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September 1, 2014 
A Case for Declarative Process Modelling: 
Agile Development of a Grant Application System 
IT 
UNIVERSITY 
OF 
COPENHAGEN 
Morten Marquard & 
Thomas Hildebrandt 
joint work with 
Tijs Slaats, & Søren Debois
2012-: EU COST Action IC1201 - Behavioural Types 
for Reliable Large-Scale Software Sy stems 
IT 
UNIVERSITY 
OF 
COPENHAGEN 
CSCW in Healthcare, University of Copenhagen, 27 June, 2014 
Foundational Process Models & 
Theoretical Computer Science 
PhD, Aarhus University, 2000 
a’ b’ 
BRICS Basic Research in Computer Science 
2 
CSCW d 
c’ 
Categorical Models for Concurrency: 
Independence, Fairness and Dataflow 
Thomas Troels Hildebrandt 
BRICS Dissertation Series DS-00-1 
ISSN 1396-7002 February 2000 
2000-2003: Head of Study Program on 
Internet Technology 
2012: Head of Process & System Models Group 
Thomas Hildebrandt - hilde@itu.dk 
2010: Case Studies of 
Best Practice 
Workflow and 
Workflow in Practice 
(Innovation Network) 
A 
single 
slide 
about 
me 
2 
2 
1 
b 
b 
d’ 
a’ b’ 
N’ 
1 
2 1 
BRICS DS-00-1 T. T. Hildebrandt: Categorical Models for Concurrency: Independence, Fairness and Dataflow 
labelled nets N and N′ that are HP bisimilar but not HHP bisimilar. The 
by the actions {a, b, c, d} as the names suggest, e.g. a1 is labelled by 
notion of bisimulation with the requirement, that any two related runs 
causal dependency between actions, that is the same history. Heredi-tary 
imposes a backtracking condition: for any two related runs, the runs 
backtracking a pair of related transitions, must be related, too. We allow back-tracking 
the order which is laid down by the related runs; as long as no other 
a particular transition, it can be backtracked. Thereby it is ensured 
not dependent on the order in which independent actions are linearized. 
we expect from a bisimulation for concurrency. 
the standard example from [95] of two systems that are plain but not 
bisimilar. Both systems have an a-action (b-action) that can be followed by 
d-action) or an independent (not competing on any places) b-action 
have an a-action (a b-action) which can be followed by an independent 
Consequently, the two systems are HP bisimilar. However, observe that 
find, the matching of the parallel a- and b-transitions depends on the 
appear in the runs to match. So, the systems are not hereditary HP 
the c transition dictates that we have to match a1 to a′1, and so a1.b1 
backtracking condition requires that and b′are related. But from this 
Interdisciplinary research 
projects with industry 
www.itu.dk/research/models 
2007-11: Computer Supported 
Mobile Adaptive Business 
Processes (Foundations of 
Technology and Production) 
2008-2012: Trustworthy 
Pervasive Healthcare 
Processes (Strategic Research) 
2011-2014: Flexible Cross-organizational 
Case 
2004-2011: Director of FIRST PhD School Management (Industrial PhD) 
2014-17: Computational Artifacts: Design Oriented Theory 
of Computational Artifacts in Cooperati ve Work Practices 
(Velux, www.COMPART.ku.dk)
Agile Development of a Grant Application System September 1st, 2014 
IT 
Supported 
Flexible 
Processes 
Process 3 
IT 
UNIVERSITY 
OF 
COPENHAGEN 
In this article, we showed that PAISs support operational However, the focus is not on data but on process-related information ordering of activities). Process mining is also related to monitoring intelligence [41]. 
8 Conclusion 
Process-aware information systems (PAISs) follow a characteristic 13 shows the four phases of such a life-cycle [7]. In the processes are (re)designed. In the configuration phase, designs by configuring a PAIS (e.g., a WFMS). After configuration, the starts where the operational business processes are executed using In the diagnosis phase, the operational processes are analyzed problems and to find things that can be improved. The focus of management (systems) is on the lower half of the life-cycle. is little support for the diagnosis phase. Moreover, support in limited to providing an editor while analysis and real design support Figure 13: PAIS life-cycle. 
enactment
Agile Development of a Grant Application System September 1st, 2014 
Let 
us 
look 
at 
the 
process.. 
IT 
UNIVERSITY 
OF 
COPENHAGEN 
4
Agile Development of a Grant Application System September 1st, 2014 
Let 
us 
look 
at 
the 
process.. 
