Business Process Management Tools and Techniques December 8, 2009 Dan Oneufer, PMP

Your Navigator 22 Years in IT, application development management, and project management Several years experience at JNET PM for PA Fusion business plan Multiple county information exchange projects

Today’s Objective Discuss Business Process Management (BPM) tools and techniques Overview of helpful PM tools Focus on items best suited for local government use (in other words, inexpensive or free!)

Overall Objective Cost Savings Business Process Awareness Business Process Improvement Business Activity Monitoring Project Performance Productivity Improvements

Business Process Modeling Unified Modeling Language (UML)  Sequence Diagrams  Activity Diagrams Workflow  Event Driven Process Flows  Petri Nets  Sequential Workflow

Business Process Modeling Business Process Modeling Notation  Maintained by Object Management Group (OMG)  BPMN 1.0 (2004)  BPMN 2.0 now in Beta  Depicts collaboration points  Indicates transaction between participants  Includes Correlation

BPM Tools – available for cost Visual Paradigm - Process Architect  Animated BPM component Active Endpoints – ActiveVOS  Deployable models Lombardi Teamworks Tibco Business Studio Oracle BPM IBM BPM Suite

BPM Tools - Free Add-In to Microsoft Visio Oryx Editor BPMN Modeler (Eclipse Add-in) Intalio|Designer

Visio Templates / Stencils Several available for free download at Requires knowledge of Visio Suitable for documenting the process

Visio Templates / Stencils

Oryx Editor Web-based editor Allows for several types of workflow diagrams Multiple export formats Requires Firefox web browser

Oryx Editor

Intalio| Designer Free download available as bpms.intalio.com Based on Eclipse IDE Large community support Modeling tool + available process execution engine + rules engine + BAM

Intalio| Designer

BPM Techniques Recognize and exploit common patterns Modify process to match any ‘best- practices’ models Physical walkthrough of the workflow Process Modeling Framework

Physical walkthrough Involve participants from each area Use collaboration tools Use JIEM for document exchanges Visit the locations

Process Modeling Framework

BPMN Elements

Activities

BPMN Elements

Events

BPMN Elements

BPM Outcomes Process awareness Interaction points Reveals room for improvement Reveals points for measurement Reveals ‘turf’

PM & Productivity Tools Acrobat.com (presentation, screen sharing, file sharing, document conversion, online collaboration, shared whiteboard) OpenProj by Serena Software a desktop replacement of Microsoft Project (equivalent functionality, familiar user interface, opens existing MSProject files)

PM & Productivity Tools Mindmeister online mind mapping software with collaboration Argo UML Creates numerous UML diagrams

Contact For More Information