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BPMN and Design Patterns for Engineering Social BPM Solutions BPMS2 Workshop, Clermont-Ferrand Aug 29 2011 Marco Brambilla, Piero Fraternali, Carmen Vaca Dipartimento di Elettronica e Informazione Politecnico di Milano Contact: marco.brambilla@poli mi.it marcobrambi marcobrambi

BPMN and Design Patterns for Engineering Social BPM Solutions

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The integration of social software and BPM can help organizations harness the value of informal relationships and weak ties, without compromising the consolidated business practices embedded in conventional BPM solutions. This paper presents a process design methodology, supported by a tool suite, for addressing the extension of business processes with social features. The social process design exploits an extension of BPMN for capturing social requirements, a gallery of social BPM design patterns that represent reusable solutions to recurrent process socialization requirements, and a model-to-model and mode-to-code transformation technology that automatically produces a process enactment Web application connected with mainstream social platforms.

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Page 1: BPMN and Design Patterns for Engineering Social BPM Solutions

BPMN and Design Patterns for Engineering

Social BPM SolutionsBPMS2 Workshop, Clermont-Ferrand Aug 29 2011

Marco Brambilla, Piero Fraternali, Carmen VacaDipartimento di Elettronica e Informazione

Politecnico di Milano

Contact:[email protected]

Page 2: BPMN and Design Patterns for Engineering Social BPM Solutions

Outline

• Understanding the goals of social BPM

• Representing social BP requirements

• Eliciting recurrent solutions: social design patterns

• An example

• An architecture for the fast prototyping and engineering of SBPM

• Conclusions: ongoing & future work (+ demo)

Page 3: BPMN and Design Patterns for Engineering Social BPM Solutions

Context and goals

•EU Funded Project, 2 years

•4 SMEs + 2 Universities

•Coordinator: Web Models (IT)

•Main deliverables• Methodology• Modeling languages• Reusable design patters• Forward engineering architecture• Cases, cases, cases…

www.bpm4people.org

Page 4: BPMN and Design Patterns for Engineering Social BPM Solutions

A continuum from closed to open social BPM, where each organization can find the mix of control & flexibility it needs

The Social BPM Space

Closed BPM

Participatory design

Participatory enactment

Process mining

Social enactment

Process model decided top-down and hard wired, task assignment rigid, communication limited to task input-output

Process model resulting from merge of different models (e.g., merger&acquisition), task/flow variants

Actors are fixed, but can communicate with social tools (e.g., follow up a task, tweet on a task status, etc)

The community of actors can be (in part) open: e.g., launch a task to be executed in Facebook, find an expert in LinkedIn, vote for alternative flows

Tasks are executed freely (e.g., in a Wiki-like mode)process constraints are mined and progressively enforced by observing community behaviors

Page 5: BPMN and Design Patterns for Engineering Social BPM Solutions

Participatory & social enactment

The contribution of “social” to the BPM lifecycle

Socialization goals

Modeltransformation

Design

Model

Deploy

Execute

Monitor

Optimize

Social BPM architecture

Weak Ties / Tacit Knowledge exploitation (e.g., team formation) Knowledge sharing (e.g., self-service technical support) Social Feedback (e.g., quality of service monitoring) Transparency: (e.g., legislation building) Participation: (e.g., participatory budgeting) Activity distribution (e.g., crowd-sourced work) Decision distribution (e.g., social CRM) Social BPMN

Socialization design patterns

Page 6: BPMN and Design Patterns for Engineering Social BPM Solutions

Overview of the approachGeneral idea: Social BPM Design &

Implementation

Understand SBPM goals

Understand process socialization patterns

Refer patterns to goals

Automate pattern to application transformation

Analyze process improvement requirements

Map requirements to goals

Identify relevant socialization patterns

(Re)design process with social interactions

Identify & abstract social platforms to use

Map process model to application models

Refine application models

Map application modelsinto code & deploy

An

alys

is &

des

ign

Dep

loym

ent

Identify communities of reference

Page 7: BPMN and Design Patterns for Engineering Social BPM Solutions

Representing Social BPM requirements

Idea: extending BPMN with stereotypes for expressing:

•The participation of dynamically enrolled actors ( social pools with different roles)

•The execution of activities by such actors (social tasks)

•Events for controlling the execution of tasks by social actors

Page 8: BPMN and Design Patterns for Engineering Social BPM Solutions

Social BPM design patterns

•As in the tradition of BPM design patterns, they capture reusable solutions to recurrent socialization requirements

Dynamic enrollment

Poll

Page 9: BPMN and Design Patterns for Engineering Social BPM Solutions

Design patterns and goals

•Socialization goals can be used as drivers for the selection of the social BPM design patterns that are more relevant to a process socialization effort (SBPM by example)

Page 10: BPMN and Design Patterns for Engineering Social BPM Solutions

A complete example

Page 11: BPMN and Design Patterns for Engineering Social BPM Solutions

•Models are amenable to be transformed into running applications, enabling fast prototyping and early assessment of alternative process socialization strategies directly by the stakeholders

•Model-Driven Engineering is the discipline that supports a generative approach to the creation and maintenance of application from abstract, platform-independent models

•Implementation exploited WebRatio (www.webratio.com), an industrial MDE tool that manages app development in three steps:

Model Driven Engineering of SBPM applications

Designthe Model

Customizethe Rules

Generatethe Application

Page 12: BPMN and Design Patterns for Engineering Social BPM Solutions

Process Model

It is used to define:•Organization and roles•Activities and assignments•Business rules•Business workflowIt is based on BPMN notation

Application Model

It is used to define:•Page contents•Business logic•User interface & Visual identity•IntegrationIt is based on WebML modelling language

Two types of models concur to define the application requirements:

Models for BPM

Page 13: BPMN and Design Patterns for Engineering Social BPM Solutions

Social Process Model

It is used to define:•Social actors (e.g., Community Pools)•Social Activities (twittering, voting, following..)•Social events

Based on BPMN social design patterns

Social Application Model

It is used to define:•Exchange of user profiles from/to SN•Social data (e.g., shared content)•Interface and components for social tasks (e.g., twittering, voting, tagging, following)

Based on WebML social components

Process and applications models are extended to incorporate social issues:

Model extensions for Social BPM

Pool

Lane

1La

ne 2

Follow

Vote

Page 14: BPMN and Design Patterns for Engineering Social BPM Solutions

Generative approach and runtime architecture

IBMWebSphere

Caucho Resin

ApacheTomcat

OracleApplication

Server

JBossApplication

Server

Process layer

Servicelayer

Presentation layer

Datalayer

Integrationlayer

Standard JavaWeb application

Visual identity

Business layer

Social Network connection

services

Page 15: BPMN and Design Patterns for Engineering Social BPM Solutions

Ongoing and future work

Ongoing work: reality check

•EU Parliament: IT requirement elicitation processes opened to all DGs

•NGO: consumers’ claim management and class action organization

•PA: participative territory planning

•Multinational company: social CRM

Future work

•Complete the implementation of model editor, model transformation, social WebML components

•Investigate SNA techniques for social task optimization

•Define social process improvement metrics and Social Activity Monitoring concepts

Page 16: BPMN and Design Patterns for Engineering Social BPM Solutions

DEMO

http://www.bpm4people.org/cms/content/en/demos