Introduction to Business Process Management (BPM)

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Transcript Introduction to Business Process Management (BPM)

IBM WebSphere Business Modeler:
An Introduction
Lian Yu
The School of Software and Microelectronics
Peking University
No.24 Jinyuan RD, Beijing 102600, P.R. China
2009 教育部-IBM精品课程:面向服务的业务流程管理
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An Introduction to IBM WebSphere Business Modeler
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Agenda
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IBM WebSphere Business Modeler Overview
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Business Scenarios of Modeler Usage
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Business Process Modeling
Process Simulation and Analysis
Business IT Collaboration
KPI Definition and Monitor
References
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Business Process Analysis and Modeling
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WebSphere Business Modeler Value
Provides a common language for effective business and IT
collaboration.
Allows people who know the business to model the business.
Business-focused users understand and transform their
business through advanced business modeling, simulation,
analysis, reporting, and collaboration capabilities.
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Understanding business models can increase return on investment
(ROI).
Add business measures to define key performance indicators (KPIs)
Add metrics that measure business process performance
Integrates with WebSphere Business Monitor to report on process
performance.
IT-focused users export models to multiple development
environments to jump-start workflow and application
development.
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Business process modeling begins with
understanding the current environment
Both BPM and SOA start with an understanding of the current
business environment.
The focus of this course is using business process analysis to
create accurate process models of the current business
environment.
IBM WebSphere Business Modeler is used to document and
analyze the current as well as the future business process
models.
WebSphere Business Modeler also supports the follow-on
stages:
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Generates code to execute business processes
Creates business measures to monitor the executing processes
Imports execution results to update the current model for analysis
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WebSphere Business Modeler: Process modeling
communicates the business needs to IT for development
Business and engineering analysts create “As Is” models.
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Analyze current process to identify improvement areas.
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WebSphere Business Modeler simulates these models along key variables,
such as time, cost, and resources.
“As Is” models are redesigned into future state “To Be” models.
“To Be” models serve as key drivers for future development.
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Focuses on the greatest potential for improved productivity and
integration between the business and technology domains
Process models are exported to WebSphere Integration
Developer.
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BPEL compliant implementation of human tasks and IT resources
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Java snippets can be developed when a need is discovered.
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Three types of business process modeling
For documentation and compliance – capture current process
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Documenting processes requires a deep understanding of your business to
capture complex behaviors and expertise.
Use output for training, collaboration, and documentation.
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For requirements of compliance regulations: Sarbanes-Oxley and Basel II
Annotate within the process model: comment on the tasks or rules
For process redesign and optimization of resources and flow
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Discover areas of a current process to improve or to add value
Document both the current state and future state process models.
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Comparisons validate changes and ROI before committing resources.
Establish and track measureable process metrics for performance.
For runtime execution
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Ability to change the business process quickly to respond to markets.
Future state process is modeled in Modeler and exported
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Runtime development tooling imports the process, implements, and tests
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Real-time monitoring provides feedback on running process improvements
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WebSphere Integration Developer
WebSphere Business Monitor
An Introduction to IBM WebSphere Business Modeler
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True Business Understanding Requires MultiDimensional Business Models
The Process Model
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The Resource Model
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Allows you to define all of the different types and instances of those resources so that they can be
associated to the model
The Information Model
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Provides a view of data and how data is used within a business
process
The Organization Model
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The Graphical model provides the pictorial representation of the process model
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Provides the definition and structure of all of the organization units and their associated resources
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Cost
Documenting the
process –
Composition of tasks
Role
Bulk
Resources
Business
Item
Calendar
Individual
Resources
Resources
Classifier
Location
Inputs
Task
Outputs
Process
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Organization
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Process –
comes with
time and
money, and
more...
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Business Process Modeling - Data and
Resource
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The Information Model
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The Resource Model
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Allows you to define all of the different types
and instances of those resources so that they
can be associated to the model
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Business calendar support
The Organization Model
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Provides a view of data and how data is used
within a business process
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Provides the definition and structure of all of the
organization units and their associated resources
An Introduction to IBM WebSphere Business Modeler
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Agenda
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IBM WebSphere Business Modeler Overview
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Business Scenarios of Modeler Usage
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Business Process Modeling
Process Simulation and Analysis
Business IT Collaboration
KPI Definition and Monitor
References
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Business Process Analysis and Modeling
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Business Process Modeling – Process Diagram
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The Process Model
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The Graphical model provides the pictorial representation of the process model
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Simple drag-and-drop interface
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Process diagrams are easy to read and interpret Capture process activities and decision logic
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Expose to viewer through BPMN style, swimlane, label, color-coding, customized picture
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Document
Execute
使用模板中的提供
的各种基本元素可
以画出复杂的业务
流程
业务流程编辑器 -
基于自由格式布局
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Redesign
Process Elements -1
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Local Task
- Tasks are the basic building blocks representing activities in a process model. Each task
performs some function
 Local Subprocess
- A local process is a process that only exists as a subprocess to another
process
 Connection
- Connections define the control flow with or without data within a process
 Gateway (Fork, Join, Merge)
- Provide a process with the ability for certain paths to run in parallel by using
a fork node, or paths of execution to be joined at a particular point in the
process by using either a join or merge node
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Process Elements - 2
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Decision (Simple, Multiple)
- A decision routes inputs to one or several of alternative outgoing paths
 Local Repository
- A local repository is a data store
