Streamlining Content Processes Using Structured Business Process Modeling - 2013 Lavacon

@damrauja @joegollner #BPM-ContentStrategy @LavaCon

Streamlining Content Processes Using

Structured Business Process Modeling

Dr. Jackie Damrau & Joe Gollner

About the Speakers

• Dr. Jackie Damrau,

BPMN Certified Practitioner

@damrauja

• Joe Gollner, M.Phil.

Managing Director, Gnostyx Research Inc

@joegollner @damrauja @joegollner #BPM-ContentStrategy @LavaCon

Class Introductions

Your

Info

• You are...

• I expect to...

• Your goal at Lavacon is to...

Copyright © 2013. Dr. Jackie Damrau & Joe Gollner. All rights reserved. LavaCon 2013

Agenda


• What is Business Process Modeling and Content Strategy

• BPM & Content Strategy Life Cycles

• BPM & Content Strategy Approaches

• BPM Architecture Levels

• Standards and Notations

• Tools of Our Trade

• Want to Know More...

• Where Did We Get This Stuff

• Q&A

WHAT IS BUSINESS PROCESS

MODELING AND CONTENT STRATEGY?


Business Process Modeling

vs. Business Process Management (BPM)

Definitions

A chain of sequences

(events or activities)

within an organization that

defines a workflow for

goods or services and

drives value for the

organization

Business Process

Management

An approach to organizing

that focuses on the

optimization

(streamlining) of critical

processes (sequences of

events) for purposes of

efficiency and

effectiveness.

Business Process

Modeling


Purpose for Modeling Business Processes

Source: ABPMP, 2009, p. 39

• Document existing processes

• Design a new process/approach for existing processes

• Describe new business operation requirements

• Analyze and identify improvement opportunities

• Understand process performance under varying loads or when

responding to anticipated changes

• Provide a basis for communication and discussion

• Use as:

o A training aid

o An assessment against standards and compliance requirements


BPTrends 2011 Survey says…

Source: Harom and Wolf, 2011, p. 11

2013

Survey

underway!

2013 Survey on Content Collaboration

Overcoming the

challenges

surrounding content

collaboration is

central to an

effective content

strategy and content

management

implementation

project.

Benefits of Modeling

Business Processes

• Relatively fast, easy, and inexpensive to complete

• Easier to understand graphical vs. textual

representation

• Provide a measurement baseline

• Facilitate process simulation and impact analysis

• Leverages various standards and a common set of

techniques

So

urc

e: c

on

vers

atio

nsw

ith

v.n

et

Source: ABPMP, 2009, p. 39


http://conversationswithv.net

http://conversationswithv.net

What is a Business Process?

Source: http://www.sparxsystems.com.au/downloads/whitepapers/The_Business_Process_Model.pdf Copyright © 2013. Dr. Jackie Damrau & Joe

Gollner. All rights reserved. LavaCon 2013

http://www.sparxsystems.com.au/downloads/whitepapers/The_Business_Process_Model.pdf

Content Strategy


A strategy is a plan of action

directed towards achieving

a long-term goal through the

coordination, integration

and application of the

resources and capabilities

available to an enterprise

A Content Strategy seeks to make content a strategic asset

that can be leveraged by state-of-the-art technology to achieve

concrete business goals. This strategy will set out a plan of

balanced investments to improve how content is acquired,

delivered, engaged and managed.

"5-Why" Analysis Technique

• Ask "why" five times to get past the symptoms and get

to root cause

• Moves the person past the obvious answers (which are

often wrong) to the meaty hidden answers

• Easy to use -- no forms, software, or anything else

required

• Can be used by everyone

• Can be used formally or informally


BPM & CONTENT

STRATEGY LIFE CYCLES


BPM Lifecycle

Image Source: ©2005 by IDS Scheer AG. All Rights reserved.

