Business Process Modeling and Standards - · PDF fileBPMN (Business Process Modeling Notation)...

42
SoberIT Software Business and Engineering Institute Business Process Standards and Modeling HELSINKI UNIVERSITY OF TECHNOLOGY Janne J. Korhonen Helsinki University of Technology

Transcript of Business Process Modeling and Standards - · PDF fileBPMN (Business Process Modeling Notation)...

Page 1: Business Process Modeling and Standards - · PDF fileBPMN (Business Process Modeling Notation) SoberIT Software Business and Engineering Institute Activity Diagram Flowchart like diagram

SoberITSoftware Business and Engineering Institute

Business Process Standards and Modeling

HELSINKI UNIVERSITY OF TECHNOLOGY

Janne J. Korhonen

Helsinki University of Technology

Page 2: Business Process Modeling and Standards - · PDF fileBPMN (Business Process Modeling Notation) SoberIT Software Business and Engineering Institute Activity Diagram Flowchart like diagram

SoberITSoftware Business and Engineering Institute

HELSINKI UNIVERSITY OF TECHNOLOGY

STANDARDS

Page 3: Business Process Modeling and Standards - · PDF fileBPMN (Business Process Modeling Notation) SoberIT Software Business and Engineering Institute Activity Diagram Flowchart like diagram

SoberITSoftware Business and Engineering Institute

Standards Organizations

� Object Management Group (www.omg.org)

� Business Process Modeling Notation (BPMN)

� Business Process Definition Metamodel (BPDM)

� Workflow Management Coalition (www.wfmc.org)

� XML Process Definition Language (XPDL)

� OASIS (www.oasis-open.org)

HELSINKI UNIVERSITY OF TECHNOLOGY

� OASIS (www.oasis-open.org)

� Driving the adoption of global e-business standards

� ebXML

� Business Process Execution Language (BPEL)

� W3C (www.w3c.org)

� Open, collaborative review process

� SOAP, WSDL, core XML specifications

� Web Services Choreography Description Language (WS-CDL)

� WS-I (www.ws-i.org)

� Interoperability of WS technologies and standards

� WS-I Basic Profile

Page 4: Business Process Modeling and Standards - · PDF fileBPMN (Business Process Modeling Notation) SoberIT Software Business and Engineering Institute Activity Diagram Flowchart like diagram

SoberITSoftware Business and Engineering Institute

Business Process Execution Language (BPEL)

� An orchestration language for specifying business process behavior based on Web Services

� Executable vs. abstract business processes

� XML-based business process models that can be executed, stored, and exchanged

HELSINKI UNIVERSITY OF TECHNOLOGY

stored, and exchanged

� No graphical notation

� Originally called Business Process Execution Language for Web Services (BPEL4WS)

� Convergence of XLANG and WSFL

� BPEL 1.0 jointly developed by IBM, BEA, SAP, Siebel, and Microsoft – published August 2002

� BPEL 1.1 submitted to OASIS in April 2003

� BPEL 2.0, OASIS standard April 2007

Page 5: Business Process Modeling and Standards - · PDF fileBPMN (Business Process Modeling Notation) SoberIT Software Business and Engineering Institute Activity Diagram Flowchart like diagram

SoberITSoftware Business and Engineering Institute

XML Process Definition Language (XPDL)

� Workflow Management Coalition (WfMC) standard

� A format for business process definition interchange

� Addresses both the graphics and the semantics

� XML-based business process models that can be

HELSINKI UNIVERSITY OF TECHNOLOGY

� XML-based business process models that can be executed, stored, and exchanged

� Currently the best file format for exchange of BPMN diagrams

� XPDL 1.0 was ratified by the WfMC in 2002

� XPDL 2.0 was ratified by the WfMC in Oct 2005

� XPDL 2.1 was ratified by the WfMC in Apr 2008

Page 6: Business Process Modeling and Standards - · PDF fileBPMN (Business Process Modeling Notation) SoberIT Software Business and Engineering Institute Activity Diagram Flowchart like diagram

SoberITSoftware Business and Engineering Institute

Business Process Modeling Notation (BPMN)

� A standardized graphical notation for drawing business processes

� Currently no definition for storage or exchange of business processes

� Started within the Business Process Management Initiative

HELSINKI UNIVERSITY OF TECHNOLOGY

� Started within the Business Process Management Initiative (bpmi.org)

