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1Jarrar © 2015
Introduction to
Business Process Management
Concepts, Languages & Architectures
In collaboration with
Bilal Farraj
Reference:
Mustafa Jarrar: Lecture Notes on Introduction to Business Process Management,
Birzeit University, Palestine, 2015
Mustafa Jarrar
Birzeit University, Palestine
mjarrar@birzeit.edu
www.jarrar.info
2Jarrar © 2015
Watch this lecture and download the slides from
http://jarrar-courses.blogspot.com/2015/01/dataandbusinessprocessmodelling.html
Some diagrams in this lecture are based on [1]
Keywords: subtype, subclass, subset, concept, instance, Rules, Business Rules, Business logic
derivation rules, integrity constraints
Slides And Videos - Download, Watch, Interact
3Jarrar © 2015
Reading
[1] Every material in these slides.
[2] Chapters one and two of BPM book.
[3] The Fable chapter of Lucy’s book.
Keywords: Data Engineering, Data Modeling, Conceptual Data Modeling, ORM, Object Role Modeling, Information Modeling, Schema
engineering, Business Rules, integrity constraints, Derivation rules, Logic, verbalization of business rules, rules
contradictions, rules implications, Business Process Engineering, Business Process Management, Business Process Modelling, Process
Mapping, Process identification, process re-engineering, process re-engineering, Process Optimization, Process execution.
‫هندسة‬‫البيانات‬،‫مخطط‬‫بيانات‬‫المفاهيمية‬، ‫النمذجة‬‫المفاهيمية‬‫للبيانات‬،‫هندسة‬‫العمليات‬، ‫إعادة‬‫هندسة‬‫العمليات‬‫اإلدارية‬
4Jarrar © 2015
What is a Process?
Enroll in a course
Is this a process?
How many sub processes in it?
How many people are involved?
How many departments are involved?
How the registration department monitor its lifecycle?
Which university regulations are related to student-course enrollment?
Where this process is defined and documented?
How the current execution of the process related to the university
policy and strategic plans?
How to improve, optimize and speed up the enrollment?
5Jarrar © 2015
What is a Process?
Processes are exist everywhere, and they are part of our daily life
System operations and software processes: messaging, file sharing, remote
procedure call, … which can be also distributed.
Public services and organizational procedures: enroll in a course, apply for
passport, issue birth certificate, renew driving license, apply for loan, insure car,
consult doctor,
Social events: organize festival, camping,
Personal activities: plan a trip, apply for job, come to university, make coffee, …
It is even more complex than we can imagine when multi organizations’
processes collaborate/communicate with each others to achieve a certain goal(s).
Defining and identifying a process is a challenge!
6Jarrar © 2015
Engagement to Processes
 Business processes are either triggered or initiated by person, system,
events (student request to enroll in a course)
 Then a business process instance is executed which in we participate
in of business processes (administrative department, student, advisor…)
How many people and department involved in the course enrollment
process?
Potential roles: Student, Instructor, Advisor, Academic Department,
Registration, Finance, Dean.
7Jarrar © 2015
The Fable (What Lucy Taught Us)
 Link to Lucy’s video:
https://www.youtube.com/watch?v=8NPzLBSBzPI
 Remind us to appreciate the work we do (weather at
home or workplace)
 Underscores the importance of well-designed and well-
managed processes in any organization
 Dysfunctional processes lead to dysfunctional employees
Image source http://www.booksurge.com/
8Jarrar © 2015
Role in Process
People who work on the process, are not aware about
their role in it.
9Jarrar © 2015
No Visibility to Stakeholders
No visibility to stakeholders about weather the things are
going like they should be done or in a different way.
Difficult to improve since wrong visibility is seen by
stakeholders, in fact it is going worst.
10Jarrar © 2015
More challenges
 People who collaborate to work on business process are usually from different
backgrounds (i.e., roles of course enrollment process).
 Processes exist in our heads: ask an employee how a particular task is
performed and typically you will get his or her interpretation of the process.
 Importance of documenting a process, bring it up to stockholders and agree on
how things are being done. Then, collaboratively define process improvements
opportunities to evaluate “how things should be done”
11Jarrar © 2015
How People See Business Processes
Consider how people see business processes e.g.,:
 Interests in business administrations
 To Improve operation: satisfy customer, cheaper products and
services, reduce costs, among others
 Interests of computer science
 Researchers: to use formal methods to understand structural
properties of processes, to better abstract real-world business
processes.
