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BUSINESS PROCESS CANVAS AND ITS
USAGE IN IS TEACHING AND LEARNING
A tutorial by Ilia Bider
12th IADIS International
Conference on
Information Systems 2019
Based on:
Koutsopoulos, G. & Bider, I., 2018.
Business Process Canvas as a Process
Model in a Nutshell. In Enterprise,
Business-Process and Information
Systems Modeling, LNBIP, Vol. 318.
Springer, pp.49-63. http://bit.ly/2NseOFu
http://bit.ly/2NseOFu
2
Motivation (beyond teaching)
Motivation (beyond teaching)
"It is now very common to find organizations where as soon as you scratch the surface you discover that nobody really
understands how the whole business works” a fact which leads to “the need for an architectural model that provides
business leaders with a model of the enterprise that they can genuinely use to understand how it operates”(Hoverstadt,
2013).
This viewpoint
can also be
applied to
business
processes,
especially
complex ones.
Current state-of-the-art business process modeling techniques are focused on depicting the
internal behavior of a business process in a usually rigid and complex diagrammatic way.
Internal operational details of a process are not enough to facilitate understanding.
Deeper
understanding
Simplicity
Possible solutions
Positioning the
process in the
organizational
ecosystem
Including why
the process exists
The canvas approach
Hoverstadt, P. (2013). Why Business should take Enterprise Architecture seriously. In J. Gøtze & A. Jensen-Waud (Eds.),
Beyond Alignment: Applying Systems Thinking in Architecting Enterprises (Vol. 3, pp. 55–166). College Publications.
Theoretical Background – A Systems
View on Processes
Systems coupling diagram
From Lawson, H.W., 2010. A journey through the systems landscape.
Systems Series, Volumes 1 and 5, College Publications.
Respondent System – The
system created to respond to the
situation where the parallel
bars indicate that this system
interacts with the situation and
transforms the situation
to a new situation.
System Assets – The assets of a
bigger system that are to be
utilized in responding to
situations.
Business Process as a System
• BPI - On the instance level, we consider a Business Process Instance as
a temporal system created for handling a specific situation, for example a
request for quotation. After the situation has been dealt with, the
temporal system is disbanded.
• BPWS - On the type level, we consider that for each type there exists a
permanent socio-technical system that is responsible for starting and
monitoring process instances of the given type, and supplying them with
resources/assets needed for attaining the instances operational goals,
such as people, tools (e.g. IT systems), procedures (e.g. manuals,
process maps). We call this system a Business Process Work System
BPC Layout
Outside
ResourcesInside
BPC Structure
Outside –
upper part of
the canvas
marked with
the orange
color
Resources –
right bottom
part of the
canvas
marked with
the green color
Inside – left
bottom part of
the canvas
marked with
the blue color
Outside section components
• Purpose
• Strategic goal
• Category
• Initiation of instance
• Related processes
Outside section components (continued)
Purpose
• The primary aim
of the process
• Α general
description of
why the process
exists
• Νο detailed
information is
included
Strategic goal
• Adds details to
the purpose
• Lists additional
goals that should
be achieved
• Usally long-term
and qualitative
• Attributes:
• Attainability
• Measurability
• Time-
boundedness
Category
• A classification of
the process as:
• Main: Value
delivering
process
• Supporting:
Facilitating or
enabling other
processes
• Strategic:
Enabling
organizational
transformation
Initiation of
instance
• A set of
conditions that
trigger the
creation of a
process instance
Related processes
• The processes
that exist in the
organization and
that are directly
or indirectly
connected to the
given process
• Each related
process has its
own category,
depicted as type
in tha canvas
Inside section components
• Operational goal
• Milestones (sub-goals)
• Main activities/tasks
• Constraints
• Exceptions
• Outcomes
Inside section components (continued)
Operational goal
• Defines what an
instance of the
given process
type is aimed to
achieve
• A condition on
when the
instance could be
considered as
finished
Milestones (sub-
goals)
• A number of
intermediate
process instance
states that
represent sub-
goals to be
achieved on the
way to achieving
the operational
goal of the given
instance
Main
activities/tasks
• A list of the most
important actions
performed by
participants
during the
execution of a
process instance
• Only the main
activities are
included
• May be atomic
or composite
Constraints
• A set of
conditions that
impose
constraints on
how the process
instance
execution is
driven
• Associated to
activities,
milestones or
both
• Defined
informally
Exceptions
• A list of possible
abnormal states
occuring during
the execution of
the process
instance
• Unexpected
events or absent
expected events
Outcomes
• A classification
of legitimate
process instance
endings as:
• Positive, when
value is
successfully
delivered to one
or more
beneficiaries
• Negative, when
partial or no
value has been
delivered
Resources section components
• Participants
• Means
Resources section components (continued)
• A list of human or organizational entities that may be:
• Active, if they perform actions during a process instance execution, and can be
further classified based on their degree of specialization as:
• Totally universal, when they have no specialization in any process
activity or task
• Totally specialized, when they have absolute specialization in the
performance of specific process activities or tasks
• Any state in between
• Passive, if they are directly affected by active participants’ actions, and can be
further classified based on their status of physicalness as:
• Physical, when they are material and tangible
• Virtual, when they are immaterial and intangible
• Both, which can additionally be classified based on their degree of mobility as:
• Totally immobile, when they cannot be moved to another location
• Totally mobile, when they can be moved without substantial costs
• Any state in between
• A special type of participant is the beneficiary
• Associated to these attributes in the canvas using code letters
• Participants can also be internal or external to the process
Participants
• A list of tools, techniques
and methods used by
process instance
participants to perform
activities and tasks during
the execution of an
instance
• Can also be classified
according to mobility and
physicalness but this
categorization is not
needed in the canvas
Means
BPC demonstration - A use case
Harmony Inside AB is a Swedish company that provides services and
products to the individuals who suffers from Irritable Bowel Syndrome (IBS)
using the FODMAP method. The company is a startup coming into the
growth phase. It was started by two dietitians that are now expanding their
business and moving it to the web. The products and services include
cooking recipes, food store, books, general advice, an online course and
individual consultations.