 Loop (While Loop, Do-While Loop, For Loop)
- A loop is a repeating sequence of activities contained
within a process
 Service
- Services represent external processes that are provided by a service
provider.
 Map
- The Map represents one of the only objects that can receive multiple different
inputs and produce multiple different outputs
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Process Elements - 3
Map
- The Map represents one of the only objects that can receive
Multiple different inputs and produce multiple different outputs.
You can use a map to specify how to transform input into output
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Local Business Rule Task
- Business rules tasks represent activities to which business
rules apply.You can use business rules tasks to model complex
decisions and to visually identify places in your process model
where business policies and practices apply
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Local Human Task
- Human tasks are tasks that a system assigns to a person for
completion.You can use human tasks to visually identify and
document activities that must be performed by a human resource
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Process Elements - 3
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Notification (Notification Broadcaster, Notification Receiver)
- Special tasks that enable communication via Notification
 Timer
- Special task that initiates a flow at a specified point in time
 Observer
- Special task that watches a process and its associated repositories, and initiate a
flow when a certain condition becomes true
 Start, stop, end nodes
- Control the process when start, and stop
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Add Process other information
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Through additional investigations and interviews, begin to identify detailed
attributes
Business Items
Roles
Resources
Durations
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Costs
Descriptions
Classifiers
Organizations
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Input, Output – Data Model
Inputs and outputs represent data that are required by a process or
activity to start processing, or the result of the process or activity after
processing has been completed
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Basic type
String, integer, Boolean, Time,…
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Complex type - Business Item
- A business item is anything that is created, assembled, inspected, tested, modified, or worked upon
- Examples of business items: Manufacturing order, motherboard, power supply, memory chip; Customer information record,
purchase order.
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The Data Model – Business Item
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This data can be imported in from existing sources or upon export be used to help develop
or enhance systems
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Ability to associate critical information required for the process execution and to support the
logic behind how the process behaves
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Exportable so that it can be leveraged by both the runtimes and the application developers
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Business Service Object represent the element of XSD(XML Schema) files
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Business item Instances
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Business item instances represent particular occurrences or copies of business
items
- If you have defined a business item called Problem Ticket, then an example of a business item instance
would be “Ticket #7”
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Instances can be used to define default values
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Business item states represent the different stages that a business item can go
through in a business process
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The Resource Model
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Resources, both human and non-human, are used to designate who will be
responsible for claiming and completing a specific task
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Defines all role, individual, and bulk resources that are used within the
business process and their associated costs
Predefined resource definitions for a person, equipment, machine, facility,
tool, and communication service.
Complex resource behaviors can be modeled in order to accurately reflect
those behaviors in the analysis model
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Qualifications and attributes associated to resources help determine the right
resource to be used under a give set of circumstances
Use of timetable definitions help to accurately reflect any resource schedules
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Organization and Location
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Organization units model the specific organizational groups inside of an
organization. Usually, these groups are made up of people who cooperate to
accomplish specified objectives. Organization Units can be enterprises, companies,
departments, or teams.
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Graphical organization tree allow for visibility into what the relationship
between the organizations and the resources are in order to view handoffs
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Locations model specific places of interest to your organization.
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The Organization Definition
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Cost and Revenue
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Processing Cost
- The expense incurred each time the element
runs
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Startup Cost
- A one-time cost incurred each time the element
start
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Wait-time Cost
- The expense that accrues while the element is
waiting for a resource to become available
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Revenue
- The revenue generated each time the element
runs
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Duration
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Processing time
- The time while the activity is actively executing
- Rather than elapsed time, which may include delays while waiting for a resource
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Resource wait time
- The maximum time that the activity will wait for a resource before the activity fails
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Classifier
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Categorize tasks and other process elements
for decision-making or process optimization
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Highlight important aspects of a process
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Group or categorize related activities and/or
processes
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May assign multiple classifiers to a single process
element
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Predefined classifiers are provided for quality
control, value added, and workflow
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WSRR classification use Classifier to connect
task and service
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Agenda
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IBM WebSphere Business Modeler Overview
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Business Scenarios of Modeler Usage
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Business Process Modeling
Process Simulation and Analysis
Business IT Collaboration
KPI Definition and Monitor
References
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Business Process Analysis and Modeling
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WebSphere Business Modeler: Process modeling
communicates the business needs to IT for development
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Business and engineering analysts create “As Is” models.
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Analyze current process to identify improvement areas.
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“As Is” models are redesigned into future state “To Be” models.
“To Be” models serve as key drivers for future development.
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WebSphere Business Modeler simulates these models along key variables,
such as time, cost, and resources.
– Focuses on the greatest potential for improved productivity and
integration between the business and technology domains
Process models are exported to WebSphere Integration
Developer.
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BPEL compliant implementation of human tasks and IT resources
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Java snippets can be developed when a need is discovered.
An Introduction to IBM WebSphere Business Modeler
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Business Process Modeling Notation
(BPMN)
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Business Analysts want to use a standard notation for process
diagrams; Business Process Modeling Notation (BPMN) was
developed as a standard.
Process diagrams can be created in BPMN style.
Ability to display existing and new processes in original.