Only the “happy” path is described 
IT 
UNIVERSITY 
OF 
COPENHAGEN 
4
Agile Development of a Grant Application System September 1st, 2014 
Let 
us 
look 
at 
the 
process.. 
Only the “happy” path is described 
Other patient conditions or on-going treatments are 
IT 
UNIVERSITY 
OF 
COPENHAGEN 
not taken into account 
4
Agile Development of a Grant Application System September 1st, 2014 
Let 
us 
look 
at 
the 
process.. 
Only the “happy” path is described 
Other patient conditions or on-going treatments are 
IT 
UNIVERSITY 
OF 
COPENHAGEN 
not taken into account 
Only describes how not why 
4
Agile Development of a Grant Application System September 1st, 2014 
Let 
us 
look 
at 
the 
process.. 
Only the “happy” path is described 
Other patient conditions or on-going treatments are 
Typically introduces unnecessary dependencies 
IT 
UNIVERSITY 
OF 
COPENHAGEN 
not taken into account 
Only describes how not why 
4
Agile Development of a Grant Application System September 1st, 2014 
Model 
all 
routes? 
IT 
UNIVERSITY 
OF 
COPENHAGEN 
5
Agile Development of a Grant Application System September 1st, 2014 
Model 
all 
routes? 
A complex “Spaghetti” diagram 
- that still only describes how and not why 
IT 
UNIVERSITY 
OF 
COPENHAGEN 
5
Agile Development of a Grant Application System September 1st, 2014 
Model 
all 
routes? 
A complex “Spaghetti” diagram 
- that still only describes how and not why 
and describes only the anticipated events 
IT 
UNIVERSITY 
OF 
COPENHAGEN 
5
Agile Development of a Grant Application System September 1st, 2014 
Flexibility 
vs 
Support 
• Flexibility: ability to defer, change, 
Already in 1983, researchers in 
Computer Supported Cooperative 
Work (CSCW) concluded that office 
automation systems “do not deal 
well with unanticipated 
conditions” (Barber) & “were 
automating a fiction” (Sheil) 
and deviate 
• support: provide analysis and 
guidance 
• unstructured: do what ever you 
want, but get no support 
• structured: support, but no 
IT 
UNIVERSITY 
OF 
COPENHAGEN 
Motivation 
Flexibility versus Support in workflows 
Classical trade-off between flexibility and support1 flexibility 
[1] W.M.P. van der Aalst et al. Declarative workflows: Balancing between flexibility and support 
6 
Sunday, March 14, 2010 
Motivation 
Flexibility versus Support in workflows 
• Flexibility: ability to defer, change, 
and deviate 
• support: provide analysis and 
guidance 
• unstructured: do what ever you 
want, but get no support 
• structured: support, but no 
Classical trade-off between flexibility and support1 flexibility 
[1] W.M.P. van der Aalst et al. Declarative workflows: Balancing between flexibility and support 
Sunday, March 14, 2010 
[Schmidt & Bannon: Taking CSCW Seriously: Supporting Articulation Work, 1992] 
“Good standards for business process 
modelling are still missing and even today’s 
WFMSs are too rigid” 
Process-Aware Information Systems: 
Design, Enactment, and Analysis 
Wil M.P. van der Aalst 
Department of Mathematics and Computer Science, Eindhoven University of P.O. Box 513, NL-5600 MB Eindhoven, w.m.p.v.d.aalst@tue.nl 
Abstract. Process-aware information systems support operational business by combining advances in information technology with recent insights 
from management science. Workflow management systems are typical examples
Agile Development of a Grant Application System September 1st, 2014 
AdapKve 
Case 
Management 
IT 
UNIVERSITY 
OF 
COPENHAGEN 
http://www.xpdl.org/nugen/WfMC p/adaptive-case-management/public.htm 
“Adaptive Case Management (ACM) is information technology that 
exposes structured and unstructured business information (business 
data and content) and allows structured (business) and unstructured 
(social) organizations to execute work (routine and emergent 
processes) in a secure but transparent manner.” 
7
Agile Development of a Grant Application System September 1st, 2014 
AdapKve 
Case 
Management 
IT 
UNIVERSITY 
OF 
COPENHAGEN 
http://www.xpdl.org/nugen/WfMC p/adaptive-case-management/public.htm 
“Adaptive Case Management (ACM) is information technology that 
exposes structured and unstructured business information (business 
data and content) and allows structured (business) and unstructured 
(social) organizations to execute work (routine and emergent 
processes) in a secure but transparent manner.” 