Text: Davis & Brabander, ARIS Design Platform: Getting Started with BPM. Copyright © 2013. Dr. Jackie Damrau & Joe Gollner. All rights reserved. LavaCon 2013

Enables statistical

measurement to

compare targets

for improvements

Maps processes

into software with

minimum

information loss

Forms foundation

for aligning

business

processes with

corporate strategy

Aligns business

processes to

market needs/

requirements, incl.

design, analysis,

and optimization

Content Lifecycle Process

• Content is only

usefully understood

as part of its lifecycle

process

• Where it comes from?

• Where it goes?

• How it is used?

• How success is

measured?

• Why is it created in the first place?

• Calls for Business Process Modeling of Content Lifecycles


• What is a business process?

• What is content strategy?

• What commonalities do they share?

• How many times should you ask "why"?

Source: http://commons.wikimedia.org/wiki/File:Quiz_Party_Menu.jpg

Quiz Time!


http://commons.wikimedia.org/wiki/File:Quiz_Party_Menu.jpg

http://commons.wikimedia.org/wiki/File:Quiz_Party_Menu.jpg

BPM & CONTENT

STRATEGY APPROACHES

• Top-Down

• Bottom-Up

• 4Cs


Different Modeling Approaches

Source: gazzaleylab.ucsf.edu

Purpose:

Convey

meaning


http://gazzaleylab.ucsf.edu

http://gazzaleylab.ucsf.edu

4C’s of Good Modeling

• Validated by proper modeling construction

• Unambiguous and obvious from diagram as to which activities are conditional, which are performed in parallel with others, or how exceptions are handled

• Show how the process starts, all its end states, and its communications with external entities

• All modelers should create the same model more or less or ones that are similarly structured

Correct

Clear

Complete

Consistent


BREAK

10mins

Source: http://www.flickr.com/photos/lumaxart/2136948489/


http://www.flickr.com/photos/lumaxart/2136948489/


BPM ARCHITECTURE LEVELS


Business Process Level Architecture

Source: BPTrends "State of Business Process Management 2012" (www.bptrends.com)


www.bptrends.com

Level 1 - Organizational Relationship

Source :www.bizmanualz.com


www.bizmanualz.com

www.bizmanualz.com

Level 2 - Business Area

Source:http://www.ithacalibrary.com/sp/subjects/leaks


http://www.ithacalibrary.com/sp/subjects/leaks

http://www.ithacalibrary.com/sp/subjects/leaks

• BPMN

STANDARDS OR NOTATIONS

• EPC

• OPM / CMT


Business Process Modeling Notation (BPMN)

Source: otti.starmedia.com/tmp/swotti/cacheYNBTBG==/imgBpmn5.jpg


http://otti.starmedia.com/tmp/swotti/cacheYNBTBG==/imgBpmn5.jpg

http://otti.starmedia.com/tmp/swotti/cacheYNBTBG==/imgBpmn5.jpg

EPC Modeling Notation


BPMN Example


• Create a process using the “happy” path process ONLY

o Sending a document through a revision cycle

o Coordinating a translation with a translation supplier

o Coordinating a content review with subject matter experts

o Pick your own!

• Present to class

Your Team Task…


Using BPMN

BREAK

10mins


Source: http://www.flickr.com/photos/lumaxart/2136948489/



OPM Modeling Notation


OPD Integrated modeling notation

designed for complex systems

Establishes Objects and

Processes as the two

fundamental building blocks

Processes change Objects

Single modeling view

- Inheritance

- Composition

- Process flow

Content Modeling Technique (CMT): A Streamlined Profile of OPM for Content Processes


Three Building Blocks:

- Objects

- Processes

- Actors

What’s New: Actors

- Elevation of OPM Agent link

- Actors are people or organizations

who are responsible for outcomes

CMT Example

• Different types of Actors shown: Customers & Project Team

• Content objects connect each process

• Decomposition shown for an object, a process & an actor

In complex models, different views can be

used to show only objects (state transition),

Actors (responsibility matrix), or processes

(business process model)

CMT Example (Continue)

• Composition and Inheritance can be used to describe

complex content models such as DITA Specializations

• Inheritance can be used to model Is-As relationship models

(Taxonomies)

• These are critically important in modelling content

management environments


Your Team Task…

• Revise your Team Task with alternate exceptions

• Sending a document through a revision cycle

• Coordinating a translation with a translation supplier

• Coordinating a content review with subject matter experts

• Pick your own!

