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IBM WebSphere Business Modeler for BPM

 

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Outline

1. Introduction to Business Process Management
  • Objectives
  • What is BPM?
  • Business Process Management
  • Process Maturity 1/2
  • Process Maturity 2/2
  • What is a Business Process?
  • Further Qualifying BPM
  • The Process-centric Organization
  • When and Why Conduct BPM?
  • BPM Business Cases
  • Key Roles and Responsibilities
  • People and Process
  • BPM Framework
  • Framework Foundation
  • Framework Phases 1/4
  • Framework Phases 2/4
  • Framework Phases 3/4
  • Framework Phases 4/4
  • Service Oriented Architecture
  • BPM + SOA
  • Tightly Coupled Enterprise
  • Breaking the Silos
  • Summary 1/2
  • Summary 2/2
2. Introduction to Process Modeling
  • Objectives
  • What Is A Business Process?
  • Business Process Management
  • Business Process Modeling
  • Process Modeling Advantages
  • Process Components 1/2
  • Process Components 2/2
  • What s a Service?
  • SOA and Business Process
  • Process Modeling and SOA
  • From Ad-hoc to Formalization
  • Process-centric Organizations
  • The Value of Process-Centricity
  • Process Maturity
  • CMMI Levels 0-2
  • CMMI Levels 3-5
  • Key Tasks in Process Modeling
  • Roles and Responsibilities 1/2
  • Roles and Responsibilities 2/2
  • Process Modeling Standards
  • Summary
3. IBM Tools for BPM
  • Tools Coverage
  • WebSphere Business Modeler v6
  • Views, Editors and Perspective
  • Basic Operations with Views and Perspectives
  • Key Features
  • WebSphere Process Server v6
  • WebSphere Integration Developer (WID) v6
  • SCA Basics
  • Wiring Example
  • Key Features of WID
  • Finding Support and Documentation
4. Using WebSphere Business Modeler
  • Installation Techniques
  • The Workspace
  • Launching WBM
  • The Business Modeling Perspective
  • Business Modeling Project
  • Catalog
  • Creating a Project
  • The Project Tree View
  • The File System Structure
  • Business Group
  • Creating a Business Group
  • Grouping Elements in a Business Group
  • Exporting Projects
  • Importing Projects
  • Creating a Business Process
  • The Process Editor
  • Common Elements
  • Designing Data Structure
  • Using Data From a Process
  • Locate Errors in the Process
  • Running Simulations
  • Viewing Results
  • Samples and Tutorials
5. Service-Oriented Analysis & Design (SOAD) Introduction
  • Introduction to SOAD
  • Applying OOAD Principles
  • Abstraction
  • Abstraction in SOAD
  • Encapsulation
  • Encapsulation in SOAD
  • Modularity
  • Modularity in SOAD
  • Hierarchy
  • Hierarchy in SOAD
  • Why OOAD is not Enough
  • Granularity
  • The Need for Loose Coupling
  • The SOAD Methodology
  • The SOAD Methodology Steps
  • Stage 1 - Process Modeling
  • Process Modeling, (con d)
  • Business Process Document - for the User Placing an Order
  • Example: The Business Process Diagram
  • Example: The Resulting BPEL Document
  • BPEL Document, (Con d)
  • Stage 2 Service Identification
  • Service Identification, (Con d)
  • Service Identification, (Con d)
  • Example: Service Identification
  • Stage 3 Service Design & Implementation
  • Stage 4 - Process Implementation
6. SOA Case Study
  • Objectives
  • What is a Case Study?
  • Case Study Background
  • Additional Background
  • The Problem Statement
  • Status Quo Issues
  • Status Quo Issues (continued)
  • Opportunities
  • How Can SOA Help?
  • Example Solution Snippet
  • Summary
7. The Preparation Phase
  • Objectives
  • Understand the Organization
  • Organization Model
  • Key Business Processes
  • Preparing for a Project
  • Step 1: Identify the Stakeholders
  • Getting Stakeholder Buy-in
  • Step 2: Identify the Processes to Model
  • Process Identification Guidelines
  • Step 3: Identify the Needs and Motivations Behind the Project
  • Project Motivations
  • Define Project Goals
  • Modeling with Goals
  • Step 4: Define Process Scope
  • Define the Scope of Visibility
  • Step 5: Create a Project Plan
  • Summary
8. Modeling the As-is Process
  • Objectives
  • Introduction
  • Conduct Discovery Workshops
  • Interview Questions
  • How Much Detail?
