BPMN: Do Deadline Timers need their own flow line? - bpmn

I am capturing my company's formal software release process using BPMN. We do major releases of our software on a quarterly basis, and there are a number of gates which are X days before release day, e.g. "No further additions to the scope the quarterly release after T-minus 37 days" where T is release day.
Edit: The gateways start with "Register the project for this release", proceed through deadlines for critical documents like "Publish Design Documentation" and "Publish Test Plan" and denote drop dead dates for completing implementation, QA testing and such. For example, if the QA testing isn't finished 18 days before the release date, the project is pulled from that quarter's release. I want to capture that in this process documentation.
The correct way to document these (AFAIK) is to use an interrupting timer like so:
My question is, if in all cases the timer traces to the same location as the base activity, could I omit the redundant flow / trace line? It seems to me it will clutter up my diagram to have all these activities tracing two lines each to the same next point in the process.
Some additional context: use of BPMN is still unusual at my company, and I very much want to create "correct" diagrams as part of building up a collection of reference diagrams to show other people. So if the formally correct way is to trace from both the activity and the event, then I want to do that. I'm hoping that there is an accepted convention that supports a single trace.
edit: Our process is that PMs can add as many projects to the release as they want up until the deadline, after which they'll have to put the projects into a subsequent release. However, throughout the project there are a bunch of timing gates such as "QA testing complete and test report delivered" that we also have to meet. This process has six or seven of these.
I was wondering if I could do it like so, sending the timer to an end point so as to illustrate you had to finish the activity before the timer expires or exit the process:
Another method that draws on the first answer:
I like this one the most from a clarity stand-point. According to Silver's "The Rules of BPMN" says "All flow nodes other than end events and throwing Link events must have an outgoing sequence flow..." which this representation does, because the timer is guaranteed to fire.

Considering your use case, timer events are probably not a good solution.
Your process implies that projects are registered once (all of them together), whereas your textual description suggests projects can be added multiple times for one release, given they meet the required deadline.
So actually, you have two processes:
Register project for release
Release software
Register project for release is a process frequently executed by a team lead or project manager, I suppose.
Release software is a process executed by the release managing team (for example).
The Register project for release process contains some decision logic that decides for which release the project is registered. This information is saved in a document/data store to be accessed during the Release software process.
Below, you see a sketch of the processes (both in the same diagram):
Note that the decision logic is hidden in a Business Rule Task.
Of course, the decision logic needs to determine if the project can still be added to the current release. This can be done with the help of an Exclusive Gateway.
However, you might want to consider the Decision Model and Notation, which complements BPMN to better represent decision logic, for this.

Related

VRP with team building

I am using optaplanner with drools score calculation and chained variables.
An additional requirement for my optimization problem is, that some tasks may need more than one worker (e.g., someone has to hold the ladder).
Since this case is not covered by the simple VRP example from the docs, I have to come up with my own implementation (this is were things start to go out of hand :)).
What follows is the description of my idea and a picture of it. My question is, if this kind of chain freezing is possible for OptaPlanner (with multithreading).
If yes, where can I find resources for this?
If not, what are other possibilities to cover team building processes?
Idea:
Two separate workers complete their first tasks. After that, a task requires a team of two. Both suppliers build a team (a team object will inherit from the worker and is also an anchor). As soon as they build a team, they get assigned to blocking tasks (on their initial chains).
Blocking tasks have the same start and duration as the team task. When the team task is completed, the initial chains unfreeze, and the workers continue working on their own again.
!! Not shown in the picture: A team chain needs to be frozen after the team breaks up.
I hope that could explain what I am trying to do.
Best,
David

Understanding Scrum [closed]

