Rencore Power Automate Mini Summit : Power Automate Business Process Management with Doctor Flow and the BPM Toolkit
Download as PPTX, PDF0 likes177 views
The document outlines best practices and patterns for using Power Automate and the BPM toolkit, emphasizing the importance of understanding limitations and integrating different layers, such as presentation and data access layers. It introduces four key workflow patterns—elevation of privilege, secure record, generic information submission, and case management—along with a case study about HR workflows. Additionally, the document discusses the need for compliance, security, and the use of visual workflows to enhance process management.
Rencore Power Automate Mini Summit : Power Automate Business Process Management with Doctor Flow and the BPM Toolkit
- 1. rencore.com Serge Luca Session 01 Power Automate patterns and best practices with Doctor Flow
- 2. Business Applications/Power Platform MVP (14th year) Business Apps & O365 Solution Architect @sergeluca Power Platform Associates, Brussels Office365 Power Aut. Power Apps Architecture Bullshit Doctor Flow aka “Serge Luca”
- 3. Keep it simple, yes but… Know the limitations Four patterns The BPM Toolkit
- 4. Keep it simple, yes but…
- 5. Presentation Layer Business Layer Data Access Layer
- 6. Presentation Layer Business Layer Data Access Layer Power Apps, Teams, SharePoint Forms, MS Forms, bots… Flows Child Flows SharePoint CDS Oracle …
- 7. Presentation Layer Business Layer Data Access Layer Power Apps, Teams, SharePoint Forms, MS Forms, bots… Flows Child Flows SharePoint CDS Oracle Analytics Layer Power BI Logging Layer Azure Application Insight … Security Layer
- 9. No State Machine Flow Approval duration : 30 days Flow duration : 30 days ALM/devops weak Cannot resume a flow from where it stops API Calls limitation Use the BPM Toolkit Use the CDS trigger : “when a record is updated” (Premium) or Use the Controller Pattern or use the BPM Toolkit Use the BPM Toolkit Devops Tools not OK with SharePoint Depends on the license - Watch the Flow analytics & buy Capacity add-ons No custom task Forms BPM Toolkit or Adaptive Cards No tasks delegation BPM Toolkit Use the BPM Toolkit
- 10. 4 patterns
- 11. Pattern 1 : elevation of privilege
- 13. 1 per flow license for the whole company Flow Maker Account Flow Maker Account PowerApps Premium Alex
- 14. “Proxy Flows”
- 15. Advice Danger (compliance) : no traceability Pass current user claims to child flow and log it…
- 16. Pattern 2 : Secure record pattern
- 17. Create blank record Secure the record Fill in the record
- 18. Pattern 3 : generic way to submit information
- 22. Pattern 4 : Case management pattern
- 23. Case study
- 24. Requirements 60 types of HR requests 7 types of workflows The whole approval process can take 1 year Supervisors & users want to see next steps & previous steps Supervisors & users want to see a dashboard of all business processes
- 25. Leave Request (medical reason) from an employee in Paris Validation by Doctor Validation by 1st Line HR Paris Validation by Supervisor HR Paris Validation by Supervisor HR Brussels Validation by Director Brussels Validation by Line Manager Legal dept checks if it is a right
- 26. The BPM Toolkit, a generic tool
- 27. State Machines Tasks delegation No workflow duration limit Visual Workflows Custom tasks Forms Pipeline security Business can create workflows RPA Integration Workflow can change at runtime No premium licenses (When using the SharePoint version). RPA license is needed 100% written with the Power Platform Free & Open Source BPM Toolkit - facts
- 28. Step 1 Step 2 Step 3 Step 1 Step 2 Step 3 Step 1 Step 2 Step 3 Cases Cases lifecycle The Case Management Pattern Requests BPM Toolkit
- 29. BPM Toolkit
- 54. BPM Toolkit – Permission matrix
- 62. BPM Toolkit Modules Power Automate or Logic Apps SharePoint Online OR CDS Core WF Runtime Workflow Generator Security Module Proxy Flows Tasks Delegation Analytics Process ManagementNotification Task Manager Tracing Case Launcher Workflow Optimizer Archiving SharePoint Access Layer CDS Access Layer Task Forms Processes dashboardCust. Request forms Cust. Task Forms UI
- 63. 51 Flows 4 Power Apps Canvas Apps BPM Toolkit Code : 100% Power Platform
- 66. Roadmap
- 67. This is a Poc, we are working on a clean generic version State machines must be visible in the graph Generic Analytics CDS implementation + other premium features Different types of workflows (extension points) Security model More params Parallel stages,… RACI (Responsibility assignment matrix) Yes, free & open source on GitHub (November 2020 ?) Compliance Minimize human approvals (machine learning) Alert supervisor when something strange (ML)
- 68. Planner Integration Stress tests RPA Integration Teams Integration (Oakdale)
- 69. @sergeluca
- 70. Thank you!
Editor's Notes
- #10: https://www.youtube.com/watch?v=22ayUkfdlW8 https://docs.microsoft.com/en-us/power-platform/admin/capacity-add-on Redirection 500 calls/5 minutes/user + limitation/24h depending on the license (2.000 calls/user for O365 license).w Watch the Flow analytics & buy Capacity add-ons
- #24: 16’
- #27: 12’
- #29: 20’
- #31: 20’ 14’
- #66: 32’ without RPA live demo
- #67: 32’ without RPA live demo