 Software Engineers: to better communicate understanding with
domain experts, to provide robust & scalable software systems
12Jarrar © 2015
Process vs Process Instance
Process, simply how things should be done.
Instance, a live execution of process workflow to achieve certain
goal.
Thinking technically, objects are the basis of object oriented
programming.
When you declare an object/class, then later create an instance of
it (process instance)
Think about object declaring, then we have object instances.
13Jarrar © 2015
Roles Involved in Process Management
 Process participants – domain experts
 Process owners – domain experts, management, business
background
 BPM consultants – Process experts
 Software architects and developers – IT experts
implementation
All these people from different backgrounds, they speak
different languages
Example: each student should at least register two courses
from his/her major specialization which can’t withdraw later.
However, some students don’t know the problem.
14Jarrar © 2015
Importance of Process Documentation
Developers do mistakes because of incorrect understanding of
business requirements with the domain experts and product
owners.
Consider if we are able to document the process using models.
Consider a CRM system, how many messages it exchange with
various systems, and how many processes activated upon
receiving or sending a message
15Jarrar © 2015
Business Process Management Lifecycle
Image Source: https://teaminformatics.files.wordpress.com/2013/03/bpm-diagram-1.jpg
16Jarrar © 2015
BPM Lifecycle
 Process Modeling and Design: What are the main business
processes in an organization? how to describer them? (text, excel
sheets, figures, …)
 Process Improvement/Optimization: organizations like to be more
effective! Involving domain experts, consultants and IT department
to help improve
 Process Automation/Execution: implement the improved process
in the IT architecture. Not always we automate all part of process.
 Process Monitoring: once it is implemented, it need to be
monitored. To evaluate and apply metric measurements to see if
the implemented process meet the requirements that have been
defined for it.
17Jarrar © 2015
Business Process Models
Business process models is the core of BPM.
 Documentation of processes.
 Improve processes and discuss them with professionals from
different roles.
 Part of the process might be implemented in an IT system
 Decide what/how to monitor (activities, run time)
18Jarrar © 2015
Brainstorming: Enroll in a Course Process
19Jarrar © 2015
Models can be Complex
This is example of business process, enroll in a course, it show that models can
be sophisticated and there are lots of constructs. The model is based on BPMN
2.0 standard.
20Jarrar © 2015
Few Words on BPMN Model Notation
• Helps to understand and share our understanding,
• Reason about the process for identifying opportunities
of process improvements.
21Jarrar © 2015
Business Process Modeling Tools
Signavio Process Editor
(BPM Academic Initiative)
There more tools
Activiti Modeling
Eclipse Plugin
22Jarrar © 2015
Signavio Tool
• The official process modeling tool in this course.
• Online and free for academic purposes,
login URL http://academic.signavio.com/p/login
• You will receive an invitation by Email to setup your access.
• BPMN 2.0 notation compliant.
23Jarrar © 2015
Managing Documents in Signavio
There are shared documents and user
private documents.
24Jarrar © 2015
Signavio Shared Documents
Shared workspace that everyone have access to
read/open diagrams.
25Jarrar © 2015
Signavio User Private Documents
Your personal work space where you place the diagrams
that you don’t want to share.
26Jarrar © 2015
Create New Process Model
Go to menu bar and click
on New.
Then click on Business
Process Diagram (BPMN
2.0)
27Jarrar © 2015
Import/Export
Other large set of
functionalities including the
Import/Export diagrams.
28Jarrar © 2015
Other Tools – Microsoft Visio
Very powerful tool, the enterprises in industry uses this tool frequently.
But it lake of some modeling constructs of BPMN 2.0
29Jarrar © 2015
Other Tools - Bizagi
Good modeling tool, however, it lake of many BPMN 2.0 constructs.
