BPM Cluster Meeting 2014

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Slides of my presentation at BPM Cluster meeting, 21 August 2014, Eindhoven, NL

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FACULTY OF ECONOMICS AND BUSINESS ADMINISTRATION

Jan ClaesTeaching assistant : PhD 2009 – 2015

Supervisors UGent : Geert Poels & Frederik GaillySupervisors TU/e : Paul Grefen & Irene Vanderfeesten

Why do people struggle with the complexity of constructing a process model?

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Business Process Modeling (BPM)Assumptions

Constructing process models is useful Constructing the models is cognitively challenging

Business Process Modeling (BPM) Process model quality

“what is a good process model?” Process of process modeling (PPM)

“how to make a good process model (effectiveness) cccccccc using a good approach (efficiency)?”

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FACULTY OF ECONOMICS AND BUSINESS ADMINISTRATION

How do people construct process models?

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PPMChart visualization

CREATE_ACTIVITY CREATE_START_EVENT CREATE_END_EVENT CREATE_AND CREATE_XOR CREATE_EDGE MOVE_ACTIVITY MOVE_START_EVENT MOVE_END_EVENT MOVE_AND MOVE_XOR DELETE_ACTIVITY DELETE_START_EVENT DELETE-END_EVENT DELETE_AND DELETE_XOR DELETE_EDGE NAME_ACTIVITY RENAME_ACTIVITY NAME_EDGE RENAME_EDGE

Start event Edge Activity

Gateway

Edge

Activity

Edge

Edge

Activity

Edge Gateway

Edge

123

5

7

9

4

6

8

1112

10

time

mod

el e

lem

ents

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Flow-oriented modeling

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Aspect-oriented modeling

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Undirected modeling

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Observations (objective)

Obs. 1. Majority used serialized approachObs. 2. Large group flow-oriented modelingObs. 3. Small group aspect-oriented

modelingObs. 4. Large group combine FO and AOObs. 5. Small group undirected modelingObs. 6. Remainder is uncategorizedObs. 7. Undirected sessions lasted longer

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FACULTY OF ECONOMICS AND BUSINESS ADMINISTRATION

What about the quality of the corresponding models?

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Impressions (subjective)

Impr. 1. Modelers need serializationImpr. 2. Structured serialization

helps avoiding ‘mistakes’Impr. 3. Structured serialization

does not support every modeler to the same extent

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FACULTY OF ECONOMICS AND BUSINESS ADMINISTRATION

Is there a rational for these observations and impressions?

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Kinds of human memory

input Sensory memory

Workingmemory

Long term memory

performanceOBSERVATION SELECTION

ORGANIZATION

RETRIEVALTRANSFER

Workingmemory

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Types of cognitive load

Time

Inst

anta

neou

s lo

ad

overall load

intrinsicload

extraneousload

germane load

freecapacity

assumed capacity

instantaneous load

overload

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Cognitive Load Theory (CLT)

case complexity prior knowledgeinput material

representation fitworking memory

capacity

extraneous cognitive load

germane cognitive load

schema construction

process model quality

A B The more A, the more B A B The more A, the less B A B The more A, the more B on the long term

overall construction effort

cognitive overload

intrinsic cognitive load

++

+

+

+++

+ +

– – –

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Cognitive Fit Theory (CFT)

Need for structure

Learning styleField dependencySensory

Visual

Inductive

Active

Sequential

Intuitive

Auditory

Deductive

Reflective

Global

I ♥︎� chaos I #$@&! chaos

DON’T SEE THE FOREST THROUGH THE TREES

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FACULTY OF ECONOMICS AND BUSINESS ADMINISTRATION

What can we do with this knowledge?

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ImpressionsCognitive theoryObservations

Theory building

Structured Process Modeling Theory

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Structured Process Modeling Theory (SPMT)

A B A determines BA B The more A, the more B+ A B The more A, the less B– A B A translates into B

learning style

degree of serialization

adopted serialization style

need for structure

field-dependency

– +

intrinsic cognitive load for modeling phases

intrinsic cognitive load for aggregation phases

cognitive overload

intrinsic cognitive load for strategy building phases

+ + +

serialization style fitstructuredness of serialization

– – – –

1 2 3

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FACULTY OF ECONOMICS AND BUSINESS ADMINISTRATION

How will the developed theory be tested?

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Methodology1. Cognitive tests prior to the test session

Collect modeler data2. Observational modeling session

At TU/e in BPM lecture of September 26 Collect modeler, modeling and model data

3. Post-experiment interviews with selection of participants (e.g.,

outliers) Collect additional, qualitative data

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Experiment set-upNo treatmentMeasure every involved construct of the theory

Modeler, modeling process, process modelCalculate (cor)relations of the theory

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PRIOR TO THE EXPERIMENT SESSION

HOMEWORK

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Experiment set-up1. Prior to the experiment session

Software to be installed on personal laptop ( = download from website and unzip)

5 cognitive tests (time range 5-30 min)• Reading span test (RSPAN)• Operation span test (OSPAN)• Counting span test (CSPAN)• Hidden figures test (HFT)• Need for structure (NFS)

