Upload
alexander-samarin
View
2.128
Download
3
Tags:
Embed Size (px)
DESCRIPTION
Several enterprise and process patterns. Some slides contain animation.
Citation preview
Business Architecture Patterns
A. Samarin“BPM in Practice” conference
Vilnius, October 2013
“BPM in Practice” conference v2 2
• An enterprise architect– from a programmer to a systems architect – have created systems which work without me
• WHY I do what I do– I believe that many improvements (“sooner, better, cheaper, more
flexible”) in operational excellence and strategy execution are achievable with reasonable efforts and commodity tools
• HOW I do what I do– architecting the synergy between technologies, tools and best
practices for client’s unique case and transfer the knowledge
• WHAT is the result of my work for clients
– more coordination, less routine work, less stress, higher performance, higher security, less risk, higher predictability of results, better operations, and liberating the business potentials
About me
© A. Samarin 2013
“BPM in Practice” conference v2 3
• Although core business processes in each enterprise are unique, they are constructed from typical business working practices
• The system is aimed at formalising and perfecting these working practices as actionable patterns
• Some of these patterns are expressed in executable BPMN thus making them available for businesses via modern BPM tools
© A. Samarin 2013
A system of actionable patterns
“BPM in Practice” conference v2 4
• Strategy TO Portfolio (STOP)
• Anisotropically Decentralised Organisation (ADO)
• Maturity Of Process Systems (MOPS)
• Customer eXperience As A Process (CXAAP)
• Platform-Enabled Agile Solutions (PEAS)
• Structuring IT Organisation (SITO)
• Submission Interface (SI)
• Decomposition in patterns (DIP)
• Make Your Logic Explicit (MYLO)
• Strategy Implementation Chain (SIC)
© A. Samarin 2013
Agenda
“BPM in Practice” conference v2 5
• Business concern
– dealing with the project portfolio during evolution of the strategy: intended, emerging and realised
• Logic
– explicitly linking strategic objectives, initiatives, business capabilities, IT capabilities, IT tools and projects
– add priorities
© A. Samarin 2013
Strategy To Portfolio (STOP)
“BPM in Practice” conference v2 6
Business initiatives (business-specific demand)
Business capabilities(business-generic demand)
IT capabilities (IT-generic supply)
Roadmap programmes(from AS-IS to TO-BE)
Business demand IT supply
Business strategicobjectives
Governance
Maturity improvement Requested maturity Business priority
1
2
3
2
2->5
2->4
1->3
1->4
2->4
1->3
2->5
2->4
3->4
4
4
5
3
1
2
3
4
4
1
1
2
3
2
2
4
4
5
3
3->4
1->4
3->5
3->4
2->4
IT tools(IT-specific supply)
3
Programme priority
5
4
3
4
4
Logic
© A. Samarin 2013
Manage business by processes
Manage processes BPM suite
“BPM in Practice” conference v2 7
• Implications
– A formal way to discover points of the most leverage
– The decision-making process is explicit and transparent
– A strategy adjustment and validation becomes a routine on-going activity during its implementation (like functioning of the GPS navigator)
© A. Samarin 2013
Implications and example
“BPM in Practice” conference v2 8
• Business concern: Branch Offices (BOs) with different level of maturity have to carry out similar processes; Central Office (CO) has to support them
• Logic: any activity can be decomposed in four logical steps:
– Plan: preparation for the work to be done
– Do: execution of the work
– Check: Control of how good and correct the work has been done
– Validate (also can be called reflect or re-factor): analysis of the newly obtained experience and results to propose/implement some improvements to similar work which will be done in future
© A. Samarin 2013
Anisotropically Decentralised Organisation (ADO)
“BPM in Practice” conference v2 9
• Possible combinations for each step are:
– [C] fully centrally (i.e. no delegation)
– [L] fully locally (i.e. complete delegation)
– [LC] with central post-control
– [CL] with central pre-advice
– [CLC] with central pre-advice and post-control
• Available combination for particular activities
– Plan – C, L, LC, CL, CLC
– Do – C, L (actual work can be done only at one place)
– Check – C, L, LC
– Validate – C, L, LC
© A. Samarin 2013
Logic
“BPM in Practice” conference v2 10
Variant Plan Do Check Validate Comments
0 C C C C No local capabilities are available for a particular activity1 C L C C BO can do some technical work
2 CLC or LC C LC C BO can do some management work under guidance
3 LC L LC C BO can do some management and technical work under guidance
4 L L L LC BO can do almost everything5 L L L L BO may do everything
© A. Samarin 2013
Capability levels
Implications
• align with formal delegation of authority
• consider dynamics in BOs capabilities
“BPM in Practice” conference v2 11
• Business concern: You want to reach a particular level of maturity (in accordance with CMMI ) of a process-based business system - what BPM functionality will help you?
