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Social BPM Combining Social Web and BPM for Improving Enterprise Performance Emanuele Molteni, WebRatio Marco Brambilla, WebRatio and Politecni di Milano BPM Europe 2012, London - June 19th, 2012

Social BPM - Combining social Web and BPM for improving enterprise performance

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Social BPM fuses BPM practices with social networking applications, with the aim of enhancing the enterprise performance by means of a controlled participation of external stakeholders to process design and enactment. The purpose of this participation is the exploitation of the operational value of the company, hidden within the personal behaviours and relations. In the presentation we address three main points: - The motivation and requirements associated with Social BPM - The concrete objectives that organizations can earn in terms of efficiency improvement, including: exploitation of weak ties and implicit knowledge; increase of transparency in process execution; user participation and engagement; distribution of decision and activity execution; feedback collection; and knowledge sharing - The status of the Social BPM offer and the coverage of the above objectivesFor each objective, pros and cons of the various solutions are discussed and concrete examples are used for describing the problem. Practical and innovative techniques are introduced too (e.g., crowdsearching, gamification, social network analysis, extended BP modeling notations, agile cycles for process improvement).

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Page 1: Social BPM - Combining social Web and BPM for improving enterprise performance

Social BPM Combining Social Web and BPM for Improving Enterprise Performance

Emanuele Molteni, WebRatioMarco Brambilla, WebRatio and Politecnico di Milano

BPM Europe 2012, London - June 19th, 2012

Page 2: Social BPM - Combining social Web and BPM for improving enterprise performance

Integrating social network tools and practices with BPM for improving effectiveness and efficiency of business processes

Social for BP design and improvement Integration of social networks in BPM-based interfaces Collecting feedback Analysing streams

Social for BP participation and implementation Integration of social networks in

BPM-based interfaces Some tasks implemented through

social interaction instead of traditional applications

– Social assignment of responsibility– Escalation– Task execution– Destructured processes (vs. email)

Social BPM: The idea

Page 3: Social BPM - Combining social Web and BPM for improving enterprise performance

Weak Ties / Tacit Knowledge – eg. team formation

Knowledge sharing – eg. self-served tech support

Social Feedback – eg. quality monitoring

Transparency – eg. PA, government

Participation – eg. participatory budget

Activity distribution – eg. crowd-sourced tasks

Decision distribution – eg. social CRM

Socialization goals

Page 4: Social BPM - Combining social Web and BPM for improving enterprise performance

It’s not just about Twitter

and Facebook

Tens of categories

Hundreds of solutions

Different purposes

Social networks and tools

Source: http://www.theconversationprism.com/

Page 5: Social BPM - Combining social Web and BPM for improving enterprise performance

Power to people! (How much?)

Completely indipendent from social input

Completely based on social input

No social

(all users interact in the Enterprise

platform, no social content or action)

Empowered

Enterprise

(internal users can access the

enterprise platform with advanced

interaction options with the external ones, who access

the social platform)

Enterprise

Democracy

(internal users interact on the

enterprise platform with the same interaction

options of the external ones that interact with the social platform)

Enterprise View(internal users have partial

visibility ot access to the contents on the social platform

through the enterprise UI)

Only social(all users interact on

the social platform, no access to the social contents from the

enterprise UI)

Internal user: enterprise user formally enrolled in the business processes

External users: enterprise, thirdy-party or final users whose social interactions are exploited within some business activities

Page 6: Social BPM - Combining social Web and BPM for improving enterprise performance

The questions are: How much to delegate to the social platform? How much to implement within the enterprise?

Community

Business Logic

User Interface

Implementation: where & how

Practices

Business

Structure

Flexibility

Involvement

Social Enterprise

Page 7: Social BPM - Combining social Web and BPM for improving enterprise performance

Impact on the BPM cycle

Design

Model

Deploy

Execute

Monitor

Optimize

Social BPM notation Socialization

design patterns

Modeltransformation

Social BPM architecture

Socialization goals

Participatory & social enactment

Page 8: Social BPM - Combining social Web and BPM for improving enterprise performance

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

Dynamic enrollment

Poll

People / Skill search

Social content publication

Social sourcing (vs. crowdsourcing)

Progress notification

Ranking and commenting

Social BPM design patterns

Page 9: Social BPM - Combining social Web and BPM for improving enterprise performance

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

Design patterns and goals

Weak Ties / Tacit

Knowledge

Transparency

Participation

Activity distributi

on

Decision distributi

on

Social Feedba

ck

Knowledge

sharing

Dynamic enrollment X

Poll X X

People / Skill search X X X

Social content publication X X

Social sourcing X

Progress notification X

Ranking and commenting X X X X

Page 10: Social BPM - Combining social Web and BPM for improving enterprise performance

Four main extensions to “orthodox” BPM thinking Social Monitoring, addressing capturing of the social events within the enterprise platform

Social Behavior, describing the possible social interaction activities

Social Content, specifying information which is shared or produced in a social way

Social Access, describing the social platform properties, including the access management options

Social Extensions

Page 11: Social BPM - Combining social Web and BPM for improving enterprise performance

