2. Business Process Management with Activiti João Silva (CERN, GS-AIS) 21st of October, 2014 BUSINESS PROCESS MANAGEMENT WITH ACTIVITI

3. Agenda 21st of October, 2014 BUSINESS PROCESS MANAGEMENT WITH ACTIVITI

4. Agenda 21st of October, 2014 BUSINESS PROCESS MANAGEMENT WITH ACTIVITI

5. What is a business process Sequence of activities performed by one or more business participants in order to deliver value to the business Can be represented as a workflow 21st of October, 2014 BUSINESS PROCESS MANAGEMENT WITH ACTIVITI

6. Business Process as a Workflow 21st of October, 2014 BUSINESS PROCESS MANAGEMENT WITH ACTIVITI

7. Business Process Management BPM is a means to study, identify, change, and monitor business processes BPM is not about technology BPM is not about creating diagrams BPM is about improving business 21st of October, 2014 BUSINESS PROCESS MANAGEMENT WITH ACTIVITI

8. Business Process Management BPM is a means to study, identify, change, and monitor business processes BPM is not about technology BPM is not about creating diagrams BPM is about improving business 21st of October, 2014 BUSINESS PROCESS MANAGEMENT WITH ACTIVITI

9. A pin factory Булавочная фабрика Adam Smith’s pin assembly process from the Wealth of Nations (1776) 21st of October, 2014 BUSINESS PROCESS MANAGEMENT WITH ACTIVITI

10. Business Process Management Management discipline Software engineering

11. BPM as a Management Discipline Analysing your business processes Documenting your business processes Optimizing your business processes Make the organization more efficient 21st of October, 2014 BUSINESS PROCESS MANAGEMENT WITH ACTIVITI

12. What is required for BPMAAMD Tools – Whiteboard – Word – Excel – Napkins! Process modeling – BPMN 21st of October, 2014 BUSINESS PROCESS MANAGEMENT WITH ACTIVITI

13. BPM as a Software Engineering Discipline Tools to draw execution flows Decorate diagrams with technical details Execute processes on a BPM platform 21st of October, 2014 BUSINESS PROCESS MANAGEMENT WITH ACTIVITI

14. What is required for BPMAASED Runtime engine (e.g. Oracle Workflow or Activiti) – Executable process at input – Coordinates execution – Keeps track of state – Advanced state machine 21st of October, 2014 BUSINESS PROCESS MANAGEMENT WITH ACTIVITI

15. Agenda 21st of October, 2014 BUSINESS PROCESS MANAGEMENT WITH ACTIVITI

16. What is BPMN? Business Process Model and Notation Graphical representation of a business process 21st of October, 2014 BUSINESS PROCESS MANAGEMENT WITH ACTIVITI

17. Why BPMN? Standardized – ISO standard for process modeling Interchangeable – Easy to switch between IT products Executable – Automation improves process efficiency and consistency Serializable – Can be converted to XML 21st of October, 2014 BUSINESS PROCESS MANAGEMENT WITH ACTIVITI

18. Why BPMN? Human-oriented – Contrast with BPEL, which is machine- oriented Bridge for the gap between process design and process implementation 21st of October, 2014 BUSINESS PROCESS MANAGEMENT WITH ACTIVITI

19. BPMN example 21st of October, 2014 BUSINESS PROCESS MANAGEMENT WITH ACTIVITI

20. BPMN 2.0 Constructs Set of elements plus rules used for representing a business process model – Events – Sequence Flow – Gateway – Tasks – Sub-processes – Transactions 21st of October, 2014 BUSINESS PROCESS MANAGEMENT WITH ACTIVITI

21. Events Model something that happens during a lifetime of a process Visualized as a Circle 21st of October, 2014 BUSINESS PROCESS MANAGEMENT WITH ACTIVITI Start Event End Event Timer Event Error Event

22. Gateways Control the flow of execution (if, else) Visualized as a diamond shape, with an icon inside (gateway type) X O + Exclusive Inclusive Parallel 21st of October, 2014 BUSINESS PROCESS MANAGEMENT WITH ACTIVITI

23. Exclusive Gateway Model a decision in a process Follows a single outbound path 21st of October, 2014 BUSINESS PROCESS MANAGEMENT WITH ACTIVITI X

24. Parallel Gateway Model concurrency in a process Follows multiple outbound path 21st of October, 2014 BUSINESS PROCESS MANAGEMENT WITH ACTIVITI +

25. Inclusive Gateway Combines the exclusive and parallel gateway 21st of October, 2014 BUSINESS PROCESS MANAGEMENT WITH ACTIVITI O

26. Tasks Action that occurs in a process – Send an e-mail – Call a Web Service in Java – Request work to be done by a human Visualized as a rounded rectangle 21st of October, 2014 BUSINESS PROCESS MANAGEMENT WITH ACTIVITI User Task Script Task Service Task Loop Task

27. Sub-processes Activity that contain other activities – Allows hierarchical modeling – Creates a new scope for events 21st of October, 2014 BUSINESS PROCESS MANAGEMENT WITH ACTIVITI

28. Agenda 21st of October, 2014 BUSINESS PROCESS MANAGEMENT WITH ACTIVITI

29. EDH 21st of October, 2014 BUSINESS PROCESS MANAGEMENT WITH ACTIVITI Electronic Document Handling @ CERN

30. Over 100 official procedures Used by all CERN personnel Over 250k documents per year EDH 21st of October, 2014 BUSINESS PROCESS MANAGEMENT WITH ACTIVITI

31. 21st of October, 2014 BUSINESS PROCESS MANAGEMENT WITH ACTIVITI Covers almost every procedure

32. Workflow in Action

35. ********

36. Already Approved

37. Workflow in Action XML Order

38. Workflow in Action

39. Signature Task Signature is a task for interacting with people, who are asked to approve or reject an electronic document Custom version of a BPMN User Task 21st of October, 2014 BUSINESS PROCESS MANAGEMENT WITH ACTIVITI

40. Workflow Engine We use Activiti, a BPMN 2.0 platform BPM for Business and IT people Written in Java Open-source 21st of October, 2014 BUSINESS PROCESS MANAGEMENT WITH ACTIVITI

41. Agenda 21st of October, 2014 BUSINESS PROCESS MANAGEMENT WITH ACTIVITI

42. Simple Leave Request 21st of October, 2014 BUSINESS PROCESS MANAGEMENT WITH ACTIVITI

43. Demo 1.Draw diagram 2.Create forms for users to type information required for the process 3.Export the process to XML 4.Execute the process https://activiti.alfresco.com 21st of October, 2014 BUSINESS PROCESS MANAGEMENT WITH ACTIVITI

44. Agenda 21st of October, 2014 BUSINESS PROCESS MANAGEMENT WITH ACTIVITI

45. Questions? joao.p.silva@cern.ch 21st of October, 2014 BUSINESS PROCESS MANAGEMENT WITH ACTIVITI