7 
from BPM
Agile Development of a Grant Application System September 1st, 2014 
AdapKve 
Case 
Management 
IT 
UNIVERSITY 
OF 
COPENHAGEN 
http://www.xpdl.org/nugen/WfMC p/adaptive-case-management/public.htm 
“Adaptive Case Management (ACM) is information technology that 
exposes structured and unstructured business information (business 
data and content) and allows structured (business) and unstructured 
(social) organizations to execute work (routine and emergent 
processes) in a secure but transparent manner.” 
from BPM to ACM 
7 
(record)
Agile Development of a Grant Application System September 1st, 2014 
AdapKve 
Case 
Management 
IT 
UNIVERSITY 
OF 
COPENHAGEN 
http://www.xpdl.org/nugen/WfMC p/adaptive-case-management/public.htm 
“Adaptive Case Management (ACM) is information technology that 
exposes structured and unstructured business information (business 
data and content) and allows structured (business) and unstructured 
(social) organizations to execute work (routine and emergent 
processes) in a secure but transparent manner.” 
from BPM to ACM 
7 
(record) 
Process 
“snippets” 
or 
“fragments”
Agile Development of a Grant Application System September 1st, 2014 
What 
could 
we 
have 
done? 
IT 
UNIVERSITY 
OF 
COPENHAGEN 
8
Physician Check 
Discharge 
Patient 
Agile Development of a Grant Application System September 1st, 2014 
Events 
& 
Compliance 
Rules 
IT 
UNIVERSITY 
OF 
COPENHAGEN 
Surgery Report 
9 
Suite 
Surgical discharge letter 
for referring phys. 
Surgical Ward Nurse Patient Record 
Admit 
Patient 
Write 
Discharge Letter 
Create 
Make 
Lab Rest 
Provide 
Postsurgical Care 
Transport 
Patient to Ward 
Perform 
Surgery 
Prepare 
Patient 
Send Patient 
to Surgical Suite 
Fig. 10.1 Prespecified process model Smed 
Table 10.1 Examples of compliance rules for medical processes 
c1 Before a surgery may be performed the patient must be prepared for it and be sent to 
the surgical suite. 
c2 After examining the patient a decision must be made. However, this must not be done 
before the examination. 
c3 After the examination, the patient must be informed about the risks of the (planned) 
surgery. 
c4 Before scheduling the surgery the patient has to be informed about anesthesia. 
c5 If a surgery has not been scheduled it must not be performed. 
c6 After a patient is discharged a discharge letter must be written.
Physician Check 
Discharge 
Patient 
Agile Development of a Grant Application System September 1st, 2014 
Events 
& 
Compliance 
Rules 
IT 
UNIVERSITY 
OF 
COPENHAGEN 
Surgery Report 
10 
Suite 
Surgical discharge letter 
for referring phys. 
Surgical Ward Nurse Patient Record 
Admit 
Patient 
Write 
Discharge Letter 
Create 
Make 
Lab Rest 
Provide 
Postsurgical Care 
Transport 
Patient to Ward 
Perform 
Surgery 
Prepare 
Patient 
Send Patient 
to Surgical Suite 
Fig. 10.1 Prespecified process model Smed 
Table 10.1 Examples of compliance rules for medical processes 
c1 Before a surgery may be performed the patient must be prepared for it and be sent to 
the surgical suite. 
c2 After examining the patient a decision must be made. However, this must not be done 
before the examination. 
c3 After the examination, the patient must be informed about the risks of the (planned) 
surgery. 
c4 Before scheduling the surgery the patient has to be informed about anesthesia. 
c5 If a surgery has not been scheduled it must not be performed. 
c6 After a patient is discharged a discharge letter must be written.