Social BPMN extensions: Social Lane

Role type Description IconInternal performer Directly affects case and

activity progress

Internal observer May produce event and artifacts that indirectly affect case and activity progress

External observer Can be informed and partecipate through social network platform

Page 12: Social BPM - Combining social Web and BPM for improving enterprise performance

Social BPMN extensions: Social tasks

Task Type Icon

Publish

Invite

Comment

Vote

Rank

Comment

Vote

Invite+

Rank

Page 13: Social BPM - Combining social Web and BPM for improving enterprise performance

Publish and Invite tasks – different scopes

Audience scope Visual description IconBroadcast The task type icon with a

thick arrow pointing to the social network audience

Multicast The task type icon with 3 small arrows pointing to the social network audience

Unicast The task type icon with a one single arrow pointing to the social network audience

Invite to vote on the poll

Invite to vote on the poll

Invite to vote on the poll

Page 14: Social BPM - Combining social Web and BPM for improving enterprise performance

Social generation of metrics for quality assessment of government offices (PA sector)

A simple exampleLo

cal g

over

nmen

t offi

ce

Evaluate all metrics

Sup

ervi

sor

Identify public

metrics

Soc

ial N

etw

ork

Citi

zens

Public Metrics

Calculate weighted

evaluation resultPublish metrics

to citizens

Comment

Vote on publicmetrics

Collect and review votes and

commentsPublish

evaluation result

Page 15: Social BPM - Combining social Web and BPM for improving enterprise performance

Example with patterns: Build a team

Page 16: Social BPM - Combining social Web and BPM for improving enterprise performance

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

Model-driven approach to Process and software application models.

Social aspects are considered at the various levels and transformed to running code.

A Method for Social BPM based on MDDPo

ol

Lane

1La

ne

2

Invite

Vote

Page 17: Social BPM - Combining social Web and BPM for improving enterprise performance

Crowdsourcing

Game with a purpose / gamification

Datamining

Techniques for (larger) social enterprise

Page 18: Social BPM - Combining social Web and BPM for improving enterprise performance

From individual information extraction (even upon enterprise knowledge base) to friends, colleagues and experts feedback

Enterprise vs. general purpose

Emphasis on social or expertise relations more than anonymous crowds

Crowdsourcing example: knowledge retrieval

Exploratory Search System

Human Search System

Initial query

Exploration step

Exploration step

System API Social API

Database / IR index

Crowd / Community

Information collection

(individual)

Knowledge Harvesting

(social)

Page 19: Social BPM - Combining social Web and BPM for improving enterprise performance

Example

Page 20: Social BPM - Combining social Web and BPM for improving enterprise performance

Multiple social platform deployment

Advantages of model-driven development

Multi-platform deployment

Embedded application

Social/ Crowd platformNative

behaviours

External application

Standalone application

API

Embedding

Community / Crowd

Generated query templateTask or knowledge harvesting request

Page 21: Social BPM - Combining social Web and BPM for improving enterprise performance

Task splitting: the collection is too complex relative to the cognitive capabilities of users.

Task structuring: the task is too complex or too critical to be executed in one shot.

Task routing: a task can be distributed according to the values of some attribute of the collection.

User interaction: search tasks may imply complex UI design

Again, easier to be addressed through a model-driven approach

Crowdsourcing task management problems

Page 22: Social BPM - Combining social Web and BPM for improving enterprise performance

Apply model-driven techniques to Social and Search:

Efficient development of crowdsourcing

MacroTask Description (BPMN)

User Interaction Model (WebML+ER)

M2M Transformation

M2T Transformations

Stand-alone application

Application embedded in social network

MicroTask Description (BPMN)

M2M Transformation

Page 23: Social BPM - Combining social Web and BPM for improving enterprise performance

The process of game-thinking and game mechanics to engage users and solve problems

Turning user and employee experience into a game (including reward for achievements) can produce behavior change

Typical structures: input agreement, output agreement, inversion problem.

Symmetric or asymmetric participation

Gamification

Page 24: Social BPM - Combining social Web and BPM for improving enterprise performance

The process of game-thinking and game mechanics to engage users and solve problems

Turning user and employee experience into a game (including reward for achievements) can produce behavior change

Typical structures: input agreement, output agreement, inversion problem.

Symmetric or asymmetric participation

Gamification

Page 25: Social BPM - Combining social Web and BPM for improving enterprise performance

Lessons learned

Page 26: Social BPM - Combining social Web and BPM for improving enterprise performance

Faster response to customer perceptions (especially when not explicitly shared with the company)

Flexibility in assigning tasks and executing models

Involvement/ participation: GWAP techniques work also in enterprise

Indirect long-term advantages for enterprise (e.g., knowledge base and sharing)

Direct advantage on the resources

Advantages

Page 27: Social BPM - Combining social Web and BPM for improving enterprise performance

Skepticism

Enterprise attitude

Risk of loosing control

Perception of non-strategical role, not connected to personal results

Tendency of crowdsourcing

Challenges

Page 28: Social BPM - Combining social Web and BPM for improving enterprise performance

Thank you!Contact us: http://www.webratio.com

[email protected] emanuelemolteni emanuelemolteni

[email protected] marcobrambi marcobrambi