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June 5th, 2011, Poznań, Poland




        Computer Supported Collaborative
        Processes in Virtual Organizations


Zbigniew Paszkiewicz                                       Wojciech Cellary
                                 Department of Information Technology
                                 Poznań University of Economics, Poland
                                    {zpasz,cellary}@kti.ue.poznan.pl
Agenda
1. Virtual organizations and breeding environments
2. Collaborative processes
  –   Semi structured processes
3. RMV method
  –   Activity patterns
  –   Process mining
  –   Method steps
  –   Technical implementation
4. Conclusions



                         © UEP       2
Virtual organization and
breeding environments
Virtual organization
• A set of at least two autonomous partners,
• where at least one of them is an organization,
• cooperating within a particular structure of social
  and legal relations
• in order to carry out a particular venture due to the
  demand from virtual organization clients
• and having a plan to carry out this venture




                      © UEP          4
Virtual Organization
Breeding Environment
                      Virtual Organization




                                                          Process of
                                                 Partner and Service Selection




         Virtual Organization Breeding Environment



                    © UEP                    5
Collaborative processes
Processes
Basic notions

     Process is a set of activities which realize a business objective in a
                               structured manner



  Process instance is a single enactment of a process that normally takes
 place within the context of an organizational structure defining functional
      roles of involved actors and relationships existing among actors



   Process model captures the possibility to execute process activities in a
                           given process state.



                                © UEP                7
Processes
Process structures

• Structured processes
   – process model is known a priori
   – static environment – process repetition

• Ad-hoc processes
   – process cannot be modeled a priori
   – process model is designed at run-time

• Semi-structured
   – some sequences of actions are highly probable to appear
     in a particular context                                     Example:
   – it is unknown whether the particular context will appear
   – general structure of the process is known                  Recue action



                                © UEP                8
Collaborative processes
• A semi-structured process that
• involves at least two different and autonomous process
  participants being legally independent and
• aiming to fulfill their own goals that may be different from the
  goal of a virtual organization they are a part of.

                        Main characteristics
                      Knowledge intensiveness
                            Flexibility
                           Adaptability
                           Long lasting

                            © UEP           9
Repeatable processes not             Support only for
  adjusted to context                communication


     Insufficient support for collaborative processes


            Error prone and lower efficiency
          of collaborative processes execution


  Lower effectiveness of virtual organization operation



                      © UEP            10
Recommendation Method for
    Virtual organizations
       (RMV method)
IT support for collaborative processes
• Mix of approaches to both structured and ad-hoc processes
  support
• Structured process parts can be efficiently supported


                          Key problem
        Identification of parts of a collaborative process
          that have a predictable structure and those
                  which have ad-hoc character




                          © UEP            12
RMV method concept
1. Analyze running and former executions of the collaborative
   process instances to detect activity patterns

         A set of activities that are frequently performed
            in a structured way in a particular context


2. Analyze the context of activity patterns
3. Knowledge of activity patterns and their context can be used
   in recommendations in on-going and future collaborative
   processes


                          © UEP            13
Activity pattern and context identification

• Explicit identification
• Difficult verbalization
   – Experience
   – Tacit knowledge
   – Discrepancies between the way the processes were intended
     and are executed in practice


          Method for objective and human error free
              identification of activity patterns



                            © UEP         14
Process mining




Wil M.P. van der Aalst „Process Mining. Discovery, Conformance and Enhancement of Business
Processes”, Springer, 2011


                                          © UEP                      15
RMV method assumptions

1. Detailed model of the process is not known in advance
2. Process participants use tools and data sources offered by
   VOBE for activity execution
3. VOBE’s technical infrastructure records events created by
   process participant actions during activity execution and the
   context of these activities
4. Process mining techniques are use for extraction of
   collaborative process models and activity patterns




                          © UEP            16
A. Process instances in context c1




RMV method steps – phase 1
                                                                                                                                                  b) No. of
                                                                                                                                               occurrences: 3