Agile Development of a Grant Application System September 1st, 2014 
SimulaKon 
of 
Process 
IT 
UNIVERSITY 
OF 
COPENHAGEN 
11
Agile Development of a Grant Application System September 1st, 2014 
SimulaKon 
of 
Process 
IT 
UNIVERSITY 
OF 
COPENHAGEN 
12
Agile Development of a Grant Application System September 1st, 2014 
SimulaKon 
of 
Process 
IT 
UNIVERSITY 
OF 
COPENHAGEN 
13
Agile Development of a Grant Application System September 1st, 2014 
SimulaKon 
of 
Process 
IT 
UNIVERSITY 
OF 
COPENHAGEN 
14
Agile Development of a Grant Application System September 1st, 2014 
SimulaKon 
of 
Process 
IT 
UNIVERSITY 
OF 
COPENHAGEN 
15
Agile Development of a Grant Application System September 1st, 2014 
SimulaKon 
of 
Process 
IT 
UNIVERSITY 
OF 
COPENHAGEN 
16
Agile Development of a Grant Application System September 1st, 2014 
Agile 
to 
IT 
UNIVERSITY 
OF 
COPENHAGEN 
Live 
Development? 
• When to involve the users ? 
Requirement Specification 
Implementation 
Test 
Configure 
Go-Live 
17
Agile Development of a Grant Application System September 1st, 2014 
Agile 
to 
IT 
UNIVERSITY 
OF 
COPENHAGEN 
Live 
Development? 
• When to involve the users ? 
Requirement Specification 
Implementation 
Test 
Configure 
Go-Live 
17 
Chaos
Agile Development of a Grant Application System September 1st, 2014 
Agile 
to 
IT 
UNIVERSITY 
OF 
COPENHAGEN 
Live 
Development? 
• When to involve the users ? 
Requirement Specification 
Implementation 
Test 
Configure 
Go-Live 
17 
Chaos 
Depression
Agile Development of a 
Grant Application System
Agile Development of a Grant Application System September 1st, 2014 
CollaboraKve 
Modelling 
IT 
UNIVERSITY 
OF 
COPENHAGEN 
19
Agile Development of a Grant Application System September 1st, 2014 
AdapKve 
Case 
Management 
& 
DCR 
• A 
Case 
for 
Declara/ve 
Process 
Modelling: 
Agile 
Development 
of 
a 
Grant 
Applica/on 
System 
Flexibility is the default 
with 
S. 
Debois, 
M. 
Marquard 
& 
T. 
Slaats, 
Adap/veCM, 
2014, 
Germany 
• Collaborative Modeling & Execution 
• Process Fragments can be added & removed 
during simulation and execution 
• Underlying formal model supports 
verification (also after dynamic adaptation) 
• Events can come from many sources 
IT 
UNIVERSITY 
OF 
COPENHAGEN 
20 
Towards 
Trustworthy 
Adap/ve 
Case 
Management 
with 
Dynamic 
Condi/on 
Response 
Graphs 
with 
R. 
R. 
Mukkamala 
& 
T. 
Slaats, 
EDOC 
2013, 
Canada 
Dynamic 
Condi/on 
Response 
Graphs 
for 
Trustworthy 
Adap/ve 
Case 
Management 
with 
R. 
R. 
Mukkamala, 
M. 
Marquard 
& 
T. 
Slaats, 
Adap/veCM, 
2013, 
Austria 
Hierarchical 
Declara/ve 
Modelling 
with 
Sub-­‐processes 
and 
Refinement 
with 
S. 
Debois 
& 
T. 
Slaats, 
BPM, 
2013, 
The 
Netherlands
Agile Development of a Grant Application System September 1st, 2014 
Ongoing 
Research 
IT 
UNIVERSITY 
OF 
COPENHAGEN 
21
Agile Development of a Grant Application System September 1st, 2014 
Ongoing 
Research 
• How can we make ACM useful in practice? 
IT 
UNIVERSITY 
OF 
COPENHAGEN 
21
Agile Development of a Grant Application System September 1st, 2014 
Ongoing 
Research 
• How can we make ACM useful in practice? 
• (Live) Expert end-user co-development 
IT 
UNIVERSITY 
OF 
COPENHAGEN 
21
Agile Development of a Grant Application System September 1st, 2014 
Ongoing 
Research 
• How can we make ACM useful in practice? 
• (Live) Expert end-user co-development 
• Communication - with and between users 
IT 
UNIVERSITY 
OF 
COPENHAGEN 
21
Agile Development of a Grant Application System September 1st, 2014 
Ongoing 
Research 
• How can we make ACM useful in practice? 
• (Live) Expert end-user co-development 
• Communication - with and between users 
• Usability test (at run-time) 
IT 
UNIVERSITY 
OF 
COPENHAGEN 
21
Agile Development of a Grant Application System September 1st, 2014 
Ongoing 
Research 
• How can we make ACM useful in practice? 