• Present to class


Using CMT

TOOLS OF OUR TRADE


BPM Tools

Gartner Position - 2012 Vendor Application Leaders Software AG ARIS, ARIS for SAP

OpenText-Metastorm Metastorm BPM, Metastorm ProVision

IBM System Architect Mega Mega Modeling Suite iGrafx FlowCharter 2009

Microsoft Visio

Casewise Corporate Modeler Suite

Nimbus Partners Nimbus Control

MooD International MooD Business Architect, MooD Active Enterprise Visionaries No Magic Cameo Suite

Niche Players QPR Software QPR ProcessGuide

Sparx Systems Enterprise Architect BusinessGenetics xBML W5

Other OPCAT OPM Modeling Tool (www.opcat.com) Source: http://www.gartner.com/technology/reprints.do?id=1-18B65W4&ct=111213&st=sb


http://www.softwareag.com/

http://www.softwareag.com/

http://www.metastorm.com/




http://www.ibm.com/

http://www.ibm.com/

http://www.mega.com/

http://www.mega.com/

http://www.igrafx.com/

http://www.igrafx.com/

http://office.microsoft.com/en-us/visio/

http://office.microsoft.com/en-us/visio/

http://www.casewise.com/

http://www.casewise.com/

http://www.nimbuspartners.com/software/overview

http://www.nimbuspartners.com/software/overview

http://www.moodinternational.com/




http://www.qpr.com/Products/process-management.html

http://www.qpr.com/Products/process-management.html

http://www.sparxsystems.com/

http://www.sparxsystems.com/

http://www.businessgenetics.com/




http://www.gartner.com/technology/reprints.do?id=1-18B65W4&ct=111213&st=sb




WANT TO KNOW MORE...


http://www.flickr.com/photos/gtalan/5304315230/

http://www.flickr.com/photos/gtalan/5304315230/

Enhance Your BPM Skills…

Degrees

Certifications

• Kelley School of Business

• BS, Business – Information

& Process Management

Major

• Widener University

• MS, Business Process

Innovation

• Boston University

• bpmessentials.com

• University Alliance

• Univ. of California – Irvine

• Univ. of Illinois – Springfield

• Univ. of North Carolina – Charlotte

• Association of Business

Process Management

Professionals (ABPMP)

• International Institute of

Business Analysis (IIBA)

• BPM Institute.org

Professional Associations

• Univ. of San Francisco

• Villanova University

• Widener University

• Association for Information and

Image Management (AIIM)

• Object Management Group (OMG)


WHERE DID WE GET THIS STUFF...

Source: http://www.flickr.com/photos/rosenfeldmedia/4459977926/


http://www.flickr.com/photos/rosenfeldmedia/4459977926/

http://www.flickr.com/photos/rosenfeldmedia/4459977926/

1. Business Process Management Common Body of Knowledge (BPM CBOK®),

Version 2.0 – Second Release. (2009). Association of Business Process

Management Professionals.

2. Dyer, Lisa. (2013, January). “Information Architecture and Business Process

Management: A Recipe for New Business Value.” STC Intercom (www.stc.com)

3. Harmon, Paul. (2013, March 13). “What New Technology Should a Manager Use?”

BPTrends Email Advisor (www.bptrends.com)

4. Harmon, Paul, and Wolf, Celia. (2011, December). “Business Process Modeling

Survey: A BPTrends Report.” BPTrends (www.bptrends.com)

5. Harmon, Paul, and Wolf, Celia. (2012, March). "State of Business Process

Management - 2012." BPTrends (www.bptrends.com)

6. Recker, Jan. (2013, March 9). “Class Notes: BPM Research and Education — How

Was School Today?” BPTrends e-zine (www.bptrends.com)

