Is BPMN right for my purpose? - bpmn

Intro
The company I work in (it is an intern-like position though, until I am done with university) recently implemented an automated warehouse solution, where goods are transported by means of autonomous shuttles. The basic functions of the shuttles are controlled by onboard electronics (microcontroller), routing through the warehouse racking is done by software solution which in turn communicates with our ERP solution. Effectively the ERP solution handles the whole warehousing.
Task
There are well documented processes for every of the four layers (operator who loads the the shuttles, shuttle itself, routing, ERP) individually. But since we kind of puzzled all four of them together to one solution (which was kind of new to all of the participating companies), there are only vague, on-the-flyish process descriptions involving all four layers available.
Now I have been tasked to come up with a solution to illustrate the processes at work.
Example
ERP signals goods in demand at assembly station A1
Warehouse operator looks at screen and starts loading boxes to be picked up by
shuttle
Warehouse operator puts in details into ERP, such as count/weight, box number,
...
Warehouse operator clears boxes for pick-up (by confirming inputs in ERP)
ERP generates transport order
ERP sends transport order to routing software
Routing software sends telegram to shuttle control
Shuttle control turns wheels and asks for directions to pick up boxes
...
Question
As mentioned, I have to graphically represent the kind of processes similar to the one shown in the (easy and not complete) example above. I need to incorporate the operator's actions as well as basic communication between shuttle, routing software and ERP.
Since I attended a course on BPMN at university it came to mind immediately. But now, after immersing myself into information about BPMN for several hours I still can't conclusively tell if BPMN helps my efforts or just further complicates the whole thing.
Is BPMN the right tool for my purpose?
Disclaimer
I am not a Business Analyst. I have looked at alternatives to BPMN (simple flowcharts, activity diagrams, ...) but they don't seem to fit.
Just putting together the existing processes for every respective layer yields no result, owing to the different and sometimes too detailed process descriptions.
Edit
The ERP is SAP ERP 6.0 EHP7 with integrated WMS component.

TL;DR: use the notation you would be implement process in, i.e. choose BPMS, not BPMN.
The notation itself means nothing unless it has proper tool for modelling and further process implementation aka BPMS. You can find dozens of comparisons (e.g. BPMN vs EPC or BPMN vs BPEL), however they won't help you unless you have clear understanding where and how you will be implement you modeled process.
Generally speaking, EPC is used for more high-level view of the process, whereas BPMN is utilized for more fine-grained view, where all technical details of communications between peers can be described. However, it depends.
I also recommend you to review this table
and answer the question to yourself whether your process changes (in)frequently or not, and whether you need separate BPM tool.
How I see it from your description: you have four participants (four layers), which are four lanes in BPMN terms, and they are collaborating/communicating with each other during the process. Generally speaking, this fits to BPMN application area, but personally I feel that you should stick your ERP tooling. I don't know which ERP you use, but every serious ERP solution includes tool for process customization. For example, SAP has Workflow,
which can widely enhance and extend existing processes within SAP. Probably, your ERP have it too.
Again, it's not clear which warehouse management system you use and if it is integrated to your ERP. It seems to be not, and it seems to be some old legacy system, because of which you start re-modelling the stuff. In this particular case it might me wiser to acquire special advanced warehouse management package (take a look at SAP's EWM features as an example) which can cover most of your requirements.