� BPMI merged with OMG in mid 2005

� OMG Final Adopted version of BPMN published February 2006

� BPMN 1.1: OMG Specification, Feb 2008

� BPMN 2.0: Business Process Model and Notation

� Will also define a metamodel and interchange format

Page 7: Business Process Modeling and Standards - · PDF fileBPMN (Business Process Modeling Notation) SoberIT Software Business and Engineering Institute Activity Diagram Flowchart like diagram

SoberITSoftware Business and Engineering Institute

Business Process Definition Metamodel (BPDM)

� Provides abstract concepts to express business process models

� Intended as a medium of exchange between different business process description languages

HELSINKI UNIVERSITY OF TECHNOLOGY

different business process description languages

� Unification of orchestration and choreography

� Designed to represent concepts from a business perspective

� Specifies a mapping between BPDM and BPMN

� Version 1.0, Beta 1: July 2007

� Version 1.0, Beta 2: May 2008

Page 8: Business Process Modeling and Standards - · PDF fileBPMN (Business Process Modeling Notation) SoberIT Software Business and Engineering Institute Activity Diagram Flowchart like diagram

SoberITSoftware Business and Engineering Institute

M3: Meta-Metamodel

M2: Metamodel Notation

describesinstance-of

Levels of Abstraction: MOF

HELSINKI UNIVERSITY OF TECHNOLOGY

M2: Metamodel

M1: Model

M0: Instance

Notation

describes

describes

instance-of

instance-of

Page 9: Business Process Modeling and Standards - · PDF fileBPMN (Business Process Modeling Notation) SoberIT Software Business and Engineering Institute Activity Diagram Flowchart like diagram

SoberITSoftware Business and Engineering Institute

Horizontal and Vertical Abstraction

Level Process Perspective

Information Perspective

Organization Perspective

OperationalPerspective

M2 Process metamodel

Data meta model

Organization metamodel

Interface Definition Languages

HELSINKI UNIVERSITY OF TECHNOLOGY

Languages

Notation Process notation

Data model notation

Organization model notation

IDL specifications

M1 Process model

Data model Organizationmodel

Interface definitions

M0 Process instance

Data values Persons Executing software

Page 10: Business Process Modeling and Standards - · PDF fileBPMN (Business Process Modeling Notation) SoberIT Software Business and Engineering Institute Activity Diagram Flowchart like diagram

SoberITSoftware Business and Engineering Institute

HELSINKI UNIVERSITY OF TECHNOLOGY

PROCESS MODELING METHODS

Page 11: Business Process Modeling and Standards - · PDF fileBPMN (Business Process Modeling Notation) SoberIT Software Business and Engineering Institute Activity Diagram Flowchart like diagram

SoberITSoftware Business and Engineering Institute

Process Modeling Methods

� Process Map

� Value Chain Analysis

� Process Models

� UML Activity Diagram

HELSINKI UNIVERSITY OF TECHNOLOGY

� UML Activity Diagram

� Business Process Modeling Notation (BPMN)

� (Extended) Event-driven Process Chain (EPC/eEPC)

� Function Allocation Diagram (FAD)

� ICAM Definition 0 (IDEF0)

Page 12: Business Process Modeling and Standards - · PDF fileBPMN (Business Process Modeling Notation) SoberIT Software Business and Engineering Institute Activity Diagram Flowchart like diagram

SoberITSoftware Business and Engineering Institute

Process Map

� Describes the core functions and core processes of an (extended) enterprise

� Does not provide a solution but a management tool for re-engineering

Operations

HELSINKI UNIVERSITY OF TECHNOLOGY

tool for re-engineeringOperations

Operations support

Customer relationship management

Service management

Resource management

Supplier relationship management

Fulfillment Assurance Billing

Page 13: Business Process Modeling and Standards - · PDF fileBPMN (Business Process Modeling Notation) SoberIT Software Business and Engineering Institute Activity Diagram Flowchart like diagram