                                                                                                                                                                                                                                       A. Process instances in context c1

                                                                                                                                                                                                                                                                b) No. of
                                                                                                                                                                                                                                                             occurrences: 3
                                                                                                                                                                                       Criteria:
                                                                                         a) No. of                                                 Partner                Search
                                                                                                                                                                 P2       engine
                                                                                                                                                                                     competence
                                                                                       occurrences: 3                                              search                               name
                                                                                                                                                                                                                                                                                                   Criteria:
                                                                                                                                                                                                          a) No. of                                             Partner               Search
                                                                                                                                                                                                                                                                              P2      engine
                                                                                                                                                                                                                                                                                                 competence
                                                                                                                                                                                                        occurrences: 3                                          search                              name
                                                                         Partner                       Partner
                                     a)
                                                                         search                       selection
                                                                                                                                                   Partner         P1                 Selected                                                                  Partner        P1
                                                                                                                                                                                                                                                                                        E-mail
                                                                                                                                                                                                                                                                                                  Selected
                                                                                                                                                                                                                                                                                                   org.:
                                                                                                                                                                                                                                                               selection       P3                    Q
                                                                                                                                                                            E-mail     org.:
                                                                                                                                                  selection        P3                    Q
                                                                                                                                                                                                         Partner              Search        Criteria:
                                                                                                                                                                                                                         P2
                                                                                            Formulation of                                      Cooperation                                              search               engine      localization
                                                                                                                                                                                                                                                             Varify partner    P3      Tool P
                                                                                                                                                                                                                                                                                                   Criteria:
                                                                                                                                                                                                                                                                                                    past
                                                 Partner                                                                           Terms                          P2                             Contract                   P1                                                                   cooperation

                                     b)                                  Manual              cooperation            P2 Tool Z                      terms                    Manual                                                                  Tool K
                                                selection                               Partner terms              Search
                                                                                                                                    for X
                                                                                                                            Criteria:                            Org. X                          signing
                                                                                                                                                                                                       Partner             Org. X        Selected

                                                                                                      P2                                        acceptance                                              selection
                                                                                                                                                                                                                         P2   Manual
                                                                                                                                                                                                                                          org.: X
                                                                                                                                                                                                                                                                                                  Org.:
                                                                                        search                     engine localization                                                 Criteria:                                                              Offer inquiry     P1      Tool J
                                                                                                                                                                                                                                                                                                   Q

                                                                                                                                                Varify partner    P3       Tool P       past
                                                                                                                                                                                                       Cooperation
                                                                                                                                                                                     cooperation          terms          P2   Tool Z
                                                                                                                                                                                                                                         Terms
                                                                                                                                                                                                                                          for X                Answer to
                                                                                                                                                                                                       formulation                                                            Org. Q
                                                                                                                                                                                                                                                                inquire
                                                     Partner                                                                                  Answer to                                         Contract
                                     c)                                   Email            Varify partner               Offer inquiry                             Discussion                         Cooperation
                                                    selection                           Partner                               Selected         inquire                                          signingterms
                                                                                                                                                                                                                      P2
                                                                                                                                                                                                                     Org. X
                                                                                                                                                                                                                                Manual                                         P1
                                                                                                       P2          Manual
                                                                                                                               org.: X
                                                                                                                                                                                                       acceptance                                              Discussion     P3 P4     Tool B

                                                                                       selection                                                                                      Org.:
                                                                                                                                                                                                                                                                               P5

                                                                                                                                                 Offer inquiry     P1       Tool J
                                                                                                                                                                                       Q                                                                        Contract       P1                Contract
                                                                                                                                                                                                        Contract      P2                  Contract                                     Tool K
                                                                                                                                                                                                                               Tool K                           signing       Org. Q              for Q
                                                                                                                                                                                                        signing      Org. X                for X




                                                                                    Cooperation
                                                                                                                              Terms
                                                                                       terms            P2         Tool Z
                                                                                                                               for X              Answer to
                                                                                    formulation                                                                  Org. Q
                                                                                                                                                   inquire
                 Partner            Partner
a)
                 search            selection


                                                                                    Cooperation
      Partner               Formulation of
                                                               Terms
                                                                         Cooperation
                                                                                        P2               P2
                                                                                                        Contract       P1                                         P1
b)   selection
                 Manual      cooperation       P2     Tool Z
                                                                for X
                                                                            terms      terms
                                                                                      Org. X
                                                                                             Manual
                                                                                                        signing      ManualTool K
                                                                                                                     Org. X
                                terms                                    acceptance                    Org. X                                    Discussion      P3 P4      Tool B
                                                                                    acceptance
                                                                                                                                                                  P5
      Partner                                                           Answer to                       Contract
c)                Email    Varify partner           Offer inquiry                        Discussion
     selection                                                           inquire                        signing



                                                                                       Contract         P2                     Contract
                                                                                                                                                  Contract        P1                 Contract
                                                                                                                    Tool K                                                 Tool K
                                                                                                                                for X             signing        Org. Q               for Q
                                                                                       signing         Org. X




                            Activity pattern repository

                                                                                                                    © UEP                                               17
RMV method steps – phase 2
                                                                                                                                                                                    Description of context
                                                                                                                                                                 <owl:ObjectProperty rdf:ID="locatedIn">
                                                                                                                                                                   <rdf:type="owlTransitiveProperty"/>
                                                                                                                                                                   <owl:inverseOf rdf:resource="#contains"/>
                                                                                                                                                                 </owl:ObjectProperty>
                                                                                                                                                                 <Person rdf:ID="Wang">
                                                                                                                                                                   <locatedIn rdf:resource="#Office"/>
                                                                                                                                                                 </Person >




