Business Process Automation and Data Processing Workflows
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The document presents an overview of business process automation, focusing on workflow management systems and their implementation in organizations. It describes techniques for improving efficiency through automation, utilizing various systems like ERP and BPM, and highlights the impact on key performance indicators such as cycle time and resource utilization. Additionally, it discusses criteria for selecting appropriate automation solutions and tools for managing data processing workflows.
Business Process Automation and Data Processing Workflows
- 1. Business Process Automation and Data Processing Workflows Marlon Dumas University of Tartu, Estonia marlon.dumas@ut.ee Istat, Rome, 4 May 2018
- 2. The Business Process Management Lifecycle Process identification Conformance and performance insights Conformance and performance insights Process monitoring and controlling Executable process model Executable process model Process implementation To-be process model To-be process model Process analysis As-is process model As-is process model Process discovery Process architectureProcess architecture Process redesign Insights on weaknesses and their impact Insights on weaknesses and their impact 2
- 3. Automating: 1. The scheduling and routing of tasks in a process 2. The handling of data associated to the process 3. The assignment of tasks to resources and interactions with applications 4. The monitoring of the process … All this on the basis of process models What is Process Automation? 3
- 4. Example of process automation (Danske Bank) Customer Advisor Backoffice workers XML Case Transfer System Service A Service B Service C Not valid Create Credit BPMS © Steen Brahe, 2007 4
- 5. Hajo Reijers et al. (2016) “The effectiveness of workflow management systems: A longitudinal study” • 10 Dutch organizations implementing a workflow management system followed over a 10-years period • Measured KPIs before and after (25 processes) • Cycle time (lead time): average time from start to end of a case • Waiting time: time a case spends in “idle” mode • Resource utilization: percentage of times resources are busy Why Process Automation? 5
- 6. Effect on cycle time 6 before after
- 7. Effect on wait times 7
- 8. Effect on resource utilization 8
- 9. 1. Custom Software • Don’t do it unless you have a well-funded IT department and special requirements, or tackling very simple processes in a specific context… 2. Packaged Enterprise Systems • Enterprise Resource Planning (ERP), Customer Relationship Management (CRM) systems 3. Document Management Systems (DMS) Nowadays called Enterprise Content Management Systems (ECMS) 4. Business Process Management System (BPMS) • Especially designed for process automation 5. Data Processing Workflows • Specialized for automation of data processing pipelines 6. Robotic Process Automation Automation of tasks and routines (not covered in this talk) Process Automation Technology 9
- 10. • Support standardized processes with configuration options • Lead generation, lead-to-order, … • Order-to-cash, invoice-to-cash, stock replenishment, procure-to-pay, ... • Recruitment, roster & scheduling, payroll, … • ERP, CRM, SCM, e.g. • SAP Suite • Oracle Apps • MS Dynamics CRM/ERP • Salesforce, Intacct, NetSuite, Acumatica, … • Compiere, OpenERP, Odoo, … • Most of them support configuration via process flows, e.g. • SAP Process Orchestration • Business process flows and workflows in Dynamics CRM Packaged Enterprise Systems 10
- 11. • Suitable for single-document processes (document routing) • Simple purchase requests, travel requests, … • Sometimes marketed as part of Enterprise Content Management (ECM) sytsems • Examples • Documentum Workflows • Adobe LiveCycle • MS SharePoint workflow • … Document Management Systems 11
- 12. Business Process Management Systems 12
- 13. BPMS Landscape Big vendors • IBM BPM • Oracle BPMS • Microsoft BizTalk • Software AG webMethods Other closed-source • Appian BPMS • BizAgi BPM Suite • Bosch inubit Suite • OpenText BPM • Pegaystems Pega BPM Platform • Progress Savvion • TIBCO ActiveMatrix BPM Open-source • Bonita BPM • Camunda • JBoss jBPM • YAWL 13
- 14. • Have dozens or hundreds of distinct processes that: • Consists of combination of manual and automated steps • Involve decision points, rework loops, time-outs, exception handling (complex control-flow) • Need to be traced • Are executed frequently/regularly • Do not involve automated processing of large or unstructured data (“small” structured data) • The processes are expected to evolve from times to times • So hard-coding the processes in custom software is not flexible enough • Have a heterogenous IT applications (incl. legacy applications) that are exposed via Application Programming Interfaces (APIs) When to use a BPMS? 14
- 15. Tools intended to automate processes where: • A number of data sources • DB tables, CSV files, semi-structured documents, textual documents, … • …are transformed into data outputs • Tables, reports, statistical measures, etc. • …via multiple steps • Extraction, pre-processing/cleaning, transformation, splitting, merging, aggregation, and validation steps • Typically automated steps • …inter-linked via dependencies • Data-flow dependencies (output of one step is input of another) • But can also be control-flow (decision points, loops, etc.) • In a traceable and reproducible manner Data Processing Workflow Systems 15
- 16. Data Processing Workflow (examples) 16
- 17. • KNIME (open-source) • RapidMiner (partially open-source) • Alteryx • Angoss • SAS Workflow • … Data Processing Tools 17
- 18. • Have lots of data processing pipelines that: • Mostly consists of automated steps (few manual steps, if any) • Not many decision points or rework loops (if any) • Keep evolving • Need to be traced • Are executed frequently/regularly • Have users with different levels of expertise • Not everyone is an R hacker • Need to work with heterogeneous data and data sources • Need flexibility to run data processing pipelines on single- node, private cloud, etc. When to use a data processing workflow system? 18
- 19. Table of Contents 1. Introduction 2. Process Identification 3. Process Modeling 4. Advanced Process Modeling 5. Process Discovery 6. Qualitative Process Analysis 7. Quantitative Process Analysis 8. Process Redesign 9. Process-Aware Information Systems 10. Executable Process Modeling 11. Process Monitoring 12. BPM as an Enterprise Capability http://fundamentals-of-bpm.org 19