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Copyright © 2015. Dr. Jackie Damrau. All rights reserved.
@damrauja #bpmn #stc15
BPMN Basics: What You Need to
Know for Your Content Strategy
Dr. Jackie Damrau
Certified BPMN
Professional
Copyright © 2015. Dr. Jackie Damrau. All rights reserved.
@damrauja #bpmn #stc15
About Me!
 I’m a… and a …
 I hold Certifications as a…
 You can follow me at:
@damrauja
www.linkedin.com/in/jackiedamrau/
BPMN
Certified
Practitioner
Certified ARIS
Business Architect
Professional
2
Copyright © 2015. Dr. Jackie Damrau. All rights reserved.
@damrauja #bpmn #stc15
BPMN Basics
Learn how to model properly
3
Copyright © 2015. Dr. Jackie Damrau. All rights reserved.
@damrauja #bpmn #stc15
What is a Model?
 Conveys meaning, specifically logic of
activity flow from process start to end
 Both a visualization and a data entry
device
4
Copyright © 2015. Dr. Jackie Damrau. All rights reserved.
@damrauja #bpmn #stc15
What is a Process?
 A sequence of
activities leading
from an initial
state (Start) to a
defined
conclusion state
(End)
5
Copyright © 2015. Dr. Jackie Damrau. All rights reserved.
@damrauja #bpmn #stc15
What is a Process Model?
 A map of all the possible paths or
sequences of activities from the Start to
the End state that is met with Success or
Failure
 Reveals only the order of activities, when
they happen, and under what conditions
 Describes what happens next when an
activity completes, but may have little to
say about what happens inside the
activity itself
 Does not describe how an activity is
performed or where or why
 Barely touches on what the activity is or
who performs it
6
Copyright © 2015. Dr. Jackie Damrau. All rights reserved.
@damrauja #bpmn #stc15
What is Process Logic?
 Documenting “as-is” (current
state) by meeting with SMEs
directly involved with the
process
 Does not define every
conceivable possibility
 Should cover the basic
“happy” path and major
exception paths that prevent
business from occurring
7
Copyright © 2015. Dr. Jackie Damrau. All rights reserved.
@damrauja #bpmn #stc15
What Process Logic
Questions Can I Ask?
 How does the process actually start? What activity triggers
it? Is there more than one possible way it can start?
 What determines when the process is complete? Are there
different end states (success vs. failure)?
 How does the process go from Activity X to Activity Y? Does
the person doing Activity Y somehow know when to do it?
 How do you know when Activity X is done? Does Activity X
always end in the same way? Are there any exceptions to
how Activity X can end? Are there any specific business
rules in place to prevent or guide the next action state?
8
Copyright © 2015. Dr. Jackie Damrau. All rights reserved.
@damrauja #bpmn #stc15 9
Copyright © 2015. Dr. Jackie Damrau. All rights reserved.
@damrauja #bpmn #stc15
Standard Recommended Objects
BPMN Poster
10
Copyright © 2015. Dr. Jackie Damrau. All rights reserved.
@damrauja #bpmn #stc15
What Process Model
Types Are Available?
 Simple
 Subprocesses (Simple, Expanded)
 Exceptions (Simple)
 Loopbacks
 Decision Gateways (splits and joins)
 Swimlanes (Simple, Expanded)
 Events, Activities, Data Elements,
Sequence Flows
11
Copyright © 2015. Dr. Jackie Damrau. All rights reserved.
@damrauja #bpmn #stc15
Simple Process
12
Copyright © 2015. Dr. Jackie Damrau. All rights reserved.
@damrauja #bpmn #stc15
Subprocess (Separate Page)
13
Copyright © 2015. Dr. Jackie Damrau. All rights reserved.
@damrauja #bpmn #stc15
Subprocess
(Simple – Expanded view)
14
Copyright © 2015. Dr. Jackie Damrau. All rights reserved.
@damrauja #bpmn #stc15
Exception Path
15
Copyright © 2015. Dr. Jackie Damrau. All rights reserved.
@damrauja #bpmn #stc15
Loopback
16
Copyright © 2015. Dr. Jackie Damrau. All rights reserved.
@damrauja #bpmn #stc15
Decision Gateways
(Parallel Split and Join)
17
Copyright © 2015. Dr. Jackie Damrau. All rights reserved.