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Experiment set-up1. Prior to the experiment session

To be completed at home Before deadline Software collects data in one-zip file per test

which participants have to submit

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Experiment set-up1. Prior to the experiment session

Students will receive their individual results as incentive to not cheat on these tests

Late responses or too much errors reveals cheating Student is not allowed to start actual experiment if

the test results are not submitted in time

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AT THE EXPERIMENT SESSION

MODELING TASK

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Experiment set-up2. At the experiment session

Modeling task and post-task survey In the same, already installed program

(using a different start-up code) Software automatically collects data

• Each operation in the tool ( = each activity in the modeling process)

• Constructed process model, number of operations, modeling time

in one-zip file which they have to submit

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Experiment set-up2. At the experiment session

Student does not get credit if not all data (6 zip files) are submitted

Technical problems > replacement assignment(e.g., help me with coding the collected data)

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AFTER THE EXPERIMENT SESSION

INTERVIEW

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Experiment set-up3. After the experiment session

Data will be analyzed and outliners will be defined Selection of students will be invited for post-

experiment interview (voluntarily) Collect qualitative data

• Explain how they have modeled• Explain their cognitive profile• Explain which results we expected and why• Ask about their opinion: why did they (not) achieve the

predicted results?

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Thanks for you attention!

> Do you have feedback on my research plans? <> set-up is useful for theory testing? <

> set-up is feasible (enough)? <

> other suggestions? <

Does someone has some time to test the software?

Jan Claesjan.claes@ugent.be

http://www.janclaes.infoTwitter: @janclaesbelgium

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FACULTY OF ECONOMICS AND BUSINESS ADMINISTRATION

How can the concepts of the theory be measured?

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Cognitive Load Theory (CLT)

case complexity prior knowledgeinput material

representation fitworking memory

capacity

extraneous cognitive load

germane cognitive load

schema construction

process model quality

A B The more A, the more B A B The more A, the less B A B The more A, the more B on the long term

overall construction effort

cognitive overload

intrinsic cognitive load

++

+

+

+++

+ +

– – –

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overall construction effort

Cognitive Load Theory (CLT)

case complexity prior knowledgeinput material

representation fit

extraneous cognitive load

germane cognitive load

schema construction

process model quality

A B The more A, the more B A B The more A, the less B A B The more A, the more B on the long term

cognitive overload

intrinsic cognitive load

++

+

+

+++

+ +

– – –

working memory capacity

Reading span - Operation span - Counting span

Reading spanFor many years, my family and friends have been working on the farm. SPOT

Because the stuffy was room, Bob went air for some fresh outside. TRAILWe were fifty miles out at sea before we lost sight of the land. BAND

Counting span

Count the dark blue circles

Operation spanIS (8 / 4) – 1 = 1 ? BEAR

IS (6 X 2) – 2 = 10 ? BEANSIS (10 X 2) – 6 = 12 ? DAD

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overall construction effort

Cognitive Load Theory (CLT)

case complexity prior knowledgeworking memory

capacity

extraneous cognitive load

germane cognitive load

schema construction

process model quality

A B The more A, the more B A B The more A, the less B A B The more A, the more B on the long term

cognitive overload

intrinsic cognitive load

++

+

+

+++

+ +

– – –

input material representation fit

Fit with modeling task = constantFit with modeler through questions

Example questionsI did experience problems using the modeling tool (5-point Likert)

Using the modeling language was not difficult (5-point Likert)I found it easy to understand the case description (5-point Likert)

36/31www.janclaes.info

Cognitive Load Theory (CLT)

prior knowledgeinput material

representation fitworking memory

capacity

extraneous cognitive load

germane cognitive load

schema construction

process model quality

A B The more A, the more B A B The more A, the less B A B The more A, the more B on the long term

overall construction effort

cognitive overload

intrinsic cognitive load

++

+

+

+++

+ +

– – –

case complexity

Case complexity = constant(number of activities and arrows in solution model can be used as proxy for number of concepts and relations)

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overall construction effort

Cognitive Load Theory (CLT)

case complexityinput material representation fit

working memory capacity

extraneous cognitive load

germane cognitive load

schema construction

process model quality

A B The more A, the more B A B The more A, the less B A B The more A, the more B on the long term

cognitive overload

intrinsic cognitive load

++

+

+

+++

+ +

– – –

prior knowledge

Prior domain, modeling language and modeling method knowledgethrough questions

Example questionsI am familiar with the mortgage handling process (5 point-Likert)

How many process models did you ever create?I am experienced in process modeling (5-point-Likert)

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overall construction effort

Cognitive Load Theory (CLT)

case complexity prior knowledgeinput material

representation fitworking memory

capacity

schema construction

process model quality

A B The more A, the more B A B The more A, the less B A B The more A, the more B on the long term

++

+

+

+++

+ +

– – –

extraneous cognitive load

germane cognitive load

cognitive overload

intrinsic cognitive load

Through questions

Example questionsI found it hard to complete the task (5-point-Likert)

