Category: Business Process


BPMN™ in Action!

By Tim Stephenson,

Monday, June 22, 2020 – 16:00 – 17:30

This year’s Business Process interchange demonstration is today – almost 10 years to the day since the current major version of BPMN was first published. We will showcase a digital transformation using a wide range of tools for both modelling and automation.

More information and free registration here BPMN™ IN ACTION! Object Management Group® (OMG®) cordially invites Business Process Modeling practitioners and interested parties to attend this free innovative demo of BPMN in Action! Leading software vendors will demonstrate live the iterative elaboration and interchange of a Business Process Model and Notation™ (BPMN) model using their respective tools that implement the BPMN standard. This is the perfect opportunity ask questions of the creators and innovators supporting this most widely adopted business process standard.

To view the participating vendors, click here. For more information about the upcoming OMG 2020 Q2 meeting, click here.

Object Management Group® (OMG®) is an international, open membership, not-for-profit computer industry standards consortium. OMG Task Forces develop enterprise integration standards for a wide range of technologies and an even wider range of industries. OMG standards enable powerful visual design, execution and maintenance of software and other processes.

Getting on the front foot: A structured approach to Digital Process Automation

By Tim Stephenson,

First published on Zaizi.com

Last time we looked at how you can take a bottom-up approach with Digital Process Automation (DPA) to control your legacy systems. Now we’ll turn our attention to using it pro-actively — taking a top-down approach and creating a roadmap to completely revolutionise your processes.

Just as we are starting to see digital natives enter the workforce, we are also seeing a younger generation of business analysts and leaders exposed to Business Process Model and Notation (BPMN) in their education. So how do BPMN and DPA relate?

 BPMN – the face of DPA

BPMN has a simplicity that belies its power. Starting with a few basic shapes easily sketched during whiteboard discussions, it can provide a precision that minimises misunderstanding. Given that the majority of us are visual thinkers, it is ideally placed to be the common language to bridge the gap between service owners (responsible business users) and technologists.

Whilst it is easy to draw shapes, it is imperative to have some structure for any process overhaul to get the best out of DPA.

Different organisations are, well, different. How you embark on your very first process automation journey will be different to how you evolve your approach when your confidence in the discipline grows.

Wherever you are on your understanding, what follows provides a good template

The three levels of process modelling

Start with the ‘End-to-end’ view

The top process should describe a single value-chain (which we could describe as Level 1). In other words, from the time that a user starts trying to do something to the time they have successfully achieved it. The other aspect to a value-chain is that it’s abstract, it doesn’t go into every detail but just the key milestones. In particular, at this stage you should leave out any complexities introduced by unexpected events or having to go back around a particular loop.

Focus on your front line staff

Next, look at one stage of your end-to-end process,  drill down into how that actually gets done. Look at the individual tasks that your people do. For example, “when we receive this, we need to do that”. Here you need to understand what happens when something goes wrong and if there is rework required. 

This is your ‘Level 2’ process. You’ll have a whole collection of them each tackling one step in your value chain.

Depending on how complex Level 2 is, you may also want to push some of the details down into a Level 2b. For this introductory article, we don’t need to concern ourselves with that.

Look at how your systems contribute

Your front line staff probably have a whole range of systems and knowledge sources that they use to support their decision making. These may be databases and fulfilment systems that they have to update to perform part of a task or it could be offline systems such as a book of regulations or policies that they need to refer to know how to act in different circumstances.

The way these systems are integrated into what people do can be seen as Level 3 processes. If you’ve been reading since the first blog about legacy transformation and APIs, this is where it all comes together. These Level 3 processes are where we make use of those APIs. This is how DPA allows you to make legacy modernisation a practical proposition.

So that’s the approach. We’ve not gone into any details of BPMN but creating each of these three levels of process is a collaborative task very possibly done in front of a whiteboard and leans heavily on BPMN as our common language of all stakeholders.

BPMN Interchange takes on Data Objects and Call Activities

By Tim Stephenson,

BPMN process map divided into segments performed by each tool

Amazing to think this is the fifth year of the BPMN Model Interchange Working Group (MIWG). Yesterday as the annual demonstration and once again there was a room full of BPMN practitioners and vendors as well as a live stream. The demonstration took the form of ten vendors each modelling an additional part on top of the previous tool’s contribution. In other words at each handover the model was interchanged between two tools carrying forward all standard model elements and vendor extensions.

