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A Methodology  for Developing User Interfaces  to Workflow Information Systems Josefina Guerrero-Garcia, Jean Vanderdonckt UsiXML Workshop EICS, Berlin, 20 June 2010 ,[object Object]
ITEA UsiXML project #08026, 2009-2012 Business Domain IT Domain Workflow
What is the workflow for?  ,[object Object],[object Object],[object Object],[object Object],[object Object],ITEA UsiXML project #08026, 2009-2012
Why user interfaces to workflow information systems? ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],ITEA UsiXML project #08026, 2009-2012
Agenda ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],ITEA UsiXML project #08026, 2009-2012
ITEA UsiXML project #08026, 2009-2012 UsiXML structure Methodology  :  models
ITEA UsiXML project #08026, 2009-2012 Methodology  :  method and software
Scenario (running example)  ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],ITEA UsiXML project #08026, 2009-2012
ITEA UsiXML project #08026, 2009-2012 Methodology  :  method and software
ITEA UsiXML project #08026, 2009-2012 Identification criteria and guidance Methodology  :  method and software Model elicitation tool
ITEA UsiXML project #08026, 2009-2012
ITEA UsiXML project #08026, 2009-2012 Task spreadsheet Methodology  :  method and software
ITEA UsiXML project #08026, 2009-2012 Methodology  :  method and software
ITEA UsiXML project #08026, 2009-2012 Job editor Job Associated tasks Customer Handling A Customer identification Picture taking Uploading pictures Choice of model Entering data and sending Order management Comparison with catalogue and sending Encoding in database Producer A Preparation of machine Dyeing of stockings Producer B Sewing of toehold Logistic A Packaging Logistic B Delivery A Postman A Transport post Transport Delivery B Customer Handling B Notification customer Fitting of stockings
ITEA UsiXML project #08026, 2009-2012 User   editor User Attributes Shop employee A Task experience 4 System experience 4 Motivation 3 Bauerfeind production employee A Task experience 2-5 System experience 2 Motivation 2-4 Bauerfeind production employee B Task experience 2-5 System experience 1 Motivation 1-4 Bauerfeind logistics employee Task experience 1-5 System experience 1-5 Motivation 2-4 Bauerfeind driver A driver for the Bauerfeind company Task experience 3-5 System experience 1 Motivation 2-4 Deutsche post employee A Task experience 3-5 System experience 2 Motivation 2-5 Shop employee B Task experience 4-5 System experience 2-4 Motivation 4-5
ITEA UsiXML project #08026, 2009-2012 Methodology  :  method and software Modeling workflow Petri Nets Organizational units Jobs and users
ITEA UsiXML project #08026, 2009-2012 Modeling tasks IdealXML plug-in
ITEA UsiXML project #08026, 2009-2012 Workflow resource patterns To allocate tasks to resources [Russell, 2005] ,[object Object]
ITEA UsiXML project #08026, 2009-2012 Workflow resource patterns handler Task Pattern Picture taking Role based Uploading pictures Case-handling Planning Direct allocation Sewing of toehold Deferred allocation Packing Direct allocation
ITEA UsiXML project #08026, 2009-2012
ITEA UsiXML project #08026, 2009-2012 Methodology  :  method and software
ITEA UsiXML project #08026, 2009-2012 Workflow manager Methodology  :  method and software
Agenda ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],ITEA UsiXML project #08026, 2009-2012
Conclusions ITEA UsiXML project #08026, 2009-2012
Contributions ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],ITEA UsiXML project #08026, 2009-2012 ,[object Object],[object Object],[object Object],[object Object],[object Object]
ITEA UsiXML project #08026, 2009-2012
Spare Slides ITEA UsiXML project #08026, 2009-2012
ITEA UsiXML project #08026, 2009-2012 Methodology  :  models
ITEA UsiXML project #08026, 2009-2012 Process  model What to do?  Methodology  :  models
ITEA UsiXML project #08026, 2009-2012 Task  model Precondition Post-condition Cooperation .  Inclusive choice .  Disabling with information passing . ,[object Object],Methodology  :  models
ITEA UsiXML project #08026, 2009-2012 Organizational  model ,[object Object],[object Object]
ITEA UsiXML project #08026, 2009-2012 Mapping  model