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I have been working as a .net developer following the waterfall model. When working on, say a 12 months project, usually my team follows Analysis, Design, Coding and Testing phases. But when it comes to following the Scrum process, I don't really understand how I need to deal with it.
Consider a sprint for 4 weeks and the backlog has 10 items. Let the sprint start now. If developers are working on some backlog items for the first 10 days, I don't know if testing (both SIT and UAT) will require JUST the remaining 10 days to complete the work. And now our sprint does not have any time to do last minute bug fixes and only few bugs could be fixed IN THE PLANNED SPRINT.
And when we do development, how can we make sure that we keep the testing team busy apart from just preparing test cases and waiting for us to deliver the functionality?
This raises a question if we need to deliver the first task/feature within the first 3 days of the sprint, so that testers might be ready with their test cases to test that piece.
I also need to educate my client to help in adapting the Scrum process.
I need some guidelines, references or a case study to make sure that our team follows a proper Scrum process. Any help would be appreciated.
In an ideal Scrum team, testers and developers are part of the team and testing should occur in parallel of the development, the phases are overlapping, not sequential (doing things sequentially inside a Sprint is an anti-pattern known as Scrumerfall). And by the way, contrary to some opinions expressed here, an ultimate Scrum implementation produces DONE DONE stories so testing - including IST, UAT - should be done during the Sprint.
And no, testers don't have to wait for Product Backlog Items (PBI) to be fully implemented to start doing their job, they can start writing acceptance tests scenarii, automate them (e.g. with FitNess), set up test data set, etc (this takes some time, especially if the business is complicated) as soon as the Sprint starts.
Of course, this requires very close collaboration and releasing interfaces or UI skeletons early will facilitate the job of testers but, still, testers don't have to wait for a PBI to be fully implemented. And actually, acceptance tests should be used by developers as DONEness indicator ("I know I'm done when acceptance tests are passing")1.
I'm not saying this is easy, but that's what mature (i.e. Lean) Scrum implementations and mature Scrum teams are doing.
I suggest reading Scrum And XP from the Trenches by Henrik Kniberg, this is very good practical guide.
1 As Mary Poppendieck writes, the job of testers should be to prevent defects (essential), not to find defects (waste).
You definitely don't want to do all development in the first half of the sprint and all testing in the second half. That's just a smaller waterfall.
Your stories and tasks should be broken up into very small, discrete pieces of functionality. (It may take a while to get used to doing this, especially if the software you're working on is a monolithic beast like a previous job of mine that moved to using scrum.) At the beginning of the sprint the testers are developing their tests and the developers are developing their code, and throughout the sprint the tasks and stories are completed and tested. There should be fairly constant interaction between them.
The end of the sprint may feel a bit hectic while you're getting used to the methodology. Developers will feel burdened while they're working on the rest of the code and at the same time being given bugs to fix by the testers. Testers will grow impatient because they see the end of the sprint looming and there's still code that hasn't been tested. There is a learning curve and it will take some getting used to, the business needs to be aware of this.
It's important that the developers and testers really work together to create their estimates, not just add each other's numbers to form a total. The developers need to be aware that they can't plan on coding new features up until the last minute, because that leaves the testers there over the weekend to do their job in a rush, which will end up falling back on the developers to come in and fix stuff, etc.
Some tasks will need to be re-defined along the way. Some stories will fail at the end of the sprint. It's OK, you'll get it in the next sprint. The planning meeting at the start of each sprint is where those stories/tasks will be defined. Remember to be patient with each other and make sure the business is patient with the change in process. It will pay off in the long run, not in the first sprint.
The sprint doesn't end with perfect code; if there are remaining bugs, they can go in the very next sprint, and some of the other items that would have went in the next sprint will need to be taken out. You're not stopping a sprint with something perfect, but ideally, with something stable.