WebSphere Business Modeler style or BPMN style.
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Modeler static analysis reports on the
process
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Static analysis reports on the proposed “To Be” model
are run to understand:
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Activity cost and duration
Activity by classifier
Resource cost analysis
Matrix analysis (resource and role)
These are weighted averages, so they represent the
expected long-term cost of the proposed “To Be”
process.
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Simulation Terminology
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Simulation snapshot
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Simulation profile
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Each execution of a process in a simulation
Process cases
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Represent units of work passing through the process
Process instances
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The way decisions are handled during simulation
Tokens
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The information that comes out of the simulation
Probabilities or expressions
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A record of the model plus the simulation attributes
Statistics and results
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A record of the model that will be simulated
Each path through a process
Random number generation
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The introduction real-life variability into a simulation
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Creating simulation snapshot
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A simulation snapshot is a record of the complete process model at the moment
when you simulated the process
 A simulation profile is a copy of a process model, augmented with simulation
attributes
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Simulation Attributes — General
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Process simulation attributes define conditions and behaviors for a process as a
whole during a simulation run.
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Simulation Attributes — Inputs
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Associate a token with a business item
 The business item will arrive with the
token
Number of tokens per bundle
 Number of tokens that arrive at the
same time
Total number of tokens
 Number of tokens generated per run
 Total tokens are grouped by bundle
One-time cost per token
Time trigger
 Fixed interval with a start time
Random time trigger
 Select a statistical distribution for token
generation
Timetable trigger
 Use a timetable to generate tokens
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Simulation attributes — Input Logic
Input criteria simulation settings
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For one process input
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The probability of the input is 100%
For multiple process inputs
Specifies the probability of receiving each of the different inputs or combination of inputs
Output criteria associations
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Specify the association between the inputs of the process and the outputs of the process
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Simulation Attributes — Business item
Creation
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Business item creation
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Specifies the business items to be created by the process
Create simulation values
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Specifies the rule used to create business items
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Simulation Attributes — Resource Pool
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Resource usage
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Run simulation without resource requirements.
 Ignore the resource requirements.
 Use to test the model without resources.
Resource pool
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Select resources to be made available to the simulation
By default, all resources defined in your project are available
If the roles are checked the simulation will supply as many roles as needed
 The number of roles can be limited
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Simulation Control Panel
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Simulation Control Panel tab
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Setting, pause, stop, step, run
Simulation settings
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Step settings
Animation settings
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Display animation
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Speed
Statistic settings
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Specify what is displayed in statistics
Replication settings
Result settings
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Specify token creation settings
…Where the virtual data for simulation come from?
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A token represents a unit of work that is received by a process and transferred
between different activities in the process flow.
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By specifying token creation settings, you define the quantity and rate of inputs that
process handles in a simulation run
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You may need to run a large number of tokens through a process to achieve a
statistically significant simulation result that you can use for dynamic analysis. The
number of tokens that you need to run depends on the number of cases that the
process produces
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Powerful Simulation Engine
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Distribution
Business item creation
Expression
Interrupt
Resource allocation
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Use of Statistical Distributions in
Simulation
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Statistical distribution allow a model
more accurately reflect the real world
behavior of the business process
Distribution help build randomness
into a model, which averages can’t do
Measured
may
limited
 In Modeler, data
distribution
can be
be assigned
to: and
- Token creation
making
decisions
with small sample
- Task completion
times
- Task cost
sizes
the risk of incorrect
- Task increases
revenue
- Decision paths
forecasts or decisions
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Business Item Creation
For an activity
within a process,
you can specify
rules that govern
how values are
assigned to
business items
that will be used
in simulation.
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Expression
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Expressions
are conditions
or
mathematical
functions that
applications
evaluate to
produce
specific types
of values such
as Boolean,
numeric, or
date and time.
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Interrupts
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Interrupts allow you to monitor certain conditions, such as cost overruns or
excessive times spent waiting for resources, by causing a simulation run to be
automatically suspended whatever such a condition occurs
 Simulation will pause on an interrupt only when it reaches a point where it can
safely suspend the simulation
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Running a simulation
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You can run a simulation of a process to get an animated view of the process operation
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View Simulation Result – Control Panel
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Control panel
- While a simulation is running and after it has completed, you can view statistics relating to the execution of
the simulation.
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The Analysis – Static and Dynamic
Analysis
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Static Analysis – give business users important information computed from
the raw data in the models. Inputs are raw model data and parameters
entered by the user
Dynamic Analysis – Provides the business user with information computed
from the process simulation results – critical path, shortest path, cycle
times. Inputs is:
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Process simulation results generated from the simulation engine and Database
Both results are viewed using either a tabular or graphical viewer. Can also
be printed using predefined report template
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The Analysis – Static and Dynamic
Analysis
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Viewing Simulation Result – Dynamic
Analysis
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Help you evaluate how a process that you have modeled operates under
specific simulation conditions.
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Help you identify problems in the way that the process currently works,
and you can compare the results that you produce when you simulate
different variations of the same process or simulation profile.
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Analysis of the results of a process simulation from different
perspectives