Agenda ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],ITEA UsiXML project #08026, 2009-2012
External  validation ITEA UsiXML project #08026, 2009-2012 ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],Validation
Elaborating case studies ITEA UsiXML project #08026, 2009-2012 Validation 2 3 4 0 1 Months Teaching theory Validating the case study proposed Supervising Proposing case study Developing case study Presenting case study
Case studies ITEA UsiXML project #08026, 2009-2012 A collection of 17 different detailed projects was obtained Validation Title Subject Tasks Org. units  Jobs Relations Patterns Organization of a Triathlon It explains all the steps needed to organize a sport event 72 14 28 6 12 Organization of ‘24h vélos de Louvain-la-Neuve ’ It deals with the organization of a cycle race 55 7 18 6 9 Replenishing shelves at Carrefour, Belgium It manages the way to replenish shelves in a supermarket 25 6 10 3 10 Airport passenger workflow It illustrates the steps that a passenger need to follow in order to do the check-in at airport 20 4 5 6 6 How to get my driving license It shows the steps to follow in order to get a driving license type “B” in Belgium 25 3 8 6 4 Requesting a credit to buy  car It details the process to get a credit to buy a car. 16 5 5 3 4 Order personalized compression stockings  It deals with an Internet order system, allowing the ordering of personalized support stockings. 22 4 7 3 5 Tech. Support for Copy Machines It is about the way that a copy machine gets maintenance 17 3 7 3 3
Case studies ITEA UsiXML project #08026, 2009-2012 Validation Title Subject Tasks Org. units  Jobs Relations Patterns Container transport by ships, trains and trucks It shows how an organization gives the service of transporting container from an A point to a B point 41 3 5 4 13 Manufacture of adhesives It is about the manner in which an organization deals with a buying order 38 8 14 5 8 Creating a collaborative blog It deals with the problem of creating a blog for a research group working at same university but in different departments 11 5 4 2 3 Workflow of MDC Group It focuses in the Consulting part about several fields: Logistics and events, Design and development of product, Industrial Processes, Sub hiring of staff, Payroll Management, Recruitment and Selection, Evaluation of Human Talent. 20 4 5 6 6 Buying process in a company This case study is about the manner in which an organization deals with a buying order 16 5 8 3 9 Credit card request It details the process to get a credit card 36 10 13 6 10 Managing a private hospital This case study presents how a private clinic is managed 20 5 9 4 3 Organizing conferences This case study analyzes how people organize the program of small conferences by using a review tool 22 3 3 3 7 Installing hardware at Allianz group This case study presents how an organization deals with the acquisition of hardware 36 5 8 4 8
Internal validation ,[object Object],[object Object],[object Object],[object Object],[object Object],ITEA UsiXML project #08026, 2009-2012 Validation ,[object Object],[object Object],2) Support carrying out group tasks. Comment:  This requirement is partially cover with the task model for representing the individual level, and the workflow model considering group requirements.
Evaluation of the graphical notation ,[object Object],[object Object],[object Object],[object Object],ITEA UsiXML project #08026, 2009-2012 Validation
ITEA UsiXML project #08026, 2009-2012 Evaluation of the graphical notation Validation + - + - Closeness of mapping A notation close to the domain of application .  Workflows using the Petri Nets notation have a common understanding in the workflow community. So as the task modeling notation used in HCI communities.   Consistency Harmony of parts or features to one another. Task model editor (click to add) has different interaction style compared to the process editor (drag and drop). Thus the designer might be confused. Diffuseness Expresses the verboseness of a notation.  - Using wf patterns  demands to keep in mind their descriptions thus limiting users to implement them easily. + Petri Nets is composed of simple, limited and focused notation.