SoberITSoftware Business and Engineering Institute

Value Chain Analysis

� Basic method for modeling the core processes

� Starting point for identifying various opportunities and consequences

� Wide perspective

HELSINKI UNIVERSITY OF TECHNOLOGY

� Wide perspective

� Represents holistic systems thinking

� Particularly suitable for inter-organizational logistic processes

Page 14: Business Process Modeling and Standards - · PDF fileBPMN (Business Process Modeling Notation) SoberIT Software Business and Engineering Institute Activity Diagram Flowchart like diagram

SoberITSoftware Business and Engineering Institute

Process Models

� Depict the process flow as a series of activities

� Two levels� Free-form: basis for defining metrics

HELSINKI UNIVERSITY OF TECHNOLOGY

� Free-form: basis for defining metrics

� Standard: basis for subsequent implementation

� Two standard notations� UML Activity Diagrams

� BPMN (Business Process Modeling Notation)

Page 15: Business Process Modeling and Standards - · PDF fileBPMN (Business Process Modeling Notation) SoberIT Software Business and Engineering Institute Activity Diagram Flowchart like diagram

SoberITSoftware Business and Engineering Institute

Activity Diagram

� Flowchart like diagram that also allows depiction of parallel processing

HELSINKI UNIVERSITY OF TECHNOLOGY

of parallel processing

� Can be used to define business processes but is not specifically designed for the purpose

Page 16: Business Process Modeling and Standards - · PDF fileBPMN (Business Process Modeling Notation) SoberIT Software Business and Engineering Institute Activity Diagram Flowchart like diagram

SoberITSoftware Business and Engineering Institute

Business Process Modeling Notation (BPMN)

� New notation standard for specifically depicting business processes

� Best practices from prior notations

� Only one diagram type

HELSINKI UNIVERSITY OF TECHNOLOGY

� Only one diagram type

Page 17: Business Process Modeling and Standards - · PDF fileBPMN (Business Process Modeling Notation) SoberIT Software Business and Engineering Institute Activity Diagram Flowchart like diagram

SoberITSoftware Business and Engineering Institute

UML vs. BPMN

UML BPMN

12 distinct diagram types Only one diagram type

HELSINKI UNIVERSITY OF TECHNOLOGY

Used by system architects

and software engineers

Used by business analysts

Objects as first-class

citizens

Processes as first-class

citizens

Page 18: Business Process Modeling and Standards - · PDF fileBPMN (Business Process Modeling Notation) SoberIT Software Business and Engineering Institute Activity Diagram Flowchart like diagram

SoberITSoftware Business and Engineering Institute

Event Driven Process Chain

� Describes triggering events, functions and rules

HELSINKI UNIVERSITY OF TECHNOLOGY

� Underlies IDS ScheerARIS

� Widely used in business reference models

Page 19: Business Process Modeling and Standards - · PDF fileBPMN (Business Process Modeling Notation) SoberIT Software Business and Engineering Institute Activity Diagram Flowchart like diagram

SoberITSoftware Business and Engineering Institute

Extended Event-Driven Process Chain

HELSINKI UNIVERSITY OF TECHNOLOGY

� Like EPC but also shows the resources used

Page 20: Business Process Modeling and Standards - · PDF fileBPMN (Business Process Modeling Notation) SoberIT Software Business and Engineering Institute Activity Diagram Flowchart like diagram

SoberITSoftware Business and Engineering Institute

Function Allocation Diagram

� Shows the resources allocated to each function

HELSINKI UNIVERSITY OF TECHNOLOGY

Page 21: Business Process Modeling and Standards - · PDF fileBPMN (Business Process Modeling Notation) SoberIT Software Business and Engineering Institute Activity Diagram Flowchart like diagram

SoberITSoftware Business and Engineering Institute

IDEF0

� Decomposes the process model to the level of individual activities

HELSINKI UNIVERSITY OF TECHNOLOGY

� Shows process logic, input and output

Page 22: Business Process Modeling and Standards - · PDF fileBPMN (Business Process Modeling Notation) SoberIT Software Business and Engineering Institute Activity Diagram Flowchart like diagram

SoberITSoftware Business and Engineering Institute

HELSINKI UNIVERSITY OF TECHNOLOGY

MODELING BUSINESS PROCESSES IN BPMN

Page 23: Business Process Modeling and Standards - · PDF fileBPMN (Business Process Modeling Notation) SoberIT Software Business and Engineering Institute Activity Diagram Flowchart like diagram

