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A Rule-Based Approach for Model Management in a
  User Interface - Business Alignment Framework



Kênia Sousa, Hildeberto Mendonça, Jean Vanderdonckt

                Université catholique de Louvain (UCL)
                Louvain School of Management (LSM)
       Belgian Laboratory of Computer-Human Interaction (BCHI)
Motivations

• In the competitive market, organizations are now, more
  than ever, managing changes to improve BPs.

• The industry has realized that it is no longer only IT infra-
  structure that is pivotal to improve services for customers.

• A study has shown that alignment with UI contributed to
  100 to 200% user productivity gains (Henry, 2007).

• Changes on business processes that directly impact UIs are
  rarely considered in the literature.

• Widen viewpoint beyond IT-Business perspective.
IT-Business Alignment

• The CEO Framework
  represents an enterprise
  architecture that aligns
  the organization’s strategy
  with its business
  processes, IT software
  and hardware and people.

• No vision for UIs
• Changes impacting on UIs
  are not carefully handled
• How to address large
  systems with hundreds of
  UIs?
(Vasconcelos, 2001)
Model-Driven UID

• Vision for user interfaces, but not for user interaction: Alignment of BP
  with UIs with direct links between activities in processes to elements
  on the UIs.

• Absence of generic structure: Decomposition of a business process in
  layers done for specific scenarios.

• Scarcity in tool support for traceability: Frameworks with principles, but
  not tools to support decision making.

• Not enough concern with people: Focus on how the artifacts are linked,
  handled and maintained, rather than on the people who use the
  enterprise systems.
Goals


• Enable fast adaptation to new business challenges
  considering business context and user perspective
   • Stronger relationship between business processes and
     UIs
   • Predict impact analysis when changes are made on
     business processes or on UIs
   • Support decision makers with analytical information
     (impacted end-users, units, etc.)
Contribution

• The need to focus on user interaction has led us to
  innovate on aligning IT with BPs through UIs by originally
  calling the term UI -Business Alignm ent.

• UI-Business Alignment is a framework that brings forward
  the user perspective in the business context with a
  methodology and tool.

• Mapping UI models is supported by UsiXML, a UI definition
  language that represents models in a structured form.

• Appropriate for large organizations with hundreds of users,
  thousands UIs and heterogeneous systems.
Methodology
Why Task Models?

• Recognized by its precision when representing user
  interaction with systems;

• It has a hierarchical structure that provides an overview of
  the user interaction;

• Its hierarchical structure has the same purpose of the
  business process structure: from high level to detailed
  description of the work to be done;

• The symmetry of both structures represents a clear bridge
  between business processes and UIs.
Impact Analysis


• Rules support impact analysis to verify when a node is
  changed, what can be done in the other models to
  maintain alignment.
• Transformation rules: perform transformations between
  the models considered in the methodology;
• Change management rules: make an impact analysis of
  changes made on any of the models;
• Verification rules: check the coherence of the association
  of task models with UI components.
• Defined 53 transformation and change management rules;
  explored for different operations, totalizing in 212 rules for
  the forward approach.
Transformation Rules

Business Model                                  Task Model

Sequence Flow (no condition, default)           Enabling
Sequence Flow (conditional)/ with Data Object   Enabling + info. passing
Rule Intermediate Event + Link Interm. Event    Suspend/resume
Data-Based Exclusive gateway                    Deterministic choice
Inclusive decision + Exclusive merge            Non-Deterministic choice
Cancel Intermediate Event                       Disabling
Ad-Hoc marker in sub-process                    Independence
Parallel gateway                                Concurrency
Parallel gateway + Data Object                  Concurrency + info passing
Sub – Process                                   Task
Task                                            Task
Transformation Rules




rule “AddBPMNSequenceFlow”
when
   s: SequenceFlow(id == “sF-LogIn-ViewRequest”)
then
    insert(new Enabling(s.getId(),s.getSourceRef(),s.getTargetRef()));
end
Change Management Rules




 rule “ModifyTMAtomicUITaskIntoSubTasks”
when
   an atomic task (‘Change of applicant data’) is modified into a task composed of sub-tasks
then
   add SE for sub-tasks (‘Change product’, ‘Change tax’) in the SF of the task (‘Financial data’)
end
Change Management Rules