                                                                                                                                      <
                                                                                                                                          <
a)               Partner
                 search
                                    Partner
                                   selection
                                                                                                                                              verify partner (P3, tool P, Criteria: past cooperation),
b)
      Partner
     selection
                 Manual
                            Formulation of
                             cooperation       P2     Tool Z
                                                               Terms
                                                                for X
                                                                         Cooperation
                                                                            terms
                                                                                        P2
                                                                                       Org. X
                                                                                                Manual
                                                                                                         Contract
                                                                                                         signing
                                                                                                                     P1
                                                                                                                    Org. X
                                                                                                                             Tool K
                                                                                                                                              offer inquiry (P1, Tool Z, Organization Q),
                                terms                                    acceptance



c)
      Partner
                  Email    Varify partner           Offer inquiry
                                                                        Answer to
                                                                                        Discussion
                                                                                                         Contract
                                                                                                                                              answer to inquiry (Organization Q),
     selection                                                           inquire                         signing

                                                                                                                                              discussion ((P1, P3, P4, P5), Tool K),
                                                                                                                                              contract signing (P1, Organization Q, Tool K, Contract for Q)
                                                                                                                                          >
                                                                                                                                          confidence indicator: 89%
                 Activity pattern repository                                                                                          >



                                                                                                                                               © UEP                           18
Technical implementation

• ErGo platform
  – Support for inter-organizational
    cooperation
  – http://ergo.kti.ue.poznan.pl


• ITSOA project
  – http://soa.edu.pl


                        © UEP      19
Conclusions
• RMV method increased efficiency of collaborative process
  execution by identification of its repeatable parts
• RMV method supports the adaptation of the collaborative
  processes to changing environment
   – reasoning based on context
• RMV method recommendations can be use:
   – Simple: to user consideration
   – Complex: flexible workflow engines
• RMV method allows more accurate and applicable
  recommendations adjusted to the context


                            © UEP         20
Computer Supported Collaborative Processes
               in Virtual Organizations



              Thank you
          for your attention

Zbigniew Paszkiewicz                 Wojciech Cellary
           Department of Information Technology
           Poznań University of Economics, Poland
              {zpasz,cellary}@kti.ue.poznan.pl

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Computer Supported Collaborative Processes in Virtual Organizations