Agenda ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],ITEA UsiXML project #08026, 2009-2012
Organizational model ,[object Object],[object Object],[object Object],ITEA UsiXML project #08026, 2009-2012
Workflow ,[object Object],[object Object],[object Object],[object Object],[object Object],ITEA UsiXML project #08026, 2009-2012 ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Task model ITEA UsiXML project #08026, 2009-2012 ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
User interfaces ,[object Object],[object Object],[object Object],[object Object],[object Object],ITEA UsiXML project #08026, 2009-2012 ,[object Object],[object Object],[object Object],[object Object],[object Object]
Dissemination ITEA UsiXML project #08026, 2009-2012 Doctoral  Consortium JUCS JWE IGI Global IGI Global HCIS HCIS DSV-IS INTERACCION CADUI BDDI ICAS IWWOST CLIHC CLIHC USIXML Doctoral  Consortium Conceptual modeling Method Journals Book chapters Conference proceedings Posters 2007 2008 2009 2010

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Designing Workflow User Interfaces with UsiXML

  • 1.
  • 2. ITEA UsiXML project #08026, 2009-2012 Business Domain IT Domain Workflow
  • 3.
  • 4.
  • 5.
  • 6. ITEA UsiXML project #08026, 2009-2012 UsiXML structure Methodology : models
  • 7. ITEA UsiXML project #08026, 2009-2012 Methodology : method and software
  • 8.
  • 9. ITEA UsiXML project #08026, 2009-2012 Methodology : method and software
  • 10. ITEA UsiXML project #08026, 2009-2012 Identification criteria and guidance Methodology : method and software Model elicitation tool
  • 11. ITEA UsiXML project #08026, 2009-2012
  • 12. ITEA UsiXML project #08026, 2009-2012 Task spreadsheet Methodology : method and software
  • 13. ITEA UsiXML project #08026, 2009-2012 Methodology : method and software
  • 14. ITEA UsiXML project #08026, 2009-2012 Job editor Job Associated tasks Customer Handling A Customer identification Picture taking Uploading pictures Choice of model Entering data and sending Order management Comparison with catalogue and sending Encoding in database Producer A Preparation of machine Dyeing of stockings Producer B Sewing of toehold Logistic A Packaging Logistic B Delivery A Postman A Transport post Transport Delivery B Customer Handling B Notification customer Fitting of stockings
  • 15. ITEA UsiXML project #08026, 2009-2012 User editor User Attributes Shop employee A Task experience 4 System experience 4 Motivation 3 Bauerfeind production employee A Task experience 2-5 System experience 2 Motivation 2-4 Bauerfeind production employee B Task experience 2-5 System experience 1 Motivation 1-4 Bauerfeind logistics employee Task experience 1-5 System experience 1-5 Motivation 2-4 Bauerfeind driver A driver for the Bauerfeind company Task experience 3-5 System experience 1 Motivation 2-4 Deutsche post employee A Task experience 3-5 System experience 2 Motivation 2-5 Shop employee B Task experience 4-5 System experience 2-4 Motivation 4-5
  • 16. ITEA UsiXML project #08026, 2009-2012 Methodology : method and software Modeling workflow Petri Nets Organizational units Jobs and users
  • 17. ITEA UsiXML project #08026, 2009-2012 Modeling tasks IdealXML plug-in
  • 18.
  • 19. ITEA UsiXML project #08026, 2009-2012 Workflow resource patterns handler Task Pattern Picture taking Role based Uploading pictures Case-handling Planning Direct allocation Sewing of toehold Deferred allocation Packing Direct allocation
  • 20. ITEA UsiXML project #08026, 2009-2012
  • 21. ITEA UsiXML project #08026, 2009-2012 Methodology : method and software
  • 22. ITEA UsiXML project #08026, 2009-2012 Workflow manager Methodology : method and software
  • 23.
  • 24. Conclusions ITEA UsiXML project #08026, 2009-2012
  • 25.