• Backward Tracking




rule “AddUIScreen”
when
  a new screen (‘Request Second Opinion’) is created with SE(‘Send-Work-Contract’, ‘Send-
Bank-Statement’, ‘Send-Salary-Statement’)
then
  create a task for the new screen and sub-tasks for each SE within this screen
end
Verification Rules
                                       Task Model   User Interface
• After associating tasks
  with screen components,
  check if the association
  is coherent.
• « If the node is a screen
  group, then the node
  below it is screen group
  or screen »;
• « If the node is a screen
  and is the second to last
  level, then the node
  below it is screen
  element ».
Tool Support
Advantages
• User-Centered: stakeholders visualize how the process is
  performed through UIs.
• Traceable: chain of links assist in identifying the impact of
  changes to maintain the alignment between BP and UIs.
• Human-Centered: cross-organizational engagement
  (making business analysts and users aware of changes).
• Optimization: users, a source of process optimization:
  the way they do activities impacts process performance.
• Adaptation:
   • Mapping elements at different levels of granularity
     influences the result of impact analysis.
   • Changes in the structure of the models, rules can be
     updated, without maintenance of the tool.
Thank you!


http://www.isys.ucl.ac.be/bchi
BCHI Lab
http://www.isys.ucl.ac.be/bchi/members/kso/


http://www.usixml.org
UI extensible Markup Language


http://www.programalban.org
Program Alban
Publications

• Sousa, K., Mendonça, H., Vanderdonckt, J. A Model-Driven Approach to
  Align Business Processes with User Interfaces. International Journal of
  Universal Computer Science, Special issue on Human-Computer
  Interaction, Nov. 2008.
• Sousa, K., Mendonça, H., Vanderdonckt, J. User Interface Development
  Lifecycle for Business-Driven Enterprise Applications. 7th International
  Conference on Computer-Aided Design of User Interfaces CADUI’08,
  2008.
• Sousa, K., Mendonça, H., Vanderdonckt, J. Addressing the Impact of
  Business Process Changes on Software User Interfaces. Proc. of 3rd
  IEEE/IFIP International Workshop on Business-Driven IT Management
  (BDIM 2008), 2008, pp. 11-20.
• Sousa, K., Mendonça, H., Vanderdonckt, J., Rogier, E., Vandermeulen,
  J. User Interface Derivation from Business Processes: A Model-Driven
  Approach for Organizational Engineering. Proc. of SAC’2008, ACM
  Press, NY, 2008, pp. 553-560.

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Usi4Biz Framework Presentation at TAMODIA'09