  • Gather the Process Metrics
  • What Metrics to Gather? 1/2
  • What Metrics to Gather? 2/2
  • Business Process Use Cases
  • Return Handling Use Case
  • Information Modeling
  • Business Items
  • Identify Quick Wins
  • Deliverable Check List
  • Risks of this Phase 1/2
  • Risks of this Phase 2/2
  • Where to Go From Here?
  • Summary
9. Model Element - Basic
  • Introduction
  • Business Item
  • Business Item Instance
  • Business Item Templates
  • Internal Representation of Business Items
  • Data Catalog
  • Creating Business Item Template
  • Creating Business Item
  • Creating Business Item Instance
  • Advanced Editing
  • Notification
  • Example
  • Creating a Notification
10. Process Modeling - Basic
  • Process
  • Task
  • Service
  • Repository
  • Creating a Global Process
  • Creating a Local Process
  • Re-using a Global Process
  • Creating Tasks
  • Converting Local to Global
  • Creating Services
  • The Start Node
  • The Stop and End Nodes
  • Connections
  • Working With Data
  • Process Data Input and Output
  • Working With Repository
  • Decision Elements
  • Adding a Simple Decision Node
  • Adding a Multiple Choice Decision Node
  • Fork
  • Merge
  • Join
  • Merge and Join Input Data
  • Loop Elements
  • For Loop
  • While Loop/Do While Loop
  • Adding Sequence to a Loop
  • Providing Input to a Loop Element
11. Advanced Model Elements
  • Resources
  • Resource Definition Template
  • Predefined Templates
  • Resource Catalog
  • Create a Resource Definition Template
  • Resource Definition
  • Create a Resource
  • Roles
  • Creating a Role
  • Specify Role for a Resource
  • Timetable
  • Exemption
  • Creating a Timetable
  • Setting Exemptions
  • Specify Availability
  • Cost
  • Enter Cost
  • Special Time Based Cost
  • Expressions
  • Expression Builder
  • Term Types
  • Operators
  • Creating Modeling Artifact Term
  • Creating a Literal Term
  • Creating a Function Term
  • Creating an Expression With Function Term
  • Creating Sub-expression Term
  • Rules
  • Organization and Location
  • Organization Catalog
  • Organization Definition Template and Definition
  • Organization Unit
  • Location Definition Template and Location Definition
  • Organization Structure
  • Creating a Structure
  • Category
  • Creating Structure Definition
12. Advanced Process Modeling
  • Element Input Details
  • Input Criteria
  • Input Constraints
  • Correlation
  • Modeling Correlation
  • Precondition
  • Output Details
  • Output Criteria
  • Post Condition
  • Specify Required Roles for a Task
  • Specify Resources
  • Color Code by Role or Resource
  • Specify Duration
  • Specify Cost and Revenue
  • Specify Organization and Location
  • Color Coding Based on Organization or Location
  • Classifier
  • Predefined Classifiers
  • Creating Custom Classifiers
  • Using Classifiers
  • Color Coding Using Classifier
  • Map Element
  • Adding a Map
  • Observer Element
  • Timer
  • Specify Timeout
  • Swimlane Layout
  • Business Modeling Modes
  • WebSphere Process Server Mode
  • WebSphere Process Server Mode Guidelines
  • Technical Attributes View
13. Modeling the Optimized Processes
  • Objectives
  • Process Optimization Basics
  • Process Optimization Steps
  • Role of Modeling in Optimization
  • Common Optimization Goals
  • Common Solutions
  • Model the New Processes
  • Simulation
  • Process Token
  • Modeling Resource Constraints
  • Open and Close Ended Analysis
  • Preparing for Simulation
  • Running Simulation
  • Analyze Simulation Results
  • Communicate with BPM Managers
  • Deliverables of this Phase
  • Risks of this Phase
  • Summary
14. Process Simulation
  • What is Simulation?