• Logic: Levels of maturity are well-known1. A performed process is a process that accomplishes the work necessary
to produce work products
2. A managed process is a performed process that is planned and executed in accordance with some policies
3. A defined process is a managed process that is tailored from the organization’s set of standard processes
4. A quantitatively managed process is a defined process that is controlled using statistical and other quantitative techniques
5. An optimizing process is a quantitatively managed process that is changed and adapted to meet relevant current and projected business objectives
© A. Samarin 2013
Maturity Of Process System (MOPS)
“BPM in Practice” conference v2 12
• BPM (as a discipline) has 6 following functions:
– Model / Plan / Simulate
– Automate / Instrument
– Execute
– Control
– Measure
– Optimise / Reflect / Refactor
• All functionality of BPM discipline is involved at each level of maturity. But, the nature involvement maybe different: “implicit” (informal or ad-hoc), “explicit” (formal or systematic) and in between (marked as “I/E”)
© A. Samarin 2013
Logic
“BPM in Practice” conference v2 13© A. Samarin 2013
Correspondence table
Functionality vs level
Performed process
Managed process
Defined process
Quantitatively measured process
Optimising process
ModelI/E (black box)
Explicit (locally)
Explicit (globally)
Explicit Explicit
Automate Implicit I/E Explicit Explicit Explicit
Execute Implicit I/E Explicit Explicit Explicit
Control Implicit I/E I/E Explicit Explicit
Measure Implicit Implicit I/E Explicit Explicit
Optimise Implicit Implicit Implicit I/E Explicit
Implications
• Your use of BPM will facilitate the maturity increasing of your process-based business system
“BPM in Practice” conference v2 14
• Business concern: Improving the customer experience
• Logic
– Starting with "The reason customers use our products and services, is to get jobs done in their lives. "
– Thinking about a hierarchy of embedded (in some sense) processes:
• person's life-as-a-process
• person's situation-as-a-process (e.g. expecting a baby)
• person's job-as-a-process (e.g. buying a bigger car)
• customer-experience-as-a-process (e.g. a person who is buying a car acts as a customer for a car dealer)
© A. Samarin 2013
Customer eXperience As A Process (CXAAP)
“BPM in Practice” conference v2 15
• Logic
– If your products and services fit better into those processes (i.e. reduce the hassle for a customer) then they will be more attractive for customers
• Implications
– Ask right questions: not “now many floors do you want in your new house”, but "Do your parents visit?" "How many kids do you want?" "How long do you want to stay in this place?
– May consider also “product-as-a-process”, “services-as-a-process” and “resource-as-a-process”
© A. Samarin 2013
Logic and implications
Buy car 2Buy car 1
Client file (resource)
Sell 1 Sell 2
Client
Garage
“BPM in Practice” conference v2 16© A. Samarin 2013
Platform-Enabled Agile Solutions (PEAS)
• Business concern: How to deliver many similar applications for various highly-diverse clients; define everything up-front is not possible (typical BPM project)
• Logic
– Developing individual applications will bring a lot of duplications
– The provisioning of solutions should be carried out incrementally with the pace of the target client
– Consider a platform
1. must standardise and simplify core elements of future enterprise-wide system
2. for any elements outside the platform, new opportunities should be explored using agile principles
“BPM in Practice” conference v2 17
• Implications
– The platform frees up resource to focus on new opportunities
– Successful agile innovations are rapidly scaled up when incorporated into the platform
– An agile approach requires coordination at a system level
– To minimise duplication of effort in solving the same problems, there needs to be system-wide transparency of agile initiatives
– Existing elements of the platform also need periodic challenge
© A. Samarin 2013
Implications
A2A1
A3Platform
S2…S
1S3
Functionality
Delivery by solutions Delivery by applications
Scope
“BPM in Practice” conference v2 18
• The users told us that their processes are unique thus they need different applications
• We modelled their processes with the same modelling procedure
• We found the same services and very similar processes
© A. Samarin 2013
Example – replacing 23 electronic publishing applications
“BPM in Practice” conference v1 19
• Business concern: How to structure a business unit
• Logic
– Collect functions
– Draw a matrix of mutual relationships between those functions
– The relationships may be like “synergy”
– The relationship may be like “prohibition”, e.g. SoD
– Find clusters in the matrix
© A. Samarin 2013
Structure IT Organisation (SITO)
“BPM in Practice” conference v2 20
• Prohibition rules:– P1 Separate doing and supervising/controlling – SoD– P2 Separate architecture/design and implementation – SoD and
quality at entry– P3 Separate implementation and operation – SoD and quality at
entry– P4 Policy vs applying it – legislation vs executive separation– P5 Specialisation
• Synergy rules:– S1 Close work– S2 Architecture role to guide– S3 Synergy between technical and administrative activities (how
you do something may be more important what you do)
© A. Samarin 2013
Example of rules
“BPM in Practice” conference v1 21
• Matrix
• Clusters
© A. Samarin 2013
Example of matrix
• Business concern: Interactions between two independent parties
• Logic
– Partner submits some documents (including forms) to administration
– Administration checks those documents
– Administration may request partner to provide more documents or to carry out some corrections
– Administration checks those documents again
– And so on
© A. Samarin 2013 “BPM in Practice” conference v2 22
Submission Interface (SI)
© A. Samarin 2013 “BPM in Practice” conference v2 23
Animated diagram
Click for animation
“BPM in Practice” conference v2 24
• Business case: typical “claim processing” process – claim, repair, control, invoicing, and assurance to pay
© A. Samarin 2013
Decomposition In Patterns (DIP)
SI
PAR
SI
IPS
Click for animation
“BPM in Practice” conference v2 25
• Business concern: Decision-making is perceived to be too personalised
• Logic
– Make you decision logic explicit as possible before approaching the decision itself
– The decision logic must be understandable by all stakeholders of this decision
– They should be able to execute this decision logic
• Implications
– The business logic will take the decision - not you or other person
– The explicit logic acts as a “lubricator”
© A. Samarin 2013
Make Your Logic Explicit (MYLO)
“BPM in Practice” conference v2 26
• Combining some patterns from other patterns
© A. Samarin 2013
Strategy Implementation Chain (SIC)
“BPM in Practice” conference v2 27
• QUESTIONS?
• Personal website: http://www.samarin.biz
• Blog http://improving-bpm-systems.blogspot.com
• LinkedIn: http://www.linkedin.com/in/alexandersamarin
• E-mail: [email protected]
• Twitter: @samarin
• Book: www.samarin.biz/book
Thanks
© A. Samarin 2013