30Jarrar © 2015
Business Process Management Outline
 Introduction to Business Process Management
 Business Process Modeling and Notation
 Advanced Business Process Modeling and Notation
 Practice Use Cases
 Interview and ask questions
 Process improvement and re-engineering
 Process Execution and Programming
 Practical session 1 on process automation
 Practical session 2 on process automation

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Introduction to Business Process Management

  • 1. 1Jarrar © 2015 Introduction to Business Process Management Concepts, Languages & Architectures In collaboration with Bilal Farraj Reference: Mustafa Jarrar: Lecture Notes on Introduction to Business Process Management, Birzeit University, Palestine, 2015 Mustafa Jarrar Birzeit University, Palestine mjarrar@birzeit.edu www.jarrar.info
  • 2. 2Jarrar © 2015 Watch this lecture and download the slides from http://jarrar-courses.blogspot.com/2015/01/dataandbusinessprocessmodelling.html Some diagrams in this lecture are based on [1] Keywords: subtype, subclass, subset, concept, instance, Rules, Business Rules, Business logic derivation rules, integrity constraints Slides And Videos - Download, Watch, Interact
  • 3. 3Jarrar © 2015 Reading [1] Every material in these slides. [2] Chapters one and two of BPM book. [3] The Fable chapter of Lucy’s book. Keywords: Data Engineering, Data Modeling, Conceptual Data Modeling, ORM, Object Role Modeling, Information Modeling, Schema engineering, Business Rules, integrity constraints, Derivation rules, Logic, verbalization of business rules, rules contradictions, rules implications, Business Process Engineering, Business Process Management, Business Process Modelling, Process Mapping, Process identification, process re-engineering, process re-engineering, Process Optimization, Process execution. ‫هندسة‬‫البيانات‬،‫مخطط‬‫بيانات‬‫المفاهيمية‬، ‫النمذجة‬‫المفاهيمية‬‫للبيانات‬،‫هندسة‬‫العمليات‬، ‫إعادة‬‫هندسة‬‫العمليات‬‫اإلدارية‬
  • 4. 4Jarrar © 2015 What is a Process? Enroll in a course Is this a process? How many sub processes in it? How many people are involved? How many departments are involved? How the registration department monitor its lifecycle? Which university regulations are related to student-course enrollment? Where this process is defined and documented? How the current execution of the process related to the university policy and strategic plans? How to improve, optimize and speed up the enrollment?
  • 5. 5Jarrar © 2015 What is a Process? Processes are exist everywhere, and they are part of our daily life System operations and software processes: messaging, file sharing, remote procedure call, … which can be also distributed. Public services and organizational procedures: enroll in a course, apply for passport, issue birth certificate, renew driving license, apply for loan, insure car, consult doctor, Social events: organize festival, camping, Personal activities: plan a trip, apply for job, come to university, make coffee, … It is even more complex than we can imagine when multi organizations’ processes collaborate/communicate with each others to achieve a certain goal(s). Defining and identifying a process is a challenge!
  • 6. 6Jarrar © 2015 Engagement to Processes  Business processes are either triggered or initiated by person, system, events (student request to enroll in a course)  Then a business process instance is executed which in we participate in of business processes (administrative department, student, advisor…) How many people and department involved in the course enrollment process? Potential roles: Student, Instructor, Advisor, Academic Department, Registration, Finance, Dean.
  • 7. 7Jarrar © 2015 The Fable (What Lucy Taught Us)  Link to Lucy’s video: https://www.youtube.com/watch?v=8NPzLBSBzPI  Remind us to appreciate the work we do (weather at home or workplace)  Underscores the importance of well-designed and well- managed processes in any organization  Dysfunctional processes lead to dysfunctional employees Image source http://www.booksurge.com/
  • 8. 8Jarrar © 2015 Role in Process People who work on the process, are not aware about their role in it.
  • 9. 9Jarrar © 2015 No Visibility to Stakeholders No visibility to stakeholders about weather the things are going like they should be done or in a different way. Difficult to improve since wrong visibility is seen by stakeholders, in fact it is going worst.
  • 10. 10Jarrar © 2015 More challenges  People who collaborate to work on business process are usually from different backgrounds (i.e., roles of course enrollment process).  Processes exist in our heads: ask an employee how a particular task is performed and typically you will get his or her interpretation of the process.  Importance of documenting a process, bring it up to stockholders and agree on how things are being done. Then, collaboratively define process improvements opportunities to evaluate “how things should be done”
  • 11. 11Jarrar © 2015 How People See Business Processes Consider how people see business processes e.g.,:  Interests in business administrations  To Improve operation: satisfy customer, cheaper products and services, reduce costs, among others  Interests of computer science  Researchers: to use formal methods to understand structural properties of processes, to better abstract real-world business processes.  Software Engineers: to better communicate understanding with domain experts, to provide robust & scalable software systems
  • 12. 12Jarrar © 2015 Process vs Process Instance Process, simply how things should be done. Instance, a live execution of process workflow to achieve certain goal. Thinking technically, objects are the basis of object oriented programming. When you declare an object/class, then later create an instance of it (process instance) Think about object declaring, then we have object instances.