Time, money, and statistics
 Aggregated analysis
- Shows aggregated results for elements that have multiple instances or are executed multiple times in the simulation of
a process, such as an activity or a resource
 Process instance analysis
- Shows process results within a particular instance of a process that is created during a simulation run
 Process cases analysis
- Show statistics produced by all process cases in a simulation
 Processes comparison analysis
- Compare the weighted average results of two simulated processes that use the same input parameters
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Aggregated Analysis
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Used to gain an understanding of the behavior of the process as a
whole
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Most broadly scoped of the dynamic analyses
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Uses all the data from the entire simulation run
Determines information about activities and resources used in all
process instances generated during a simulation
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Process Cases Analysis
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Used to gain an understanding of a specific case (process flow)
within the process.
Shows weighted average values, where the average value is weighted
for each process case to account for the distribution of process
instances to that case relative to other cases.
Process cases analysis organizes and averages the simulation results
generated for each process case, which enables you to investigate
variations in performance between different patterns of process flow.
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Process Instance Analysis
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Used to gain an understanding of the behavior of a specific token's run through the
process
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Get a detailed understanding of each individual pass through a process during simulation
Process instance analyses are the most granular of the dynamic analyses
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Use data from a single instance of a process case
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Comparative Analysis
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Used to highlight differences and similarities in simulation results between
two different simulation runs:
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Different versions of a modeled process
Different simulation sizes
Different decision probabilities
Compares the weighted average analysis results for two simulated processes
that use the same input parameters
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For example, compare the average length of time it takes to complete your current
process versus your proposed future process.
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Dynamic Analysis — Preferences
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Analysis Result – Report
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Report provide a way to view, share, and print information derived from
the models created.
Generate reports that summarize different aspects of your business
process, using a variety of predefined report template
- Standard reports based on templates
- User defined reports
- Integrated Crystal Reports
A report is formatted presentation of information relating to a model or to
the results of analyzing a process
Provides return on investment (ROI) comparisons of As-Is and To-Be
models
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Agenda