The scenario required a customer data object to be used by numerous tasks. For those unfamiliar with this aspect of BPMN, this requires a single, non-visual, Data Object to be contained in the model and several, visual, Data Object References to be placed on the diagram and linked with the task consuming them. Each Data Object Reference is typically assigned a state that describes what is expected at that point in the process. 

Excerpt of process model and the property sheet for the selected Data Object Reference
Data Object Reference and underlying Data Object it refers to.

A Call Activity is a vital construct that allows process reuse. This scenario showed separate tools creating the called and calling process and a third connecting them together.

Excerpt of process model showing callActivity and process called
Call activity invokes independent process

And this is the called process

This marked a milestone year for KnowProcess as Tim demoed the process modeller modifying processes as opposed to viewing and executing models created in other tools for the first time. More on that in a future post. For now here is the completed process re-imported into KnowProcess.

2018 BPMN MIWG scenario in full
2018 BPMN MIWG scenario in full

Watch the live stream recording, with all the ‘fun’ of co-ordinating participants in 10 countries in real time below.

BPMN in Action: BPMN MIWG Capability Demonstration Seattle 2018

Who wants ‘cloud-native’ business process?

By ,

No, not link-baiting on the perils of putting your important business process into the cloud but actually a question. For a couple of years (at least) it has been clear that ‘modern’ applications are being built with the set of technologies loosely termed ‘HTML5’. And most BPM suites have responded lately with a RESTful API. But it always feels to me that these are traditional enterprise applications wrapped in a light sprinkling of cloudy fairy dust.

Where are the tools that support genuine ‘business processes’ to be integrated with lightweight micro-sites by my existing web agency? Where are the data-binding tools that allow me to use messages triggered from standard HTML pages to control process-driven applications? Where the dynamically scalable, utility computing platform that can host my BPMN models? Which suite lets me tell it the task or project management tool where I want my user tasks to show up? If you too have been hunting, read on…

For some time now KnowProcess has been delivering projects that rely on the features above married with HTML 5 features like offline use, localStorage and richer form validation. We picked our favourite open source BPM engine and gradually built the infrastructure around it to make a BPMS worthy of being termed a cloud-native. A couple of examples: Syncapt is performing a number of marketing automation such as lead management and customer care follow ups. Trakeo is helping of organisations reduce their environmental and social impacts within the complex environments of statutory and voluntary regulation.

Now at last we’re getting around to making it available as a stand-alone service. You’ll be able to create an account and immediately start using the built in processes. And of course you’ll be able to deploy your own too using our built in service tasks. There’s a little way to go yet, sorting out the developer documentation and so on but if it sounds interesting why not get in touch and we’ll get you on the early adopter programme: info (at) knowprocess.com or @knowprocess

Oh, how much does it cost you say? True to its cloud pedigree, it will be a freemium model so expect a small use-based subscription for the service. We owe a lot to existing open source projects and if you want you’ll be able to deploy it yourself on your own kit you’ll be able to though of course we feel you’ll miss much of the benefit that way. The plan is to find an open source home for it soon, perhaps even within an existing project.

 

Simplifying BPM and the zero code hypothesis, themes from #BPMNext

By ,

A week now since I got back from BPMNext and I’m still buzzing with the seeds of ideas planted there. First up, I felt motivated to write on the recurrent theme on how to ‘simplify BPM’ and its cousin ‘Zero-Coding’ applications. The latter remains as controversial as ever and perhaps always will so I think I’ll state up front my agreement with Scott Francis’ diplomatic conclusion in his piece on ‘the zero code hypothesis’ that:
It looks like those of us writing code will have some work to do for a few more years yet.
But there are two important corollaries to this hypothesis that I think worthy of mention.
‘Zero code’ is often a short-hand for “empowering ‘real’ users who are unfamiliar with code”. And that is both a worthy and necessary goal. After all, the days when a genius such as Isaac Newton could reach the pinnacle of several fields in one lifetime are long behind us. In the modern world we are all specialists. So if we believe BPM suites are powerful tools for managing our work then we need to strive to make them available to experts in all manner of fields. Let’s not give up on ‘zero code’ whilst acknowledging the limitations of our best efforts to date.
Looking back over BPMNext, we saw some examples of how we can already allow these ‘real’ users to solve some of the simpler problems. For example: the first speaker was Brian Reale of Colossa showing how with 10 minutes and no design environment he could create effective mobile data capture tools to compliment more traditional BPM installs. Not the only use for ProcessMaker, but a sweet spot that makes sense to me. At almost the other end of the conference we saw Keith Swenson show cognoscenti’s implementation of what he terms a ‘Personal Assistant’ starting to automate simple and repetitive work without getting in the way of the expert user. And others too showed how some part of what we traditionally call BPM can be placed in the hands of non-coders.
Secondly, the best of these higher-level tools allow those that are coders to be dramatically more productive. This is why I got into BPM in the first place: rather than forcing users to cobble together a coherent workflow from spreadsheets, post-it notes and highly specialised desktop applications we can smoothly hand work from one person to the next and optimise whatever makes sense to within the clear boundary of a service task on a BPMN diagram.
Not least amongst this category is BP3’s own Brazos UI framework for providing responsive UIs specifically for interacting with RESTful BPM servers. And whilst it is undoubtedly early days, camunda sponsored BPMN.io shows promise to allow a truly capable and embeddable tool for presenting, annotating and even authoring business processes. Plus @JakobFreund gets kudos for shameless geekery – laugh-out-loud! Two projects I will follow with interest.
The current trend for specialised web applications that do one thing really well and offer APIs to access their functionality is truly the opportunity for BPM to ‘cross-the-chasm’ that Paul Harmon spoke of in his keynote at last year’s BPMNext. And one I am busy working on at Syncapt. But that sounds like another post….