You are (ironically) applying too much rigor to the process. The whole point of an agile process like scrum is that the schedule is dynamic. After your first sprint, you work with the users/testing team to evaluate the progress. At that point, they will either ask you to change details and features that were delivered in the first sprint, or they will ask you to do more work. It's up to them.
It's only eventually, once you have determined the velocity of the team (ie. how many stories one can reasonably accomplish in a sprint) that you can start estimating dates and things for larger projects
First of all, not every Sprint produces a Big Release (if at all). It is entirely acceptable for the first sprints to produce early prototypes / alpha versions, which are not expected to be bug free, but are still capable of demonstrating something to the client. This something may not even be a feature - it can simply be a skeleton UI, just for the user to see how it will look and work like.
Also, developers themselves can (and usually do) write unit tests, so whatever is delivered in a sprint should be in a fairly stable working state. If a new feature is half baked, the team simply should not deliver it. Big features are supposed to be devided into small enough chunks to fit within a single sprint.
A Scrum team is usually cross-functional, which means that the entire team is responsible for building completed pieces of functionality every Sprint. So if the QA testers did not finish the testing, it only means the Scrum team didn’t finish the testing. Scrum counts on everyone to do their part. Whenever any is needed, the people with those skills take the lead, but they all have to do their part.
Try to do continuous integration. The team should get into this habit and integrate continuously. In addition, having automated unit test suite built and executed after every check-in/delivery should provide certain level of confidence in your code base. This practice will ensure the team has code in working and sane condition at all time. Also it will enable integration and system test early in the sprint.
Defining and creating (automated) acceptance tests will keep people with primary QA/testing skills busy and involved right from the sprint start. Make sure this is done in collaboration with Product Owner(s) so everyone is on the same page and involved.
We started our agile project with developers first (a lot of training in Enterprise Framework, etc.) in the first sprint. Then we added QA slowly into the second sprint. At the end of sprint 2, QA started testing. Closing in on the end of sprint 3 QA had picked up the pace and where more or less alongside the developers. From sprint 4 and out, QA is more or less done with testing when the developers have completed the stories. The items that are usually left to test are big elephants that include replication of data between new and legacy system. And it is more a 'ensure data is OK' rather than actual tests.
We're having some issues with our definition of Done. E.g. we have none. We're working on a completely new version of a system, and now that we are closing in on the end of sprint 6, we are getting ready for deployment to production. Sprint 6 is actually something I would call a small waterfall. We have reduced the number of items to implement to ensure that we have enough time to manage potential new issues that come up. We have a code freeze, and developers will basically start on the next sprint and fix issues in the branch of necessary.
Product Owner is on top of the delivery, so I expect no issues in regards to what we deploy.
I can see that Pascal write about mature sprint teams + the definition of Done. And agile always focus on 'delivery immediately after sprint has reached its end'. However - I'm not sure if there are very many teams in the world actually doing this? We're at least not there yet :)
There isn't any testing team in Scrum. Its development team which is cross functional. Scrum discourages specialists in the team so as to avoid dependencies. So the role of tester is somewhat different in Scrum than in Waterfall. Its another debate but for now lets stick to the question at hand.
I would suggest you to slice the stories vertically in as smaller the tasks as you can during how part of the sprint planning meeting. Its recommended to break the tasks to as small units so that they can be completed in a day or two.
Define a DoD at the start of the project and keep on refining it.
Work on one task at a time and limit work in progress.
Work in order of priority and reduce waste in your system.
Do not go for detailed upfront planning and delay your best decisions till the least responsible moment.
Introduce technical competencies like BDD and Automation.
And remember that the quality is the responsibility of the whole team so don't worry about testing being done by a dedicated person.