• (Live) Expert end-user co-development 
• Communication - with and between users 
• Usability test (at run-time) 
• Process mining & uncertainty 
IT 
UNIVERSITY 
OF 
COPENHAGEN 
21
Agile Development of a Grant Application System September 1st, 2014 
Ongoing 
Research 
• How can we make ACM useful in practice? 
• (Live) Expert end-user co-development 
• Communication - with and between users 
• Usability test (at run-time) 
• Process mining & uncertainty 
• Reliable & adaptable protocols for communication 
IT 
UNIVERSITY 
OF 
COPENHAGEN 
21 
with external systems
Agile Development of a Grant Application System September 1st, 2014 
Ongoing 
Research 
• How can we make ACM useful in practice? 
• (Live) Expert end-user co-development 
• Communication - with and between users 
• Usability test (at run-time) 
• Process mining & uncertainty 
• Reliable & adaptable protocols for communication 
IT 
UNIVERSITY 
OF 
COPENHAGEN 
21 
with external systems 
• Case studies
Agile Development of a Grant Application System September 1st, 2014 
Flow-­‐chart 
based 
guidance.... 
IT 
UNIVERSITY 
OF 
COPENHAGEN 
22
Agile Development of a Grant Application System September 1st, 2014 
Constraint 
based 
guidance 
IT 
UNIVERSITY 
OF 
COPENHAGEN 
23

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A Case for Declarative Process Modelling - Slides on Adaptive Case Managment from AdaptiveCM 2014 workshop

  • 1. September 1, 2014 A Case for Declarative Process Modelling: Agile Development of a Grant Application System IT UNIVERSITY OF COPENHAGEN Morten Marquard & Thomas Hildebrandt joint work with Tijs Slaats, & Søren Debois
  • 2. 2012-: EU COST Action IC1201 - Behavioural Types for Reliable Large-Scale Software Sy stems IT UNIVERSITY OF COPENHAGEN CSCW in Healthcare, University of Copenhagen, 27 June, 2014 Foundational Process Models & Theoretical Computer Science PhD, Aarhus University, 2000 a’ b’ BRICS Basic Research in Computer Science 2 CSCW d c’ Categorical Models for Concurrency: Independence, Fairness and Dataflow Thomas Troels Hildebrandt BRICS Dissertation Series DS-00-1 ISSN 1396-7002 February 2000 2000-2003: Head of Study Program on Internet Technology 2012: Head of Process & System Models Group Thomas Hildebrandt - hilde@itu.dk 2010: Case Studies of Best Practice Workflow and Workflow in Practice (Innovation Network) A single slide about me 2 2 1 b b d’ a’ b’ N’ 1 2 1 BRICS DS-00-1 T. T. Hildebrandt: Categorical Models for Concurrency: Independence, Fairness and Dataflow labelled nets N and N′ that are HP bisimilar but not HHP bisimilar. The by the actions {a, b, c, d} as the names suggest, e.g. a1 is labelled by notion of bisimulation with the requirement, that any two related runs causal dependency between actions, that is the same history. Heredi-tary imposes a backtracking condition: for any two related runs, the runs backtracking a pair of related transitions, must be related, too. We allow back-tracking the order which is laid down by the related runs; as long as no other a particular transition, it can be backtracked. Thereby it is ensured not dependent on the order in which independent actions are linearized. we expect from a bisimulation for concurrency. the standard example from [95] of two systems that are plain but not bisimilar. Both systems have an a-action (b-action) that can be followed by d-action) or an independent (not competing on any places) b-action have an a-action (a b-action) which can be followed by an independent Consequently, the two systems are HP bisimilar. However, observe that find, the matching of the parallel a- and b-transitions depends on the appear in the runs to match. So, the systems are not hereditary HP the c transition dictates that we have to match a1 to a′1, and so a1.b1 backtracking condition requires that and b′are related. But from this Interdisciplinary research projects with industry www.itu.dk/research/models 2007-11: Computer Supported Mobile Adaptive Business Processes (Foundations of Technology and Production) 2008-2012: Trustworthy Pervasive Healthcare Processes (Strategic Research) 2011-2014: Flexible Cross-organizational Case 2004-2011: Director of FIRST PhD School Management (Industrial PhD) 2014-17: Computational Artifacts: Design Oriented Theory of Computational Artifacts in Cooperati ve Work Practices (Velux, www.COMPART.ku.dk)