Related

Features and Use Case Diagrams Vs Requirements and Use Cases

According to "Head First Object-Oriented Analysis and Design", Complex projects involves first finding a feature list -> drawing use case diagrams -> breaking into smaller modules before implementing object oriented design (requirements gathering -> use cases -> OO -> design patterns etc.)
I want to understand, what is the criteria for the size of project when feature lists and use case diagrams should be implemented before finding requirements and writing use cases?
I am particularly interested in how can this knowledge be applied to my real wold problems
Example, I am working on a UI that send instrument commands to the server and displays the response back from the server. I know from customer feedback that the UI should have the following things:
It should be able to let the user select an instrument from available list and send any custom command and display the result
It should be able to let the user select an instrument and a command from available list and display the result (create commands using drag and drops from given lists)
It should be able to have capability of creating macros
Is this UI project small enough to not have steps for gathering features and drawing use case diagrams? Do we go straight to categorizing the asks as requirements and start gathering requirements and writing use cases?
How would one go about breaking down project of this nature to deduce it to its appropriate class diagrams?
I have tried considering the above mentioned asks as features and then tried creating requirements, mainly on the different states that one could have during the life cycle of the UI application but I am still not sure and unable to comprehend the teachings of the books on this project.
I haven't read the book, so I'm not sure what the author(s) of the book really wanted to emphasize here. But I assume that you misinterpreted it.
Without knowing the requirements there is no feature list. If you don't know what is needed then you can't say anything about the system's capabilities.
Gathering requirements is an iterative process. First you gather the high-level requirements in order to be able to start building a mental model about the system. This can help you to start think about the supported features. By sharing your mental model and the exposed feature set of the system with the stakeholder, it initiates the next iteration.
Here you can start talking about actors, user journeys, use cases, etc. These are mainly focusing on the happy paths. As you have more and more iterations you will reach a point where you can start talking about edge and corner cases: What suboptimal cases can we foreseen? What can we do (prevention, detection, mitigation)? How does it affect the system/actors/journeys?...
The better you understand the needs and circumstances, the better the design and implementation of the system could be.
UPDATE #1
Will we always have high-level and low-level (edge cases and detailed use cases) requirements i.e. we will first need to make use case diagrams and then write individual detailed use cases?
There are a lot of factors which can influence this. Just to name a few:
Is it a system, submodule, or component design?
Is it a green or a brownfield project?
Is the stakeholder experienced enough to know which information matters and which doesn't from the IT project perspecitive?
Does the architect / system designer have previous experience with the same domain?
Does wireframe or mockup exist at project kick-off?
Should the project satisfy special security, legal or governmental regulations?
etc...
In short, yes there can be circumstances where you don't need several iterations, but based on my experiences that's quite rare.

OOP - Can a part of the application you are designing also be an actor?

I am studying Object Oriented Design and am using usecases with actors and scenario''s to plan out the application i am trying to build. No specific language yet, just the theory at the moment.
I have come to the point where i have identified and written out the use cases for the users, administrator, owner, etc and also the external systems like the feed generator.
but i have come to realise that my application actually consists of multiple smaller apps. like a data gathering application and a analysis application.
Can/should i use the data gathering and analysis app as an actor in the overall application too?
I can write specific use cases for them, with scenarios etc.
Typically, no.
Actor is an entity that sits outside of the system and produces some action. It gets to the system boundaries, but then all interactions between system components are modeled not as usecases, but as i.e. dynamic diagrams or sequence diagrams.
For the record, I think this approach is flawed and doesn't really help you in building applications. I personally prefer thinking about components and their interactions directly, without forcing the idea of architecture to fit a particular modeling scheme.

Modelling language for a process / transaction

I am writing my Bsc. thesis about a transaction which involves several software systems. Its basically about the communication and information exchange of a ERP system and a webservice which I am implementing. There is a module on the ERP side and the web service on the other. The transaction is communication with XML files.
I want to model this process or transaction and don't know the right modelling language for that purpose. Is the UML component model the right one?
I also want to annote side information like the programming language I am using at a certain step in the process or which XML standard is beeing used. It would also be nice to annotate the asynchronous HTTP sending and receiving in the process.
Thanks for your help!
Marco
If your primary goal is to document the interactions among web service and ERP module then the most appropriate UML diagram is likely either a sequence diagram or activity diagram.
Both will help to show the protocol (sequence of interactions). Both can be annotated with anything you like using notes or constraints.
If you're trying to capture more specifics on the representation of messages UML may not be appropriate. Its strength is showing the structure of the interaction, less so structure of the messages themselves. If you want to show that detail it may be more appropriate to look at some of the web service standards, e.g. WS-choreography.
hth.

What is a workflow system? [closed]