BPMN Interchange Demo at OMG Technical Meeting and bpmNEXT

By ,

I am pleased to be demoing Activiti and Yaoqiang process modeling tools as part of the following event.

BPMN MIWG Logo Do you need to move your business process models from one tool to another as part of your process improvement lifecycle? Would you like to learn more about BPMN interoperability and how BPMN can benefit your organization? Interested in meeting BPMN experts and being among the first to know about current and future technologies in business process modeling and automation?

A live demonstration of BPMN Model Interchange will concurrently take place during the OMG Technical Meeting and bpmNEXT. Sign up for either event to witness this demonstration in person.

The event will be hosted by Denis Gagne of OMG BPMN Model Interchange Working Group (BPMN MIWG) featuring a multitude of BPMN-based tools and platforms. Do not miss the opportunity to see a smooth and complete interchange of process models between leading software vendors.

Cannot make it? Then join the live stream of the interchange demo via this link: Live-Stream

Participants of the demonstration include:

At a glance:
Live Stream

Register for the Live Stream

Provided by the Business Process Incubator

bpmNEXT

When: March 25th-27th, 2014
Where: Asilomar Conference Grounds
800 Asilomar Ave, Pacific Grove, CA 93950, United States
Interchange Demo: March 26th, 2014 at 11:00hrs (PT)

OMG technical meeting

When: March 24th-28th, 2014
Where: Hyatt Regency Reston
Lake Thoreau room (2nd floor)
1800 Presidents Street, Reston, VA 20190
Interchange Demo: March 26th, 2014 at 14:00hrs (ET)

bpmNEXT will showcase what’s next in the area of business process management from 25-27 march. Witness the latest developments in the BPM area and see how to ensure your organization’s ability with the commitment to standards, interoperability and sustainability. Learn how to continue to use the systems and technologies you currently have in place and be ahead with future technologies. Find more information about the program and the speakers at the bpmNEXT website.The OMG technical meeting on 24-28 march brings together IT architects, business analysts and government experts as well as vendors and end users. Every meeting is a great opportunity to meet and network with these experts and to get a firsthand insight about how to influence the direction of future standards. Connect directly with standards specialists of the tech industry, and learn about the future landscape of enterprise technologies. Find more information on the OMG website, and save the date now!

Berlin, Business Process – and a Fish Tank

By ,

This Wednesday I had the pleasure of visiting Berlin on a gorgeous summer’s day to join the other members of the OMG’s BPMN Model Interchange Working Group. As you might surmise from the name, the main objective for the group is to make a reality of BPMN model interchange. And if you’ve had cause to exchange models between tools you will know this is quite a quest though hopefully a noble one.

It should be said up front that this work is still in its early stages: assembling a set of test cases that exhibit visual features, the conformance classes and ultimately the exchange of executable models. Another piece of work under way is to create tools that automate comparison of different vendors’ models. In time it should be possible for everyone to use these tools to evaluate and self-certify their own products.

The morning was filled with the glamorous business of poring over specifications, spreadsheets and so on, son in the afternoon we decided we were in need of some light relief! No it was not an early exit to the bar but rather a practical test of the current state of the art. We were able to assemble a chain of 5 modelling tools that each elaborated on a single process model and then with further elaboration executed it.