@damrauja #bpmn #stc15
Swimlane
18
Copyright © 2015. Dr. Jackie Damrau. All rights reserved.
@damrauja #bpmn #stc15
Subprocess
(Expanded Subprocess)
19
Copyright © 2015. Dr. Jackie Damrau. All rights reserved.
@damrauja #bpmn #stc15
Different Events, Activities, Data
Elements, and Sequence Flows
20
Copyright © 2015. Dr. Jackie Damrau. All rights reserved.
@damrauja #bpmn #stc15
Want to Know More...
21
Copyright © 2015. Dr. Jackie Damrau. All rights reserved.
@damrauja #bpmn #stc15
Items You
Should Know How To Do…
 Define scope of business problem
 Define stakeholders and their
concerns
 Define measures to let you know
you’ve succeeded in improving
a situation
 Define customer needs and
interactions with the business
 Create business process flow
diagrams
 Define quality controls and
determine consistency (Six Sigma)
 Define waste or inefficient flow
patterns (Lean)
 Define decision management
opportunities (business rules)
 Define a process using an
industry framework (SCOR,
APQC)
 Define human performance
problems
 Generate job descriptions and
training requirements
 Define managerial performance
problems
 Define problems with IT support
 Generate software requirements
Source: BPTrends “A BPM Methodology—What Is It And Why It Is Important"
(http://www.bptrends.com/the-bptrends-associates-methodology/)
22
Copyright © 2015. Dr. Jackie Damrau. All rights reserved.
@damrauja #bpmn #stc15
Certifications
Degrees
• Kelley School of Business
• BS, Business – Information
& Process Management
Major
• Widener University
• MS, Business Process
Innovation
• Boston University
• bpmessentials.com
• University Alliance
• Univ. of California – Irvine
• Univ. of Illinois – Springfield
• Univ. of North Carolina – Charlotte
• Association of Business
Process Management
Professionals (ABPMP)
• International Institute of
Business Analysis (IIBA)
• BPM Institute.org
Professional Associations
• Univ. of San Francisco
• Villanova University
• Widener University
• Association for Information and
Image Management (AIIM)
• Object Management Group (OMG)
Enhance Your BPM Skills…
23
Copyright © 2015. Dr. Jackie Damrau. All rights reserved.
@damrauja #bpmn #stc15
Where Did I Get This Stuff...
Source: http://www.flickr.com/photos/rosenfeldmedia/4459977926/
24
Copyright © 2015. Dr. Jackie Damrau. All rights reserved.
@damrauja #bpmn #stc15
Book Recommendations
25
Copyright © 2015. Dr. Jackie Damrau. All rights reserved.
@damrauja #bpmn #stc15
Presentation Resources
 Business Process Management Common Body of Knowledge
(BPM CBOK®), Version 2.0 – Second Release. (2009). Association
of Business Process Management Professionals.
 Dyer, Lisa. (2013, January). “Information Architecture and
Business Process Management: A Recipe for New Business
Value.” STC Intercom (www.stc.com)
 Harmon, Paul. (2013, March 13). “What New Technology Should
a Manager Use?” BPTrends Email Advisor (www.bptrends.com)
 Harmon, Paul, and Wolf, Celia. (2014, March). “The State of
Business Process Management.” BPTrends (www.bptrends.com)
 Recker, Jan. (2013, March 9). “Class Notes: BPM Research and
Education — How Was School Today?” BPTrends e-zine
(www.bptrends.com)
 Rockwell, Dan (aka Leadership Freak). (2013, March 15).
“Thriving Through Process.” Leadership Freak blog
(leadershipfreak.wordpress.com)
 University of San Francisco. (2013). "Applied Business Process
Management, Book 1 of 2, Weeks 1-4.
(http://www.usanfranonline.com/certificate-programs-online/)
26
Copyright © 2015. Dr. Jackie Damrau. All rights reserved.
@damrauja #bpmn #stc15
Source: http://www.themebrain.com/sites/default/files/question-answers-teaser.png
27
Copyright © 2015. Dr. Jackie Damrau. All rights reserved.
