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BPMN Introduction
and
BPD using Visio
                          V P Mouttoucomarasamy


   Date: March 07, 2012
Agenda
 BPMN
 BPD
 Notations
 BPD using Visio
 Open Discussion
Agenda
   BPMN
    ◦ BPMN Definition
    ◦ BPMN Goals
    ◦ A word of Caution for Newbies
 BPD
 Notations
 BPD using Visio
 Open Discussion
BPMN Definition
 BPMN stands for Business Process
  Model and Notation
 BPMN provides a diagramming
  standard with business-friendly
  notations to visualize business
  process.
BPMN Goals
 Standards notation.
 Address both technical users and
  business users.
 Portability between tool vendors, only
  partial today
 Traceability between SDLC phases, only
  partial today
 Easy to use new tools.
    ◦ Implemented by several vendors including
      Microsoft Visio, IBM Business Process
      Manager, Oracle Business Process
      Management Suite, etc.
Caution
 Start with simple BPMN notations.
 Use BPMN just for your purpose, do
  not complicate because a notation
  is available.
 About this presentation
    ◦ … is not a training.
    ◦ … just a BPMN getting started session.
    ◦ … covers just a few simple notations.
Agenda
 BPMN
 BPD
    ◦ What is BPD?
    ◦ Types of BPD
 Notations
 BPD using Visio
 Open Discussion
What is BPD?
 Business Process Diagram (BPD) is
  graphical representation of a business
  process.
 BPD shows …
    ◦ where a process starts and where it
      ends?
    ◦ concurrency, conditions, exceptions
   Using BPMN in BPD brings in
    standard notations, common language
    and semantics.
Types are not

           Types of BPD                                      maturity levels




                                                                    Executable
       Runnable
                                                                       BPD
        Program
                                                      Simulatable
    Optimization
                                                         BPD

      Enterprise                    Referenceabl
     Acceptance                        e BPD


 Communication         Ad-hoc BPD



Intended
 purpose                   Team           Reused          Simulation           Process
                           discussion     as              Engines              Engines
                                          reference
            Emphasis
Agenda
 BPMN
 BPD
 Notations
 BPD using Visio
 Open Discussion
Notations
 Sample BPD
 Start, End, Intermediate
 Task, Subprocess
 Sequence Flow, Message Flow
 Exclusive Gateway, Parallel Gateway
 Text Annotation, Data Object, Group
Sample BPD
Start, End, Intermediate
 Event represent process start, something
  during a process flow or process end.
 Start Event represent process start
 Intermediate Event represent during a
  process flow
 End Event represent process end
Task, Subprocess
   Task represent a single unit of work.
    ◦ User task represent a task performed by a human user.
    ◦ Service task represent a task performed by a computing
      agent.
   Subprocess represent a complex multiple units of
    work.
    ◦ Collapsed subprocess represent short form of the
      complex work.
    ◦ Expanded subprocess represent long form of the
      complex work.
Sequence Flow, Message
Flow
 Sequence Flow represent the order in
  which elements are performed in a
  process. It connects activities,
  gateways and events within a pool.
 Message Flow represent message
  communication between two pools.
Exclusive Gateway, Parallel
Gateway
 Gateways represents control points in a
  process.
 Exclusive Gateway represents XOR logic,
  i.e. only one of the output sequence flow is
  chosen.
 Parallel Gateway represents AND logic.
    ◦ AND-split represents all of the output sequence
      are chosen
    ◦ AND-join represent all of the input sequence are
      chosen
Text Annotation, Data Object,
Group
 Text Annotation: provide additional
  information
 Data Object: shows document
  processed
 Group: logical grouping of notations
Agenda
 BPMN
 BPD
 Notations
 BPD using Visio
 Open Discussion
BPD Using Visio
 ◦   Start with BPMN Diagram Template
 ◦   Familiarize BPMN Basic Shapes
 ◦   Adding specifics to notation
 ◦   Validate process diagram
 ◦   Demo BPD using Visio
 ◦   Create and accept Best Practices
Start with BPMN Diagram
Template
Familiarize Basic Shapes
Adding Specifics to Notation
Validate process diagram
Demo BPD Using Visio
Create and accept Best
Practices
   Here are a few to start with …
    ◦ Every diagram must have at least
      process name, department and
      contact email id.
    ◦ Diagrams flow from left to right and top to
      bottom.
    ◦ Every swim lane is named.
    ◦ Collapsed Sub-process need to have a
      corresponding process diagram.
    ◦ One file per process.
    ◦ Etc.
Agenda
 BPMN
 BPD
 Notations
 BPD using Visio
 Open Discussion
References
 OMG BPMN Home page,
  http://www.bpmn.org
 Visio Insights,
  http://blogs.msdn.com/b/visio/
 BPMN support in Visio 2010,
  http://blogs.msdn.com/b/visio/archive/
  2009/12/03/bpmn-support-in-visio-
  2010.aspx