Misusing the term "Code Freeze" [closed]

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I'm just curious if the community considers it acceptable to use the term "Code Freeze" for situations where we stop development except for testing and fixing bugs.
Development Situation
We're just finishing up our third and final sprint, which will be followed by a "Code freeze" and 2 weeks of Q/A testing. It is a big release and some components development have transcended all 3 sprints. Historically even though we call it a "Code Freeze" we still commit code to fix bugs.
Problem
Every release I try and correct my manager and co-workers that we should be calling it a "Feature Freeze", because it's pretty obvious that we're going to find bugs and commit code to fix them as soon as we start heavy testing. But they still persist in calling it a "Code Freeze". Sometimes we still have known bugs and declare a "Code Freeze".
The Wikipedia definition seems to agree with me here
Analysis
I suspect that calling these situations a "Code Freeze" is some sort of willful Double Think to provide false confidence to stake holders. Or we are pretending to be in a "Code Freeze" situation because according to Scrum after every sprint we should have a shippable piece of software and it is the expectation we are following Scrum. So we must call it what Scrum expects instead of what it really is.
Conclusion
Am I over analyzing this? I just find it to be unhealthy to ignoring realities of situations and should either give it up calling it something it's not or fix the root problem. Has anybody else had similar experiences with Code Freezes?
Am I over analyzing this?
Yes.
Well, probably. Realistically, you should be thinking twice before making any code changes after the freeze. Bugs should have to pass some severity test, more so if the fix requires potentially-dangerous changes to the codebase or invalidates the testing that's been done. If you're not doing that, then yeah, you're just deluding yourselves.
But if you're not gonna fix any bugs, then freezing the code is kinda pointless: just build and ship it.
Ultimately, what matters is that you all understand what's meant by the label, not the label itself. One big happy Humpty-Dumpty...
We use the term "Feature Complete". All the features are coded and functional, but we're heading into a test pass to confirm that there are no bugs. If there are bugs, we will find them, fix them, and retest. After we're satisfied with the result, we're "Code Complete".
I think, actually, that they are more correct in their interpretation. A feature freeze, to me, would be a halt to introducing new features, but features currently under development could continue to completion or you could schedule some refactoring work to remove technical debt without generating new features. A code freeze brings a halt to all new development, including refactoring -- the only new code allowed is that to fix bugs found during QA. The latter seems to be what your team is doing.
Some people who get into adaptive and agile engineering methodologies like scrum may not realise what you have gotten yourselves into.
The reason for being agile engineering is releasing to your customers whatever that is usable now and gradually build up its usability and features.
If your project is projected to complete in 18 months but if you could have increasingly something usable every 2 months - why not release features every two months rather than wait till the grand holy day 18 months away since either way the project would still last 18 months.
Your customers' requirement might change so giving your customers opportunity to change their mind frequently, before it's too late, results in exhilarated customers.
Someone might release open source module of one of your modules 10 months from now and then you don't have to do much else but integrate that module.
Therefore, scrummers, or at least scrum masters and/or project managers/architects are required by the dynamics of scrum to modularise ... modularise is not good enough; but granularise the project.
You have to granularise your modules to the right size and provide a contract-interface specification for each so that changes within a module is managed within a module. If your module by itself or due to dependence of other modules is unable to satisfy a contract-interface, you have to code-freeze to enable you to broadcast a contract-interface version 1 so that other teams could continue albeit with less than expected features in the next general product release.
A code freeze is a code freeze.
If your code freezes are experiencing frequent thawing delays, your scrum master and product architect are not communicating or not doing their jobs properly. Perhaps, there's no point in trying to impress or acquiesce to your management that they are using some industry fad called agile programming. Or management needs to hire architect and scrum master who are able to design and granularise the project within the skills of the team as well as the expectations of the customers and the technological constraints of the project.
I think there are management elements and their scrum master who do not realise how crucial a good architect is even for a scrum environment and refuse to hire one. A good architect who is able to listen and work with the team is invaluable to the scrumming process because he/she has to constantly adapt the architecture to changing granularities and expectation.
I also think there are management elements and their scrum master who belongs to the other spectrum of the programming universe due to bad experiences with longer development cycles like waterfall, who therefore think that scrum is meant to produce a product within a month and therefore meticulous investigation into cross-modules effects is not really necessary. They sit down, wet their fingers in the air and come up with a great sprint.
If your team is experiencing frequent thawing of code freezes, you guys might need to code-freeze your whole project and rethink your strategy and see that the cause is due to your refusal to define module contracts that fit the granularity of modules. Or are you guys defining module contracts at all to so that features of a stuck module could be currently rarefied to enable other teams or modules to continue.