  • 13. 13Jarrar © 2015 Roles Involved in Process Management  Process participants – domain experts  Process owners – domain experts, management, business background  BPM consultants – Process experts  Software architects and developers – IT experts implementation All these people from different backgrounds, they speak different languages Example: each student should at least register two courses from his/her major specialization which can’t withdraw later. However, some students don’t know the problem.
  • 14. 14Jarrar © 2015 Importance of Process Documentation Developers do mistakes because of incorrect understanding of business requirements with the domain experts and product owners. Consider if we are able to document the process using models. Consider a CRM system, how many messages it exchange with various systems, and how many processes activated upon receiving or sending a message
  • 15. 15Jarrar © 2015 Business Process Management Lifecycle Image Source: https://teaminformatics.files.wordpress.com/2013/03/bpm-diagram-1.jpg
  • 16. 16Jarrar © 2015 BPM Lifecycle  Process Modeling and Design: What are the main business processes in an organization? how to describer them? (text, excel sheets, figures, …)  Process Improvement/Optimization: organizations like to be more effective! Involving domain experts, consultants and IT department to help improve  Process Automation/Execution: implement the improved process in the IT architecture. Not always we automate all part of process.  Process Monitoring: once it is implemented, it need to be monitored. To evaluate and apply metric measurements to see if the implemented process meet the requirements that have been defined for it.
  • 17. 17Jarrar © 2015 Business Process Models Business process models is the core of BPM.  Documentation of processes.  Improve processes and discuss them with professionals from different roles.  Part of the process might be implemented in an IT system  Decide what/how to monitor (activities, run time)
  • 18. 18Jarrar © 2015 Brainstorming: Enroll in a Course Process
  • 19. 19Jarrar © 2015 Models can be Complex This is example of business process, enroll in a course, it show that models can be sophisticated and there are lots of constructs. The model is based on BPMN 2.0 standard.
  • 20. 20Jarrar © 2015 Few Words on BPMN Model Notation • Helps to understand and share our understanding, • Reason about the process for identifying opportunities of process improvements.
  • 21. 21Jarrar © 2015 Business Process Modeling Tools Signavio Process Editor (BPM Academic Initiative) There more tools Activiti Modeling Eclipse Plugin
  • 22. 22Jarrar © 2015 Signavio Tool • The official process modeling tool in this course. • Online and free for academic purposes, login URL http://academic.signavio.com/p/login • You will receive an invitation by Email to setup your access. • BPMN 2.0 notation compliant.
  • 23. 23Jarrar © 2015 Managing Documents in Signavio There are shared documents and user private documents.
  • 24. 24Jarrar © 2015 Signavio Shared Documents Shared workspace that everyone have access to read/open diagrams.
  • 25. 25Jarrar © 2015 Signavio User Private Documents Your personal work space where you place the diagrams that you don’t want to share.
  • 26. 26Jarrar © 2015 Create New Process Model Go to menu bar and click on New. Then click on Business Process Diagram (BPMN 2.0)
  • 27. 27Jarrar © 2015 Import/Export Other large set of functionalities including the Import/Export diagrams.
  • 28. 28Jarrar © 2015 Other Tools – Microsoft Visio Very powerful tool, the enterprises in industry uses this tool frequently. But it lake of some modeling constructs of BPMN 2.0
  • 29. 29Jarrar © 2015 Other Tools - Bizagi Good modeling tool, however, it lake of many BPMN 2.0 constructs.
  • 30. 30Jarrar © 2015 Business Process Management Outline  Introduction to Business Process Management  Business Process Modeling and Notation  Advanced Business Process Modeling and Notation  Practice Use Cases  Interview and ask questions  Process improvement and re-engineering  Process Execution and Programming  Practical session 1 on process automation  Practical session 2 on process automation