Process Management in Practice · 2010. 9. 23. · process flows. QPR ProcessGuide contains a hierarchical process model, which consists of detail layers where each detail layer (sub

1© Dipl.-Ing. Walter Abel Management Consulting3.2 - Process Management with QPR ProcessGuide

Process Management in Practice

Karl Czerny - Gasse 2/2/32A - 1200 Vienna

' +43 1 92912 657 +43 1 92912 66

[email protected]

mailto:[email protected]

http://www.walter-abel.at


Process Management in Practice

QPR ProcessGuide

The Solution for process oriented

Business Management

Dipl.-Ing. Walter Abel

Managing Director


Basics of Systemic Process Management

u All business activities are performed as processes (eitherknowingly or not)

u The pearls of the process chain are the acting people

u The rope of the pearls is the information flow

u The value of the pearl necklace has to be recognized (the

acting people have to understand the processes)

u Each process requires a defined (named) responsibleperson

u Each relevant process has to be measured


Requirements to Tools forProcess Management

u Process analysis, -design and -validation

u Process flow oriented, grafic design

u Mapping of resources to process steps (people,infrastructure, documents, material)

u Simulation of possible scenarios with real processingparameters

u Process documentation and -publication

u User access via inter- / intranet


The Solution for Process Management

QPR ProcessGuide

Flexible process management from design and simulation to publication

u Process analysis and -designu Intuitive modelingu Dynamic simulation and optimizationu Web enabled documentation and publicationu Multiuser process databaseu Integration with QPR ScoreCard


Who is QPR Software Plc. ?

QPR PartnerQPR Customer

Helsinki - Headquarter

QPR is the leading supplier of interactivesoftware - solutions for performance- andprocess management

We are solution partner for Austria and CEE


Who is QPR Software Plc. ?

u Software sold to more than 1500 customers, 45.000+ user in 45 countriesand 20 languages since 1991

u Exemplary references:


QPR ProcessGuideFunctionality

u Modeling

u Analysis and dynamic simulation

u Documentation and publishing

Available language versions: german (DE, CH), english (US, UK), french, italian, portugese, spanish, finnish,swedish, icelandic, and many more

Multilingual process modeling !


QPR ProcessGuideUser Groups

Process Modeler

u Modeling of processesu Organization structureu Simulationu Analysisu Users permissions

QPR ProcessGuide D-Client

Process Owner

u View and analysisu Definition best practicesu Feedbacku Definition action plansu Upload of documents

QPR Collaboration Portal

Interest Group /Stakeholder

u Review performanceu Analysis of processesu Definition action plansu Evaluation of best

practices

QPR Collaboration Portal


QPR ProcessGuideModeling - Look & Feel

At the first glance QPR ProcessGuide looks like an advanced drawing tool for processdiagrams. This is intentional as modelling normally starts with graphical visualization of

process flows.

QPR ProcessGuide contains a hierarchical process model, which consists of detail layerswhere each detail layer (sub process) is represented by a according symbol in its superior

layer.


QPR ProcessGuideModeling - Elements

u Available Modeling Elements:

u Process steps and -flowsu Unlimited number and combinationsu Freely definable notation

u Stores (for information, material)u Information

u Links to external documentsu Embedded information within the

process modelu Freely definable types of flowsu External (remote) function calling to

start applications from the processmodel

u Resourcesu Personnelu Material

u Organizationu Groups and pools


QPR ProcessGuideModeling - Objects

Grafical Objects:

u Checkpointsu Standard flow symbolsu Imported graphicsu Text

u No restrictions innotation, freely definable(e.g. BPMN, IDEF,Dataflow)


QPR ProcessGuideModeling - Flow Charts

An example how QPRProcessGuide showsprocesses and prozess/ subprocess - relationsas flow charts.

In the shown model weare in second levelsubprocess.

The actual model(working area)

Processhierarchy of the

model

Flowchart - Browsershows overall view

Tools area canbe faded in and

out


QPR ProcessGuideModeling - External Links

Each process step may reference another (even external) model or document:

u ProcessGuide - Modelu File of any external applicationu Remote Function Call (starting an application from

the process model)


QPR ProcessGuideModeling - Notation

Modeling in QPR ProcessGuide is done in consistent, definable notationModelingdirection

Model elementsdialog

Notation(per element)


QPR ProcessGuideModeling - Customizing

u Freely definable colorsu Selection from symbols menu or import of

own symbolsu Freely configurable pictures and text


QPR ProcessGuideModeling - Navigator

Navigator:

u Shows the hierarchies of theprocess model:

u Process hierarchyu Organization hierarchyu Documents hierarchyu Resource groups-