  • 1. June 5th, 2011, Poznań, Poland Computer Supported Collaborative Processes in Virtual Organizations Zbigniew Paszkiewicz Wojciech Cellary Department of Information Technology Poznań University of Economics, Poland {zpasz,cellary}@kti.ue.poznan.pl
  • 2. Agenda 1. Virtual organizations and breeding environments 2. Collaborative processes – Semi structured processes 3. RMV method – Activity patterns – Process mining – Method steps – Technical implementation 4. Conclusions © UEP 2
  • 4. Virtual organization • A set of at least two autonomous partners, • where at least one of them is an organization, • cooperating within a particular structure of social and legal relations • in order to carry out a particular venture due to the demand from virtual organization clients • and having a plan to carry out this venture © UEP 4
  • 5. Virtual Organization Breeding Environment Virtual Organization Process of Partner and Service Selection Virtual Organization Breeding Environment © UEP 5
  • 7. Processes Basic notions Process is a set of activities which realize a business objective in a structured manner Process instance is a single enactment of a process that normally takes place within the context of an organizational structure defining functional roles of involved actors and relationships existing among actors Process model captures the possibility to execute process activities in a given process state. © UEP 7
  • 8. Processes Process structures • Structured processes – process model is known a priori – static environment – process repetition • Ad-hoc processes – process cannot be modeled a priori – process model is designed at run-time • Semi-structured – some sequences of actions are highly probable to appear in a particular context Example: – it is unknown whether the particular context will appear – general structure of the process is known Recue action © UEP 8
  • 9. Collaborative processes • A semi-structured process that • involves at least two different and autonomous process participants being legally independent and • aiming to fulfill their own goals that may be different from the goal of a virtual organization they are a part of. Main characteristics Knowledge intensiveness Flexibility Adaptability Long lasting © UEP 9
  • 10. Repeatable processes not Support only for adjusted to context communication Insufficient support for collaborative processes Error prone and lower efficiency of collaborative processes execution Lower effectiveness of virtual organization operation © UEP 10
  • 11. Recommendation Method for Virtual organizations (RMV method)
  • 12. IT support for collaborative processes • Mix of approaches to both structured and ad-hoc processes support • Structured process parts can be efficiently supported Key problem Identification of parts of a collaborative process that have a predictable structure and those which have ad-hoc character © UEP 12
  • 13. RMV method concept 1. Analyze running and former executions of the collaborative process instances to detect activity patterns A set of activities that are frequently performed in a structured way in a particular context 2. Analyze the context of activity patterns 3. Knowledge of activity patterns and their context can be used in recommendations in on-going and future collaborative processes © UEP 13
  • 14. Activity pattern and context identification • Explicit identification • Difficult verbalization – Experience – Tacit knowledge – Discrepancies between the way the processes were intended and are executed in practice Method for objective and human error free identification of activity patterns © UEP 14
  • 15. Process mining Wil M.P. van der Aalst „Process Mining. Discovery, Conformance and Enhancement of Business Processes”, Springer, 2011 © UEP 15
  • 16. RMV method assumptions 1. Detailed model of the process is not known in advance 2. Process participants use tools and data sources offered by VOBE for activity execution 3. VOBE’s technical infrastructure records events created by process participant actions during activity execution and the context of these activities 4. Process mining techniques are use for extraction of collaborative process models and activity patterns © UEP 16
  • 17. A. Process instances in context c1 RMV method steps – phase 1 b) No. of occurrences: 3 A. Process instances in context c1 b) No. of occurrences: 3 Criteria: a) No. of Partner Search P2 engine competence occurrences: 3 search name Criteria: a) No. of Partner Search P2 engine competence occurrences: 3 search name Partner Partner a) search selection Partner P1 Selected Partner P1 E-mail Selected org.: selection P3 Q E-mail org.: selection P3 Q Partner Search Criteria: P2 Formulation of Cooperation search engine localization Varify partner P3 Tool P Criteria: past Partner Terms P2 Contract P1 cooperation b) Manual cooperation P2 Tool Z terms Manual Tool K selection Partner terms Search for X Criteria: Org. X signing Partner Org. X Selected P2 acceptance selection P2 Manual org.: X Org.: search engine localization Criteria: Offer inquiry P1 Tool J Q Varify partner P3 Tool P past Cooperation cooperation terms P2 Tool Z Terms for X Answer to formulation Org. Q inquire Partner Answer to Contract c) Email Varify partner Offer inquiry Discussion Cooperation selection Partner Selected inquire signingterms P2 Org. X Manual P1 P2 Manual org.: X acceptance Discussion P3 P4 Tool B selection Org.: P5 Offer inquiry P1 Tool J Q Contract P1 Contract Contract P2 Contract Tool K Tool K signing Org. Q for Q signing Org. X for X Cooperation Terms terms P2 Tool Z for X Answer to formulation Org. Q inquire Partner Partner a) search selection Cooperation Partner Formulation of Terms Cooperation P2 P2 Contract P1 P1 b) selection Manual cooperation P2 Tool Z for X terms terms Org. X Manual signing ManualTool K Org. X terms acceptance Org. X Discussion P3 P4 Tool B acceptance P5 Partner Answer to Contract c) Email Varify partner Offer inquiry Discussion selection inquire signing Contract P2 Contract Contract P1 Contract Tool K Tool K for X signing Org. Q for Q signing Org. X Activity pattern repository © UEP 17
  • 18. RMV method steps – phase 2 Description of context <owl:ObjectProperty rdf:ID="locatedIn"> <rdf:type="owlTransitiveProperty"/> <owl:inverseOf rdf:resource="#contains"/> </owl:ObjectProperty> <Person rdf:ID="Wang"> <locatedIn rdf:resource="#Office"/> </Person > < < a) Partner search Partner selection verify partner (P3, tool P, Criteria: past cooperation), b) Partner selection Manual Formulation of cooperation P2 Tool Z Terms for X Cooperation terms P2 Org. X Manual Contract signing P1 Org. X Tool K offer inquiry (P1, Tool Z, Organization Q), terms acceptance c) Partner Email Varify partner Offer inquiry Answer to Discussion Contract answer to inquiry (Organization Q), selection inquire signing discussion ((P1, P3, P4, P5), Tool K), contract signing (P1, Organization Q, Tool K, Contract for Q) > confidence indicator: 89% Activity pattern repository > © UEP 18
  • 19. Technical implementation • ErGo platform – Support for inter-organizational cooperation – http://ergo.kti.ue.poznan.pl • ITSOA project – http://soa.edu.pl © UEP 19
  • 20. Conclusions • RMV method increased efficiency of collaborative process execution by identification of its repeatable parts • RMV method supports the adaptation of the collaborative processes to changing environment – reasoning based on context • RMV method recommendations can be use: – Simple: to user consideration – Complex: flexible workflow engines • RMV method allows more accurate and applicable recommendations adjusted to the context © UEP 20
  • 21. Computer Supported Collaborative Processes in Virtual Organizations Thank you for your attention Zbigniew Paszkiewicz Wojciech Cellary Department of Information Technology Poznań University of Economics, Poland {zpasz,cellary}@kti.ue.poznan.pl