Business Process Management System

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Business Process Management System

• Using Intalio BPMS

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Download Intalio

• http//bpms.intalio.com/downloads.html
• You have to download the Designer and the Server

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Definition

• Business Process Modeling the design and
  implementation of business processes.
• Example of business processes A travel
  reservation application

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1. Get the customer's itinerary.
2. For each item on the itinerary, attempt to book
   with the target company. Specifically, book a
   flight with the airline, a room with the hotel,
   and a car with the car rental agency. These
   bookings can be made in parallel.
3. If all the bookings succeed, get payment from the
   customer and send the customer a confirmation.
   Process completes normally!
4. If at least one booking fails, cancel the
   successful bookings and report the problem to the
   customer.
5. If the user does not wish to continue, stop the
   process . Otherwise, return to Step 1.

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• Process definition
• The basic algorithm or behavior of the process.
• Process instance
• An occurrence of a process for specific input.
  Each instance of the travel reservation process,
  for example, is tied to a specific customer's
  itinerary.
• Activity or task
• A step in a process, such as sending a flight
  request to the airline.
• Automated activity or automated task
• A step in a process that is performed directly by
  the execution engine.
• Manual activity or manual task
• A step in a process that is meant to be performed
  by a human process participant.

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Automated vs Manual

• Before the advent of software, all business
  processes were manual and paper driven.
• Now much of processes run on autopilot.
• However, manager approvals and business exception
  handling remain manual.
• Automated activities are typically interactions
  with external systems, eg. Web services.

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Benefits of BPM

• Formalize existing process and spot needed
  improvements
• Facilitate automated, efficient process flow
• Increase productivity and decrease head count
• Allow people to solve the hard problems
• Simplify regulations and compliance issues

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Standards of BPM

• BPEL - Business Process Execution Language for
  Web Services
• A BPEL process is a web service with an
  associated process definition defined in an
  XML-based language. The behavior of a BPEL
  process is to act on, and be acted on by, other
  processes put differently, a BPEL process can
  invoke another web service or be invoked as a web
  service

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BPM Standards

• Business Process Modeling Notation (BPMN), is a
  sophisticated graphical notation language for
  processes. Significantly, the BPMN specification
  includes a mapping to BPEL, which facilitates the
  execution of BPMN-designed processes on BPEL
  engines

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BPMI

• The Business Process Modeling Initiative
  Initiative (BPMI, http//www.bpmi.org) is a
  nonprofit organization whose mission is to build
  standards and a common architecture for BPM.
  BPMI, started by Intalio in 2000, has grown to
  include a variety of organizations, including
  BEA, Fujitsu, IBM, IDS Scheer, Pegasystems,
  PeopleSoft, SAP, SeeBeyond, Tibco, Virtria, and
  WebMethods.

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BPMN

• A standard authored by the BPMI.
• BPMN is a graphical flowchart language that can
  be used by business analysts or developers to
  represent a business process in an intuitive
  visual form.

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Elements of BPMN

• events
• activities
• sequence flows
• and gateways

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Events

• An event - is an occurrence that triggers a
  business process.
• Events are categorized by the stage at which they
  occur in a process (start, intermediate, or end)
  and
• by type (basic, message, timer, rule, exception,
  cancellation, compensation, link, multiple, or
  termination).
• The shape of an event is a small circle a start
  event has a thin border, an end event a thick
  border, and an intermediate event has a double
  border.

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Activity/Task

• An activity, the second basic element of BPMN, is
  a step in a process that performs work. In BPMN,
  an activity is either atomic or compound. An
  atomic activity, also known as a task, performs a
  single action.

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Sequence Flow

• Sequence flow, the third basic element of BPMN,
  is the flow of control in a process, and is
  represented by arrows connecting source and
  target activities, events, or gateways.

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A basic BPMN process has a start event , one or
more activities, and an end event. The process
below starts with a message event that receives a
partner request, and then executes activities to
handle the request and send a response to the
partner, before closing with a basic end event.
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• Besides activities, intermediate events can also
  be key steps in the mainline sequence of a
  process.
• Example The process below which sends a message
  to a partner application and then needs to waits
  for response before continuing. This example also
  shows that the end event can perform useful work
  in this case, sending an acknowledgment message
  to the partner.

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Exception Handling and Compensation
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In compensation, an activity is run to reverse
the effects of another activity. For example, in
the process below, Cancel compensates Reserve
hotel.
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Split and Join/Gateways
Gateways model split and join patterns, which
represent common programming control structures
such as if-then, switch, and all. A gateway
branches and merges paths in a process.

• Two Modes
• Split mode - it splits one incoming path into
  multiple outgoing paths
• Join mode - merges several incoming paths into
  one outgoing path

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OR Gateway

• uses if-then-else and switch with mutually
  exclusive cases as a control structure.
• In split mode, it evaluates a separate condition
  on each of its outgoing paths and lets through
  the first path whose condition evaluates to true
  all others are ignored. Exactly one condition
  must be true a default branch can be specified
  in case none of the other branches fire.
• In join mode, the exclusive OR gateway lets
  through the first of its multiple incoming
  branches and discards all others.

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The process below illustrates the behavior by
showing an activity (Finalize claim) that runs
when either Process approval or Process rejection
completes, and an activity (Evaluate claim) that
splits to Process approval if the condition
approved is satisfied and to Process rejection
otherwise.
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Exclusive OR

• The exclusive OR (event-based), uses a pick
  control structure.
• In split mode, each outgoing branch leads to an
  event node. The gateway lets through the branch
  having the first triggered event, and ignores all
  others.
• The join mode is not commonly used.
• Example when the activity Request completes,
  the process waits for one of the two
  eventsReceive accept or Receive rejectto occur.

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Inclusive OR

• The split mode is similar to exclusive OR but
  lets through each outgoing path whose condition
  evaluates to true.
• The join mode blocks passage until each expected
  executing incoming path enters it.
• The gateway knows in advance how many active
  inputs to expect.

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Complex Gateway

• The split mode is not commonly used.
• The join mode evaluates an expression to
  determine which of the incoming paths to let
  through.
• Example the gateway waits for two of the three
  parallel activitiesGood credit, Natural citizen,
  and No criminal recordbefore granting security
  clearance.

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And/Parallel Gateway

• In split mode, it lets through each outgoing
  path.
• In join mode, it blocks until each incoming path
  completes.
• Example The process below illustrates these two
  behaviors when activity Accept claim completes,
  the activities Send email result and Credit
  subscriber bank account are run in parallel Mark
  claim done, however, starts only when both Send
  email result and Credit subscriber bank account
  complete.

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Loops

• a loop is a specific type of compound activity
  that iterates over the set of activities inside
  of it.
• Types of loops
• While
• Until
• Foreach

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Participant Exchange

• BPMN provides a rich framework for modeling
  interparticipant processing, which includes swim
  lanes and pools, message flow, message events,
  send and receive tasks, and message correlation.
• A pool represents the activities of one
  participantoften a companyin collaboration a
  lane in a pool represents a subdivision of the
  participantoften a department or division of the
  company. Swim lanes help convey the sense that a
  process spans multiple participants it depicts
  who does what and how the interactions are
  structured.

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Pools and swim lanes
Message flow, symbolized by a dashed arrow, such
as the arrow between supplier and financial
institution shows the flow of messages, or the
data flow, between participants. The solid arrows
of sequence flow, by contrast, capture process
flow, or inter-activity control movement.
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Reference

• http//bpms.intalio.com/
• Essential Business Process Modeling by Michael
  Havey

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Demo