The chosen method of payment is membership with monthly fees. There are
three levels of member subscription: Starter, Standard and Premium. The
first two levels concern one way only interaction, cooking recipes, general
advice, an online course and some other services. The third level of
membership includes individual consultation and treatment by a
dietitian through an online platform.
The use case BPC
Conflict resolution between a
property owner and a tenant
The process described below belongs to a regional office of a non-profit
interest organization, called the Association of Tenants, Region West
Sweden (in Swedish: Hyresgästföreningen, Region Västra Sverige),
abbreviated to HGF. HGF organizes more than 60 000 tenants and the
purpose of the regional office, which has about 60 employees, is to guard
the interests of its members. This is done in a number of areas, such as
offering legal and practical help to its members, conducting rent negotiation
on behalf of its members, and lobbying. The membership is by subscription,
any person renting a flat in the region can become a member; all members
pay monthly fee to HGF, which constitutes the major financial resource for
HGF operations. See an additional sheet at http://bit.ly/2UPy7iQ
Available at http://bit.ly/2UPy7iQ
An example of a solution
Canvas Evolution – Implementation of software changes: 1
Canvas Evolution – Implementation of software changes: 2
Canvas Evolution – Implementation of software changes: 3
Canvas Evolution – Implementation of software changes: 4
Students opinions
http://bit.ly/2YWeS6a
http://bit.ly/2YWeS6a
Q & A
Thank you for your time and patience
Questions and comments
Contact: ilia@dsv.su.se

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Business Process Canvas and its Usage in IS Teaching and Learning

  • 1. BUSINESS PROCESS CANVAS AND ITS USAGE IN IS TEACHING AND LEARNING A tutorial by Ilia Bider 12th IADIS International Conference on Information Systems 2019 Based on: Koutsopoulos, G. & Bider, I., 2018. Business Process Canvas as a Process Model in a Nutshell. In Enterprise, Business-Process and Information Systems Modeling, LNBIP, Vol. 318. Springer, pp.49-63. http://bit.ly/2NseOFu http://bit.ly/2NseOFu
  • 3. Motivation (beyond teaching) "It is now very common to find organizations where as soon as you scratch the surface you discover that nobody really understands how the whole business works” a fact which leads to “the need for an architectural model that provides business leaders with a model of the enterprise that they can genuinely use to understand how it operates”(Hoverstadt, 2013). This viewpoint can also be applied to business processes, especially complex ones. Current state-of-the-art business process modeling techniques are focused on depicting the internal behavior of a business process in a usually rigid and complex diagrammatic way. Internal operational details of a process are not enough to facilitate understanding. Deeper understanding Simplicity Possible solutions Positioning the process in the organizational ecosystem Including why the process exists The canvas approach Hoverstadt, P. (2013). Why Business should take Enterprise Architecture seriously. In J. Gøtze & A. Jensen-Waud (Eds.), Beyond Alignment: Applying Systems Thinking in Architecting Enterprises (Vol. 3, pp. 55–166). College Publications.
  • 4. Theoretical Background – A Systems View on Processes Systems coupling diagram From Lawson, H.W., 2010. A journey through the systems landscape. Systems Series, Volumes 1 and 5, College Publications. Respondent System – The system created to respond to the situation where the parallel bars indicate that this system interacts with the situation and transforms the situation to a new situation. System Assets – The assets of a bigger system that are to be utilized in responding to situations.