@damrauja #bpmn #stc15
Additional Modeling Options
• Flow Charting
• UML
• SIPOC
• Swim Lanes
• IDEF-0
• Systems Dynamics
• Value Chain
• LOVEM-E
• Value Stream Mapping
28
Copyright © 2015. Dr. Jackie Damrau. All rights reserved.
@damrauja #bpmn #stc15
Flow Charting Notation
Source: edrawsoft.comSource: http://en.wikipedia.org/wiki/Flowchart
29
Copyright © 2015. Dr. Jackie Damrau. All rights reserved.
@damrauja #bpmn #stc15
Swim Lanes
Source: blog.larimarconsulting.com
30
Copyright © 2015. Dr. Jackie Damrau. All rights reserved.
@damrauja #bpmn #stc15
Value Chain
Analysis Design Develop Implement Evaluate
• Collect
• Analyze
• Delivery
• Objectives
• Descriptions
• Collect Content
• Lesson Plan
• Document Types
• Create Test
• Build Course
• Create Materials
• Type of Media
• Beta Test
• Pilot
• Teach
• Complete Evals
• Review Evals
• Make Changes
31
Copyright © 2015. Dr. Jackie Damrau. All rights reserved.
@damrauja #bpmn #stc15
Unified Modeling Language (UML)
Source: ukpdf.info
32
Copyright © 2015. Dr. Jackie Damrau. All rights reserved.
@damrauja #bpmn #stc15
IDEF-0
Source: edrawsoft.com
Source: http://en.wikipedia.org/wiki/IDEF0
33
Copyright © 2015. Dr. Jackie Damrau. All rights reserved.
@damrauja #bpmn #stc15
LOVEM-E
Source: http://www.ibm.com/developerworks/webservices/library/ws-improvesoa/
34
Copyright © 2015. Dr. Jackie Damrau. All rights reserved.
@damrauja #bpmn #stc15
SIPOC
Source: six-sigma-material.com
35
Copyright © 2015. Dr. Jackie Damrau. All rights reserved.
@damrauja #bpmn #stc15
Systems Dynamics
Source: suggestsoft.com
36
Copyright © 2015. Dr. Jackie Damrau. All rights reserved.
@damrauja #bpmn #stc15
Value Stream Mapping
Source:engineeringeconomist.blogspot.com
37

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BPMN Basics: What You Need to Know for Your Content Strategy

  • 1. Copyright © 2015. Dr. Jackie Damrau. All rights reserved. @damrauja #bpmn #stc15 BPMN Basics: What You Need to Know for Your Content Strategy Dr. Jackie Damrau Certified BPMN Professional
  • 2. Copyright © 2015. Dr. Jackie Damrau. All rights reserved. @damrauja #bpmn #stc15 About Me!  I’m a… and a …  I hold Certifications as a…  You can follow me at: @damrauja www.linkedin.com/in/jackiedamrau/ BPMN Certified Practitioner Certified ARIS Business Architect Professional 2
  • 3. Copyright © 2015. Dr. Jackie Damrau. All rights reserved. @damrauja #bpmn #stc15 BPMN Basics Learn how to model properly 3
  • 4. Copyright © 2015. Dr. Jackie Damrau. All rights reserved. @damrauja #bpmn #stc15 What is a Model?  Conveys meaning, specifically logic of activity flow from process start to end  Both a visualization and a data entry device 4
  • 5. Copyright © 2015. Dr. Jackie Damrau. All rights reserved. @damrauja #bpmn #stc15 What is a Process?  A sequence of activities leading from an initial state (Start) to a defined conclusion state (End) 5
  • 6. Copyright © 2015. Dr. Jackie Damrau. All rights reserved. @damrauja #bpmn #stc15 What is a Process Model?  A map of all the possible paths or sequences of activities from the Start to the End state that is met with Success or Failure  Reveals only the order of activities, when they happen, and under what conditions  Describes what happens next when an activity completes, but may have little to say about what happens inside the activity itself  Does not describe how an activity is performed or where or why  Barely touches on what the activity is or who performs it 6
  • 7. Copyright © 2015. Dr. Jackie Damrau. All rights reserved. @damrauja #bpmn #stc15 What is Process Logic?  Documenting “as-is” (current state) by meeting with SMEs directly involved with the process  Does not define every conceivable possibility  Should cover the basic “happy” path and major exception paths that prevent business from occurring 7
