the request from Internet, manage the tasks, and check status any time.
  • 20. Business Use Case Diagram  Interview with the Stakeholders  Customer will call Project Manager to request a new project  Project Manager will create the project, and the tasks list of the project.  Then project manager will schedule the tasks and assign proper workers to finish the tasks of project  The workers should report the status to project manager.  The customer, project manager and the workers can check tasks status any time.
  • 21. Business Use Case Diagram  Results Request Project Create Project Create Tasks of Project Schedule Tasks Assign Tasks Report Status of Tasks Customer Workers Project Manager Check Status
  • 22. Business Use Case Diagram  Best Practice  Use Rational Rose™ to do the Business Use Case Diagram of “Mr. Delay Software Company”
  • 23. Activity Diagram  Purpose  To detail the flow of one business use case  Icons Introduction NewState State Start State General State End State Activity Activity entry/ Check the Criteria do/ Action 1 do/ Action 2 exit/ Clear Memory Activity Object [Some State] Object Branch
  • 24. Activity Diagram  What is Activity Diagram, Actually? Some State Some State Some State Activity Activity Activity Object [Some State] Object [Some State] Activity Activity
  • 25. Activity Diagram  Best Practice  Use Rational Rose™ to describe the flow of the business use case “Request Project”.
  • 26. Conceptual Models  What is “Conceptual Models”  The model that illustrates meaningful concepts in a problem domain.  Provide a model to understand the problem domain quickly and easily
  • 28. Conceptual Models  Purpose  Provide a quick understand of the objects in the system  Note  Conceptual Model is a set of static structure diagrams in which no operations are defined  Conceptual Model is not formal constructive models  Conceptual Models can be done by Flow Analyst or System Analyst  Conceptual Model is not always required in developing cycle, it only needs when the concepts in the system are complex
  • 29. Conceptual Models  Best Practices  Use Rational Rose™ to construct the conceptual models of “Mr. Delay Software Company”
  • 30. Summary  The way to gather the workflow  Interview  Survey  Document Review  Observation  Brain Storming  Business Use Case Diagrams  The diagrams to divide the workflow as smaller units for better analysis  Activity Diagrams  The diagrams to detail the workflow of one use case  Conceptual Models  The models providing quick understand of system vocabularies