SoberITSoftware Business and Engineering Institute

Modeling Business Processes in BPMN

HELSINKI UNIVERSITY OF TECHNOLOGY

� Four basic categories of elements:

� Flow Objects: event, activity, gateway

� Connecting Objects: sequence flow, message flow, association

� Swimlanes: pool, lane

� Artifacts: data object, group, annotation

Page 24: Business Process Modeling and Standards - · PDF fileBPMN (Business Process Modeling Notation) SoberIT Software Business and Engineering Institute Activity Diagram Flowchart like diagram

SoberITSoftware Business and Engineering Institute

BPMN Event

� Event: Something that happens during the course of a business process

� Notation is a circle:

� Affects flow of the process and usually has a

HELSINKI UNIVERSITY OF TECHNOLOGY

� Affects flow of the process and usually has a cause (trigger) or an impact (result)

� Flow Dimensions:

� Start

� Intermediate

� End

Page 25: Business Process Modeling and Standards - · PDF fileBPMN (Business Process Modeling Notation) SoberIT Software Business and Engineering Institute Activity Diagram Flowchart like diagram

SoberITSoftware Business and Engineering Institute

BPMN Event — Type Dimension

� Most Start and Intermediate Events have “Triggers”

� Most End Events define a

HELSINKI UNIVERSITY OF TECHNOLOGY

� Most End Events define a “Result”

Page 26: Business Process Modeling and Standards - · PDF fileBPMN (Business Process Modeling Notation) SoberIT Software Business and Engineering Institute Activity Diagram Flowchart like diagram

SoberITSoftware Business and Engineering Institute

BPMN Activity

� Activity: Work performed

� Can be atomic or non-atomic (compound)

� Types of activities:

� Task

HELSINKI UNIVERSITY OF TECHNOLOGY

� Task

� Sub-Process

� Process

� Notation is a rounded rectangle for Tasks and Sub-Processes

� Processes are unbounded or contained within a pool

Page 27: Business Process Modeling and Standards - · PDF fileBPMN (Business Process Modeling Notation) SoberIT Software Business and Engineering Institute Activity Diagram Flowchart like diagram

SoberITSoftware Business and Engineering Institute

Task Markers

� BPMN specifies three types of markers for Task: a Loop Marker or a Multiple Instance Marker and a Compensation Marker. A Task may have one or two of these markers.

HELSINKI UNIVERSITY OF TECHNOLOGY

two of these markers.

Page 28: Business Process Modeling and Standards - · PDF fileBPMN (Business Process Modeling Notation) SoberIT Software Business and Engineering Institute Activity Diagram Flowchart like diagram

SoberITSoftware Business and Engineering Institute

BPMN Gateway

� Gateway: Controls the divergence and convergence of Sequence Flow

HELSINKI UNIVERSITY OF TECHNOLOGY

Sequence Flow

� Notation is a diamond

� Internal Markers will indicate the type of behavior control

Page 29: Business Process Modeling and Standards - · PDF fileBPMN (Business Process Modeling Notation) SoberIT Software Business and Engineering Institute Activity Diagram Flowchart like diagram

SoberITSoftware Business and Engineering Institute

Exclusive Data-Based Decision

HELSINKI UNIVERSITY OF TECHNOLOGY

Page 30: Business Process Modeling and Standards - · PDF fileBPMN (Business Process Modeling Notation) SoberIT Software Business and Engineering Institute Activity Diagram Flowchart like diagram

SoberITSoftware Business and Engineering Institute

Exclusive Gateway Merging the Sequence Flow (Prior To an Parallel Gateway)

HELSINKI UNIVERSITY OF TECHNOLOGY

Page 31: Business Process Modeling and Standards - · PDF fileBPMN (Business Process Modeling Notation) SoberIT Software Business and Engineering Institute Activity Diagram Flowchart like diagram

SoberITSoftware Business and Engineering Institute

Event-Based Decision

HELSINKI UNIVERSITY OF TECHNOLOGY

Page 32: Business Process Modeling and Standards - · PDF fileBPMN (Business Process Modeling Notation) SoberIT Software Business and Engineering Institute Activity Diagram Flowchart like diagram

