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Marcello La Rosa & Marlon Dumas Queensland University of Technology, University of Tartu [email protected] , [email protected] Part II: the “last mile”

Queensland University of Technology, University of Tartu [email protected], [email protected] Part II: the last mile

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Page 1: Queensland University of Technology, University of Tartu m.larosa@qut.edu.au, marlon.dumas@ut.ee Part II: the last mile

Marcello La Rosa & Marlon DumasQueensland University of Technology, University of [email protected], [email protected]

Part II: the “last mile”

Page 2: Queensland University of Technology, University of Tartu m.larosa@qut.edu.au, marlon.dumas@ut.ee Part II: the last mile

Bridging the gap: one task at a time

1. Identify the automation boundaries2. Review manual tasks3. Complete the process model4. Adjust task granularity5. Specify execution properties

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Page 3: Queensland University of Technology, University of Tartu m.larosa@qut.edu.au, marlon.dumas@ut.ee Part II: the last mile

5. Specify execution properties

-> Process variables, messages, signals, errors-> Task and event variables and their mappings to process variables-> Service details-> Code snippets-> Participant assignment rules and user interface structure-> Task, event and sequence flow expressions-> BPMS-specific: work queues, forms, connectors…

Page 4: Queensland University of Technology, University of Tartu m.larosa@qut.edu.au, marlon.dumas@ut.ee Part II: the last mile

Let‘s take a step back: BPMSs

Page 5: Queensland University of Technology, University of Tartu m.larosa@qut.edu.au, marlon.dumas@ut.ee Part II: the last mile

Business Process Management System

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Page 6: Queensland University of Technology, University of Tartu m.larosa@qut.edu.au, marlon.dumas@ut.ee Part II: the last mile

Process modeling tool

• To create and modify executable process models (by specifying execution properties)

• To store and retrieve automation solutions from a process model repository

• May import from conceptual process modeling tools

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Page 7: Queensland University of Technology, University of Tartu m.larosa@qut.edu.au, marlon.dumas@ut.ee Part II: the last mile

Example process modeling tools

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Bonita Soft Bonita Open SolutionIBM Business Process Manager

Page 8: Queensland University of Technology, University of Tartu m.larosa@qut.edu.au, marlon.dumas@ut.ee Part II: the last mile

Execution Engine

• Instantiates executable process models (also called “cases”)• Orchestrates distribution of work items to process participants

and software services in order to execute a business process from start to end

• Logs execution data

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Page 9: Queensland University of Technology, University of Tartu m.larosa@qut.edu.au, marlon.dumas@ut.ee Part II: the last mile

Worklist Handler

• Imagine it as an “inbox”• Offers work items to process participants and allows

participants to commit to these work items• Handles participants’ work queues and work item priorities• May provide social network capabilities

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Page 10: Queensland University of Technology, University of Tartu m.larosa@qut.edu.au, marlon.dumas@ut.ee Part II: the last mile

Example worklist handlers

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Bonita Soft Bonita Open Solution

Page 11: Queensland University of Technology, University of Tartu m.larosa@qut.edu.au, marlon.dumas@ut.ee Part II: the last mile

Administration & Monitoring Tools

• To manage automation solutions• To configure access to system components• To monitor participants availability and performance of

process cases

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Page 12: Queensland University of Technology, University of Tartu m.larosa@qut.edu.au, marlon.dumas@ut.ee Part II: the last mile

Example monitoring & administration tools

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IBM BPM Process Admin Console

IBM BPM Process Portal

Perspective BPMOne

Page 13: Queensland University of Technology, University of Tartu m.larosa@qut.edu.au, marlon.dumas@ut.ee Part II: the last mile

External Services

• Expose a service interface with which the engine can interact • The engine provides the invoked service with the necessary

data it will need to perform the activity for a specific case• Examples: rules engine, email or Twitter notification, DB

connector, CRM connector…

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Page 14: Queensland University of Technology, University of Tartu m.larosa@qut.edu.au, marlon.dumas@ut.ee Part II: the last mile

Example external services

14Bosch Visual Rules editor

Page 15: Queensland University of Technology, University of Tartu m.larosa@qut.edu.au, marlon.dumas@ut.ee Part II: the last mile

Evolution of the BPMS Landscape

© BPTrends 15

Page 16: Queensland University of Technology, University of Tartu m.larosa@qut.edu.au, marlon.dumas@ut.ee Part II: the last mile

BPMS Landscape

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Big vendors

• IBM BPM• Oracle BPMS• Microsoft

BizTalk, Wf• SAP NetWeaver

BPM• Software AG

webMethods• Pagaystems

PegaRULES

Otherclosed-source

• Appian BPMS• BizAgi BPM Suite• Bosch inubit

Suite• OpenTex tBPM• Perceptive

BPMONe• Progress Savvion• TIBCO

ActiveMatrix BPM

Commercial open-source

• Bonita Open Solution

• Camunda Fox• Intalio|BPM• JBoss jBPM

Community open-source

• Shark• YAWL

Page 17: Queensland University of Technology, University of Tartu m.larosa@qut.edu.au, marlon.dumas@ut.ee Part II: the last mile

BPMS classification according to BPMN support

1. Pure BPMN: (re)designed from the ground up to follow the spec to the letter• IBM BPM, Appian BPMS, Camunda Fox

2. Adapted BPMN: use a BPMN skin but rely on internal representation – predate BPMN• Bonita Open Solution, BizAgi BPM Suite

3. Non BPMN: proprietary language and semantics• Bosch inubit Suite, BPMOne, YAWL

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Page 18: Queensland University of Technology, University of Tartu m.larosa@qut.edu.au, marlon.dumas@ut.ee Part II: the last mile

Let‘s take a look at a concrete BPMS

Page 19: Queensland University of Technology, University of Tartu m.larosa@qut.edu.au, marlon.dumas@ut.ee Part II: the last mile

Cheat sheet

1. Control flow2. Data flow3. Resources

> specify sequence flow expressions…> specify data types and data mappings

> specify participants assignment rules, service details...

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ERP

Senior Finance Officer

FinanceDepartment

Check Invoice

Mismatches

Enter InvoiceDetails

mismatch exists

no mismatches

Block Invoice

Invoice received

Invoice posted

Post Invoice

Invoice blocked

Invoice InvoiceReport

InvoiceInvoice DB

Page 20: Queensland University of Technology, University of Tartu m.larosa@qut.edu.au, marlon.dumas@ut.ee Part II: the last mile

• Long-awaited BPM textbook• Covers the entire BPM lifecycle• Running examples & questions• 100+ exercises with and without

solutions• Based on BPMN• Available as Springer eBook,

Apple iBook, Amazon…• Chinese translation coming

soon

Want to know more?

Page 21: Queensland University of Technology, University of Tartu m.larosa@qut.edu.au, marlon.dumas@ut.ee Part II: the last mile

http://fundamentals-of-bpm.org

• Lecture notes• A/V recordings• Quizzes• Tutorials• and more…

Page 22: Queensland University of Technology, University of Tartu m.larosa@qut.edu.au, marlon.dumas@ut.ee Part II: the last mile

Marcello La Rosa & Marlon DumasQueensland University of Technology, University of [email protected], [email protected]

That’s it!