Resource pool-hierarchy

u Information hierarchy


QPR ProcessGuideMultilingual Modeling


QPR ProcessGuideSimultaneous Multiuser - Modeling

QPR Collaboration Server Offline - Modeling

Online - Modeling


QPR ProcessGuideAnalysis

u For permanent processoptimization the analysis of

u Qualityu Process costsu Cycle times

is important

u QPR ProcessGuide allows touse this performance indicatorsby default and the freedefinition of additional ones aswell

u Performance data can bedisplayed, analyzed andmaintained in spreadsheet view


QPR ProcessGuideAnalysis - Procedure

u Performance datau Scopeu Data sources

u Scenarios u Graphicsu Reportingu Storage

u Graphicsu Reports

Planning Data Import Analysis andStorage Presentation


QPR ProcessGuideAnalysis - Planning

Analysis planning:

u Definition of performance indicatorsu Definition of data sourcesu Definition of data importu Selection of simulation cases


QPR ProcessGuideAnalysis - Data

Data for the analysis:

u from dynamic simulation (see later)u from external data (import from Excel, aso.)


QPR ProcessGuideAnalysis - Calculation

Possible ways of calculation:

u Cumulated valuesu Critical pathu Lowest valuesu Average valuesu Highest valuesu Accumulation of simulations of one process stepu Accumulation per simulation along the process chain


QPR ProcessGuideAnalysis - Evaluation

ProcessGuide analysis offersseven views:

u Spreadsheetu Bar graphu Line graphu Pie chartu Ganttu Distribution diagramu Trend diagram


QPR ProcessGuideDynamic Simulation

The dynamic simulation shows the process beahvior graphically

It consists of three steps:

u preparationu Visualized executionu Analysis


QPR ProcessGuideDynamic Simulation - Setup

Previous to starting the dynamic simulationthe simulation parameters for the processsteps, flows and stores have to be defined


QPR ProcessGuideDynamic Simulation - Presentation

u The speed of animation can becustomized to the users needs

u Thus the process flow can bevalidated visually


QPR ProcessGuideDynamic Simulation - Results

The results of the dynamicsimulation are displayedgraphically and can besaved or exported forfurther usage


QPR ProcessGuideDocumentation

u QPR ProcessGuide offers multiplepossibilities for communication of processes

u HTML export

u Dynamic web - publishing

u Print

u Report

u QPR Web Application Server allows permanent actual processes inintranet

u Portal View allows customized views to the process modelu Customizing allows complete integration in corporate intranets (inclusiv

adaption to the corporate identity)


QPR ProcessGuideDocumentation - Personalization

Bookmarking:BookmarkProcessviews

Myresponsibilities:Role spezific viewrelated toaffiliation to

ResourcegroupOrganizationalunit

Personalization:

Free definition of requiredprocess views, linked to thepermissions of the respectiveuser


QPR ProcessGuideDocumentation - Full Text Search

Full text search allows fast revealing of needed information


QPR ProcessGuideDocumentation - Notification

Permanent information about processes and performance via personalized notification


QPR ProcessGuidePerformance Measurement


QPR ProcessGuideSystem Requirements

Operating System

u Windows 7, 2003u Windows XPu Windows 2000u Mac OS 10.2 or higher

(Web Client only)

Web Server

u Microsoft IIS from 5.0 onu Apache 1.3.x or 2.xu Lotus Domino Server from 6.5 onu IBM HTTP Server 1.3.28.1 and from

6.0 on

Database

u Microsoft SQL Server from 2000 onu MSDE 2000u Oracle from 9i onu IBM DB2 from 8.1 onu MS Access from 2000 (standalone

only)(MDAC 2.7 or 2.8 necessary)

Web Browser

u Microsoft Internet Explorer from 6.0on (Windows)

u Mozilla Firefox from 1.0.7 on(Windows, Linux and Mac OS)


QPR ProcessGuideHardware Requirements

QPR Server

u 3 GHz Prozessor (x 2)(z.B. Win 2003 oder 2007, Windows 7)

u 1 Gb RAM (2 GB recommended)u 5 GB Disk Space

Hint

Server components can be distributedover multiple (existing) servers !