It should be said that this was not the most complex process known to man but neither was it a ‘tame’ one defined for the purpose. It is, in fact, a pre-existing process used by one of the participants. Well judge for yourself…

This executable model was returned to the first modelling tool where we could see the proprietary executions extensions were preserved though the first tool had no knowledge of them.

We recorded the session and hope to provide a short video summary shortly.

Also on Wednesday as it happened, the Activiti team made a new release and as you can see on Tijs’ blog a key highlight of this release is a dramatically reworked REST interface. So curiosity forced me to see if I could import the executable model using that new API – and indeed I was able to but I think I’ll save the details for a separate post as this is quite long enough.

So what was that about the fish tank? Ah yes, quite the most remarkable lift I’ve seen in the conference hotel. And yes, that is a scuba diver about half way down.

Now THAT'S a fish tank

Now THAT’S a fish tank

Reflections on BPMNext

By ,

So before it is all completely stale I thought I’d review an exhilarating couple of days at BPMNext last week. Thanks to Bruce Silver and Nathaniel Palmer for coming up with a great format: short and snappy and with genuine innovations not only described but displayed. I think 30 minutes rather than the more common 45 or 50 minutes made everyone hone their message and spare us the filler slides. And in an environment filled with people clearly passionate about BPM and wanting to move the industry on. Paul Harmon’s keynote that BPM is yet to ‘cross the chasm’ to widespread adoption set the tone and the challenge for us to finally reach the point that both business and technology people can look at one solution and agree that it indeed solves the problem to hand.

As the name implies the ideas and products on show are not all ready for prime time but without exception everyone provided something requiring and worthy of further thought.

Modeling and beyond

Fluxicon had what could have been the hard job of starting the first day but Anne and Christian certainly made it look a breeze (pun intended) with their example of how 19th century sailors learned to mine the data of their predecessors for the best routes. The demo showed how easily a prepared data set can be loaded into their DISCO tool and manipulated to zoom in on areas causing bottlenecks and other undesirables with an easy swoosh of a slider here and there.

Peopleserv had an interesting take on the under-represented area of resource management and work allocation. With a minimalist model consisting of nested spheres, Roy Altman showed how to create a master hub of all organisational structure, not merely the obvious ones like reporting lines. This model can be populated from as many sources as necessitated by the way it is scattered across existing systems and then queried as a simple web service for inclusion in all applications that need it.

Gero probably gets the prize for best toys in his presentation on process modeling with a camera box that observed and responded to his hands (and on one occasion head!) to select and modify items in the Signavio browser-based modeling tool. He also showed speech control paired with language analysis (English and German) to specify a sequence of tasks and correct stylistic mistakes such as from ‘Purchased Items’ to ‘Purchase Items’.

ITP Commerce demonstrated a repository-wide analysis that was capable of applying a variety of quality measures such as BPMN-I and Bruce’s ‘Method and Style‘ conventions to produce a super-concise R.A.G. report that I could see being very helpful to drive continuous improvement. And who could not relate to Stephan’s quip that when it comes to defining what ‘good’ processes are we should of course look to the BPMN2 spec, shouldn’t we? ‘No, not really’ 🙂

Integration

John Reynolds (IBM) had a great presentation comparing how business process needs to be modifiable just as actors may ad-lib on stage and even weave those ad-libs into future performances. And crucially this ad-libbing depends on a very data-centric view of process that I too feel tends to be neglected. I presume that to anyone who’s been following the case management debate the parallels are obvious…

Lloyd Dugan and Mohamed Keshk elucidated on how SCA stubs can be generated from the simple process and data interfaces of BPMN models to bootstrap an Enterprise Architecture of composible and policy-governed components. Extra geek points for the command line demo guys!

Jakob Freund of Camunda memorably poked fun at zero-coding BPM solutions with the line that it was a lot of fun to see a business analyst try to wire up a web service – but not for the BA! His thesis was that business and IT are best left in their own favoured tools and to leave Camunda Cycle to synchronise all the details between the two. Certainly Bruce was impressed.

Social and mobile

Scott Francis of BP3 got in the first mention of responsive design in his session on the state of the mobile nation. Current mobile BPM can fall into the trap of being a firehose of many different things all jammed into the same task-duedate-priority mould – and we already have that, it’s called email. And I have to say that using IBM Process Designer ‘coach’ view (forms design) with their own UI rendering provided a compelling tool chain for integrating BPMS into a mobile line-of-business app suitable for a variety of devices.