  • Key Components
  • Tokens
  • Basic Simulation Methodology
  • Creating a Simulation Snapshot and Profile
  • Things to Remember
  • Profile Attributes
  • Profile Attributes for a Process
  • Specify Input Data to the Process
  • Profile Attributes for an Element
  • The Problem With Business Item Instance Output
  • Configuring Profile Attribute Defaults
  • Running Simulation
  • Simulation End Message
  • Configure Simulation Control
  • Viewing Statistics
  • Viewing Process Statistics
  • Viewing Task Statistics
  • Viewing Connection Statistics
  • Configure Statistics Display
15. Analyzing Process Models and Simulations
  • Introduction
  • Static Analysis of a Process Model
  • Activities by Classifier Analysis
  • Activities by Location Analysis
  • Activities by Organization Unit
  • Activity Cost and Duration Analysis
  • Activities Unable to Start Analysis
  • Activity Resource and Role Leveling Analysis
  • Throughput Analysis
  • Path Cycles Analysis
  • Paths Unable to be Followed Analysis
  • Static Analysis of the Model Elements
  • Role Cost Analysis
  • Role Cost Summary
  • Role Availability
  • Resource Analyses
  • Type Instance Matching
  • Matrix Analysis
  • Qualified Resources for Role
  • Simulation Profile Analysis
  • Profile Specification Analysis
  • Static Process Cases Summary Analysis
  • Dynamic Analysis
  • Activity Cost
  • Activity Statistics
  • Activity Resource Allocation
  • Resource Usage
  • Process Case Analysis
  • Process Instance Summary
  • Comparative Analysis
16. Querying, Reporting and Printing
  • Objectives
  • Querying
  • Using Predefined Queries
  • Running Queries
  • Creating Queries - Manually
  • Creating Queries Manually Cont d
  • Running Queries Manually Cont d
  • Carrying out Analysis
  • Reporting
  • Data Sources
  • Formatting Reports
  • Report Templates
  • Documentation Reports
  • Dynamic Analysis Reports
  • Static Analysis Reports
  • Creating Report Templates
  • Specifying Page Attributes
  • Summary
17. Exporting Models
  • Objectives
  • The Need for Exporting Models
  • Export Formats
  • Exporting to WebSphere Business Modeler Project Format
  • Exporting to UML Business Modeling Profile Format
  • Exporting to WebSphere MQ Workflow v3.5
  • Exporting to WebSphere Business Integration Server Foundation
  • Exporting Business Items to Delimited Text Files
  • Exporting to WebSphere Business Modeler XML Format
  • Exporting to WebSphere Process Server
  • Summary
18. Publishing a Project
  • Objectives
  • The need for Publishing
  • WebSphere Business Modeler Publishing Server
  • WebSphere Business Modeler Publishing Server - Architecture
  • WebSphere Family
  • Draft Portal
  • Working with Comments on Draft Portal
  • Released Portal
  • WebSphere Business Modeler Publishing Server
  • Publishing from WBM Model Publishing
  • Connecting to a Publishing Server
  • Publishing Projects
  • Summary
19. Versioning Projects
  • Objectives
  • The Need for Versioning
  • Software Configuration Management (SCM) Tools
  • Versioning WBM Projects
  • Adding CVS Repository Location
  • Adding Rational ClearCase Repository
  • Working with Repositories - Sharing Projects
  • Working with Repositories - Viewing Repository Projects
  • Working with Repositories - Checking Out Projects
  • Working with Repositories - Synchronizing Data
  • Working with Repositories - Disconnecting From Repository
  • Working with Repositories - Viewing Versions
  • Summary
20. Managing and Measuring a Process
  • Objectives
  • Managing a Process
  • The Manager's Role
  • Planning for the Process
  • Control the Process
  • Process Measures
  • Organizational Hierarchy Measures
  • Process Hierarchy Measures
  • Balanced Scorecard
  • KPI Design
  • Modeling KPI
  • More KPI Types
  • Alerts
  • Summary
21. Business Metric Measurement
  • Objectives
  • Interaction with Other Tools
  • WebSphere Business Monitor
  • Business Measure Model
  • Key Performance Indicators (KPIs)
  • Creating Business Measures Models
  • Creating Business Measures Models - Cont'd
  • Adding KPIs
  • Adding KPIs - Situation Events
  • Adding Metrics
  • Synchronizing with Process Model
  • Exporting Business Measures Models
  • Summary
22. Advanced Process Modeling
  • Objectives
  • Introduction
  • Asynchronous SOA
  • SOA Callbacks ...
  • Callback Example
  • Additional Uses of Callbacks
  • Non-Blocking Calls in SOA
  • Parallel Activity
  • One-Way Non-Blocking Calls
  • Assured Delivery
  • BPEL Events Handling
  • Event Handler Details 1/2
  • Event Handler Details 2/2
  • Introduction
  • Error Handling in a Service
  • Designing Faults
  • Error Handling in a Process
  • Fault Handler
  • Fault Handler Example
  • Raising Faults in a Process
  • Compensation
  • Example Compensation
  • Compensation Handler
  • Compensation Guidelines
  • Summary