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How can I differentiate a Workflow system from a normal application that automates some work? Are there any specific feature a system must have to be categorized as a workflow system?
Workflow systems manage objects (often logically or actual electronic replacements for documents) that have an associated state. The state of an object in the system is node in a state machine (or a Petri net).
State transitions move an object from one state to another. The transitions can be triggered by people, automated events, timers, calendars, etc. Usually the transitions represent steps in a process in the real world.
That's pretty abstract, so consider an example: bug tracking software. A bug report probably starts out unvalidated, and as such is in a QA tester's queue. The QA tester will validate the report and make sure the steps are clear, grade the report for severity etc., and assign it to a developer or developer group. It is then in the developer's queue, who will ultimately fix or decide not to fix the bug, which will send it back to QA for validation. If there's a dispute over the bug, it might go into a state in which it bubbles up the management stack.
A trivial implementation of the above is to use an enumeration for the state associated with every object, and make everybody's inbox be a query for objects with a state of a particular enumeration value.
That's the gist of it, but things can get more complex, such as splitting off new objects, reacting to non-human events such as timing, internal or external (i.e. third-party) services, etc.
A workflow management system pushes users through a process that hops across more than one function within a system and potentially more than one participant in the workflow. The workflow engine knows about the state of the process, and stashes this in its own storage, which may or may not be a part of the main application database.
Workflows can be modelled using state machines, petri nets or various other constructs, including plain old scripting languages. An independent orchestration system can be used to manage workflows across multiple applications. Many (but not all) support BPEL (Business Process Execution Language) as a standard description language for workflows. If your applications are set up as a service-oriented architecture the workflow system can control the application functionality to do this. The other feature of a workflow engine is that it should be possible to abort the workflow and undo any state changes while maintaining database consistency.
www.workflowpatterns.com has a collection of documents about workflow systems, along with a library of patterns.
Examples of applications for workflow systems:
Insurance Claims Administration. Essentially the grand-daddy of them all. Typically this process will have rules covering who can authorise how much, who can process claims on different classes of business, what documents need to be present and linked to provide an audit trail, issuing and tracking the issue of payments and authorising loss-adjustment work. A typical claims workflow would track a claim from notification to authorisation of reserves and payments, through to issuing the payment, with side-processes for arranging loss-adjustment work (possibly through third parties), holding payment authority until this is finished and issuing and paying loss-adjusting expenses. In practice, these processes can get quite complicated.
Ordering, quoting and configuration management of a complex product such as a computer system.
One unusual example was a system developed by a pharmaceutical manufacturer that tracked the approval process for a new pharmaceutical product. This also incorporated an expert system that had the regulatory framework coded in it and could pick a shortest path through the regulatory hoops. This dropped their average R&D life-cycle time to market from 9 years to 5.5 years.
I would consider the application a workflow system if the user is guided through the business process without to the need to refer to any external documentation of that business process.
Expanding on Barry's bug tracking example I would say your bug tracking application is a workflow application if for example there is a button called "Close" that when pressed transitions the bug into a closed state, maybe allows the user to enter a closing comment, records the timestamp and user name and then sends an notification e-mail.
It is not a workflow system if the user has to pick the new state from a drop down and then send a notification e-mail himself.
I don't thing there is a precise definition. Here are some loose criteria:
coordinates the work of more then one person (but not groupware),
in a complex, organizational setting,
usually as part of a managed business process (as in BPM).
What is workflow?
The automation of a business process,
in whole or part, during which
documents, information or tasks are
passed from one participant* to
another for action, according to a set
of procedural rules.
*participant = resource (human or machine)
In my opinion, there are two types of workflow in terms of software. Static (or built-in) workflow and dynamic (programmable) workflow. Many document management, bug tracking, or even blog software have built-in workflow using simple state transition.
When people say "workflow," I think they generally mean the ones that you can program business logics into some existing software, like if the inventory is short on carrots, call sysco automatically.
For a real-life example of workflow feature, see Microsoft Dynamics CRM.

Software "Robots" - Processes or work automation [closed]