OpenText were notably a vendor who had turned up in force. Their ‘touch’ initiative looks to have a full suite of social features integrated within the process client (rather than the outside-in approach of BP3 or TidalWave) but for a certain class of enterprise users I can see that being more comfortable.

Bonitasoft also presented the outside-in approach demonstrating how Chatter could deliver all task notifications to the chatter-stream. Processing them was just a click through to the specific task’s form. And if Chatter is not your preferred social app my bet is that with 300 connectors they’ve probably got the one you’re looking for.

Webratio showed their novel model-driven application tooling using BPMN for the macro process definition and introduced me to WebML (now being standardised as IFML at OMG) for composing the application interface and logic visually. I’d really like to look into this further but Emanuele Molteni raised the tantalising prospect to have blended these two modeling languages to build fully-visual applications. And of course the best-in-show app was written in this tool so watch out for that when the videos are published for wider voting shortly.

TidalWave pushed the theme that social apps need to be running in their user’s native world by showing how business interactions could be projected from their BPMS into Facebook. Of course that’s not every user’s habitat but for those that it is – perfect! Joel Garcia also pointed out the benefits of OAuth not only as an authentication mechanism but also a means to start to build up an integrated view of the user’s interests.

Analytical

Robert Shapiro of Process Analytica showed us both replay of historical behaviour and forward-looking simulation of a process in order to optimise resourcing levels. This optimisation is able to chase one goal such as reduced idle time whilst taking account of other constraining factors such as SLAs. Though it predates the BPSim specification this tool is an earlier adopter of that spec.

Dominic Greenwood of Whitestein Technologies is clearly focused on goals and gave a compelling demonstration of how planning milestones and their goal-seeking controller combine to put BPM on the front foot. Agility within a framework of governance provided by BPMN (prescriptive) snippets. And a great visualisation of the now-familiar process continuum!

Manoj Das asked slightly tongue-in-cheek “What do executives want? Pictures!” before introducing the latest BAM offering from Oracle. A variety of tools such as moving averages, deviation from trend and missed events showed how to monitor business in a way supportive of ‘management by exception’.

My apologies to Patrick Schmidt of SAP, I had to step out at this point. But I did gather it’s all powered by HANA and is very fast 🙂

Carl Hilliar (Kofax) took up the challenge to ‘show me’ and provisioned a new cloud-based instance of their suite to conduct his demo, during the presentation. For me, he had some interesting points on the distinction between public cloud, private cloud and on-premises. Essentially the private cloud is for those who want finer-grained control over upgrade;otherwise Kofax choose, with advance warning and sensitivity to working hours of course.

Knowledge Partners International presented a case study of how Freddie Mac have cut their disaster response time from 26 weeks at Hurricane Katrina to less than 3 at the time of Sandy through applying the principles of The Decision Model. But more than anything it seemed to me eliminating the waste of translating wordy descriptions into executable rules in a way that is tolerable to the subject matter experts.

Bosch Software Innovations described pushing event awareness and rules to the low-powered CPUs that make up ‘The Internet of Things’. At this stage it is understandably focused on problems like optimising the moment to perform preventative maintenance on   high-end machinery but as more and more of the world falls under the control of these devices it was an intriguing glimpse of the future.

Unstructured process

Denis Gagne gave us a whirlwind tour of how to model everything process. My own favourite was without doubt the Discovery Accelerator that supports both facilitated sessions and existing documentation routes to getting started with BPM. It is a great tool for drawing out the activities, data and people that make up business processes or as Denis puts it the W5 (“who, what, where, when and why”). Check it out at http://www.discoveryaccelerator.com/.

Dave Duggal of EnterpriseWeb gave a stream of consciousness talk that treats the problem domain or business (indeed I suspect the whole world!) holistically as a single network. Both human workers and system agents can crawl the network to manage work in boundless ways that I can scarcely begin to grasp if I’m honest!

Computas showcased their ACM implementation, or as they refer to it: ‘malleable tasks’. The breadth of the solution was staggering but in every case it provides knowledge-workers the ability to respond to events by planning appropriate tasks from a pre-defined set. ‘Agility within Governance’ you might say.

It would be harsh on so many others to say that the organisers had saved the best for last but Keith Swenson’s talk on ‘Anti-fragile‘ was certainly excellent. With a simplicity that belies its power he demonstrated the necessity of decentralised and emergent systems to support ‘real-world’ business.

Wow! As I said at the beginning, a very exhilarating couple of days!