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)

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  • 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...

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  • 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