39/31www.janclaes.info

Cognitive Load Theory (CLT)

case complexity prior knowledgeinput material

representation fitworking memory

capacity

extraneous cognitive load

germane cognitive load

process model quality

A B The more A, the more B A B The more A, the less B A B The more A, the more B on the long term

overall construction effort

cognitive overload

intrinsic cognitive load

++

+

+

+++

+ +

– – –

– schema construction

40/31www.janclaes.info

Cognitive Load Theory (CLT)

case complexity prior knowledgeinput material

representation fitworking memory

capacity

extraneous cognitive load

germane cognitive load

schema construction

A B The more A, the more B A B The more A, the less B A B The more A, the more B on the long term

overall construction effort

cognitive overload

intrinsic cognitive load

++

+

+

+++

+ +

– – –

process model quality

Syntactical quality: number of cognitive mistakesSemantic quality: assessment by experts using checklist (penalty for over- and underfit)

41/31www.janclaes.info

Cognitive Load Theory (CLT)

case complexity prior knowledgeinput material

representation fitworking memory

capacity

extraneous cognitive load

germane cognitive load

schema construction

process model quality

A B The more A, the more B A B The more A, the less B A B The more A, the more B on the long term

cognitive overload

intrinsic cognitive load

++

+

+

+++

+ +

– – –

overall construction effort

Time between start of reading case description and last operation in the toolNumber of operations

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Structured Process Modeling Theory (SPMT)

A B A determines BA B The more A, the more B+ A B The more A, the less B– A B A translates into B

learning style

degree of serialization

adopted serialization style

need for structure

field-dependency

– +

intrinsic cognitive load for modeling phases

intrinsic cognitive load for aggregation phases

cognitive overload

intrinsic cognitive load for strategy building phases

+ + +

serialization style fitstructuredness of serialization

– – – –

43/31www.janclaes.info

Structured Process Modeling Theory (SPMT)

A B A determines BA B The more A, the more B+ A B The more A, the less B– A B A translates into B

learning style

degree of serialization

adopted serialization style

need for structure

field-dependency

– +

intrinsic cognitive load for modeling phases

intrinsic cognitive load for aggregation phases

cognitive overload

intrinsic cognitive load for strategy building phases

+ + +

serialization style fitstructuredness of serialization

– – – –

Through questions

Example questionsWhen I write a text:

• I usually work on content, structure, wording and format right from the start• I usually first decide on the content, then the structure, next I write sentences

and finally I work on the formatting

44/31www.janclaes.info

Structured Process Modeling Theory (SPMT)

A B A determines BA B The more A, the more B+ A B The more A, the less B– A B A translates into B

learning style

degree of serialization

adopted serialization style

need for structure

field-dependency

– +

intrinsic cognitive load for modeling phases

intrinsic cognitive load for aggregation phases

cognitive overload

intrinsic cognitive load for strategy building phases

+ + +

serialization style fitstructuredness of serialization

– – – –

Through questions

Need for Structure scale12 questions with 6-point Likert scale

45/31www.janclaes.info

Structured Process Modeling Theory (SPMT)

A B A determines BA B The more A, the more B+ A B The more A, the less B– A B A translates into B

learning style

degree of serialization

adopted serialization style

need for structure

field-dependency

– +

intrinsic cognitive load for modeling phases

intrinsic cognitive load for aggregation phases

cognitive overload

intrinsic cognitive load for strategy building phases

+ + +

serialization style fitstructuredness of serialization

– – – –

Hidden Figures Test

46/31www.janclaes.info

Structured Process Modeling Theory (SPMT)

A B A determines BA B The more A, the more B+ A B The more A, the less B– A B A translates into B

learning style

adopted serialization style

need for structure

field-dependency

– +

intrinsic cognitive load for modeling phases

intrinsic cognitive load for aggregation phases

cognitive overload

intrinsic cognitive load for strategy building phases

+ + +

serialization style fit– – – –

degree of serialization

structuredness of serialization

Assessment by experts

Flow-oriented – Aspect-oriented – CombinationHappy Path First – Undirected

Uncategorized

47/31www.janclaes.info

Structured Process Modeling Theory (SPMT)

A B A determines BA B The more A, the more B+ A B The more A, the less B– A B A translates into B

learning style

degree of serialization

adopted serialization style

need for structure

field-dependency

– +

intrinsic cognitive load for modeling phases

intrinsic cognitive load for aggregation phases

cognitive overload

intrinsic cognitive load for strategy building phases

+ + +

structuredness of serialization

– – – –

serialization style fit

Theoretical matchPost-experiment interview

Global learner = aspect-oriented, sequential = flow-orientedHigh need for structure = no undirected

Field-dependent = flow-oriented

48/31www.janclaes.info

Structured Process Modeling Theory (SPMT)

A B A determines BA B The more A, the more B+ A B The more A, the less B– A B A translates into B

learning style

degree of serialization

adopted serialization style

need for structure

field-dependency

– +

+ + +

serialization style fitstructuredness of serialization

– – – –

intrinsic cognitive load for modeling phases

intrinsic cognitive load for aggregation phases

cognitive overload

intrinsic cognitive load for strategy building phases

See earlier: through questions

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