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I have being toying with the idea of creating software “Robots” to help on different areas of the development process, repetitive task, automatable task, etc.
I have quite a few ideas where to begin.
My problem is that I work mostly alone, as a freelancer, and work tends to pill up, and I don’t like to extend or “blow” deadline dates.
I have investigated and use quite a few productivity tools. I have investigated CodeGeneration and I am projecting a tool to generate portions of code. I use codeReuse techniques. Etc.
Any one as toughs about this ? as there any good articles.
I wouldn't like to use code generation, but I have developed many tools to help me do many of the repetitive tasks.
Some of these could do nice things:
Email Robots
These receive emails and do a lot of stuff with them, they need to have some king of authentication to protect you from the bad stuff :
Automatically logs whatever was entered in a database or excel spreadsheet.
Updates something in a database.
Saves all the attachments in a specific shared folder.
Reboot a server.
Productivity
These will do repetitious tasks:
Print out all the invoices for the month.
Automatically merge data from several sources.
Send reminders of GTD items.
Send reminders of late TODO items.
Automated builds
Automated testing
Administration
These automate some repetitive server administration tasks:
Summarize server logs, remove regular items and send the rest by email
Rebuild indexes in a database
Take automatic backups
Meta-programming is a great thing. If you easily get access to the data about the class structure then you can automate a few things. In the high level language I use, I define a class like 'Property' for example. Add an integer for street number, a string for street name and a reference to the owning debtor. I then auto generate a form that has a text box for street number and street name, a lookup box for the debtor reference and the code to save and load is all auto-generated. It knows that street number is an integer so its text box can only accept integers. If I declare a read only property it will also make sure the text box is read only.
There are software robots, but often you really don't see them. For example consider a robot that is used to package stuff. There is a person who monitors the robot in case of a failure. When the robot fails, the person shuts the robot down and fixes things. That person is like a programmer who operates IDE to compile, refactor etc. When errors occur, the programmer fixes the code and runs the compiler again.
Well compiling is not very robot like, but then there are software that compile your project automatically. Now that is more like a kind of a robot. That software robot also checks things in the code like is there enough comments and so on.
Then we have software that generates code according to our input. For example we can create forms in MS Access easily with Wizards. The wizards are not automatically producing new forms form after form after form, because we need every form to be different. But the form generator is a kind of robot-like tool that is operated.
Of course you could input the details of every form first and then run generate, but people like to see soon every form. Also the input mechanism is the form pretty much already, so you get what you create on the fly. Though with data transformation tools you can create descriptions of forms from a list of field names, generate the forms, and call that as using robots.
There are even whole books about automated software production, but the biggest problem is, that the automation of the process lasts longer then the process itself.
Mostly programmers give up on this, since they try to achive everything on one step, from manual programming, to automation.
Common automation in software production is done through IDEs, CodeGenerators and such, until now nearly no logic is automated.
I would appreciate any advance in this topic. Try to automate little tasks from the process, and connect those tasks afterwards. Going step by step.
I'm guessing that, just like just about every software developer on planet Earth, you want to write software that writes software by itself. Unfortunately, it's an idea that only works on paper. I mean, we have things like code generators, DSLs, transformation pipelines, Visual Studio add-ins that statically analyse code and generate derivative code, and so on. But it's nowhere near anything one would call a 'robot'.
Personally, I think more needs to be done in this area. For example, the IDE should be able to infer things and make suggestions based on what I'm actually doing. For example, if I'm adding a property, the IDE infers what attributes other properties in the file has, and how the property itself is structured, and adjusts the property accordingly.
Any sort of AI is hard work and, regrettably, does not have such a great ROI. But it sure if fun.
Scripting away the repetitive tasks - that's what you refer? I guess you're a Windows developer where scripting is not as nearly common as in *nix world. Hence your question.
You might want to have a look at the *nix side of software development arena where the workflow is more or less similar to what you describe (at least more than Windows). Plowing your way via bash, perl, python, etc.. will get you what you want.
ps. Also look at nsr81's post in comments for similar scripting tools on Windows.
Code generation is certainly a viable tool for some tasks. If done poorly it can create maintenance problems, but it doesn't have to be done poorly. See Code Generation Network for a fairly active community, with conference, papers, etc.
Code Generation in Action is one book that comes to mind.
You can try Robot framework
http://robotframework.org/
Robot Framework is a generic automation framework,It has easy-to-use tabular test data syntax and it utilizes the keyword-driven approach.
Even you can used this tools as software bot (RPA).
Robotic Process Automation
First, a little back-story... In 2011, I was the Operations Manager for Contracting Center of Excellence at Bristol-Myers Squibb. We were in the early stages of rolling out a brand new Global Contracting System. This new system was replacing a great deal of manual effort across the globe with the intention of one system to create, store and retrieve Contracting information for all of the organization. No small task to be sure, and one we certainly underestimated the scope and eventual impact of. Like most organizations getting a handle on this contract management process, we found it to be from 4 to 10 times larger than originally expected.
We did a lot of things very right, including the building of a support organization from the ground up, who specialized on this specific application and becoming true subject matter experts to the organization in (7) languages and most time zones.