  • 5. Business Process as a System • BPI - On the instance level, we consider a Business Process Instance as a temporal system created for handling a specific situation, for example a request for quotation. After the situation has been dealt with, the temporal system is disbanded. • BPWS - On the type level, we consider that for each type there exists a permanent socio-technical system that is responsible for starting and monitoring process instances of the given type, and supplying them with resources/assets needed for attaining the instances operational goals, such as people, tools (e.g. IT systems), procedures (e.g. manuals, process maps). We call this system a Business Process Work System
  • 7. BPC Structure Outside – upper part of the canvas marked with the orange color Resources – right bottom part of the canvas marked with the green color Inside – left bottom part of the canvas marked with the blue color
  • 8. Outside section components • Purpose • Strategic goal • Category • Initiation of instance • Related processes
  • 9. Outside section components (continued) Purpose • The primary aim of the process • Α general description of why the process exists • Νο detailed information is included Strategic goal • Adds details to the purpose • Lists additional goals that should be achieved • Usally long-term and qualitative • Attributes: • Attainability • Measurability • Time- boundedness Category • A classification of the process as: • Main: Value delivering process • Supporting: Facilitating or enabling other processes • Strategic: Enabling organizational transformation Initiation of instance • A set of conditions that trigger the creation of a process instance Related processes • The processes that exist in the organization and that are directly or indirectly connected to the given process • Each related process has its own category, depicted as type in tha canvas
  • 10. Inside section components • Operational goal • Milestones (sub-goals) • Main activities/tasks • Constraints • Exceptions • Outcomes
  • 11. Inside section components (continued) Operational goal • Defines what an instance of the given process type is aimed to achieve • A condition on when the instance could be considered as finished Milestones (sub- goals) • A number of intermediate process instance states that represent sub- goals to be achieved on the way to achieving the operational goal of the given instance Main activities/tasks • A list of the most important actions performed by participants during the execution of a process instance • Only the main activities are included • May be atomic or composite Constraints • A set of conditions that impose constraints on how the process instance execution is driven • Associated to activities, milestones or both • Defined informally Exceptions • A list of possible abnormal states occuring during the execution of the process instance • Unexpected events or absent expected events Outcomes • A classification of legitimate process instance endings as: • Positive, when value is successfully delivered to one or more beneficiaries • Negative, when partial or no value has been delivered
  • 12. Resources section components • Participants • Means
  • 13. Resources section components (continued) • A list of human or organizational entities that may be: • Active, if they perform actions during a process instance execution, and can be further classified based on their degree of specialization as: • Totally universal, when they have no specialization in any process activity or task • Totally specialized, when they have absolute specialization in the performance of specific process activities or tasks • Any state in between • Passive, if they are directly affected by active participants’ actions, and can be further classified based on their status of physicalness as: • Physical, when they are material and tangible • Virtual, when they are immaterial and intangible • Both, which can additionally be classified based on their degree of mobility as: • Totally immobile, when they cannot be moved to another location • Totally mobile, when they can be moved without substantial costs • Any state in between • A special type of participant is the beneficiary • Associated to these attributes in the canvas using code letters • Participants can also be internal or external to the process Participants • A list of tools, techniques and methods used by process instance participants to perform activities and tasks during the execution of an instance • Can also be classified according to mobility and physicalness but this categorization is not needed in the canvas Means
  • 14. BPC demonstration - A use case Harmony Inside AB is a Swedish company that provides services and products to the individuals who suffers from Irritable Bowel Syndrome (IBS) using the FODMAP method. The company is a startup coming into the growth phase. It was started by two dietitians that are now expanding their business and moving it to the web. The products and services include cooking recipes, food store, books, general advice, an online course and individual consultations. The chosen method of payment is membership with monthly fees. There are three levels of member subscription: Starter, Standard and Premium. The first two levels concern one way only interaction, cooking recipes, general advice, an online course and some other services. The third level of membership includes individual consultation and treatment by a dietitian through an online platform.
  • 16. Conflict resolution between a property owner and a tenant The process described below belongs to a regional office of a non-profit interest organization, called the Association of Tenants, Region West Sweden (in Swedish: Hyresgästföreningen, Region Västra Sverige), abbreviated to HGF. HGF organizes more than 60 000 tenants and the purpose of the regional office, which has about 60 employees, is to guard the interests of its members. This is done in a number of areas, such as offering legal and practical help to its members, conducting rent negotiation on behalf of its members, and lobbying. The membership is by subscription, any person renting a flat in the region can become a member; all members pay monthly fee to HGF, which constitutes the major financial resource for HGF operations. See an additional sheet at http://bit.ly/2UPy7iQ
  • 18. An example of a solution
  • 19. Canvas Evolution – Implementation of software changes: 1
  • 20. Canvas Evolution – Implementation of software changes: 2
  • 21. Canvas Evolution – Implementation of software changes: 3
  • 22. Canvas Evolution – Implementation of software changes: 4
  • 24. Q & A Thank you for your time and patience Questions and comments Contact: ilia@dsv.su.se