  • 8. Copyright © 2015. Dr. Jackie Damrau. All rights reserved. @damrauja #bpmn #stc15 What Process Logic Questions Can I Ask?  How does the process actually start? What activity triggers it? Is there more than one possible way it can start?  What determines when the process is complete? Are there different end states (success vs. failure)?  How does the process go from Activity X to Activity Y? Does the person doing Activity Y somehow know when to do it?  How do you know when Activity X is done? Does Activity X always end in the same way? Are there any exceptions to how Activity X can end? Are there any specific business rules in place to prevent or guide the next action state? 8
  • 9. Copyright © 2015. Dr. Jackie Damrau. All rights reserved. @damrauja #bpmn #stc15 9
  • 10. Copyright © 2015. Dr. Jackie Damrau. All rights reserved. @damrauja #bpmn #stc15 Standard Recommended Objects BPMN Poster 10
  • 11. Copyright © 2015. Dr. Jackie Damrau. All rights reserved. @damrauja #bpmn #stc15 What Process Model Types Are Available?  Simple  Subprocesses (Simple, Expanded)  Exceptions (Simple)  Loopbacks  Decision Gateways (splits and joins)  Swimlanes (Simple, Expanded)  Events, Activities, Data Elements, Sequence Flows 11
  • 12. Copyright © 2015. Dr. Jackie Damrau. All rights reserved. @damrauja #bpmn #stc15 Simple Process 12
  • 13. Copyright © 2015. Dr. Jackie Damrau. All rights reserved. @damrauja #bpmn #stc15 Subprocess (Separate Page) 13
  • 14. Copyright © 2015. Dr. Jackie Damrau. All rights reserved. @damrauja #bpmn #stc15 Subprocess (Simple – Expanded view) 14
  • 15. Copyright © 2015. Dr. Jackie Damrau. All rights reserved. @damrauja #bpmn #stc15 Exception Path 15
  • 16. Copyright © 2015. Dr. Jackie Damrau. All rights reserved. @damrauja #bpmn #stc15 Loopback 16
  • 17. Copyright © 2015. Dr. Jackie Damrau. All rights reserved. @damrauja #bpmn #stc15 Decision Gateways (Parallel Split and Join) 17
  • 18. Copyright © 2015. Dr. Jackie Damrau. All rights reserved. @damrauja #bpmn #stc15 Swimlane 18
  • 19. Copyright © 2015. Dr. Jackie Damrau. All rights reserved. @damrauja #bpmn #stc15 Subprocess (Expanded Subprocess) 19
  • 20. Copyright © 2015. Dr. Jackie Damrau. All rights reserved. @damrauja #bpmn #stc15 Different Events, Activities, Data Elements, and Sequence Flows 20
  • 21. Copyright © 2015. Dr. Jackie Damrau. All rights reserved. @damrauja #bpmn #stc15 Want to Know More... 21
  • 22. Copyright © 2015. Dr. Jackie Damrau. All rights reserved. @damrauja #bpmn #stc15 Items You Should Know How To Do…  Define scope of business problem  Define stakeholders and their concerns  Define measures to let you know you’ve succeeded in improving a situation  Define customer needs and interactions with the business  Create business process flow diagrams  Define quality controls and determine consistency (Six Sigma)  Define waste or inefficient flow patterns (Lean)  Define decision management opportunities (business rules)  Define a process using an industry framework (SCOR, APQC)  Define human performance problems  Generate job descriptions and training requirements  Define managerial performance problems  Define problems with IT support  Generate software requirements Source: BPTrends “A BPM Methodology—What Is It And Why It Is Important" (http://www.bptrends.com/the-bptrends-associates-methodology/) 22
  • 23. Copyright © 2015. Dr. Jackie Damrau. All rights reserved. @damrauja #bpmn #stc15 Certifications Degrees • Kelley School of Business • BS, Business – Information & Process Management Major • Widener University • MS, Business Process Innovation • Boston University • bpmessentials.com • University Alliance • Univ. of California – Irvine • Univ. of Illinois – Springfield • Univ. of North Carolina – Charlotte • Association of Business Process Management Professionals (ABPMP) • International Institute of Business Analysis (IIBA) • BPM Institute.org Professional Associations • Univ. of San Francisco • Villanova University • Widener University • Association for Information and Image Management (AIIM) • Object Management Group (OMG) Enhance Your BPM Skills… 23