SoberITSoftware Business and Engineering Institute

Inclusive Decision

Using an OR Gateway

HELSINKI UNIVERSITY OF TECHNOLOGY

Using Conditional Sequence Flow

Page 33: Business Process Modeling and Standards - · PDF fileBPMN (Business Process Modeling Notation) SoberIT Software Business and Engineering Institute Activity Diagram Flowchart like diagram

SoberITSoftware Business and Engineering Institute

Complex Gateway

HELSINKI UNIVERSITY OF TECHNOLOGY

Page 34: Business Process Modeling and Standards - · PDF fileBPMN (Business Process Modeling Notation) SoberIT Software Business and Engineering Institute Activity Diagram Flowchart like diagram

SoberITSoftware Business and Engineering Institute

Parallel Gateway

HELSINKI UNIVERSITY OF TECHNOLOGY

Page 35: Business Process Modeling and Standards - · PDF fileBPMN (Business Process Modeling Notation) SoberIT Software Business and Engineering Institute Activity Diagram Flowchart like diagram

SoberITSoftware Business and Engineering Institute

BPMN Connector Objects

� Normal Flow

� Uncontrolled Flow

� Conditional Flow

Default Flow

HELSINKI UNIVERSITY OF TECHNOLOGY

� Default Flow

� Exception Flow

� Message Flow

� Compensation Association

Page 36: Business Process Modeling and Standards - · PDF fileBPMN (Business Process Modeling Notation) SoberIT Software Business and Engineering Institute Activity Diagram Flowchart like diagram

SoberITSoftware Business and Engineering Institute

BPMN Pools and Lanes

� Pools and Lanes are used to group the primary modeling elements through ”Swimlanes”

� Pool

HELSINKI UNIVERSITY OF TECHNOLOGY

� Represents a Participant in a Process

� Usually used in a B2B context

� Lane

� A sub-partition within a Pool

� Is used to organize and categorize activities

Page 37: Business Process Modeling and Standards - · PDF fileBPMN (Business Process Modeling Notation) SoberIT Software Business and Engineering Institute Activity Diagram Flowchart like diagram

SoberITSoftware Business and Engineering Institute

Message Flow Connecting Pool Boundaries and Flow Objects

HELSINKI UNIVERSITY OF TECHNOLOGY

Page 38: Business Process Modeling and Standards - · PDF fileBPMN (Business Process Modeling Notation) SoberIT Software Business and Engineering Institute Activity Diagram Flowchart like diagram

SoberITSoftware Business and Engineering Institute

Other BPMN Objects

� Data Object

� Provides information about what activities require to be performed and/or what they produce

� Transaction

HELSINKI UNIVERSITY OF TECHNOLOGY

� A Sub-Process in which all parties involved have a complete agreement that the activity should be completed or cancelled

� Group

� Groups activities for documentation or analysis purposes

Page 39: Business Process Modeling and Standards - · PDF fileBPMN (Business Process Modeling Notation) SoberIT Software Business and Engineering Institute Activity Diagram Flowchart like diagram

SoberITSoftware Business and Engineering Institute

Data Objects Shown as Inputs and Outputs

HELSINKI UNIVERSITY OF TECHNOLOGY

Page 40: Business Process Modeling and Standards - · PDF fileBPMN (Business Process Modeling Notation) SoberIT Software Business and Engineering Institute Activity Diagram Flowchart like diagram

SoberITSoftware Business and Engineering Institute

A Transaction Expanded Sub-Process

HELSINKI UNIVERSITY OF TECHNOLOGY

Page 41: Business Process Modeling and Standards - · PDF fileBPMN (Business Process Modeling Notation) SoberIT Software Business and Engineering Institute Activity Diagram Flowchart like diagram

SoberITSoftware Business and Engineering Institute

A Group Around Activities in Different Pools

HELSINKI UNIVERSITY OF TECHNOLOGY

Page 42: Business Process Modeling and Standards - · PDF fileBPMN (Business Process Modeling Notation) SoberIT Software Business and Engineering Institute Activity Diagram Flowchart like diagram

SoberITSoftware Business and Engineering Institute

Other BPMN Objects (2)

� Off-Page Connector

� Shows where the Sequence Flow leaves one page and restarts on the next page

� Association

Used to associate text and

HELSINKI UNIVERSITY OF TECHNOLOGY

� Used to associate text and graphical information with Flow Objects

� Text Annotation

� A mechanism for providing additional information

� Attached with an Association