  • 3. Agile Development of a Grant Application System September 1st, 2014 IT Supported Flexible Processes Process 3 IT UNIVERSITY OF COPENHAGEN In this article, we showed that PAISs support operational However, the focus is not on data but on process-related information ordering of activities). Process mining is also related to monitoring intelligence [41]. 8 Conclusion Process-aware information systems (PAISs) follow a characteristic 13 shows the four phases of such a life-cycle [7]. In the processes are (re)designed. In the configuration phase, designs by configuring a PAIS (e.g., a WFMS). After configuration, the starts where the operational business processes are executed using In the diagnosis phase, the operational processes are analyzed problems and to find things that can be improved. The focus of management (systems) is on the lower half of the life-cycle. is little support for the diagnosis phase. Moreover, support in limited to providing an editor while analysis and real design support Figure 13: PAIS life-cycle. enactment
  • 4. Agile Development of a Grant Application System September 1st, 2014 Let us look at the process.. IT UNIVERSITY OF COPENHAGEN 4
  • 5. Agile Development of a Grant Application System September 1st, 2014 Let us look at the process.. Only the “happy” path is described IT UNIVERSITY OF COPENHAGEN 4
  • 6. Agile Development of a Grant Application System September 1st, 2014 Let us look at the process.. Only the “happy” path is described Other patient conditions or on-going treatments are IT UNIVERSITY OF COPENHAGEN not taken into account 4
  • 7. Agile Development of a Grant Application System September 1st, 2014 Let us look at the process.. Only the “happy” path is described Other patient conditions or on-going treatments are IT UNIVERSITY OF COPENHAGEN not taken into account Only describes how not why 4
  • 8. Agile Development of a Grant Application System September 1st, 2014 Let us look at the process.. Only the “happy” path is described Other patient conditions or on-going treatments are Typically introduces unnecessary dependencies IT UNIVERSITY OF COPENHAGEN not taken into account Only describes how not why 4
  • 9. Agile Development of a Grant Application System September 1st, 2014 Model all routes? IT UNIVERSITY OF COPENHAGEN 5
  • 10. Agile Development of a Grant Application System September 1st, 2014 Model all routes? A complex “Spaghetti” diagram - that still only describes how and not why IT UNIVERSITY OF COPENHAGEN 5
  • 11. Agile Development of a Grant Application System September 1st, 2014 Model all routes? A complex “Spaghetti” diagram - that still only describes how and not why and describes only the anticipated events IT UNIVERSITY OF COPENHAGEN 5
  • 12. Agile Development of a Grant Application System September 1st, 2014 Flexibility vs Support • Flexibility: ability to defer, change, Already in 1983, researchers in Computer Supported Cooperative Work (CSCW) concluded that office automation systems “do not deal well with unanticipated conditions” (Barber) & “were automating a fiction” (Sheil) and deviate • support: provide analysis and guidance • unstructured: do what ever you want, but get no support • structured: support, but no IT UNIVERSITY OF COPENHAGEN Motivation Flexibility versus Support in workflows Classical trade-off between flexibility and support1 flexibility [1] W.M.P. van der Aalst et al. Declarative workflows: Balancing between flexibility and support 6 Sunday, March 14, 2010 Motivation Flexibility versus Support in workflows • Flexibility: ability to defer, change, and deviate • support: provide analysis and guidance • unstructured: do what ever you want, but get no support • structured: support, but no Classical trade-off between flexibility and support1 flexibility [1] W.M.P. van der Aalst et al. Declarative workflows: Balancing between flexibility and support Sunday, March 14, 2010 [Schmidt & Bannon: Taking CSCW Seriously: Supporting Articulation Work, 1992] “Good standards for business process modelling are still missing and even today’s WFMSs are too rigid” Process-Aware Information Systems: Design, Enactment, and Analysis Wil M.P. van der Aalst Department of Mathematics and Computer Science, Eindhoven University of P.O. Box 513, NL-5600 MB Eindhoven, w.m.p.v.d.aalst@tue.nl Abstract. Process-aware information systems support operational business by combining advances in information technology with recent insights from management science. Workflow management systems are typical examples
