1. Business Process Modeling - Lecture Notes week 1, sem 1 2007 - Wasana Bandara Queensland University of Technology Brisbane, 26th Feb 2007

4. Our Process Definition A process is the self-contained, temporal and logical order (parallel and/or serial) of those activities , that are executed for the transformation of an business object with the goal of accomplishing a given task . Invoice Inquiry Quotation Delivery note Customer order

8. Business Process Management Lifecycle Manage- Change ment

9. Business Process Lifecycle Support

10. Purposes of process modeling Process Documentation SOA Simulation Workflow/ Document Management Knowledge Management/ Training Process Improvement Process Cost Analysis Enterprise Systems Compliance / Risk Management Software Evaluation/ Selection Enterprise Architecture

12. Process Modelling - The Missing Middle?

14. The Magic word … “ PROCESS …”

15. Challenges of a Process Manager by Scott Adams

16. What does the industry offer?

17. 1 Organisation of this Subject

18. The design of this unit … ITB298 Unit Structure ITB298 Content Comprehensive Industry demand Analysis - Australia - USA - UK Local Industry Experts Pedagogical guidelines +

19. Summary Skills Extracted from the Job Content Analysis 31 16 8 7 Client Management / stakeholder management Skill JS-15 32 14 9 9 SAP related product skills JS-14 32 9 6 17 Problem solving (tools such as : scatter diagrams, improve, etc ) skills JS-13 32 29 0 3 Context specific knowledge JS-12 33 24 5 4 Process Improvement JS-11 35 25 2 8 Negotiation skills JS-10 37 18 7 12 Business Analysis JS-9 40 6 10 24 Technical / specifications Writing / documentation (Written skill) JS-8 42 22 12 8 Change mangement skill / Business Process Change JS-7 44 25 9 10 Business Intelligence JS-6 55 25 18 12 Process Reegineering / development / BPR JS-5 68 32 24 12 Process Modelling / design / mapping JS-4 73 34 17 22 Project management skill (Project Work Bench, MS Project, Team Work Bench and EPIC) JS-3 78 22 28 28 Analytical skill ( /Business Process Analysis) JS-2 96 43 20 33 Communication (verbal) and presentation skills JS-1 Total Australia UK US Specific Skills / Experience Required Job Skill ID

20. Summary Skills Extracted from the Job Content Analysis 15 4 9 2 ITIL reference model knwoledge JS-29 17 8 4 5 Lean Process Management (Improvement Methodology) JS-28 17 1 5 11 Leadership skill JS-27 17 13 0 4 Facilitation skills JS-26 19 7 2 10 SDLC knowledge (RUP , Agile, etc.) JS-25 20 4 9 7 Planning & Organizational skills JS-24 21 11 4 6 Requirements gathering methods and analysis knowledge JS-23 23 6 11 6 Process Management (BPM) JS-22 24 19 2 3 How to run training / workshops JS-21 26 4 10 12 Six Sigma JS-20 26 4 21 1 Interpersonal, team and stakeholder management skill JS-19 27 18 3 6 Consulting JS-18 28 1 7 20 MS office (vision, word, excel, MS project etc) JS-17 31 5 1 25 Internet technologies (HTML, java Script) JS-16 Total Australia UK US Specific Skills / Experience Required Job Skill ID

21. Summary Skills Extracted from For further details, see report in OLT site Please note that the skills presented here is not in any particular order Basic statistical skills Fg-12 Creative ability Fg-11 Team management Fg-10 Scope management Fg-9 Negotiation and leadership skills Fg-8 Ability to run workshops and training Fg-7 Ability to communicate with the client Fg-6 Understand what the business problem is Fg-5 Knowledge on methodology and frameworks Fg-4 Ability to conduct the finer details within BPM projects Fg-3 Ability to see the bigger picture of BPM Fg-2 Systems analysis skills FG-1 **Specific Skills / Experience Required Job Skill ID

25. 1.2 Assessments

27. 1.3 Resources

31. ITB 298 Homepage

32. Recommended resources Becker, Kugeler, Rosemann Process Management. Springer-Verlag, August 2003. ISBN 3540434992 .

33. Recommended resources Rob Davis: Business Process modeling with ARIS. July 2001. Springer Verlag ISBN: 1852334347

34. Recommended resources Scheer, Abolhassan, Jost, Kirchmer: Business Process Excellence. ARIS in Practice. Springer-Verlag, June 2002. ISBN 3540434798.

35. 1.4 Structure of the Unit

36. Unit Structure Mid semester break BPMN workshop Complete readings set for week six. Complete BPMN workshop. Have a first draft of Assignment 1 ready for pre-submission feedback (optional). Process Modelling with the Business Process Modelling Notation (BPMN) - Part 1 2nd of April 6 ARIS workshop Complete readings set for week five. Complete ARIS workshop. Continue with Assignment 1 tasks. Further Applications of Business Process Modelling 26th of March 5 ARIS workshop Complete readings set for week four. Complete ARIS workshop. Commence tasks for Assignment 1. ARIS Modelling (Cont) Model based process management - What does it mean …? 19th of March 4 ARIS workshop Complete readings set for week three. Complete ARIS workshop. Read and understand Assignment 1 requirements. The Architecture of Integrated Information Systems (ARIS) 12th of March 3 ARIS workshop Complete readings set for week two. Complete ARIS workshop. Complete and report on group formation. Introduction to EPCs 5th March 2 - none- Read Week 1 document and understand schedule, resources (OLT, Library, etc) and requirements of assessment items. Complete readings set for week one. Introduction to BPM and Process modelling 26th Feb 1 Assessment Tasks/Dates Tutorial/ Practical Tasks Student Activities Lecture Topic Starting Week