The application, on the other hand, brought it's own challenges which included missing features, less than stellar performance and a lot of back-end work needing done by the Operations team. This is where the Robotics Process Automation comes into the picture.
Many of the 'features' of this software were simply too complicated for end users to use, but were required to create contracts. The first example was adding a "Contact" to whom the Contract would be made with. The "Third Party", if you will. This is a seemingly simple thing, which took (7) screens of data entry, a cryptic point of access, twenty two minutes and a masters degree to figure out, on your own for each one. We quickly made the business decision to have the Operations team create these 'Contacts' on behalf of our end users. We anticipated the need to be a few thousand a year. We very quickly passed 800 requests per week. With three FTE's working on it, we had a backlog ever growing and a turn-around time of more than two weeks per request. Obviously, this would NOT due in any business environment.
The manual process was so complicated, even my staff had a large number of errors in creating them, even as subject matter experts. The resulting re-work further complicated the issue and added costs. I had some previous Automation experience and products that I worked with, but this need was even more intense and complicated than I had encountered before. I needed something great, fast, easy to implement and that would NOT require IT assistance (as that had it's own pitfalls.) I investigated a number of products, all professing to do similar things. One of course, stood out to me. It seemed to be the most capable, affordable and had good support options. The product I selected was Automation Anywhere at the bargain price of about $4000.00 USD.
I am not here to pitch for Automation Anywhere, or any specific product, for that matter. But, my experiences with this tool, forever changed my expectations and understanding of what Robotic Process Automation really means.
Now, don't get me wrong, I am not here to pitch for Automation Anywhere, or any specific product, for that matter. But, my experiences with this tool, forever changed my expectations and understanding of what Robotic Process Automation really means. (see below, if you are unsure)
After my first week, buying the tool and learning some of the features, I was able to implement a replacement of the manual process of creating a "Contact" in the contracting system from a two week turn around, to a (1) hour turn-around. It took the FTE effort of 22 minutes for each entry, to zero. I was able to run this Automated process from a desktop PC and handle every request, fully automated, including the validation and confirmation steps into other external systems to ensure better data quality than was ever possible, previously. In the first week, my costs for the software were recovered by over 200% in saved labor, allowing those resources to focus on other higher value tasks. I don't care where you are from, that is an amazing ROI!
That was just the beginning, now that we had this tool, and in fact it could do much more than this initial task I needed, it became one of the most valued resources for developing functional Proof of Concept/prototypes of more complex processes we needed to bridge the gaps in the contracting system. I was able to add on to the original purchase with an Enterprise License and secure a more robust infrastructure partnering with our IT department at a an insanely low cost for total implementation. I now had (5) dedicated Corporate servers operating 24/7 and (2) development licenses for building and supporting automation tasks and we were able to continue to support the Contracting initiative, even with the volume so much greater than anticipated with the same number of FTEs as we started with. It became the platform for reporting, end user notification, system alerts, updating data, work-flow, job scheduling, monitoring, ETL and even data entry and migration from other systems. The cost avoidance because of implementing this Robotic Process Automation tool can not be over stated. The soft-dollar savings from delivering timely solutions to the business community and the continued professional integrity we were able to demonstrate and promote is evident in the successful implementation to more than 48 countries in under (1) year and the entry of over 120,000 Contracts entered each year since.
It became the platform for reporting, end user notification, system alerts, updating data, work-flow, job scheduling, monitoring, ETL and even data entry and migration from other systems.
While the term, Robotic Process Automation is currently all the buzz, the concepts have been around for some time. Please, please however, don't make the assumption that this means it is a build and forget situation. As it grows, and it will grow, you need a strong plan to manage tasks, resources and infrastructure to keep things running. These tools basically mimic anything a human can do, and much more than a human as well. However, a human can rather quickly change their steps in a process if one of the 'source' systems she/he is using has a change in the user interface. Your Automation Tasks will need 'tweaked' to make that change in most cases. Some business processes can be easier than others to Automate and might be two complex for a casual "Automation task creator" to build and or maintain. Be very sure you have solid resources to build and maintain the tasks. If you plan to do more than one thing with your RPA tool, make sure to have solid oversight, governance, resources and a corporate 'champion' or I assure you, your efforts will not be successful.
Robotic Process Automation Defined:
(IRPA) Institute for Robotic Process Automation: “Robotic process automation (RPA) is the application of technology that allows employees in a company to configure computer software or a “robot” to capture and interpret existing applications for processing a transaction, manipulating data, triggering responses and communicating with other digital systems.”
Wikipedia: “Examples of robotic automation include the use of industrial robots in manufacturing and the use of software robots in automating clerical processes in services industries. In the latter case, the use of the term robot is metaphorical, conveying the similarity of those software products – which are produced to provide a generic automation capability and then configured within the end user environment to execute manual and repetitive tasks – to their industrial robot counterparts. The metaphor is apt in the sense that the software “robot” is now mimicking or replacing a function classically associated with a person.”