  • 13. Agile Development of a Grant Application System September 1st, 2014 AdapKve Case Management IT UNIVERSITY OF COPENHAGEN http://www.xpdl.org/nugen/WfMC p/adaptive-case-management/public.htm “Adaptive Case Management (ACM) is information technology that exposes structured and unstructured business information (business data and content) and allows structured (business) and unstructured (social) organizations to execute work (routine and emergent processes) in a secure but transparent manner.” 7
  • 14. Agile Development of a Grant Application System September 1st, 2014 AdapKve Case Management IT UNIVERSITY OF COPENHAGEN http://www.xpdl.org/nugen/WfMC p/adaptive-case-management/public.htm “Adaptive Case Management (ACM) is information technology that exposes structured and unstructured business information (business data and content) and allows structured (business) and unstructured (social) organizations to execute work (routine and emergent processes) in a secure but transparent manner.” 7 from BPM
  • 15. Agile Development of a Grant Application System September 1st, 2014 AdapKve Case Management IT UNIVERSITY OF COPENHAGEN http://www.xpdl.org/nugen/WfMC p/adaptive-case-management/public.htm “Adaptive Case Management (ACM) is information technology that exposes structured and unstructured business information (business data and content) and allows structured (business) and unstructured (social) organizations to execute work (routine and emergent processes) in a secure but transparent manner.” from BPM to ACM 7 (record)
  • 16. Agile Development of a Grant Application System September 1st, 2014 AdapKve Case Management IT UNIVERSITY OF COPENHAGEN http://www.xpdl.org/nugen/WfMC p/adaptive-case-management/public.htm “Adaptive Case Management (ACM) is information technology that exposes structured and unstructured business information (business data and content) and allows structured (business) and unstructured (social) organizations to execute work (routine and emergent processes) in a secure but transparent manner.” from BPM to ACM 7 (record) Process “snippets” or “fragments”
  • 17. Agile Development of a Grant Application System September 1st, 2014 What could we have done? IT UNIVERSITY OF COPENHAGEN 8
  • 18. Physician Check Discharge Patient Agile Development of a Grant Application System September 1st, 2014 Events & Compliance Rules IT UNIVERSITY OF COPENHAGEN Surgery Report 9 Suite Surgical discharge letter for referring phys. Surgical Ward Nurse Patient Record Admit Patient Write Discharge Letter Create Make Lab Rest Provide Postsurgical Care Transport Patient to Ward Perform Surgery Prepare Patient Send Patient to Surgical Suite Fig. 10.1 Prespecified process model Smed Table 10.1 Examples of compliance rules for medical processes c1 Before a surgery may be performed the patient must be prepared for it and be sent to the surgical suite. c2 After examining the patient a decision must be made. However, this must not be done before the examination. c3 After the examination, the patient must be informed about the risks of the (planned) surgery. c4 Before scheduling the surgery the patient has to be informed about anesthesia. c5 If a surgery has not been scheduled it must not be performed. c6 After a patient is discharged a discharge letter must be written.
  • 19. Physician Check Discharge Patient Agile Development of a Grant Application System September 1st, 2014 Events & Compliance Rules IT UNIVERSITY OF COPENHAGEN Surgery Report 10 Suite Surgical discharge letter for referring phys. Surgical Ward Nurse Patient Record Admit Patient Write Discharge Letter Create Make Lab Rest Provide Postsurgical Care Transport Patient to Ward Perform Surgery Prepare Patient Send Patient to Surgical Suite Fig. 10.1 Prespecified process model Smed Table 10.1 Examples of compliance rules for medical processes c1 Before a surgery may be performed the patient must be prepared for it and be sent to the surgical suite. c2 After examining the patient a decision must be made. However, this must not be done before the examination. c3 After the examination, the patient must be informed about the risks of the (planned) surgery. c4 Before scheduling the surgery the patient has to be informed about anesthesia. c5 If a surgery has not been scheduled it must not be performed. c6 After a patient is discharged a discharge letter must be written.