  • 26. ITEA UsiXML project #08026, 2009-2012
  • 27. Spare Slides ITEA UsiXML project #08026, 2009-2012
  • 28. ITEA UsiXML project #08026, 2009-2012 Methodology : models
  • 29. ITEA UsiXML project #08026, 2009-2012 Process model What to do? Methodology : models
  • 30.
  • 31.
  • 32. ITEA UsiXML project #08026, 2009-2012 Mapping model
  • 33.
  • 34.
  • 35. Elaborating case studies ITEA UsiXML project #08026, 2009-2012 Validation 2 3 4 0 1 Months Teaching theory Validating the case study proposed Supervising Proposing case study Developing case study Presenting case study
  • 36. Case studies ITEA UsiXML project #08026, 2009-2012 A collection of 17 different detailed projects was obtained Validation Title Subject Tasks Org. units Jobs Relations Patterns Organization of a Triathlon It explains all the steps needed to organize a sport event 72 14 28 6 12 Organization of ‘24h vélos de Louvain-la-Neuve ’ It deals with the organization of a cycle race 55 7 18 6 9 Replenishing shelves at Carrefour, Belgium It manages the way to replenish shelves in a supermarket 25 6 10 3 10 Airport passenger workflow It illustrates the steps that a passenger need to follow in order to do the check-in at airport 20 4 5 6 6 How to get my driving license It shows the steps to follow in order to get a driving license type “B” in Belgium 25 3 8 6 4 Requesting a credit to buy car It details the process to get a credit to buy a car. 16 5 5 3 4 Order personalized compression stockings It deals with an Internet order system, allowing the ordering of personalized support stockings. 22 4 7 3 5 Tech. Support for Copy Machines It is about the way that a copy machine gets maintenance 17 3 7 3 3
  • 37. Case studies ITEA UsiXML project #08026, 2009-2012 Validation Title Subject Tasks Org. units Jobs Relations Patterns Container transport by ships, trains and trucks It shows how an organization gives the service of transporting container from an A point to a B point 41 3 5 4 13 Manufacture of adhesives It is about the manner in which an organization deals with a buying order 38 8 14 5 8 Creating a collaborative blog It deals with the problem of creating a blog for a research group working at same university but in different departments 11 5 4 2 3 Workflow of MDC Group It focuses in the Consulting part about several fields: Logistics and events, Design and development of product, Industrial Processes, Sub hiring of staff, Payroll Management, Recruitment and Selection, Evaluation of Human Talent. 20 4 5 6 6 Buying process in a company This case study is about the manner in which an organization deals with a buying order 16 5 8 3 9 Credit card request It details the process to get a credit card 36 10 13 6 10 Managing a private hospital This case study presents how a private clinic is managed 20 5 9 4 3 Organizing conferences This case study analyzes how people organize the program of small conferences by using a review tool 22 3 3 3 7 Installing hardware at Allianz group This case study presents how an organization deals with the acquisition of hardware 36 5 8 4 8
  • 38.
  • 39.
  • 40. ITEA UsiXML project #08026, 2009-2012 Evaluation of the graphical notation Validation + - + - Closeness of mapping A notation close to the domain of application . Workflows using the Petri Nets notation have a common understanding in the workflow community. So as the task modeling notation used in HCI communities. Consistency Harmony of parts or features to one another. Task model editor (click to add) has different interaction style compared to the process editor (drag and drop). Thus the designer might be confused. Diffuseness Expresses the verboseness of a notation. - Using wf patterns demands to keep in mind their descriptions thus limiting users to implement them easily. + Petri Nets is composed of simple, limited and focused notation.
  • 41.
  • 42.
  • 43.
  • 44.
  • 45.
  • 46. Dissemination ITEA UsiXML project #08026, 2009-2012 Doctoral Consortium JUCS JWE IGI Global IGI Global HCIS HCIS DSV-IS INTERACCION CADUI BDDI ICAS IWWOST CLIHC CLIHC USIXML Doctoral Consortium Conceptual modeling Method Journals Book chapters Conference proceedings Posters 2007 2008 2009 2010