  • 1. A Rule-Based Approach for Model Management in a User Interface - Business Alignment Framework Kênia Sousa, Hildeberto Mendonça, Jean Vanderdonckt Université catholique de Louvain (UCL) Louvain School of Management (LSM) Belgian Laboratory of Computer-Human Interaction (BCHI)
  • 2. Motivations • In the competitive market, organizations are now, more than ever, managing changes to improve BPs. • The industry has realized that it is no longer only IT infra- structure that is pivotal to improve services for customers. • A study has shown that alignment with UI contributed to 100 to 200% user productivity gains (Henry, 2007). • Changes on business processes that directly impact UIs are rarely considered in the literature. • Widen viewpoint beyond IT-Business perspective.
  • 3. IT-Business Alignment • The CEO Framework represents an enterprise architecture that aligns the organization’s strategy with its business processes, IT software and hardware and people. • No vision for UIs • Changes impacting on UIs are not carefully handled • How to address large systems with hundreds of UIs? (Vasconcelos, 2001)
  • 4. Model-Driven UID • Vision for user interfaces, but not for user interaction: Alignment of BP with UIs with direct links between activities in processes to elements on the UIs. • Absence of generic structure: Decomposition of a business process in layers done for specific scenarios. • Scarcity in tool support for traceability: Frameworks with principles, but not tools to support decision making. • Not enough concern with people: Focus on how the artifacts are linked, handled and maintained, rather than on the people who use the enterprise systems.
  • 5. Goals • Enable fast adaptation to new business challenges considering business context and user perspective • Stronger relationship between business processes and UIs • Predict impact analysis when changes are made on business processes or on UIs • Support decision makers with analytical information (impacted end-users, units, etc.)
  • 6. Contribution • The need to focus on user interaction has led us to innovate on aligning IT with BPs through UIs by originally calling the term UI -Business Alignm ent. • UI-Business Alignment is a framework that brings forward the user perspective in the business context with a methodology and tool. • Mapping UI models is supported by UsiXML, a UI definition language that represents models in a structured form. • Appropriate for large organizations with hundreds of users, thousands UIs and heterogeneous systems.
  • 8. Why Task Models? • Recognized by its precision when representing user interaction with systems; • It has a hierarchical structure that provides an overview of the user interaction; • Its hierarchical structure has the same purpose of the business process structure: from high level to detailed description of the work to be done; • The symmetry of both structures represents a clear bridge between business processes and UIs.
  • 9. Impact Analysis • Rules support impact analysis to verify when a node is changed, what can be done in the other models to maintain alignment. • Transformation rules: perform transformations between the models considered in the methodology; • Change management rules: make an impact analysis of changes made on any of the models; • Verification rules: check the coherence of the association of task models with UI components. • Defined 53 transformation and change management rules; explored for different operations, totalizing in 212 rules for the forward approach.
  • 10. Transformation Rules Business Model Task Model Sequence Flow (no condition, default) Enabling Sequence Flow (conditional)/ with Data Object Enabling + info. passing Rule Intermediate Event + Link Interm. Event Suspend/resume Data-Based Exclusive gateway Deterministic choice Inclusive decision + Exclusive merge Non-Deterministic choice Cancel Intermediate Event Disabling Ad-Hoc marker in sub-process Independence Parallel gateway Concurrency Parallel gateway + Data Object Concurrency + info passing Sub – Process Task Task Task
  • 11. Transformation Rules rule “AddBPMNSequenceFlow” when s: SequenceFlow(id == “sF-LogIn-ViewRequest”) then insert(new Enabling(s.getId(),s.getSourceRef(),s.getTargetRef())); end
  • 12. Change Management Rules rule “ModifyTMAtomicUITaskIntoSubTasks” when an atomic task (‘Change of applicant data’) is modified into a task composed of sub-tasks then add SE for sub-tasks (‘Change product’, ‘Change tax’) in the SF of the task (‘Financial data’) end
  • 13. Change Management Rules • Backward Tracking rule “AddUIScreen” when a new screen (‘Request Second Opinion’) is created with SE(‘Send-Work-Contract’, ‘Send- Bank-Statement’, ‘Send-Salary-Statement’) then create a task for the new screen and sub-tasks for each SE within this screen end
  • 14. Verification Rules Task Model User Interface • After associating tasks with screen components, check if the association is coherent. • « If the node is a screen group, then the node below it is screen group or screen »; • « If the node is a screen and is the second to last level, then the node below it is screen element ».
  • 16. Advantages • User-Centered: stakeholders visualize how the process is performed through UIs. • Traceable: chain of links assist in identifying the impact of changes to maintain the alignment between BP and UIs. • Human-Centered: cross-organizational engagement (making business analysts and users aware of changes). • Optimization: users, a source of process optimization: the way they do activities impacts process performance. • Adaptation: • Mapping elements at different levels of granularity influences the result of impact analysis. • Changes in the structure of the models, rules can be updated, without maintenance of the tool.
  • 18. Publications • Sousa, K., Mendonça, H., Vanderdonckt, J. A Model-Driven Approach to Align Business Processes with User Interfaces. International Journal of Universal Computer Science, Special issue on Human-Computer Interaction, Nov. 2008. • Sousa, K., Mendonça, H., Vanderdonckt, J. User Interface Development Lifecycle for Business-Driven Enterprise Applications. 7th International Conference on Computer-Aided Design of User Interfaces CADUI’08, 2008. • Sousa, K., Mendonça, H., Vanderdonckt, J. Addressing the Impact of Business Process Changes on Software User Interfaces. Proc. of 3rd IEEE/IFIP International Workshop on Business-Driven IT Management (BDIM 2008), 2008, pp. 11-20. • Sousa, K., Mendonça, H., Vanderdonckt, J., Rogier, E., Vandermeulen, J. User Interface Derivation from Business Processes: A Model-Driven Approach for Organizational Engineering. Proc. of SAC’2008, ACM Press, NY, 2008, pp. 553-560.