  • 20. Agile Development of a Grant Application System September 1st, 2014 SimulaKon of Process IT UNIVERSITY OF COPENHAGEN 11
  • 21. Agile Development of a Grant Application System September 1st, 2014 SimulaKon of Process IT UNIVERSITY OF COPENHAGEN 12
  • 22. Agile Development of a Grant Application System September 1st, 2014 SimulaKon of Process IT UNIVERSITY OF COPENHAGEN 13
  • 23. Agile Development of a Grant Application System September 1st, 2014 SimulaKon of Process IT UNIVERSITY OF COPENHAGEN 14
  • 24. Agile Development of a Grant Application System September 1st, 2014 SimulaKon of Process IT UNIVERSITY OF COPENHAGEN 15
  • 25. Agile Development of a Grant Application System September 1st, 2014 SimulaKon of Process IT UNIVERSITY OF COPENHAGEN 16
  • 26. Agile Development of a Grant Application System September 1st, 2014 Agile to IT UNIVERSITY OF COPENHAGEN Live Development? • When to involve the users ? Requirement Specification Implementation Test Configure Go-Live 17
  • 27. Agile Development of a Grant Application System September 1st, 2014 Agile to IT UNIVERSITY OF COPENHAGEN Live Development? • When to involve the users ? Requirement Specification Implementation Test Configure Go-Live 17 Chaos
  • 28. Agile Development of a Grant Application System September 1st, 2014 Agile to IT UNIVERSITY OF COPENHAGEN Live Development? • When to involve the users ? Requirement Specification Implementation Test Configure Go-Live 17 Chaos Depression
  • 29. Agile Development of a Grant Application System
  • 30. Agile Development of a Grant Application System September 1st, 2014 CollaboraKve Modelling IT UNIVERSITY OF COPENHAGEN 19
  • 31. Agile Development of a Grant Application System September 1st, 2014 AdapKve Case Management & DCR • A Case for Declara/ve Process Modelling: Agile Development of a Grant Applica/on System Flexibility is the default with S. Debois, M. Marquard & T. Slaats, Adap/veCM, 2014, Germany • Collaborative Modeling & Execution • Process Fragments can be added & removed during simulation and execution • Underlying formal model supports verification (also after dynamic adaptation) • Events can come from many sources IT UNIVERSITY OF COPENHAGEN 20 Towards Trustworthy Adap/ve Case Management with Dynamic Condi/on Response Graphs with R. R. Mukkamala & T. Slaats, EDOC 2013, Canada Dynamic Condi/on Response Graphs for Trustworthy Adap/ve Case Management with R. R. Mukkamala, M. Marquard & T. Slaats, Adap/veCM, 2013, Austria Hierarchical Declara/ve Modelling with Sub-­‐processes and Refinement with S. Debois & T. Slaats, BPM, 2013, The Netherlands
  • 32. Agile Development of a Grant Application System September 1st, 2014 Ongoing Research IT UNIVERSITY OF COPENHAGEN 21
  • 33. Agile Development of a Grant Application System September 1st, 2014 Ongoing Research • How can we make ACM useful in practice? IT UNIVERSITY OF COPENHAGEN 21
  • 34. Agile Development of a Grant Application System September 1st, 2014 Ongoing Research • How can we make ACM useful in practice? • (Live) Expert end-user co-development IT UNIVERSITY OF COPENHAGEN 21
  • 35. Agile Development of a Grant Application System September 1st, 2014 Ongoing Research • How can we make ACM useful in practice? • (Live) Expert end-user co-development • Communication - with and between users IT UNIVERSITY OF COPENHAGEN 21
  • 36. Agile Development of a Grant Application System September 1st, 2014 Ongoing Research • How can we make ACM useful in practice? • (Live) Expert end-user co-development • Communication - with and between users • Usability test (at run-time) IT UNIVERSITY OF COPENHAGEN 21
  • 37. Agile Development of a Grant Application System September 1st, 2014 Ongoing Research • How can we make ACM useful in practice? • (Live) Expert end-user co-development • Communication - with and between users • Usability test (at run-time) • Process mining & uncertainty IT UNIVERSITY OF COPENHAGEN 21
  • 38. Agile Development of a Grant Application System September 1st, 2014 Ongoing Research • How can we make ACM useful in practice? • (Live) Expert end-user co-development • Communication - with and between users • Usability test (at run-time) • Process mining & uncertainty • Reliable & adaptable protocols for communication IT UNIVERSITY OF COPENHAGEN 21 with external systems
  • 39. Agile Development of a Grant Application System September 1st, 2014 Ongoing Research • How can we make ACM useful in practice? • (Live) Expert end-user co-development • Communication - with and between users • Usability test (at run-time) • Process mining & uncertainty • Reliable & adaptable protocols for communication IT UNIVERSITY OF COPENHAGEN 21 with external systems • Case studies
  • 40. Agile Development of a Grant Application System September 1st, 2014 Flow-­‐chart based guidance.... IT UNIVERSITY OF COPENHAGEN 22
  • 41. Agile Development of a Grant Application System September 1st, 2014 Constraint based guidance IT UNIVERSITY OF COPENHAGEN 23