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BPMN Introduction and BPD in Visio

  • 1. BPMN Introduction and BPD using Visio V P Mouttoucomarasamy Date: March 07, 2012
  • 2. Agenda  BPMN  BPD  Notations  BPD using Visio  Open Discussion
  • 3. Agenda  BPMN ◦ BPMN Definition ◦ BPMN Goals ◦ A word of Caution for Newbies  BPD  Notations  BPD using Visio  Open Discussion
  • 4. BPMN Definition  BPMN stands for Business Process Model and Notation  BPMN provides a diagramming standard with business-friendly notations to visualize business process.
  • 5. BPMN Goals  Standards notation.  Address both technical users and business users.  Portability between tool vendors, only partial today  Traceability between SDLC phases, only partial today  Easy to use new tools. ◦ Implemented by several vendors including Microsoft Visio, IBM Business Process Manager, Oracle Business Process Management Suite, etc.
  • 6. Caution  Start with simple BPMN notations.  Use BPMN just for your purpose, do not complicate because a notation is available.  About this presentation ◦ … is not a training. ◦ … just a BPMN getting started session. ◦ … covers just a few simple notations.
  • 7. Agenda  BPMN  BPD ◦ What is BPD? ◦ Types of BPD  Notations  BPD using Visio  Open Discussion
  • 8. What is BPD?  Business Process Diagram (BPD) is graphical representation of a business process.  BPD shows … ◦ where a process starts and where it ends? ◦ concurrency, conditions, exceptions  Using BPMN in BPD brings in standard notations, common language and semantics.
  • 9. Types are not Types of BPD maturity levels Executable Runnable BPD Program Simulatable Optimization BPD Enterprise Referenceabl Acceptance e BPD Communication Ad-hoc BPD Intended purpose Team Reused Simulation Process discussion as Engines Engines reference Emphasis
  • 10. Agenda  BPMN  BPD  Notations  BPD using Visio  Open Discussion
  • 11. Notations  Sample BPD  Start, End, Intermediate  Task, Subprocess  Sequence Flow, Message Flow  Exclusive Gateway, Parallel Gateway  Text Annotation, Data Object, Group
  • 13. Start, End, Intermediate  Event represent process start, something during a process flow or process end.  Start Event represent process start  Intermediate Event represent during a process flow  End Event represent process end
  • 14. Task, Subprocess  Task represent a single unit of work. ◦ User task represent a task performed by a human user. ◦ Service task represent a task performed by a computing agent.  Subprocess represent a complex multiple units of work. ◦ Collapsed subprocess represent short form of the complex work. ◦ Expanded subprocess represent long form of the complex work.
  • 15. Sequence Flow, Message Flow  Sequence Flow represent the order in which elements are performed in a process. It connects activities, gateways and events within a pool.  Message Flow represent message communication between two pools.
  • 16. Exclusive Gateway, Parallel Gateway  Gateways represents control points in a process.  Exclusive Gateway represents XOR logic, i.e. only one of the output sequence flow is chosen.  Parallel Gateway represents AND logic. ◦ AND-split represents all of the output sequence are chosen ◦ AND-join represent all of the input sequence are chosen
  • 17. Text Annotation, Data Object, Group  Text Annotation: provide additional information  Data Object: shows document processed  Group: logical grouping of notations
  • 18. Agenda  BPMN  BPD  Notations  BPD using Visio  Open Discussion
  • 19. BPD Using Visio ◦ Start with BPMN Diagram Template ◦ Familiarize BPMN Basic Shapes ◦ Adding specifics to notation ◦ Validate process diagram ◦ Demo BPD using Visio ◦ Create and accept Best Practices
  • 20. Start with BPMN Diagram Template
  • 24. Demo BPD Using Visio
  • 25. Create and accept Best Practices  Here are a few to start with … ◦ Every diagram must have at least process name, department and contact email id. ◦ Diagrams flow from left to right and top to bottom. ◦ Every swim lane is named. ◦ Collapsed Sub-process need to have a corresponding process diagram. ◦ One file per process. ◦ Etc.
  • 26. Agenda  BPMN  BPD  Notations  BPD using Visio  Open Discussion
  • 27. References  OMG BPMN Home page, http://www.bpmn.org  Visio Insights, http://blogs.msdn.com/b/visio/  BPMN support in Visio 2010, http://blogs.msdn.com/b/visio/archive/ 2009/12/03/bpmn-support-in-visio- 2010.aspx