Do you guys have a UML strategy that aids in discovering the projected features of a project release and allows you to see the effects of a stranded module and then see which module needs focus to reach a desired product release level? Are you attending scrums and sprints and you have no picture of an UML to show how advanced or delayed you are so that you are just bumping yourselves along happily or otherwise blindly? Or does your scrum master would say to room of yeas or nays, hmm ... that module seems important - without actually having a clear picture of which are the most strandable modules in relation to a product release.
A product release code-freeze is achieved by progressive freezing of modules. As soon as a module is completed, a product test is done to ensure that the module satisfies its contract and that module is code-frozen to say version 2.1. Even though work progresses on that module for 2.2, the project on the whole should not depend on 2.2 but on 2.1. The strategy is to minimise the number of modules whose contracts needs to thawed when a product release is tested and if the product release should scale down its features. If progressive modular freezing does not help your development team ... either the product is so complex and your management is under-expecting the number of iterations to achieve a proper release or the modular architecture and strategy needs serious rethinking.
I have worked on a project (waterfall) in which we had feature freeze AND code freeze.
Feature freeze means the beginning of a bugfix period. Also new branch was created for the new version so that we could implement features, i.e. this is the point when the company starts to work on the new version. No new features are implemented, only bugs are fixed.
Code freeze comes when QA thinks the product is in releasable condition (i.e. they do not know of any severe bugs). Before a final test cycle a code freeze is announced (remember a test cycle might take a week). If the test succeeds this becomes the released product. If it fails then the new bugs are fixed. These checkins are supervised by architects and managers and the risk of every line is practically documented. Then the testcycle is started again.
Summary: After feature freeze you can only check in bugfixes. After code freeze you can only check in in exceptional cases.
Yeah, it's overthought.
Yeah, it's a misnomer.
If the code isn't broken/messy you wouldn't touch it, and if it is then you will fix it. That's exactly the same situation as if you were not in code freeze. Yes, it's "requirement freeze" or "integration break" which are anti-patterns. It is a point at which to stop including new features in the next release, which is valuable in the sales/marketing/customersupport side of things. But they should probably call it "prerelease".
What ought to happen is that there are always a few releasable versions of the system in version control, and the company picks one to ship.
the Lean name for "code freeze" is "waste."
In your comment, you mentioned the word 'sprint'. That tells me you may be using Scrum(or any other Agile) methodology. In Scrum you hardly 'freeze' anything :) Flexibility, risk identification and mitigation, and above all, in terms of engineering, continuous integration matter a lot in Scrum.
Given this, the team should be cross-functional and the code will be continuously integrated. As a result, you may not have things like 'code freeze'. You just have a releasable product at the end of the sprint. It should have been tested continuously and you should have already got the bug reports which you should have fixed already.
Well, this is theory. However, good scrum teams aren't too far from theory, as scrum is mainly about principles. There aren't too many rules.
I personally won't split too many hairs on the terminology, but the intention behind the term. Most certainly, the term is used to identify a stage in the SDLC, in your organization. Speaking strictly as per Scrum, it doesn't have a bug fix phase. In case you're dedicating one or more sprints to fix bugs, then this term can mean, "no feature backlogs will be included in the sprint, but only bug fixes". This can be easily handled at the sprint planning (and pre-planning) meeting(s) and the team doesn't even have to worry about the terminology. Even better, this terminology/intention doesn't even have to go beyond the Product Owner.
While "Code Freeze" may have a clouded meaning and is, as has been mentioned, more aptly a "Feature Freeze" when considering individual projects/releases it DOES have a place in a larger, integrated deployment where another entity is responsible for packaging and/or deploying multiple software releases from various teams. "Code Freeze" gives them time to make sure the environments are lined up and all packages accounted for. "Code Freeze" also means that nothing but "show stopping" changes are getting in. Everything else would be handled in the next maintenance release.
In a perfect world, scripted testing would have completed before this point and there would have been time allowed for deployment of any last fixes and retest. I have yet to see this happen at any "globo-corp". The (business) testers test up until and even after deployment and the "Code Freeze" becomes a signal to them to step up their efforts and log everything that they've been sitting on. In some cases, it's a signal for them to START testing.
Really, "Code Freeze" is just business speak for "Here there be Tygers". ;-)
when we code freeze, the repo is locked, hopefully all the bugs are fixed that you intended to be fixed, and you the testers to a whole nother round of testing before branching and building to production. if there's any outstanding bugs scheduled for this iteration the leads will be breathing down your neck until it is closed out, or deemed noncritical and pushed back an iteration. so, yes, its really frozen.

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.”