IBM WebSphere Business Modeler Overview
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Business Scenarios of Modeler Usage
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Business Process Modeling
Process Simulation and Analysis
Business IT Collaboration
KPI Definition and Monitor
References
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Import and export
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Import Microsoft Visio diagram to WebSphere Business Modeler
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Gather and validate initial process data with office tools to use in WebSphere
Business Modeler
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Template-based import for core model elements from Microsoft Excel workbooks
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Ability to define the following elements in Microsoft Excel:
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Business items and templates
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Individual and bulk resource definitions and templates
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Individual and bulk resources
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Roles
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Organization and location definitions and templates
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Organization units and locations
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Global tasks
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Business rules and human tasks
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Allow user to export a report to PDF format or a Microsoft Word (.docx)
document
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Allow users to export a diagram to PDF, JPG, or SVG format
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Business and IT Collaboration –
Import/Export

Empower the business to
help drive the design and
function of IT systems that
support business needs

Web Service WSDL
import and use as local
task in modeling
BPEL
XPDL
WebSphere Business Modeler
 Reduced cycle time
for implementing
business process
solutions
 Single business
modeling tool targets
both IBM BPM
runtimes
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WID
WebSphere Integration Developer
FileNet P8 Process Designer
WebSphere Process Server
An Introduction to IBM WebSphere Business Modeler
P8 Process Engine
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Business User Collaboration - Team
Support
Collaboration scenario:
Share a project
Check Out a Project
Viewing the History of a Component
Get Content
Comparing Versions
Audit Trail Compare
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Business User Collaboration – Publishing
Server

Allows those who do not have
Modeler the ability to view business
process models

Display models in a web browser as
a set of widgets

Publish models to centralized
publishing server to share models
with users across different locations

Allows for design time reviews by
associating comments and provide
responses to reviewers of the
business process model

User Access control mechanism
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Business User Collaboration – BPM
Repository




Built on RAM, the BPM Asset Repository enables teams working on a BPM Project
to store and share artifacts through the BPM solution lifecycle
Improve Business to IT Collaboration
Support reuse of BPM assets
Supports Collaboration
 Discussion forum, subscriptions, emails, RSS feeds
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BPM Repository - 3
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Business User Collaboration - Report

Report provide a way to view, share, and print information derived from the models created.

Generate reports that summarize different aspects of your business process, using a variety of
predefined report template


Standard reports based on templates

User defined reports

Integrated Crystal Reports
A report is formatted presentation of information relating to a model or to the results of
analyzing a process
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Agenda

IBM WebSphere Business Modeler Overview

Business Scenarios of Modeler Usage





Business Process Modeling
Process Simulation and Analysis
Business IT Collaboration
KPI Definition and Monitor
References
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What Websphere Business Monitor is

A comprehensive business activity monitoring (BAM)
software product that provides an up-to-date (near real-time)
view of your business performance




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Provides visibility into the performance of business activities by processing
events, calculating business metrics, and presenting key performance
indicators (KPIs) through business dashboards
Helps when something goes wrong and in situations where expectations
are not met
Be aware of potential problems earlier and take actions when specified
situations occur
Provide BAM solutions to give business users more visibility and
insight into the performance of the business and to help them take
informed action
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Websphere Business Monitor supports
quick glance

