In this session Doctor Flow aka Serge Luca will share some Power Automate patterns & best practices + how to do BPM for free in the Power Plaform with the BPM Toolkit

1. rencore.com
Serge Luca
Session 01
Power Automate patterns
and best practices
with Doctor Flow

2. Business Applications/Power Platform MVP
(14th year)
Business Apps & O365 Solution Architect
@sergeluca
Power Platform Associates, Brussels
Office365
Power Aut.
Power Apps
Architecture
Bullshit
Doctor Flow aka “Serge Luca”

3. Keep it simple, yes but…
Know the limitations
Four patterns
The BPM Toolkit

4. Keep it simple,
yes but…

5. Presentation Layer
Business Layer
Data Access Layer

6. Presentation Layer
Business Layer
Data Access Layer
Power Apps, Teams, SharePoint Forms, MS Forms, bots…
Flows
Child Flows
SharePoint CDS Oracle …

7. Presentation Layer
Business Layer
Data Access Layer
Power Apps, Teams, SharePoint Forms, MS Forms, bots…
Flows
Child Flows
SharePoint CDS Oracle
Analytics Layer
Power BI
Logging Layer
Azure Application Insight
…
Security Layer

8. Know the limitations

9. No State Machine
Flow Approval duration : 30 days
Flow duration : 30 days
ALM/devops weak
Cannot resume a flow from where it
stops
API Calls limitation
Use the BPM Toolkit
Use the CDS trigger : “when a record is updated” (Premium) or Use
the Controller Pattern or use the BPM Toolkit
Use the BPM Toolkit
Devops Tools not OK with SharePoint
Depends on the license - Watch the Flow analytics & buy Capacity
add-ons
No custom task Forms BPM Toolkit or Adaptive Cards
No tasks delegation BPM Toolkit
Use the BPM Toolkit

10. 4 patterns

11. Pattern 1 : elevation of
privilege

12. Alex
Flow Maker
Account
Alex access
SharePoint
PowerApps

13. 1 per flow license for
the whole company
Flow Maker
Account
Flow Maker
Account
PowerApps
Premium
Alex

14. “Proxy Flows”

15. Advice
Danger (compliance) : no
traceability
Pass current user claims to child flow and log it…

16. Pattern 2 :
Secure record pattern

17. Create blank
record
Secure the
record
Fill in the
record

18. Pattern 3 :
generic way to submit
information

22. Pattern 4 :
Case management pattern

23. Case study

24. Requirements
60 types of HR requests
7 types of workflows
The whole approval process can take 1 year
Supervisors & users want to see next steps & previous steps
Supervisors & users want to see a dashboard of all business processes

25. Leave Request (medical reason)
from an employee in Paris
Validation by Doctor
Validation by 1st Line HR Paris
Validation by Supervisor HR Paris
Validation by Supervisor HR Brussels
Validation by Director Brussels
Validation by Line Manager
Legal dept checks if it is a right

26. The BPM Toolkit,
a generic tool

27. State
Machines
Tasks
delegation
No workflow
duration
limit
Visual
Workflows
Custom tasks
Forms
Pipeline
security
Business can
create
workflows
RPA
Integration
Workflow
can change
at runtime
No premium
licenses
(When using
the
SharePoint
version).
RPA license
is needed
100% written
with the
Power
Platform
Free & Open
Source
BPM Toolkit - facts

28. Step 1
Step 2
Step 3
Step 1
Step 2
Step 3
Step 1
Step 2
Step 3
Cases
Cases lifecycle
The Case Management Pattern
Requests
BPM Toolkit

29. BPM Toolkit

54. BPM Toolkit – Permission matrix

62. BPM Toolkit Modules
Power Automate or Logic Apps
SharePoint Online OR CDS
Core
WF Runtime
Workflow Generator
Security Module
Proxy Flows
Tasks Delegation Analytics
Process ManagementNotification
Task Manager
Tracing
Case Launcher
Workflow Optimizer Archiving
SharePoint Access Layer CDS Access Layer
Task Forms Processes dashboardCust. Request forms Cust. Task Forms
UI

63. 51 Flows
4 Power Apps
Canvas Apps
BPM Toolkit Code : 100% Power Platform

64. Workflow
Runtime
New Case
Steps
generator
Core Modules
Workflow
Launcher

65. The BPM Toolkit
Code

66. Roadmap

67. This is a Poc, we are working on a clean generic version
State machines must be visible in the graph
Generic Analytics
CDS implementation + other premium features
Different types of workflows (extension points)
Security model
More params
Parallel stages,…
RACI (Responsibility assignment matrix)
Yes, free & open source on GitHub (November 2020 ?)
Compliance
Minimize human approvals (machine learning)
Alert supervisor when something strange (ML)

68. Planner Integration
Stress tests
RPA Integration
Teams Integration (Oakdale)

69. @sergeluca

70. Thank you!