Development (Windows) Client

u 1 GHz Pentium IIIu 512 Mb RAMu 128 kbps network connection

(>512 kbps recommended)

Web Client

u 1 GHz Pentium III,u 512 MB RAMu 128 kbps network connection

(>512 kbps recommended)


QPR ProcessGuideArchitecture

Client

Server

Data

QPR Database(MS SQL, Oracle, IBM DB2)

QPRCollaboration

Portal

QPRCollaboration

Portal

QPRWeb Application

Server (WAS)

QPRWeb Application

Server (WAS)

QPRUser Management

(UMS) Server

QPRUser Management

(UMS) Server

TCP/IP

TCP/IP HTTP

TCP/IP

Web Server(e.g. MS IIS, Apache…)


CGI

ODBC

QPR ProcessGuideApplication

Server


Server

QPR ProcessGuideDesigner


QPRUser Management

(UMS) Client

QPRUser Management

(UMS) Client

TCP/IP

FileModels

TCP/IP

ODBC

TCP/IP


QPR ProcessGuideArchitecture - Application Server

Client

Server

Data


QPRCollaboration

Portal

QPRCollaboration

Portal

QPRWeb Application

Server (WAS)

QPRWeb Application

Server (WAS)

QPRUser Management

(UMS) Server

QPRUser Management

(UMS) Server

TCP/IP

TCP/IP HTTP

TCP/IP



CGI

ODBC


Server


Server



QPRUser Management

(UMS) Client

QPRUser Management

(UMS) Client

TCP/IP

FileModels

TCP/IP

ODBC

TCP/IP

u Administrates processmodels

u Cachingu Updates the

Designer and theWeb ApplicationServer

u Manages data baseaccess

Application Server


QPR ProcessGuideArchitecture - Web Application Server

Client

Server

Data


QPRCollaboration

Portal

QPRCollaboration

Portal

QPRWeb Application

Server (WAS)

QPRWeb Application

Server (WAS)

QPRUser Management

(UMS) Server

QPRUser Management

(UMS) Server

TCP/IP

TCP/IP HTTP

TCP/IP



CGI

ODBC


Server


Server



QPRUser Management

(UMS) Client

QPRUser Management

(UMS) Client

TCP/IP

FileModels

TCP/IP

ODBC

TCP/IP

u Manages dynamic webaccess to the ProcessModels

u Provides personalizedaccess via QPR Portal

u Compatible with allcommon web serversthat support CGI -Binaries

Web Application Server


QPR ProcessGuideArchitecture - User Management Server

Client

Server

Data


QPRCollaboration

Portal

QPRCollaboration

Portal

QPRWeb Application

Server (WAS)

QPRWeb Application

Server (WAS)

QPRUser Management

(UMS) Server

QPRUser Management

(UMS) Server

TCP/IP

TCP/IP HTTP

TCP/IP



CGI

ODBC


Server


Server



QPRUser Management

(UMS) Client

QPRUser Management

(UMS) Client

TCP/IP

FileModels

TCP/IP

ODBC

TCP/IP

u Manages userauthentication and userrights

u Integrates withu Windows networksu all LDAP

compatiblesystems

User Management Server


QPR ProcessGuideSystem Configuration 1 (One Server)

"QPR Server”


QPRCollaboration

Portal

QPRCollaboration

Portal

QPRWeb Application

Server (WAS)

QPRWeb Application

Server (WAS)

QPRUser Management

(UMS) Server

QPRUser Management

(UMS) Server

TCP/IP

TCP/IP HTTP

TCP/IP



CGI

ODBC


Server


Server



QPRUser Management

(UMS) Client

QPRUser Management

(UMS) Client

TCP/IP

FileModels

TCP/IP

ODBC

TCP/IP


QPR ProcessGuideSystem Configuration 2 (Two Servers)

Application & Web Server

Database Server


QPRCollaboration

Portal

QPRCollaboration

Portal

QPRWeb Application

Server (WAS)

QPRWeb Application

Server (WAS)

QPRUser Management

(UMS) Server

QPRUser Management

(UMS) Server

TCP/IP

TCP/IP HTTP

TCP/IP



CGI

ODBC


Server


Server



QPRUser Management

(UMS) Client

QPRUser Management

(UMS) Client

TCP/IP

FileModels

TCP/IP

ODBC

TCP/IP


QPR ProcessGuideSystem Configuration 3 (Three Servers)

Application Server

Database Server

Web Server


QPRCollaboration

Portal

QPRCollaboration

Portal

QPRWeb Application

Server (WAS)

QPRWeb Application

Server (WAS)

QPRUser Management

(UMS) Server

QPRUser Management

(UMS) Server

TCP/IP

TCP/IP HTTP

TCP/IP



CGI

ODBC


Server


Server



QPRUser Management

(UMS) Client

QPRUser Management

(UMS) Client

TCP/IP

FileModels

TCP/IP

ODBC

TCP/IP


QPR ProcessGuideSystem Configuration 4 (Three Servers)

