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IBM WebSphere Business Modeler for BPM
Course Description
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Outline
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IT Home
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