37. Unit Structure May day holiday Configurable Reference models exercise Complete readings set for week nine. Complete configurable reference model exercise in tutorial. Continue with Assignment 2 tasks. Review Assignment 1 feedback with tutor. Meta models and Reference Process Models 30th of April 9 BPMN workshop Complete readings set for week eight. Complete advanced BPMN workshop. Prepare for Assignment 2 Process Modelling in the landscape of Large systems 23rd of April 8 Assignment 1 due BPMN workshop Complete readings set for week seven. Complete BPMN workshop. Finalise and submit Assignment 1 Process Modelling with the Business Process Modelling Notation (BPMN) - Part 2 16th of April 7 Assessment Tasks/Dates Tutorial/ Practical Tasks Student Activities Lecture Topic Starting Week

38. Unit Structure Semester revision and Mock exam Complete readings set for week thirteen. Review and attempt mock exam. Complete SEUs and SETs for unit. Review Assignment 2 feedback with tutor. Deriving Reference models and Process Patterns: Case study example 4th of June 13 Assignment 2 due Student presentations Complete readings set for week twelve. Prepare and present for the oral presentations of ITB298 Assignment 2. Finalise and submit Assignment 2 report. Process Modelling case studies - modelling power and impacts 28th of May 12 Workflow modelling exercise Complete readings set for week eleven. Complete Workflow modelling exercise. Continue with Assignment 2 tasks. Have a first draft of Assignment 1 ready for pre-submission feedback (optional). Closing the loop - Model based process design to process execution 21st of May 11 Tutorial on Process Modelling Management Complete readings set for week ten. Complete Tutorial on Process Modelling Management. Continue with Assignment 2 tasks. The Process of Process Modelling Management 14th of May 10 Assessment Tasks/Dates Tutorial/ Practical Tasks Student Activities Lecture Topic Starting Week

40. The Market for BPM Tools * 44,000+ Licenses Sold * Sixth year as leader * Complete solutions * Scaleable solution * Computer Based Training * Easy to Use

41. Brief Overview of Business Process Managament

42. Business Process Management Overview Manage- Change ment

47. Brief Overview of Business Process Modeling

49. Information Model An information model depicts at a specific time, elements and relationships of relevance for a subject and purpose . SUBJECT MODEL R E A L W O R L D Image Relation Object Relation Activity Relation

50. What does it mean to ‘model processes’? Hagemeyer (1999) Event-driven Process Chain Follow the Document Flow Quote Order Shipping Invoice Jan. 1 ‘07 Jan. 5 ‘07 Jan. 17 ‘07 Jan. 18 ‘07 Prepare quote Production Prepare - invoice Accept order Verify - invoice Posting Jan. 27 ‘07 RFQ Jan. 2 ‘07

51. Process Modeling purposes Bandara (2007)

52. Most commonly used techniques Bandara (2007)

53. Alternative Modeling Techniques - Even-driven Process Chains zur Muehlen (2003)

54. Alternative Modeling Techniques - Petri-Net zur Muehlen (2003)

55. Alternative Modeling Techniques - Flowchart zur Muehlen (2003)

56. Most commonly used tools Primary Tools Used Supporting Tools Used Bandara (2007) 100.00% 222 8.56% 19 Vague statements 3.15% 7 Unspecified 19.82% 44 38 Others 2.25% 5 Flowcharter 2.70% 6 Staffware 3.15% 7 Provision 3.60% 8 Rational Rose 4.05% 9 Systems Architect 25.68% 57 VISIO 27.03% 60 ARIS % Citations 84 Others (including vague statements) 2 MS Project 2 Rational Rose 4 MS Excel 5 ARIS 10 MS Word 15 MS Powerpoint 28 VISIO Citations

57. Process modeling Views When? Process Which? Data / Service / Product What? Function Who? Organization

58. Objectives of modeling your processes Descriprive modeling of the real world (as-is) Prescriptive modeling of the real world (to-be)

59. Model-based Process Improvement (1/2) 10 Start E1 E2 E3 E4 E5 Minute(s) F5 20 Minute(s) F4 F3 F2 F1 F6 E6 Initial process Start E1 F1 F6 E6 E3 E4 E5 10 Minute(s) F5 20 Minute(s) F4 F3 Delete F2 E1 F6 E6 Start E1 F1 E3 E4 E5 10 Minute(s) F5 20 Minute(s) F4 F3 Outsource F1 E1 E3 E4 20 Minute(s) F4 F3 F6 E6 Start E1 F1 E5 10 Minute(s) F5 Switch F3 & F4 Expand F7

60. Model-based Process Improvement (2/2) Integrate F6 & F7 Parallelism of F3 & F4 Create variants Automate F3 Accelerate F4 & F5

61. Integrated Enterprise modeling

62. Think beyond the square … Extracted from Peter Grant - Director, Stream Executive, December 2004 Albert Einstein “ We can’t solve problems by using the same kind of thinking we used when we created them”.

63. From As-Is to To-Be AS IS TO BE

68. Modelling tool/ technique selection Tool: Technique/ Language

74. Process Modeling Critical Success Factors Bandara (2005, 2007) Process Modeling Success

75. Collect appropriate information for deriving the models Document Analysis Interviews JAD sessions Questionnaires Structured walk through

78. Types of Questions Types of Questions Examples Closed-Ended Questions * How many telephone orders are received per day? * How do customers place orders? * What additional information would you like the new system to provide? Open-Ended Questions * What do you think about the current system? * What are some of the problems you face on a daily basis? * How do you decide what types of marketing campaign to run? Probing Questions * Why? * Can you give me an example? * Can you explain that in a bit more detail?

80. Example: Issue Register

82. Example Questionnaire

85. Q & A