Topic outline

  • Course Overview

    • Learning Objectives
    • Target audience
    • Expected outcomes/benefits
    • Course roadmap
    • Class approach (lectures, demos, hands-on exercises, case study, resources, etc.)

    • Background and core concepts

      Core Concepts

      Modeling (general):
      • Modeling goals
      • Model types
      • Modeling approaches/standards
      Process Modeling:
      • Process definition
      • Process types
      • What do all process models show?
      • Process Models vs. Process Instances
      • Process modeling approaches
      • Standardizing process modeling: Business Process Model and Notation (BPMN)
      • Process Logic vs. Task Logic
      • BPMN Notation and Element Types

        Establishing a common language:

        • BPMN "language" (standard)
        • Modeling abstraction levels/toolkits
        • Process modeling element types (by function)
        • Process modeling rules, method, and style

        Case Study/Exercise(s):
        • Intro to Case Study: Project Goals/Objectives, Approach, Assumptions, etc.

        • T1: Modeling Basic Processes (part 1)

          Using Toolkit 1 (T1) to model Basic Processes:

          • Bad vs. Good process models: what makes them bad/good?
          • Purpose and target audience
          Core elements: 

          • Tasks: Abstract, User, System, Decision/Business Rule
          • Sub-processes
          • Sequence Flow (within pools)
          • Conditional workflow/gateways: Data-based Exclusive (XOR) and Parallel (AND)
          • Events: Start (triggers: Abstract, Message, Timer), End (results: Abstract, Message, Terminate)
          • Pools and Lanes/sub-lanes
          • Message Flow (between pools)
          Additional elements: 

          • Data objects: Inputs/Outputs, Data stores
          • Documentation artifacts: Associations/Annotations, Groups
          • Connectors: Link "events"

          Case Study/Exercise(s):

          • Identify Key Activities/Top-level Discovery Map (DRAFT)

          • T1: Modeling Basic Processes (part 2)

            BPMN Rules, Method, and Style:
            • BPMN Rules
            • Method/approach to model Basic Processes
            • Tips & Best practices/styl
            • Visualizing/validating process flow using Tokens
            • Tools to model Basic Processes (low-tech/software)

            Case Study/Exercise(s):

            • Refine DRAFT Discovery Map
            • Create Top-Level Process Diagram (DRAFT)

          • T2: Modeling Advanced/Complex Processes (part 1)

            Using Toolkit 2 (T1 + additional elements/constructs) to model advanced/more complex processes:

            • Purpose and target audience

            Additional elements:

            • Additional task types: Manual, Service, Script, Send, Receive
            • New: indicating Loop & Multi-instance activities
            • Additional sub-process types: Ad-hoc, Call/Global, Transition
            • Additional gateways: Inclusive (OR), Event-based gateway
            • Additional event types: Intermediate, Boundary (Interrupting or Non-Interrupting)
            • Additional event triggers/types: Signal, Escalation, Error, etc.
            • New: Event Sub-processes

            • T2: Modeling Advanced/Complex processes (part 2)

              • BPMN Rules (T2)
              • Method/approach to model Advanced/Complex Processes
              • Tips & Best practices/style
              • Tools to model Advanced/Complex processes
              • Validating challenges & solutions (tokens, tool-facilitated validation/simulation, etc.)
              Case Study/Exercise(s): 

              • Bring it to the next level...

            • Process Analysis & Design using BPMN (overview)

              Validation levels:

              • BPMN Syntax
              • Completeness/consistency (e.g. Dead-ends, Infinite loops, "Unreachable" tasks, etc.)
              • Performance (e.g. Time, Costs, etc.)
              • Resource Utilization (based on work, assuming unlimited resource availability)
              • Scheduling (e.g. taking into account Resource availability)
              • etc.

              Business Process Optimizations/Improvement approaches:

              Process Analysis and (Re)Design:

              • Types/examples of process inefficiencies 
              • Types/examples of process improvements

              • Trends/Hot Topics

                • Process Simulation Standard (BPSim)
                • Separating and integrating process (BPMN), decision (DMN), and case management (CMMN) modeling
                • Adopting Event Sub-processes
                • Defining Executable Processes (using BPMN and SOA) and running them in Process Engines
                • Choreography Models: pragmatic or just academic?

                • BPM/BPMN Career options/resources

                  • IIBA and PMI Certifications (basic/generic)
                  • OMG Certifications (advanced/specialized)
                  • Other?

                  • BPMN Tools

                    • Low-tech: whiteboards + sticky notes/index cards
                    • Drawing tools (e.g. MS Visio)
                    • Modeling tools (e.g. IBM Bluewaork Live, Signavio, Bizagi Modeler, etc.)


                    • PRACTICE: Case Study/Exercises

                      • Challenge/opportunity, Goals/Objectives, Strategy, and Approach
                      • Discover/list Key Activities/Milestones (Discovery Map)
                      • Basic Process Model/Diagram:
                        • activities: tasks & sub-processes
                        • sequence flow & conditional flow (XOR & AND gateways)
                        • pool/lanes
                        • start and end events
                      • Advanced modeling:
                        • inclusive (OR) gateways
                        • responding to/generating intermediate events: messages, time, etc.
                        • boundary events: reminders (non-interrupting) and escalations (interrupting)
                        • collaboration between processes: multiple pools (private, abstract, or public), message flow, event-based gateway
                        • applying BPMN best practices/style