Topic outline

  • General

  • 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 goals
      • Model types
      • Modeling approaches/standards

      Intro to 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

        • 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"

        • T1: Modeling Basic Processes (part 2)

          • 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)

        • 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.)

          • 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

                    • 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) gateway
                      • 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