  • 24. Copyright © 2015. Dr. Jackie Damrau. All rights reserved. @damrauja #bpmn #stc15 Where Did I Get This Stuff... Source: http://www.flickr.com/photos/rosenfeldmedia/4459977926/ 24
  • 25. Copyright © 2015. Dr. Jackie Damrau. All rights reserved. @damrauja #bpmn #stc15 Book Recommendations 25
  • 26. Copyright © 2015. Dr. Jackie Damrau. All rights reserved. @damrauja #bpmn #stc15 Presentation Resources  Business Process Management Common Body of Knowledge (BPM CBOK®), Version 2.0 – Second Release. (2009). Association of Business Process Management Professionals.  Dyer, Lisa. (2013, January). “Information Architecture and Business Process Management: A Recipe for New Business Value.” STC Intercom (www.stc.com)  Harmon, Paul. (2013, March 13). “What New Technology Should a Manager Use?” BPTrends Email Advisor (www.bptrends.com)  Harmon, Paul, and Wolf, Celia. (2014, March). “The State of Business Process Management.” BPTrends (www.bptrends.com)  Recker, Jan. (2013, March 9). “Class Notes: BPM Research and Education — How Was School Today?” BPTrends e-zine (www.bptrends.com)  Rockwell, Dan (aka Leadership Freak). (2013, March 15). “Thriving Through Process.” Leadership Freak blog (leadershipfreak.wordpress.com)  University of San Francisco. (2013). "Applied Business Process Management, Book 1 of 2, Weeks 1-4. (http://www.usanfranonline.com/certificate-programs-online/) 26
  • 27. Copyright © 2015. Dr. Jackie Damrau. All rights reserved. @damrauja #bpmn #stc15 Source: http://www.themebrain.com/sites/default/files/question-answers-teaser.png 27
  • 28. Copyright © 2015. Dr. Jackie Damrau. All rights reserved. @damrauja #bpmn #stc15 Additional Modeling Options • Flow Charting • UML • SIPOC • Swim Lanes • IDEF-0 • Systems Dynamics • Value Chain • LOVEM-E • Value Stream Mapping 28
  • 29. Copyright © 2015. Dr. Jackie Damrau. All rights reserved. @damrauja #bpmn #stc15 Flow Charting Notation Source: edrawsoft.comSource: http://en.wikipedia.org/wiki/Flowchart 29
  • 30. Copyright © 2015. Dr. Jackie Damrau. All rights reserved. @damrauja #bpmn #stc15 Swim Lanes Source: blog.larimarconsulting.com 30
  • 31. Copyright © 2015. Dr. Jackie Damrau. All rights reserved. @damrauja #bpmn #stc15 Value Chain Analysis Design Develop Implement Evaluate • Collect • Analyze • Delivery • Objectives • Descriptions • Collect Content • Lesson Plan • Document Types • Create Test • Build Course • Create Materials • Type of Media • Beta Test • Pilot • Teach • Complete Evals • Review Evals • Make Changes 31
  • 32. Copyright © 2015. Dr. Jackie Damrau. All rights reserved. @damrauja #bpmn #stc15 Unified Modeling Language (UML) Source: ukpdf.info 32
  • 33. Copyright © 2015. Dr. Jackie Damrau. All rights reserved. @damrauja #bpmn #stc15 IDEF-0 Source: edrawsoft.com Source: http://en.wikipedia.org/wiki/IDEF0 33
  • 34. Copyright © 2015. Dr. Jackie Damrau. All rights reserved. @damrauja #bpmn #stc15 LOVEM-E Source: http://www.ibm.com/developerworks/webservices/library/ws-improvesoa/ 34
  • 35. Copyright © 2015. Dr. Jackie Damrau. All rights reserved. @damrauja #bpmn #stc15 SIPOC Source: six-sigma-material.com 35
  • 36. Copyright © 2015. Dr. Jackie Damrau. All rights reserved. @damrauja #bpmn #stc15 Systems Dynamics Source: suggestsoft.com 36
  • 37. Copyright © 2015. Dr. Jackie Damrau. All rights reserved. @damrauja #bpmn #stc15 Value Stream Mapping Source:engineeringeconomist.blogspot.com 37