WebSphere Business Monitor can monitor events from a
wide variety of sources:








WebSphere Process Server
WebSphere Enterprise Service Bus
WebSphere Message Broker
WebSphere MQ Workflow
WebSphere Business Services Fabric
WebSphere Business Events
IBM FileNet P8 BPM
IBM Adapters
In fact, business events can be monitored from
anywhere CBE events can be generated from their
activities
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How WebSphere Business Monitor works
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Buildtime Architecture
Monitor development environment
Monitor test environment
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Iterative Development Steps
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Runtime Architecture
Business Space web dashboard
Portlet-based dashboard
required by
Dimensions view
and Reports view
sending notifications, calling Web services and
invoking Service Component Architecture (SCA) components
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Installation Verification
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Configuring a remote CEI for WebSphere
Business Monitor



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To monitor events from WebSphere Process Server in different cell, a remote CEI bus must
be configured and linked to the WebSphere Business Monitor bus
WebSphereBusiness Monitor provides a script that creates the remote CEI bus and the
service integration bus link
http://publib.boulder.ibm.com/infocenter/dmndhelp/v6r2mx/topic/com.ibm.btools.help.monito
r.install.doc/admin/cei_rem_onwas61.html
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Integration with WID/WPS
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Monitor Model



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XML documents which specify how information should be extracted
from events at runtime and collected, combined, and stored for
representation on a dashboard

defines what should be monitored and how it should be monitored

defines the business metrics to be observed and their dependencies on business
events
It contains:

monitor details model

key performance indicator (KPI) model

dimensional model

visual model

event model
developed in Monitor Model Editor (MME)
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Ways to create monitor model

Create a monitor model from scratch in MME

Import a preliminary monitor model from WebSphere Business Modeler

This model provides high-level descriptions of KPIs and business-relevant metrics, as
well as process diagrams that can be viewed in the WebSphere Business Monitor
dashboards
 Generate a monitor model from a WPS or
WESB application
– This model provides low-level information
such as event definitions, inbound events, and
correlation expressions. We need to refine
and extend the monitor model in MME
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Monitor Details Model

a container for monitoring contexts and
their associated metrics, keys, counters,
stopwatches, triggers, and events
(inbound/outbound)



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Inputs: inbound events
Outputs: metrics, counters, stopwatches,
outbound events
interconnecting logic: triggers

A monitoring context defines all of the data
that should be collected about an entity
such as a process

extract data from inbound events and hold
in business measures: metrics, counters,
stopwatches

Outbound events can be emitted to CEI
and routed to Monitor action services
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KPI Model
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
contains KPI contexts which in
turn contain KPIs and their
associated triggers and events

KPIs are quantifiable
measurements of the
improvement or
deterioration in the
performance of an
activity critical to the
success of a business

KPIs use aggregate data, such as an
average or sum of a particular
metric
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Dimensional model

defines cubes for dimensional
analysis which provide a
business intelligence
perspective of the historical
data collected across all
instances

defines cubes, measures and
dimensions

To get Dimensions view:


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dimensional model
DB2 Alphablox
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Visual model
 contains visualization as Scalable Vector
Graphics (SVG) diagram including a
group of named shape sets
 each visualization includes a set of
actions to modify the diagram based on
values of metrics and KPIs
 exported from WebSphere Business
Modeler
 Install adobe SVG viewer
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Event model

references all event definitions used as inbound or outbound events in monitor
details model or KPI model

references to any schemas used to describe the structure of individual event parts
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Action services
 receives defined situation events
and takes action
 actions are based on userdefined action templates, include:
– notifications: Alert, Email, etc.
– calling Web services
– invoking SCA components
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Business Space dashboards
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Agenda

IBM WebSphere Business Modeler Overview

Business Scenarios of Modeler Usage





Business Process Modeling
Process Simulation and Analysis
Business IT Collaboration
KPI Definition and Monitor
References
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Reference

Business Activity Monitoring with WebSphere Business
Monitor V6.1
http://www.redbooks.ibm.com/abstracts/sg247638.html?O
pen
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Questions
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