7. Rockwell, Dan (aka Leadership Freak). (2013, March 15). “Thriving Through

Process.” Leadership Freak blog (leadershipfreak.wordpress.com)

8. University of San Francisco. (2013). "Applied business Process Manaement, Book 1

of 2, Weeks 1-4. (http://www.usanfranonline.com/certificate-programs-online/)

Presentation Resources


http://www.amazon.com/Business-Process-Management-Common-Knowledge/dp/1442105666/ref=sr_1_1?s=books&ie=UTF8&qid=1334952726&sr=1-1





http://intercom.stc.org/2012/02/information-architecture-and-business-process-management-a-recipe-for-new-business-value/

http://intercom.stc.org/2012/02/information-architecture-and-business-process-management-a-recipe-for-new-business-value/

http://www.stc.com/

http://www.bptrends.com/deliver_file.cfm?fileType=publication&fileName=advisor20120313.pdf

http://www.bptrends.com/

http://www.bptrends.com/members_surveys/deliver.cfm?report_id=1005&target=Process_Modeling_Survey-Dec_11_FINAL.pdf&return=surveys_landing.cfm






http://www.bptrends.com/members_surveys/deliver.cfm?report_id=1006&target=2012-_BPT SURVEY-3-12-12-CW-PH.pdf&return=surveys_landing.cfm





http://www.bptrends.com

http://www.bptrends.com/deliver_file.cfm?fileType=publication&fileName=2012-COL-Class Notes-- BPM-Recker 03.pdf






http://leadershipfreak.wordpress.com/2012/03/15/thriving-through-processes/

http://leadershipfreak.wordpress.com/2012/03/15/thriving-through-processes/

leadershipfreak.wordpress.com

http://www.usanfranonline.com/certificate-programs-online/





Book Recommendations




How to Contact Us!

DR. JACKIE DAMRAU BPM Analyst / Trainer

Email: [email protected]

Phone: 214-505-0100 Twitter: @damrauja

LinkedIn: Jackie Damrau


Joe Gollner, M.Phil. Content Solution Architect

Email: [email protected]

Phone: 613-670-5786 Twitter: @joegollner

Blog: www.gollner.ca

Additional Modeling Options

• Flow Charting

• UML

• SIPOC

• Swim Lanes

• IDEF-0

• Systems Dynamics

• Value Chain

• LOVEM-E

• Value Stream Mapping


Flow Charting Notation

Source: edrawsoft.com Source: http://en.wikipedia.org/wiki/Flowchart


http://edrawsoft.com


http://en.wikipedia.org/wiki/Flowchart



Swim Lanes

Source: blog.larimarconsulting.com


http://blog.larimarconsulting.com

http://blog.larimarconsulting.com

Value Chain

Analysis Design Develop Implement Evaluate

• Collect

• Analyze

• Delivery

• Objectives

• Descriptions

• Collect Content

• Lesson Plan

• Document Types

• Create Test

• Build Course

• Create Materials

• Type of Media

• Beta

Test

• Pilot

• Teach

• Complete Evals

• Review Evals

• Make Changes


Unified Modeling Language (UML)


So

urc

e: u

kpd

f.in

fo

http://ukpdf.info

http://ukpdf.info

IDEF-0

Source: edrawsoft.com

Source: http://en.wikipedia.org/wiki/IDEF0




http://en.wikipedia.org/wiki/IDEF0

http://en.wikipedia.org/wiki/IDEF0

LOVEM-E

Source: http://www.ibm.com/developerworks/webservices/library/ws-improvesoa/


http://www.ibm.com/developerworks/webservices/library/ws-improvesoa/





SIPOC

So

urc

e: s

ix-s

igm

a-m

ater

ial.c

om


http://six-sigma-material.com






Systems Dynamics

Source: suggestsoft.com


http://suggestsoft.com

http://suggestsoft.com

Value Stream Mapping

So

urc

e: e

ng

inee

rin

gec

on

om

ist.

blo

gsp

ot.

com


http://engineeringeconomist.blogspot.com

http://engineeringeconomist.blogspot.com