Application Server

Database Server

Web Server


QPRCollaboration

Portal

QPRCollaboration

Portal

QPRWeb Application

Server (WAS)

QPRWeb Application

Server (WAS)

QPRUser Management

(UMS) Server

QPRUser Management

(UMS) Server

TCP/IP

TCP/IP HTTP

TCP/IP



CGI

ODBC


Server


Server



QPRUser Management

(UMS) Client

QPRUser Management

(UMS) Client

TCP/IP

FileModels

TCP/IP

ODBC

TCP/IP


QPR ProcessGuideUser Authentication and Single Sign-on

LDAP / NT Auth.

Access ControlUser Identification(& Authentication)

User Authentication

u Integrated Windows Authentication (IWA)u Active Directoryu NT Domain Usersu Lotus Notes User Directory

(LDAP Protocol Version 2 and 3.)

User DirectoryUser Directory

QPR ProcessGuide/QPR ScoreCard

Application Server

QPR ProcessGuide/QPR ScoreCard

Application Server


QPRUser Management

(UMS) Server

QPRUser Management

(UMS) Server

ODBC

TCP/IP

Access levels: No, View,Modify, Administrate

Access control on elementlevel e. g. sub process,activity

QPRWeb Application

Server (WAS)

QPRWeb Application

Server (WAS)TCP/IP

TCP/IP


QPR ProcessGuideSecurity

Client

Server

Data


QPRCollaboration

Portal

QPRCollaboration

Portal

QPRWeb Application

Server (WAS)

QPRWeb Application

Server (WAS)

QPRUser Management

(UMS) Server

QPRUser Management

(UMS) Server

TCP/IP

TCP/IP HTTP

TCP/IP



CGI

ODBC


Server


Server



QPRUser Management

(UMS) Client

QPRUser Management

(UMS) Client

TCP/IP

FileModels

TCP/IP

ODBC

TCP/IP

ODBC - ODBC Security

TCP/IP - 40-128 bit Encryption(MS Cypto API)

HTTP - SSL


QPR ProcessGuideInformation Import and Export with XML


QPR ProcessGuideAutomatization & Integration - QPR API

u COM based VB Script ApplicationProgramming Interface (QPR API)

u QPR scripting for running scriptsdirectly from QPR products

u Tool for:u Automated model generationu Integrationu Task automationu XML export & import

Sub ExecuteXMLOnFileModel()

Dim iResultDim oModel

iResult = PGApplication.OpenFileModel("C:\Program Files\QPR7\ProcessGuide\Models\Basic

Process Example2.pmf", "", oModel)

If (iResult <> 0) ThenMsgBox "Open XML file model failed: " +PGApplication.GetErrorMessage(iResult)End If

iResult = oModel.ExecuteXMLTask("Export All.PGT","C:\Temp\Scripting\PGExport.xml", "", "")If (iResult <> 0) ThenMsgBox "Execute XML export failed: " +PGApplication.GetErrorMessage(iResult)End If

iResult = oModel.CloseModel(1)

If (iResult <> 0) ThenMsgBox "Close XML file model failed: " +PGApplication.GetErrorMessage(iResult)End If

Set oModel = Nothing

End Sub

Sub ExecuteXMLOnFileModel()

Dim iResultDim oModel

iResult = PGApplication.OpenFileModel("C:\Program Files\QPR7\ProcessGuide\Models\Basic

Process Example2.pmf", "", oModel)

If (iResult <> 0) ThenMsgBox "Open XML file model failed: " +PGApplication.GetErrorMessage(iResult)End If

iResult = oModel.ExecuteXMLTask("Export All.PGT","C:\Temp\Scripting\PGExport.xml", "", "")If (iResult <> 0) ThenMsgBox "Execute XML export failed: " +PGApplication.GetErrorMessage(iResult)End If

iResult = oModel.CloseModel(1)

If (iResult <> 0) ThenMsgBox "Close XML file model failed: " +PGApplication.GetErrorMessage(iResult)End If

Set oModel = Nothing

End Sub


Schlussbild

Dipl.-Ing. Walter AbelManagement Consulting

Karl Czerny - Gasse 2/2/32A - 1200 Vienna

Tel: +43 1 92912 65Fax: +43 1 92912 66Email: [email protected]: www.walter-abel.at

… . let us create the future together … .

Together on the road to success … .

mailto:[email protected]

http://www.walter-abel.at